7,248 Vertiv Holdings Co. $VRT Shares Purchased by LDR Capital Management LLC

LDR Capital Management LLC increased its stake in shares of Vertiv Holdings Co. (NYSE:VRT) by 111.5% in the third quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 13,749 shares of the company’s stock after acquiring an additional 7,248 shares during the quarter. Vertiv comprises about 3.8% of LDR Capital Management LLC’s portfolio, making the stock its 9th largest holding. LDR Capital Management LLC’s holdings in Vertiv were worth $3,318,000 as of its most recent filing with the SEC.

A number of other hedge funds and other institutional investors have also recently modified their holdings of the stock. Perpetual Ltd lifted its position in shares of Vertiv by 6,110.5% in the third quarter. Perpetual Ltd now owns 114,397 shares of the company’s stock worth $27,605,000 after buying an additional 112,555 shares in the last quarter. Ritholtz Wealth Management boosted its stake in Vertiv by 137.5% during the first quarter. Ritholtz Wealth Management now owns 7,238 shares of the company’s stock valued at $1,814,000 after buying an additional 4,190 shares during the last quarter. Healthcare of Ontario Pension Plan Trust Fund boosted its stake in Vertiv by 536.3% during the first quarter. Healthcare of Ontario Pension Plan Trust Fund now owns 76,358 shares of the company’s stock valued at $19,134,000 after buying an additional 64,358 shares during the last quarter. NBZ Investment Advisors LLC purchased a new position in Vertiv during the 1st quarter valued at approximately $1,204,000. Finally, N10 Wealth LLC grew its holdings in Vertiv by 34.2% during the 3rd quarter. N10 Wealth LLC now owns 80,798 shares of the company’s stock valued at $19,497,000 after buying an additional 20,604 shares in the last quarter. Institutional investors own 89.92% of the company’s stock.

More Vertiv News

Here are the key news stories impacting Vertiv this week:

• Positive Sentiment: AI infrastructure opportunity remains strong. Vertiv and Deloitte introduced a guide to help enterprises move AI projects from pilot programs into production, potentially supporting demand for Vertiv’s power and cooling infrastructure as companies expand AI deployments. Vertiv Helps Enterprises Move from AI Pilots to Production
• Positive Sentiment: RBC maintained an “outperform” rating. Royal Bank of Canada lowered its price target from $337 to $323, but the revised target still implies substantial upside from current levels, signaling continued long-term confidence. Vertiv price target update
• Neutral Sentiment: Third-quarter earnings are scheduled for October 28. Investors will be watching results and management’s outlook for evidence that AI-related demand is translating into revenue growth, margins and sustainable orders. Vertiv Announces Date of Third Quarter 2026 Earnings Release and Conference Call
• Neutral Sentiment: Vertiv is being compared unfavorably with Amphenol. Analysts noted that Vertiv benefits from AI infrastructure growth, while Amphenol has delivered stronger stock performance and offers a more diversified portfolio. The comparison may encourage some investors to rotate toward competitors. Vertiv vs. Amphenol
• Negative Sentiment: The stock underperformed the broader market. Vertiv’s sharp decline suggests investors are taking profits or reducing exposure to high-growth AI infrastructure stocks, with valuation and near-term expectations likely adding to selling pressure. Vertiv Dips More Than Broader Market

Wall Street Analyst Weigh In

A number of research firms have issued reports on VRT. BNP Paribas Exane reduced their price objective on Vertiv from $380.00 to $365.00 and set an “outperform” rating on the stock in a research note on Friday, July 31st. The Goldman Sachs Group lowered their target price on Vertiv from $352.00 to $301.00 and set a “buy” rating for the company in a research report on Thursday, July 30th. Evercore set a $375.00 target price on Vertiv in a research report on Wednesday, July 29th. Mizuho cut their target price on shares of Vertiv from $380.00 to $300.00 and set an “outperform” rating for the company in a report on Thursday, July 30th. Finally, Oppenheimer restated an “outperform” rating and issued a $325.00 price target (down from $353.00) on shares of Vertiv in a research report on Thursday, July 30th. Two analysts have rated the stock with a Strong Buy rating, twenty-three have issued a Buy rating, five have assigned a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat, the company currently has an average rating of “Moderate Buy” and a consensus target price of $337.15.

Vertiv Price Performance

NYSE:VRT opened at $222.57 on Thursday. The firm has a market capitalization of $85.69 billion, a price-to-earnings ratio of 50.35, a PEG ratio of 0.88 and a beta of 2.05. Vertiv Holdings Co. has a 1 year low of $147.82 and a 1 year high of $379.93. The business has a 50 day simple moving average of $258.24 and a 200-day simple moving average of $289.58. The company has a debt-to-equity ratio of 0.62, a current ratio of 1.38 and a quick ratio of 1.03.

Vertiv (NYSE:VRT) last announced its earnings results on Wednesday, July 29th. The company reported $1.52 EPS for the quarter, topping analysts’ consensus estimates of $1.43 by $0.09. The firm had revenue of $3.27 billion during the quarter, compared to analysts’ expectations of $3.38 billion. Vertiv had a return on equity of 50.47% and a net margin of 15.09%. The company’s quarterly revenue was up 24.1% on a year-over-year basis. During the same quarter in the previous year, the business earned $0.95 EPS. 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 analysts forecast that Vertiv Holdings Co. will post 6.73 EPS for the current year.

Vertiv Dividend Announcement

The business also recently declared a quarterly dividend, which was paid on Thursday, September 24th. Investors of record on Monday, September 14th were given a $0.0625 dividend. The ex-dividend date was 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 currently 5.66%.

Insider Buying and Selling

In other Vertiv news, Director Edward Monser sold 15,287 shares of Vertiv 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 completion of the transaction, the director directly owned 16,500 shares of the company’s stock, valued at $4,188,030. The trade was a 48.09% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 1.10% of the stock is owned by insiders.

About Vertiv

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.