Robust Earnings Results Boosted nVent Electric plc (NVT) in Q2

Ariel Investments, an investment management company, released its “Ariel Appreciation Fund” second-quarter 2025 investor letter. A copy of the letter can be downloaded here. Following the initial market decline triggered by the “Liberation Day” tariff announcement, the stock market rebounded, bolstered by heightened interest in AI stocks, positive economic data, and robust corporate earnings. Against this backdrop, the fund increased +5.81% in the second quarter, outpacing the Russell Midcap Value Index’s +5.35% returns and trailing the Russell Midcap Index’s +8.53% returns. In addition, please check the fund’s top five holdings to know its best picks in 2025.

In its second quarter 2025 investor letter, Ariel Appreciation Fund highlighted stocks such as NVent Electric plc (NYSE:NVT). NVent Electric plc (NYSE:NVT) provides solutions for electrical connection and protection products. The one-month return of NVent Electric plc (NYSE:NVT) was 7.29%, and its shares lost 2.00% of their value over the last 52 weeks. On July 18, 2025, NVent Electric plc (NYSE:NVT) stock closed at $75.91 per share, with a market capitalization of $12.498 billion.

Ariel Appreciation Fund stated the following regarding NVent Electric plc (NYSE:NVT) in its second quarter 2025 investor letter:

“Shares of global leader in electrical protection and connection solutions, NVent Electric plc (NYSE:NVT) also increased during the period on solid earnings results. Notably, management raised its 2025 organic sales outlook on increasing orders and rising backlog, particularly in the infrastructure vertical. The company is also working to offset its tariff exposure with pricing, productivity and supply chain strategies. We expect NVT will continue to benefit from secular trends towards increased electrification and data center development, as well as from internal operational improvements.”

Is Nvent Electric plc (NVT) the Best Electrical Equipment Stock to Buy Now?

A workman standing next to a newly constructed wall, showcasing the company’s electrical enclosures.

NVent Electric plc (NYSE:NVT) is not on our list of 30 Most Popular Stocks Among Hedge Funds. As per our database, 55 hedge fund portfolios held NVent Electric plc (NYSE:NVT) at the end of the first quarter, which was 48 in the previous quarter. NVent Electric plc’s (NYSE:NVT) first quarter sales increased 11% year-over-year to $809 million. While we acknowledge the risk and potential of NVent Electric plc (NYSE:NVT) as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than NVent Electric plc (NYSE:NVT) and that has 10,000% upside potential, check out our report about this cheapest AI stock.

In another article, we covered NVent Electric plc (NYSE:NVT) and shared Artisan Mid Cap Value Fund’s views on the company. In addition, please check out our hedge fund investor letters Q2 2025 page for more investor letters from hedge funds and other leading investors.

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Disclosure: None. This article is originally published at Insider Monkey.