Blair William & Co. IL Has $11.74 Million Holdings in Vertiv Holdings Co. $VRT

Blair William & Co. IL increased its position in shares of Vertiv Holdings Co. (NYSE:VRT) by 79.8% during the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 77,787 shares of the company’s stock after acquiring an additional 34,528 shares during the quarter. Blair William & Co. IL’s holdings in Vertiv were worth $11,735,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also recently added to or reduced their stakes in the company. Financial Management Professionals Inc. boosted its position in Vertiv by 1,560.0% during the 3rd quarter. Financial Management Professionals Inc. now owns 166 shares of the company’s stock worth $25,000 after acquiring an additional 156 shares during the period. Promus Capital LLC purchased a new position in Vertiv during the second quarter valued at approximately $26,000. Pacer Advisors Inc. increased its stake in Vertiv by 67.6% in the 3rd quarter. Pacer Advisors Inc. now owns 171 shares of the company’s stock valued at $26,000 after buying an additional 69 shares during the period. True Wealth Design LLC increased its stake in Vertiv by 54.0% in the 3rd quarter. True Wealth Design LLC now owns 194 shares of the company’s stock valued at $29,000 after buying an additional 68 shares during the period. Finally, Quent Capital LLC purchased a new stake in Vertiv in the 3rd quarter worth approximately $30,000. Institutional investors and hedge funds own 89.92% of the company’s stock.

Vertiv News Summary

Here are the key news stories impacting Vertiv this week:

• Positive Sentiment: S&P 500 inclusion will create mechanical, index-driven demand (forced buying by ETFs and index funds) and has already helped push the stock to multi‑week/52‑week highs. This is the primary near‑term driver supporting the stock. Vertiv Stock Jumps 8% After S&P 500 Inclusion
• Positive Sentiment: Underlying fundamentals back the technical rally: recent quarterly results beat EPS estimates, management has raised FY guidance, and the business is benefiting from strong AI/data‑center demand (large order backlog for power/cooling equipment), which supports continued revenue visibility. Vertiv Rises on S&P 500 Inclusion Announcement
• Neutral Sentiment: Company announced a small quarterly dividend (annualized yield ~0.1%; ex‑dividend March 17). This is modest income support but not a major valuation driver.
• Neutral Sentiment: Positive analyst/media coverage and inclusion on “AI/megatrend” lists are increasing visibility among long‑term investors, which can help sustain interest beyond the technical index effect. 4 Top Stocks Long-Term Investors Should Buy in March
• Negative Sentiment: Insider selling: Director Edward L. Monser sold 77,294 shares (large block) in early March, reducing his holding by ~82%. While insider sales can be seen as a red flag, the S&P inclusion and institutional inflows are likely to dwarf this as a near‑term market force. SEC Filing – Insider Sale

Insider Activity

In other Vertiv news, Chairman David M. Cote sold 40,000 shares of the firm’s stock in a transaction that occurred on Thursday, February 26th. The stock was sold at an average price of $255.29, for a total value of $10,211,600.00. Following the sale, the chairman owned 22,258 shares of the company’s stock, valued at $5,682,244.82. This trade represents a 64.25% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available through this link. Also, Director Edward L. Monser sold 77,294 shares of Vertiv stock in a transaction that occurred 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 completion of the transaction, the director directly owned 16,500 shares in the company, valued at approximately $4,050,585. This represents a 82.41% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold 489,761 shares of company stock worth $123,356,815 over the last 90 days. Company insiders own 5.01% of the company’s stock.

Vertiv Stock Up 9.6%

VRT opened at $264.87 on Tuesday. Vertiv Holdings Co. has a twelve month low of $53.60 and a twelve month high of $266.67. 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 business has a 50 day moving average price of $205.25 and a 200 day moving average price of $177.07. The firm has a market cap of $101.34 billion, a P/E ratio of 77.68, a price-to-earnings-growth ratio of 1.22 and a beta of 2.02.

Vertiv (NYSE:VRT) last issued its quarterly earnings data 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 business had revenue of $2.88 billion during the quarter, compared to analysts’ expectations of $2.89 billion. Vertiv had a net margin of 13.03% and a return on equity of 49.55%. Vertiv’s revenue for the quarter was up 22.7% on a year-over-year basis. 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. Research analysts forecast that Vertiv Holdings Co. will post 3.59 EPS for the current year.

Vertiv Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, March 26th. Investors of record on Tuesday, March 17th will be given a dividend of $0.0625 per share. This represents a $0.25 annualized dividend and a dividend yield of 0.1%. The ex-dividend date of this dividend is Tuesday, March 17th. Vertiv’s payout ratio is currently 7.33%.

Analyst Upgrades and Downgrades

A number of equities analysts have recently weighed in on the stock. Oppenheimer reaffirmed an “outperform” rating and issued a $270.00 price target on shares of Vertiv in a research note on Thursday, February 12th. Evercore restated an “outperform” rating and issued a $280.00 target price on shares of Vertiv in a research note on Wednesday, February 11th. JPMorgan Chase & Co. dropped their target price 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 reaffirmed a “buy” rating and set a $281.00 price objective on shares of Vertiv in a research report on Thursday, February 12th. Finally, Morgan Stanley reissued an “overweight” rating and issued a $285.00 target price on shares of Vertiv in a research report on Friday, February 13th. One research analyst has rated the stock with a Strong Buy rating, nineteen have issued a Buy rating, two have issued a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average price target of $230.28.

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.