Swiss National Bank Sells 51,400 Shares of Vertiv Holdings Co. $VRT

Swiss National Bank cut its position in shares of Vertiv Holdings Co. (NYSE:VRT) by 4.7% during the 3rd quarter, Holdings Channel reports. The firm owned 1,043,600 shares of the company’s stock after selling 51,400 shares during the quarter. Swiss National Bank’s holdings in Vertiv were worth $157,437,000 as of its most recent SEC filing.

A number of other institutional investors have also added to or reduced their stakes in VRT. Abundance Wealth Counselors grew its holdings in shares of Vertiv by 313.7% in the third quarter. Abundance Wealth Counselors now owns 10,165 shares of the company’s stock valued at $1,533,000 after acquiring an additional 7,708 shares in the last quarter. Union Bancaire Privee UBP SA lifted its holdings in Vertiv by 35.5% during the third quarter. Union Bancaire Privee UBP SA now owns 272,608 shares of the company’s stock worth $41,126,000 after acquiring an additional 71,361 shares during the period. Plato Investment Management Ltd boosted its position in Vertiv by 272.7% in the third quarter. Plato Investment Management Ltd now owns 8,825 shares of the company’s stock worth $1,321,000 after purchasing an additional 6,457 shares during the last quarter. KLP Kapitalforvaltning AS boosted its position in Vertiv by 5.5% in the third quarter. KLP Kapitalforvaltning AS now owns 143,100 shares of the company’s stock worth $21,588,000 after purchasing an additional 7,400 shares during the last quarter. Finally, Westpac Banking Corp grew its stake in Vertiv by 100.2% in the 2nd quarter. Westpac Banking Corp now owns 12,812 shares of the company’s stock valued at $1,645,000 after purchasing an additional 6,411 shares during the period. 89.92% of the stock is owned by institutional investors.

Wall Street Analysts Forecast Growth

Several brokerages have recently issued reports on VRT. Morgan Stanley reaffirmed an “overweight” rating and set a $285.00 target price on shares of Vertiv in a research report on Friday, February 13th. JPMorgan Chase & Co. reduced their price target on shares of Vertiv from $230.00 to $225.00 and set an “overweight” rating for the company in a research report on Friday, January 16th. Weiss Ratings upgraded shares of Vertiv from a “hold (c+)” rating to a “buy (b-)” rating in a report on Friday, February 13th. Deutsche Bank Aktiengesellschaft reaffirmed a “buy” rating and issued a $281.00 price objective on shares of Vertiv in a research report on Thursday, February 12th. Finally, Mizuho boosted their target price on shares of Vertiv from $198.00 to $290.00 and gave the company an “outperform” rating in a research note on Thursday, February 12th. One equities research analyst has rated the stock with a Strong Buy rating, nineteen have given a Buy rating, two have given a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average price target of $230.28.

Insider Buying and Selling

In related news, Director Edward L. Monser sold 77,294 shares of Vertiv stock in a transaction that occurred on Friday, March 6th. The shares were sold at an average price of $245.49, for a total value of $18,974,904.06. Following the completion of the transaction, the director directly owned 16,500 shares in the company, valued at approximately $4,050,585. The trade was a 82.41% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, Chairman David M. Cote sold 40,000 shares of the business’s stock in a transaction on Thursday, February 26th. The shares were sold at an average price of $255.29, for a total transaction of $10,211,600.00. Following the sale, the chairman directly owned 22,258 shares in the company, valued at $5,682,244.82. The trade was a 64.25% decrease in their position. The SEC filing for this sale provides additional information. Over the last quarter, insiders have sold 489,761 shares of company stock valued at $123,356,815. Corporate insiders own 5.01% of the company’s stock.

Vertiv Stock Up 9.6%

Shares of NYSE VRT opened at $264.87 on Tuesday. 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 has a market capitalization of $101.34 billion, a PE ratio of 77.68, a P/E/G ratio of 1.22 and a beta of 2.02. Vertiv Holdings Co. has a one year low of $53.60 and a one year high of $266.67. The business’s fifty day moving average price is $205.25 and its 200-day moving average price is $177.07.

Vertiv (NYSE:VRT) last announced its quarterly earnings data 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 company had revenue of $2.88 billion during the quarter, compared to analyst estimates of $2.89 billion. Vertiv had a return on equity of 49.55% and a net margin of 13.03%.The firm’s revenue for the quarter was up 22.7% on a year-over-year basis. During the same quarter last year, the firm posted $0.99 EPS. 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 research analysts anticipate that Vertiv Holdings Co. will post 3.59 EPS for the current year.

Vertiv Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Thursday, March 26th. Stockholders of record on Tuesday, March 17th will be paid a $0.0625 dividend. The ex-dividend date is Tuesday, March 17th. This represents a $0.25 annualized dividend and a dividend yield of 0.1%. Vertiv’s dividend payout ratio (DPR) is presently 7.33%.

Vertiv News Summary

Here are the key news stories impacting Vertiv this week:

• Positive Sentiment: S&P 500 inclusion will create mechanical, index-driven demand (forced buying by ETFs and index funds) and has already helped push the stock to multi‑week/52‑week highs. This is the primary near‑term driver supporting the stock. Vertiv Stock Jumps 8% After S&P 500 Inclusion
• Positive Sentiment: Underlying fundamentals back the technical rally: recent quarterly results beat EPS estimates, management has raised FY guidance, and the business is benefiting from strong AI/data‑center demand (large order backlog for power/cooling equipment), which supports continued revenue visibility. Vertiv Rises on S&P 500 Inclusion Announcement
• Neutral Sentiment: Company announced a small quarterly dividend (annualized yield ~0.1%; ex‑dividend March 17). This is modest income support but not a major valuation driver.
• Neutral Sentiment: Positive analyst/media coverage and inclusion on “AI/megatrend” lists are increasing visibility among long‑term investors, which can help sustain interest beyond the technical index effect. 4 Top Stocks Long-Term Investors Should Buy in March
• Negative Sentiment: Insider selling: Director Edward L. Monser sold 77,294 shares (large block) in early March, reducing his holding by ~82%. While insider sales can be seen as a red flag, the S&P inclusion and institutional inflows are likely to dwarf this as a near‑term market force. SEC Filing – Insider Sale

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.