UniSuper Management 13F: Adds $30M to Vertiv (VRT) Stake
Key Points
- UniSuper Management's stake increase is valued at approximately $73.9 million, reflecting a 66.6% rise from its previous holdings.
- UniSuper Management held 306,425 $VRT shares at quarter end, up 66.62% from the prior quarter.
- The stock closed at $194.32 on October 23, 2026, and is currently trading around $199.82, up about 2.8% since then.
- Vertiv has a market cap of about $74.8 billion and is expected to report earnings on October 28, 2026.
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On October 26, 2026, UniSuper Management boosted its position in Vertiv Holdings Co (VRT) by 122,516 shares, bringing its total to 306,425 shares. This increase is valued at about $73.9 million, based on the fund's latest Form 13F filing with the SEC.
VRT
Vertiv Holdings Co
What Changed in UniSuper Management's Vertiv Holdings Position
UniSuper Management added 122,516 shares to its holdings, which is a 66.6% increase from the previous total of 183,909 shares. The reported value of this position now stands at approximately $11.49 billion.
Where Vertiv Fits in UniSuper Management's Portfolio
Vertiv Holdings Co now represents 0.64% of UniSuper Management's total portfolio, ranking 28th among its 636 reported positions.
Vertiv Holdings Co Stock Up 2.8%
Vertiv shares closed at $194.32 on October 23, 2026, and are recently trading around $199.82, which is above the closing price but below the 50-day and 200-day moving averages. The stock is currently 47.4% below its 52-week high of $379.94.
Recent Earnings
Vertiv reported trailing twelve-month revenue of approximately $11.48 billion and an EPS of $4.42. The company has a net margin of 15.1% and a return on equity of 43.9%. It is set to announce its next earnings on October 28, 2026.
Dividend
Vertiv pays an annual dividend of $0.25 per share, translating to a dividend yield of 0.13%.
Insider Buying and Selling at Vertiv Holdings Co
On September 1, 2026, Director Edward L Monser sold 15,287 shares, valued at approximately $3.88 million. This transaction was not planned and occurred before the recent boost in the company's stock position by UniSuper Management.
Analysts Set New Price Targets
On October 6, 2026, GLJ Research initiated a Sell rating on Vertiv with a price target of $188. This rating was reiterated on October 9, 2026. Meanwhile, Evercore ISI Group and RBC Capital maintain an Outperform rating with targets of $325 and $323, respectively.
About Vertiv Holdings Co
Vertiv Holdings Co designs and manufactures technologies that support critical digital infrastructure for data centers and communication networks. The company operates globally, providing vital services for various commercial and industrial environments.
Bottom Line
Investors should keep an eye on Vertiv's upcoming earnings announcement on October 28, 2026. Additionally, with UniSuper Management's recent filing, it will be interesting to monitor any further changes in their position as market conditions evolve.
Related Filing Alerts
Source: UniSuper Management's 13F filing on $VRT (Oct 26, 2026). 13F filings show holdings as of the end of the reporting quarter and may not reflect the fund's current position. Written by software, not financial advice. How we make alerts