Nomura Asset Management Co. Ltd. Acquires 10,831 Shares of Vertiv Holdings Co. $VRT

Nomura Asset Management Co. Ltd. boosted its holdings in shares of Vertiv Holdings Co. (NYSE:VRT) by 2.9% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 387,441 shares of the company’s stock after buying an additional 10,831 shares during the quarter. Nomura Asset Management Co. Ltd.’s holdings in Vertiv were worth $62,769,000 at the end of the most recent quarter.

Several other large investors also recently added to or reduced their stakes in the business. Rockline Wealth Management LLC grew its position in Vertiv by 7.6% during the fourth quarter. Rockline Wealth Management LLC now owns 17,853 shares of the company’s stock valued at $2,892,000 after buying an additional 1,265 shares during the period. Verity & Verity LLC bought a new stake in Vertiv during the fourth quarter valued at approximately $207,000. Founders Financial Securities LLC grew its position in Vertiv by 7.3% during the fourth quarter. Founders Financial Securities LLC now owns 2,416 shares of the company’s stock valued at $391,000 after buying an additional 165 shares during the period. Measured Wealth Private Client Group LLC grew its position in Vertiv by 952.5% during the fourth quarter. Measured Wealth Private Client Group LLC now owns 2,105 shares of the company’s stock valued at $341,000 after buying an additional 1,905 shares during the period. Finally, Holderness Investments Co. grew its position in Vertiv by 8.6% during the fourth quarter. Holderness Investments Co. now owns 1,839 shares of the company’s stock valued at $298,000 after buying an additional 145 shares during the period. 89.92% of the stock is currently owned by institutional investors.

Insiders Place Their Bets

In related news, Director Edward L. Monser sold 77,294 shares of the firm’s stock in a transaction on Friday, March 6th. The shares were sold at an average price of $245.49, for a total transaction of $18,974,904.06. Following the completion of the transaction, the director directly owned 16,500 shares of the company’s stock, valued at approximately $4,050,585. This trade represents a 82.41% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. Insiders own 1.10% of the company’s stock.

Vertiv Stock Performance

VRT opened at $316.01 on Monday. The stock has a market capitalization of $121.38 billion, a price-to-earnings ratio of 79.40, a PEG ratio of 1.37 and a beta of 2.04. The company has a fifty day moving average of $305.93 and a 200 day moving average of $235.03. Vertiv Holdings Co. has a fifty-two week low of $104.71 and a fifty-two week high of $379.93. The company has a debt-to-equity ratio of 0.69, a quick ratio of 1.15 and a current ratio of 1.49.

Vertiv (NYSE:VRT) last posted its earnings results on Wednesday, April 22nd. The company reported $1.17 earnings per share for the quarter, beating the consensus estimate of $1.00 by $0.17. The company had revenue of $2.65 billion during the quarter, compared to analysts’ expectations of $2.63 billion. Vertiv had a net margin of 14.37% and a return on equity of 49.90%. Vertiv’s quarterly revenue was up 30.1% on a year-over-year basis. During the same period last year, the company 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. As a group, sell-side analysts forecast that Vertiv Holdings Co. will post 6.36 earnings per share for the current fiscal year.

Vertiv Dividend Announcement

The business also recently announced a quarterly dividend, which was paid on Thursday, March 26th. Investors of record on Tuesday, March 17th were 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 was Tuesday, March 17th. Vertiv’s dividend payout ratio (DPR) is presently 6.28%.

Analysts Set New Price Targets

Several brokerages recently issued reports on VRT. Fox Advisors upgraded shares of Vertiv from a “hold” rating to a “strong-buy” rating in a research report on Thursday, May 21st. Wall Street Zen upgraded shares of Vertiv from a “buy” rating to a “strong-buy” rating in a research report on Saturday. Roth Mkm reiterated a “buy” rating and issued a $355.00 price target on shares of Vertiv in a research report on Thursday, May 21st. Loop Capital initiated coverage on shares of Vertiv in a research report on Thursday, May 14th. They issued a “buy” rating and a $500.00 price target for the company. Finally, Evercore reiterated an “outperform” rating and issued a $425.00 price target on shares of Vertiv in a research report on Tuesday, May 12th. Two equities 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 company. According to data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target of $322.32.

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.