Vertiv Holdings Co. $VRT Shares Bought by Callan Family Office LLC

Callan Family Office LLC raised its holdings in Vertiv Holdings Co. (NYSE:VRT) by 35.2% in the 2nd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 18,320 shares of the company’s stock after buying an additional 4,767 shares during the period. Callan Family Office LLC’s holdings in Vertiv were worth $6,134,000 as of its most recent SEC filing.

Several other institutional investors have also modified their holdings of the business. State Street Corp boosted its holdings in Vertiv by 2.8% in the fourth quarter. State Street Corp now owns 8,694,900 shares of the company’s stock valued at $1,408,661,000 after purchasing an additional 235,577 shares during the period. Geode Capital Management LLC boosted its stake in shares of Vertiv by 2.1% in the 4th quarter. Geode Capital Management LLC now owns 7,065,912 shares of the company’s stock valued at $1,141,723,000 after buying an additional 143,821 shares during the period. Invesco Ltd. boosted its stake in shares of Vertiv by 2.1% in the 4th quarter. Invesco Ltd. now owns 5,974,205 shares of the company’s stock valued at $967,881,000 after buying an additional 121,618 shares during the period. Norges Bank acquired a new position in shares of Vertiv during the fourth quarter worth about $808,701,000. Finally, Northern Trust Corp increased its stake in shares of Vertiv by 3.6% during the fourth quarter. Northern Trust Corp now owns 2,811,745 shares of the company’s stock worth $455,531,000 after buying an additional 97,141 shares during the period. Institutional investors and hedge funds own 89.92% of the company’s stock.

Analyst Ratings Changes

A number of research analysts recently issued reports on the stock. Royal Bank Of Canada decreased their price target on shares of Vertiv from $418.00 to $337.00 and set an “outperform” rating for the company in a research note on Thursday, July 30th. Oppenheimer reissued an “outperform” rating and issued a $325.00 price objective on shares of Vertiv in a research report on Thursday, July 30th. Barclays raised their price objective on shares of Vertiv from $345.00 to $412.00 and gave the company an “overweight” rating in a report on Friday, May 15th. Robert W. Baird set a $320.00 price objective on shares of Vertiv in a research report on Thursday, July 30th. Finally, Zacks Research upgraded shares of Vertiv from a “hold” rating to a “strong-buy” rating in a research note on Friday, July 31st. Three investment analysts have rated the stock with a Strong Buy rating, twenty-two have issued a Buy rating and three have issued a Hold rating to the stock. According to MarketBeat.com, the stock currently has an average rating of “Buy” and an average target price of $357.83.

Vertiv Price Performance

VRT stock opened at $262.36 on Friday. The business has a 50 day moving average price of $294.65 and a 200 day moving average price of $286.87. The company has a quick ratio of 1.03, a current ratio of 1.38 and a debt-to-equity ratio of 0.62. The stock has a market cap of $101.01 billion, a price-to-earnings ratio of 59.36, a PEG ratio of 1.09 and a beta of 2.06. Vertiv Holdings Co. has a fifty-two week low of $118.70 and a fifty-two week high of $379.93.

Vertiv (NYSE:VRT) last announced its quarterly earnings results on Wednesday, July 29th. The company reported $1.52 EPS for the quarter, beating the consensus estimate of $1.43 by $0.09. The company had revenue of $3.27 billion for the quarter, compared to analyst estimates of $3.38 billion. Vertiv had a net margin of 15.09% and a return on equity of 50.47%. The firm’s revenue was up 24.1% on a year-over-year basis. During the same period in the prior year, the firm posted $0.95 earnings per share. Vertiv has set its Q3 2026 guidance at 1.770-1.830 EPS and its FY 2026 guidance at 6.650-6.750 EPS. Equities research analysts anticipate that Vertiv Holdings Co. will post 6.7 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. Investors of record on Monday, June 15th were given a $0.0625 dividend. This represents a $0.25 dividend on an annualized basis and a dividend yield of 0.1%. The ex-dividend date of this dividend was Monday, June 15th. Vertiv’s dividend payout ratio (DPR) is 5.66%.

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.