Advisors Asset Management Inc. Purchases 2,255 Shares of Vertiv Holdings Co. $VRT

Advisors Asset Management Inc. lifted its position in shares of Vertiv Holdings Co. (NYSE:VRT) by 13.7% during the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 18,773 shares of the company’s stock after buying an additional 2,255 shares during the period. Advisors Asset Management Inc.’s holdings in Vertiv were worth $2,832,000 as of its most recent SEC filing.

Other institutional investors have also added to or reduced their stakes in the company. Abundance Wealth Counselors boosted its position in shares of Vertiv by 313.7% during the third quarter. Abundance Wealth Counselors now owns 10,165 shares of the company’s stock valued at $1,533,000 after buying an additional 7,708 shares during the last quarter. Union Bancaire Privee UBP SA raised its position in Vertiv by 35.5% in the third quarter. Union Bancaire Privee UBP SA now owns 272,608 shares of the company’s stock worth $41,126,000 after acquiring an additional 71,361 shares during the period. KLP Kapitalforvaltning AS lifted its position in Vertiv by 5.5% during the third quarter. KLP Kapitalforvaltning AS now owns 143,100 shares of the company’s stock valued at $21,588,000 after purchasing an additional 7,400 shares in the last quarter. Plato Investment Management Ltd increased its holdings in Vertiv by 272.7% in the 3rd quarter. Plato Investment Management Ltd now owns 8,825 shares of the company’s stock worth $1,321,000 after acquiring an additional 6,457 shares in the last quarter. Finally, Westpac Banking Corp raised its position in shares of Vertiv by 100.2% during the 2nd quarter. Westpac Banking Corp now owns 12,812 shares of the company’s stock valued at $1,645,000 after purchasing an additional 6,411 shares during the period. 89.92% of the stock is currently owned by hedge funds and other institutional investors.

Vertiv Stock Performance

Vertiv stock opened at $234.56 on Friday. The company has a debt-to-equity ratio of 0.83, a quick ratio of 1.43 and a current ratio of 1.83. The company has a market capitalization of $89.68 billion, a PE ratio of 68.79, a P/E/G ratio of 1.28 and a beta of 2.08. The company has a 50 day moving average price of $178.86 and a 200-day moving average price of $164.26. Vertiv Holdings Co. has a fifty-two week low of $53.60 and a fifty-two week high of $255.54.

Vertiv (NYSE:VRT) last released its quarterly earnings data on Wednesday, February 11th. The company reported $1.36 EPS for the quarter, topping the consensus estimate of $1.29 by $0.07. Vertiv had a return on equity of 52.91% and a net margin of 13.03%.The company had revenue of $2.88 billion for the quarter, compared to the consensus estimate of $2.89 billion. During the same period last year, the business posted $0.99 EPS. Vertiv’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. As a group, equities analysts forecast that Vertiv Holdings Co. will post 3.59 earnings per share for the current year.

Analysts Set New Price Targets

VRT has been the topic of a number of research analyst reports. Oppenheimer reissued an “outperform” rating and issued a $270.00 price target on shares of Vertiv in a report on Thursday. JPMorgan Chase & Co. decreased their price objective on Vertiv from $230.00 to $225.00 and set an “overweight” rating on the stock in a research report on Friday, January 16th. Deutsche Bank Aktiengesellschaft reiterated a “buy” rating and set a $281.00 price objective on shares of Vertiv in a research report on Thursday. KGI Securities upgraded shares of Vertiv from a “hold” rating to an “outperform” rating in a report on Thursday, October 23rd. Finally, Zacks Research upgraded shares of Vertiv from a “hold” rating to a “strong-buy” rating in a report on Friday, October 31st. One investment 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 given a Sell rating to the stock. According to MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus target price of $228.68.

More Vertiv News

Here are the key news stories impacting Vertiv this week:

• Positive Sentiment: Q4 beat, record backlog and upbeat guidance — Vertiv reported better-than-expected Q4 EPS, strong year-over-year sales growth and set a bullish Q1/FY26 outlook; management highlighted explosive AI-driven order momentum and a record backlog (~$15B), which underpin longer-term revenue visibility. Should You Buy, Sell, or Hold Vertiv Stock Post Q4 Earnings?
• Positive Sentiment: Initial market reaction was strongly bullish — the stock gapped up on the earnings beat and guidance, reflecting investor enthusiasm for Vertiv’s AI/data-center exposure before some gains were later pared. Vertiv Trading Up 24.7% on Earnings Beat
• Positive Sentiment: Analysts and price-target lifts — Mizuho raised its price target materially and several bullish notes/upgrade pieces argue Vertiv’s growth profile merits a premium, supporting further institutional interest. Vertiv price target raised at Mizuho
• Positive Sentiment: Institutional inflows and long-term growth narrative — coverage notes a strong multi-year inflow trend and the company’s positioning in AI infrastructure has made Vertiv an institutional favorite, contributing to the stock’s big run since 2023. See How Inflows Make Vertiv an Institutional Favorite
• Neutral Sentiment: Analyst write-ups on long-term growth merit — several outlets (Zacks, Seeking Alpha, Globe and Mail) outline why Vertiv is a high-growth pick over a multi-year horizon, pointing to secular data-center and AI capex tailwinds; these are context pieces rather than immediate share drivers. Why Vertiv is a Top Growth Stock for the Long-Term
• Neutral Sentiment: Earnings call & transcripts — detailed call transcripts and highlights outline backlog dynamics, supply-chain commentary and margin assumptions; useful for modeling but neutral until guidance is proven. Vertiv Q4 2025 Earnings Call Highlights
• Negative Sentiment: Valuation concerns and calls for a breather — some analysts and commentators say the stock’s rally has priced in too much near-term perfection for the AI cycle and recommend caution or a downgrade, which likely pressured the shares after the initial pop. Vertiv Soars On AI Boom, But Valuations Need A Breather
• Negative Sentiment: Short-term profit-taking despite fundamentals — multiple reports note that shares slipped intraday even after beats, indicating traders are locking gains and rotation is weighing on price in the near term. Vertiv Q4 Earnings Beat, Net Sales Up Y/Y, Shares Fall

Insider Activity at Vertiv

In other news, EVP Stephen Liang sold 5,501 shares of the business’s stock in a transaction dated Monday, November 24th. The shares were sold at an average price of $170.48, for a total value of $937,810.48. Following the completion of the sale, the executive vice president owned 4,050 shares in the company, valued at approximately $690,444. The trade was a 57.60% decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Corporate insiders own 2.63% of the company’s stock.

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.