Everhart Financial Group Inc. Acquires 3,310 Shares of Vertiv Holdings Co. $VRT

Everhart Financial Group Inc. grew its holdings in Vertiv Holdings Co. (NYSE:VRT) by 66.8% during the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 8,264 shares of the company’s stock after acquiring an additional 3,310 shares during the period. Everhart Financial Group Inc.’s holdings in Vertiv were worth $1,339,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other hedge funds have also recently made changes to their positions in VRT. Norges Bank purchased a new position in Vertiv in the 2nd quarter worth approximately $538,132,000. Winslow Capital Management LLC purchased a new stake in Vertiv during the 2nd quarter valued at approximately $459,284,000. Schroder Investment Management Group grew its holdings in Vertiv by 148.0% during the 3rd quarter. Schroder Investment Management Group now owns 1,828,750 shares of the company’s stock valued at $275,885,000 after buying an additional 1,091,210 shares in the last quarter. Invesco Ltd. raised its position in shares of Vertiv by 20.9% during the second quarter. Invesco Ltd. now owns 5,931,488 shares of the company’s stock valued at $761,662,000 after buying an additional 1,024,634 shares during the last quarter. Finally, Federated Hermes Inc. raised its position in shares of Vertiv by 934.8% during the third quarter. Federated Hermes Inc. now owns 1,098,150 shares of the company’s stock valued at $165,667,000 after buying an additional 992,031 shares during the last quarter. Institutional investors own 89.92% of the company’s stock.

Analyst Upgrades and Downgrades

VRT has been the subject of a number of research reports. Barclays upped their target price on shares of Vertiv from $200.00 to $281.00 and gave the stock an “overweight” rating in a research report on Thursday, February 12th. Oppenheimer reiterated an “outperform” rating and issued a $270.00 price target on shares of Vertiv in a research note on Thursday, February 12th. Citigroup increased their price objective on shares of Vertiv from $220.00 to $286.00 and gave the company a “buy” rating in a report on Thursday, February 12th. Wall Street Zen lowered Vertiv from a “strong-buy” rating to a “buy” rating in a research report on Saturday, March 14th. Finally, Deutsche Bank Aktiengesellschaft reaffirmed a “buy” rating and issued a $281.00 target price on shares of Vertiv in a report on Thursday, February 12th. One analyst has rated the stock with a Strong Buy rating, nineteen have given a Buy rating, two have assigned a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average price target of $230.28.

Vertiv Stock Down 4.7%

Shares of VRT opened at $256.43 on Friday. The company has a market cap of $98.11 billion, a PE ratio of 75.20, a P/E/G ratio of 1.36 and a beta of 2.02. The business has a fifty day moving average of $222.78 and a 200 day moving average of $184.95. Vertiv Holdings Co. has a 52-week low of $53.60 and a 52-week high of $276.78. 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 (NYSE:VRT) last posted its quarterly earnings data on Wednesday, February 11th. The company reported $1.36 EPS for the quarter, topping the consensus estimate of $1.29 by $0.07. Vertiv had a net margin of 13.03% and a return on equity of 49.55%. The company had revenue of $2.88 billion during the quarter, compared to analyst estimates of $2.89 billion. During the same period in the previous year, the firm earned $0.99 earnings per share. Vertiv’s quarterly revenue was up 22.7% compared to the same quarter last year. 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, sell-side analysts expect that Vertiv Holdings Co. will post 3.59 EPS for the current year.

Vertiv Announces Dividend

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 issued a dividend of $0.0625 per share. This represents a $0.25 annualized dividend and a yield of 0.1%. The ex-dividend date is Tuesday, March 17th. Vertiv’s dividend payout ratio is presently 7.33%.

Insider Activity at Vertiv

In related news, Director Jan Van Dokkum sold 38,647 shares of the stock in a transaction dated Thursday, February 26th. The shares were sold at an average price of $254.87, for a total value of $9,849,960.89. Following the sale, the director directly owned 25,000 shares of the company’s stock, valued at $6,371,750. This represents a 60.72% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, Director Roger Fradin sold 101,667 shares of the firm’s stock in a transaction dated Thursday, February 26th. The stock was sold at an average price of $253.42, for a total transaction of $25,764,451.14. Following the completion of the sale, the director directly owned 40,000 shares of the company’s stock, valued at approximately $10,136,800. The trade was a 71.76% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 489,761 shares of company stock worth $123,356,815 in the last three months. 2.63% of the stock is owned by insiders.

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.