Zuckerman Investment Group LLC Sells 42,725 Shares of Vertiv Holdings Co. $VRT

Zuckerman Investment Group LLC lowered its position in shares of Vertiv Holdings Co. (NYSE:VRT) by 6.1% in the third quarter, according to the company in its most recent filing with the SEC. The firm owned 658,854 shares of the company’s stock after selling 42,725 shares during the quarter. Vertiv comprises about 9.2% of Zuckerman Investment Group LLC’s portfolio, making the stock its largest position. Zuckerman Investment Group LLC’s holdings in Vertiv were worth $99,395,000 at the end of the most recent reporting period.

Other large investors have also added to or reduced their stakes in the company. Financial Management Professionals Inc. increased 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 period. Promus Capital LLC acquired a new stake in shares of Vertiv during the second quarter worth about $26,000. Pacer Advisors Inc. boosted its position in Vertiv by 67.6% in the third quarter. Pacer Advisors Inc. now owns 171 shares of the company’s stock valued at $26,000 after buying an additional 69 shares during the last quarter. True Wealth Design LLC boosted 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 buying an additional 68 shares during the last quarter. Finally, Quent Capital LLC acquired a new position in Vertiv in the 3rd quarter worth approximately $30,000. Hedge funds and other institutional investors own 89.92% of the company’s stock.

Vertiv News Roundup

Here are the key news stories impacting Vertiv this week:

• Positive Sentiment: Vertiv rolled out OneCore, a digital-twin platform targeting high-density AI data centers — a strategic product that addresses faster buildouts for AI infrastructure and supports longer-term demand for Vertiv’s power/cooling systems. Vertiv (VRT) Debuts OneCore Digital Twin Platform for AI Data Centers
• Positive Sentiment: New industrial‑grade UPS design aimed at commercial markets expands Vertiv’s addressable market outside hyperscale data centers — a product-cycle catalyst that can support revenue growth and margin mix over time. Vertiv introduces industrial-grade UPS design for commercial markets
• Positive Sentiment: Strong media and analyst attention (Forbes, Jim Cramer shout-outs, Zacks blogs) and an average “Moderate Buy” analyst rating have fueled demand and investor interest in Vertiv as an AI infrastructure play. Why Vertiv Is Outpacing Every Competitor
• Neutral Sentiment: Explanatory coverage notes Vertiv is up significantly since earnings and lays out the key drivers and estimates — useful context but not a new catalyst. Momentum can attract short-term traders as well as volatility. Why Is Vertiv (VRT) Up 12.2% Since Last Earnings Report?
• Neutral Sentiment: Broader thematic pieces place Vertiv in AI/megatrend portfolios — positive for long-term thesis but these narratives can already be priced in. Megatrends Still Matter: 3 Growth Stocks for the Next 10 Years (VRT)
• Negative Sentiment: A company director sold roughly $19M of stock — a sizable insider sale that can create near-term selling pressure and raise caution for some investors. Vertiv (NYSE:VRT) Director Sells $18,974,904.06 in Stock
• Negative Sentiment: Valuation and recent run-up: coverage highlights strong gains and elevated multiples (high P/E), which increase the risk of short-term profit-taking and sensitivity to execution/guidance misses. A Look At Vertiv Holdings Co (VRT) Valuation After Strong Recent Share Price Momentum

Insider Transactions at Vertiv

In related news, Director Edward L. Monser sold 77,294 shares of Vertiv stock in a transaction dated Friday, March 6th. The stock was sold at an average price of $245.49, for a total value of $18,974,904.06. Following the completion of the transaction, the director owned 16,500 shares in the company, valued at $4,050,585. The trade was a 82.41% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, Chairman David M. Cote sold 40,000 shares of the company’s stock in a transaction dated Thursday, February 26th. The stock was sold at an average price of $255.29, for a total value of $10,211,600.00. Following the completion of the transaction, the chairman directly owned 22,258 shares of the company’s stock, valued at $5,682,244.82. The trade was a 64.25% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold 489,761 shares of company stock worth $123,356,815 over the last quarter. Company insiders own 2.63% of the company’s stock.

Analyst Upgrades and Downgrades

A number of equities analysts have issued reports on VRT shares. Evercore reissued an “outperform” rating and set a $280.00 price target on shares of Vertiv in a research report on Wednesday, February 11th. Mizuho increased their price objective on shares of Vertiv from $198.00 to $290.00 and gave the stock an “outperform” rating in a research note on Thursday, February 12th. Citigroup raised their target price on shares of Vertiv from $220.00 to $286.00 and gave the stock a “buy” rating in a report on Thursday, February 12th. Wall Street Zen downgraded shares of Vertiv from a “strong-buy” rating to a “buy” rating in a research report on Saturday. Finally, Oppenheimer reaffirmed an “outperform” rating and issued a $270.00 price target on shares of Vertiv in a report on Thursday, February 12th. One equities research analyst has rated the stock with a Strong Buy rating, nineteen have given a Buy rating, two have given a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average target price of $230.28.

Vertiv Stock Performance

VRT opened at $258.80 on Friday. The company has a debt-to-equity ratio of 0.73, a current ratio of 1.55 and a quick ratio of 1.22. The firm has a fifty day moving average price of $213.20 and a 200 day moving average price of $180.24. Vertiv Holdings Co. has a 1 year low of $53.60 and a 1 year high of $276.78. The stock has a market cap of $99.02 billion, a P/E ratio of 75.89, a P/E/G ratio of 1.34 and a beta of 2.02.

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

Vertiv Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Thursday, March 26th. Stockholders of record on Tuesday, March 17th will be given a dividend of $0.0625 per share. The ex-dividend date is Tuesday, March 17th. This represents a $0.25 dividend on an annualized basis and a dividend yield of 0.1%. 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.