Avise Financial Cooperative Inc. Takes $381,000 Position in Vertiv Holdings Co. $VRT

Avise Financial Cooperative Inc. bought a new stake in Vertiv Holdings Co. (NYSE:VRT) in the fourth quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor bought 2,355 shares of the company’s stock, valued at approximately $381,000.

Other hedge funds have also modified their holdings of the company. Vanguard Group Inc. increased 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 worth $5,858,352,000 after purchasing an additional 826,281 shares during the last quarter. State Street Corp increased its position in Vertiv by 2.3% during the third quarter. State Street Corp now owns 8,459,323 shares of the company’s stock worth $1,276,173,000 after purchasing an additional 189,484 shares during the last quarter. Geode Capital Management LLC increased its position in Vertiv by 2.1% during the fourth quarter. Geode Capital Management LLC now owns 7,065,912 shares of the company’s stock worth $1,141,723,000 after purchasing an additional 143,821 shares during the last quarter. Norges Bank acquired a new stake in Vertiv during the fourth quarter worth about $808,701,000. Finally, American Century Companies Inc. increased its position in Vertiv by 16.7% during the third quarter. American Century Companies Inc. now owns 3,431,760 shares of the company’s stock worth $517,715,000 after purchasing an additional 491,349 shares during the last quarter. 89.92% of the stock is currently owned by institutional investors and hedge funds.

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 current ratio of 1.49 and a quick ratio of 1.15. The firm has a market cap of $124.65 billion, a PE ratio of 81.53, a price-to-earnings-growth ratio of 1.43 and a beta of 2.03. The company has a 50-day moving average of $311.17 and a two-hundred day moving average of $239.44. Vertiv Holdings Co. has a 1-year low of $107.38 and a 1-year high of $379.93.

Vertiv (NYSE:VRT) last announced its earnings results on Wednesday, April 22nd. The company reported $1.17 earnings per share for the quarter, topping the consensus estimate of $1.00 by $0.17. The company had revenue of $2.65 billion during the quarter, compared to analyst estimates of $2.63 billion. Vertiv had a net margin of 14.37% and a return on equity of 49.90%. Vertiv’s revenue was up 30.1% compared to the same quarter last year. During the same quarter last year, the firm posted $0.64 earnings per share. 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 predict that Vertiv Holdings Co. will post 6.36 EPS for the current year.

Vertiv Dividend Announcement

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

Wall Street Analyst Weigh In

Several research firms recently issued reports on VRT. JPMorgan Chase & Co. raised their price objective on shares of Vertiv from $305.00 to $350.00 and gave the stock an “overweight” rating in a research report on Friday, April 24th. Jefferies Financial Group restated a “hold” rating and set a $260.00 price objective (down from $280.00) on shares of Vertiv in a research report on Tuesday, March 31st. Deutsche Bank Aktiengesellschaft restated a “buy” rating and set a $281.00 price objective on shares of Vertiv in a research report on Thursday, February 12th. TD Cowen raised their price objective on shares of Vertiv from $347.00 to $387.00 and gave the stock a “buy” rating in a research report on Wednesday, May 20th. Finally, Morgan Stanley raised their price objective on shares of Vertiv from $285.00 to $350.00 and gave the stock an “overweight” rating in a research report on Thursday, April 23rd. Two equities research analysts have rated the stock with a Strong Buy rating, twenty-two have assigned a Buy rating, three have given a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat.com, Vertiv currently has a consensus rating of “Moderate Buy” and an average price target of $322.32.

Vertiv News Roundup

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 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.