Balboa Wealth Partners Sells 2,234 Shares of Vertiv Holdings Co. $VRT

Balboa Wealth Partners cut its stake in shares of Vertiv Holdings Co. (NYSE:VRT) by 7.2% in the 3rd quarter, Holdings Channel reports. The institutional investor owned 28,748 shares of the company’s stock after selling 2,234 shares during the quarter. Vertiv accounts for about 0.7% of Balboa Wealth Partners’ portfolio, making the stock its 26th largest position. Balboa Wealth Partners’ holdings in Vertiv were worth $4,337,000 as of its most recent filing with the SEC.

Other hedge funds and other institutional investors have also bought and sold shares of the company. Financial Management Professionals Inc. increased its holdings in shares of 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 acquiring an additional 156 shares in the last quarter. Promus Capital LLC bought a new position in Vertiv in the 2nd quarter valued at $26,000. Pacer Advisors Inc. increased its stake in Vertiv by 67.6% in the 3rd quarter. Pacer Advisors Inc. now owns 171 shares of the company’s stock worth $26,000 after acquiring an additional 69 shares during the last quarter. Avion Wealth raised its position in shares of Vertiv by 99.1% during the 2nd quarter. Avion Wealth now owns 213 shares of the company’s stock valued at $27,000 after buying an additional 106 shares in the last quarter. Finally, True Wealth Design LLC boosted its position in Vertiv by 54.0% during 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 during the period. Institutional investors and hedge funds own 89.92% of the company’s stock.

Vertiv Trading Down 0.8%

Shares of VRT stock opened at $234.56 on Friday. The company has a debt-to-equity ratio of 0.83, a quick ratio of 1.43 and a current ratio of 1.83. The stock has a fifty day simple moving average of $178.86 and a two-hundred day simple moving average of $164.12. The firm has a market capitalization of $89.68 billion, a PE ratio of 68.79, a PEG ratio of 1.29 and a beta of 2.08. Vertiv Holdings Co. has a 52-week low of $53.60 and a 52-week high of $255.54.

Vertiv (NYSE:VRT) last posted its earnings results on Wednesday, February 11th. The company reported $1.36 earnings per share for the quarter, beating the consensus estimate of $1.29 by $0.07. Vertiv had a net margin of 13.03% and a return on equity of 52.91%. The company had revenue of $2.88 billion during the quarter, compared to analysts’ expectations of $2.89 billion. During the same period last year, the company posted $0.99 earnings per share. Vertiv’s quarterly revenue was up 22.7% on a year-over-year basis. 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, analysts predict that Vertiv Holdings Co. will post 3.59 EPS for the current fiscal year.

Wall Street Analyst Weigh In

VRT has been the topic of a number of research analyst reports. TD Cowen reissued a “buy” rating on shares of Vertiv in a research report on Thursday. Weiss Ratings cut Vertiv from a “buy (b-)” rating to a “hold (c+)” rating in a research note on Thursday, January 29th. UBS Group increased their price target on shares of Vertiv from $173.00 to $201.00 and gave the company a “buy” rating in a report on Thursday, October 23rd. Royal Bank Of Canada lifted their price objective on Vertiv from $200.00 to $266.00 and gave the stock an “outperform” rating in a report on Thursday. Finally, JPMorgan Chase & Co. decreased their target price on shares of Vertiv from $230.00 to $225.00 and set an “overweight” rating for the company in a research note on Friday, January 16th. One research analyst has rated the stock with a Strong Buy rating, nineteen have issued a Buy rating, three have assigned a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat, the company currently has an average rating of “Moderate Buy” and an average price target of $228.68.

Key Vertiv News

Here are the key news stories impacting Vertiv this week:

• Positive Sentiment: Q4 beat, record backlog and upbeat guidance — Vertiv reported better-than-expected Q4 EPS, strong year-over-year sales growth and set a bullish Q1/FY26 outlook; management highlighted explosive AI-driven order momentum and a record backlog (~$15B), which underpin longer-term revenue visibility. Should You Buy, Sell, or Hold Vertiv Stock Post Q4 Earnings?
• Positive Sentiment: Initial market reaction was strongly bullish — the stock gapped up on the earnings beat and guidance, reflecting investor enthusiasm for Vertiv’s AI/data-center exposure before some gains were later pared. Vertiv Trading Up 24.7% on Earnings Beat
• Positive Sentiment: Analysts and price-target lifts — Mizuho raised its price target materially and several bullish notes/upgrade pieces argue Vertiv’s growth profile merits a premium, supporting further institutional interest. Vertiv price target raised at Mizuho
• Positive Sentiment: Institutional inflows and long-term growth narrative — coverage notes a strong multi-year inflow trend and the company’s positioning in AI infrastructure has made Vertiv an institutional favorite, contributing to the stock’s big run since 2023. See How Inflows Make Vertiv an Institutional Favorite
• Neutral Sentiment: Analyst write-ups on long-term growth merit — several outlets (Zacks, Seeking Alpha, Globe and Mail) outline why Vertiv is a high-growth pick over a multi-year horizon, pointing to secular data-center and AI capex tailwinds; these are context pieces rather than immediate share drivers. Why Vertiv is a Top Growth Stock for the Long-Term
• Neutral Sentiment: Earnings call & transcripts — detailed call transcripts and highlights outline backlog dynamics, supply-chain commentary and margin assumptions; useful for modeling but neutral until guidance is proven. Vertiv Q4 2025 Earnings Call Highlights
• Negative Sentiment: Valuation concerns and calls for a breather — some analysts and commentators say the stock’s rally has priced in too much near-term perfection for the AI cycle and recommend caution or a downgrade, which likely pressured the shares after the initial pop. Vertiv Soars On AI Boom, But Valuations Need A Breather
• Negative Sentiment: Short-term profit-taking despite fundamentals — multiple reports note that shares slipped intraday even after beats, indicating traders are locking gains and rotation is weighing on price in the near term. Vertiv Q4 Earnings Beat, Net Sales Up Y/Y, Shares Fall

Insiders Place Their Bets

In related news, EVP Stephen Liang sold 5,501 shares of the business’s stock in a transaction on Monday, November 24th. The stock was sold at an average price of $170.48, for a total transaction of $937,810.48. Following the completion of the transaction, the executive vice president owned 4,050 shares in the company, valued at $690,444. The trade was a 57.60% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. 2.63% of the stock is owned by company insiders.

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.