Aptus Capital Advisors LLC Takes $3.84 Million Position in Vertiv Holdings Co. $VRT

Aptus Capital Advisors LLC acquired a new position in shares of Vertiv Holdings Co. (NYSE:VRT) in the third quarter, according to its most recent Form 13F filing with the SEC. The firm acquired 25,444 shares of the company’s stock, valued at approximately $3,838,000.

Several other institutional investors and hedge funds have also recently bought and sold shares of VRT. Financial Management Professionals Inc. boosted its stake in Vertiv by 1,560.0% during the third quarter. Financial Management Professionals Inc. now owns 166 shares of the company’s stock worth $25,000 after buying an additional 156 shares during the period. Promus Capital LLC purchased a new stake in shares of Vertiv in the 2nd quarter valued at approximately $26,000. Pacer Advisors Inc. raised its stake in shares of Vertiv by 67.6% in the 3rd quarter. Pacer Advisors Inc. now owns 171 shares of the company’s stock valued at $26,000 after acquiring an additional 69 shares during the period. True Wealth Design LLC raised its stake in shares of Vertiv by 54.0% in the 3rd quarter. True Wealth Design LLC now owns 194 shares of the company’s stock valued at $29,000 after acquiring an additional 68 shares during the period. Finally, Quent Capital LLC acquired a new position in shares of Vertiv in the 3rd quarter worth approximately $30,000. 89.92% of the stock is currently owned by hedge funds and other institutional investors.

Key Stories Impacting Vertiv

Here are the key news stories impacting Vertiv this week:

• Positive Sentiment: Zacks and other outlets flag VRT as a top-ranked momentum and strong-growth stock, citing accelerated AI-driven data‑center demand and rising orders that support revenue and EPS upside. Vertiv Holdings Co. (VRT) is a Top-Ranked Momentum Stock: Should You Buy?
• Positive Sentiment: Analyst commentary and Zacks pieces highlight Vertiv as a strong growth story supported by booming AI demand and a doubled backlog that improves revenue visibility. Here’s Why Vertiv Holdings Co. (VRT) is a Strong Growth Stock
• Positive Sentiment: Forbes reviews VRT’s ~191% 12‑month gain, attributing the rally to AI order flow and backlog strength—this bullish narrative supports higher valuation expectations despite recent profit‑taking. What’s Behind Vertiv Stock’s Triple-Digit Growth
• Positive Sentiment: One trading strategy write-up pushes a bullish, tactical trade targeting ~48% return—reflects active investor appetite for momentum plays in VRT. (Speculative/short‑term). Bullish strategy on Vertiv stock targets quick 48% return
• Positive Sentiment: S&P 500 quarterly rebalancing is being announced after the close—market speculation that Vertiv could be added would be a structural positive (inflows from index funds) if inclusion is confirmed. S&P 500 Rebalancing Tonight: Could Vertiv, SoFi, or Lumentum Join the Index?
• Neutral Sentiment: Board declared a small quarterly cash dividend ($0.0625/share payable March 26). Dividend provides modest income support but is unlikely to materially change valuation. Vertiv Declares Quarterly Dividend
• Neutral Sentiment: Recent market note: VRT outperformed the broader market in the prior session, reflecting short‑term momentum that may be offset by profit‑taking. Vertiv Holdings Co. (VRT) Outperforms Broader Market: What You Need to Know
• Negative Sentiment: Report of insider selling has triggered concern and short‑term selling pressure; insiders selling can weigh on investor sentiment even if not unusual post‑runup. Vertiv (NYSE:VRT) Trading Down 5.3% on Insider Selling
• Negative Sentiment: Coverage noting Vertiv trades at a premium valuation raises investor caution—high P/E and elevated expectations mean upside depends on continued execution and AI order realization. Vertiv Trades at a Premium Valuation: Should You Still Buy the Stock?

Analysts Set New Price Targets

A number of research firms recently weighed in on VRT. Oppenheimer reaffirmed an “outperform” rating and set a $270.00 price objective on shares of Vertiv in a research report on Thursday, February 12th. Barclays boosted their target price on Vertiv from $200.00 to $281.00 and gave the company an “overweight” rating in a research report on Thursday, February 12th. Royal Bank Of Canada upped their price target on Vertiv from $200.00 to $266.00 and gave the stock an “outperform” rating in a research note on Thursday, February 12th. JPMorgan Chase & Co. dropped their price objective on Vertiv from $230.00 to $225.00 and set an “overweight” rating for the company in a research note on Friday, January 16th. Finally, Mizuho boosted their price objective on Vertiv from $198.00 to $290.00 and gave the company an “outperform” rating in a report 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 issued a Hold rating and one has given a Sell rating to the stock. According to MarketBeat, Vertiv presently has an average rating of “Moderate Buy” and an average price target of $230.28.

Insider Transactions at Vertiv

In related news, Director Jan Van Dokkum sold 38,647 shares of Vertiv stock in a transaction on Thursday, February 26th. The stock was sold at an average price of $254.87, for a total value of $9,849,960.89. Following the completion of the transaction, the director directly owned 25,000 shares in the company, valued at approximately $6,371,750. This trade represents a 60.72% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, EVP Anders Karlborg sold 30,487 shares of the company’s stock in a transaction dated Thursday, February 26th. The stock was sold at an average price of $246.92, for a total value of $7,527,850.04. Following the sale, the executive vice president owned 34,746 shares in the company, valued at approximately $8,579,482.32. This trade represents a 46.74% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 412,467 shares of company stock valued at $104,381,911 in the last 90 days. Insiders own 2.63% of the company’s stock.

Vertiv Price Performance

Shares of VRT opened at $241.91 on Friday. The company has a market cap of $92.55 billion, a P/E ratio of 70.94, a PEG ratio of 1.22 and a beta of 2.02. Vertiv Holdings Co. has a fifty-two week low of $53.60 and a fifty-two week high of $264.86. The company has a quick ratio of 1.22, a current ratio of 1.55 and a debt-to-equity ratio of 0.73. The firm’s 50 day moving average price is $203.27 and its 200 day moving average price is $175.76.

Vertiv (NYSE:VRT) last issued 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. The company had revenue of $2.88 billion during the quarter, compared to analysts’ expectations of $2.89 billion. Vertiv had a net margin of 13.03% and a return on equity of 49.55%. The firm’s revenue was up 22.7% compared to the same quarter last year. During the same quarter last year, the company 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, research analysts forecast that Vertiv Holdings Co. will post 3.59 earnings per share for the current fiscal year.

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.