Richard C. Young & CO. LTD. Acquires New Holdings in Vertiv Holdings Co. $VRT

Richard C. Young & CO. LTD. bought a new position in shares of Vertiv Holdings Co. (NYSE:VRT) in the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor bought 87,900 shares of the company’s stock, valued at approximately $13,261,000.

Several other hedge funds and other institutional investors also recently added to or reduced their stakes in VRT. Financial Management Professionals Inc. lifted its stake in shares of Vertiv by 1,560.0% in the third quarter. Financial Management Professionals Inc. now owns 166 shares of the company’s stock worth $25,000 after buying an additional 156 shares during the last quarter. Promus Capital LLC bought a new position in Vertiv in the 2nd quarter worth $26,000. Pacer Advisors Inc. lifted 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 acquiring an additional 69 shares during the last quarter. True Wealth Design LLC boosted its holdings in Vertiv by 54.0% during the third quarter. True Wealth Design LLC now owns 194 shares of the company’s stock valued at $29,000 after acquiring an additional 68 shares during the period. Finally, Quent Capital LLC acquired a new stake in shares of Vertiv in the third quarter valued at about $30,000. Institutional investors and hedge funds own 89.92% of the company’s stock.

Vertiv Stock Performance

VRT opened at $244.18 on Wednesday. The stock’s 50 day simple moving average is $198.43 and its 200-day simple moving average is $173.63. 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 stock has a market cap of $93.42 billion, a PE ratio of 71.61, a P/E/G ratio of 1.30 and a beta of 2.02. Vertiv Holdings Co. has a 1 year low of $53.60 and a 1 year high of $264.86.

Vertiv (NYSE:VRT) last posted its quarterly earnings results on Wednesday, February 11th. The company reported $1.36 earnings per share for the quarter, topping analysts’ consensus estimates of $1.29 by $0.07. Vertiv had a net margin of 13.03% and a return on equity of 49.55%. The firm had revenue of $2.88 billion for the quarter, compared to the consensus estimate of $2.89 billion. During the same quarter in the previous year, the company earned $0.99 earnings per share. The business’s 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. Sell-side analysts forecast that Vertiv Holdings Co. will post 3.59 EPS for the current year.

Vertiv News Summary

Here are the key news stories impacting Vertiv this week:

• Positive Sentiment: Completed a $2.1B senior unsecured notes offering and closed a $2.5B senior unsecured revolving credit facility — debut investment‑grade notes improve liquidity, extend maturities and lower refinancing risk, supporting capital structure for growth and large AI/data‑center contracts. Bond & Revolver Announcement
• Positive Sentiment: Launched a compact, high‑capacity double‑stack PowerBar Track busway to boost power density and preserve white space for AI workloads — product directly addresses hyperscaler/colocation pain points and can accelerate deployments. Busway Product Release
• Positive Sentiment: Expanded AI‑infrastructure capabilities (digital twin for NYSE composite and press coverage highlighting Vertiv as a “picks & shovels” AI supplier) — reinforces sales pipeline and the narrative that Vertiv is essential to AI data‑center buildouts. Digital Twin Story
• Positive Sentiment: Strong thematic/analyst interest: MarketBeat, Zacks and ETF writeups highlight Vertiv’s large backlog (~$15B) and position it as a core AI‑infrastructure play — can attract institutional and ETF flows. MarketBeat Backlog/Analyst Coverage
• Neutral Sentiment: High investor attention / watchlist mentions increase volume and volatility but are not a fundamental change; could amplify short‑term moves. Investor Attention Note
• Neutral Sentiment: Valuation is elevated (P/E ~70+) after a large run-up — supports caution that much of the AI growth is already priced in and increases sensitivity to execution misses or guidance changes. Valuation & Metrics
• Negative Sentiment: Significant insider selling disclosed (Chairman, multiple directors and an EVP sold large blocks on Feb. 26–27) — the size and frequency of sales (many sales >30k–100k shares) can be perceived as a negative signal or increase free float/near‑term supply. Insider Selling Summary

Insiders Place Their Bets

In other Vertiv news, EVP Anders Karlborg sold 30,487 shares of Vertiv 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 sale, the executive vice president directly owned 34,746 shares of the company’s stock, valued at approximately $8,579,482.32. The trade was a 46.74% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, Director Steven Reinemund sold 65,000 shares of the stock in a transaction that occurred on 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 completion of the transaction, the director directly 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 disclosure for this sale is available in the SEC filing. Insiders have sold a total of 412,467 shares of company stock valued at $104,381,911 over the last 90 days. Company insiders own 5.01% of the company’s stock.

Analysts Set New Price Targets

VRT has been the topic of a number of recent analyst reports. Wolfe Research lowered Vertiv from an “outperform” rating to a “peer perform” rating in a research note on Tuesday, December 9th. TD Cowen reaffirmed a “buy” rating on shares of Vertiv in a research report on Thursday, February 12th. Mizuho upped their price target on Vertiv from $198.00 to $290.00 and gave the stock an “outperform” rating in a report on Thursday, February 12th. Barclays raised their price objective on shares of Vertiv from $200.00 to $281.00 and gave the stock an “overweight” rating in a research note on Thursday, February 12th. Finally, Citigroup boosted 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, nineteen have issued a Buy rating, two have given a Hold rating and one has given a Sell rating to the company. According to MarketBeat, the company has an average rating of “Moderate Buy” and an average price target of $230.28.

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.