Vertiv Holdings Co · Stock — Industrials · graded on the House framework — is the payout covered, is the yield real or a trap, and does it compound or just pay? Snapshot · Week of October 19, 2026
VRTVertiv Holdings CoStock — Industrials
Yield
0.10%
Indicated $0.25 ÷ $242.94 close Oct 28, 2026; $0.0625 quarterly
A fast-growing but negligible dividend from a data-center supplier — 0.10% is not income. The $0.0625 quarterly dividend ($0.25 annualized) is 3.5% of fiscal 2025 free cash flow and the balance sheet is in a net-cash position. Vertiv has raised the dividend repeatedly — from $0.01 a quarter in 2020–2022 to $0.0625 after a 67% raise in November 2025, paid September 24, 2026 — with no cut. The 0.10% yield is under 1%, which grades the card warn under §1.
Key risk: Data-center demand is concentrated in a handful of hyperscale buyers — a pause in AI infrastructure spending hits orders fast.
Changes if: The yield rises above 1% through raises.
✓FCF payout (§3)3.5% of FY2025 free cash flow — inside the 60% pass band.
✓Dividend history (§3)Raised repeatedly since 2020; +67% in November 2025; no cut.
✓Leverage (§3)Net cash: $2,929m debt against $3,513m cash at September 30, 2026.
!Yield (§1)0.10% — under 1%, graded warn as a growth holding.
What this grade doesn't say: It screens the dividend only — covered, real, compounding. It says nothing about valuation or price: a well-covered payer can still be overpriced, and its price can still fall.
VRT in the House
Room: Tech Infrastructure. Not one of the House's current holdings — the room is its place in the library, not a position in the House. Target 12% — the growth engine room. Held for total return; whatever dividend shows up is incidental.
Don't see the name you want? Look up a card — if it isn't in the library yet, it has no card. Or run the numbers yourself in the blended yield calculator.
Figures are the snapshot from the week of October 19, 2026, checked against the company's SEC filings (EDGAR) and announcements — not a live feed, and not financial advice. Read the full disclaimers.
