Acumen Wealth Advisors LLC Has $871,000 Holdings in Vertiv Holdings Co. $VRT

Acumen Wealth Advisors LLC lifted its holdings in Vertiv Holdings Co. (NYSE:VRT) by 1,547.9% in the 1st quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 3,477 shares of the company’s stock after buying an additional 3,266 shares during the period. Acumen Wealth Advisors LLC’s holdings in Vertiv were worth $871,000 as of its most recent SEC filing.

A number of other large investors also recently made changes to their positions in VRT. CI Investments Inc. increased its stake in shares of Vertiv by 2.0% in the first quarter. CI Investments Inc. now owns 204,031 shares of the company’s stock worth $51,126,000 after acquiring an additional 3,989 shares during the last quarter. Insight Advisors LLC PA acquired a new stake in shares of Vertiv during the 1st quarter valued at about $249,000. Millennium Capital Advisors LLC lifted its holdings in shares of Vertiv by 4.1% during the 1st quarter. Millennium Capital Advisors LLC now owns 2,561 shares of the company’s stock valued at $642,000 after buying an additional 102 shares during the last quarter. PNC Financial Services Group Inc. grew its stake in shares of Vertiv by 30.0% in the 1st quarter. PNC Financial Services Group Inc. now owns 65,717 shares of the company’s stock valued at $16,467,000 after buying an additional 15,167 shares in the last quarter. Finally, Oslo Pensjonsforsikring AS bought a new stake in shares of Vertiv in the 1st quarter valued at approximately $60,000. Institutional investors and hedge funds own 89.92% of the company’s stock.

Key Headlines Impacting Vertiv

Here are the key news stories impacting Vertiv this week:

• Positive Sentiment: Vertiv announced a major expansion at its Tognana campus in Italy to increase manufacturing and testing for data center cooling systems, with chiller production capacity expected to double by the end of 2026. The move supports rising demand tied to AI and high-density computing. Vertiv Expands Global Manufacturing Capacity for AI-Ready Data Center Cooling Solutions
• Positive Sentiment: Vertiv completed the acquisition of Strategic Thermal Labs, adding advanced liquid-cooling and cold-plate expertise that should strengthen its offerings for AI servers and other power-dense computing environments. Vertiv (VRT) Is Buying Strategic Thermal Labs For AI Cooling Growth
• Positive Sentiment: Separately, Zacks highlighted Vertiv as one of several stocks offering both AI exposure and dividend payouts, keeping the name on investors’ radar as an AI beneficiary with income appeal. These Stocks Offer AI Exposure and Dividend Payouts
• Neutral Sentiment: Vertiv has also been attracting unusual investor attention and media coverage, which can boost trading activity but does not by itself change the company’s fundamentals. Vertiv Holdings Co. (VRT) is Attracting Investor Attention: Here is What You Should Know
• Negative Sentiment: Jim Cramer’s “wait before buying the dip” comment is a cautious signal that may temper near-term enthusiasm, though it is more opinion than a direct company-specific warning. Jim Cramer says wait before buying the dip on Vertiv

Vertiv Stock Up 4.5%

Shares of VRT opened at $304.73 on Wednesday. The company has a 50-day moving average price of $317.64 and a two-hundred day moving average price of $272.03. Vertiv Holdings Co. has a 12 month low of $118.70 and a 12 month high of $379.93. The stock has a market cap of $117.05 billion, a price-to-earnings ratio of 76.56, a P/E/G ratio of 1.26 and a beta of 2.03. The company has a quick ratio of 1.15, a current ratio of 1.49 and a debt-to-equity ratio of 0.69.

Vertiv (NYSE:VRT) last released its quarterly earnings data on Wednesday, April 22nd. The company reported $1.17 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.00 by $0.17. The firm had revenue of $2.65 billion during the quarter, compared to analyst estimates of $2.63 billion. Vertiv had a return on equity of 49.90% and a net margin of 14.37%.The business’s revenue for the quarter was up 30.1% compared to the same quarter last year. During the same period in the prior year, the company posted $0.64 earnings per share. Equities analysts predict that Vertiv Holdings Co. will post 6.38 EPS for the current fiscal year.

Vertiv Dividend Announcement

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

Analyst Ratings Changes

Several brokerages recently weighed in on VRT. Bank of America raised their price objective on shares of Vertiv from $370.00 to $440.00 and gave the company a “buy” rating in a research report on Friday, May 15th. TD Cowen lifted their price objective on shares of Vertiv from $347.00 to $387.00 and gave the company a “buy” rating in a research note on Wednesday, May 20th. Barclays lifted their price objective 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. Oppenheimer upped their price objective on shares of Vertiv from $330.00 to $353.00 and gave the stock an “outperform” rating in a report on Thursday, May 21st. Finally, Evercore restated an “outperform” rating and set a $425.00 target price on shares of Vertiv in a research note on Tuesday, May 12th. Three analysts have rated the stock with a Strong Buy rating, twenty-one have given a Buy rating and five have issued a Hold rating to the company’s stock. According to data from MarketBeat.com, Vertiv currently has a consensus rating of “Moderate Buy” and an average price target of $342.73.

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.