Nixon Peabody Trust Co. Sells 17,115 Shares of Vertiv Holdings Co. $VRT

Nixon Peabody Trust Co. reduced its holdings in shares of Vertiv Holdings Co. (NYSE:VRT) by 23.0% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 57,281 shares of the company’s stock after selling 17,115 shares during the quarter. Nixon Peabody Trust Co.’s holdings in Vertiv were worth $9,280,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors also recently made changes to their positions in the business. Kohmann Bosshard Financial Services LLC acquired a new stake in shares of Vertiv in the 4th quarter worth about $29,000. Park Place Capital Corp boosted its stake in Vertiv by 624.0% during the 4th quarter. Park Place Capital Corp now owns 181 shares of the company’s stock valued at $29,000 after purchasing an additional 156 shares during the last quarter. Cullen Frost Bankers Inc. increased its holdings in Vertiv by 98.9% during the 4th quarter. Cullen Frost Bankers Inc. now owns 187 shares of the company’s stock worth $30,000 after purchasing an additional 93 shares in the last quarter. Measured Wealth Private Client Group LLC bought a new stake in Vertiv during the 3rd quarter worth approximately $30,000. Finally, Foster Dykema Cabot & Partners LLC purchased a new stake in shares of Vertiv in the third quarter worth approximately $31,000. 89.92% of the stock is owned by institutional investors.

Wall Street Analyst Weigh In

A number of research analysts have recently weighed in on the company. The Goldman Sachs Group raised their target price on Vertiv from $277.00 to $311.00 and gave the company a “buy” rating in a report on Tuesday, April 14th. Deutsche Bank Aktiengesellschaft reissued a “buy” rating and issued a $281.00 price target on shares of Vertiv in a research report on Thursday, February 12th. Weiss Ratings cut Vertiv from a “buy (b)” rating to a “buy (b-)” rating in a research note on Friday, April 24th. Royal Bank Of Canada lifted their price objective on shares of Vertiv from $356.00 to $435.00 and gave the stock an “outperform” rating in a report on Friday, May 15th. Finally, Mizuho set a $380.00 target price on shares of Vertiv in a research note on Thursday. One investment analyst has rated the stock with a Strong Buy rating, twenty-two have issued a Buy rating, three have issued a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat.com, Vertiv has a consensus rating of “Moderate Buy” and a consensus price target of $322.32.

Insider Buying and Selling at Vertiv

In other news, Chairman David M. Cote sold 40,000 shares of the company’s stock in a transaction on Thursday, February 26th. The stock was sold at an average price of $255.29, for a total transaction of $10,211,600.00. Following the transaction, the chairman owned 22,258 shares of the company’s stock, valued at $5,682,244.82. This represents a 64.25% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at the SEC website. Also, Director Steven Reinemund sold 65,000 shares of the stock in a transaction on Thursday, February 26th. The stock was sold at an average price of $253.95, for a total value of $16,506,750.00. Following the transaction, the director owned 68,333 shares of the company’s stock, valued at $17,353,165.35. The trade was a 48.75% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold 489,761 shares of company stock valued at $123,356,815 in the last quarter. Insiders own 1.10% of the company’s stock.

Vertiv Stock Performance

Shares of VRT stock opened at $327.78 on Friday. The company has a debt-to-equity ratio of 0.69, a quick ratio of 1.15 and a current ratio of 1.49. The firm has a market cap of $125.90 billion, a price-to-earnings ratio of 82.36, a P/E/G ratio of 1.39 and a beta of 2.09. Vertiv Holdings Co. has a 52 week low of $101.00 and a 52 week high of $379.93. The firm’s 50-day simple moving average is $300.35 and its two-hundred day simple moving average is $229.96.

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

Vertiv Announces Dividend

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

Key Stories Impacting Vertiv

Here are the key news stories impacting Vertiv this week:

• Positive Sentiment: Vertiv is being highlighted as a key AI infrastructure winner because its cooling equipment helps solve the heat problem in dense GPU data centers, supporting long-term demand. Is This AI Data Center Stock a Buy While the Market Panics About Oversupply?
• Positive Sentiment: Vertiv was included in a momentum-stock screen, suggesting it continues to show strong trend strength and earnings-growth characteristics that traders favor. Micron & 2 Other Momentum Stocks to Buy Now for Big Upside
• Neutral Sentiment: Articles focused on whether VRT can keep moving higher after earnings, but they did not point to a fresh catalyst; they mainly framed the stock as a momentum name being reassessed by investors. Vertiv (VRT) Up 0.5% Since Last Earnings Report: Can It Continue?
• Negative Sentiment: Some commentary raised valuation concerns, noting Vertiv’s strong run has pushed the stock to an elevated earnings multiple, which could limit upside if growth expectations cool. Jim Cramer on Vertiv: “At 53 Times Earnings, I Gotta Say No Thanks”

Vertiv Company 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.