Barrow Hanley Mewhinney & Strauss LLC Has $543.70 Million Stock Holdings in Vertiv Holdings Co. $VRT

Barrow Hanley Mewhinney & Strauss LLC lowered its stake in shares of Vertiv Holdings Co. (NYSE:VRT) by 36.9% during the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 3,603,977 shares of the company’s stock after selling 2,108,284 shares during the period. Vertiv makes up 1.7% of Barrow Hanley Mewhinney & Strauss LLC’s portfolio, making the stock its 17th biggest position. Barrow Hanley Mewhinney & Strauss LLC owned approximately 0.94% of Vertiv worth $543,696,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors also recently modified their holdings of the stock. Financial Management Professionals Inc. grew its position in shares of Vertiv by 1,560.0% in the 3rd quarter. Financial Management Professionals Inc. now owns 166 shares of the company’s stock valued at $25,000 after purchasing an additional 156 shares during the period. Pacer Advisors Inc. raised its holdings in Vertiv by 67.6% during the 3rd quarter. Pacer Advisors Inc. now owns 171 shares of the company’s stock worth $26,000 after buying an additional 69 shares during the period. True Wealth Design LLC lifted its stake in Vertiv by 54.0% in 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. Quent Capital LLC bought a new position in Vertiv in the third quarter valued at approximately $30,000. Finally, Promus Capital LLC acquired a new position in shares of Vertiv in the second quarter valued at approximately $26,000. 89.92% of the stock is currently owned by institutional investors and hedge funds.

Insider Activity at Vertiv

In other news, Director Jan Van Dokkum sold 38,647 shares of Vertiv stock in a transaction that occurred on Thursday, February 26th. The stock was sold at an average price of $254.87, for a total transaction of $9,849,960.89. Following the completion of the transaction, the director directly owned 25,000 shares in the company, valued at approximately $6,371,750. The trade was a 60.72% decrease in their position. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, Director Steven Reinemund sold 65,000 shares of the business’s stock in a transaction that occurred on Thursday, February 26th. The stock was sold at an average price of $253.95, for a total value of $16,506,750.00. Following the transaction, the director directly owned 68,333 shares in the company, valued at $17,353,165.35. The trade was a 48.75% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 489,761 shares of company stock worth $123,356,815 over the last ninety days. Company insiders own 5.01% of the company’s stock.

Analysts Set New Price Targets

A number of analysts have recently commented on VRT shares. Deutsche Bank Aktiengesellschaft restated a “buy” rating and issued a $281.00 price target on shares of Vertiv in a report on Thursday, February 12th. 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. TD Cowen restated a “buy” rating on shares of Vertiv in a research note on Thursday, February 12th. Royal Bank Of Canada upped their price target on Vertiv from $200.00 to $266.00 and gave the stock an “outperform” rating in a research report on Thursday, February 12th. Finally, Evercore reaffirmed an “outperform” rating and set a $280.00 price target on shares of Vertiv in a research note on Wednesday, February 11th. One investment 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 issued a Sell rating to the company’s stock. According to MarketBeat.com, the company has an average rating of “Moderate Buy” and an average target price of $230.28.

Key Stories Impacting Vertiv

Here are the key news stories impacting Vertiv this week:

• Positive Sentiment: S&P 500 inclusion creates predictable, large-scale buying from index funds and ETFs and has already driven a big volume spike and price breakout. This is the primary near‑term catalyst. Vertiv Stock: Why S&P 500 Inclusion Is A Game Changer
• Positive Sentiment: Fundamentals back the rally: Vertiv recently beat EPS estimates, reported revenue growth and maintained robust FY guidance; management cites a large order backlog driven by AI/data‑center demand, supporting revenue visibility. Vertiv Rises on S&P 500 Inclusion Announcement
• Positive Sentiment: Analyst attention and upgraded price targets have increased — several firms reaffirmed Buy/Outperform ratings and lifted targets ahead of the index move, which can sustain institutional interest beyond forced buying. These 2 AI Stocks Just Got a Massive S&P 500 Catalyst
• Neutral Sentiment: Short interest fell sharply in February (~33% decline), reducing short‑sell pressure and days‑to‑cover to ~1.1 — this removes some downside technical friction but also lowers short‑squeeze potential.
• Neutral Sentiment: Company declared a small quarterly dividend (modest yield ~0.1%, ex‑dividend March 17), which is unlikely to be a material driver for the stock.
• Negative Sentiment: Insider selling: a director sold a large block of shares (77,294) in early March, a notable reduction in that insider’s stake; while not uncommon around large liquidity events, it is a near‑term negative signal for some investors. SEC Filing – Insider Sale

Vertiv Stock Up 1.9%

VRT stock opened at $269.34 on Wednesday. The company has a market cap of $103.05 billion, a price-to-earnings ratio of 78.98, a P/E/G ratio of 1.33 and a beta of 2.02. Vertiv Holdings Co. has a twelve month low of $53.60 and a twelve month high of $274.85. The business has a 50 day moving average price of $207.36 and a two-hundred day moving average price of $178.08. 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 announced its quarterly earnings data on Wednesday, February 11th. The company reported $1.36 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.29 by $0.07. The company had revenue of $2.88 billion for the quarter, compared to analysts’ expectations of $2.89 billion. Vertiv had a return on equity of 49.55% and a net margin of 13.03%.The business’s revenue was up 22.7% compared to the same quarter last year. During the same quarter in the prior 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. Analysts anticipate that Vertiv Holdings Co. will post 3.59 EPS for the current fiscal year.

Vertiv Announces Dividend

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

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.