Callan Family Office LLC Trims Stock Position in Vertiv Holdings Co. $VRT

Callan Family Office LLC lowered its stake in shares of Vertiv Holdings Co. (NYSE:VRT) by 48.4% in the third quarter, according to its most recent 13F filing with the SEC. The fund owned 12,244 shares of the company’s stock after selling 11,485 shares during the period. Callan Family Office LLC’s holdings in Vertiv were worth $1,847,000 at the end of the most recent quarter.

A number of other hedge funds have also recently modified their holdings of VRT. Howard Capital Management Inc. raised its position in Vertiv by 3.0% during the third quarter. Howard Capital Management Inc. now owns 1,837 shares of the company’s stock valued at $277,000 after acquiring an additional 54 shares in the last quarter. Investors Asset Management of Georgia Inc. GA ADV grew its stake in shares of Vertiv by 1.9% during the 3rd quarter. Investors Asset Management of Georgia Inc. GA ADV now owns 3,020 shares of the company’s stock worth $456,000 after purchasing an additional 55 shares during the period. JBR Co Financial Management Inc grew its stake in shares of Vertiv by 0.8% during the 3rd quarter. JBR Co Financial Management Inc now owns 7,825 shares of the company’s stock worth $1,180,000 after purchasing an additional 65 shares during the period. Plancorp LLC increased its holdings in shares of Vertiv by 1.3% during the 3rd quarter. Plancorp LLC now owns 5,317 shares of the company’s stock valued at $802,000 after purchasing an additional 67 shares in the last quarter. Finally, True Wealth Design LLC lifted its stake in shares of Vertiv by 54.0% in the 3rd quarter. True Wealth Design LLC now owns 194 shares of the company’s stock valued at $29,000 after purchasing an additional 68 shares during the period. Hedge funds and other institutional investors own 89.92% of the company’s stock.

Insiders Place Their Bets

In other Vertiv news, EVP Stephen Liang sold 5,501 shares of the firm’s stock in a transaction on Monday, November 24th. The stock was sold at an average price of $170.48, for a total value of $937,810.48. Following the transaction, the executive vice president owned 4,050 shares in the company, valued at approximately $690,444. This trade represents a 57.60% decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through the SEC website. Insiders own 2.63% of the company’s stock.

Analyst Upgrades and Downgrades

Several research firms recently commented on VRT. Barclays upgraded shares of Vertiv from an “equal weight” rating to an “overweight” rating and raised their price target for the company from $181.00 to $200.00 in a research report on Friday, January 2nd. Wolfe Research cut Vertiv from an “outperform” rating to a “peer perform” rating in a research report on Tuesday, December 9th. UBS Group upped their price target on Vertiv from $173.00 to $201.00 and gave the stock a “buy” rating in a report on Thursday, October 23rd. Citigroup increased their price target on Vertiv from $198.00 to $220.00 and gave the stock a “buy” rating in a research report on Monday, December 8th. Finally, Evercore ISI boosted their price objective on Vertiv from $180.00 to $200.00 and gave the company an “outperform” rating in a research report on Monday, October 20th. One investment analyst has rated the stock with a Strong Buy rating, eighteen have assigned a Buy rating, five have assigned a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $187.89.

Vertiv Price Performance

NYSE:VRT opened at $182.92 on Thursday. The stock has a 50 day moving average of $174.24 and a two-hundred day moving average of $160.35. Vertiv Holdings Co. has a 12 month low of $53.60 and a 12 month high of $202.45. The firm has a market cap of $69.94 billion, a P/E ratio of 69.03, a price-to-earnings-growth ratio of 1.17 and a beta of 2.08. The company has a current ratio of 1.83, a quick ratio of 1.43 and a debt-to-equity ratio of 0.83.

Vertiv Increases Dividend

The company also recently disclosed a quarterly dividend, which was paid on Thursday, December 18th. Investors of record on Tuesday, November 25th were paid a $0.0625 dividend. The ex-dividend date of this dividend was Tuesday, November 25th. This represents a $0.25 annualized dividend and a yield of 0.1%. This is an increase from Vertiv’s previous quarterly dividend of $0.04. Vertiv’s dividend payout ratio is currently 9.43%.

Key Vertiv News

Here are the key news stories impacting Vertiv this week:

• Positive Sentiment: Industry positioning: Analysts and sector write-ups highlight Vertiv’s central role in AI/data-center cooling and liquid-cooling solutions — a structural tailwind as AI capacity ramps. Why Vertiv’s (VRT) Role in AI Cooling is Gaining Strategic Importance
• Positive Sentiment: Product/AI catalysts: Vertiv launched/expanded AI-powered offerings (Next Predict maintenance service and an AI-powered data-center maintenance platform) that management ties to data‑center valuation and recurring services revenue potential. These products support higher-margin services over time. Should Vertiv’s New AI-Powered Data Center Maintenance Platform Reshape How VRT Investors View Its AI Strategy?
• Positive Sentiment: Next Predict valuation link: Commentary connects the Next Predict AI service to improving data-center operator economics and potential valuation uplift if adoption scales. Vertiv Ties Next Predict AI Service To Data Center Valuation Story
• Positive Sentiment: Earnings setup: Multiple previews (MarketBeat, Zacks) highlight that Wall Street expects earnings growth next week and that Vertiv has the setup (strong orders, expanding demand) to deliver a beat — with guidance the likely price catalyst. Vertiv Holdings Co. (VRT) Reports Next Week: Wall Street Expects Earnings Growth
• Positive Sentiment: Analyst/idea flow: MarketBeat highlighted Vertiv as one of three setups to watch heading into earnings — citing strong orders (20–65% growth ranges) and the potential for a meaningful earnings surprise if guidance is raised. Palantir and Woodward Jumped on Earnings Beats—Here Are 3 More Setups to Watch (VRT)
• Positive Sentiment: New product: Vertiv announced a backup-power solution for personal devices and small-business applications, broadening its product footprint and potential SMB revenue streams. Vertiv introduces Backup Power for Personal Devices and Business Applications
• Neutral Sentiment: Investor outreach: Vertiv executives will appear at February investor conferences (Citi Global Industrial Tech & Mobility), giving investors fresh access to management ahead of earnings. Vertiv to Participate in Upcoming Investor Conferences
• Neutral Sentiment: Earnings timing reminder: Coverage and wire reports note Vertiv is projected to post quarterly results this week — a routine timing item but one that concentrates short-term volatility. Vertiv (VRT) Projected to Post Earnings on Wednesday
• Negative Sentiment: Short-term price reaction: Zacks flagged that Vertiv fell more than the broader market in the latest session, reflecting profit-taking and sensitivity to near-term guidance risk despite constructive fundamentals. Vertiv Holdings Co. (VRT) Sees a More Significant Dip Than Broader Market: Some Facts to Know

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.