Vertiv Holdings Co. $VRT Shares Bought by Focus Financial Network Inc.

Focus Financial Network Inc. lifted its stake in Vertiv Holdings Co. (NYSE:VRT) by 227.5% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 17,513 shares of the company’s stock after buying an additional 12,166 shares during the period. Focus Financial Network Inc.’s holdings in Vertiv were worth $2,837,000 as of its most recent SEC filing.

A number of other large investors have also modified their holdings of the stock. Howard Capital Management Inc. lifted its position in Vertiv by 3.0% during the 3rd quarter. Howard Capital Management Inc. now owns 1,837 shares of the company’s stock worth $277,000 after acquiring an additional 54 shares in the last quarter. Investors Asset Management of Georgia Inc. GA ADV grew its position in Vertiv by 1.9% in the third quarter. Investors Asset Management of Georgia Inc. GA ADV now owns 3,020 shares of the company’s stock valued at $456,000 after acquiring an additional 55 shares in the last quarter. Ancora Advisors LLC grew its position in Vertiv by 0.4% in the third quarter. Ancora Advisors LLC now owns 15,923 shares of the company’s stock valued at $2,402,000 after acquiring an additional 64 shares in the last quarter. JBR Co Financial Management Inc raised its stake in shares of Vertiv by 0.8% during the third quarter. JBR Co Financial Management Inc now owns 7,825 shares of the company’s stock valued at $1,180,000 after purchasing an additional 65 shares during the period. Finally, Brown Brothers Harriman & Co. raised its stake in shares of Vertiv by 37.8% during the third quarter. Brown Brothers Harriman & Co. now owns 237 shares of the company’s stock valued at $36,000 after purchasing an additional 65 shares during the period. Institutional investors and hedge funds own 89.92% of the company’s stock.

Vertiv Stock Up 1.9%

VRT stock opened at $276.03 on Thursday. 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 50 day simple moving average of $228.56 and a 200-day simple moving average of $188.36. The company has a market capitalization of $105.61 billion, a P/E ratio of 80.95, a PEG ratio of 1.37 and a beta of 2.02. Vertiv Holdings Co. has a twelve month low of $53.60 and a twelve month high of $282.05.

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, beating the consensus estimate of $1.29 by $0.07. The firm had revenue of $2.88 billion for 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 quarterly revenue was up 22.7% on a year-over-year basis. During the same period in the prior year, the company 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, equities research analysts predict that Vertiv Holdings Co. will post 3.59 earnings per share for the current fiscal year.

Vertiv Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Thursday, March 26th. Stockholders of record on Tuesday, March 17th will be paid 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 is 7.33%.

Analyst Upgrades and Downgrades

VRT has been the subject of several analyst reports. Oppenheimer restated an “outperform” rating and issued a $270.00 target price on shares of Vertiv in a research note on Thursday, February 12th. JPMorgan Chase & Co. dropped their price target on shares of Vertiv from $230.00 to $225.00 and set an “overweight” rating on the stock in a research note on Friday, January 16th. Citigroup boosted their price objective on shares of 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 upped their price objective on shares of Vertiv from $200.00 to $266.00 and gave the company an “outperform” rating in a research report on Thursday, February 12th. Finally, Morgan Stanley restated an “overweight” rating and set a $285.00 target price on shares of Vertiv in a research note on Friday, February 13th. One equities research analyst has rated the stock with a Strong Buy rating, twenty have assigned a Buy rating, two have assigned a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus price target of $235.26.

Insider Buying and Selling at Vertiv

In other Vertiv news, Director Edward L. Monser sold 77,294 shares of the company’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 sale, the director owned 16,500 shares in the company, valued at $4,050,585. This represents a 82.41% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through this link. Also, Director Jan Van Dokkum sold 38,647 shares of the company’s stock in a transaction that occurred on 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 owned 25,000 shares in the company, valued at $6,371,750. The trade was a 60.72% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last ninety days, insiders have sold 489,761 shares of company stock valued at $123,356,815. Corporate insiders own 2.63% of the company’s stock.

Key Stories Impacting Vertiv

Here are the key news stories impacting Vertiv this week:

• Positive Sentiment: Inclusion in the S&P 500 is boosting demand for the stock as index funds and ETFs adjust holdings — a structural buyer that can support higher prices. As Vertiv Joins S&P 500
• Positive Sentiment: Vertiv agreed to acquire ThermoKey, expanding its heat-rejection and cooling portfolio for AI-ready data centers — a strategic tuck-in that strengthens product offering and addressable market in high-growth AI infrastructure. Vertiv to Acquire ThermoKey
• Positive Sentiment: Vertiv announced four new/expanded manufacturing facilities in the Americas to increase capacity for infrastructure, power and rack systems — this supports faster delivery and scale for AI/data-center demand. Manufacturing Capacity Expansion
• Positive Sentiment: HSBC initiated coverage with a Buy rating and $325 price target, providing fresh sell‑side validation and a ~18% upside reference point for investors. HSBC Initiates with Buy
• Neutral Sentiment: Multiple retail/coverage pieces (Zacks, Yahoo trending articles) highlight momentum and investor interest — these drive attention and flows but are less directly catalytic than index inclusion, M&A or capacity moves. Zacks Momentum Coverage
• Negative Sentiment: Short interest rose ~42.6% in March to ~8.9M shares (about 2.5% of float). While the short percentage is still modest, the jump increases potential volatility and the risk of short-term squeezes or amplified downside on negative news.

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.