Dynamic Advisor Solutions LLC Decreases Holdings in Vertiv Holdings Co. $VRT

Dynamic Advisor Solutions LLC reduced its stake in Vertiv Holdings Co. (NYSE:VRT) by 20.0% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 7,533 shares of the company’s stock after selling 1,881 shares during the period. Dynamic Advisor Solutions LLC’s holdings in Vertiv were worth $1,220,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors also recently modified their holdings of the company. 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. Abundance Wealth Counselors raised its holdings in Vertiv by 313.7% in the third quarter. Abundance Wealth Counselors now owns 10,165 shares of the company’s stock valued at $1,533,000 after acquiring an additional 7,708 shares in the last quarter. Union Bancaire Privee UBP SA boosted its stake in Vertiv by 35.5% during the 3rd quarter. Union Bancaire Privee UBP SA now owns 272,608 shares of the company’s stock valued at $41,126,000 after acquiring an additional 71,361 shares during the last quarter. Plato Investment Management Ltd boosted its stake in Vertiv by 272.7% during the 3rd quarter. Plato Investment Management Ltd now owns 8,825 shares of the company’s stock valued at $1,321,000 after acquiring an additional 6,457 shares during the last quarter. Finally, KLP Kapitalforvaltning AS grew its holdings in Vertiv by 5.5% during the 3rd quarter. KLP Kapitalforvaltning AS now owns 143,100 shares of the company’s stock worth $21,588,000 after acquiring an additional 7,400 shares in the last quarter. Institutional investors and hedge funds own 89.92% of the company’s stock.

Key Headlines Impacting Vertiv

Here are the key news stories impacting Vertiv this week:

• Positive Sentiment: Inclusion in the S&P 500 is boosting demand for the stock as index funds and ETFs adjust holdings — a structural buyer that can support higher prices. As Vertiv Joins S&P 500
• Positive Sentiment: Vertiv agreed to acquire ThermoKey, expanding its heat-rejection and cooling portfolio for AI-ready data centers — a strategic tuck-in that strengthens product offering and addressable market in high-growth AI infrastructure. Vertiv to Acquire ThermoKey
• Positive Sentiment: Vertiv announced four new/expanded manufacturing facilities in the Americas to increase capacity for infrastructure, power and rack systems — this supports faster delivery and scale for AI/data-center demand. Manufacturing Capacity Expansion
• Positive Sentiment: HSBC initiated coverage with a Buy rating and $325 price target, providing fresh sell‑side validation and a ~18% upside reference point for investors. HSBC Initiates with Buy
• Neutral Sentiment: Multiple retail/coverage pieces (Zacks, Yahoo trending articles) highlight momentum and investor interest — these drive attention and flows but are less directly catalytic than index inclusion, M&A or capacity moves. Zacks Momentum Coverage
• Negative Sentiment: Short interest rose ~42.6% in March to ~8.9M shares (about 2.5% of float). While the short percentage is still modest, the jump increases potential volatility and the risk of short-term squeezes or amplified downside on negative news.

Wall Street Analyst Weigh In

Several research firms have recently weighed in on VRT. TD Cowen reissued a “buy” rating on shares of Vertiv in a research report on Thursday, February 12th. Evercore reiterated an “outperform” rating and issued a $280.00 price target on shares of Vertiv in a research note on Wednesday, February 11th. HSBC assumed coverage on Vertiv in a report on Wednesday. They issued a “buy” rating and a $325.00 price objective for the company. Oppenheimer restated an “outperform” rating and set a $270.00 price objective on shares of Vertiv in a research note on Thursday, February 12th. Finally, Citigroup increased their target price on Vertiv from $220.00 to $286.00 and gave the stock a “buy” rating in a report on Thursday, February 12th. One analyst has rated the stock with a Strong Buy rating, twenty have assigned a Buy rating, two have issued a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat.com, Vertiv currently has an average rating of “Moderate Buy” and a consensus target price of $235.26.

Vertiv Trading Up 1.9%

Vertiv stock opened at $276.03 on Thursday. Vertiv Holdings Co. has a 1 year low of $53.60 and a 1 year high of $282.05. The firm’s 50-day moving average is $228.56 and its 200-day moving average is $188.36. 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 company has a market cap of $105.61 billion, a P/E ratio of 80.95, a PEG ratio of 1.37 and a beta of 2.02.

Vertiv (NYSE:VRT) last announced 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 business had revenue of $2.88 billion during the quarter, compared to the consensus estimate of $2.89 billion. Vertiv had a net margin of 13.03% and a return on equity of 49.55%. The company’s revenue for the quarter was up 22.7% compared to the same quarter last year. During the same quarter in the prior year, the firm earned $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. On average, equities analysts expect that Vertiv Holdings Co. will post 3.59 earnings per share for the current year.

Vertiv Dividend Announcement

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

Insider Buying and Selling at Vertiv

In related news, Director Roger Fradin sold 101,666 shares of the firm’s stock in a transaction that occurred on Friday, February 27th. The stock was sold at an average price of $252.13, for a total value of $25,633,048.58. The sale was disclosed in a filing with the SEC, which is accessible through the SEC website. Also, Chairman David M. Cote sold 40,000 shares of the business’s stock in a transaction that occurred on Thursday, February 26th. The shares were sold at an average price of $255.29, for a total value of $10,211,600.00. Following the transaction, the chairman owned 22,258 shares of the company’s stock, valued at $5,682,244.82. This represents a 64.25% decrease in their position. 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 2.63% of the company’s stock.

About Vertiv

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.