Traynor Capital Management Inc. Buys 22,811 Shares of Vertiv Holdings Co. $VRT

Traynor Capital Management Inc. increased its stake in Vertiv Holdings Co. (NYSE:VRT) by 40.4% in the 4th quarter, Holdings Channel reports. The fund owned 79,309 shares of the company’s stock after buying an additional 22,811 shares during the quarter. Vertiv comprises about 0.7% of Traynor Capital Management Inc.’s holdings, making the stock its 25th largest position. Traynor Capital Management Inc.’s holdings in Vertiv were worth $12,849,000 as of its most recent filing with the SEC.

Other institutional investors have also added to or reduced their stakes in the company. Empowered Funds LLC lifted its stake in Vertiv by 25.9% during the first quarter. Empowered Funds LLC now owns 11,557 shares of the company’s stock worth $834,000 after purchasing an additional 2,377 shares during the last quarter. Sivia Capital Partners LLC bought a new position in shares of Vertiv during the 2nd quarter valued at about $567,000. Charles Schwab Investment Management Inc. increased its position in shares of Vertiv by 2.6% during the 2nd quarter. Charles Schwab Investment Management Inc. now owns 1,901,039 shares of the company’s stock valued at $244,112,000 after purchasing an additional 48,638 shares during the last quarter. Coldstream Capital Management Inc. raised its holdings in shares of Vertiv by 8.5% during the 2nd quarter. Coldstream Capital Management Inc. now owns 7,517 shares of the company’s stock valued at $965,000 after buying an additional 586 shares in the last quarter. Finally, Global Retirement Partners LLC purchased a new position in shares of Vertiv during the 2nd quarter valued at about $1,798,000. Institutional investors own 89.92% of the company’s stock.

Vertiv News Roundup

Here are the key news stories impacting Vertiv this week:

• Positive Sentiment: Inclusion in the S&P 500 is boosting demand for the stock as index funds and ETFs adjust holdings — a structural buyer that can support higher prices. As Vertiv Joins S&P 500
• Positive Sentiment: Vertiv agreed to acquire ThermoKey, expanding its heat-rejection and cooling portfolio for AI-ready data centers — a strategic tuck-in that strengthens product offering and addressable market in high-growth AI infrastructure. Vertiv to Acquire ThermoKey
• Positive Sentiment: Vertiv announced four new/expanded manufacturing facilities in the Americas to increase capacity for infrastructure, power and rack systems — this supports faster delivery and scale for AI/data-center demand. Manufacturing Capacity Expansion
• Positive Sentiment: HSBC initiated coverage with a Buy rating and $325 price target, providing fresh sell‑side validation and a ~18% upside reference point for investors. HSBC Initiates with Buy
• Neutral Sentiment: Multiple retail/coverage pieces (Zacks, Yahoo trending articles) highlight momentum and investor interest — these drive attention and flows but are less directly catalytic than index inclusion, M&A or capacity moves. Zacks Momentum Coverage
• Negative Sentiment: Short interest rose ~42.6% in March to ~8.9M shares (about 2.5% of float). While the short percentage is still modest, the jump increases potential volatility and the risk of short-term squeezes or amplified downside on negative news.

Analyst Ratings Changes

Several analysts have issued reports on the company. The Goldman Sachs Group upped their target price on Vertiv from $204.00 to $277.00 and gave the stock a “buy” rating in a research note on Thursday, February 12th. Mizuho lifted their price target 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. Barclays upped their price objective on shares of Vertiv from $200.00 to $281.00 and gave the company an “overweight” rating in a research note on Thursday, February 12th. TD Cowen reaffirmed a “buy” rating on shares of Vertiv in a report on Thursday, February 12th. Finally, Citigroup lifted their target price on shares of Vertiv from $220.00 to $286.00 and gave the stock a “buy” rating in a research report on Thursday, February 12th. One equities research analyst has rated the stock with a Strong Buy rating, twenty have assigned a Buy rating, two have given a Hold rating and one has issued a Sell rating to the company. According to MarketBeat.com, Vertiv presently has a consensus rating of “Moderate Buy” and an average target price of $235.26.

Vertiv Price Performance

VRT opened at $276.03 on Thursday. The company has a debt-to-equity ratio of 0.73, a current ratio of 1.55 and a quick ratio of 1.22. The stock’s 50 day simple moving average is $228.56 and its 200 day simple moving average is $188.36. The firm has a market cap of $105.61 billion, a price-to-earnings ratio of 80.95, a PEG ratio of 1.37 and a beta of 2.02. Vertiv Holdings Co. has a 1 year low of $53.60 and a 1 year high of $282.05.

Vertiv (NYSE:VRT) last announced 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. The firm had revenue of $2.88 billion during the quarter, compared to the consensus estimate of $2.89 billion. Vertiv had a return on equity of 49.55% and a net margin of 13.03%.The business’s revenue was up 22.7% on a year-over-year basis. During the same quarter in the previous year, the company posted $0.99 earnings per share. 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, analysts predict that Vertiv Holdings Co. will post 3.59 earnings per share for the current year.

Vertiv Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Thursday, March 26th. Investors 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 currently 7.33%.

Insider Buying and Selling at Vertiv

In other Vertiv news, Director Roger Fradin sold 101,666 shares of the business’s stock in a transaction dated Friday, February 27th. The shares were sold at an average price of $252.13, for a total value of $25,633,048.58. The transaction was disclosed in a legal filing with the SEC, which is available at this hyperlink. Also, Director Jan Van Dokkum sold 38,647 shares of the company’s stock in a transaction dated Thursday, February 26th. The shares were sold at an average price of $254.87, for a total transaction of $9,849,960.89. Following the transaction, the director directly owned 25,000 shares of the company’s stock, valued at approximately $6,371,750. This trade represents a 60.72% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 489,761 shares of company stock worth $123,356,815 over the last ninety days. 2.63% of the stock is owned by company insiders.

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.