Meridian Wealth Management LLC Acquires 6,038 Shares of Vertiv Holdings Co. $VRT

Meridian Wealth Management LLC lifted its holdings in Vertiv Holdings Co. (NYSE:VRT) by 212.5% in the fourth quarter, Holdings Channel reports. The fund owned 8,880 shares of the company’s stock after purchasing an additional 6,038 shares during the quarter. Meridian Wealth Management LLC’s holdings in Vertiv were worth $1,439,000 at the end of the most recent quarter.

Other institutional investors have also recently made changes to their positions in the company. Vanguard Group Inc. lifted its stake in Vertiv by 2.2% in the third quarter. Vanguard Group Inc. now owns 38,833,036 shares of the company’s stock worth $5,858,352,000 after purchasing an additional 826,281 shares during the last quarter. State Street Corp lifted its stake in Vertiv by 2.3% in the third quarter. State Street Corp now owns 8,459,323 shares of the company’s stock worth $1,276,173,000 after purchasing an additional 189,484 shares during the last quarter. American Century Companies Inc. lifted its stake in Vertiv by 16.7% in the third quarter. American Century Companies Inc. now owns 3,431,760 shares of the company’s stock worth $517,715,000 after purchasing an additional 491,349 shares during the last quarter. Ameriprise Financial Inc. lifted its stake in Vertiv by 49.5% in the second quarter. Ameriprise Financial Inc. now owns 2,811,114 shares of the company’s stock worth $361,033,000 after purchasing an additional 930,158 shares during the last quarter. Finally, Bank of New York Mellon Corp lifted its stake in Vertiv by 1.6% in the third quarter. Bank of New York Mellon Corp now owns 2,143,067 shares of the company’s stock worth $323,303,000 after purchasing an additional 33,012 shares during the last quarter. Institutional investors own 89.92% of the company’s stock.

Analyst Ratings Changes

Several analysts have issued reports on VRT shares. Evercore reissued an “outperform” rating and issued a $425.00 price objective on shares of Vertiv in a research note on Tuesday. Zacks Research downgraded shares of Vertiv from a “strong-buy” rating to a “hold” rating in a research note on Monday, April 13th. BNP Paribas Exane started coverage on shares of Vertiv in a research note on Tuesday, April 14th. They issued an “outperform” rating and a $345.00 price objective for the company. JPMorgan Chase & Co. raised their price objective on shares of Vertiv from $305.00 to $350.00 and gave the stock an “overweight” rating in a research note on Friday, April 24th. Finally, Deutsche Bank Aktiengesellschaft reissued a “buy” rating and issued a $281.00 price objective on shares of Vertiv in a research note on Thursday, February 12th. Twenty-one research analysts have rated the stock with a Buy rating, four have assigned a Hold rating and one has given a Sell rating to the company. According to MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average price target of $284.86.

Insider Transactions at Vertiv

In related news, Director Roger Fradin sold 101,666 shares of the business’s stock in a transaction that occurred on Friday, February 27th. The shares were sold at an average price of $252.13, for a total value of $25,633,048.58. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, Director Jan Van Dokkum sold 38,647 shares of the business’s stock in a transaction that occurred on Thursday, February 26th. The stock was sold at an average price of $254.87, for a total transaction of $9,849,960.89. Following the completion of the transaction, the director directly owned 25,000 shares of the company’s stock, valued at $6,371,750. This trade represents a 60.72% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 489,761 shares of company stock valued at $123,356,815 in the last ninety days. Corporate insiders own 1.10% of the company’s stock.

Vertiv Stock Up 0.8%

Shares of NYSE VRT opened at $369.94 on Thursday. 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 firm has a market capitalization of $142.10 billion, a price-to-earnings ratio of 92.95, a PEG ratio of 1.57 and a beta of 2.09. The stock has a 50 day moving average price of $288.63 and a 200 day moving average price of $222.98. Vertiv Holdings Co. has a 52-week low of $101.00 and a 52-week high of $377.77.

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

Vertiv Announces Dividend

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

More Vertiv News

Here are the key news stories impacting Vertiv this week:

• Positive Sentiment: Multiple recent articles highlight Vertiv as a key “picks-and-shovels” AI infrastructure play, especially in cooling, power, and grid-to-chip systems, supporting the stock’s momentum. Why Vertiv (VRT) Sits Inside the Grid-to-Chip Power Chain for AI Infrastructure
• Positive Sentiment: Vertiv’s acquisition of Strategic Thermal Labs adds liquid-cooling expertise and strengthens its offering for high-density AI data centers, which investors see as a long-term growth driver. Why Vertiv (VRT) Is Becoming More Important to AI Data Center Buildouts
• Positive Sentiment: Analyst coverage remains constructive, with reports noting Wall Street’s buy consensus and a Citi price-target increase, reinforcing confidence in Vertiv’s earnings and demand outlook. Vertiv Holdings (VRT) Price Target Increased by Citi to $141
• Positive Sentiment: Vertiv also drew attention as one of the strongest AI-related infrastructure names, with momentum investors rotating into industrial picks-and-shovels beneficiaries. Beyond NVIDIA: Picks-and-Shovels AI Plays with Strong Momentum
• Neutral Sentiment: The company announced an upcoming investor conference for May 19-20, which could provide new guidance or updates, but the event itself is not an immediate catalyst. Vertiv to Host Investor Conference on May 19 – 20, 2026

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.