Tidal Investments LLC Has $229.52 Million Stake in Vertiv Holdings Co. $VRT

by · The Markets Daily

Tidal Investments LLC increased its stake in shares of Vertiv Holdings Co. (NYSE:VRT – Free Report) by 141.1% during the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 685,490 shares of the company’s stock after buying an additional 401,147 shares during the quarter. Tidal Investments LLC’s holdings in Vertiv were worth $229,516,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors have also recently added to or reduced their stakes in the stock. California State Teachers Retirement System lifted its position in Vertiv by 33,242.5% during the second quarter. California State Teachers Retirement System now owns 185,501,329 shares of the company’s stock worth $62,109,555,000 after purchasing an additional 184,944,978 shares during the period. Norges Bank bought a new position in Vertiv in the 4th quarter valued at about $808,701,000. Marshall Wace LLP increased its holdings in Vertiv by 265.6% in the 4th quarter. Marshall Wace LLP now owns 2,670,007 shares of the company’s stock valued at $432,568,000 after buying an additional 1,939,749 shares during the period. Jupiter Topco LLC acquired a new position in shares of Vertiv in the 2nd quarter valued at approximately $441,083,000. Finally, Alkeon Capital Management LLC lifted its holdings in shares of Vertiv by 178.2% during the 4th quarter. Alkeon Capital Management LLC now owns 2,003,110 shares of the company’s stock worth $324,524,000 after acquiring an additional 1,283,110 shares during the period. 89.92% of the stock is owned by institutional investors and hedge funds.

Analyst Ratings Changes

A number of research analysts recently issued reports on VRT shares. Royal Bank Of Canada decreased their price objective on shares of Vertiv from $418.00 to $337.00 and set an “outperform” rating on the stock in a research note on Thursday, July 30th. UBS Group reaffirmed a “buy” rating and issued a $370.00 target price on shares of Vertiv in a report on Thursday, July 30th. Barclays lifted their price target on Vertiv from $345.00 to $412.00 and gave the company an “overweight” rating in a research note on Friday, May 15th. Citigroup dropped their price objective on Vertiv from $414.00 to $358.00 and set a “buy” rating for the company in a research report on Thursday, July 30th. Finally, Mizuho set a $380.00 price objective on Vertiv in a research note on Thursday, May 21st. Two research 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 stock. Based on data from MarketBeat.com, Vertiv presently has a consensus rating of “Moderate Buy” and an average price target of $357.83.

Check Out Our Latest Report on Vertiv

Insider Activity

In other news, Director Edward Monser sold 15,287 shares of the firm’s stock in a transaction that occurred on Tuesday, September 1st. The shares were sold at an average price of $253.82, for a total transaction 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 position. The sale was disclosed in a filing with the SEC, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders own 1.10% of the company’s stock.

Key Headlines Impacting Vertiv

Here are the key news stories impacting Vertiv this week:

  • Positive Sentiment: Expansion into power infrastructure: Vertiv agreed to acquire UtilityInnovation Holdings for approximately $1.45 billion in cash, plus up to $1.15 billion in contingent consideration. The deal could strengthen Vertiv’s position in utility and power-delivery infrastructure supporting data-center growth and accelerate customer deployments. Vertiv UtilityInnovation acquisition analysis
  • Positive Sentiment: Analysts remain broadly constructive: Coverage of Vertiv’s average brokerage recommendation indicates a favorable rating, and the company continues to receive attention as a momentum stock tied to long-term AI data-center infrastructure demand. Wall Street view on Vertiv
  • Neutral Sentiment: Mixed earnings picture: Vertiv’s latest quarterly results included adjusted earnings of $1.52 per share, above the $1.43 consensus estimate, while revenue of $3.27 billion fell short of the $3.38 billion forecast. Revenue still increased 24.1% year over year, supporting the broader AI infrastructure growth thesis.
  • Neutral Sentiment: Limited rating support: Jefferies maintained a Hold rating, suggesting analysts see meaningful growth potential but also believe the current valuation and execution risks are already reflected to some extent. Jefferies maintains Hold rating
  • Negative Sentiment: Acquisition and valuation concerns: The transaction requires substantial upfront cash and additional payments tied to performance. With Vertiv trading at a high earnings multiple, investors may be demanding clearer evidence that the acquisition will generate sufficient returns, contributing to the stock’s decline. Why Vertiv underperformed the market

Vertiv Trading Down 9.7%

Shares of NYSE VRT opened at $262.70 on Thursday. The stock has a market cap of $101.14 billion, a P/E ratio of 59.43, a price-to-earnings-growth ratio of 1.19 and a beta of 2.07. 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 Holdings Co. has a 52-week low of $132.68 and a 52-week high of $379.93. The firm has a 50 day moving average price of $280.32 and a two-hundred day moving average price of $291.94.

Vertiv (NYSE:VRT – Get Free Report) last released 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 firm 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 business’s revenue was up 24.1% on a year-over-year basis. During the same quarter in the previous year, the company posted $0.95 EPS. 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, equities analysts forecast that Vertiv Holdings Co. will post 6.72 EPS for the current year.

Vertiv Dividend Announcement

The firm also recently disclosed 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 payout ratio is currently 5.66%.

Vertiv Company Profile

(Free Report)

Vertiv Holdings Co (NYSE: VRT) designs, manufactures and services critical digital infrastructure that helps data centers, communications networks and other facilities operate reliably and efficiently. Its solutions support the availability, performance and growth of information technology systems.

The company’s products and services include power management and distribution equipment, uninterruptible power supplies, thermal management and cooling systems, racks and integrated infrastructure, monitoring and management software, and lifecycle services.

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