NewEdge Wealth LLC Increases Position in Vertiv Holdings Co. $VRT

NewEdge Wealth LLC increased its stake in shares of Vertiv Holdings Co. (NYSE:VRT) by 192.3% in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 7,362 shares of the company’s stock after purchasing an additional 4,843 shares during the quarter. NewEdge Wealth LLC’s holdings in Vertiv were worth $1,111,000 as of its most recent SEC filing.

A number of other institutional investors also recently added to or reduced their stakes in VRT. Abundance Wealth Counselors raised its stake in Vertiv by 313.7% in the third quarter. Abundance Wealth Counselors now owns 10,165 shares of the company’s stock valued at $1,533,000 after buying an additional 7,708 shares during the last quarter. Union Bancaire Privee UBP SA raised its position in shares of Vertiv by 35.5% in the 3rd quarter. Union Bancaire Privee UBP SA now owns 272,608 shares of the company’s stock valued at $41,126,000 after purchasing an additional 71,361 shares during the last quarter. KLP Kapitalforvaltning AS raised its position in shares of Vertiv by 5.5% in the 3rd quarter. KLP Kapitalforvaltning AS now owns 143,100 shares of the company’s stock valued at $21,588,000 after purchasing an additional 7,400 shares during the last quarter. Plato Investment Management Ltd grew its position in Vertiv by 272.7% during the 3rd quarter. Plato Investment Management Ltd now owns 8,825 shares of the company’s stock worth $1,321,000 after purchasing an additional 6,457 shares during the last quarter. Finally, Westpac Banking Corp grew its position in Vertiv by 100.2% during the 2nd quarter. Westpac Banking Corp now owns 12,812 shares of the company’s stock worth $1,645,000 after purchasing an additional 6,411 shares during the last quarter. Institutional investors own 89.92% of the company’s stock.

Analyst Upgrades and Downgrades

Several equities research analysts have recently commented on the stock. Morgan Stanley reiterated an “overweight” rating and set a $285.00 price objective on shares of Vertiv in a research note on Friday, February 13th. TD Cowen reaffirmed a “buy” rating on shares of Vertiv in a research report on Thursday, February 12th. Zacks Research upgraded Vertiv from a “hold” rating to a “strong-buy” rating in a research note on Friday, October 31st. Wolfe Research lowered Vertiv from an “outperform” rating to a “peer perform” rating in a report on Tuesday, December 9th. Finally, Barclays lifted their target price on Vertiv from $200.00 to $281.00 and gave the stock an “overweight” rating in a report on Thursday, February 12th. One equities research analyst has rated the stock with a Strong Buy rating, nineteen have assigned a Buy rating, two have assigned a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus price target of $230.28.

Vertiv Stock Up 0.3%

Shares of VRT opened at $243.70 on Monday. The company has a market capitalization of $93.24 billion, a price-to-earnings ratio of 71.47, a PEG ratio of 1.23 and a beta of 2.08. Vertiv Holdings Co. has a 52 week low of $53.60 and a 52 week high of $255.54. The stock’s 50-day moving average price is $185.30 and its 200-day moving average price is $167.93. The company has a quick ratio of 1.22, a current ratio of 1.55 and a debt-to-equity ratio of 0.73.

Vertiv (NYSE:VRT) last announced its quarterly earnings results on Wednesday, February 11th. The company reported $1.36 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.29 by $0.07. Vertiv had a return on equity of 49.55% and a net margin of 13.03%.The company had revenue of $2.88 billion during the quarter, compared to the consensus estimate of $2.89 billion. During the same period in the previous year, the company posted $0.99 earnings per share. Vertiv’s revenue for the quarter was up 22.7% on a year-over-year basis. Vertiv has set its Q1 2026 guidance at 0.950-1.010 EPS and its FY 2026 guidance at 5.970-6.070 EPS. On average, sell-side analysts predict that Vertiv Holdings Co. will post 3.59 EPS for the current year.

Vertiv Company 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.