8,592 Shares in Vertiv Holdings Co. $VRT Bought by E. Ohman J or Asset Management AB

E. Ohman J or Asset Management AB bought a new position in shares of Vertiv Holdings Co. (NYSE:VRT) during the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm bought 8,592 shares of the company’s stock, valued at approximately $1,392,000.

Other hedge funds and other institutional investors have also bought and sold shares of the company. M & L Capital Management Ltd acquired a new stake in Vertiv in the fourth quarter worth $2,382,000. Avanza Fonder AB boosted its position in shares of Vertiv by 46.0% during the fourth quarter. Avanza Fonder AB now owns 56,785 shares of the company’s stock worth $9,200,000 after purchasing an additional 17,903 shares in the last quarter. Assenagon Asset Management S.A. grew its holdings in shares of Vertiv by 356.6% in the 4th quarter. Assenagon Asset Management S.A. now owns 161,084 shares of the company’s stock valued at $26,097,000 after buying an additional 125,807 shares during the period. Park Place Capital Corp increased its position in shares of Vertiv by 624.0% in the 4th quarter. Park Place Capital Corp now owns 181 shares of the company’s stock valued at $29,000 after buying an additional 156 shares in the last quarter. Finally, Diversified Trust Co. increased its position in shares of Vertiv by 10.2% in the 4th quarter. Diversified Trust Co. now owns 11,366 shares of the company’s stock valued at $1,841,000 after buying an additional 1,048 shares in the last quarter. Institutional investors own 89.92% of the company’s stock.

Vertiv News Roundup

Here are the key news stories impacting Vertiv this week:

• Positive Sentiment: Inclusion in the S&P 500, which became effective March 23, brings index-buying flows and greater institutional attention — a structural demand boost for the stock. Vertiv Joins the S&P 500 Today. Can Its AI Rally Keep Going?
• Positive Sentiment: Vertiv announced four new or expanded manufacturing facilities in the Americas to increase capacity for power, rack systems and infrastructure solutions — a move to meet rising high-density and AI cooling demand that supports revenue growth and delivery ramp. Vertiv Announces Expansion of Manufacturing Capacity Spanning Infrastructure Solutions, Power, and Rack Systems, to Meet Rising Demand
• Positive Sentiment: Agreement to acquire ThermoKey S.p.A. to broaden heat-rejection and heat-exchange capabilities for AI-ready data centers — this expands Vertiv’s thermal portfolio and customer optionality in high-density cooling. Vertiv to Acquire ThermoKey, Expanding Heat Rejection Portfolio for Converged Physical Infrastructure
• Positive Sentiment: Analyst and media bullishness highlighting robust AI infrastructure demand, large backlog and Nvidia collaboration — commentary from Zacks and The Motley Fool underscores organic momentum and upside expectations. VRT Benefits From Robust AI Infrastructure Demand: More Upside Ahead?
• Neutral Sentiment: Trending / “buy now” coverage and style-score pieces from Zacks and Yahoo are increasing retail/investor attention; useful for momentum but not direct proof of fundamentals. Is Trending Stock Vertiv Holdings Co. (VRT) a Buy Now?
• Neutral Sentiment: Market commentators and trading educators are highlighting Vertiv as a name to trade around recent moves (technical/residual-premium opportunities), which can amplify intraday volatility but is not a long-term fundamental driver. The Big 3: SPY, AVGO, VRT
• Negative Sentiment: Short interest rose sharply in March — up ~42.6% to ~8.9M shares as of March 13 (about 2.5% of shares outstanding) with a short-interest ratio of ~1.1 days — this increase can pressure the stock if negative headlines arrive, though the low days-to-cover also limits prolonged short pressure; it also raises the potential for short-term squeezes.

Insiders Place Their Bets

In other Vertiv news, Director Edward L. Monser sold 77,294 shares of the business’s stock in a transaction that occurred on Friday, March 6th. The stock was sold at an average price of $245.49, for a total transaction of $18,974,904.06. Following the transaction, the director owned 16,500 shares of the company’s stock, valued at $4,050,585. The trade was a 82.41% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, EVP Anders Karlborg sold 30,487 shares of the company’s stock in a transaction that occurred on Thursday, February 26th. The shares were sold at an average price of $246.92, for a total value of $7,527,850.04. Following the completion of the sale, the executive vice president owned 34,746 shares in the company, valued at $8,579,482.32. This 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 489,761 shares of company stock worth $123,356,815 in the last three months. Insiders own 5.01% of the company’s stock.

Wall Street Analysts Forecast Growth

Several research firms have weighed in on VRT. Citigroup lifted their target price on Vertiv from $220.00 to $286.00 and gave the stock a “buy” rating in a report on Thursday, February 12th. Royal Bank Of Canada increased their price target on Vertiv from $200.00 to $266.00 and gave the stock an “outperform” rating in a report on Thursday, February 12th. Mizuho raised their price target on Vertiv from $198.00 to $290.00 and gave the stock an “outperform” rating in a research report on Thursday, February 12th. Evercore reiterated an “outperform” rating and set a $280.00 price objective on shares of Vertiv in a report on Wednesday, February 11th. Finally, Weiss Ratings upgraded 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 assigned a Buy rating, two have issued a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average target price of $230.28.

Vertiv Price Performance

NYSE:VRT opened at $270.47 on Wednesday. Vertiv Holdings Co. has a 1-year low of $53.60 and a 1-year high of $276.78. The company has a current ratio of 1.55, a quick ratio of 1.22 and a debt-to-equity ratio of 0.73. The firm has a fifty day simple moving average of $226.45 and a 200 day simple moving average of $187.74. The stock has a market capitalization of $103.48 billion, a PE ratio of 79.32, a P/E/G ratio of 1.29 and a beta of 2.02.

Vertiv (NYSE:VRT) last posted its quarterly earnings results on Wednesday, February 11th. The company reported $1.36 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.29 by $0.07. The firm had revenue of $2.88 billion for the quarter, compared to analyst estimates of $2.89 billion. Vertiv had a net margin of 13.03% and a return on equity of 49.55%. The company’s quarterly revenue was up 22.7% compared to the same quarter last year. During the same period in the prior year, the firm posted $0.99 earnings per share. 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 expect 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. Stockholders of record on Tuesday, March 17th will be issued 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 of this dividend is Tuesday, March 17th. Vertiv’s dividend payout ratio is presently 7.33%.

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.