Wakefield Asset Management LLLP Decreases Stock Holdings in Vertiv Holdings Co. $VRT

Wakefield Asset Management LLLP reduced its stake in shares of Vertiv Holdings Co. (NYSE:VRT) by 7.1% during the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 27,438 shares of the company’s stock after selling 2,082 shares during the period. Vertiv accounts for about 1.1% of Wakefield Asset Management LLLP’s portfolio, making the stock its 20th largest holding. Wakefield Asset Management LLLP’s holdings in Vertiv were worth $4,139,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other hedge funds and other institutional investors have also recently made changes to their positions in the company. Vanguard Group Inc. grew its holdings in Vertiv by 2.2% in the 3rd quarter. Vanguard Group Inc. now owns 38,833,036 shares of the company’s stock valued at $5,858,352,000 after buying an additional 826,281 shares in the last quarter. State Street Corp grew its holdings in shares of Vertiv by 5.7% in the second quarter. State Street Corp now owns 8,269,839 shares of the company’s stock valued at $1,061,930,000 after purchasing an additional 442,937 shares during the period. Geode Capital Management LLC grew its holdings in shares of Vertiv by 3.4% in the second quarter. Geode Capital Management LLC now owns 6,686,778 shares of the company’s stock valued at $856,082,000 after purchasing an additional 219,970 shares during the period. Invesco Ltd. raised its position in shares of Vertiv by 20.9% during the 2nd quarter. Invesco Ltd. now owns 5,931,488 shares of the company’s stock valued at $761,662,000 after buying an additional 1,024,634 shares during the period. Finally, Norges Bank purchased a new position in Vertiv during the second quarter worth about $538,132,000. Institutional investors and hedge funds own 89.92% of the company’s stock.

Insider Transactions at Vertiv

In other Vertiv news, Director Steven Reinemund sold 65,000 shares of the business’s stock in a transaction on Thursday, February 26th. The shares were sold at an average price of $253.95, for a total value of $16,506,750.00. Following the transaction, the director directly owned 68,333 shares of the company’s stock, valued at approximately $17,353,165.35. The trade was a 48.75% decrease in their position. The sale was disclosed in a filing with the SEC, which can be accessed through the SEC website. Also, Director Roger Fradin sold 101,667 shares of the company’s stock in a transaction on Thursday, February 26th. The stock was sold at an average price of $253.42, for a total transaction of $25,764,451.14. Following the transaction, the director owned 40,000 shares of the company’s stock, valued at approximately $10,136,800. The trade was a 71.76% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 489,761 shares of company stock worth $123,356,815 over the last quarter. 5.01% of the stock is currently owned by corporate insiders.

Key Headlines Impacting Vertiv

Here are the key news stories impacting Vertiv this week:

• Positive Sentiment: S&P 500 inclusion = mechanical demand and near‑term buying pressure: index funds and ETFs must acquire shares ahead of the March 23 rebalancing, which has already pushed VRT to 52‑week highs and higher volume. Read More.
• Positive Sentiment: Index effect amplified by AI/data‑center narrative — Vertiv’s role in power and cooling for hyperscale AI data centers makes the inclusion a structural tailwind, not just a technical trade. Read More.
• Positive Sentiment: Short interest dropped sharply in February (down ~33% to ~6.25M shares; days‑to‑cover ~1.1), reducing one source of downside pressure and lowering the chance of a large short-driven correction.
• Positive Sentiment: Fundamentals support the rally — recent quarter beat EPS, revenue growth and management guidance are solid, which makes the index‑driven buying less likely to be purely momentum. Read More.
• Neutral Sentiment: Company declared a small quarterly dividend (annualized ≈ $0.25; yield ~0.1%, ex‑dividend March 17) — a modest income signal but not a major valuation driver.
• Neutral Sentiment: Elevated analyst/media coverage and inclusion on AI/megatrend lists are increasing visibility and could sustain longer‑term interest beyond the mechanical index flows. Read More.
• Negative Sentiment: Insider selling: Director Edward Monser sold 77,294 shares in early March (large block, ~82% reduction in his holding), which some investors view as a bearish signal even though institutional/index inflows are the dominant near‑term force. Read More.

Analysts Set New Price Targets

Several brokerages have recently issued reports on VRT. Roth Mkm reiterated a “buy” rating and issued a $275.00 price objective on shares of Vertiv in a research note on Thursday, February 12th. JPMorgan Chase & Co. reduced their price objective on shares of Vertiv from $230.00 to $225.00 and set an “overweight” rating for the company in a research report on Friday, January 16th. Weiss Ratings upgraded shares of Vertiv from a “hold (c+)” rating to a “buy (b-)” rating in a report on Friday, February 13th. Deutsche Bank Aktiengesellschaft reiterated a “buy” rating and set a $281.00 price target on shares of Vertiv in a research note on Thursday, February 12th. Finally, The Goldman Sachs Group boosted their price target on shares of Vertiv from $204.00 to $277.00 and gave the company a “buy” rating in a research report on Thursday, February 12th. One analyst has rated the stock with a Strong Buy rating, nineteen have issued a Buy rating, two have assigned a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average price target of $230.28.

Vertiv Price Performance

Shares of VRT opened at $269.34 on Wednesday. The company has a market capitalization of $103.05 billion, a price-to-earnings ratio of 78.98, a price-to-earnings-growth ratio of 1.33 and a beta of 2.02. Vertiv Holdings Co. has a fifty-two week low of $53.60 and a fifty-two week high of $274.85. The firm has a 50-day simple moving average of $207.36 and a 200-day simple moving average of $178.08. The company has a debt-to-equity ratio of 0.73, a quick ratio of 1.22 and a current ratio of 1.55.

Vertiv (NYSE:VRT) last posted its quarterly earnings data on Wednesday, February 11th. The company reported $1.36 earnings per share for the quarter, topping analysts’ consensus estimates of $1.29 by $0.07. The company had revenue of $2.88 billion during the quarter, compared to analysts’ expectations of $2.89 billion. Vertiv had a return on equity of 49.55% and a net margin of 13.03%.The firm’s revenue for the quarter was up 22.7% on a year-over-year basis. During the same period last year, the firm 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. On average, equities research analysts anticipate that Vertiv Holdings Co. will post 3.59 earnings per share for the current year.

Vertiv Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Thursday, March 26th. Investors of record on Tuesday, March 17th will be given a $0.0625 dividend. This represents a $0.25 dividend on an annualized basis and a yield of 0.1%. The ex-dividend date is Tuesday, March 17th. Vertiv’s dividend payout ratio (DPR) is 7.33%.

Vertiv 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.