3,985 Shares in Vertiv Holdings Co. $VRT Acquired by AAFMAA Wealth Management & Trust LLC

AAFMAA Wealth Management & Trust LLC bought a new stake in shares of Vertiv Holdings Co. (NYSE:VRT) in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor bought 3,985 shares of the company’s stock, valued at approximately $646,000.

A number of other large investors have also recently added to or reduced their stakes in the business. CreativeOne Wealth LLC increased its position in Vertiv by 187.8% during the third quarter. CreativeOne Wealth LLC now owns 10,646 shares of the company’s stock worth $1,606,000 after acquiring an additional 6,947 shares during the period. Abundance Wealth Counselors grew its position in Vertiv by 313.7% in the 3rd quarter. Abundance Wealth Counselors now owns 10,165 shares of the company’s stock worth $1,533,000 after purchasing an additional 7,708 shares during the last quarter. Union Bancaire Privee UBP SA increased its holdings in shares of Vertiv by 35.5% during the 3rd quarter. Union Bancaire Privee UBP SA now owns 272,608 shares of the company’s stock worth $41,126,000 after purchasing an additional 71,361 shares during the period. Plato Investment Management Ltd raised its position in shares of Vertiv by 272.7% during the third quarter. Plato Investment Management Ltd now owns 8,825 shares of the company’s stock valued at $1,321,000 after buying an additional 6,457 shares during the last quarter. Finally, KLP Kapitalforvaltning AS raised its position in shares of Vertiv by 5.5% during the third quarter. KLP Kapitalforvaltning AS now owns 143,100 shares of the company’s stock valued at $21,588,000 after buying an additional 7,400 shares during the last quarter. 89.92% of the stock is currently owned by institutional investors.

Insider Activity

In other Vertiv news, Director Roger Fradin sold 101,666 shares of Vertiv stock in a transaction on Friday, February 27th. The shares were sold at an average price of $252.13, for a total transaction of $25,633,048.58. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, Director Jan Van Dokkum sold 38,647 shares of the company’s stock in a transaction on Thursday, February 26th. The shares were sold at an average price of $254.87, for a total transaction of $9,849,960.89. Following the completion of the transaction, the director owned 25,000 shares in the company, valued at approximately $6,371,750. This represents a 60.72% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last three months, insiders sold 489,761 shares of company stock valued at $123,356,815. 2.63% of the stock is owned by corporate insiders.

Analyst Ratings Changes

A number of research firms recently weighed in on VRT. Deutsche Bank Aktiengesellschaft reissued a “buy” rating and set a $281.00 target price on shares of Vertiv in a research report on Thursday, February 12th. Oppenheimer reiterated an “outperform” rating and issued a $270.00 price objective on shares of Vertiv in a research report on Thursday, February 12th. Wolfe Research lowered Vertiv from an “outperform” rating to a “peer perform” rating in a report on Tuesday, December 9th. Citigroup upped their target price on Vertiv from $220.00 to $286.00 and gave the company a “buy” rating in a research note on Thursday, February 12th. Finally, Weiss Ratings raised Vertiv from a “hold (c+)” rating to a “buy (b-)” rating in a research report on Friday, February 13th. One investment analyst has rated the stock with a Strong Buy rating, nineteen have issued a Buy rating, two have issued a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average target price of $230.28.

Vertiv Trading Down 4.7%

VRT opened at $256.43 on Friday. The stock has a market capitalization of $98.11 billion, a P/E ratio of 75.20, a P/E/G ratio of 1.36 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 12 month low of $53.60 and a 12 month high of $276.78. The firm’s fifty day simple moving average is $222.78 and its 200 day simple moving average is $184.95.

Vertiv (NYSE:VRT) last released its earnings results on Wednesday, February 11th. The company reported $1.36 earnings per share (EPS) for the quarter, topping 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 firm had revenue of $2.88 billion during the quarter, compared to analysts’ expectations of $2.89 billion. During the same quarter in the prior year, the company earned $0.99 EPS. The company’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. As a group, research analysts anticipate that Vertiv Holdings Co. will post 3.59 EPS for the current fiscal year.

Vertiv Dividend Announcement

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

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.