Kestra Private Wealth Services LLC Acquires 5,596 Shares of Vertiv Holdings Co. $VRT

Kestra Private Wealth Services LLC lifted its holdings in shares of Vertiv Holdings Co. (NYSE:VRT) by 104.8% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 10,938 shares of the company’s stock after acquiring an additional 5,596 shares during the period. Kestra Private Wealth Services LLC’s holdings in Vertiv were worth $1,772,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors also recently made changes to their positions in the business. Schroder Investment Management Group boosted its holdings in Vertiv by 148.0% during the third quarter. Schroder Investment Management Group now owns 1,828,750 shares of the company’s stock worth $275,885,000 after purchasing an additional 1,091,210 shares during the last quarter. Federated Hermes Inc. boosted its holdings in Vertiv by 934.8% during the third quarter. Federated Hermes Inc. now owns 1,098,150 shares of the company’s stock worth $165,667,000 after purchasing an additional 992,031 shares during the last quarter. Ameriprise Financial Inc. boosted its holdings in Vertiv by 49.5% during the second quarter. Ameriprise Financial Inc. now owns 2,811,114 shares of the company’s stock worth $361,033,000 after purchasing an additional 930,158 shares during the last quarter. Qube Research & Technologies Ltd purchased a new position in Vertiv during the third quarter worth about $125,331,000. Finally, Vanguard Group Inc. boosted its holdings in Vertiv by 2.2% during the third quarter. Vanguard Group Inc. now owns 38,833,036 shares of the company’s stock worth $5,858,352,000 after purchasing an additional 826,281 shares during the last quarter. 89.92% of the stock is owned by institutional investors.

Analyst Ratings Changes

Several research analysts recently weighed in on the stock. Morgan Stanley boosted their price target on shares of Vertiv from $285.00 to $350.00 and gave the stock an “overweight” rating in a report on Thursday, April 23rd. Weiss Ratings cut shares of Vertiv from a “buy (b)” rating to a “buy (b-)” rating in a report on Friday, April 24th. Evercore restated an “outperform” rating and set a $350.00 price target on shares of Vertiv in a report on Monday, April 20th. TD Cowen boosted their price target on shares of Vertiv from $269.00 to $347.00 and gave the stock a “buy” rating in a report on Thursday, April 23rd. Finally, Jefferies Financial Group restated a “hold” rating and set a $260.00 price target (down from $280.00) on shares of Vertiv in a report on Tuesday, March 31st. Twenty-one investment analysts have rated the stock with a Buy rating, four have given a Hold rating and one has given a Sell rating to the company. According to MarketBeat, the company currently has an average rating of “Moderate Buy” and an average target price of $278.38.

Insider Activity at Vertiv

In other Vertiv news, EVP Anders Karlborg sold 30,487 shares of the company’s stock in a transaction that occurred on Thursday, February 26th. The shares were sold at an average price of $246.92, for a total value of $7,527,850.04. Following the completion of the transaction, the executive vice president directly owned 34,746 shares in the company, valued at $8,579,482.32. This represents a 46.74% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, Chairman David M. Cote sold 40,000 shares of the company’s stock in a transaction that occurred on Thursday, February 26th. The stock was sold at an average price of $255.29, for a total transaction of $10,211,600.00. Following the completion of the transaction, the chairman owned 22,258 shares of the company’s stock, valued at approximately $5,682,244.82. The trade was a 64.25% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold a total of 489,761 shares of company stock valued at $123,356,815 in the last three months. Corporate insiders own 2.63% of the company’s stock.

Key Vertiv News

Here are the key news stories impacting Vertiv this week:

• Positive Sentiment: Vertiv agreed to acquire Strategic Thermal Labs to strengthen server‑side liquid‑cooling capabilities for high‑density AI and HPC workloads — a direct product fit for the AI data‑center buildout and a near‑term growth accelerator. Vertiv Buys STL To Deepen AI Liquid Cooling
• Positive Sentiment: Coverage lift: JPMorgan and Morgan Stanley have recently raised price targets and reiterated constructive views on Vertiv, signaling stronger sell‑side conviction that supports higher valuation multiples. Vertiv: The Best Data Center Cooling Company to Invest In
• Positive Sentiment: Multiple industry pieces identify Vertiv as a direct beneficiary of surging AI capex (estimates up to $725B–$1T by 2026), which should lift demand for cooling, power and infrastructure — core Vertiv end markets. Big Techs Assure Lasting AI Frenzy – Which Stocks Will Gain?
• Positive Sentiment: Independent articles analyzing the AI supercycle and planned multi‑year capex increases list infrastructure plays like Vertiv among the stocks poised to “feast” on the buildout, reinforcing momentum and investor interest. $1 Trillion in AI Capex Is Coming
• Neutral Sentiment: Analyst commentary and industry roundups offer broader insights on Vertiv and peers; useful for context but generally reiterate the same AI/cooling thesis rather than providing new company‑specific catalysts. Analysts Offer Insights on Industrial Goods Companies

Vertiv Stock Performance

Shares of NYSE VRT opened at $329.68 on Friday. The firm has a 50 day moving average of $274.42 and a 200 day moving average of $213.68. The company has a current ratio of 1.49, a quick ratio of 1.15 and a debt-to-equity ratio of 0.69. The firm has a market capitalization of $126.13 billion, a price-to-earnings ratio of 82.83, a price-to-earnings-growth ratio of 1.31 and a beta of 2.04. Vertiv Holdings Co. has a 12-month low of $91.17 and a 12-month high of $330.30.

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

Vertiv Dividend Announcement

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

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.