Prevail Innovative Wealth Advisors LLC Decreases Stock Holdings in Vertiv Holdings Co. $VRT

Prevail Innovative Wealth Advisors LLC decreased its holdings in shares of Vertiv Holdings Co. (NYSE:VRT) by 28.2% during the fourth quarter, HoldingsChannel reports. The institutional investor owned 21,939 shares of the company’s stock after selling 8,620 shares during the period. Prevail Innovative Wealth Advisors LLC’s holdings in Vertiv were worth $3,554,000 at the end of the most recent reporting period.

Other hedge funds have also recently added to or reduced their stakes in the company. Kohmann Bosshard Financial Services LLC acquired a new position in Vertiv in the 4th quarter valued at $29,000. Park Place Capital Corp raised its stake in Vertiv by 624.0% in the 4th quarter. Park Place Capital Corp now owns 181 shares of the company’s stock valued at $29,000 after purchasing an additional 156 shares during the last quarter. Cullen Frost Bankers Inc. raised its stake in Vertiv by 98.9% in the 4th quarter. Cullen Frost Bankers Inc. now owns 187 shares of the company’s stock valued at $30,000 after purchasing an additional 93 shares during the last quarter. Measured Wealth Private Client Group LLC acquired a new position in Vertiv in the 3rd quarter valued at $30,000. Finally, Foster Dykema Cabot & Partners LLC acquired a new position in Vertiv in the 3rd quarter valued at $31,000. 89.92% of the stock is owned by institutional investors and hedge funds.

Trending Headlines about Vertiv

Here are the key news stories impacting Vertiv this week:

• Positive Sentiment: Vertiv remains a favored AI infrastructure name as multiple articles highlighted its role in powering and cooling next-generation data centers, which supports the long-term growth story for VRT. How Vertiv (VRT) Is Expanding Its Role in AI Data Center Power and Cooling
• Positive Sentiment: Commentary from Jim Cramer pointed to Vertiv’s strong run, reinforcing momentum interest in the stock and keeping attention on its AI-cooling exposure. Jim Cramer Highlights Vertiv’s Huge Run
• Positive Sentiment: Several pieces labeled Vertiv a top momentum stock and a long-term beneficiary of the AI infrastructure boom, suggesting continued institutional and retail enthusiasm for the name. Why Vertiv Holdings Co. (VRT) is a top momentum stock for the long term
• Positive Sentiment: Analyst-style commentary emphasized that AI infrastructure spending is accelerating and that Vertiv is positioned to benefit from the need for power, cooling, and modular data center solutions. Checking in On Red Hot AI Infrastructure Stocks
• Neutral Sentiment: Vertiv hosted an investor conference, which can help management reinforce the company’s AI and data center strategy, but no new financial guidance was provided in the headline announcement. Vertiv Hosts Investor Conference
• Neutral Sentiment: Some coverage focused on an underweight position in Vertiv hurting a fund’s performance, underscoring how crowded the AI trade has become rather than signaling a specific new catalyst for VRT. Underweight in Vertiv Holdings Co (VRT) Hurt Fidelity Growth Strategies Fund’s Performance in Q1

Vertiv Stock Down 2.2%

Shares of VRT opened at $315.44 on Thursday. Vertiv Holdings Co. has a 52-week low of $101.00 and a 52-week high of $379.93. The company has a market capitalization of $121.16 billion, a PE ratio of 79.26, a price-to-earnings-growth ratio of 1.38 and a beta of 2.09. The stock has a fifty day simple moving average of $298.08 and a two-hundred day simple moving average of $228.35. The company has a quick ratio of 1.15, a current ratio of 1.49 and a debt-to-equity ratio of 0.69.

Vertiv (NYSE:VRT) last issued its earnings results on Wednesday, April 22nd. The company reported $1.17 earnings per share (EPS) for the quarter, topping 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 during the quarter, compared to the consensus estimate of $2.63 billion. During the same period last year, the company earned $0.64 EPS. The company’s revenue for the quarter 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. As a group, equities analysts forecast that Vertiv Holdings Co. will post 6.42 EPS for the current year.

Vertiv Dividend Announcement

The business also recently announced a quarterly dividend, which was paid on Thursday, March 26th. Shareholders of record on Tuesday, March 17th were paid a $0.0625 dividend. 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 dividend payout ratio (DPR) is 6.28%.

Analysts Set New Price Targets

Several research analysts recently commented on VRT shares. Zacks Research downgraded Vertiv from a “strong-buy” rating to a “hold” rating in a research note on Monday, April 13th. Citigroup increased their price objective on Vertiv from $353.00 to $414.00 and gave the company a “buy” rating in a research note on Thursday, May 7th. HSBC started coverage on Vertiv in a research note on Wednesday, March 25th. They issued a “buy” rating and a $325.00 price objective for the company. Oppenheimer reissued an “outperform” rating and issued a $330.00 price objective on shares of Vertiv in a research note on Thursday, April 23rd. Finally, Bank of America increased their price objective on Vertiv from $370.00 to $440.00 and gave the company a “buy” rating in a research note on Friday, May 15th. Twenty-two equities research analysts have rated the stock with a Buy rating, four have assigned a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat.com, Vertiv currently has an average rating of “Moderate Buy” and a consensus price target of $316.27.

Insiders Place Their Bets

In related 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 completion of the sale, the director directly owned 16,500 shares of the company’s stock, valued at approximately $4,050,585. This trade represents a 82.41% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, EVP Anders Karlborg sold 30,487 shares of the firm’s stock in a transaction dated 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 sale, the executive vice president directly owned 34,746 shares of the company’s stock, valued at $8,579,482.32. The trade was a 46.74% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last ninety days, insiders sold 489,761 shares of company stock worth $123,356,815. 1.10% of the stock is currently owned by company insiders.

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.