Traynor Capital Management Inc. Acquires 22,811 Shares of Vertiv Holdings Co. $VRT

Traynor Capital Management Inc. raised its holdings in Vertiv Holdings Co. (NYSE:VRT) by 40.4% in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 79,309 shares of the company’s stock after purchasing an additional 22,811 shares during the period. Vertiv accounts for about 0.7% of Traynor Capital Management Inc.’s holdings, making the stock its 25th biggest position. Traynor Capital Management Inc.’s holdings in Vertiv were worth $12,849,000 at the end of the most recent quarter.

A number of other institutional investors also recently modified their holdings of VRT. Vanguard Group Inc. boosted its holdings in Vertiv by 2.2% in the 3rd quarter. Vanguard Group Inc. now owns 38,833,036 shares of the company’s stock worth $5,858,352,000 after buying an additional 826,281 shares during the period. State Street Corp raised its holdings in Vertiv by 2.3% during the 3rd quarter. State Street Corp now owns 8,459,323 shares of the company’s stock valued at $1,276,173,000 after acquiring an additional 189,484 shares during the period. Invesco Ltd. raised its holdings in Vertiv by 20.9% during the 2nd quarter. Invesco Ltd. now owns 5,931,488 shares of the company’s stock valued at $761,662,000 after acquiring an additional 1,024,634 shares during the period. Norges Bank purchased a new stake in shares of Vertiv during the second quarter worth $538,132,000. Finally, Winslow Capital Management LLC purchased a new stake in shares of Vertiv during the second quarter worth $459,284,000. 89.92% of the stock is currently owned by hedge funds and other institutional investors.

Key Stories 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.

Analyst Upgrades and Downgrades

Several brokerages have recently weighed in on VRT. Wolfe Research cut Vertiv from an “outperform” rating to a “peer perform” rating in a research report on Tuesday, December 9th. The Goldman Sachs Group boosted their price objective on Vertiv from $204.00 to $277.00 and gave the company a “buy” rating in a research note on Thursday, February 12th. JPMorgan Chase & Co. dropped their price objective on Vertiv from $230.00 to $225.00 and set an “overweight” rating on the stock in a report on Friday, January 16th. Morgan Stanley restated an “overweight” rating and issued a $285.00 target price on shares of Vertiv in a research note on Friday, February 13th. Finally, TD Cowen reaffirmed a “buy” rating on shares of Vertiv in a report on Thursday, February 12th. One research analyst has rated the stock with a Strong Buy rating, twenty have assigned a Buy rating, two have given a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat.com, Vertiv currently has an average rating of “Moderate Buy” and a consensus price target of $235.26.

Insider Transactions at Vertiv

In other news, EVP Anders Karlborg sold 30,487 shares of Vertiv stock in a transaction dated Thursday, February 26th. The stock was sold at an average price of $246.92, for a total transaction of $7,527,850.04. Following the completion of the sale, the executive vice president owned 34,746 shares in the company, valued at approximately $8,579,482.32. This trade represents a 46.74% decrease in their position. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, Chairman David M. Cote sold 40,000 shares of the business’s stock in a transaction dated Thursday, February 26th. The stock was sold at an average price of $255.29, for a total value 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. The trade was a 64.25% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last quarter, insiders have sold 489,761 shares of company stock worth $123,356,815. 2.63% of the stock is owned by insiders.

Vertiv Stock Up 1.9%

VRT opened at $276.03 on Thursday. The firm has a market capitalization of $105.61 billion, a P/E ratio of 80.95, a price-to-earnings-growth ratio of 1.37 and a beta of 2.02. Vertiv Holdings Co. has a one year low of $53.60 and a one year high of $282.05. The company has a fifty day moving average price of $228.56 and a 200-day moving average price of $188.36. 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 (NYSE:VRT) last issued its quarterly earnings data on Wednesday, February 11th. The company reported $1.36 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.29 by $0.07. The company had revenue of $2.88 billion for the quarter, compared to the consensus estimate of $2.89 billion. Vertiv had a return on equity of 49.55% and a net margin of 13.03%.The firm’s revenue was up 22.7% compared to the same quarter last year. During the same quarter last 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. Equities research analysts expect that Vertiv Holdings Co. will post 3.59 earnings per share for the current fiscal year.

Vertiv Dividend Announcement

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 issued a $0.0625 dividend. 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 (DPR) is presently 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.