Bank Julius Baer & Co. Ltd Zurich Boosts Position in Vertiv Holdings Co. $VRT

Bank Julius Baer & Co. Ltd Zurich grew its holdings in Vertiv Holdings Co. (NYSE:VRT) by 123.2% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 57,361 shares of the company’s stock after acquiring an additional 31,666 shares during the period. Bank Julius Baer & Co. Ltd Zurich’s holdings in Vertiv were worth $9,380,000 at the end of the most recent quarter.

Other institutional investors have also recently made changes to their positions in the company. Howard Capital Management Inc. lifted its holdings in shares of Vertiv by 3.0% in the 3rd quarter. Howard Capital Management Inc. now owns 1,837 shares of the company’s stock valued at $277,000 after buying an additional 54 shares during the period. Waterfront Wealth Inc. raised its position in shares of Vertiv by 2.5% in the fourth quarter. Waterfront Wealth Inc. now owns 2,253 shares of the company’s stock worth $365,000 after acquiring an additional 56 shares during the period. Balance Wealth LLC grew its position in shares of Vertiv by 2.8% during the 4th quarter. Balance Wealth LLC now owns 2,089 shares of the company’s stock valued at $338,000 after acquiring an additional 57 shares during the period. Legacy Capital Group California Inc. boosted its position in Vertiv by 3.2% during the fourth quarter. Legacy Capital Group California Inc. now owns 1,859 shares of the company’s stock worth $301,000 after purchasing an additional 57 shares in the last quarter. Finally, Fairfield Financial Advisors LTD grew its holdings in Vertiv by 2.3% in the fourth quarter. Fairfield Financial Advisors LTD now owns 2,564 shares of the company’s stock valued at $415,000 after purchasing an additional 58 shares during the period. Hedge funds and other institutional investors own 89.92% of the company’s stock.

Wall Street Analyst Weigh In

Several analysts have recently issued reports on the stock. Evercore reiterated an “outperform” rating and issued a $425.00 target price on shares of Vertiv in a research report on Tuesday. The Goldman Sachs Group lifted their price objective on Vertiv from $277.00 to $311.00 and gave the stock a “buy” rating in a report on Tuesday, April 14th. Oppenheimer reiterated an “outperform” rating and set a $330.00 price objective on shares of Vertiv in a research note on Thursday, April 23rd. Morgan Stanley lifted their price target on Vertiv from $285.00 to $350.00 and gave the stock an “overweight” rating in a research note on Thursday, April 23rd. Finally, HSBC began coverage on Vertiv in a research report on Wednesday, March 25th. They set a “buy” rating and a $325.00 price target for the company. Twenty-two investment analysts have rated the stock with a Buy rating, four have issued a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average price target of $294.64.

Vertiv Trading Up 1.4%

Shares of NYSE:VRT opened at $375.22 on Friday. The company has a market cap of $144.12 billion, a PE ratio of 94.28, a P/E/G ratio of 1.59 and a beta of 2.09. The company’s 50 day moving average is $291.25 and its two-hundred day moving average is $224.32. Vertiv Holdings Co. has a 52 week low of $101.00 and a 52 week high of $379.94. The company has a current ratio of 1.49, a quick ratio of 1.15 and a debt-to-equity ratio of 0.69.

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

Vertiv Announces Dividend

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

Insider Activity at Vertiv

In other news, Director Roger Fradin sold 101,667 shares of Vertiv stock in a transaction on Thursday, February 26th. The shares were sold at an average price of $253.42, for a total value of $25,764,451.14. Following the transaction, the director directly owned 40,000 shares of the company’s stock, valued at $10,136,800. The trade was a 71.76% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available through this link. Also, Chairman David M. Cote sold 40,000 shares of the company’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 directly owned 22,258 shares of the company’s stock, valued at $5,682,244.82. The trade was a 64.25% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 489,761 shares of company stock valued at $123,356,815 over the last 90 days. 1.10% of the stock is owned by insiders.

More Vertiv News

Here are the key news stories impacting Vertiv this week:

• Positive Sentiment: Vertiv’s share price has been supported by blowout first-quarter results and multiple analyst price target increases, with investors citing surging AI-driven data center demand as a key growth driver. Why Vertiv (VRT) Stock Is Trading Up Today
• Positive Sentiment: The company expanded its AI cooling capabilities by acquiring Strategic Thermal Labs, which adds liquid-cooling and high-density thermal management expertise to Vertiv’s portfolio. Why Vertiv (VRT) Sits Inside the Grid-to-Chip Power Chain for AI Infrastructure
• Positive Sentiment: Vertiv was also named a key infrastructure partner for Hut 8’s Beacon Point AI campus project, further strengthening its exposure to large-scale AI buildouts. Vertiv News Ties AI Cooling Deals To Premium Valuation Debate
• Positive Sentiment: Wall Street commentary remains favorable, with analysts and market watchers continuing to describe Vertiv as a strong “picks-and-shovels” AI infrastructure play. Wall Street Analysts See Vertiv (VRT) as a Buy: Should You Invest?
• Neutral Sentiment: Jim Cramer said investors should “buy half and then wait for a decline,” a mixed view that acknowledges Vertiv’s strengths but suggests the stock may have already run up significantly. Jim Cramer on Vertiv: “You Buy Half and Then You Wait for a Decline”

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.