ARS Investment Partners LLC Grows Stock Holdings in Vertiv Holdings Co. $VRT

ARS Investment Partners LLC lifted its holdings in Vertiv Holdings Co. (NYSE:VRT) by 22.2% in the 1st quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 165,591 shares of the company’s stock after acquiring an additional 30,087 shares during the period. Vertiv makes up 2.2% of ARS Investment Partners LLC’s portfolio, making the stock its 17th biggest position. ARS Investment Partners LLC’s holdings in Vertiv were worth $41,494,000 as of its most recent SEC filing.

Several other large investors also recently made changes to their positions in the business. State Street Corp boosted its position in Vertiv by 2.8% during the 4th quarter. State Street Corp now owns 8,694,900 shares of the company’s stock worth $1,408,661,000 after purchasing an additional 235,577 shares during the period. Geode Capital Management LLC increased its holdings in Vertiv by 2.1% in the 4th quarter. Geode Capital Management LLC now owns 7,065,912 shares of the company’s stock valued at $1,141,723,000 after purchasing an additional 143,821 shares in the last quarter. Invesco Ltd. raised its position in Vertiv by 2.1% in the fourth quarter. Invesco Ltd. now owns 5,974,205 shares of the company’s stock valued at $967,881,000 after purchasing an additional 121,618 shares during the period. Norges Bank purchased a new position in Vertiv in the fourth quarter valued at about $808,701,000. Finally, American Century Companies Inc. raised its position in Vertiv by 16.7% in the third quarter. American Century Companies Inc. now owns 3,431,760 shares of the company’s stock valued at $517,715,000 after purchasing an additional 491,349 shares during the period. Institutional investors and hedge funds own 89.92% of the company’s stock.

Vertiv Stock Performance

Shares of VRT stock opened at $333.49 on Friday. Vertiv Holdings Co. has a 12 month low of $110.06 and a 12 month high of $379.93. The company has a debt-to-equity ratio of 0.69, a current ratio of 1.49 and a quick ratio of 1.15. The firm has a market capitalization of $128.10 billion, a P/E ratio of 83.79, a P/E/G ratio of 1.44 and a beta of 2.03. The company’s fifty day moving average price is $321.56 and its two-hundred day moving average price is $249.52.

Vertiv (NYSE:VRT) last posted its quarterly earnings data on Wednesday, April 22nd. The company reported $1.17 earnings per share for the quarter, beating analysts’ consensus estimates of $1.00 by $0.17. The company 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 firm’s revenue for the quarter was up 30.1% on a year-over-year basis. During the same period in the prior year, the company posted $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. On average, research analysts anticipate that Vertiv Holdings Co. will post 6.36 earnings per share for the current fiscal year.

Vertiv Dividend Announcement

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

Wall Street Analysts Forecast Growth

VRT has been the subject of several analyst reports. Loop Capital assumed coverage on Vertiv in a research report on Thursday, May 14th. They issued a “buy” rating and a $500.00 target price for the company. Citigroup raised their target price on Vertiv from $353.00 to $414.00 and gave the company a “buy” rating in a report on Thursday, May 7th. BNP Paribas Exane initiated coverage on Vertiv in a research report on Tuesday, April 14th. They set an “outperform” rating and a $345.00 price target on the stock. JPMorgan Chase & Co. boosted their price target on Vertiv from $305.00 to $350.00 and gave the stock an “overweight” rating in a research report on Friday, April 24th. Finally, Jefferies Financial Group restated a “hold” rating and issued a $260.00 price target (down from $280.00) on shares of Vertiv in a report on Tuesday, March 31st. Three equities research analysts have rated the stock with a Strong Buy rating, twenty-two have assigned a Buy rating and four have issued a Hold rating to the company. According to data from MarketBeat.com, Vertiv presently has an average rating of “Moderate Buy” and an average price target of $326.39.

Vertiv 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.