Vertiv Holdings Co. $VRT Shares Acquired by Rakuten Investment Management Inc.

05 Nov 2026, 05:53 by Amy Steele · The Cerbat Gem

Rakuten Investment Management Inc. boosted its stake in Vertiv Holdings Co. (NYSE:VRT – Free Report) by 10.0% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 67,795 shares of the company’s stock after buying an additional 6,158 shares during the period. Rakuten Investment Management Inc.’s holdings in Vertiv were worth $16,836,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also added to or reduced their stakes in the company. State Street Corp lifted its holdings in shares of Vertiv by 4.5% in the second quarter. State Street Corp now owns 16,531,530 shares of the company’s stock valued at $5,535,087,000 after buying an additional 704,970 shares during the period. Wellington Management Group LLP raised its holdings in shares of Vertiv by 14.1% during the second quarter. Wellington Management Group LLP now owns 3,794,360 shares of the company’s stock valued at $1,270,428,000 after acquiring an additional 468,380 shares during the period. Arrowstreet Capital Limited Partnership lifted its holdings in shares of Vertiv by 1.9% in the first quarter. Arrowstreet Capital Limited Partnership now owns 2,709,276 shares of the company’s stock valued at $678,890,000 after purchasing an additional 51,328 shares in the last quarter. Bank of New York Mellon Corp boosted its position in shares of Vertiv by 33.7% in the first quarter. Bank of New York Mellon Corp now owns 2,410,642 shares of the company’s stock worth $604,059,000 after buying an additional 608,176 shares during the period. Finally, Legal & General Group Plc grew its stake in Vertiv by 1.1% during the 2nd quarter. Legal & General Group Plc now owns 2,138,967 shares of the company’s stock valued at $716,169,000 after acquiring an additional 23,444 shares in the last quarter. 89.92% of the stock is owned by institutional investors.

Vertiv Stock Performance

NYSE:VRT opened at $205.25 on Thursday. The business’s fifty day moving average is $240.47 and its 200 day moving average is $269.70. Vertiv Holdings Co. has a 52-week low of $147.82 and a 52-week high of $379.93. The firm has a market cap of $79.02 billion, a price-to-earnings ratio of 37.69, a PEG ratio of 0.75 and a beta of 2.11. The company has a debt-to-equity ratio of 0.53, a quick ratio of 1.01 and a current ratio of 1.39.

Vertiv (NYSE:VRT – Get Free Report) last announced its earnings results on Wednesday, October 28th. The company reported $2.21 earnings per share for the quarter, topping analysts’ consensus estimates of $1.82 by $0.39. The business had revenue of $4.31 billion for the quarter, compared to analyst estimates of $3.75 billion. Vertiv had a return on equity of 53.31% and a net margin of 15.99%. The company’s quarterly revenue was up 61.2% compared to the same quarter last year. During the same period in the prior year, the company earned $1.24 EPS. Research analysts predict that Vertiv Holdings Co. will post 7.17 EPS for the current year.

Vertiv Dividend Announcement

The company also recently disclosed a quarterly dividend, which was paid on Thursday, September 24th. Shareholders of record on Monday, September 14th were given a $0.0625 dividend. The ex-dividend date was Monday, September 14th. This represents a $0.25 dividend on an annualized basis and a dividend yield of 0.1%. Vertiv’s payout ratio is presently 4.67%.

Vertiv News Summary

Here are the key news stories impacting Vertiv this week:

Positive Sentiment: Vertiv signed a three-year strategic agreement with Infineon to help secure supplies of silicon and silicon-carbide power semiconductors. The deal is intended to support reliable deliveries as Vertiv scales production, including for its 800 VDC power systems. Article: Vertiv and Infineon Deepen Strategic Partnership
Positive Sentiment: Recent coverage highlights Vertiv’s strong quarterly results and higher 2026 revenue and free-cash-flow outlook, supported by demand for AI data-center infrastructure. This provides a positive fundamental backdrop, though it has not prevented volatility in the shares. Article: Vertiv: AI Panic Creates Golden Buying Opportunity
Negative Sentiment: Post-midterm fears about a possible Texas permit freeze are raising concerns that data-center construction—and related AI infrastructure spending—could face political or regulatory headwinds. Vertiv is exposed to that investment cycle, making the uncertainty a potential drag on sentiment. Article: Midterms and AI Spending Concerns
Negative Sentiment: Coverage also cited an analyst downgrade and a separate pessimistic forecast for VRT, adding pressure amid concerns about the stock’s outlook. The articles provided do not specify the analysts’ reasoning or revised targets. Article: Vertiv Shares Down Following Analyst Downgrade Article: GLJ Research Issues Pessimistic Forecast

Insider Transactions at Vertiv

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

Analysts Set New Price Targets

Several research firms have recently issued reports on VRT. Glj Research decreased their price target on Vertiv from $188.00 to $187.00 and set a “sell” rating for the company in a research note on Monday. Oppenheimer reaffirmed an “outperform” rating and set a $325.00 price target (down from $353.00) on shares of Vertiv in a research report on Thursday, July 30th. KeyCorp decreased their target price on Vertiv from $360.00 to $325.00 and set an “overweight” rating on the stock in a research report on Thursday, July 30th. TD Cowen boosted their target price on shares of Vertiv from $356.00 to $357.00 and gave the stock a “buy” rating in a research note on Thursday, October 29th. Finally, The Goldman Sachs Group dropped their price objective on Vertiv from $352.00 to $301.00 and set a “buy” rating on the stock in a research note on Thursday, July 30th. Two research analysts have rated the stock with a Strong Buy rating, twenty-three have assigned a Buy rating, four have issued a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat, Vertiv presently has an average rating of “Moderate Buy” and a consensus price target of $337.78.

Read Our Latest Research Report on VRT

Vertiv Company Profile

(Free Report)

Vertiv Holdings Co (NYSE: VRT) designs, manufactures and services critical digital infrastructure that supports data centers, communication networks and other facilities requiring reliable power and environmental control. Its solutions are used by cloud and colocation providers, telecommunications companies, enterprises, industrial organizations and edge-computing operators.

The company’s offerings include uninterruptible power supplies, power distribution and management systems, thermal-management and cooling equipment, integrated racks and enclosures, modular infrastructure, and monitoring and control software.