Diversify Advisory Services LLC Purchases 5,663 Shares of Vertiv Holdings Co. $VRT

Diversify Advisory Services LLC boosted its position in Vertiv Holdings Co. (NYSE:VRT) by 126.9% during the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 10,126 shares of the company’s stock after purchasing an additional 5,663 shares during the period. Diversify Advisory Services LLC’s holdings in Vertiv were worth $1,528,000 as of its most recent SEC filing.

Other large investors have also recently made changes to their positions in the company. Financial Management Professionals Inc. grew its position in Vertiv by 1,560.0% during the third quarter. Financial Management Professionals Inc. now owns 166 shares of the company’s stock worth $25,000 after buying an additional 156 shares in the last quarter. Promus Capital LLC bought a new position in shares of Vertiv during the second quarter valued at about $26,000. Pacer Advisors Inc. raised its holdings in shares of 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 acquiring an additional 69 shares in the last quarter. True Wealth Design LLC raised its position in shares of Vertiv by 54.0% in the 3rd quarter. True Wealth Design LLC now owns 194 shares of the company’s stock worth $29,000 after acquiring an additional 68 shares in the last quarter. Finally, Quent Capital LLC bought a new position in shares of Vertiv in the 3rd quarter worth about $30,000. 89.92% of the stock is owned by institutional investors.

Vertiv Trading Up 1.9%

NYSE VRT opened at $269.34 on Wednesday. The company has a debt-to-equity ratio of 0.73, a current ratio of 1.55 and a quick ratio of 1.22. Vertiv Holdings Co. has a 1 year low of $53.60 and a 1 year high of $274.85. The company has a fifty day moving average of $207.36 and a 200 day moving average of $178.08. The company has a market capitalization of $103.05 billion, a PE ratio of 78.98, a P/E/G ratio of 1.33 and a beta of 2.02.

Vertiv (NYSE:VRT) last released its quarterly earnings data on Wednesday, February 11th. The company reported $1.36 earnings per share for the quarter, beating analysts’ consensus estimates of $1.29 by $0.07. The company 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%. The firm’s revenue for the quarter was up 22.7% on a year-over-year basis. During the same quarter 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 earnings per share 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 paid a dividend of $0.0625 per share. This represents a $0.25 annualized dividend and a yield of 0.1%. The ex-dividend date of this dividend is Tuesday, March 17th. Vertiv’s dividend payout ratio is currently 7.33%.

Insider Buying and Selling

In other Vertiv news, EVP Anders Karlborg sold 30,487 shares of the firm’s stock in a transaction that occurred on Thursday, February 26th. The shares were sold at an average price of $246.92, for a total value of $7,527,850.04. Following the transaction, the executive vice president directly owned 34,746 shares of the company’s stock, valued at $8,579,482.32. This trade represents a 46.74% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, Director Jan Van Dokkum sold 38,647 shares of the company’s stock in a transaction that occurred on Thursday, February 26th. The shares were sold at an average price of $254.87, for a total value of $9,849,960.89. Following the completion of the sale, the director owned 25,000 shares of the company’s stock, valued at $6,371,750. This trade represents a 60.72% 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 in the last 90 days. Corporate insiders own 5.01% of the company’s stock.

Trending Headlines about 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

Analysts Set New Price Targets

Several equities research analysts recently commented on the company. JPMorgan Chase & Co. dropped 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 restated a “buy” rating and set a $281.00 target price on shares of Vertiv in a research report on Thursday, February 12th. Wolfe Research lowered Vertiv from an “outperform” rating to a “peer perform” rating in a research report on Tuesday, December 9th. Evercore reaffirmed an “outperform” rating and set a $280.00 target price on shares of Vertiv in a research note on Wednesday, February 11th. Finally, Barclays boosted their price objective on shares of Vertiv from $200.00 to $281.00 and gave the company an “overweight” rating in a research report on Thursday, February 12th. One research analyst has rated the stock with a Strong Buy rating, nineteen have assigned a Buy rating, two have issued a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average target price 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.