Wakefield Asset Management LLLP Cuts Holdings in Vertiv Holdings Co. $VRT

Wakefield Asset Management LLLP reduced its holdings in Vertiv Holdings Co. (NYSE:VRT) by 7.1% in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 27,438 shares of the company’s stock after selling 2,082 shares during the quarter. Vertiv comprises 1.1% of Wakefield Asset Management LLLP’s investment portfolio, making the stock its 20th biggest holding. Wakefield Asset Management LLLP’s holdings in Vertiv were worth $4,139,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also recently bought and sold shares of VRT. Empowered Funds LLC boosted its position in shares of Vertiv by 25.9% during the 1st quarter. Empowered Funds LLC now owns 11,557 shares of the company’s stock worth $834,000 after purchasing an additional 2,377 shares in the last quarter. Sivia Capital Partners LLC acquired a new position in shares of Vertiv during the 2nd quarter worth $567,000. Vestmark Advisory Solutions Inc. purchased a new position in shares of Vertiv in the 2nd quarter valued at about $830,000. AE Wealth Management LLC increased its holdings in shares of Vertiv by 4.5% in the 2nd quarter. AE Wealth Management LLC now owns 10,531 shares of the company’s stock valued at $1,352,000 after purchasing an additional 452 shares in the last quarter. Finally, Prospera Financial Services Inc increased its holdings in shares of Vertiv by 49.3% in the 2nd quarter. Prospera Financial Services Inc now owns 17,000 shares of the company’s stock valued at $2,183,000 after purchasing an additional 5,615 shares in the last quarter. Institutional investors and hedge funds own 89.92% of the company’s stock.

Vertiv Stock Performance

NYSE:VRT opened at $269.34 on Wednesday. The company has a current ratio of 1.55, a quick ratio of 1.22 and a debt-to-equity ratio of 0.73. The company has a market capitalization of $103.05 billion, a P/E ratio of 78.98, a price-to-earnings-growth ratio of 1.33 and a beta of 2.02. The firm has a 50-day moving average price of $207.36 and a two-hundred day moving average price of $178.08. Vertiv Holdings Co. has a twelve month low of $53.60 and a twelve month high of $274.85.

Vertiv (NYSE:VRT) last released its quarterly earnings results on Wednesday, February 11th. The company reported $1.36 EPS 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 business had revenue of $2.88 billion for the quarter, compared to analyst estimates of $2.89 billion. During the same period in the prior year, the business earned $0.99 earnings per share. The company’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 expect that Vertiv Holdings Co. will post 3.59 earnings per share for the current fiscal year.

Vertiv Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Thursday, March 26th. Shareholders of record on Tuesday, March 17th will be issued 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 is Tuesday, March 17th. Vertiv’s dividend payout ratio is 7.33%.

Analyst Upgrades and Downgrades

A number of analysts recently commented on the stock. Citigroup boosted their price objective on shares of Vertiv from $220.00 to $286.00 and gave the stock a “buy” rating in a report on Thursday, February 12th. Morgan Stanley reaffirmed an “overweight” rating and issued a $285.00 target price on shares of Vertiv in a report on Friday, February 13th. TD Cowen reissued a “buy” rating on shares of Vertiv in a research note on Thursday, February 12th. Wolfe Research cut Vertiv from an “outperform” rating to a “peer perform” rating in a report on Tuesday, December 9th. Finally, Mizuho raised their price objective on Vertiv from $198.00 to $290.00 and gave the company an “outperform” rating in a research note on Thursday, February 12th. One equities research analyst has rated the stock with a Strong Buy rating, nineteen have issued a Buy rating, two have issued a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $230.28.

More Vertiv News

Here are the key news stories impacting Vertiv this week:

• Positive Sentiment: S&P 500 inclusion = mechanical demand and near‑term buying pressure: index funds and ETFs must acquire shares ahead of the March 23 rebalancing, which has already pushed VRT to 52‑week highs and higher volume. Read More.
• Positive Sentiment: Index effect amplified by AI/data‑center narrative — Vertiv’s role in power and cooling for hyperscale AI data centers makes the inclusion a structural tailwind, not just a technical trade. Read More.
• Positive Sentiment: Short interest dropped sharply in February (down ~33% to ~6.25M shares; days‑to‑cover ~1.1), reducing one source of downside pressure and lowering the chance of a large short-driven correction.
• Positive Sentiment: Fundamentals support the rally — recent quarter beat EPS, revenue growth and management guidance are solid, which makes the index‑driven buying less likely to be purely momentum. Read More.
• Neutral Sentiment: Company declared a small quarterly dividend (annualized ≈ $0.25; yield ~0.1%, ex‑dividend March 17) — a modest income signal but not a major valuation driver.
• Neutral Sentiment: Elevated analyst/media coverage and inclusion on AI/megatrend lists are increasing visibility and could sustain longer‑term interest beyond the mechanical index flows. Read More.
• Negative Sentiment: Insider selling: Director Edward Monser sold 77,294 shares in early March (large block, ~82% reduction in his holding), which some investors view as a bearish signal even though institutional/index inflows are the dominant near‑term force. Read More.

Insider Activity at Vertiv

In related news, Director Steven Reinemund sold 65,000 shares of Vertiv stock in a transaction dated 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 sale, the director owned 68,333 shares in the company, valued at approximately $17,353,165.35. This trade represents a 48.75% decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, Director Edward L. Monser sold 77,294 shares of the business’s stock in a transaction dated 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 completion of the transaction, the director directly owned 16,500 shares of the company’s stock, valued at $4,050,585. The trade was a 82.41% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 489,761 shares of company stock valued at $123,356,815 in the last ninety days. 5.01% 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.