Balboa Wealth Partners Sells 6,353 Shares of Vertiv Holdings Co. $VRT

Balboa Wealth Partners reduced its position in Vertiv Holdings Co. (NYSE:VRT) by 22.1% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 22,395 shares of the company’s stock after selling 6,353 shares during the quarter. Vertiv accounts for approximately 0.6% of Balboa Wealth Partners’ investment portfolio, making the stock its 29th largest holding. Balboa Wealth Partners’ holdings in Vertiv were worth $3,628,000 at the end of the most recent quarter.

Other hedge funds also recently added to or reduced their stakes in the company. Vanguard Group Inc. boosted its stake in shares of Vertiv by 2.2% during the third quarter. Vanguard Group Inc. now owns 38,833,036 shares of the company’s stock valued at $5,858,352,000 after purchasing an additional 826,281 shares in the last quarter. State Street Corp increased its holdings in Vertiv by 2.3% during the third quarter. State Street Corp now owns 8,459,323 shares of the company’s stock valued at $1,276,173,000 after buying an additional 189,484 shares during the period. Invesco Ltd. raised its stake in Vertiv by 20.9% in the second quarter. Invesco Ltd. now owns 5,931,488 shares of the company’s stock worth $761,662,000 after buying an additional 1,024,634 shares in the last quarter. Winslow Capital Management LLC purchased a new stake in Vertiv during the second quarter worth $459,284,000. Finally, American Century Companies Inc. lifted its holdings in Vertiv by 16.7% during the third quarter. American Century Companies Inc. now owns 3,431,760 shares of the company’s stock worth $517,715,000 after buying an additional 491,349 shares during the period. 89.92% of the stock is owned by hedge funds and other institutional investors.

Trending Headlines about Vertiv

Here are the key news stories impacting Vertiv this week:

• Positive Sentiment: Vertiv announced ~ $50 million to expand manufacturing in Ironton, Ohio, and enlarge its global HQ in Westerville — a move that increases capacity for cooling and other critical digital‑infrastructure products and strengthens its edge/data‑center supply footprint. Read More.
• Positive Sentiment: Barclays raised its price target to $300 and kept an “overweight” rating, signaling analyst confidence and implying meaningful upside versus recent levels. This can support investor sentiment and buying interest. Read More.
• Positive Sentiment: Analyst writeups (Zacks) highlight AI‑driven demand, rising orders, capacity expansion and strategic partnerships as reasons Vertiv has surged year‑to‑date and could continue to outpace estimates. These thematic tailwinds support revenue and margin outlooks. Read More.
• Positive Sentiment: Zacks also flags Vertiv’s history of earnings beats and the firm’s mix of orders, margins and guidance as reasons it could beat estimates again — which would be a direct catalyst for the share price. Read More.
• Neutral Sentiment: Several comparative pieces (Fujitsu vs Vertiv) are recycling valuation and competitive context; useful for longer‑term investors but not immediate catalysts. These comparisons may influence relative‑value flows. Read More.
• Neutral Sentiment: Sector/peer writeups (TaskUs vs Vertiv) provide context on business models and multiples but do not present near‑term company‑specific catalysts. Read More.
• Neutral Sentiment: Jefferies issued a “Hold” on VRT — a reminder there are differing views among analysts; this tempers the enthusiasm from upgrades but is not a negative operational signal. Read More.

Analyst Ratings Changes

A number of brokerages have recently issued reports on VRT. The Goldman Sachs Group lifted their price target on Vertiv from $204.00 to $277.00 and gave the company a “buy” rating in a report on Thursday, February 12th. HSBC assumed coverage on Vertiv in a research note on Wednesday, March 25th. They set a “buy” rating and a $325.00 price objective for the company. Citigroup lifted 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. Morgan Stanley reiterated an “overweight” rating and issued a $285.00 target price on shares of Vertiv in a report on Friday, February 13th. Finally, TD Cowen reissued a “buy” rating on shares of Vertiv in a research report on Thursday, February 12th. One equities research analyst has rated the stock with a Strong Buy rating, twenty have assigned a Buy rating, three have issued a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat.com, Vertiv presently has an average rating of “Moderate Buy” and an average price target of $237.45.

Vertiv Trading Up 0.7%

NYSE VRT opened at $261.22 on Friday. Vertiv Holdings Co. has a 12-month low of $53.60 and a 12-month high of $282.05. The company has a fifty day simple moving average of $237.47 and a two-hundred day simple moving average of $192.99. 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 stock has a market cap of $99.94 billion, a P/E ratio of 76.60, a P/E/G ratio of 1.31 and a beta of 2.04.

Vertiv (NYSE:VRT) last announced its quarterly earnings data on Wednesday, February 11th. The company reported $1.36 earnings per share for the quarter, beating analysts’ consensus estimates 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 business’s quarterly revenue was up 22.7% compared to the same quarter last year. During the same period in the previous year, the company earned $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, analysts forecast that Vertiv Holdings Co. will post 3.59 earnings per share for the current year.

Vertiv Dividend Announcement

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

Insider Transactions at Vertiv

In related news, Director Jan Van Dokkum sold 38,647 shares of the company’s stock in a transaction that occurred on Thursday, February 26th. The stock was 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. This represents a 60.72% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, Director Roger Fradin sold 101,667 shares of the stock in a transaction that occurred on 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 transaction, the director owned 40,000 shares in the company, valued at approximately $10,136,800. This trade represents a 71.76% decrease in their position. The SEC filing for this sale provides additional information. Over the last 90 days, insiders sold 489,761 shares of company stock valued at $123,356,815. 2.63% of the stock is owned by company 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.