Strategic Family Wealth Counselors L.L.C. bought a new position in shares of Vertiv Holdings Co. (NYSE:VRT – Free Report) in the fourth quarter, HoldingsChannel reports. The firm bought 1,531 shares of the company’s stock, valued at approximately $268,000.
A number of other hedge funds and other institutional investors have also recently modified their holdings of the stock. Vanguard Group Inc. boosted its position in shares of Vertiv by 2.2% during the third quarter. Vanguard Group Inc. now owns 38,833,036 shares of the company’s stock worth $5,858,352,000 after acquiring an additional 826,281 shares during the last quarter. State Street Corp boosted its position in shares of Vertiv by 2.3% during the third quarter. State Street Corp now owns 8,459,323 shares of the company’s stock worth $1,276,173,000 after acquiring an additional 189,484 shares during the last quarter. American Century Companies Inc. boosted its position in shares of Vertiv by 16.7% during the third quarter. American Century Companies Inc. now owns 3,431,760 shares of the company’s stock worth $517,715,000 after acquiring an additional 491,349 shares during the last quarter. Ameriprise Financial Inc. lifted its position in Vertiv by 49.5% during the second quarter. Ameriprise Financial Inc. now owns 2,811,114 shares of the company’s stock valued at $361,033,000 after purchasing an additional 930,158 shares during the last quarter. Finally, Bank of New York Mellon Corp lifted its position in Vertiv by 1.6% during the third quarter. Bank of New York Mellon Corp now owns 2,143,067 shares of the company’s stock valued at $323,303,000 after purchasing an additional 33,012 shares during the last quarter. Institutional investors own 89.92% of the company’s stock.
Insiders Place Their Bets
In other news, Director Edward L. Monser sold 77,294 shares of the stock in a transaction on Friday, March 6th. The shares were sold at an average price of $245.49, for a total value of $18,974,904.06. Following the sale, the director owned 16,500 shares of the company’s stock, valued at approximately $4,050,585. This represents a 82.41% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, Director Jan Van Dokkum sold 38,647 shares of the stock in a transaction on Thursday, February 26th. The shares were sold at an average price of $254.87, for a total transaction of $9,849,960.89. Following the completion of the sale, the director directly owned 25,000 shares in the company, valued at approximately $6,371,750. This represents a 60.72% decrease in their position. The SEC filing for this sale provides additional information. In the last quarter, insiders have sold 489,761 shares of company stock valued at $123,356,815. 1.10% of the stock is currently owned by company insiders.
Wall Street Analyst Weigh In
Check Out Our Latest Stock Report on Vertiv
Vertiv Price Performance
VRT stock opened at $375.22 on Friday. Vertiv Holdings Co. has a 52 week low of $101.00 and a 52 week high of $379.94. The firm has a market capitalization of $144.12 billion, a P/E ratio of 94.28, a price-to-earnings-growth ratio of 1.59 and a beta of 2.09. The company has a quick ratio of 1.15, a current ratio of 1.49 and a debt-to-equity ratio of 0.69. The company has a fifty day simple moving average of $291.25 and a two-hundred day simple moving average of $224.32.
Vertiv (NYSE:VRT – Get Free Report) last announced its earnings results on Wednesday, April 22nd. The company reported $1.17 earnings per share for the quarter, beating the consensus estimate of $1.00 by $0.17. Vertiv had a net margin of 14.37% and a return on equity of 49.90%. The business had revenue of $2.65 billion for the quarter, compared to the consensus estimate of $2.63 billion. During the same quarter in the prior year, the firm posted $0.64 earnings per share. The business’s revenue for the quarter was up 30.1% on a year-over-year basis. Vertiv has set its Q2 2026 guidance at 1.370-1.430 EPS and its FY 2026 guidance at 6.300-6.400 EPS. Analysts anticipate that Vertiv Holdings Co. will post 6.42 earnings per share for the current fiscal year.
Vertiv Announces Dividend
The company also recently announced a quarterly dividend, which was paid on Thursday, March 26th. Stockholders of record on Tuesday, March 17th were paid a $0.0625 dividend. The ex-dividend date of this dividend was Tuesday, March 17th. This represents a $0.25 annualized dividend and a dividend yield of 0.1%. Vertiv’s dividend payout ratio is currently 6.28%.
Vertiv News Roundup
Here are the key news stories impacting Vertiv this week:
- Positive Sentiment: Vertiv’s share price has been supported by blowout first-quarter results and multiple analyst price target increases, with investors citing surging AI-driven data center demand as a key growth driver. Why Vertiv (VRT) Stock Is Trading Up Today
- Positive Sentiment: The company expanded its AI cooling capabilities by acquiring Strategic Thermal Labs, which adds liquid-cooling and high-density thermal management expertise to Vertiv’s portfolio. Why Vertiv (VRT) Sits Inside the Grid-to-Chip Power Chain for AI Infrastructure
- Positive Sentiment: Vertiv was also named a key infrastructure partner for Hut 8’s Beacon Point AI campus project, further strengthening its exposure to large-scale AI buildouts. Vertiv News Ties AI Cooling Deals To Premium Valuation Debate
- Positive Sentiment: Wall Street commentary remains favorable, with analysts and market watchers continuing to describe Vertiv as a strong “picks-and-shovels” AI infrastructure play. Wall Street Analysts See Vertiv (VRT) as a Buy: Should You Invest?
- Neutral Sentiment: Jim Cramer said investors should “buy half and then wait for a decline,” a mixed view that acknowledges Vertiv’s strengths but suggests the stock may have already run up significantly. Jim Cramer on Vertiv: “You Buy Half and Then You Wait for a Decline”
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.
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