M&T Bank Corp Grows Position in Vertiv Holdings Co. $VRT

M&T Bank Corp raised its position in Vertiv Holdings Co. (NYSE:VRT) by 7.7% during the fourth quarter, HoldingsChannel.com reports. The firm owned 37,960 shares of the company’s stock after buying an additional 2,705 shares during the quarter. M&T Bank Corp’s holdings in Vertiv were worth $6,151,000 at the end of the most recent quarter.

A number of other large investors also recently modified their holdings of the company. Exencial Wealth Advisors LLC raised its holdings in shares of Vertiv by 14.5% in the 4th quarter. Exencial Wealth Advisors LLC now owns 3,617 shares of the company’s stock worth $586,000 after purchasing an additional 458 shares during the period. Ashton Thomas Private Wealth LLC raised its holdings in shares of Vertiv by 9.6% in the 4th quarter. Ashton Thomas Private Wealth LLC now owns 25,098 shares of the company’s stock worth $4,066,000 after purchasing an additional 2,204 shares during the period. Washington Capital Management Inc. raised its holdings in shares of Vertiv by 23.8% in the 4th quarter. Washington Capital Management Inc. now owns 4,700 shares of the company’s stock worth $761,000 after purchasing an additional 905 shares during the period. RMR Wealth Builders purchased a new position in shares of Vertiv in the 4th quarter worth about $333,000. Finally, Aprio Wealth Management LLC purchased a new position in shares of Vertiv in the 4th quarter worth about $212,000. 89.92% of the stock is currently owned by hedge funds and other institutional investors.

Insider Activity

In other Vertiv news, Director Edward L. Monser sold 77,294 shares of the firm’s stock in a transaction that occurred on Friday, March 6th. The stock was sold at an average price of $245.49, for a total transaction of $18,974,904.06. Following the completion of the sale, the director owned 16,500 shares in the company, valued at $4,050,585. This trade represents a 82.41% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, Director Jan Van Dokkum sold 38,647 shares of the firm’s stock in a transaction that occurred on Thursday, February 26th. The shares were sold at an average price of $254.87, for a total value of $9,849,960.89. Following the sale, the director owned 25,000 shares of the company’s stock, valued at approximately $6,371,750. This trade represents a 60.72% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold 489,761 shares of company stock worth $123,356,815 over the last quarter. Corporate insiders own 1.10% of the company’s stock.

Key Headlines Impacting Vertiv

Here are the key news stories impacting Vertiv this week:

• Positive Sentiment: Company-reported above?expected orders and a growing backlog support near?term revenue visibility and explain recent upward momentum. Vertiv Holdings Co. (VRT) Surged on Above-Expected Orders and Backlog
• Positive Sentiment: Analysts and outlets point to a 28% one?month gain driven by the AI data?center boom, acquisitions and accelerating global growth — signaling continued upside expectations from investors focused on AI infrastructure suppliers. Vertiv Stock Jumps 28% in a Month: Buy, Sell, or Hold the Stock?
• Positive Sentiment: Sector analysis highlights how AI data centers are reshaping the power/thermal market — a thematic tailwind for Vertiv’s power and cooling product lines that supports higher long?term demand. How AI Data Centers Are Reshaping the Power Market (And the 4 Plays Investors Are Making)
• Positive Sentiment: Vertiv appointed Frieda He as Chief Procurement Officer — a move aimed at strengthening supply?chain resilience, lowering costs and protecting supplier quality as the company scales into AI?driven demand. Vertiv Appoints Frieda He as Chief Procurement Officer
• Neutral Sentiment: Coverage noting a 52?week high flags strong momentum but asks whether fundamentals justify further upside — useful for investors considering valuation and timing. Vertiv Holdings Co. (VRT) Hits Fresh High: Is There Still Room to Run?
• Neutral Sentiment: Short?term momentum pieces track weekly gains and offer checklist items for momentum investors — they reinforce current interest but do not add new fundamental catalysts. Vertiv Holdings Co. (VRT) Is Up 1.50% in One Week: What You Should Know

Vertiv Stock Performance

Shares of NYSE:VRT opened at $340.93 on Wednesday. The company has a market cap of $130.95 billion, a P/E ratio of 85.66, a PEG ratio of 1.42 and a beta of 2.09. The company has a debt-to-equity ratio of 0.69, a quick ratio of 1.15 and a current ratio of 1.49. Vertiv Holdings Co. has a one year low of $91.81 and a one year high of $341.12. The business’s 50-day simple moving average is $276.37 and its 200 day simple moving average is $215.33.

Vertiv (NYSE:VRT) last announced its earnings results on Wednesday, April 22nd. The company reported $1.17 EPS for the quarter, beating the consensus estimate of $1.00 by $0.17. The business had revenue of $2.65 billion for the quarter, compared to the consensus estimate of $2.63 billion. Vertiv had a return on equity of 49.90% and a net margin of 14.37%.The company’s revenue was up 30.1% on a year-over-year basis. During the same period last year, the business posted $0.64 EPS. Vertiv has set its Q2 2026 guidance at 1.370-1.430 EPS and its FY 2026 guidance at 6.300-6.400 EPS. On average, sell-side analysts forecast that Vertiv Holdings Co. will post 6.42 earnings per share for the current fiscal year.

Vertiv Announces Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Thursday, March 26th. Shareholders of record on Tuesday, March 17th were paid a dividend of $0.0625 per share. This represents a $0.25 dividend on an annualized basis and a yield of 0.1%. The ex-dividend date was Tuesday, March 17th. Vertiv’s dividend payout ratio (DPR) is 6.28%.

Analyst Ratings Changes

A number of research firms have recently commented on VRT. Royal Bank Of Canada raised their price objective on Vertiv from $344.00 to $356.00 and gave the stock an “outperform” rating in a report on Thursday, April 23rd. BNP Paribas Exane initiated coverage on Vertiv in a report on Tuesday, April 14th. They issued an “outperform” rating and a $345.00 price objective on the stock. HSBC initiated coverage on Vertiv in a report on Wednesday, March 25th. They set a “buy” rating and a $325.00 target price on the stock. JPMorgan Chase & Co. raised their target price on Vertiv from $305.00 to $350.00 and gave the company an “overweight” rating in a report on Friday, April 24th. Finally, Roth Mkm reiterated a “buy” rating and set a $335.00 target price on shares of Vertiv in a report on Thursday, April 16th. Twenty-one investment analysts have rated the stock with a Buy rating, four have issued a Hold rating and one has given a Sell rating to the company. According to MarketBeat.com, Vertiv has a consensus rating of “Moderate Buy” and an average target price of $278.38.

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.