Bank of New York Mellon Corp Sells 340,601 Shares of Vertiv Holdings Co. $VRT

Bank of New York Mellon Corp decreased its position in Vertiv Holdings Co. (NYSE:VRT) by 15.9% during the 4th quarter, according to its most recent filing with the SEC. The institutional investor owned 1,802,466 shares of the company’s stock after selling 340,601 shares during the period. Bank of New York Mellon Corp’s holdings in Vertiv were worth $292,017,000 as of its most recent filing with the SEC.

Several other institutional investors have also recently made changes to their positions in the stock. Waterfront Wealth Inc. increased its position in shares of Vertiv by 2.5% during the 4th quarter. Waterfront Wealth Inc. now owns 2,253 shares of the company’s stock worth $365,000 after purchasing an additional 56 shares during the last quarter. Balance Wealth LLC increased its holdings in shares of Vertiv by 2.8% during the 4th quarter. Balance Wealth LLC now owns 2,089 shares of the company’s stock worth $338,000 after acquiring an additional 57 shares during the last quarter. Legacy Capital Group California Inc. increased its holdings in shares of Vertiv by 3.2% during the 4th quarter. Legacy Capital Group California Inc. now owns 1,859 shares of the company’s stock worth $301,000 after acquiring an additional 57 shares during the last quarter. Fairfield Financial Advisors LTD increased its holdings in shares of Vertiv by 2.3% during the 4th quarter. Fairfield Financial Advisors LTD now owns 2,564 shares of the company’s stock worth $415,000 after acquiring an additional 58 shares during the last quarter. Finally, Rothschild Investment LLC grew its holdings in Vertiv by 2.3% in the 4th quarter. Rothschild Investment LLC now owns 2,685 shares of the company’s stock valued at $435,000 after buying an additional 61 shares in the last quarter. Institutional investors and hedge funds own 89.92% of the company’s stock.

Vertiv Stock Performance

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

Vertiv (NYSE:VRT) last issued its earnings results on Wednesday, April 22nd. The company reported $1.17 EPS for the quarter, topping the consensus estimate of $1.00 by $0.17. The firm had revenue of $2.65 billion during the quarter, compared to the consensus estimate of $2.63 billion. Vertiv had a return on equity of 49.90% and a net margin of 14.37%.The business’s quarterly revenue was up 30.1% on a year-over-year basis. During the same quarter in the previous year, the firm 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, analysts anticipate that Vertiv Holdings Co. will post 6.36 EPS for the current fiscal year.

Vertiv Announces Dividend

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

Wall Street Analyst Weigh In

VRT has been the topic of a number of research reports. JPMorgan Chase & Co. upped their price objective on Vertiv from $305.00 to $350.00 and gave the company an “overweight” rating in a report on Friday, April 24th. Royal Bank Of Canada upped their target price on Vertiv from $356.00 to $435.00 and gave the company an “outperform” rating in a research report on Friday, May 15th. Wall Street Zen upgraded Vertiv from a “buy” rating to a “strong-buy” rating in a research report on Saturday, May 30th. Fox Advisors upgraded Vertiv from a “hold” rating to a “strong-buy” rating in a research report on Thursday, May 21st. Finally, Citigroup upped their target price on Vertiv from $353.00 to $414.00 and gave the company a “buy” rating in a research report on Thursday, May 7th. Two equities research analysts have rated the stock with a Strong Buy rating, twenty-two have given a Buy rating, three have issued a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus price target of $322.32.

Key Stories Impacting 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

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.