Ameriprise Financial Inc. Sells 264,666 Shares of Vertiv Holdings Co. $VRT

Ameriprise Financial Inc. trimmed its position in shares of Vertiv Holdings Co. (NYSE:VRT) by 9.4% during the third quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 2,546,448 shares of the company’s stock after selling 264,666 shares during the period. Ameriprise Financial Inc. owned approximately 0.67% of Vertiv worth $384,296,000 at the end of the most recent quarter.

Other hedge funds have also recently bought and sold shares of the company. Financial Management Professionals Inc. raised 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 valued at $25,000 after purchasing an additional 156 shares in the last quarter. Promus Capital LLC bought a new position in shares of Vertiv in the 2nd quarter valued at $26,000. Pacer Advisors Inc. raised its holdings in shares of 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 in the last quarter. True Wealth Design LLC raised its holdings in shares of Vertiv by 54.0% during the 3rd quarter. True Wealth Design LLC now owns 194 shares of the company’s stock worth $29,000 after buying an additional 68 shares in the last quarter. Finally, Quent Capital LLC bought a new stake in shares of Vertiv during the 3rd quarter worth $30,000. 89.92% of the stock is owned by institutional investors.

Key Vertiv News

Here are the key news stories impacting Vertiv this week:

• Positive Sentiment: Vertiv announced it will provide converged physical‑infrastructure models for NVIDIA’s Vera Rubin DSX AI factory reference design, accelerating deployment and reducing integration risk for large AI sites — a direct commercial tie to scalable AI workloads that can drive demand for Vertiv’s power and cooling solutions. Vertiv Brings Converged Physical Infrastructure to NVIDIA Vera Rubin DSX AI Factories
• Positive Sentiment: Vertiv formed a BYOP&C alliance with Generate Capital and expanded its PowerBar Track busway to support higher power densities — moves that address grid constraints and speed AI data center deployments in North America, improving addressable market and near‑term sales opportunities. Vertiv Targets AI Data Center Growth With BYOP&C Alliance And Busway Expansion
• Positive Sentiment: Vertiv added senior leadership in Auckland, NZ, strengthening its local commercial footprint in APAC — a modest but tangible sign of geographic expansion into markets that support long‑term growth. Vertiv Bolsters NZ Leadership With Key Auckland Hires
• Neutral Sentiment: Market coverage notes VRT outperformed the broader market in recent trading (shares up and above recent averages), reflecting elevated investor interest and higher volume — useful context but not a new company development. Vertiv Holdings Co. (VRT) Outperforms Broader Market: What You Need to Know
• Neutral Sentiment: Profiles and investor commentary highlighting Vertiv’s growth story and AI exposure are circulating — supportive for sentiment but not necessarily material on their own. Why this investor loves Vertiv Holdings
• Neutral Sentiment: Media pieces discussing TV/commentator noise (the “Cramer curse” angle) may add short‑term volatility or headline trading but are not company fundamentals. The ‘Cramer curse’? Here’s what’s happening with Vertiv stock today
• Negative Sentiment: Seeking Alpha downgraded VRT to “Hold” after a ~211% rally, arguing shares are near fair value despite strong execution; that view could limit further upside and encourage some investors to take profits. Vertiv: An Upcoming S&P 500 Member, Shares Near Fair Value (Downgrade)

Vertiv Price Performance

Vertiv stock opened at $264.81 on Tuesday. The stock has a 50-day moving average price of $215.02 and a two-hundred day moving average price of $181.89. Vertiv Holdings Co. has a 12 month low of $53.60 and a 12 month high of $276.78. The company has a market capitalization of $101.31 billion, a PE ratio of 77.66, a P/E/G ratio of 1.31 and a beta of 2.02. The company has a current ratio of 1.55, a quick ratio of 1.22 and a debt-to-equity ratio of 0.73.

Vertiv (NYSE:VRT) last released its quarterly earnings results on Wednesday, February 11th. The company reported $1.36 earnings per share for the quarter, topping the consensus estimate 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 quarterly revenue was up 22.7% compared to the same quarter last year. During the same period in the previous year, the business posted $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. Analysts expect that Vertiv Holdings Co. will post 3.59 EPS for the current year.

Vertiv Announces Dividend

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

Analyst Upgrades and Downgrades

Several analysts recently weighed in on VRT shares. Mizuho raised their price objective on Vertiv from $198.00 to $290.00 and gave the company an “outperform” rating in a research note on Thursday, February 12th. Evercore reissued an “outperform” rating and set a $280.00 target price on shares of Vertiv in a research note on Wednesday, February 11th. Wall Street Zen cut shares of Vertiv from a “strong-buy” rating to a “buy” rating in a report on Saturday. Weiss Ratings upgraded shares of Vertiv from a “hold (c+)” rating to a “buy (b-)” rating in a research note on Friday, February 13th. Finally, Deutsche Bank Aktiengesellschaft reaffirmed a “buy” rating and set a $281.00 price target on shares of Vertiv in a report on Thursday, February 12th. One investment analyst has rated the stock with a Strong Buy rating, nineteen have assigned a Buy rating, two have assigned a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus price target of $230.28.

Insider Transactions at Vertiv

In other news, Director Edward L. Monser sold 77,294 shares of the firm’s stock in a transaction on Friday, March 6th. The shares were sold at an average price of $245.49, for a total transaction of $18,974,904.06. Following the completion of the transaction, the director owned 16,500 shares of the company’s stock, valued at approximately $4,050,585. This trade represents a 82.41% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, Director Roger Fradin sold 101,667 shares of the firm’s stock in a transaction on Thursday, February 26th. The stock was sold at an average price of $253.42, for a total value of $25,764,451.14. Following the transaction, the director directly owned 40,000 shares of the company’s stock, valued at approximately $10,136,800. This represents a 71.76% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last 90 days, insiders sold 489,761 shares of company stock worth $123,356,815. 5.01% of the stock is currently owned by insiders.

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.