Vertiv Holdings Co. $VRT Shares Purchased by Bokf Na

Bokf Na increased its holdings in shares of Vertiv Holdings Co. (NYSE:VRT) by 44.7% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 44,235 shares of the company’s stock after purchasing an additional 13,661 shares during the period. Bokf Na’s holdings in Vertiv were worth $6,673,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in the business. Financial Management Professionals Inc. grew its position in Vertiv by 1,560.0% during the 3rd quarter. Financial Management Professionals Inc. now owns 166 shares of the company’s stock worth $25,000 after purchasing an additional 156 shares during the period. Promus Capital LLC purchased a new position in shares of Vertiv during the 2nd quarter valued at about $26,000. Pacer Advisors Inc. lifted its holdings in shares of Vertiv by 67.6% in the 3rd quarter. Pacer Advisors Inc. now owns 171 shares of the company’s stock valued at $26,000 after buying an additional 69 shares during the period. True Wealth Design LLC boosted its stake in shares of Vertiv by 54.0% in the third quarter. True Wealth Design LLC now owns 194 shares of the company’s stock worth $29,000 after buying an additional 68 shares during the last quarter. Finally, Quent Capital LLC acquired a new stake in Vertiv during the third quarter worth about $30,000. 89.92% of the stock is currently owned by institutional investors and hedge funds.

Wall Street Analyst Weigh In

Several research analysts recently weighed in on the company. Wolfe Research cut Vertiv from an “outperform” rating to a “peer perform” rating in a research report on Tuesday, December 9th. Oppenheimer restated an “outperform” rating and issued a $270.00 price objective on shares of Vertiv in a research report on Thursday, February 12th. Weiss Ratings raised shares of Vertiv from a “hold (c+)” rating to a “buy (b-)” rating in a research note on Friday, February 13th. Barclays lifted their target price on shares of Vertiv from $200.00 to $281.00 and gave the company an “overweight” rating in a report on Thursday, February 12th. Finally, Morgan Stanley reissued an “overweight” rating and set a $285.00 price target on shares of Vertiv in a report on Friday, February 13th. One research analyst has rated the stock with a Strong Buy rating, nineteen have given a Buy rating, two have assigned a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average target price of $230.28.

Trending Headlines about Vertiv

Here are the key news stories impacting Vertiv this week:

• Positive Sentiment: Vertiv launched the OneCore digital‑twin platform aimed at accelerating high‑density AI data center builds — a product move that directly targets the fast‑growing AI infrastructure market and supports revenue leverage over coming years. Vertiv (VRT) Debuts OneCore Digital Twin Platform for AI Data Centers
• Positive Sentiment: High‑profile bullish coverage (including Jim Cramer) and positive features highlight Vertiv as a top AI/data‑center play, which tends to attract momentum and retail/trading flows. Jim Cramer on Vertiv Holdings: “What a Stock, What a Company”
• Positive Sentiment: Analyst and media coverage emphasizes Vertiv’s outperformance versus peers on execution and AI tailwinds — articles argue the company is outpacing competitors, supporting a longer‑term growth narrative. Why Vertiv Is Outpacing Every Competitor
• Positive Sentiment: Multiple analyst‑focused pieces (Zacks, Yahoo synthesis) highlight recent rally among AI‑infrastructure names and flag Vertiv as carrying favorable momentum/rankings, implying further upside potential if AI capex continues. The Zacks Analyst Blog Vertiv, HubSpot, Dell, Keysight and Cognex
• Positive Sentiment: MarketBeat included Vertiv among megatrend beneficiaries (AI, cloud, clean energy), reinforcing the structural demand story for data‑center infrastructure over the next decade. Megatrends Still Matter: 3 Growth Stocks for the Next 10 Years (VRT)
• Neutral Sentiment: Coverage assessing valuation and consensus ratings notes a consensus around a “moderate buy” and elevated multiples (reflecting growth expectations). This keeps the stock vulnerable to changes in execution or interest‑rate sentiment. Vertiv Holdings Co. (NYSE:VRT) Receives Average Rating of “Moderate Buy” from Analysts
• Negative Sentiment: A company director sold about $18.97 million of VRT stock — a large insider sale that likely triggered near‑term selling/lock‑in by other holders and contributed to downward pressure on the share price today. Vertiv (NYSE:VRT) Director Sells $18,974,904.06 in Stock

Insider Activity at Vertiv

In other Vertiv news, Chairman David M. Cote sold 40,000 shares of the stock in a transaction on Thursday, February 26th. The shares were sold at an average price of $255.29, for a total transaction of $10,211,600.00. Following the transaction, the chairman directly owned 22,258 shares of the company’s stock, valued at $5,682,244.82. This trade represents a 64.25% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, Director Edward L. Monser sold 77,294 shares of Vertiv stock in a transaction dated 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 sale, the director owned 16,500 shares in the company, valued at approximately $4,050,585. This trade represents a 82.41% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 489,761 shares of company stock valued at $123,356,815 in the last three months. Company insiders own 2.63% of the company’s stock.

Vertiv Stock Performance

Shares of VRT stock opened at $265.33 on Friday. 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 Holdings Co. has a 12-month low of $53.60 and a 12-month high of $276.78. The business’s 50 day moving average is $211.54 and its two-hundred day moving average is $179.31. The company has a market capitalization of $101.52 billion, a P/E ratio of 77.81, a P/E/G ratio of 1.35 and a beta of 2.02.

Vertiv (NYSE:VRT) last posted its quarterly earnings data on Wednesday, February 11th. The company reported $1.36 EPS for the quarter, beating analysts’ consensus estimates of $1.29 by $0.07. Vertiv had a return on equity of 49.55% and a net margin of 13.03%.The business had revenue of $2.88 billion during the quarter, compared to analysts’ expectations of $2.89 billion. During the same period in the previous year, the business earned $0.99 earnings per share. The business’s revenue was up 22.7% compared to the same quarter last year. 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 fiscal year.

Vertiv Dividend Announcement

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

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.