Avise Financial Cooperative Inc. Takes Position in Vertiv Holdings Co. $VRT

Avise Financial Cooperative Inc. acquired a new stake in Vertiv Holdings Co. (NYSE:VRT) during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor acquired 2,355 shares of the company’s stock, valued at approximately $381,000.

A number of other hedge funds have also recently added to or reduced their stakes in VRT. Norges Bank purchased a new stake in Vertiv during the fourth quarter worth $808,701,000. Schroder Investment Management Group boosted its holdings in Vertiv by 148.0% during the third quarter. Schroder Investment Management Group now owns 1,828,750 shares of the company’s stock worth $275,885,000 after buying an additional 1,091,210 shares in the last quarter. Ameriprise Financial Inc. boosted its holdings in Vertiv by 49.5% during the second quarter. Ameriprise Financial Inc. now owns 2,811,114 shares of the company’s stock worth $361,033,000 after buying an additional 930,158 shares in the last quarter. Qube Research & Technologies Ltd purchased a new stake in Vertiv during the third quarter worth $125,331,000. Finally, Vanguard Group Inc. boosted its holdings in Vertiv by 2.2% during the third quarter. Vanguard Group Inc. now owns 38,833,036 shares of the company’s stock worth $5,858,352,000 after buying an additional 826,281 shares in the last quarter. 89.92% of the stock is owned by hedge funds and other institutional investors.

Trending Headlines about Vertiv

Here are the key news stories impacting Vertiv this week:

• Positive Sentiment: Vertiv launched PurgeRite NearZero, a new fluid-management service designed to cut water, wastewater, and hauling needs in AI-ready data centers, reinforcing its role in the fast-growing AI infrastructure market. Vertiv Expands Fluid Management Services to Help Reduce Water Use During Data Center Fluid System Commissioning
• Positive Sentiment: Analyst commentary highlighted Vertiv as a beneficiary of ongoing digitization, stronger hybrid-working infrastructure demand, and improving IT spending, which supports the stock’s momentum. 3 IT Services Stocks to Buy Right Now From a Challenging Industry
• Positive Sentiment: Another bullish note pointed to Vertiv’s strong one-year run, driven by AI-related data center demand, acquisitions, and NVIDIA ties, although the stock is trading at a premium valuation. Should You Buy, Sell, or Hold VRT Stock After a 195% Rise in One Year?
• Neutral Sentiment: Vertiv declared a small quarterly dividend of $0.0625 per share, which is a routine capital-return update and likely has limited impact on the stock near term. Vertiv Declares Quarterly Dividend

Analyst Ratings Changes

A number of brokerages recently issued reports on VRT. Bank of America increased their price target on shares of Vertiv from $370.00 to $440.00 and gave the stock a “buy” rating in a report on Friday, May 15th. Evercore reissued an “outperform” rating and set a $425.00 price target on shares of Vertiv in a report on Tuesday, May 12th. HSBC assumed coverage on shares of Vertiv in a research report on Wednesday, March 25th. They set a “buy” rating and a $325.00 price objective for the company. Citigroup upped their price objective on shares of Vertiv from $353.00 to $414.00 and gave the stock a “buy” rating in a research report on Thursday, May 7th. Finally, Barclays upped their price objective on shares of Vertiv from $345.00 to $412.00 and gave the stock an “overweight” rating in a research report on Friday, May 15th. Two research analysts have rated the stock with a Strong Buy rating, twenty-two have given a Buy rating, three have given a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat.com, Vertiv has an average rating of “Moderate Buy” and an average target price of $322.32.

Vertiv Price Performance

Shares of NYSE VRT opened at $324.51 on Friday. The firm has a 50-day simple moving average of $311.17 and a 200-day simple moving average of $239.44. The stock has a market capitalization of $124.65 billion, a price-to-earnings ratio of 81.53, a price-to-earnings-growth ratio of 1.43 and a beta of 2.03. The company has a quick ratio of 1.15, a current ratio of 1.49 and a debt-to-equity ratio of 0.69. Vertiv Holdings Co. has a 52 week low of $107.38 and a 52 week high of $379.93.

Vertiv (NYSE:VRT) last issued its earnings results on Wednesday, April 22nd. The company reported $1.17 EPS for the quarter, beating analysts’ consensus estimates of $1.00 by $0.17. The business 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%. The company’s quarterly revenue was up 30.1% compared to the same quarter last year. During the same period in the prior year, the business earned $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. On average, equities analysts predict that Vertiv Holdings Co. will post 6.36 earnings per share for the current fiscal year.

Vertiv Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Thursday, June 25th. Stockholders of record on Monday, June 15th will be given a $0.0625 dividend. This represents a $0.25 dividend on an annualized basis and a dividend yield of 0.1%. The ex-dividend date is Monday, June 15th. Vertiv’s dividend payout ratio is 6.28%.

Vertiv Company Profile

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.