EFG Asset Management Americas Corp. Has $3.71 Million Stake in Vertiv Holdings Co. $VRT

EFG Asset Management Americas Corp. lessened its stake in Vertiv Holdings Co. (NYSE:VRT) by 16.9% in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 24,609 shares of the company’s stock after selling 4,993 shares during the period. EFG Asset Management Americas Corp.’s holdings in Vertiv were worth $3,713,000 as of its most recent SEC filing.

A number of other hedge funds have also recently bought and sold shares of the company. Brevan Howard Capital Management LP boosted its holdings in Vertiv by 59.0% in the third quarter. Brevan Howard Capital Management LP now owns 56,834 shares of the company’s stock valued at $8,574,000 after acquiring an additional 21,090 shares during the last quarter. CSM Advisors LLC acquired a new stake in shares of Vertiv during the 3rd quarter worth approximately $757,000. Capula Management Ltd raised its stake in shares of Vertiv by 450.3% during the third quarter. Capula Management Ltd now owns 26,416 shares of the company’s stock worth $3,985,000 after buying an additional 21,616 shares during the last quarter. Cavalier Investments LLC raised its stake in shares of Vertiv by 5.2% during the third quarter. Cavalier Investments LLC now owns 2,496 shares of the company’s stock worth $377,000 after buying an additional 124 shares during the last quarter. Finally, Clark Capital Management Group Inc. lifted its holdings in Vertiv by 14.8% in the third quarter. Clark Capital Management Group Inc. now owns 51,561 shares of the company’s stock valued at $7,778,000 after buying an additional 6,632 shares during the period. 89.92% of the stock is currently owned by institutional investors.

Vertiv Stock Performance

Shares of VRT stock opened at $258.80 on Friday. The company has a debt-to-equity ratio of 0.73, a quick ratio of 1.22 and a current ratio of 1.55. Vertiv Holdings Co. has a 52 week low of $53.60 and a 52 week high of $276.78. The company’s 50 day moving average price is $213.20 and its two-hundred day moving average price is $180.61. The company has a market capitalization of $99.02 billion, a P/E ratio of 75.89, a price-to-earnings-growth ratio of 1.31 and a beta of 2.02.

Vertiv (NYSE:VRT) last released its quarterly earnings results 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 company had revenue of $2.88 billion during the quarter, compared to analysts’ expectations of $2.89 billion. During the same quarter in the prior year, the company earned $0.99 earnings per share. The business’s quarterly revenue was up 22.7% compared to the same quarter last year. Vertiv has set its Q1 2026 guidance at 0.950-1.010 EPS and its FY 2026 guidance at 5.970-6.070 EPS. On average, analysts expect that Vertiv Holdings Co. will post 3.59 earnings per share for the current fiscal year.

Vertiv Dividend Announcement

The company 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%.

Insider Activity

In other news, Director Edward L. Monser sold 77,294 shares of the company’s stock in a transaction dated Friday, March 6th. The stock was 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. This represents a 82.41% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, Director Steven Reinemund sold 65,000 shares of the stock in a transaction dated 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 approximately $17,353,165.35. The trade was a 48.75% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last 90 days, insiders have sold 489,761 shares of company stock worth $123,356,815. 2.63% of the stock is currently owned by insiders.

Wall Street Analyst Weigh In

A number of analysts have commented on the stock. Mizuho lifted their target price on shares of Vertiv from $198.00 to $290.00 and gave the stock an “outperform” rating in a report on Thursday, February 12th. Wall Street Zen downgraded Vertiv from a “strong-buy” rating to a “buy” rating in a report on Saturday. Deutsche Bank Aktiengesellschaft reissued a “buy” rating and issued a $281.00 target price on shares of Vertiv in a research note on Thursday, February 12th. The Goldman Sachs Group raised their target price on Vertiv from $204.00 to $277.00 and gave the stock a “buy” rating in a report on Thursday, February 12th. Finally, Evercore reaffirmed an “outperform” rating and issued a $280.00 price target on shares of Vertiv in a research note on Wednesday, February 11th. One research 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 issued a Sell rating to the company. According to data from MarketBeat.com, Vertiv currently has a consensus 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 rolled out OneCore, a digital-twin platform targeting high-density AI data centers — a strategic product that addresses faster buildouts for AI infrastructure and supports longer-term demand for Vertiv’s power/cooling systems. Vertiv (VRT) Debuts OneCore Digital Twin Platform for AI Data Centers
• Positive Sentiment: New industrial‑grade UPS design aimed at commercial markets expands Vertiv’s addressable market outside hyperscale data centers — a product-cycle catalyst that can support revenue growth and margin mix over time. Vertiv introduces industrial-grade UPS design for commercial markets
• Positive Sentiment: Strong media and analyst attention (Forbes, Jim Cramer shout-outs, Zacks blogs) and an average “Moderate Buy” analyst rating have fueled demand and investor interest in Vertiv as an AI infrastructure play. Why Vertiv Is Outpacing Every Competitor
• Neutral Sentiment: Explanatory coverage notes Vertiv is up significantly since earnings and lays out the key drivers and estimates — useful context but not a new catalyst. Momentum can attract short-term traders as well as volatility. Why Is Vertiv (VRT) Up 12.2% Since Last Earnings Report?
• Neutral Sentiment: Broader thematic pieces place Vertiv in AI/megatrend portfolios — positive for long-term thesis but these narratives can already be priced in. Megatrends Still Matter: 3 Growth Stocks for the Next 10 Years (VRT)
• Negative Sentiment: A company director sold roughly $19M of stock — a sizable insider sale that can create near-term selling pressure and raise caution for some investors. Vertiv (NYSE:VRT) Director Sells $18,974,904.06 in Stock
• Negative Sentiment: Valuation and recent run-up: coverage highlights strong gains and elevated multiples (high P/E), which increase the risk of short-term profit-taking and sensitivity to execution/guidance misses. A Look At Vertiv Holdings Co (VRT) Valuation After Strong Recent Share Price Momentum

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.