FFG Partners LLC Purchases New Holdings in Vertiv Holdings Co. $VRT

FFG Partners LLC purchased a new stake in Vertiv Holdings Co. (NYSE:VRT) in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor purchased 30,750 shares of the company’s stock, valued at approximately $4,982,000. Vertiv comprises 1.4% of FFG Partners LLC’s investment portfolio, making the stock its 22nd largest position.

A number of other institutional investors and hedge funds have also recently bought and sold shares of the business. Financial Management Professionals Inc. raised its stake in Vertiv by 1,560.0% during the third quarter. Financial Management Professionals Inc. now owns 166 shares of the company’s stock valued at $25,000 after buying an additional 156 shares in the last quarter. Pacer Advisors Inc. raised its stake in Vertiv by 67.6% during the third quarter. Pacer Advisors Inc. now owns 171 shares of the company’s stock valued at $26,000 after buying an additional 69 shares in the last quarter. Park Place Capital Corp raised its stake in Vertiv by 624.0% during the fourth 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. True Wealth Design LLC raised its stake in Vertiv by 54.0% during the third quarter. True Wealth Design LLC now owns 194 shares of the company’s stock valued at $29,000 after buying an additional 68 shares in the last quarter. Finally, Quent Capital LLC acquired a new stake in Vertiv during the third quarter valued at approximately $30,000. Hedge funds and other institutional investors own 89.92% of the company’s stock.

Wall Street Analysts Forecast Growth

Several analysts have issued reports on the company. Morgan Stanley restated an “overweight” rating and set a $285.00 price objective on shares of Vertiv in a research note on Friday, February 13th. TD Cowen reiterated a “buy” rating on shares of Vertiv in a research report on Thursday, February 12th. Deutsche Bank Aktiengesellschaft reiterated a “buy” rating and set a $281.00 price target on shares of Vertiv in a research report on Thursday, February 12th. Mizuho increased 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. Finally, The Goldman Sachs Group increased their price target on Vertiv from $204.00 to $277.00 and gave the stock a “buy” rating in a research report on Thursday, February 12th. One research analyst has rated the stock with a Strong Buy rating, twenty have given 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, the company presently has an average rating of “Moderate Buy” and an average target price of $237.45.

Vertiv Stock Performance

Shares of NYSE VRT opened at $294.72 on Monday. The stock has a fifty day moving average price of $247.82 and a two-hundred day moving average price of $199.30. The company has a debt-to-equity ratio of 0.73, a quick ratio of 1.22 and a current ratio of 1.55. The firm has a market cap of $112.76 billion, a P/E ratio of 86.43, a PEG ratio of 1.49 and a beta of 2.04. Vertiv Holdings Co. has a 1 year low of $65.68 and a 1 year high of $297.56.

Vertiv (NYSE:VRT) last issued its quarterly earnings results on Wednesday, February 11th. The company reported $1.36 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.29 by $0.07. The firm had revenue of $2.88 billion during the quarter, compared to analyst estimates of $2.89 billion. Vertiv had a return on equity of 49.55% and a net margin of 13.03%.The firm’s quarterly revenue was up 22.7% on a year-over-year basis. During the same period last year, the company posted $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. Research analysts forecast that Vertiv Holdings Co. will post 3.59 EPS for the current fiscal year.

Vertiv Announces Dividend

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

More Vertiv News

Here are the key news stories impacting Vertiv this week:

• Positive Sentiment: Clear evidence of strong data‑center construction demand supporting Vertiv’s order flow and revenue outlook; cited by ClearBridge as a driver of recent gains. Vertiv Holdings Co (VRT) Surged Due to Robust Demand from Data Center Construction
• Positive Sentiment: Analyst thesis that hyperscaler (large cloud) capex tailwinds make Vertiv a direct beneficiary of ongoing data‑center and AI infrastructure spending, supporting higher revenue growth expectations. Vertiv: The Hyperscaler Spending Trade
• Positive Sentiment: Coverage highlighting Vertiv’s roughly $15 billion backlog bolsters revenue visibility and is used to argue the rally is supported by fundamentals rather than pure momentum. Think It’s Too Late to Buy Vertiv? Here’s Why the $15 Billion Backlog Says Otherwise
• Positive Sentiment: Comparisons versus peers (e.g., Teradyne) emphasize Vertiv’s AI‑infrastructure wins, NVIDIA partnership mentions, and accelerating AI-related orders — supportive of a premium multiple. Vertiv vs. Teradyne: Which AI Infrastructure Stock Is the Better Buy?
• Neutral Sentiment: Market commentary notes Vertiv has reached a 52‑week high and examines whether the run can continue — useful for investors assessing momentum vs. valuation risk. Vertiv Holdings Co. (VRT) Hit a 52 Week High, Can the Run Continue?
• Neutral Sentiment: Multiple outlets are flagging the stock’s massive one‑year gain and asking valuation questions — this informs caution but doesn’t directly change fundamentals. Is It Too Late To Consider Vertiv (VRT) After Its 325% One Year Surge?
• Neutral Sentiment: Company marketing/engagement activity (AI Innovation Roadshow virtual event for Africa) increases visibility in key regions but is mainly promotional. Vertiv AI Innovation Roadshow returns to Africa as virtual event
• Negative Sentiment: Short interest jumped ~47% in March to ~13.1M shares (≈3.5% of the float). While the days‑to‑cover is low (~1.0), the increase signals that a meaningful subset of investors is betting on a pullback or rotation away from the stock. (No link available for the short‑interest data.)

Insider Activity

In other Vertiv news, Director Steven Reinemund sold 65,000 shares of the stock in a transaction on Thursday, February 26th. The stock was sold at an average price of $253.95, for a total transaction of $16,506,750.00. Following the completion of the transaction, the director directly owned 68,333 shares of the company’s stock, valued at approximately $17,353,165.35. This trade represents a 48.75% decrease in their position. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, Director Edward L. Monser sold 77,294 shares of the firm’s stock in a transaction on Friday, March 6th. The stock was sold at an average price of $245.49, for a total value of $18,974,904.06. Following the sale, the director directly owned 16,500 shares of the company’s stock, valued at approximately $4,050,585. This represents a 82.41% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold a total of 489,761 shares of company stock worth $123,356,815 in the last quarter. 5.01% of the stock is currently owned by corporate insiders.

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.