Fideuram Intesa Sanpaolo Private Banking S.P.A. Invests $2.55 Million in Vertiv Holdings Co. $VRT

Fideuram Intesa Sanpaolo Private Banking S.P.A. acquired a new position in Vertiv Holdings Co. (NYSE:VRT) during the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund acquired 15,760 shares of the company’s stock, valued at approximately $2,553,000.

Other large investors have also recently modified their holdings of the company. Kohmann Bosshard Financial Services LLC purchased a new position in shares of Vertiv in the fourth quarter worth about $29,000. Park Place Capital Corp increased its holdings in shares of Vertiv by 624.0% in the fourth quarter. Park Place Capital Corp now owns 181 shares of the company’s stock worth $29,000 after buying an additional 156 shares during the period. Measured Wealth Private Client Group LLC purchased a new position in shares of Vertiv in the third quarter worth about $30,000. Foster Dykema Cabot & Partners LLC bought a new stake in shares of Vertiv in the third quarter worth about $31,000. Finally, Brown Brothers Harriman & Co. grew its stake in shares of Vertiv by 37.8% in the third quarter. Brown Brothers Harriman & Co. now owns 237 shares of the company’s stock worth $36,000 after purchasing an additional 65 shares during the last quarter. Hedge funds and other institutional investors own 89.92% of the company’s stock.

More Vertiv News

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

Insider Buying and Selling at Vertiv

In other Vertiv news, Director Roger Fradin sold 101,666 shares of Vertiv stock in a transaction that occurred on Friday, February 27th. The stock was sold at an average price of $252.13, for a total transaction of $25,633,048.58. The transaction was disclosed in a legal filing with the SEC, which is available through this hyperlink. Also, Chairman David M. Cote sold 40,000 shares of Vertiv stock in a transaction that occurred on 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 directly owned 22,258 shares in the company, valued at approximately $5,682,244.82. The trade was a 64.25% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last 90 days, insiders sold 489,761 shares of company stock worth $123,356,815. Insiders own 1.10% of the company’s stock.

Wall Street Analyst Weigh In

Several analysts recently issued reports on the company. Deutsche Bank Aktiengesellschaft reissued a “buy” rating and issued a $281.00 target price on shares of Vertiv in a research note on Thursday, February 12th. The Goldman Sachs Group raised their target price on Vertiv from $277.00 to $311.00 and gave the stock a “buy” rating in a research note on Tuesday, April 14th. Barclays raised their target price on Vertiv from $345.00 to $412.00 and gave the stock an “overweight” rating in a research note on Friday, May 15th. Bank of America raised their target price on Vertiv from $370.00 to $440.00 and gave the stock a “buy” rating in a research note on Friday, May 15th. Finally, HSBC assumed coverage on Vertiv in a research note on Wednesday, March 25th. They issued a “buy” rating and a $325.00 target price on the stock. Twenty-two research analysts have rated the stock with a Buy rating, four have issued a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat.com, Vertiv presently has a consensus rating of “Moderate Buy” and an average target price of $316.27.

Vertiv Stock Performance

Vertiv stock opened at $315.44 on Thursday. The stock’s 50 day simple moving average is $298.08 and its two-hundred day simple moving average is $228.35. The company has a debt-to-equity ratio of 0.69, a quick ratio of 1.15 and a current ratio of 1.49. The stock has a market cap of $121.16 billion, a price-to-earnings ratio of 79.26, a PEG ratio of 1.38 and a beta of 2.09. Vertiv Holdings Co. has a fifty-two week low of $101.00 and a fifty-two week high of $379.93.

Vertiv (NYSE:VRT) last posted its quarterly earnings data on Wednesday, April 22nd. The company reported $1.17 earnings per share for the quarter, beating the consensus estimate of $1.00 by $0.17. The business had revenue of $2.65 billion for the quarter, compared to analysts’ expectations of $2.63 billion. Vertiv had a return on equity of 49.90% and a net margin of 14.37%.The business’s revenue was up 30.1% on a year-over-year basis. During the same period in the previous year, the firm 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, 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 disclosed 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. This represents a $0.25 annualized dividend and a yield of 0.1%. The ex-dividend date of this dividend was Tuesday, March 17th. Vertiv’s payout ratio is presently 6.28%.

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.