Vertiv Holdings Co. $VRT Shares Bought by Blue Whale Capital LLP

Blue Whale Capital LLP increased its position in shares of Vertiv Holdings Co. (NYSE:VRT) by 36.0% in the third quarter, Holdings Channel.com reports. The institutional investor owned 692,019 shares of the company’s stock after buying an additional 183,078 shares during the period. Vertiv makes up 5.8% of Blue Whale Capital LLP’s holdings, making the stock its 5th biggest holding. Blue Whale Capital LLP’s holdings in Vertiv were worth $104,398,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also bought and sold shares of the company. Norges Bank bought a new stake in Vertiv in the 2nd quarter worth about $538,132,000. Winslow Capital Management LLC purchased a new stake in Vertiv in the second quarter worth $459,284,000. Schroder Investment Management Group raised its stake in Vertiv by 148.0% in the 3rd quarter. Schroder Investment Management Group now owns 1,828,750 shares of the company’s stock valued at $275,885,000 after acquiring an additional 1,091,210 shares during the period. SG Americas Securities LLC raised its position in shares of Vertiv by 102.7% in the second quarter. SG Americas Securities LLC now owns 26,837 shares of the company’s stock valued at $3,446,000 after purchasing an additional 1,026,837 shares during the period. Finally, Invesco Ltd. raised its holdings in Vertiv by 20.9% during the 2nd quarter. Invesco Ltd. now owns 5,931,488 shares of the company’s stock valued at $761,662,000 after acquiring an additional 1,024,634 shares during the period. Institutional investors and hedge funds own 89.92% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of equities research analysts have recently issued reports on VRT shares. Royal Bank Of Canada increased their price target on shares of Vertiv from $200.00 to $266.00 and gave the stock an “outperform” rating in a report on Thursday, February 12th. TD Cowen reaffirmed a “buy” rating on shares of Vertiv in a report on Thursday, February 12th. Mizuho increased their target price on shares of Vertiv from $198.00 to $290.00 and gave the stock an “outperform” rating in a research note on Thursday, February 12th. Roth Mkm restated a “buy” rating and set a $275.00 price target on shares of Vertiv in a research report on Thursday, February 12th. Finally, Weiss Ratings raised shares of Vertiv from a “hold (c+)” rating to a “buy (b-)” rating in a report on Friday, February 13th. One investment analyst has rated the stock with a Strong Buy rating, nineteen have issued a Buy rating, two have given a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $230.28.

More Vertiv News

Here are the key news stories impacting Vertiv this week:

• Positive Sentiment: S&P 500 inclusion creates predictable, large-scale buying from index funds and ETFs and has already driven a big volume spike and price breakout. This is the primary near‑term catalyst. Vertiv Stock: Why S&P 500 Inclusion Is A Game Changer
• Positive Sentiment: Fundamentals back the rally: Vertiv recently beat EPS estimates, reported revenue growth and maintained robust FY guidance; management cites a large order backlog driven by AI/data‑center demand, supporting revenue visibility. Vertiv Rises on S&P 500 Inclusion Announcement
• Positive Sentiment: Analyst attention and upgraded price targets have increased — several firms reaffirmed Buy/Outperform ratings and lifted targets ahead of the index move, which can sustain institutional interest beyond forced buying. These 2 AI Stocks Just Got a Massive S&P 500 Catalyst
• Neutral Sentiment: Short interest fell sharply in February (~33% decline), reducing short‑sell pressure and days‑to‑cover to ~1.1 — this removes some downside technical friction but also lowers short‑squeeze potential.
• Neutral Sentiment: Company declared a small quarterly dividend (modest yield ~0.1%, ex‑dividend March 17), which is unlikely to be a material driver for the stock.
• Negative Sentiment: Insider selling: a director sold a large block of shares (77,294) in early March, a notable reduction in that insider’s stake; while not uncommon around large liquidity events, it is a near‑term negative signal for some investors. SEC Filing – Insider Sale

Insider Activity at Vertiv

In other Vertiv news, Director Edward L. Monser sold 77,294 shares of the stock in a transaction that occurred on Friday, March 6th. The shares were sold at an average price of $245.49, for a total transaction of $18,974,904.06. Following the transaction, the director directly owned 16,500 shares in the company, valued at $4,050,585. This trade represents a 82.41% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, Chairman David M. Cote sold 40,000 shares of the business’s stock in a transaction that occurred 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 completion of the sale, the chairman owned 22,258 shares of the company’s stock, valued at approximately $5,682,244.82. The trade was a 64.25% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold a total of 489,761 shares of company stock worth $123,356,815 in the last quarter. 5.01% of the stock is owned by company insiders.

Vertiv Trading Up 1.9%

Shares of Vertiv stock opened at $269.34 on Wednesday. The company has a debt-to-equity ratio of 0.73, a current ratio of 1.55 and a quick ratio of 1.22. Vertiv Holdings Co. has a 1 year low of $53.60 and a 1 year high of $274.85. The firm has a market cap of $103.05 billion, a PE ratio of 78.98, a PEG ratio of 1.33 and a beta of 2.02. The company has a 50 day simple moving average of $207.36 and a two-hundred day simple moving average of $178.08.

Vertiv (NYSE:VRT) last posted its quarterly earnings data on Wednesday, February 11th. The company reported $1.36 earnings per share for the quarter, beating the consensus estimate of $1.29 by $0.07. Vertiv had a net margin of 13.03% and a return on equity of 49.55%. The firm had revenue of $2.88 billion for the quarter, compared to analysts’ expectations of $2.89 billion. During the same quarter last year, the company posted $0.99 EPS. The business’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. Analysts expect that Vertiv Holdings Co. will post 3.59 earnings per share for the current fiscal year.

Vertiv Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Thursday, March 26th. Stockholders of record on Tuesday, March 17th will be given a dividend of $0.0625 per share. The ex-dividend date is Tuesday, March 17th. This represents a $0.25 annualized dividend and a dividend yield of 0.1%. Vertiv’s dividend payout ratio is 7.33%.

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.