B. Metzler seel. Sohn & Co. AG Decreases Stake in Vertiv Holdings Co. $VRT

B. Metzler seel. Sohn & Co. AG cut its holdings in shares of Vertiv Holdings Co. (NYSE:VRT) by 12.0% in the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 14,990 shares of the company’s stock after selling 2,049 shares during the period. B. Metzler seel. Sohn & Co. AG’s holdings in Vertiv were worth $2,261,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also modified their holdings of VRT. Regal Partners Ltd acquired a new stake in Vertiv during the 3rd quarter valued at approximately $377,000. Vinva Investment Management Ltd raised its position in shares of Vertiv by 16.4% in the 3rd quarter. Vinva Investment Management Ltd now owns 91,624 shares of the company’s stock valued at $13,181,000 after purchasing an additional 12,909 shares in the last quarter. Parallel Advisors LLC boosted its stake in shares of Vertiv by 14.2% during the 3rd quarter. Parallel Advisors LLC now owns 4,742 shares of the company’s stock valued at $715,000 after buying an additional 590 shares during the last quarter. CreativeOne Wealth LLC grew its position in shares of Vertiv by 187.8% during the third quarter. CreativeOne Wealth LLC now owns 10,646 shares of the company’s stock worth $1,606,000 after buying an additional 6,947 shares in the last quarter. Finally, Korea Investment CORP grew its position in shares of Vertiv by 22.5% during the third quarter. Korea Investment CORP now owns 718,954 shares of the company’s stock worth $108,461,000 after buying an additional 132,152 shares in the last quarter. 89.92% of the stock is owned by hedge funds and other institutional investors.

Vertiv Stock Up 9.6%

Shares of NYSE:VRT opened at $264.87 on Tuesday. The company’s fifty day moving average is $205.25 and its two-hundred day moving average is $177.07. The company has a debt-to-equity ratio of 0.73, a quick ratio of 1.22 and a current ratio of 1.55. Vertiv Holdings Co. has a 1-year low of $53.60 and a 1-year high of $266.67. The stock has a market capitalization of $101.34 billion, a price-to-earnings ratio of 77.68, a price-to-earnings-growth ratio of 1.22 and a beta of 2.02.

Vertiv (NYSE:VRT) last posted its quarterly earnings results on Wednesday, February 11th. The company reported $1.36 EPS for the quarter, beating the consensus estimate of $1.29 by $0.07. The business had revenue of $2.88 billion during 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 company’s quarterly revenue was up 22.7% on a year-over-year basis. During the same period in the previous year, the business 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. Equities analysts anticipate that Vertiv Holdings Co. will post 3.59 EPS for the current year.

Vertiv Announces Dividend

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

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

Wall Street Analysts Forecast Growth

VRT has been the topic of several recent analyst reports. Oppenheimer reaffirmed an “outperform” rating and issued a $270.00 price target on shares of Vertiv in a report on Thursday, February 12th. Weiss Ratings raised shares of Vertiv from a “hold (c+)” rating to a “buy (b-)” rating in a report on Friday, February 13th. The Goldman Sachs Group upped their target price on shares of Vertiv from $204.00 to $277.00 and gave the company a “buy” rating in a research note on Thursday, February 12th. Roth Mkm reaffirmed a “buy” rating and set a $275.00 price target on shares of Vertiv in a research report on Thursday, February 12th. Finally, Barclays lifted their price target on Vertiv from $200.00 to $281.00 and gave the stock an “overweight” rating in a research note on Thursday, February 12th. One analyst has rated the stock with a Strong Buy rating, nineteen have given a Buy rating, two have issued a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $230.28.

Insider Buying and Selling at Vertiv

In other Vertiv news, Chairman David M. Cote sold 40,000 shares of the stock in a transaction 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 directly owned 22,258 shares of the company’s stock, valued at $5,682,244.82. This trade represents a 64.25% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. Also, Director Roger Fradin sold 101,666 shares of the business’s stock in a transaction on Friday, February 27th. The shares were sold at an average price of $252.13, for a total transaction of $25,633,048.58. The SEC filing for this sale provides additional information. In the last three months, insiders sold 489,761 shares of company stock worth $123,356,815. Corporate insiders own 5.01% of the company’s stock.

Vertiv Company 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.