SMART Wealth LLC Boosts Position in Vertiv Holdings Co. $VRT

SMART Wealth LLC boosted its stake in shares of Vertiv Holdings Co. (NYSE:VRT) by 125.4% in the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 8,574 shares of the company’s stock after buying an additional 4,770 shares during the quarter. SMART Wealth LLC’s holdings in Vertiv were worth $2,149,000 as of its most recent SEC filing.

Several other large investors also recently added to or reduced their stakes in VRT. Webster Bank N. A. raised its stake in shares of Vertiv by 6.9% during the first quarter. Webster Bank N. A. now owns 542 shares of the company’s stock valued at $136,000 after acquiring an additional 35 shares in the last quarter. Onyx Bridge Wealth Group LLC boosted its holdings in shares of Vertiv by 2.1% in the first quarter. Onyx Bridge Wealth Group LLC now owns 1,908 shares of the company’s stock valued at $478,000 after purchasing an additional 40 shares during the period. Quotient Wealth Partners LLC grew its stake in Vertiv by 2.5% in the first quarter. Quotient Wealth Partners LLC now owns 1,813 shares of the company’s stock worth $454,000 after purchasing an additional 45 shares in the last quarter. Bell Investment Advisors Inc grew its stake in Vertiv by 9.6% in the first quarter. Bell Investment Advisors Inc now owns 514 shares of the company’s stock worth $129,000 after purchasing an additional 45 shares in the last quarter. Finally, Hohimer Wealth Management LLC grew its stake in Vertiv by 0.8% in the fourth quarter. Hohimer Wealth Management LLC now owns 6,264 shares of the company’s stock worth $1,015,000 after purchasing an additional 48 shares in the last quarter. 89.92% of the stock is owned by hedge funds and other institutional investors.

Analysts Set New Price Targets

A number of brokerages have weighed in on VRT. Roth Mkm reaffirmed a “buy” rating and set a $355.00 target price on shares of Vertiv in a research report on Thursday, May 21st. HSBC started coverage on Vertiv in a research report on Wednesday, March 25th. They set a “buy” rating and a $325.00 price target on the stock. Evercore restated an “outperform” rating and set a $425.00 price target on shares of Vertiv in a research note on Tuesday, May 12th. JPMorgan Chase & Co. lifted their price objective on Vertiv from $305.00 to $350.00 and gave the company an “overweight” rating in a report on Friday, April 24th. Finally, The Goldman Sachs Group upped their price objective on shares of Vertiv from $277.00 to $311.00 and gave the stock a “buy” rating in a research note on Tuesday, April 14th. Two equities research analysts have rated the stock with a Strong Buy rating, twenty-two have assigned a Buy rating and five have given a Hold rating to the stock. According to data from MarketBeat.com, Vertiv presently has a consensus rating of “Moderate Buy” and a consensus price target of $326.39.

Vertiv Stock Up 9.0%

Vertiv stock opened at $334.66 on Wednesday. The business has a fifty day moving average of $324.93 and a two-hundred day moving average of $256.96. The company has a quick ratio of 1.15, a current ratio of 1.49 and a debt-to-equity ratio of 0.69. The firm has a market cap of $128.55 billion, a P/E ratio of 84.09, a P/E/G ratio of 1.33 and a beta of 2.03. Vertiv Holdings Co. has a twelve month low of $110.06 and a twelve month high of $379.93.

Vertiv (NYSE:VRT) last announced its quarterly earnings results on Wednesday, April 22nd. The company reported $1.17 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.00 by $0.17. The business 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 business’s revenue was up 30.1% compared to the same quarter last year. During the same period last year, the business posted $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. On average, analysts forecast that Vertiv Holdings Co. will post 6.36 earnings per share for the current fiscal year.

Vertiv Dividend Announcement

The business also recently announced a quarterly dividend, which was paid on Thursday, June 25th. Shareholders of record on Monday, June 15th were paid a $0.0625 dividend. This represents a $0.25 annualized dividend and a yield of 0.1%. The ex-dividend date was Monday, June 15th. Vertiv’s payout ratio is 6.28%.

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.