Independent Financial Group LLC Makes New $2.59 Million Investment in Vertiv Holdings Co. $VRT

Independent Financial Group LLC bought a new stake in shares of Vertiv Holdings Co. (NYSE:VRT) in the first quarter, according to its most recent filing with the Securities and Exchange Commission. The fund bought 10,321 shares of the company’s stock, valued at approximately $2,586,000.

Several other hedge funds and other institutional investors have also recently modified their holdings of VRT. Vermillion & White Wealth Management Group LLC grew its holdings in shares of Vertiv by 58.3% in the fourth quarter. Vermillion & White Wealth Management Group LLC now owns 152 shares of the company’s stock worth $25,000 after acquiring an additional 56 shares during the period. Sankala Group LLC purchased a new stake in Vertiv during the fourth quarter valued at $27,000. Meeder Asset Management Inc. lifted its holdings in Vertiv by 211.3% in the fourth quarter. Meeder Asset Management Inc. now owns 165 shares of the company’s stock valued at $27,000 after acquiring an additional 112 shares during the period. Rossby Financial LCC bought a new position in Vertiv in the fourth quarter valued at about $27,000. Finally, Park Place Capital Corp boosted its position in Vertiv by 624.0% in the fourth quarter. Park Place Capital Corp now owns 181 shares of the company’s stock worth $29,000 after purchasing an additional 156 shares during the last quarter. 89.92% of the stock is owned by institutional investors.

Analyst Ratings Changes

A number of research firms have issued reports on VRT. Wall Street Zen downgraded Vertiv from a “strong-buy” rating to a “buy” rating in a research note on Saturday, June 20th. Glj Research upgraded shares of Vertiv from a “sell” rating to a “hold” rating in a research note on Thursday, June 18th. Weiss Ratings downgraded shares of Vertiv from a “buy (b)” rating to a “buy (b-)” rating in a report on Friday, April 24th. Citigroup boosted their target price on shares of Vertiv from $353.00 to $414.00 and gave the company a “buy” rating in a research report on Thursday, May 7th. Finally, Sanford C. Bernstein began coverage on shares of Vertiv in a report on Tuesday, June 9th. They set an “outperform” rating and a $416.00 target price for the company. Three research analysts have rated the stock with a Strong Buy rating, twenty-one have issued a Buy rating and five have given a Hold rating to the stock. According to data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average price target of $342.73.

More Vertiv News

Here are the key news stories impacting Vertiv this week:

• Positive Sentiment: Robert W. Baird upgraded Vertiv to strong-buy and initiated/boosted coverage with a $370 price target, citing strong demand tied to data center growth and AI infrastructure spending. Vertiv rated outperform in new coverage at Baird on data center demand
• Positive Sentiment: Baird’s coverage highlights Vertiv as a key beneficiary of the AI data center power buildout, a theme that investors have been rewarding across infrastructure and cooling names. Vertiv (VRT) Stock: Baird Initiates Coverage With $370 Price Target and Outperform Rating
• Positive Sentiment: Market commentary continues to group Vertiv among the stocks positioned to gain from the ongoing AI data center power and cooling spending cycle, which supports the long-term earnings outlook. 3 Stocks Riding the AI Data Center Power Buildout in July
• Neutral Sentiment: RBC Capital trimmed its price target on Vertiv to $418 from $435 but kept an outperform rating, signaling slightly less upside than before while still remaining bullish overall. Benzinga
• Neutral Sentiment: Leon Cooperman-related portfolio commentary mentioned Vertiv among other holdings, but it did not add a clear new catalyst for the stock. Billionaire Leon Cooperman’s Top 3 Stocks: Buy, Sell or Hold

Vertiv Stock Performance

Shares of VRT opened at $288.79 on Friday. The business has a 50-day simple moving average of $320.41 and a two-hundred day simple moving average of $269.39. The company has a quick ratio of 1.15, a current ratio of 1.49 and a debt-to-equity ratio of 0.69. Vertiv Holdings Co. has a 52 week low of $118.70 and a 52 week high of $379.93. The stock has a market cap of $110.93 billion, a price-to-earnings ratio of 72.56, a PEG ratio of 1.25 and a beta of 2.03.

Vertiv (NYSE:VRT) last posted its quarterly earnings data on Wednesday, April 22nd. The company reported $1.17 earnings per share for the quarter, beating analysts’ consensus estimates of $1.00 by $0.17. The firm had revenue of $2.65 billion for the quarter, compared to analysts’ expectations of $2.63 billion. Vertiv had a return on equity of 49.90% and a net margin of 14.37%.The business’s quarterly revenue was up 30.1% on a year-over-year basis. During the same period in the previous year, the firm 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. On average, analysts expect that Vertiv Holdings Co. will post 6.38 EPS for the current year.

Vertiv Dividend Announcement

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

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.