Compagnie Lombard Odier SCmA Cuts Stake in Vertiv Holdings Co. $VRT

Compagnie Lombard Odier SCmA lessened its stake in Vertiv Holdings Co. (NYSE:VRT) by 72.0% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 1,350 shares of the company’s stock after selling 3,480 shares during the quarter. Compagnie Lombard Odier SCmA’s holdings in Vertiv were worth $219,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other hedge funds also recently bought and sold shares of the company. Howard Capital Management Inc. grew 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 valued at $277,000 after purchasing an additional 54 shares during the last quarter. Investors Asset Management of Georgia Inc. GA ADV raised its holdings 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 worth $456,000 after buying an additional 55 shares during the last quarter. Ancora Advisors LLC raised its holdings in Vertiv by 0.4% in the third quarter. Ancora Advisors LLC now owns 15,923 shares of the company’s stock worth $2,402,000 after buying an additional 64 shares during the last quarter. JBR Co Financial Management Inc lifted its stake in shares of Vertiv by 0.8% in the third quarter. JBR Co Financial Management Inc now owns 7,825 shares of the company’s stock worth $1,180,000 after buying an additional 65 shares in the last quarter. Finally, Brown Brothers Harriman & Co. grew its holdings 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 buying an additional 65 shares during 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: 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.

Vertiv Stock Up 0.7%

VRT opened at $261.22 on Friday. The stock has a market capitalization of $99.94 billion, a price-to-earnings ratio of 76.60, a PEG ratio of 1.31 and a beta of 2.04. The firm has a 50 day moving average price of $237.47 and a 200-day moving average price of $192.99. Vertiv Holdings Co. has a twelve month low of $53.60 and a twelve 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 issued its 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. Vertiv had a net margin of 13.03% and a return on equity of 49.55%. The company had revenue of $2.88 billion for the quarter, compared to analysts’ expectations of $2.89 billion. During the same quarter last year, the company posted $0.99 earnings per share. The firm’s quarterly revenue was up 22.7% on a year-over-year basis. Vertiv has set its Q1 2026 guidance at 0.950-1.010 EPS and its FY 2026 guidance at 5.970-6.070 EPS. Equities research analysts forecast that Vertiv Holdings Co. will post 3.59 earnings per share for the current year.

Vertiv Dividend Announcement

The company also recently declared a quarterly dividend, which was paid on Thursday, March 26th. Stockholders of record on Tuesday, March 17th were 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 was Tuesday, March 17th. Vertiv’s dividend payout ratio (DPR) is 7.33%.

Wall Street Analysts Forecast Growth

VRT has been the subject of several analyst reports. Oppenheimer reissued an “outperform” rating and set a $270.00 price target on shares of Vertiv in a research report on Thursday, February 12th. Wolfe Research downgraded Vertiv from an “outperform” rating to a “peer perform” rating in a research note on Tuesday, December 9th. Weiss Ratings raised Vertiv from a “hold (c+)” rating to a “buy (b-)” rating in a report on Friday, February 13th. Morgan Stanley restated an “overweight” rating and issued a $285.00 price target on shares of Vertiv in a research note on Friday, February 13th. Finally, JPMorgan Chase & Co. lowered their price target on Vertiv from $230.00 to $225.00 and set an “overweight” rating on the stock in a report on Friday, January 16th. One investment 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 company’s stock. According to data from MarketBeat.com, Vertiv currently has an average rating of “Moderate Buy” and an average target price of $237.45.

Insider Buying and Selling

In other Vertiv news, Director Roger Fradin sold 101,666 shares of the firm’s stock in a transaction dated Friday, February 27th. The stock was sold at an average price of $252.13, for a total value of $25,633,048.58. The sale was disclosed in a legal filing with the SEC, which is available through this hyperlink. Also, Director Jan Van Dokkum sold 38,647 shares of the business’s 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 owned 25,000 shares of the company’s stock, valued at approximately $6,371,750. This represents a 60.72% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold a total of 489,761 shares of company stock valued at $123,356,815 over 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.