Bokf Na Reduces Stock Position in Vertiv Holdings Co. $VRT

Bokf Na reduced its holdings in Vertiv Holdings Co. (NYSE:VRT) by 36.4% in the fourth quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor owned 28,148 shares of the company’s stock after selling 16,087 shares during the period. Bokf Na’s holdings in Vertiv were worth $4,560,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other institutional investors and hedge funds have also made changes to their positions in VRT. Empowered Funds LLC grew its stake in shares of Vertiv by 25.9% in the 1st quarter. Empowered Funds LLC now owns 11,557 shares of the company’s stock worth $834,000 after buying an additional 2,377 shares in the last quarter. Sivia Capital Partners LLC purchased a new position in shares of Vertiv in the 2nd quarter worth $567,000. Cary Street Partners Financial LLC grew its stake in shares of Vertiv by 19.8% in the 2nd quarter. Cary Street Partners Financial LLC now owns 1,390 shares of the company’s stock worth $178,000 after buying an additional 230 shares in the last quarter. Bank of Nova Scotia grew its stake in shares of Vertiv by 49.7% in the 2nd quarter. Bank of Nova Scotia now owns 29,239 shares of the company’s stock worth $3,755,000 after buying an additional 9,712 shares in the last quarter. Finally, Ossiam purchased a new position in shares of Vertiv in the 2nd quarter worth $50,000. 89.92% of the stock is owned by hedge funds and other institutional investors.

Vertiv Stock Up 5.3%

Shares of NYSE:VRT opened at $358.96 on Thursday. Vertiv Holdings Co. has a 52-week low of $91.84 and a 52-week high of $359.84. The stock has a market cap of $137.88 billion, a P/E ratio of 90.19, a price-to-earnings-growth ratio of 1.46 and a beta of 2.09. The business’s 50 day moving average is $278.65 and its 200 day moving average is $216.60. The company has a quick ratio of 1.15, a current ratio of 1.49 and a debt-to-equity ratio of 0.69.

Vertiv (NYSE:VRT) last posted its quarterly earnings results on Wednesday, April 22nd. The company reported $1.17 EPS for the quarter, beating the consensus estimate of $1.00 by $0.17. Vertiv had a net margin of 14.37% and a return on equity of 49.90%. The business had revenue of $2.65 billion during the quarter, compared to analyst estimates of $2.63 billion. During the same quarter in the previous year, the business posted $0.64 EPS. The company’s quarterly revenue was up 30.1% compared to the same quarter last year. Vertiv has set its Q2 2026 guidance at 1.370-1.430 EPS and its FY 2026 guidance at 6.300-6.400 EPS. Sell-side analysts predict that Vertiv Holdings Co. will post 6.42 EPS for the current year.

Vertiv Dividend Announcement

The firm also recently declared a quarterly dividend, which was paid on Thursday, March 26th. Stockholders of record on Tuesday, March 17th were given a $0.0625 dividend. This represents a $0.25 annualized dividend and a dividend yield of 0.1%. The ex-dividend date of this dividend was Tuesday, March 17th. Vertiv’s dividend payout ratio is presently 6.28%.

Wall Street Analyst Weigh In

A number of equities analysts have commented on VRT shares. Royal Bank Of Canada lifted their price objective on shares of Vertiv from $344.00 to $356.00 and gave the stock an “outperform” rating in a research note on Thursday, April 23rd. Weiss Ratings cut shares of Vertiv from a “buy (b)” rating to a “buy (b-)” rating in a research note on Friday, April 24th. Barclays lifted their price target on shares of Vertiv from $300.00 to $345.00 and gave the stock an “overweight” rating in a research note on Thursday, April 23rd. Wall Street Zen raised shares of Vertiv from a “buy” rating to a “strong-buy” rating in a research note on Saturday, May 2nd. Finally, Evercore reaffirmed an “outperform” rating and set a $350.00 price target on shares of Vertiv in a research note on Monday, April 20th. Twenty-one equities research analysts have rated the stock with a Buy rating, four have given a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $278.38.

Insider Transactions 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 shares were 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 owned 22,258 shares of the company’s stock, valued at approximately $5,682,244.82. This represents a 64.25% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, EVP Anders Karlborg sold 30,487 shares of the company’s stock in a transaction that occurred on Thursday, February 26th. The stock was sold at an average price of $246.92, for a total transaction of $7,527,850.04. Following the completion of the sale, the executive vice president directly owned 34,746 shares of the company’s stock, valued at $8,579,482.32. The trade was a 46.74% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last three months, insiders have sold 489,761 shares of company stock worth $123,356,815. Insiders own 1.10% of the company’s stock.

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.