Stonehage Fleming Financial Services Holdings Ltd acquired a new stake in Vertiv Holdings Co. (NYSE:VRT – Free Report) during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor acquired 3,780 shares of the company’s stock, valued at approximately $612,000.
Other hedge funds and other institutional investors have also recently made changes to their positions in the company. Financial Management Professionals Inc. lifted its position in Vertiv by 1,560.0% during the third quarter. Financial Management Professionals Inc. now owns 166 shares of the company’s stock valued at $25,000 after purchasing an additional 156 shares during the period. Promus Capital LLC purchased a new stake in Vertiv in the second quarter valued at $26,000. Pacer Advisors Inc. grew its position in Vertiv by 67.6% during the 3rd quarter. Pacer Advisors Inc. now owns 171 shares of the company’s stock worth $26,000 after purchasing an additional 69 shares during the period. True Wealth Design LLC raised its stake in shares of Vertiv by 54.0% during the 3rd quarter. True Wealth Design LLC now owns 194 shares of the company’s stock valued at $29,000 after buying an additional 68 shares during the last quarter. Finally, Park Place Capital Corp raised its stake in shares of Vertiv by 624.0% during the 4th quarter. Park Place Capital Corp now owns 181 shares of the company’s stock valued at $29,000 after buying an additional 156 shares during the last quarter. Institutional investors and hedge funds own 89.92% of the company’s stock.
More Vertiv News
Here are the key news stories impacting Vertiv this week:
- Positive Sentiment: HSBC started coverage with a Buy and $325 price target, signaling institutional conviction and a ~28% upside vs. recent levels; this can attract momentum and institutional flows. HSBC initiates Vertiv stock with buy rating on AI data center growth
- Positive Sentiment: Vertiv announced plans to acquire ThermoKey (heat‑rejection tech) and expand manufacturing in the Americas to meet surging AI data center demand — a direct revenue/backlog growth driver and margin/scale play. Why Vertiv (VRT) Stock Is Up Today
- Positive Sentiment: Vertiv was added to the S&P 500 in the latest rebalancing — a structural positive that typically increases ETF/index fund demand and liquidity. S&P 500 Rebalancing: 3 Key AI Stocks Earn Their Spot in the Index (VRT)
- Positive Sentiment: Analyst commentary from Zacks highlights accelerating AI‑driven data center demand, growing orders/backlog and capacity expansion — reinforcing the growth thesis for Vertiv’s products and services. VRT Rides on Accelerating Data Center Growth: A Sign for More Upside?
- Positive Sentiment: Zacks also included VRT in a roundup of top AI/data‑center plays, calling it a buy idea alongside peers — useful for retail investor interest. Time to Buy These Top AI Data Center Stocks: CRDO, VRT
- Neutral Sentiment: Recent market‑beat/writeups noted a modest intraday rally (+1.95% close recently), reflecting how quickly sentiment has shifted day‑to‑day around newsflow and index inclusion. Why Vertiv Holdings Co. (VRT) Outpaced the Stock Market Today
- Negative Sentiment: Despite the positive catalysts, the stock is down today — likely driven by short‑term profit taking after recent gains, high valuation (P/E ~74) and a high beta (~2.0) which magnify volatility; these are near‑term risks for investors. Vertiv Trading/Quote Page
Vertiv Price Performance
Vertiv (NYSE:VRT – Get Free Report) last posted its quarterly earnings results on Wednesday, February 11th. The company reported $1.36 earnings per share for the quarter, topping the consensus estimate of $1.29 by $0.07. The firm had revenue of $2.88 billion for the quarter, compared to the consensus estimate of $2.89 billion. Vertiv had a net margin of 13.03% and a return on equity of 49.55%. The company’s revenue for the quarter was up 22.7% on a year-over-year basis. During the same period last year, the firm 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. On average, equities analysts anticipate that Vertiv Holdings Co. will post 3.59 EPS for the current fiscal year.
Vertiv Dividend Announcement
The firm also recently announced a quarterly dividend, which was paid on Thursday, March 26th. Shareholders of record on Tuesday, March 17th were paid a $0.0625 dividend. This represents a $0.25 dividend on an annualized basis and a yield of 0.1%. The ex-dividend date of this dividend was Tuesday, March 17th. Vertiv’s dividend payout ratio (DPR) is 7.33%.
Analyst Ratings Changes
A number of brokerages have recently commented on VRT. JPMorgan Chase & Co. lowered their target price on Vertiv from $230.00 to $225.00 and set an “overweight” rating on the stock in a research note on Friday, January 16th. Wolfe Research cut Vertiv from an “outperform” rating to a “peer perform” rating in a research report on Tuesday, December 9th. Roth Mkm reissued a “buy” rating and issued a $275.00 price target on shares of Vertiv in a report on Thursday, February 12th. The Goldman Sachs Group upped their price objective on Vertiv from $204.00 to $277.00 and gave the stock a “buy” rating in a research report on Thursday, February 12th. Finally, Deutsche Bank Aktiengesellschaft reaffirmed a “buy” rating and set a $281.00 price objective on shares of Vertiv in a research note on Thursday, February 12th. One investment analyst has rated the stock with a Strong Buy rating, twenty have issued a Buy rating, two have assigned a Hold rating and one has given a Sell rating to the company. According to MarketBeat.com, the company has an average rating of “Moderate Buy” and an average target price of $235.26.
View Our Latest Report on Vertiv
Insider Buying and Selling at Vertiv
In other news, Chairman David M. Cote sold 40,000 shares of the company’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 value of $10,211,600.00. Following the completion of the sale, the chairman directly owned 22,258 shares in the company, valued at $5,682,244.82. This represents a 64.25% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, Director Steven Reinemund sold 65,000 shares of the stock in a transaction that occurred on Thursday, February 26th. The shares were sold at an average price of $253.95, for a total value of $16,506,750.00. Following the completion of the sale, the director directly owned 68,333 shares of the company’s stock, valued at approximately $17,353,165.35. This represents a 48.75% decrease in their position. The SEC filing for this sale provides additional information. Over the last quarter, insiders sold 489,761 shares of company stock worth $123,356,815. 2.63% of the stock is owned by company 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.
See Also
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