United Asset Strategies Inc. Makes New $1.01 Million Investment in Vertiv Holdings Co. $VRT

United Asset Strategies Inc. purchased a new stake in shares of Vertiv Holdings Co. (NYSE:VRT) during the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor purchased 4,023 shares of the company’s stock, valued at approximately $1,008,000.

Several other institutional investors and hedge funds also recently made changes to their positions in the company. CreativeOne Wealth LLC boosted its position in shares of Vertiv by 187.8% during the 3rd quarter. CreativeOne Wealth LLC now owns 10,646 shares of the company’s stock valued at $1,606,000 after acquiring an additional 6,947 shares during the last quarter. Lingotto Investment Management LLP bought a new position in shares of Vertiv in the fourth quarter worth approximately $2,641,000. Norges Bank bought a new position in shares of Vertiv in the fourth quarter worth approximately $808,701,000. Sterling Investment Advisors Ltd. raised its stake in Vertiv by 26.1% in the fourth quarter. Sterling Investment Advisors Ltd. now owns 22,476 shares of the company’s stock valued at $3,641,000 after purchasing an additional 4,645 shares in the last quarter. Finally, Dymon Asia Capital Singapore PTE. LTD. purchased a new stake in Vertiv in the fourth quarter valued at approximately $2,197,000. Institutional investors own 89.92% of the company’s stock.

Analysts Set New Price Targets

VRT has been the topic of several recent research reports. Royal Bank Of Canada increased their price objective on Vertiv from $356.00 to $435.00 and gave the company an “outperform” rating in a research report on Friday, May 15th. BNP Paribas Exane began coverage on Vertiv in a research note on Tuesday, April 14th. They set an “outperform” rating and a $345.00 target price on the stock. The Goldman Sachs Group lifted their price objective on Vertiv from $277.00 to $311.00 and gave the company a “buy” rating in a research report on Tuesday, April 14th. Morgan Stanley lifted their price target on shares of Vertiv from $285.00 to $350.00 and gave the company an “overweight” rating in a research report on Thursday, April 23rd. Finally, Zacks Research downgraded Vertiv from a “strong-buy” rating to a “hold” rating in a report on Monday, June 22nd. Two equities research analysts have rated the stock with a Strong Buy rating, twenty-one have given a Buy rating and five have assigned a Hold rating to the stock. According to MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $333.73.

Key Headlines Impacting Vertiv

Here are the key news stories impacting Vertiv this week:

• Positive Sentiment: Vertiv opened a new manufacturing facility in Johor, Malaysia, expanding capacity to support surging demand for AI and high-density computing infrastructure. That should help the company capture growth from hyperscale data center spending. Why Vertiv (VRT) Stock Is Up Today
• Positive Sentiment: Analyst-style commentary continues to highlight Vertiv as a strong growth and momentum name, with above-average financial growth and exposure to AI infrastructure trends. Is Vertiv (VRT) a Solid Growth Stock? 3 Reasons to Think “Yes”
• Positive Sentiment: Vertiv is also being cited as one of the top AI “pick-and-shovel” stocks, reflecting investor interest in its role as an infrastructure supplier for AI buildouts. Here’s Why Vertiv (VRT) is Among the 10 Best Pick and Shovel AI Stocks to Invest In
• Neutral Sentiment: Vertiv is getting increased attention from traders and Zacks users, which can support volume and volatility, but this is more a sentiment indicator than a fundamental catalyst. Vertiv Holdings Co. (VRT) Is a Trending Stock: Facts to Know Before Betting on It
• Negative Sentiment: The stock fell more than the broader market in the latest session, suggesting investors may be taking profits or reacting to valuation concerns despite the upbeat AI-related growth narrative. Why Vertiv Holdings Co. (VRT) Dipped More Than Broader Market Today

Vertiv Stock Down 4.0%

NYSE:VRT opened at $305.67 on Wednesday. The company has a market cap of $117.41 billion, a price-to-earnings ratio of 76.80, a price-to-earnings-growth ratio of 1.37 and a beta of 2.03. 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 Holdings Co. has a twelve month low of $110.06 and a twelve month high of $379.93. The stock has a fifty day simple moving average of $324.12 and a 200-day simple moving average of $262.07.

Vertiv (NYSE:VRT) last announced its earnings results on Wednesday, April 22nd. The company reported $1.17 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.00 by $0.17. The business had revenue of $2.65 billion for the quarter, compared to analysts’ expectations 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% on a year-over-year basis. During the same quarter last year, the firm earned $0.64 EPS. 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 6.38 EPS for the current year.

Vertiv Announces Dividend

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

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.