Vertiv Holdings Co. $VRT Shares Purchased by Bokf Na

Bokf Na increased its position in shares of Vertiv Holdings Co. (NYSE:VRT) by 44.7% in the 3rd quarter, Holdings Channel reports. The firm owned 44,235 shares of the company’s stock after purchasing an additional 13,661 shares during the period. Bokf Na’s holdings in Vertiv were worth $6,673,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. Norges Bank acquired a new stake in Vertiv during the 2nd quarter worth $538,132,000. Winslow Capital Management LLC acquired a new stake in shares of Vertiv in the second quarter valued at about $459,284,000. Schroder Investment Management Group raised its position in shares of Vertiv by 148.0% in the third quarter. Schroder Investment Management Group now owns 1,828,750 shares of the company’s stock valued at $275,885,000 after buying an additional 1,091,210 shares during the last quarter. SG Americas Securities LLC lifted its stake in shares of Vertiv by 102.7% in the second quarter. SG Americas Securities LLC now owns 26,837 shares of the company’s stock worth $3,446,000 after buying an additional 1,026,837 shares in the last quarter. Finally, Invesco Ltd. boosted its position in Vertiv by 20.9% during the second quarter. Invesco Ltd. now owns 5,931,488 shares of the company’s stock worth $761,662,000 after acquiring an additional 1,024,634 shares during the last quarter. Hedge funds and other institutional investors own 89.92% of the company’s stock.

Vertiv News Summary

Here are the key news stories impacting Vertiv this week:

• Positive Sentiment: Vertiv launched the OneCore digital‑twin platform aimed at accelerating high‑density AI data center builds — a product move that directly targets the fast‑growing AI infrastructure market and supports revenue leverage over coming years. Vertiv (VRT) Debuts OneCore Digital Twin Platform for AI Data Centers
• Positive Sentiment: High‑profile bullish coverage (including Jim Cramer) and positive features highlight Vertiv as a top AI/data‑center play, which tends to attract momentum and retail/trading flows. Jim Cramer on Vertiv Holdings: “What a Stock, What a Company”
• Positive Sentiment: Analyst and media coverage emphasizes Vertiv’s outperformance versus peers on execution and AI tailwinds — articles argue the company is outpacing competitors, supporting a longer‑term growth narrative. Why Vertiv Is Outpacing Every Competitor
• Positive Sentiment: Multiple analyst‑focused pieces (Zacks, Yahoo synthesis) highlight recent rally among AI‑infrastructure names and flag Vertiv as carrying favorable momentum/rankings, implying further upside potential if AI capex continues. The Zacks Analyst Blog Vertiv, HubSpot, Dell, Keysight and Cognex
• Positive Sentiment: MarketBeat included Vertiv among megatrend beneficiaries (AI, cloud, clean energy), reinforcing the structural demand story for data‑center infrastructure over the next decade. Megatrends Still Matter: 3 Growth Stocks for the Next 10 Years (VRT)
• Neutral Sentiment: Coverage assessing valuation and consensus ratings notes a consensus around a “moderate buy” and elevated multiples (reflecting growth expectations). This keeps the stock vulnerable to changes in execution or interest‑rate sentiment. Vertiv Holdings Co. (NYSE:VRT) Receives Average Rating of “Moderate Buy” from Analysts
• Negative Sentiment: A company director sold about $18.97 million of VRT stock — a large insider sale that likely triggered near‑term selling/lock‑in by other holders and contributed to downward pressure on the share price today. Vertiv (NYSE:VRT) Director Sells $18,974,904.06 in Stock

Wall Street Analysts Forecast Growth

Several analysts recently issued reports on VRT shares. 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. TD Cowen restated a “buy” rating on shares of Vertiv in a report on Thursday, February 12th. Evercore restated an “outperform” rating and issued a $280.00 price target on shares of Vertiv in a research report on Wednesday, February 11th. JPMorgan Chase & Co. cut their price target on Vertiv from $230.00 to $225.00 and set an “overweight” rating for the company in a report on Friday, January 16th. Finally, Wolfe Research downgraded Vertiv from an “outperform” rating to a “peer perform” rating in a research report on Tuesday, December 9th. One analyst has rated the stock with a Strong Buy rating, nineteen have issued a Buy rating, two have assigned a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average price target of $230.28.

Insiders Place Their Bets

In related news, Director Roger Fradin sold 101,667 shares of the firm’s stock in a transaction dated Thursday, February 26th. The stock was sold at an average price of $253.42, for a total transaction of $25,764,451.14. Following the completion of the sale, the director directly owned 40,000 shares of the company’s stock, valued at approximately $10,136,800. This trade represents a 71.76% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, Chairman David M. Cote sold 40,000 shares of the business’s stock in a transaction dated 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 completion of the sale, the chairman owned 22,258 shares in the company, valued at approximately $5,682,244.82. This trade represents a 64.25% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last quarter, insiders have sold 489,761 shares of company stock worth $123,356,815. Corporate insiders own 2.63% of the company’s stock.

Vertiv Stock Performance

NYSE:VRT opened at $265.33 on Friday. The company’s 50-day moving average is $211.54 and its two-hundred day moving average is $179.31. Vertiv Holdings Co. has a 1-year low of $53.60 and a 1-year high of $276.78. 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 firm has a market capitalization of $101.52 billion, a price-to-earnings ratio of 77.81, a PEG ratio of 1.35 and a beta of 2.02.

Vertiv (NYSE:VRT) last released its quarterly earnings results on Wednesday, February 11th. The company reported $1.36 EPS for the quarter, beating the consensus estimate 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 analyst estimates of $2.89 billion. During the same quarter in the previous year, the company earned $0.99 EPS. The business’s revenue for the quarter 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. Analysts forecast 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. Shareholders of record on Tuesday, March 17th will be given a $0.0625 dividend. The ex-dividend date is Tuesday, March 17th. This represents a $0.25 dividend on an annualized basis and a yield of 0.1%. Vertiv’s payout ratio is currently 7.33%.

Vertiv 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.