HighTower Advisors LLC Has $18.57 Million Stock Position in Vertiv Holdings Co. $VRT

HighTower Advisors LLC raised its stake in shares of Vertiv Holdings Co. (NYSE:VRT) by 8.0% during the fourth quarter, Holdings Channel reports. The firm owned 114,601 shares of the company’s stock after buying an additional 8,454 shares during the period. HighTower Advisors LLC’s holdings in Vertiv were worth $18,566,000 at the end of the most recent reporting period.

Other institutional investors also recently modified their holdings of the company. Park Place Capital Corp raised its stake in shares of Vertiv by 624.0% in the fourth quarter. Park Place Capital Corp now owns 181 shares of the company’s stock valued at $29,000 after acquiring an additional 156 shares during the last quarter. Kohmann Bosshard Financial Services LLC bought a new position in shares of Vertiv in the fourth quarter valued at approximately $29,000. Measured Wealth Private Client Group LLC bought a new position in shares of Vertiv in the third quarter valued at approximately $30,000. Foster Dykema Cabot & Partners LLC bought a new position in shares of Vertiv in the third quarter valued at approximately $31,000. Finally, Bessemer Group Inc. bought a new position in shares of Vertiv in the third quarter valued at approximately $36,000. Institutional investors own 89.92% of the company’s stock.

Insider Activity at Vertiv

In other Vertiv news, EVP Anders Karlborg sold 30,487 shares of the company’s stock in a transaction on Thursday, February 26th. The shares were 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. The trade was a 46.74% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. Also, Chairman David M. Cote sold 40,000 shares of the company’s 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 sale, the chairman 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. The disclosure for this sale is available in the SEC filing. In the last ninety days, insiders have sold 489,761 shares of company stock worth $123,356,815. 1.10% of the stock is owned by company insiders.

Analysts Set New Price Targets

VRT has been the subject of a number of research analyst reports. The Goldman Sachs Group lifted their target price on shares of Vertiv from $277.00 to $311.00 and gave the company a “buy” rating in a research note on Tuesday, April 14th. Deutsche Bank Aktiengesellschaft reiterated a “buy” rating and issued a $281.00 target price on shares of Vertiv in a research note on Thursday, February 12th. Zacks Research upgraded shares of Vertiv from a “hold” rating to a “strong-buy” rating in a research note on Thursday. Bank of America lifted their target price on shares of Vertiv from $370.00 to $440.00 and gave the company a “buy” rating in a research note on Friday, May 15th. Finally, BNP Paribas Exane initiated coverage on shares of Vertiv in a research note on Tuesday, April 14th. They issued an “outperform” rating and a $345.00 target price for the company. One analyst has rated the stock with a Strong Buy rating, twenty-two have given a Buy rating, three have given a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average target price of $322.32.

Vertiv Stock Performance

Shares of Vertiv stock opened at $327.78 on Friday. The firm has a fifty day moving average of $300.35 and a two-hundred day moving average of $229.96. The stock has a market capitalization of $125.90 billion, a price-to-earnings ratio of 82.36, a PEG ratio of 1.40 and a beta of 2.09. Vertiv Holdings Co. has a 52 week low of $101.00 and a 52 week high of $379.93. 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 issued its earnings results on Wednesday, April 22nd. The company reported $1.17 EPS for the quarter, beating the consensus estimate of $1.00 by $0.17. The company had revenue of $2.65 billion during the quarter, compared to analysts’ expectations of $2.63 billion. Vertiv had a net margin of 14.37% and a return on equity of 49.90%. The business’s revenue for the quarter was up 30.1% compared to the same quarter last year. During the same quarter in the previous year, the company posted $0.64 EPS. 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 research analysts predict that Vertiv Holdings Co. will post 6.42 EPS for the current year.

Vertiv Dividend Announcement

The firm also recently announced 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 annualized dividend and a dividend yield of 0.1%. Vertiv’s payout ratio is presently 6.28%.

Vertiv News Summary

Here are the key news stories impacting Vertiv this week:

• Positive Sentiment: Vertiv is being highlighted as a key AI infrastructure winner because its cooling equipment helps solve the heat problem in dense GPU data centers, supporting long-term demand. Is This AI Data Center Stock a Buy While the Market Panics About Oversupply?
• Positive Sentiment: Vertiv was included in a momentum-stock screen, suggesting it continues to show strong trend strength and earnings-growth characteristics that traders favor. Micron & 2 Other Momentum Stocks to Buy Now for Big Upside
• Neutral Sentiment: Articles focused on whether VRT can keep moving higher after earnings, but they did not point to a fresh catalyst; they mainly framed the stock as a momentum name being reassessed by investors. Vertiv (VRT) Up 0.5% Since Last Earnings Report: Can It Continue?
• Negative Sentiment: Some commentary raised valuation concerns, noting Vertiv’s strong run has pushed the stock to an elevated earnings multiple, which could limit upside if growth expectations cool. Jim Cramer on Vertiv: “At 53 Times Earnings, I Gotta Say No Thanks”

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.