Leeward Financial Partners LLC Purchases 3,058 Shares of Vertiv Holdings Co. $VRT

Leeward Financial Partners LLC lifted its stake in Vertiv Holdings Co. (NYSE:VRT) by 7.0% in the third quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 46,715 shares of the company’s stock after purchasing an additional 3,058 shares during the quarter. Vertiv comprises 2.0% of Leeward Financial Partners LLC’s portfolio, making the stock its 16th biggest holding. Leeward Financial Partners LLC’s holdings in Vertiv were worth $7,047,000 as of its most recent filing with the SEC.

Other institutional investors have also modified their holdings of the company. Financial Management Professionals Inc. grew its stake in Vertiv by 1,560.0% during the 3rd quarter. Financial Management Professionals Inc. now owns 166 shares of the company’s stock worth $25,000 after buying an additional 156 shares during the last quarter. Promus Capital LLC purchased a new position in shares of Vertiv during the 2nd quarter valued at about $26,000. Pacer Advisors Inc. boosted its holdings in Vertiv by 67.6% during the third quarter. Pacer Advisors Inc. now owns 171 shares of the company’s stock worth $26,000 after buying an additional 69 shares in the last quarter. True Wealth Design LLC grew its holdings in Vertiv by 54.0% in the third quarter. True Wealth Design LLC now owns 194 shares of the company’s stock valued at $29,000 after purchasing an additional 68 shares during the period. Finally, Quent Capital LLC acquired a new stake in Vertiv in the 3rd quarter valued at $30,000. 89.92% of the stock is owned by hedge funds and other institutional investors.

Vertiv Price Performance

VRT stock opened at $251.32 on Thursday. The stock has a 50-day moving average price of $200.12 and a two-hundred day moving average price of $174.18. The company has a market cap of $96.16 billion, a PE ratio of 73.70, a price-to-earnings-growth ratio of 1.23 and a beta of 2.02. Vertiv Holdings Co. has a 12-month low of $53.60 and a 12-month high of $264.86. The company has a current ratio of 1.55, a quick ratio of 1.22 and a debt-to-equity ratio of 0.73.

Vertiv (NYSE:VRT) last issued its quarterly earnings data on Wednesday, February 11th. The company reported $1.36 EPS for the quarter, topping analysts’ consensus estimates of $1.29 by $0.07. Vertiv had a return on equity of 49.55% and a net margin of 13.03%.The company had revenue of $2.88 billion for the quarter, compared to analysts’ expectations of $2.89 billion. During the same quarter in the previous year, the firm posted $0.99 earnings per share. The firm’s quarterly revenue was up 22.7% on a year-over-year basis. Vertiv has set its Q1 2026 guidance at 0.950-1.010 EPS and its FY 2026 guidance at 5.970-6.070 EPS. As a group, research analysts predict that Vertiv Holdings Co. will post 3.59 EPS for the current year.

Analysts Set New Price Targets

Several equities research analysts have issued reports on VRT shares. JPMorgan Chase & Co. lowered their target price on shares of Vertiv from $230.00 to $225.00 and set an “overweight” rating on the stock in a research note on Friday, January 16th. TD Cowen reiterated a “buy” rating on shares of Vertiv in a report on Thursday, February 12th. Oppenheimer reiterated an “outperform” rating and issued a $270.00 price target on shares of Vertiv in a research note on Thursday, February 12th. Roth Mkm reiterated a “buy” rating and issued a $275.00 price objective on shares of Vertiv in a research note on Thursday, February 12th. Finally, Royal Bank Of Canada boosted their price target on shares of Vertiv from $200.00 to $266.00 and gave the stock an “outperform” rating in a research note on Thursday, February 12th. One investment analyst has rated the stock with a Strong Buy rating, nineteen have given a Buy rating, two have assigned a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $230.28.

Trending Headlines about Vertiv

Here are the key news stories impacting Vertiv this week:

• Positive Sentiment: Vertiv closed a $2.1B senior unsecured notes offering and secured a new $2.5B revolving credit facility — its debut bond issuance at an investment-grade rating improves liquidity and reduces near-term funding risk. Bond and facility press release
• Positive Sentiment: Vertiv announced a strategic collaboration with Generate Capital to deliver BYOP&C (Bring Your Own Power & Cooling) solutions, which can accelerate deployments in power-constrained markets and broaden financing/ownership options for customers. Generate Capital collaboration
• Positive Sentiment: New commercial deals and product rollouts target the AI build-out: a modular power deal with Hut 8 and a high-capacity double-stack PowerBar Track busway are positioned to capture higher power-density AI deployments. These product and partnership announcements support revenue growth into hyperscale and colocation customers. Hut 8 / modular power article
• Positive Sentiment: Market commentary highlights Vertiv’s large backlog (reported ~$15B) and its role as a “picks-and-shovels” supplier to AI — that backlog gives multi-quarter revenue visibility and underpins analyst bullishness. MarketBeat backlog analysis
• Neutral Sentiment: Management will appear at an upcoming investor conference (J.P. Morgan event), providing an opportunity for additional guidance color and Q&A that could move sentiment depending on commentary. Investor conference release
• Negative Sentiment: An American Banking News item flagged insider selling, which spurred a separate headline citing a pullback — insider sales can create short-term selling pressure and raise investor caution even if fundamentals remain intact. Insider selling article

Insider Buying and Selling

In other Vertiv news, Chairman David M. Cote sold 40,000 shares of Vertiv stock in a transaction that occurred on Thursday, February 26th. The shares were sold at an average price of $255.29, for a total value of $10,211,600.00. Following the transaction, the chairman owned 22,258 shares in the company, valued at approximately $5,682,244.82. The trade was a 64.25% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which can be accessed through this hyperlink. Also, Director Steven Reinemund sold 65,000 shares of Vertiv stock in a transaction that occurred on Thursday, February 26th. The stock was sold at an average price of $253.95, for a total transaction of $16,506,750.00. Following the completion of the transaction, the director directly owned 68,333 shares in the company, valued at approximately $17,353,165.35. This trade represents a 48.75% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last three months, insiders have sold 412,467 shares of company stock worth $104,381,911. 2.63% of the stock is owned by insiders.

About Vertiv

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.