Vertiv Holdings Co. $VRT Shares Sold by Aspire Private Capital LLC

Aspire Private Capital LLC trimmed its holdings in Vertiv Holdings Co. (NYSE:VRT) by 40.1% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 7,062 shares of the company’s stock after selling 4,734 shares during the quarter. Aspire Private Capital LLC’s holdings in Vertiv were worth $1,144,000 at the end of the most recent reporting period.

Several other large investors have also recently added to or reduced their stakes in the business. Empowered Funds LLC boosted its position in Vertiv by 25.9% during the 1st quarter. Empowered Funds LLC now owns 11,557 shares of the company’s stock worth $834,000 after acquiring an additional 2,377 shares during the period. Sivia Capital Partners LLC acquired a new stake in shares of Vertiv in the 2nd quarter worth approximately $567,000. Northwestern Mutual Wealth Management Co. boosted its holdings in shares of Vertiv by 7.8% in the second quarter. Northwestern Mutual Wealth Management Co. now owns 49,993 shares of the company’s stock valued at $6,420,000 after acquiring an additional 3,612 shares in the last quarter. Lido Advisors LLC increased its stake in shares of Vertiv by 74.2% during the second quarter. Lido Advisors LLC now owns 5,799 shares of the company’s stock valued at $745,000 after acquiring an additional 2,471 shares during the period. Finally, VestGen Advisors LLC acquired a new position in shares of Vertiv during the second quarter valued at approximately $316,000. 89.92% of the stock is currently owned by institutional investors and hedge funds.

Vertiv Stock Up 3.7%

VRT stock opened at $259.74 on Thursday. The company has a 50 day moving average of $235.86 and a two-hundred day moving average of $192.51. The company has a market cap of $99.38 billion, a price-to-earnings ratio of 76.17, a PEG ratio of 1.26 and a beta of 2.04. Vertiv Holdings Co. has a 12-month low of $53.60 and a 12-month high of $282.05. 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 results on Wednesday, February 11th. The company reported $1.36 earnings per share for the quarter, topping analysts’ consensus estimates of $1.29 by $0.07. The company had revenue of $2.88 billion during the quarter, compared to the consensus estimate of $2.89 billion. Vertiv had a return on equity of 49.55% and a net margin of 13.03%.The business’s quarterly revenue was up 22.7% on a year-over-year basis. During the same period last year, the business earned $0.99 EPS. 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 analysts anticipate that Vertiv Holdings Co. will post 3.59 earnings per share for the current fiscal year.

Vertiv Dividend Announcement

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

Trending Headlines about Vertiv

Here are the key news stories impacting Vertiv this week:

• Positive Sentiment: Barclays raised its price target to $300 and upgraded to “Overweight,” signaling meaningful upside versus recent levels and likely drawing buy-side interest. Barclays Raises Price Target
• Positive Sentiment: Vertiv announced and is being highlighted for a US$50M Ohio expansion to boost production of liquid‑cooling and chilled‑water systems for high‑density and AI data centers — a direct capacity play into the fastest‑growing part of the data‑center market. This supports revenue/margin upside if AI demand continues. Is Vertiv Quietly Redefining Its Data Center Edge?
• Positive Sentiment: Product expansion: Vertiv added a wall‑mount cooling system for edge and small data rooms in EMEA, broadening its thermal portfolio and addressing edge deployment demand — a niche that can drive recurring sales and attach rates. Vertiv Expands Thermal Portfolio
• Neutral Sentiment: Analyst/coverage commentary and market pieces (Zacks et al.) point to strong YTD performance, heavy order flow and an earnings‑beat history — factors that support momentum but may already be priced in. Vertiv Soars 55% YTD
• Negative Sentiment: Not all Wall Street is uniformly bullish: Jefferies cut Vertiv from Buy to Hold and trimmed its target to $260, flagging concerns that expectations may be elevated — this adds some near‑term selling pressure and acts as a counterweight to upgrades. Vertiv Downgraded

Analyst Upgrades and Downgrades

Several equities analysts have recently issued reports on the company. Roth Mkm reiterated a “buy” rating and set a $275.00 price target on shares of Vertiv in a research report on Thursday, February 12th. Evercore reissued an “outperform” rating and issued a $280.00 price target on shares of Vertiv in a report on Wednesday, February 11th. Oppenheimer restated an “outperform” rating and set a $270.00 price objective on shares of Vertiv in a research report on Thursday, February 12th. Morgan Stanley reaffirmed an “overweight” rating and issued a $285.00 price objective on shares of Vertiv in a research note on Friday, February 13th. Finally, Barclays increased their target price on shares of Vertiv from $281.00 to $300.00 and gave the company an “overweight” rating in a research note on Wednesday. One analyst has rated the stock with a Strong Buy rating, twenty have issued a Buy rating, three have issued a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average target price of $237.45.

Insiders Place Their Bets

In other Vertiv news, Chairman David M. Cote sold 40,000 shares of the stock in a transaction on Thursday, February 26th. The shares were sold at an average price of $255.29, for a total value of $10,211,600.00. Following the completion of the sale, the chairman directly owned 22,258 shares of the company’s stock, valued at $5,682,244.82. This represents a 64.25% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, Director Roger Fradin sold 101,667 shares of the stock in a transaction dated Thursday, February 26th. The shares were 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 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. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 489,761 shares of company stock worth $123,356,815 in the last ninety days. 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.