Vertiv Holdings Co. $VRT Shares Purchased by Ibex Wealth Advisors

Ibex Wealth Advisors increased its stake in shares of Vertiv Holdings Co. (NYSE:VRT) by 1.9% during the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 99,511 shares of the company’s stock after buying an additional 1,892 shares during the period. Vertiv comprises 2.3% of Ibex Wealth Advisors’ portfolio, making the stock its 8th largest holding. Ibex Wealth Advisors’ holdings in Vertiv were worth $24,936,000 as of its most recent filing with the Securities and Exchange Commission.

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Vermillion & White Wealth Management Group LLC lifted its position in shares of Vertiv by 58.3% during the 4th quarter. Vermillion & White Wealth Management Group LLC now owns 152 shares of the company’s stock valued at $25,000 after acquiring an additional 56 shares during the period. Sankala Group LLC acquired a new stake in shares of Vertiv in the 4th quarter worth approximately $27,000. Meeder Asset Management Inc. grew its holdings in shares of Vertiv by 211.3% in the 4th quarter. Meeder Asset Management Inc. now owns 165 shares of the company’s stock worth $27,000 after acquiring an additional 112 shares during the period. Rossby Financial LCC purchased a new position in Vertiv in the 4th quarter valued at approximately $27,000. Finally, Park Place Capital Corp increased its stake in Vertiv by 624.0% in the 4th quarter. Park Place Capital Corp now owns 181 shares of the company’s stock valued at $29,000 after purchasing an additional 156 shares in the last quarter. 89.92% of the stock is currently owned by institutional investors and hedge funds.

Analyst Upgrades and Downgrades

VRT has been the topic of a number of research analyst reports. Citigroup boosted their target price on Vertiv from $353.00 to $414.00 and gave the stock a “buy” rating in a research report on Thursday, May 7th. Fox Advisors upgraded Vertiv from a “hold” rating to a “strong-buy” rating in a research report on Thursday, May 21st. JPMorgan Chase & Co. lifted their price target on Vertiv from $305.00 to $350.00 and gave the stock an “overweight” rating in a research note on Friday, April 24th. Bank of America lifted their price target on Vertiv from $370.00 to $440.00 and gave the stock a “buy” rating in a research note on Friday, May 15th. Finally, Barclays increased their price objective on shares of Vertiv from $345.00 to $412.00 and gave the company an “overweight” rating in a research note on Friday, May 15th. Two research analysts have rated the stock with a Strong Buy rating, twenty-one have issued a Buy rating and five have issued a Hold rating to the company. According to data from MarketBeat, the company currently has an average rating of “Moderate Buy” and a consensus target price of $342.24.

Vertiv Stock Performance

Vertiv stock opened at $323.42 on Friday. The company has a debt-to-equity ratio of 0.69, a quick ratio of 1.15 and a current ratio of 1.49. The stock has a fifty day moving average of $324.39 and a two-hundred day moving average of $264.37. The company has a market capitalization of $124.23 billion, a price-to-earnings ratio of 81.26, a PEG ratio of 1.37 and a beta of 2.03. Vertiv Holdings Co. has a fifty-two week low of $110.06 and a fifty-two week high of $379.93.

Vertiv (NYSE:VRT) last issued its quarterly earnings data on Wednesday, April 22nd. The company reported $1.17 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.00 by $0.17. The business had revenue of $2.65 billion for 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 revenue was up 30.1% on a year-over-year basis. 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, analysts anticipate that Vertiv Holdings Co. will post 6.38 EPS for the current fiscal year.

Vertiv Announces Dividend

The company also recently declared a quarterly dividend, which was paid on Thursday, June 25th. Shareholders of record on Monday, June 15th were paid a dividend of $0.0625 per share. This represents a $0.25 annualized dividend and a dividend yield of 0.1%. The ex-dividend date of this dividend was Monday, June 15th. Vertiv’s dividend payout ratio (DPR) is currently 6.28%.

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.