Vertiv Holdings Co. $VRT Shares Newly Acquired by Ables Iannone Moore & Associates Inc.

Ables Iannone Moore & Associates Inc. bought a new position in Vertiv Holdings Co. (NYSE:VRT) in the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm bought 2,461 shares of the company’s stock, valued at approximately $594,000.

Other large investors have also made changes to their positions in the company. Eastern Bank boosted its stake in Vertiv by 3.7% in the 3rd quarter. Eastern Bank now owns 6,665 shares of the company’s stock worth $1,608,000 after purchasing an additional 238 shares during the period. Rockland Trust Co. raised its stake in Vertiv by 8.1% during the 3rd quarter. Rockland Trust Co. now owns 2,549 shares of the company’s stock valued at $615,000 after purchasing an additional 191 shares during the period. Polaris Financial Partners purchased a new stake in shares of Vertiv in the third quarter valued at $4,227,000. CX Institutional lifted its holdings in shares of Vertiv by 750.0% in the third quarter. CX Institutional now owns 527 shares of the company’s stock valued at $127,000 after purchasing an additional 465 shares in the last quarter. Finally, Burkett Financial Services LLC acquired a new stake in shares of Vertiv in the third quarter worth $35,000. Institutional investors and hedge funds own 89.92% of the company’s stock.

Insider Buying and Selling at Vertiv

In other news, Director Edward Monser sold 15,287 shares of the firm’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 owned 16,500 shares in the company, valued at approximately $4,188,030. This trade represents a 48.09% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Corporate insiders own 1.10% of the company’s stock.

Key Headlines Impacting Vertiv

Here are the key news stories impacting Vertiv this week:

• Positive Sentiment: BMO Capital Markets upgraded Vertiv to “strong buy” after initiating coverage with an “outperform” rating and a $329 price target, implying substantial upside from recent trading levels. The bullish view reflects Vertiv’s exposure to expanding demand for data-center power and cooling infrastructure. BMO Capital Initiates Vertiv Holdings at Outperform With $329 Price Target
• Positive Sentiment: An investment article highlighted Vertiv as an overlooked AI beneficiary. As increasingly powerful AI chips generate more heat, data centers require advanced liquid-cooling and thermal-management systems—areas that could support Vertiv’s long-term revenue growth and competitive position. The Overlooked AI Stock Poised to Outperform Nvidia and Palantir
• Neutral Sentiment: Vertiv appointed Michael Resha as executive vice president of manufacturing, logistics and operational excellence. He will lead efforts to improve execution as AI and high-density computing drive demand; outgoing executive Anders Karlborg is moving to a special-operations role to support the transition. The change could improve operating performance, although near-term financial impact is unclear. Vertiv Appoints Michael Resha to Lead Global Manufacturing and Operational Excellence
• Negative Sentiment: GLJ Research initiated coverage with a “sell” rating and a $188 price target, representing roughly 26% downside from the cited share price. The bearish call contrasts sharply with BMO’s bullish outlook and may pressure the stock by raising concerns about valuation and future execution. Vertiv Now Covered by GLJ Research

Vertiv Stock Up 0.5%

VRT stock traded up $1.17 during mid-day trading on Tuesday, hitting $254.79. The stock had a trading volume of 2,244,332 shares, compared to its average volume of 6,372,272. Vertiv Holdings Co. has a 1-year low of $147.82 and a 1-year high of $379.93. The company has a fifty day moving average of $260.00 and a 200 day moving average of $290.71. The company has a current ratio of 1.38, a quick ratio of 1.03 and a debt-to-equity ratio of 0.62. The stock has a market capitalization of $98.09 billion, a price-to-earnings ratio of 57.76, a PEG ratio of 0.94 and a beta of 2.05.

Vertiv (NYSE:VRT) last announced its quarterly earnings results on Wednesday, July 29th. The company reported $1.52 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.43 by $0.09. Vertiv had a return on equity of 50.47% and a net margin of 15.09%.The business had revenue of $3.27 billion during the quarter, compared to analyst estimates of $3.38 billion. During the same period in the previous year, the company earned $0.95 EPS. The firm’s revenue was up 24.1% on a year-over-year basis. Vertiv has set its Q3 2026 guidance at 1.770-1.830 EPS and its FY 2026 guidance at 6.650-6.750 EPS. On average, equities analysts expect that Vertiv Holdings Co. will post 6.73 EPS for the current fiscal year.

Vertiv Announces Dividend

The firm also recently declared a quarterly dividend, which was paid on Thursday, September 24th. Stockholders of record on Monday, September 14th were paid a dividend of $0.0625 per share. The ex-dividend date was Monday, September 14th. This represents a $0.25 annualized dividend and a dividend yield of 0.1%. Vertiv’s dividend payout ratio is 5.66%.

Wall Street Analyst Weigh In

Several research analysts recently weighed in on the company. Glj Research began coverage on Vertiv in a research report on Tuesday. They set a “sell” rating and a $188.00 price target on the stock. Robert W. Baird set a $320.00 price objective on Vertiv in a research report on Thursday, July 30th. Piper Sandler set a $375.00 target price on Vertiv in a report on Wednesday, July 29th. BMO Capital Markets initiated coverage on shares of Vertiv in a research report on Sunday. They issued an “outperform” rating and a $329.00 price target for the company. Finally, Royal Bank Of Canada lowered their price objective on shares of Vertiv from $418.00 to $337.00 and set an “outperform” rating on the stock in a research report on Thursday, July 30th. Three investment analysts have rated the stock with a Strong Buy rating, twenty-two have given a Buy rating, four have given a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat.com, Vertiv has a consensus rating of “Moderate Buy” and an average target price of $348.24.

Vertiv Company Profile

Vertiv Holdings Co provides digital infrastructure and continuity solutions for data centers, communication networks, and other technology-intensive facilities. The company helps customers design, build, operate, and maintain infrastructure that supports the availability, performance, and efficiency of critical digital systems.

Its product portfolio includes power management and distribution equipment, uninterruptible power supplies, switchgear, busways, racks, integrated modular systems, and data center infrastructure.