Formidable Asset Management LLC Takes Position in Vertiv Holdings Co. $VRT

Formidable Asset Management LLC bought a new position in Vertiv Holdings Co. (NYSE:VRT) during the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund bought 9,284 shares of the company’s stock, valued at approximately $1,401,000.

A number of other hedge funds and other institutional investors also recently added to or reduced their stakes in VRT. Empowered Funds LLC boosted its holdings in shares of Vertiv by 25.9% during the first quarter. Empowered Funds LLC now owns 11,557 shares of the company’s stock worth $834,000 after purchasing an additional 2,377 shares during the period. Sivia Capital Partners LLC bought a new stake in shares of Vertiv in the 2nd quarter worth approximately $567,000. Wedmont Private Capital increased its stake in shares of Vertiv by 21.6% during the second quarter. Wedmont Private Capital now owns 3,604 shares of the company’s stock valued at $463,000 after buying an additional 639 shares during the period. Kingstone Capital Partners Texas LLC bought a new position in shares of Vertiv during the second quarter valued at approximately $6,207,000. Finally, Assenagon Asset Management S.A. lifted its stake in Vertiv by 6,831.7% in the second quarter. Assenagon Asset Management S.A. now owns 200,812 shares of the company’s stock worth $25,786,000 after acquiring an additional 197,915 shares during the period. 89.92% of the stock is currently owned by institutional investors.

Analysts Set New Price Targets

Several research firms have recently commented on VRT. The Goldman Sachs Group raised their target price on shares of Vertiv from $182.00 to $204.00 and gave the stock a “buy” rating in a research report on Tuesday, December 9th. Wolfe Research lowered Vertiv from an “outperform” rating to a “peer perform” rating in a research report on Tuesday, December 9th. Evercore ISI lifted their price target on Vertiv from $180.00 to $200.00 and gave the company an “outperform” rating in a research report on Monday, October 20th. Oppenheimer increased their price objective on Vertiv from $190.00 to $195.00 and gave the stock an “outperform” rating in a report on Thursday, October 23rd. Finally, Cfra Research raised Vertiv to a “moderate buy” rating in a report on Tuesday, October 7th. Two equities research analysts have rated the stock with a Strong Buy rating, twenty-one have assigned a Buy rating, four have assigned a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus price target of $182.48.

Trending Headlines about Vertiv

Here are the key news stories impacting Vertiv this week:

• Positive Sentiment: JPMorgan trimmed its price target slightly to $225 but kept an “overweight” rating, still implying significant upside vs. the current level — a reaffirmation from a large bank that supports investor confidence. JPMorgan cuts PT to $225, keeps overweight
• Positive Sentiment: Industry piece highlighting data-center cooling demand (driven by high-power AI chips such as NVIDIA H100) underscores a structural tailwind for Vertiv’s cooling and power infrastructure offerings. 3 Stocks Are Betting on Data Center Cooling
• Positive Sentiment: Zacks includes Vertiv on lists of AI/infra names to consider, reinforcing the narrative that Vertiv benefits from accelerating AI-related capex into data-center power and cooling. Best AI Stocks to Buy Now
• Positive Sentiment: Separate Zacks coverage highlights Vertiv as a strong momentum stock, which can attract momentum-driven flows and help lift the share price near-term. Why VRT is a Strong Momentum Stock
• Neutral Sentiment: Zacks notes increased investor attention to VRT, a sign of elevated flow/interest but not by itself directional on fundamentals. Vertiv Is Attracting Investor Attention
• Neutral Sentiment: Coverage noting mixed analyst views and headline pieces (Globe and Mail / MSN) reflects differing takes across brokers — creates near-term volatility but also liquidity for trend-followers. Analysts Conflicted on These Industrial Goods Names
• Negative Sentiment: Comparative pieces (VRT vs. APH) highlight peers like Amphenol gaining from liquid-cooling and datacom strength, suggesting competitive pressure and potential relative underperformance risk. VRT vs APH: Which Is the Better Buy?

Insider Activity at Vertiv

In other news, EVP Stephen Liang sold 5,501 shares of the business’s stock in a transaction dated Monday, November 24th. The shares were sold at an average price of $170.48, for a total value of $937,810.48. Following the sale, the executive vice president directly owned 4,050 shares in the company, valued at $690,444. The trade was a 57.60% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available at the SEC website. 2.63% of the stock is owned by insiders.

Vertiv Stock Up 2.5%

Shares of VRT stock opened at $176.91 on Monday. The company’s fifty day simple moving average is $170.29 and its two-hundred day simple moving average is $155.25. Vertiv Holdings Co. has a 52 week low of $53.60 and a 52 week high of $202.45. The stock has a market cap of $67.64 billion, a P/E ratio of 66.76, a PEG ratio of 1.06 and a beta of 2.06. The company has a quick ratio of 1.43, a current ratio of 1.83 and a debt-to-equity ratio of 0.83.

Vertiv (NYSE:VRT) last issued its earnings results on Wednesday, October 22nd. The company reported $1.24 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.99 by $0.25. Vertiv had a return on equity of 50.82% and a net margin of 10.67%.The firm had revenue of $2.68 billion for the quarter, compared to analysts’ expectations of $2.59 billion. During the same period in the previous year, the firm posted $0.76 earnings per share. The business’s revenue was up 29.0% compared to the same quarter last year. Vertiv has set its Q4 2025 guidance at 1.230-1.290 EPS and its FY 2025 guidance at 4.070-4.130 EPS. Analysts predict that Vertiv Holdings Co. will post 3.59 EPS for the current fiscal year.

Vertiv Increases Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Thursday, December 18th. Shareholders of record on Tuesday, November 25th were given a dividend of $0.0625 per share. This represents a $0.25 annualized dividend and a yield of 0.1%. This is an increase from Vertiv’s previous quarterly dividend of $0.04. The ex-dividend date was Tuesday, November 25th. Vertiv’s dividend payout ratio (DPR) is 9.43%.

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.