CreativeOne Wealth LLC Buys 6,947 Shares of Vertiv Holdings Co. $VRT

CreativeOne Wealth LLC raised its stake in Vertiv Holdings Co. (NYSE:VRT) by 187.8% in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 10,646 shares of the company’s stock after acquiring an additional 6,947 shares during the quarter. CreativeOne Wealth LLC’s holdings in Vertiv were worth $1,606,000 as of its most recent filing with the Securities and Exchange Commission.

Other institutional investors also recently modified their holdings of the company. Financial Management Professionals Inc. grew its stake in shares of Vertiv by 1,560.0% during the third quarter. Financial Management Professionals Inc. now owns 166 shares of the company’s stock valued at $25,000 after purchasing an additional 156 shares during the last quarter. Promus Capital LLC acquired a new stake in shares of Vertiv in the second quarter valued at approximately $26,000. Pacer Advisors Inc. raised its position in Vertiv by 67.6% in the 3rd 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. True Wealth Design LLC lifted its holdings in Vertiv by 54.0% during the 3rd quarter. True Wealth Design LLC now owns 194 shares of the company’s stock worth $29,000 after buying an additional 68 shares in the last quarter. Finally, Quent Capital LLC acquired a new position in Vertiv during the 3rd quarter worth $30,000. 89.92% of the stock is owned by institutional investors.

Analyst Upgrades and Downgrades

Several research firms have recently commented on VRT. Weiss Ratings raised Vertiv from a “hold (c+)” rating to a “buy (b-)” rating in a research note on Friday, February 13th. JPMorgan Chase & Co. cut their price target on Vertiv from $230.00 to $225.00 and set an “overweight” rating on the stock in a research note on Friday, January 16th. Oppenheimer reiterated an “outperform” rating and issued a $270.00 price objective on shares of Vertiv in a research report on Thursday, February 12th. Deutsche Bank Aktiengesellschaft reissued a “buy” rating and set a $281.00 price objective on shares of Vertiv in a report on Thursday, February 12th. Finally, Royal Bank Of Canada raised their target price on shares of Vertiv from $200.00 to $266.00 and gave the company an “outperform” rating in a research note on Thursday, February 12th. One equities research analyst has rated the stock with a Strong Buy rating, nineteen have assigned a Buy rating, two have given a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat.com, Vertiv currently has a consensus rating of “Moderate Buy” and an average price target of $230.28.

Insider Buying and Selling at Vertiv

In related news, Director Steven Reinemund sold 65,000 shares of Vertiv stock in a transaction that occurred on Thursday, February 26th. The shares were sold at an average price of $253.95, for a total transaction of $16,506,750.00. Following the transaction, the director owned 68,333 shares of the company’s stock, valued at $17,353,165.35. This trade represents a 48.75% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this link. Also, Chairman David M. Cote sold 40,000 shares of the business’s stock in a transaction that occurred on 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 transaction, the chairman owned 22,258 shares of the company’s stock, valued at approximately $5,682,244.82. This represents a 64.25% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold 489,761 shares of company stock worth $123,356,815 over the last ninety days. 5.01% of the stock is owned by corporate insiders.

Vertiv Stock Up 1.9%

NYSE:VRT opened at $269.34 on Wednesday. The company has a quick ratio of 1.22, a current ratio of 1.55 and a debt-to-equity ratio of 0.73. Vertiv Holdings Co. has a 12-month low of $53.60 and a 12-month high of $274.85. The stock’s fifty day simple moving average is $207.36 and its 200-day simple moving average is $178.08. The firm has a market capitalization of $103.05 billion, a P/E ratio of 78.98, a P/E/G ratio of 1.33 and a beta of 2.02.

Vertiv (NYSE:VRT) last released its quarterly earnings data on Wednesday, February 11th. The company reported $1.36 EPS for the quarter, beating analysts’ consensus estimates of $1.29 by $0.07. Vertiv had a return on equity of 49.55% and a net margin of 13.03%.The business had revenue of $2.88 billion during the quarter, compared to the consensus estimate of $2.89 billion. During the same quarter in the prior year, the company posted $0.99 earnings per share. The firm’s 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. Equities research analysts expect that Vertiv Holdings Co. will post 3.59 earnings per share for the current year.

Vertiv Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Thursday, March 26th. Investors of record on Tuesday, March 17th will be given a $0.0625 dividend. This represents a $0.25 dividend on an annualized basis and a dividend yield of 0.1%. The ex-dividend date is Tuesday, March 17th. Vertiv’s dividend payout ratio (DPR) is currently 7.33%.

Key Headlines Impacting Vertiv

Here are the key news stories impacting Vertiv this week:

• Positive Sentiment: S&P 500 inclusion creates predictable, large-scale buying from index funds and ETFs and has already driven a big volume spike and price breakout. This is the primary near‑term catalyst. Vertiv Stock: Why S&P 500 Inclusion Is A Game Changer
• Positive Sentiment: Fundamentals back the rally: Vertiv recently beat EPS estimates, reported revenue growth and maintained robust FY guidance; management cites a large order backlog driven by AI/data‑center demand, supporting revenue visibility. Vertiv Rises on S&P 500 Inclusion Announcement
• Positive Sentiment: Analyst attention and upgraded price targets have increased — several firms reaffirmed Buy/Outperform ratings and lifted targets ahead of the index move, which can sustain institutional interest beyond forced buying. These 2 AI Stocks Just Got a Massive S&P 500 Catalyst
• Neutral Sentiment: Short interest fell sharply in February (~33% decline), reducing short‑sell pressure and days‑to‑cover to ~1.1 — this removes some downside technical friction but also lowers short‑squeeze potential.
• Neutral Sentiment: Company declared a small quarterly dividend (modest yield ~0.1%, ex‑dividend March 17), which is unlikely to be a material driver for the stock.
• Negative Sentiment: Insider selling: a director sold a large block of shares (77,294) in early March, a notable reduction in that insider’s stake; while not uncommon around large liquidity events, it is a near‑term negative signal for some investors. SEC Filing – Insider Sale

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.