WCG Wealth Advisors LLC Acquires New Stake in Vertiv Holdings Co. $VRT

WCG Wealth Advisors LLC bought a new position in shares of Vertiv Holdings Co. (NYSE:VRT) during the 4th quarter, according to its most recent disclosure with the SEC. The fund bought 38,043 shares of the company’s stock, valued at approximately $6,163,000.

Several other institutional investors and hedge funds also recently made changes to their positions in VRT. Norges Bank bought a new stake in shares of Vertiv in the 4th quarter valued at $808,701,000. Schroder Investment Management Group raised its stake in Vertiv by 148.0% during the third quarter. Schroder Investment Management Group now owns 1,828,750 shares of the company’s stock worth $275,885,000 after buying an additional 1,091,210 shares during the last quarter. Ameriprise Financial Inc. raised its stake in Vertiv by 49.5% during the second quarter. Ameriprise Financial Inc. now owns 2,811,114 shares of the company’s stock worth $361,033,000 after buying an additional 930,158 shares during the last quarter. Qube Research & Technologies Ltd acquired a new position in Vertiv in the third quarter valued at $125,331,000. Finally, Vanguard Group Inc. boosted its position in Vertiv by 2.2% during the third quarter. Vanguard Group Inc. now owns 38,833,036 shares of the company’s stock valued at $5,858,352,000 after acquiring an additional 826,281 shares during the last quarter. Institutional investors and hedge funds own 89.92% of the company’s stock.

Vertiv News Summary

Here are the key news stories impacting Vertiv this week:

• Positive Sentiment: Vertiv launched PurgeRite NearZero, a new fluid-management service designed to cut water, wastewater, and hauling needs in AI-ready data centers, reinforcing its role in the fast-growing AI infrastructure market. Vertiv Expands Fluid Management Services to Help Reduce Water Use During Data Center Fluid System Commissioning
• Positive Sentiment: Analyst commentary highlighted Vertiv as a beneficiary of ongoing digitization, stronger hybrid-working infrastructure demand, and improving IT spending, which supports the stock’s momentum. 3 IT Services Stocks to Buy Right Now From a Challenging Industry
• Positive Sentiment: Another bullish note pointed to Vertiv’s strong one-year run, driven by AI-related data center demand, acquisitions, and NVIDIA ties, although the stock is trading at a premium valuation. Should You Buy, Sell, or Hold VRT Stock After a 195% Rise in One Year?
• Neutral Sentiment: Vertiv declared a small quarterly dividend of $0.0625 per share, which is a routine capital-return update and likely has limited impact on the stock near term. Vertiv Declares Quarterly Dividend

Vertiv Trading Down 2.1%

Shares of VRT stock opened at $324.51 on Friday. The company has a debt-to-equity ratio of 0.69, a quick ratio of 1.15 and a current ratio of 1.49. The company has a market capitalization of $124.65 billion, a price-to-earnings ratio of 81.53, a PEG ratio of 1.43 and a beta of 2.03. Vertiv Holdings Co. has a 52-week low of $107.38 and a 52-week high of $379.93. The company has a 50-day simple moving average of $311.17 and a two-hundred day simple moving average of $239.44.

Vertiv (NYSE:VRT) last announced its earnings results on Wednesday, April 22nd. The company reported $1.17 earnings per share for the quarter, topping analysts’ consensus estimates of $1.00 by $0.17. The firm had revenue of $2.65 billion for the quarter, compared to the consensus estimate of $2.63 billion. Vertiv had a return on equity of 49.90% and a net margin of 14.37%.The company’s revenue was up 30.1% compared to the same quarter last year. During the same quarter in the previous year, the business earned $0.64 EPS. Vertiv has set its Q2 2026 guidance at 1.370-1.430 EPS and its FY 2026 guidance at 6.300-6.400 EPS. Research analysts anticipate that Vertiv Holdings Co. will post 6.36 EPS for the current fiscal year.

Vertiv Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, June 25th. Shareholders of record on Monday, June 15th will be given a $0.0625 dividend. The ex-dividend date of this dividend is Monday, June 15th. This represents a $0.25 annualized dividend and a yield of 0.1%. Vertiv’s payout ratio is currently 6.28%.

Wall Street Analyst Weigh In

A number of analysts have weighed in on the company. Bank of America increased their price target on Vertiv from $370.00 to $440.00 and gave the stock a “buy” rating in a report on Friday, May 15th. BNP Paribas Exane started coverage on Vertiv in a research report on Tuesday, April 14th. They set an “outperform” rating and a $345.00 target price on the stock. Loop Capital started coverage on Vertiv in a research note on Thursday, May 14th. They set a “buy” rating and a $500.00 target price for the company. Zacks Research raised Vertiv from a “hold” rating to a “strong-buy” rating in a research note on Thursday, May 21st. Finally, Citigroup increased their price target on Vertiv from $353.00 to $414.00 and gave the stock a “buy” rating in a report on Thursday, May 7th. Two investment analysts have rated the stock with a Strong Buy rating, twenty-two have given a Buy rating, three have given a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat.com, the company has an average rating of “Moderate Buy” and an average target price of $322.32.

Vertiv Profile

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.