1776 Wealth LLC Invests $524,000 in Vertiv Holdings Co. $VRT

1776 Wealth LLC purchased a new stake in shares of Vertiv Holdings Co. (NYSE:VRT) during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund purchased 3,236 shares of the company’s stock, valued at approximately $524,000.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in VRT. Empowered Funds LLC increased its position in Vertiv by 25.9% during the 1st quarter. Empowered Funds LLC now owns 11,557 shares of the company’s stock valued at $834,000 after purchasing an additional 2,377 shares during the period. Sivia Capital Partners LLC purchased a new stake in shares of Vertiv in the 2nd quarter worth about $567,000. Cary Street Partners Financial LLC lifted its position in shares of Vertiv by 19.8% in the 2nd quarter. Cary Street Partners Financial LLC now owns 1,390 shares of the company’s stock worth $178,000 after purchasing an additional 230 shares during the period. Bank of Nova Scotia boosted its stake in shares of Vertiv by 49.7% during the 2nd quarter. Bank of Nova Scotia now owns 29,239 shares of the company’s stock valued at $3,755,000 after purchasing an additional 9,712 shares in the last quarter. Finally, Ossiam purchased a new position in shares of Vertiv during the 2nd quarter worth approximately $50,000. Hedge funds and other institutional investors own 89.92% of the company’s stock.

Vertiv Trading Down 0.0%

Shares of Vertiv stock opened at $300.44 on Monday. The stock has a market capitalization of $115.40 billion, a PE ratio of 75.49, a P/E/G ratio of 1.30 and a beta of 2.04. Vertiv Holdings Co. has a 1-year low of $107.38 and a 1-year high of $379.93. The company’s fifty day simple moving average is $311.65 and its 200-day simple moving average is $240.39. The company has a debt-to-equity ratio of 0.69, a current ratio of 1.49 and a quick ratio of 1.15.

Vertiv (NYSE:VRT) last released 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. Vertiv had a net margin of 14.37% and a return on equity of 49.90%. The firm had revenue of $2.65 billion for the quarter, compared to analysts’ expectations of $2.63 billion. During the same quarter last year, the business posted $0.64 earnings per share. The company’s revenue for the quarter was up 30.1% compared to the same quarter last year. Vertiv has set its Q2 2026 guidance at 1.370-1.430 EPS and its FY 2026 guidance at 6.300-6.400 EPS. As a group, equities analysts anticipate that Vertiv Holdings Co. will post 6.36 earnings per share for the current year.

Vertiv Announces Dividend

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

Wall Street Analyst Weigh In

VRT has been the subject of several research reports. The Goldman Sachs Group increased their target price on Vertiv from $277.00 to $311.00 and gave the stock a “buy” rating in a research report on Tuesday, April 14th. Roth Mkm reaffirmed a “buy” rating and issued a $355.00 target price on shares of Vertiv in a research report on Thursday, May 21st. Bank of America lifted their price target on shares of Vertiv from $370.00 to $440.00 and gave the company a “buy” rating in a research report on Friday, May 15th. Evercore reissued an “outperform” rating and set a $425.00 price objective on shares of Vertiv in a research note on Tuesday, May 12th. Finally, Citigroup upped their price objective on shares of Vertiv from $353.00 to $414.00 and gave the stock a “buy” rating in a report on Thursday, May 7th. Two investment analysts have rated the stock with a Strong Buy rating, twenty-two have assigned a Buy rating, three have assigned a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat, Vertiv currently has an average rating of “Moderate Buy” and an average price target of $322.32.

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.