Sierra Summit Advisors LLC Purchases 3,748 Shares of Vertiv Holdings Co. $VRT

Sierra Summit Advisors LLC grew its position in Vertiv Holdings Co. (NYSE:VRT) by 4.3% during the 3rd quarter, HoldingsChannel reports. The fund owned 91,588 shares of the company’s stock after purchasing an additional 3,748 shares during the period. Vertiv comprises about 2.1% of Sierra Summit Advisors LLC’s investment portfolio, making the stock its 16th largest holding. Sierra Summit Advisors LLC’s holdings in Vertiv were worth $13,817,000 at the end of the most recent reporting period.

A number of other large investors have also recently made changes to their positions in the company. Howard Capital Management Inc. raised its position in Vertiv by 3.0% in the 3rd quarter. Howard Capital Management Inc. now owns 1,837 shares of the company’s stock worth $277,000 after purchasing an additional 54 shares during the period. Investors Asset Management of Georgia Inc. GA ADV grew its stake in shares of Vertiv by 1.9% during the third quarter. Investors Asset Management of Georgia Inc. GA ADV now owns 3,020 shares of the company’s stock valued at $456,000 after buying an additional 55 shares during the last quarter. JBR Co Financial Management Inc raised its holdings in shares of Vertiv by 0.8% in the third quarter. JBR Co Financial Management Inc now owns 7,825 shares of the company’s stock worth $1,180,000 after buying an additional 65 shares during the period. Plancorp LLC lifted its stake in shares of Vertiv by 1.3% during the 3rd quarter. Plancorp LLC now owns 5,317 shares of the company’s stock worth $802,000 after acquiring an additional 67 shares during the last quarter. Finally, True Wealth Design LLC boosted its holdings in Vertiv by 54.0% during the 3rd quarter. True Wealth Design LLC now owns 194 shares of the company’s stock valued at $29,000 after acquiring an additional 68 shares during the period. 89.92% of the stock is owned by hedge funds and other institutional investors.

Vertiv Stock Down 1.9%

Shares of NYSE VRT opened at $254.25 on Friday. Vertiv Holdings Co. has a 12-month low of $53.60 and a 12-month high of $264.86. The stock’s fifty day simple moving average is $195.04 and its two-hundred day simple moving average is $171.73. The stock has a market capitalization of $97.27 billion, a PE ratio of 74.56, a price-to-earnings-growth ratio of 1.29 and a beta of 2.08. The company has a current ratio of 1.55, a quick ratio of 1.22 and a debt-to-equity ratio of 0.73.

Vertiv (NYSE:VRT) last issued its quarterly earnings data on Wednesday, February 11th. The company reported $1.36 earnings per share for the quarter, topping analysts’ consensus estimates of $1.29 by $0.07. Vertiv had a return on equity of 49.55% and a net margin of 13.03%.The firm had revenue of $2.88 billion during the quarter, compared to analysts’ expectations of $2.89 billion. During the same period in the prior year, the business posted $0.99 EPS. The firm’s quarterly revenue was up 22.7% on a year-over-year basis. Vertiv has set its Q1 2026 guidance at 0.950-1.010 EPS and its FY 2026 guidance at 5.970-6.070 EPS. As a group, analysts expect that Vertiv Holdings Co. will post 3.59 EPS for the current fiscal year.

Analyst Upgrades and Downgrades

A number of research firms have weighed in on VRT. Deutsche Bank Aktiengesellschaft reiterated a “buy” rating and issued a $281.00 target price on shares of Vertiv in a research note on Thursday, February 12th. Barclays raised their price target on shares of Vertiv from $200.00 to $281.00 and gave the stock an “overweight” rating in a research note on Thursday, February 12th. Roth Mkm reissued a “buy” rating and issued a $275.00 price objective on shares of Vertiv in a research report on Thursday, February 12th. Citigroup upped their target price on shares of Vertiv from $220.00 to $286.00 and gave the stock a “buy” rating in a research note on Thursday, February 12th. Finally, Morgan Stanley reaffirmed an “overweight” rating and set a $285.00 target price on shares of Vertiv in a research report on Friday, February 13th. One research analyst has rated the stock with a Strong Buy rating, nineteen have issued a Buy rating, two have issued a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average price target of $230.28.

About Vertiv

Vertiv is a global provider of critical digital infrastructure and continuity solutions for data centers, communication networks and commercial and industrial environments. Headquartered in Columbus, Ohio, the company designs, manufactures and services equipment and software that support power availability, thermal management and IT infrastructure management for a broad set of end markets, including hyperscale and enterprise data centers, colocation providers, telecom operators and industrial customers.

The company’s product portfolio includes uninterruptible power supplies (UPS), power distribution units (PDUs), battery and DC power systems, precision cooling and thermal management equipment, racks and enclosures, and integrated modular infrastructure.