Blue Whale Capital LLP Acquires 183,078 Shares of Vertiv Holdings Co. $VRT

Blue Whale Capital LLP lifted its holdings in shares of Vertiv Holdings Co. (NYSE:VRT) by 36.0% in the third quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 692,019 shares of the company’s stock after buying an additional 183,078 shares during the period. Vertiv comprises about 5.8% of Blue Whale Capital LLP’s portfolio, making the stock its 5th biggest holding. Blue Whale Capital LLP owned about 0.18% of Vertiv worth $104,398,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also modified their holdings of VRT. Monolith Management Ltd acquired a new position in Vertiv during the third quarter worth about $849,000. Mackenzie Financial Corp boosted its stake in shares of Vertiv by 18.5% in the 3rd quarter. Mackenzie Financial Corp now owns 59,522 shares of the company’s stock valued at $8,979,000 after purchasing an additional 9,291 shares in the last quarter. Franklin Resources Inc. grew its holdings in shares of Vertiv by 6.1% during the 3rd quarter. Franklin Resources Inc. now owns 1,122,130 shares of the company’s stock valued at $169,285,000 after purchasing an additional 64,755 shares during the last quarter. Quadrant Capital Group LLC bought a new stake in shares of Vertiv during the 3rd quarter valued at approximately $154,000. Finally, Ceredex Value Advisors LLC increased its position in Vertiv by 87.7% during the 3rd quarter. Ceredex Value Advisors LLC now owns 476,277 shares of the company’s stock worth $71,851,000 after purchasing an additional 222,527 shares in the last quarter. 89.92% of the stock is currently owned by institutional investors.

Vertiv News Roundup

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 Trading Up 1.9%

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 fifty-two week low of $53.60 and a fifty-two week high of $274.85. The company’s 50 day moving average price is $207.36 and its two-hundred day moving average price is $178.08. The firm has a market capitalization of $103.05 billion, a price-to-earnings ratio of 78.98, a PEG ratio of 1.33 and a beta of 2.02.

Vertiv (NYSE:VRT) last released its quarterly earnings results on Wednesday, February 11th. The company reported $1.36 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.29 by $0.07. The firm 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% on a year-over-year basis. During the same quarter last year, the firm 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. As a group, research analysts predict that Vertiv Holdings Co. will post 3.59 earnings per share for the current year.

Vertiv Announces Dividend

The business 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 dividend on an annualized basis and a dividend yield of 0.1%. The ex-dividend date is Tuesday, March 17th. Vertiv’s payout ratio is 7.33%.

Insider Buying and Selling

In other news, Director Jan Van Dokkum sold 38,647 shares of the stock in a transaction dated Thursday, February 26th. The stock was 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 approximately $6,371,750. This represents a 60.72% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is accessible through the SEC website. Also, EVP Anders Karlborg sold 30,487 shares of Vertiv stock in a transaction that occurred on Thursday, February 26th. The stock was sold at an average price of $246.92, for a total value of $7,527,850.04. Following the completion of the transaction, the executive vice president directly owned 34,746 shares in the company, valued at approximately $8,579,482.32. This represents a 46.74% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last quarter, insiders have sold 489,761 shares of company stock valued at $123,356,815. Corporate insiders own 5.01% of the company’s stock.

Wall Street Analyst Weigh In

VRT has been the topic of a number of research analyst reports. Royal Bank Of Canada raised their target price on shares of Vertiv from $200.00 to $266.00 and gave the company an “outperform” rating in a research report on Thursday, February 12th. Mizuho upped their price target on shares of Vertiv from $198.00 to $290.00 and gave the stock an “outperform” rating in a report on Thursday, February 12th. TD Cowen reiterated a “buy” rating on shares of Vertiv in a research note on Thursday, February 12th. Weiss Ratings raised Vertiv from a “hold (c+)” rating to a “buy (b-)” rating in a report on Friday, February 13th. Finally, The Goldman Sachs Group boosted their price objective on Vertiv from $204.00 to $277.00 and gave the stock a “buy” rating in a research report on Thursday, February 12th. One investment analyst has rated the stock with a Strong Buy rating, nineteen have issued a Buy rating, two have issued a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus price target of $230.28.

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.