Vertiv
VRT

$71.77

4.86%

Market Cap: $26.9B

About: Vertiv Holdings Co brings together hardware, software, analytics and ongoing services to ensure its customers vital applications run continuously, perform optimally and grow with their business needs. The company solves the important challenges faced by data centers, communication networks and commercial and industrial facilities with a portfolio of power, cooling and IT infrastructure solutions and services that extends from the cloud to the edge of the network. Its services include critical power, thermal management, racks and enclosures, monitoring and management, and other services. Its three business segments include the Americas, Asia Pacific; and Europe, Middle East & Africa.

Employees: 27,000

Information Technology Electronic Components

0

Funds holding %

of 6,686 funds

0

Analysts bullish %

of 5 analysts

Fund manager confidence

Based on 2024 Q2 SEC filings by fund managers ($100M+ AUM)

160% more first-time investments, than exits

New positions opened: 224 | Existing positions closed: 86

36% more call options, than puts

Call options by funds: $970M | Put options by funds: $711M

29% more repeat investments, than reductions

Existing positions increased: 336 | Existing positions reduced: 261

19% more funds holding

Funds holding: 742 [Q1] → 880 (+138) [Q2]

7% more capital invested

Capital invested by funds: $25.2B [Q1] → $26.9B (+$1.74B) [Q2]

2.27% more ownership

Funds ownership: 80.75% [Q1] → 83.02% (+2.27%) [Q2]

27% less funds holding in top 10

Funds holding in top 10: 59 [Q1] → 43 (-16) [Q2]

See Fund Rankings

Research analyst outlook

5 Wall Street Analysts provided 1 year price targets over the past 3 months

Low target

$92

28%

upside

Avg. target

$100

39%

upside

High target

$105

46%

upside

5 analyst ratings

5 positive

100%

0 neutral

0%

0 negative

0%

Evercore ISI Group Amit Daryanani 49% 1-year accuracy 19 / 39 met price target	46%upside $105	Outperform Maintained	15 Aug 2024
Mizuho Brett Linzey 61% 1-year accuracy 11 / 18 met price target	28%upside $92	Outperform Upgraded	7 Aug 2024
TD Cowen Lance Vitanza 43% 1-year accuracy 6 / 14 met price target	30%upside $93	Buy Maintained	25 Jul 2024
Goldman Sachs Mark Delaney 68% 1-year accuracy 19 / 28 met price target	45%upside $104	Buy Maintained	25 Jul 2024
Evercore ISI Group Amit Daryanani 49% 1-year accuracy 19 / 39 met price target	46%upside $105	Outperform Maintained	14 Jun 2024

See Analyst Rankings

Financial journalist opinion

Based on 25 articles about VRT published over the past 30 days

Zacks Investment Research

Is VRT Stock's Premium Valuation Justified by its Dividend Potential?

Vertiv's dividend payout is sustainable, given strong prospects driven by solid AI-driven order growth and expanding market share in the thermal management space.

Is VRT Stock's Premium Valuation Justified by its Dividend Potential?

Zacks Investment Research

5 Dividend Growth Stocks to Buy in Historically Weak September

Vertiv Holdings, Charles River, Cabot, Leidos Holdings and HCA Healthcare could be solid choices for a historically weak September.

5 Dividend Growth Stocks to Buy in Historically Weak September

Zacks Investment Research

Vertiv Holdings Co. (VRT) Falls More Steeply Than Broader Market: What Investors Need to Know

Vertiv Holdings Co. (VRT) closed at $75.06 in the latest trading session, marking a -0.19% move from the prior day.

Vertiv Holdings Co. (VRT) Falls More Steeply Than Broader Market: What Investors Need to Know

Vertiv Declares Quarterly Dividend

COLUMBUS, Ohio--(BUSINESS WIRE)--Vertiv (NYSE: VRT), a global provider of critical digital infrastructure and continuity solutions, today announced that its Board of Directors has declared a quarterly cash dividend of $0.025 per share of the company's Class A common stock. The cash dividend will be payable on September 26, 2024, to shareholders of record of Class A common stock at the close of business on September 17, 2024. About Vertiv Vertiv (NYSE: VRT) brings together hardware, software, an.

Vertiv Declares Quarterly Dividend

Vertiv: Plenty Of Operating Leverage

Vertiv, a former Emerson subsidiary, successfully transitioned from a turnaround to a growth story driven by high demand for data center infrastructure and AI applications. Operating leverage on pricing power and cost dilution may drive EBITDA margins to 23% by 2026 vs. 17% in 2023. Cash earnings may grow at over 30% a year with an FCF of US$1.3bn by 2026.

Vertiv: Plenty Of Operating Leverage

Zacks Investment Research

Investors Heavily Search Vertiv Holdings Co. (VRT): Here is What You Need to Know

Recently, Zacks.com users have been paying close attention to Vertiv (VRT). This makes it worthwhile to examine what the stock has in store.

Investors Heavily Search Vertiv Holdings Co. (VRT): Here is What You Need to Know

Top 2 stocks to buy as AI fuels demand for liquid cooling in data centers

As artificial intelligence (AI) accelerates the need for advanced data center infrastructure, liquid cooling is emerging as a critical technology.

Top 2 stocks to buy as AI fuels demand for liquid cooling in data centers

Vertiv Holdings: Future Looks Bright, Should Own This Stock For Long Term

Vertiv Holdings' strong order growth and healthy demand environment across regions are expected to drive continued topline growth in 2024. The company benefits from significant exposure to the data center market, a diverse product portfolio, and capacity expansion should lead to longer-term growth. Margin performance has been strong historically, and should continue further leading to valuation enhancement.

Vertiv Holdings: Future Looks Bright, Should Own This Stock For Long Term

Vertiv to Participate in Upcoming Goldman Sachs Communacopia + Technology Conference

COLUMBUS, Ohio--(BUSINESS WIRE)--Vertiv (NYSE: VRT), a global provider of critical digital infrastructure and continuity solutions, today announced its participation in the upcoming Goldman Sachs Communacopia + Technology Conference in San Francisco, California. Giordano Albertazzi, Chief Executive Officer, and David Fallon, Chief Financial Officer, will participate in a fireside chat at the event on Thursday, September 12, 2024 at 8:50 a.m. Pacific time (11:50 a.m. Eastern time). A live webcas.

Vertiv to Participate in Upcoming Goldman Sachs Communacopia + Technology Conference

Vertiv: Compelling Valuation And Impressive Fundamentals

My initial bullish thesis didn't hold up well, but my updated analysis suggests that the pullback over the last three months isn't related to the company's fundamentals. The company is efficiently absorbing AI tailwinds, as its operating profit and free cash flow demonstrate strong growth. The valuation seems compelling, and leading Wall Street analysts are also quite bullish about Vertiv's stock.

Vertiv: Compelling Valuation And Impressive Fundamentals

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