12,606 Shares in Vertiv Holdings Co. $VRT Bought by Donoghue Forlines LLC

Donoghue Forlines LLC purchased a new position in shares of Vertiv Holdings Co. (NYSE:VRT) in the fourth quarter, HoldingsChannel.com reports. The firm purchased 12,606 shares of the company’s stock, valued at approximately $2,042,000.

A number of other large investors have also recently bought and sold shares of VRT. CreativeOne Wealth LLC increased its position in Vertiv by 187.8% in the 3rd quarter. CreativeOne Wealth LLC now owns 10,646 shares of the company’s stock valued at $1,606,000 after buying an additional 6,947 shares in the last quarter. Plato Investment Management Ltd boosted its stake in shares of Vertiv by 272.7% in the 3rd quarter. Plato Investment Management Ltd now owns 8,825 shares of the company’s stock worth $1,321,000 after buying an additional 6,457 shares during the last quarter. KBC Group NV boosted its stake in shares of Vertiv by 191.1% in the 4th quarter. KBC Group NV now owns 206,102 shares of the company’s stock worth $33,391,000 after buying an additional 135,313 shares during the last quarter. iA Global Asset Management Inc. boosted its stake in shares of Vertiv by 131.3% in the 3rd quarter. iA Global Asset Management Inc. now owns 21,154 shares of the company’s stock worth $3,191,000 after buying an additional 12,007 shares during the last quarter. Finally, Impax Asset Management Group plc boosted its stake in shares of Vertiv by 94.4% in the 3rd quarter. Impax Asset Management Group plc now owns 918,200 shares of the company’s stock worth $138,520,000 after buying an additional 445,785 shares during the last quarter. 89.92% of the stock is currently owned by institutional investors and hedge funds.

More Vertiv News

Here are the key news stories impacting Vertiv this week:

• Positive Sentiment: Vertiv’s share price has been supported by blowout first-quarter results and multiple analyst price target increases, with investors citing surging AI-driven data center demand as a key growth driver. Why Vertiv (VRT) Stock Is Trading Up Today
• Positive Sentiment: The company expanded its AI cooling capabilities by acquiring Strategic Thermal Labs, which adds liquid-cooling and high-density thermal management expertise to Vertiv’s portfolio. Why Vertiv (VRT) Sits Inside the Grid-to-Chip Power Chain for AI Infrastructure
• Positive Sentiment: Vertiv was also named a key infrastructure partner for Hut 8’s Beacon Point AI campus project, further strengthening its exposure to large-scale AI buildouts. Vertiv News Ties AI Cooling Deals To Premium Valuation Debate
• Positive Sentiment: Wall Street commentary remains favorable, with analysts and market watchers continuing to describe Vertiv as a strong “picks-and-shovels” AI infrastructure play. Wall Street Analysts See Vertiv (VRT) as a Buy: Should You Invest?
• Neutral Sentiment: Jim Cramer said investors should “buy half and then wait for a decline,” a mixed view that acknowledges Vertiv’s strengths but suggests the stock may have already run up significantly. Jim Cramer on Vertiv: “You Buy Half and Then You Wait for a Decline”

Insider Buying and Selling at Vertiv

In other Vertiv news, Director Edward L. Monser sold 77,294 shares of the firm’s stock in a transaction dated Friday, March 6th. The stock was sold at an average price of $245.49, for a total transaction of $18,974,904.06. Following the sale, the director owned 16,500 shares in the company, valued at $4,050,585. This trade represents a 82.41% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, Chairman David M. Cote sold 40,000 shares of the firm’s stock in a transaction dated Thursday, February 26th. The shares were sold at an average price of $255.29, for a total value of $10,211,600.00. Following the sale, the chairman owned 22,258 shares in the company, 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 ninety days, insiders have sold 489,761 shares of company stock valued at $123,356,815. 1.10% of the stock is currently owned by company insiders.

Vertiv Stock Performance

Vertiv stock opened at $375.22 on Friday. Vertiv Holdings Co. has a fifty-two week low of $101.00 and a fifty-two week high of $379.94. The firm’s fifty day moving average price is $291.25 and its 200-day moving average price is $224.32. The stock has a market cap of $144.12 billion, a P/E ratio of 94.28, a price-to-earnings-growth ratio of 1.59 and a beta of 2.09. The company has a debt-to-equity ratio of 0.69, a quick ratio of 1.15 and a current ratio of 1.49.

Vertiv (NYSE:VRT) last released its earnings results on Wednesday, April 22nd. The company reported $1.17 EPS for the quarter, beating analysts’ consensus estimates of $1.00 by $0.17. Vertiv had a return on equity of 49.90% and a net margin of 14.37%.The business had revenue of $2.65 billion for the quarter, compared to analysts’ expectations of $2.63 billion. During the same quarter in the prior year, the firm earned $0.64 earnings per share. The firm’s revenue was up 30.1% on a year-over-year basis. Vertiv has set its Q2 2026 guidance at 1.370-1.430 EPS and its FY 2026 guidance at 6.300-6.400 EPS. On average, equities research analysts expect that Vertiv Holdings Co. will post 6.42 earnings per share for the current fiscal year.

Vertiv Announces Dividend

The company also recently declared a quarterly dividend, which was paid on Thursday, March 26th. Shareholders of record on Tuesday, March 17th were given a dividend of $0.0625 per share. The ex-dividend date was Tuesday, March 17th. This represents a $0.25 dividend on an annualized basis and a yield of 0.1%. Vertiv’s dividend payout ratio (DPR) is presently 6.28%.

Wall Street Analyst Weigh In

Several research firms recently commented on VRT. Barclays upped their price objective on Vertiv from $300.00 to $345.00 and gave the company an “overweight” rating in a research note on Thursday, April 23rd. Evercore reaffirmed an “outperform” rating and set a $425.00 price objective on shares of Vertiv in a research note on Tuesday. Jefferies Financial Group reissued a “hold” rating and set a $260.00 price objective (down from $280.00) on shares of Vertiv in a research note on Tuesday, March 31st. Deutsche Bank Aktiengesellschaft reissued a “buy” rating and set a $281.00 price objective on shares of Vertiv in a research note on Thursday, February 12th. Finally, Weiss Ratings lowered Vertiv from a “buy (b)” rating to a “buy (b-)” rating in a research note on Friday, April 24th. Twenty-two equities research analysts have rated the stock with a Buy rating, four have given a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat.com, Vertiv presently has a consensus rating of “Moderate Buy” and a consensus target price of $294.64.

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.