Integrated Wealth Concepts LLC Acquires 10,783 Shares of Vertiv Holdings Co. $VRT

Integrated Wealth Concepts LLC raised its holdings in shares of Vertiv Holdings Co. (NYSE:VRT) by 51.8% in the 2nd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 31,599 shares of the company’s stock after buying an additional 10,783 shares during the period. Integrated Wealth Concepts LLC’s holdings in Vertiv were worth $10,580,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also recently modified their holdings of the company. Vermillion & White Wealth Management Group LLC lifted its stake in shares of Vertiv by 58.3% in the 4th quarter. Vermillion & White Wealth Management Group LLC now owns 152 shares of the company’s stock valued at $25,000 after acquiring an additional 56 shares during the last quarter. Sankala Group LLC bought a new position in Vertiv during the 4th quarter worth approximately $27,000. Meeder Asset Management Inc. grew its position in Vertiv by 211.3% during the 4th quarter. Meeder Asset Management Inc. now owns 165 shares of the company’s stock worth $27,000 after acquiring an additional 112 shares during the last quarter. Rossby Financial LCC purchased a new position in Vertiv in the 4th quarter worth approximately $27,000. Finally, Cullen Frost Bankers Inc. increased its stake in Vertiv by 98.9% in the 4th quarter. Cullen Frost Bankers Inc. now owns 187 shares of the company’s stock worth $30,000 after purchasing an additional 93 shares during the period. 89.92% of the stock is owned by institutional investors.

Key Headlines Impacting Vertiv

Here are the key news stories impacting Vertiv this week:

• Positive Sentiment: Vertiv remains a favored way to invest in the physical infrastructure supporting artificial intelligence, including data-center power, cooling and thermal-management systems. Analysts and financial commentators continue to point to strong AI-related demand and an optimistic long-term outlook. 3 Stocks Powering the AI Boom That Are Not Named Nvidia
• Positive Sentiment: A Wall Street strategist reportedly set a street-high price target implying roughly 45% upside, arguing that the recent multi-month pullback may have created an attractive entry point. A veteran trader also sees additional gains after Vertiv’s roughly 1,000% long-term advance. Vertiv Has Cooled For 3 Months
• Positive Sentiment: Vertiv agreed to acquire UtilityInnovation Group for approximately $1.45 billion in cash at closing, plus up to $1.15 billion in contingent payments. The deal could expand Vertiv’s power-deployment capabilities and help customers bring data-center capacity online faster, although the additional consideration depends on performance. Vertiv Signs UtilityInnovation Deal
• Neutral Sentiment: Analyst ratings remain broadly optimistic, but the articles caution that consensus recommendations can be overly positive and may not independently justify buying the stock. Is Vertiv a Buy as Wall Street Analysts Look Optimistic?
• Negative Sentiment: The immediate pressure appears tied to a sharp selloff and profit-taking after Vertiv’s powerful run. Coverage highlights a roughly 6% decline in the latest session and continued weakness over several months, with investors questioning whether the AI-infrastructure growth story is already reflected in the valuation. Is Vertiv Stock Worth Buying After a 6% Drop
• Negative Sentiment: Vertiv’s elevated valuation and high share-price volatility increase the impact of profit-taking. The decline was substantially greater than the broader market’s move, suggesting company- or sector-specific repositioning rather than a change in the long-term AI demand thesis. Why Vertiv Dipped More Than the Broader Market

Analyst Ratings Changes

Several analysts have weighed in on the company. Oppenheimer reiterated an “outperform” rating and issued a $325.00 price objective on shares of Vertiv in a research report on Thursday, July 30th. Wall Street Zen cut shares of Vertiv from a “buy” rating to a “hold” rating in a report on Saturday, September 5th. Zacks Research downgraded shares of Vertiv from a “strong-buy” rating to a “hold” rating in a research note on Monday, August 31st. Mizuho set a $380.00 price target on shares of Vertiv in a report on Thursday, May 21st. Finally, Robert W. Baird set a $320.00 price target on shares of Vertiv in a research report on Thursday, July 30th. Two investment analysts have rated the stock with a Strong Buy rating, twenty-two have given a Buy rating and four have given a Hold rating to the company’s stock. According to MarketBeat, the company has an average rating of “Moderate Buy” and an average price target of $357.83.

Vertiv Trading Down 5.6%

VRT opened at $248.05 on Friday. Vertiv Holdings Co. has a one year low of $132.68 and a one year high of $379.93. The company has a debt-to-equity ratio of 0.62, a current ratio of 1.38 and a quick ratio of 1.03. The business has a 50 day simple moving average of $279.27 and a two-hundred day simple moving average of $291.97. The firm has a market capitalization of $95.50 billion, a price-to-earnings ratio of 56.12, a PEG ratio of 1.08 and a beta of 2.07.

Vertiv (NYSE:VRT) last issued its quarterly earnings data on Wednesday, July 29th. The company reported $1.52 earnings per share for the quarter, topping analysts’ consensus estimates of $1.43 by $0.09. Vertiv had a return on equity of 50.47% and a net margin of 15.09%.The firm had revenue of $3.27 billion for the quarter, compared to analyst estimates of $3.38 billion. During the same period last year, the company earned $0.95 EPS. The business’s quarterly revenue was up 24.1% compared to the same quarter last year. Vertiv has set its Q3 2026 guidance at 1.770-1.830 EPS and its FY 2026 guidance at 6.650-6.750 EPS. Analysts predict that Vertiv Holdings Co. will post 6.72 EPS for the current year.

Vertiv Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Thursday, September 24th. Investors of record on Monday, September 14th will be paid a $0.0625 dividend. The ex-dividend date of this dividend is Monday, September 14th. This represents a $0.25 dividend on an annualized basis and a yield of 0.1%. Vertiv’s dividend payout ratio (DPR) is presently 5.66%.

Insiders Place Their Bets

In other Vertiv news, Director Edward Monser sold 15,287 shares of the business’s stock in a transaction on Tuesday, September 1st. The shares were sold at an average price of $253.82, for a total transaction of $3,880,146.34. Following the transaction, the director directly owned 16,500 shares of the company’s stock, valued at approximately $4,188,030. The trade was a 48.09% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 1.10% of the stock is currently owned by company insiders.

About Vertiv

Vertiv Holdings Co (NYSE: VRT) designs, manufactures and services critical digital infrastructure that helps data centers, communications networks and other facilities operate reliably and efficiently. Its solutions support the availability, performance and growth of information technology systems.

The company’s products and services include power management and distribution equipment, uninterruptible power supplies, thermal management and cooling systems, racks and integrated infrastructure, monitoring and management software, and lifecycle services.