Formuepleje A S Acquires New Position in Vertiv Holdings Co. $VRT

07 Sep 2026, 08:27 by Michael Walen · The Markets Daily

Formuepleje A S acquired a new stake in shares of Vertiv Holdings Co. (NYSE:VRT – Free Report) during the 2nd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor acquired 3,013 shares of the company’s stock, valued at approximately $1,009,000.

A number of other large investors also recently bought and sold shares of the company. Lingotto Investment Management LLP acquired a new stake in shares of Vertiv during the 4th quarter worth approximately $2,641,000. Norges Bank acquired a new position in Vertiv during the 4th quarter valued at approximately $808,701,000. Sterling Investment Advisors Ltd. grew its stake in Vertiv by 26.1% during the 4th quarter. Sterling Investment Advisors Ltd. now owns 22,476 shares of the company’s stock worth $3,641,000 after buying an additional 4,645 shares during the last quarter. Dymon Asia Capital Singapore PTE. LTD. bought a new position in Vertiv during the 4th quarter worth $2,197,000. Finally, WD Rutherford LLC increased its position in Vertiv by 80.7% in the fourth quarter. WD Rutherford LLC now owns 15,081 shares of the company’s stock worth $2,443,000 after buying an additional 6,734 shares during the period. Institutional investors own 89.92% of the company’s stock.

Vertiv News Summary

Here are the key news stories impacting Vertiv this week:

Positive Sentiment: AI power infrastructure expansion: Vertiv will pay approximately $1.45 billion in cash at closing, with up to $1.15 billion in additional payments tied to 12- and 24-month earnings targets. UIG adds microgrid controls, onsite-generation orchestration, switchgear and behind-the-meter power capabilities, extending Vertiv’s offering from the electrical grid to the data-center chip. Management expects the acquisition to be accretive to adjusted earnings per share in the first year after closing. Vertiv’s UIG Deal Targets the Next Big Constraint in AI Data Centers
Positive Sentiment: Strong AI-driven growth narrative: Recent analysis highlights Vertiv’s 60% year-over-year adjusted EPS growth in the second quarter, higher full-year guidance, doubled deferred revenue and expected third-quarter revenue growth of roughly 40%. Its technical integration with NVIDIA and expanding cooling and power portfolio continue to support investor enthusiasm. Vertiv Holdings: The Market Is Making The Same Mistake Twice, Still A Buy
Positive Sentiment: Positive analyst and institutional sentiment: Vertiv retains a consensus “Moderate Buy” rating, while reports point to strong interest from billionaire-led funds and potential competitive advantages over other AI cooling and infrastructure providers. Vertiv Receives Moderate Buy Consensus
Neutral Sentiment: Valuation remains demanding: Analysts view Vertiv’s growth prospects favorably, but the stock’s elevated earnings multiple leaves limited room for execution disappointments and makes future gains dependent on continued strong AI infrastructure growth. Vertiv AI Infrastructure Growth and Valuation
Negative Sentiment: Insider sale: Director Edward Monser sold 15,287 shares worth approximately $3.88 million under a pre-arranged Rule 10b5-1 plan. The planned nature limits its significance, but the transaction reduced his direct ownership by about 48%. Vertiv Director Insider Sale

Vertiv Trading Up 0.1%

Shares of VRT stock opened at $280.76 on Monday. Vertiv Holdings Co. has a 1 year low of $118.70 and a 1 year high of $379.93. The firm has a market capitalization of $108.09 billion, a PE ratio of 63.52, a price-to-earnings-growth ratio of 1.15 and a beta of 2.07. The stock has a fifty day moving average of $282.72 and a two-hundred day moving average of $291.20. The company has a debt-to-equity ratio of 0.62, a quick ratio of 1.03 and a current ratio of 1.38.

Vertiv (NYSE:VRT – Get Free Report) last issued its quarterly earnings results on Wednesday, July 29th. The company reported $1.52 EPS for the quarter, beating analysts’ consensus estimates of $1.43 by $0.09. The company had revenue of $3.27 billion for the quarter, compared to analyst estimates of $3.38 billion. Vertiv had a return on equity of 50.47% and a net margin of 15.09%.The company’s quarterly revenue was up 24.1% compared to the same quarter last year. During the same period last year, the company earned $0.95 earnings per share. Vertiv has set its Q3 2026 guidance at 1.770-1.830 EPS and its FY 2026 guidance at 6.650-6.750 EPS. As a group, research analysts expect that Vertiv Holdings Co. will post 6.72 EPS for the current year.

Vertiv Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Thursday, September 24th. Stockholders of record on Monday, September 14th will be paid 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 of this dividend is Monday, September 14th. Vertiv’s dividend payout ratio is currently 5.66%.

Wall Street Analyst Weigh In

A number of equities research analysts have issued reports on VRT shares. KeyCorp cut their target price on Vertiv from $360.00 to $325.00 and set an “overweight” rating on the stock in a research note on Thursday, July 30th. Wall Street Zen cut shares of Vertiv from a “buy” rating to a “hold” rating in a report on Saturday. Oppenheimer reiterated an “outperform” rating and issued a $325.00 price objective on shares of Vertiv in a research report on Thursday, July 30th. UBS Group reissued a “buy” rating and set a $370.00 target price on shares of Vertiv in a research note on Thursday, July 30th. Finally, Fox Advisors upgraded shares of Vertiv from a “hold” rating to a “strong-buy” rating in a research report on Thursday, May 21st. Two analysts have rated the stock with a Strong Buy rating, twenty-two have issued a Buy rating and four have issued a Hold rating to the company. Based on data from MarketBeat, Vertiv currently has an average rating of “Moderate Buy” and an average target price of $357.83.

Get Our Latest Stock Report on Vertiv

Insider Activity

In other news, Director Edward Monser sold 15,287 shares of the stock in a transaction that occurred on Tuesday, September 1st. The shares were sold at an average price of $253.82, for a total value of $3,880,146.34. Following the completion of the transaction, the director directly owned 16,500 shares in the company, valued at $4,188,030. This trade represents a 48.09% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 1.10% of the stock is owned by company insiders.

About Vertiv

(Free Report)

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.