Orion Porfolio Solutions LLC Sells 3,165 Shares of Vertiv Holdings Co. $VRT

Orion Porfolio Solutions LLC lowered its position in shares of Vertiv Holdings Co. (NYSE:VRT) by 21.0% in the third quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 11,892 shares of the company’s stock after selling 3,165 shares during the quarter. Orion Porfolio Solutions LLC’s holdings in Vertiv were worth $1,794,000 at the end of the most recent reporting period.

Other hedge funds also recently made changes to their positions in the company. Financial Management Professionals Inc. raised its holdings in shares of Vertiv by 1,560.0% in the third quarter. Financial Management Professionals Inc. now owns 166 shares of the company’s stock valued at $25,000 after purchasing an additional 156 shares during the last quarter. Pacer Advisors Inc. boosted its holdings in Vertiv by 67.6% during the third quarter. Pacer Advisors Inc. now owns 171 shares of the company’s stock worth $26,000 after purchasing an additional 69 shares during the last quarter. True Wealth Design LLC grew its position in Vertiv by 54.0% in the third quarter. True Wealth Design LLC now owns 194 shares of the company’s stock valued at $29,000 after purchasing an additional 68 shares in the last quarter. Quent Capital LLC bought a new position in Vertiv in the third quarter valued at $30,000. Finally, Promus Capital LLC acquired a new stake in Vertiv in the 2nd quarter valued at $26,000. 89.92% of the stock is owned by institutional investors.

Vertiv Stock Performance

Shares of VRT stock opened at $268.04 on Thursday. The company has a fifty day moving average price of $209.47 and a two-hundred day moving average price of $178.71. Vertiv Holdings Co. has a one year low of $53.60 and a one year high of $276.78. The stock has a market cap of $102.55 billion, a P/E ratio of 78.61, a P/E/G ratio of 1.36 and a beta of 2.02. The company has a debt-to-equity ratio of 0.73, a current ratio of 1.55 and a quick ratio of 1.22.

Vertiv (NYSE:VRT) last released its quarterly earnings data on Wednesday, February 11th. The company reported $1.36 earnings per share for the quarter, topping the consensus estimate of $1.29 by $0.07. The company had revenue of $2.88 billion for the quarter, compared to analyst estimates of $2.89 billion. Vertiv had a net margin of 13.03% and a return on equity of 49.55%. Vertiv’s revenue for the quarter was up 22.7% compared to the same quarter last year. During the same period in the previous year, the business earned $0.99 EPS. Vertiv has set its Q1 2026 guidance at 0.950-1.010 EPS and its FY 2026 guidance at 5.970-6.070 EPS. As a group, equities analysts predict that Vertiv Holdings Co. will post 3.59 EPS for the current year.

Vertiv Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Thursday, March 26th. Shareholders of record on Tuesday, March 17th will be given a dividend of $0.0625 per share. This represents a $0.25 dividend on an annualized basis and a yield of 0.1%. The ex-dividend date of this dividend is Tuesday, March 17th. Vertiv’s payout ratio is 7.33%.

Key Stories Impacting Vertiv

Here are the key news stories impacting Vertiv this week:

• Positive Sentiment: S&P 500 inclusion creates forced, index‑driven demand and has been the primary near‑term catalyst lifting VRT; index fund buying and front‑running by traders drove the recent big jump. Read More.
• Positive Sentiment: AI‑data center exposure and product innovation are driving conviction: Vertiv launched the OneCore digital‑twin platform aimed at accelerating high‑density AI data center builds — a strategic revenue lever if adopted by hyperscalers. Read More.
• Positive Sentiment: High‑profile endorsements and upbeat analyst coverage are boosting demand — Jim Cramer called Vertiv a “Cramer fave,” and consensus analyst ratings skew to Buy/Overweight with multiple price targets above current levels. Read More.
• Neutral Sentiment: Fundamentals supporting the story: recent quarterly EPS beat and raised guidance underpin a growth narrative tied to a multibillion‑dollar order backlog for data‑center equipment. Read More.
• Neutral Sentiment: Market visibility and inclusion on AI‑themed lists are attracting longer‑term investors and ETFs, which can sustain flows after the index rebalance. Read More.
• Negative Sentiment: Insider selling: a director disposed of a large block (77,294 shares), which can be read negatively even though institutional and index flows likely dominate near‑term trading. Read More.
• Negative Sentiment: Valuation and crowding risk: VRT trades at a high PE and has seen rapid price appreciation — investors should weigh stretched multiples and the potential for short‑term profit taking after the index‑driven run. Read More.

Insider Transactions at Vertiv

In related news, Chairman David M. Cote sold 40,000 shares of the business’s stock in a transaction that occurred on Thursday, February 26th. The stock was sold at an average price of $255.29, for a total transaction of $10,211,600.00. Following the transaction, the chairman directly owned 22,258 shares of the company’s stock, valued at approximately $5,682,244.82. The trade was a 64.25% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, Director Roger Fradin sold 101,666 shares of the stock in a transaction on Friday, February 27th. The shares were sold at an average price of $252.13, for a total value of $25,633,048.58. Additional details regarding this sale are available in the official SEC disclosure. Over the last ninety days, insiders have sold 489,761 shares of company stock valued at $123,356,815. Company insiders own 2.63% of the company’s stock.

Wall Street Analyst Weigh In

Several equities research analysts have commented on VRT shares. Royal Bank Of Canada boosted their price target on shares of Vertiv from $200.00 to $266.00 and gave the stock an “outperform” rating in a research report on Thursday, February 12th. Oppenheimer restated an “outperform” rating and issued a $270.00 price objective on shares of Vertiv in a report on Thursday, February 12th. Evercore reaffirmed an “outperform” rating and issued a $280.00 target price on shares of Vertiv in a research report on Wednesday, February 11th. JPMorgan Chase & Co. dropped their target price on Vertiv from $230.00 to $225.00 and set an “overweight” rating on the stock in a report on Friday, January 16th. Finally, TD Cowen reissued a “buy” rating on shares of Vertiv in a research report on Thursday, February 12th. One research analyst has rated the stock with a Strong Buy rating, nineteen have issued a Buy rating, two have issued a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $230.28.

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.