Stonehage Fleming Financial Services Holdings Ltd Buys Shares of 3,780 Vertiv Holdings Co. $VRT

Stonehage Fleming Financial Services Holdings Ltd purchased a new stake in Vertiv Holdings Co. (NYSE:VRT) during the fourth quarter, according to its most recent filing with the SEC. The firm purchased 3,780 shares of the company’s stock, valued at approximately $612,000.

Several other large investors have also recently made changes to their positions in VRT. Norges Bank bought a new stake in Vertiv during the second quarter valued at about $538,132,000. Winslow Capital Management LLC purchased a new position in Vertiv in the second quarter valued at about $459,284,000. Schroder Investment Management Group raised its holdings in Vertiv by 148.0% in the third quarter. Schroder Investment Management Group now owns 1,828,750 shares of the company’s stock worth $275,885,000 after purchasing an additional 1,091,210 shares in the last quarter. Invesco Ltd. lifted its position in shares of Vertiv by 20.9% during the second quarter. Invesco Ltd. now owns 5,931,488 shares of the company’s stock valued at $761,662,000 after buying an additional 1,024,634 shares during the last quarter. Finally, Federated Hermes Inc. lifted its position in shares of Vertiv by 934.8% during the third quarter. Federated Hermes Inc. now owns 1,098,150 shares of the company’s stock valued at $165,667,000 after buying an additional 992,031 shares during the last quarter. 89.92% of the stock is owned by institutional investors.

Vertiv News Roundup

Here are the key news stories impacting Vertiv this week:

• Positive Sentiment: HSBC started coverage with a Buy and $325 price target, signaling institutional conviction and a ~28% upside vs. recent levels; this can attract momentum and institutional flows. HSBC initiates Vertiv stock with buy rating on AI data center growth
• Positive Sentiment: Vertiv announced plans to acquire ThermoKey (heat‑rejection tech) and expand manufacturing in the Americas to meet surging AI data center demand — a direct revenue/backlog growth driver and margin/scale play. Why Vertiv (VRT) Stock Is Up Today
• Positive Sentiment: Vertiv was added to the S&P 500 in the latest rebalancing — a structural positive that typically increases ETF/index fund demand and liquidity. S&P 500 Rebalancing: 3 Key AI Stocks Earn Their Spot in the Index (VRT)
• Positive Sentiment: Analyst commentary from Zacks highlights accelerating AI‑driven data center demand, growing orders/backlog and capacity expansion — reinforcing the growth thesis for Vertiv’s products and services. VRT Rides on Accelerating Data Center Growth: A Sign for More Upside?
• Positive Sentiment: Zacks also included VRT in a roundup of top AI/data‑center plays, calling it a buy idea alongside peers — useful for retail investor interest. Time to Buy These Top AI Data Center Stocks: CRDO, VRT
• Neutral Sentiment: Recent market‑beat/writeups noted a modest intraday rally (+1.95% close recently), reflecting how quickly sentiment has shifted day‑to‑day around newsflow and index inclusion. Why Vertiv Holdings Co. (VRT) Outpaced the Stock Market Today
• Negative Sentiment: Despite the positive catalysts, the stock is down today — likely driven by short‑term profit taking after recent gains, high valuation (P/E ~74) and a high beta (~2.0) which magnify volatility; these are near‑term risks for investors. Vertiv Trading/Quote Page

Analyst Ratings Changes

VRT has been the topic of a number of analyst reports. The Goldman Sachs Group lifted their price objective on shares of Vertiv from $204.00 to $277.00 and gave the stock a “buy” rating in a research report on Thursday, February 12th. TD Cowen reissued a “buy” rating on shares of Vertiv in a research report on Thursday, February 12th. Deutsche Bank Aktiengesellschaft reaffirmed a “buy” rating and issued a $281.00 price target on shares of Vertiv in a report on Thursday, February 12th. Roth Mkm reaffirmed a “buy” rating and set a $275.00 price target on shares of Vertiv in a research report on Thursday, February 12th. Finally, Mizuho increased their price objective on Vertiv from $198.00 to $290.00 and gave the company an “outperform” rating in a report on Thursday, February 12th. One equities 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 data from MarketBeat, Vertiv has an average rating of “Moderate Buy” and a consensus price target of $235.26.

Insider Transactions at Vertiv

In related news, Director Edward L. Monser sold 77,294 shares of the firm’s stock in a transaction on Friday, March 6th. The stock was sold at an average price of $245.49, for a total value of $18,974,904.06. Following the completion of the transaction, the director owned 16,500 shares in the company, valued at $4,050,585. This trade represents a 82.41% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available at this link. Also, Chairman David M. Cote sold 40,000 shares of Vertiv 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 sale, the chairman directly owned 22,258 shares of the company’s stock, valued at approximately $5,682,244.82. This represents a 64.25% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold 489,761 shares of company stock worth $123,356,815 over the last 90 days. Insiders own 2.63% of the company’s stock.

Vertiv Stock Performance

Shares of Vertiv stock opened at $252.67 on Friday. The company has a 50 day moving average price of $230.16 and a 200 day moving average price of $188.81. The firm has a market capitalization of $96.67 billion, a P/E ratio of 74.10, a PEG ratio of 1.39 and a beta of 2.02. The company has a quick ratio of 1.22, a current ratio of 1.55 and a debt-to-equity ratio of 0.73. Vertiv Holdings Co. has a 52 week low of $53.60 and a 52 week high of $282.05.

Vertiv (NYSE:VRT) last released its earnings results on Wednesday, February 11th. The company reported $1.36 earnings per share for the quarter, topping the consensus estimate of $1.29 by $0.07. Vertiv had a net margin of 13.03% and a return on equity of 49.55%. The company had revenue of $2.88 billion for the quarter, compared to the consensus estimate of $2.89 billion. During the same quarter in the previous year, the firm earned $0.99 EPS. Vertiv’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. Sell-side analysts expect that Vertiv Holdings Co. will post 3.59 EPS for the current year.

Vertiv Dividend Announcement

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

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.