Zevenbergen Capital Investments LLC Raises Stock Holdings in Vertiv Holdings Co. $VRT

Zevenbergen Capital Investments LLC increased its holdings in Vertiv Holdings Co. (NYSE:VRT) by 15.5% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 346,575 shares of the company’s stock after purchasing an additional 46,625 shares during the period. Vertiv accounts for 1.2% of Zevenbergen Capital Investments LLC’s investment portfolio, making the stock its 24th biggest position. Zevenbergen Capital Investments LLC’s holdings in Vertiv were worth $56,149,000 as of its most recent SEC filing.

Several other large investors have also recently added to or reduced their stakes in the business. Financial Management Professionals Inc. grew its holdings in Vertiv by 1,560.0% in the 3rd quarter. Financial Management Professionals Inc. now owns 166 shares of the company’s stock valued at $25,000 after buying an additional 156 shares during the period. Pacer Advisors Inc. lifted its stake in Vertiv by 67.6% during the third quarter. Pacer Advisors Inc. now owns 171 shares of the company’s stock worth $26,000 after purchasing an additional 69 shares during the last quarter. Park Place Capital Corp boosted its holdings in Vertiv by 624.0% in the fourth quarter. Park Place Capital Corp now owns 181 shares of the company’s stock worth $29,000 after purchasing an additional 156 shares during the period. True Wealth Design LLC increased its stake 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 purchasing an additional 68 shares during the last quarter. Finally, Quent Capital LLC acquired a new stake in shares of Vertiv during the third quarter worth $30,000. 89.92% of the stock is currently owned by hedge funds and other institutional investors.

Insider Activity

In other Vertiv news, Director Jan Van Dokkum sold 38,647 shares of the firm’s stock in a transaction dated Thursday, February 26th. The stock was sold at an average price of $254.87, for a total transaction of $9,849,960.89. Following the transaction, the director directly owned 25,000 shares in the company, valued at $6,371,750. This trade represents a 60.72% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at the SEC website. Also, Chairman David M. Cote sold 40,000 shares of the company’s stock in a transaction dated 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 sale, the chairman owned 22,258 shares of the company’s stock, valued at approximately $5,682,244.82. This trade represents a 64.25% decrease in their position. The SEC filing for this sale provides additional information. Over the last three months, insiders sold 489,761 shares of company stock valued at $123,356,815. Corporate insiders own 5.01% of the company’s stock.

Analyst Ratings Changes

Several equities research analysts recently weighed in on VRT shares. Weiss Ratings upgraded shares of Vertiv from a “hold (c+)” rating to a “buy (b-)” rating in a research note on Friday, February 13th. Deutsche Bank Aktiengesellschaft reiterated a “buy” rating and set a $281.00 price target on shares of Vertiv in a research report on Thursday, February 12th. JPMorgan Chase & Co. dropped their price objective on shares of Vertiv from $230.00 to $225.00 and set an “overweight” rating on the stock in a report on Friday, January 16th. Mizuho lifted their price objective on shares of Vertiv from $198.00 to $290.00 and gave the company an “outperform” rating in a research report on Thursday, February 12th. Finally, Evercore reaffirmed an “outperform” rating and set a $280.00 target price on shares of Vertiv in a research note on Wednesday, February 11th. One investment analyst has rated the stock with a Strong Buy rating, twenty have issued 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, Vertiv has a consensus rating of “Moderate Buy” and an average target price of $235.26.

Vertiv Stock Performance

NYSE:VRT opened at $234.05 on Tuesday. The company has a 50-day moving average of $232.78 and a 200-day moving average of $191.22. The firm has a market cap of $89.55 billion, a price-to-earnings ratio of 68.64, a price-to-earnings-growth ratio of 1.27 and a beta of 2.02. The company has a current ratio of 1.55, a quick ratio of 1.22 and a debt-to-equity ratio of 0.73. Vertiv Holdings Co. has a twelve month low of $53.60 and a twelve month high of $282.05.

Vertiv (NYSE:VRT) last posted its quarterly earnings results on Wednesday, February 11th. The company reported $1.36 earnings per share for the quarter, beating the consensus estimate of $1.29 by $0.07. Vertiv had a return on equity of 49.55% and a net margin of 13.03%.The firm had revenue of $2.88 billion for the quarter, compared to analyst estimates of $2.89 billion. During the same period in the previous year, the firm earned $0.99 earnings per share. Vertiv’s quarterly revenue was up 22.7% on a year-over-year basis. 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 earnings per share for the current fiscal year.

Vertiv Dividend Announcement

The firm also recently disclosed a quarterly dividend, which was paid on Thursday, March 26th. Investors of record on Tuesday, March 17th were paid 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 payout ratio is presently 7.33%.

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.