Prudential PLC Boosts Stock Position in Vertiv Holdings Co. $VRT

Prudential PLC lifted its holdings in Vertiv Holdings Co. (NYSE:VRT) by 55.6% in the fourth quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 97,151 shares of the company’s stock after purchasing an additional 34,697 shares during the quarter. Prudential PLC’s holdings in Vertiv were worth $15,739,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also recently modified their holdings of VRT. Norges Bank purchased a new position in shares of Vertiv in the fourth quarter valued at $808,701,000. Schroder Investment Management Group grew its holdings in shares of Vertiv by 148.0% in the third quarter. Schroder Investment Management Group now owns 1,828,750 shares of the company’s stock valued at $275,885,000 after purchasing an additional 1,091,210 shares in the last quarter. Ameriprise Financial Inc. grew its holdings in shares of Vertiv by 49.5% in the second quarter. Ameriprise Financial Inc. now owns 2,811,114 shares of the company’s stock valued at $361,033,000 after purchasing an additional 930,158 shares in the last quarter. Qube Research & Technologies Ltd purchased a new position in shares of Vertiv in the third quarter valued at $125,331,000. Finally, Vanguard Group Inc. grew its holdings in shares of Vertiv by 2.2% in the third quarter. Vanguard Group Inc. now owns 38,833,036 shares of the company’s stock valued at $5,858,352,000 after purchasing an additional 826,281 shares in the last quarter. 89.92% of the stock is owned by hedge funds and other institutional investors.

Vertiv Stock Down 7.2%

NYSE:VRT opened at $300.44 on Friday. Vertiv Holdings Co. has a twelve month low of $107.38 and a twelve month high of $379.93. The company has a market cap of $115.40 billion, a price-to-earnings ratio of 75.49, a price-to-earnings-growth ratio of 1.40 and a beta of 2.03. The stock has a fifty day simple moving average of $311.65 and a 200-day simple moving average of $239.87. The company has a current ratio of 1.49, a quick ratio of 1.15 and a debt-to-equity ratio of 0.69.

Vertiv (NYSE:VRT) last released 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 business had revenue of $2.65 billion during 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 for the quarter was up 30.1% compared to the same quarter last year. During the same period last year, the company earned $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. Analysts anticipate that Vertiv Holdings Co. will post 6.36 EPS for the current year.

Vertiv Announces Dividend

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

Wall Street Analysts Forecast Growth

A number of research firms recently weighed in on VRT. HSBC began coverage on shares of Vertiv in a report on Wednesday, March 25th. They issued a “buy” rating and a $325.00 target price for the company. Evercore reissued an “outperform” rating and issued a $425.00 target price on shares of Vertiv in a report on Tuesday, May 12th. Weiss Ratings lowered shares of Vertiv from a “buy (b)” rating to a “buy (b-)” rating in a report on Friday, April 24th. The Goldman Sachs Group lifted 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. Finally, Wall Street Zen raised shares of Vertiv from a “buy” rating to a “strong-buy” rating in a research note on Saturday, May 30th. Two research analysts have rated the stock with a Strong Buy rating, twenty-two have assigned a Buy rating, three have assigned a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat, the company presently has an average rating of “Moderate Buy” and an average price target of $322.32.

Vertiv Company 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.