Boston Common Asset Management LLC Sells 26,806 Shares of Vertiv Holdings Co. $VRT

Boston Common Asset Management LLC decreased its position in Vertiv Holdings Co. (NYSE:VRT) by 21.2% during the 1st quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 99,730 shares of the company’s stock after selling 26,806 shares during the period. Vertiv comprises approximately 1.6% of Boston Common Asset Management LLC’s portfolio, making the stock its 12th biggest holding. Boston Common Asset Management LLC’s holdings in Vertiv were worth $24,990,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also bought and sold shares of the company. Sachetta LLC increased its position in Vertiv by 41.4% in the first quarter. Sachetta LLC now owns 123 shares of the company’s stock worth $31,000 after buying an additional 36 shares during the last quarter. Cornerstone Planning Group LLC lifted its position in shares of Vertiv by 60.5% during the 1st quarter. Cornerstone Planning Group LLC now owns 130 shares of the company’s stock valued at $33,000 after buying an additional 49 shares during the last quarter. Vermillion & White Wealth Management Group LLC grew its stake in shares of Vertiv by 58.3% during the 4th quarter. Vermillion & White Wealth Management Group LLC now owns 152 shares of the company’s stock worth $25,000 after acquiring an additional 56 shares during the period. Center for Financial Planning Inc. grew its stake in shares of Vertiv by 554.2% during the 1st quarter. Center for Financial Planning Inc. now owns 157 shares of the company’s stock worth $39,000 after acquiring an additional 133 shares during the period. Finally, Bartlett & CO. Wealth Management LLC purchased a new stake in Vertiv in the 1st quarter worth about $41,000. 89.92% of the stock is owned by institutional investors.

Vertiv Price Performance

NYSE:VRT opened at $288.79 on Monday. Vertiv Holdings Co. has a 52-week low of $118.70 and a 52-week high of $379.93. The stock has a fifty day moving average of $320.41 and a 200 day moving average of $270.13. The company has a debt-to-equity ratio of 0.69, a quick ratio of 1.15 and a current ratio of 1.49. The firm has a market capitalization of $110.93 billion, a price-to-earnings ratio of 72.56, a P/E/G ratio of 1.25 and a beta of 2.03.

Vertiv (NYSE:VRT) last released its quarterly earnings results on Wednesday, April 22nd. The company reported $1.17 earnings per share for the quarter, beating the consensus estimate of $1.00 by $0.17. Vertiv had a return on equity of 49.90% and a net margin of 14.37%.The firm had revenue of $2.65 billion for the quarter, compared to analysts’ expectations of $2.63 billion. During the same quarter last year, the firm posted $0.64 EPS. The company’s revenue was up 30.1% compared to the same quarter last year. Vertiv has set its Q2 2026 guidance at 1.370-1.430 EPS and its FY 2026 guidance at 6.300-6.400 EPS. On average, research analysts expect that Vertiv Holdings Co. will post 6.38 EPS for the current fiscal year.

Vertiv Dividend Announcement

The company also recently announced a quarterly dividend, which was paid on Thursday, June 25th. Investors of record on Monday, June 15th were given a $0.0625 dividend. The ex-dividend date was Monday, June 15th. This represents a $0.25 dividend on an annualized basis and a yield of 0.1%. Vertiv’s payout ratio is presently 6.28%.

Key Stories Impacting Vertiv

Here are the key news stories impacting Vertiv this week:

• Positive Sentiment: Robert W. Baird upgraded Vertiv to strong-buy and initiated/boosted coverage with a $370 price target, citing strong demand tied to data center growth and AI infrastructure spending. Vertiv rated outperform in new coverage at Baird on data center demand
• Positive Sentiment: Baird’s coverage highlights Vertiv as a key beneficiary of the AI data center power buildout, a theme that investors have been rewarding across infrastructure and cooling names. Vertiv (VRT) Stock: Baird Initiates Coverage With $370 Price Target and Outperform Rating
• Positive Sentiment: Market commentary continues to group Vertiv among the stocks positioned to gain from the ongoing AI data center power and cooling spending cycle, which supports the long-term earnings outlook. 3 Stocks Riding the AI Data Center Power Buildout in July
• Neutral Sentiment: RBC Capital trimmed its price target on Vertiv to $418 from $435 but kept an outperform rating, signaling slightly less upside than before while still remaining bullish overall. Benzinga
• Neutral Sentiment: Leon Cooperman-related portfolio commentary mentioned Vertiv among other holdings, but it did not add a clear new catalyst for the stock. Billionaire Leon Cooperman’s Top 3 Stocks: Buy, Sell or Hold

Analyst Ratings Changes

A number of brokerages recently issued reports on VRT. Royal Bank Of Canada lowered their price objective on Vertiv from $435.00 to $418.00 and set an “outperform” rating on the stock in a research note on Thursday. Sanford C. Bernstein initiated coverage on shares of Vertiv in a research note on Tuesday, June 9th. They issued an “outperform” rating and a $416.00 target price for the company. Fox Advisors raised shares of Vertiv from a “hold” rating to a “strong-buy” rating in a research report on Thursday, May 21st. Barclays upped their price target on shares of Vertiv from $345.00 to $412.00 and gave the company an “overweight” rating in a research note on Friday, May 15th. Finally, BNP Paribas Exane started coverage on shares of Vertiv in a report on Tuesday, April 14th. They issued an “outperform” rating and a $345.00 price objective for the company. Three research analysts have rated the stock with a Strong Buy rating, twenty-one have issued a Buy rating and five have assigned a Hold rating to the stock. Based on data from MarketBeat, Vertiv presently has a consensus rating of “Moderate Buy” and an average target price of $342.73.

About Vertiv

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.