Meiji Yasuda Life Insurance Co Decreases Stock Position in Vertiv Holdings Co. $VRT

Meiji Yasuda Life Insurance Co trimmed its position in shares of Vertiv Holdings Co. (NYSE:VRT) by 28.0% in the 3rd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 15,939 shares of the company’s stock after selling 6,209 shares during the quarter. Meiji Yasuda Life Insurance Co’s holdings in Vertiv were worth $2,405,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other hedge funds have also bought and sold shares of the company. Howard Capital Management Inc. raised its stake in shares of Vertiv by 3.0% in the third quarter. Howard Capital Management Inc. now owns 1,837 shares of the company’s stock valued at $277,000 after acquiring an additional 54 shares during the period. Investors Asset Management of Georgia Inc. GA ADV boosted its stake in shares of Vertiv by 1.9% during the 3rd quarter. Investors Asset Management of Georgia Inc. GA ADV now owns 3,020 shares of the company’s stock worth $456,000 after purchasing an additional 55 shares during the period. JBR Co Financial Management Inc grew its holdings in Vertiv by 0.8% during the 3rd quarter. JBR Co Financial Management Inc now owns 7,825 shares of the company’s stock valued at $1,180,000 after purchasing an additional 65 shares during the last quarter. Plancorp LLC raised its position in Vertiv by 1.3% in the 3rd quarter. Plancorp LLC now owns 5,317 shares of the company’s stock worth $802,000 after purchasing an additional 67 shares during the period. Finally, Crossmark Global Holdings Inc. raised its position in Vertiv by 1.9% in the 3rd quarter. Crossmark Global Holdings Inc. now owns 3,562 shares of the company’s stock worth $537,000 after purchasing an additional 67 shares during the period. Institutional investors own 89.92% of the company’s stock.

Vertiv Stock Performance

Vertiv stock opened at $241.91 on Friday. The company has a debt-to-equity ratio of 0.73, a quick ratio of 1.22 and a current ratio of 1.55. The company has a market capitalization of $92.55 billion, a PE ratio of 70.94, a P/E/G ratio of 1.22 and a beta of 2.02. The company has a 50 day moving average price of $203.27 and a 200-day moving average price of $175.76. Vertiv Holdings Co. has a fifty-two week low of $53.60 and a fifty-two week high of $264.86.

Vertiv (NYSE:VRT) last announced its quarterly earnings data on Wednesday, February 11th. The company reported $1.36 earnings per share (EPS) 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 analysts’ expectations of $2.89 billion. Vertiv had a return on equity of 49.55% and a net margin of 13.03%.Vertiv’s revenue was up 22.7% compared to the same quarter last year. During the same quarter in the prior year, the firm earned $0.99 earnings per share. 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 forecast that Vertiv Holdings Co. will post 3.59 earnings per share for the current year.

Vertiv News Summary

Here are the key news stories impacting Vertiv this week:

• Positive Sentiment: Zacks and other outlets flag VRT as a top-ranked momentum and strong-growth stock, citing accelerated AI-driven data‑center demand and rising orders that support revenue and EPS upside. Vertiv Holdings Co. (VRT) is a Top-Ranked Momentum Stock: Should You Buy?
• Positive Sentiment: Analyst commentary and Zacks pieces highlight Vertiv as a strong growth story supported by booming AI demand and a doubled backlog that improves revenue visibility. Here’s Why Vertiv Holdings Co. (VRT) is a Strong Growth Stock
• Positive Sentiment: Forbes reviews VRT’s ~191% 12‑month gain, attributing the rally to AI order flow and backlog strength—this bullish narrative supports higher valuation expectations despite recent profit‑taking. What’s Behind Vertiv Stock’s Triple-Digit Growth
• Positive Sentiment: One trading strategy write-up pushes a bullish, tactical trade targeting ~48% return—reflects active investor appetite for momentum plays in VRT. (Speculative/short‑term). Bullish strategy on Vertiv stock targets quick 48% return
• Positive Sentiment: S&P 500 quarterly rebalancing is being announced after the close—market speculation that Vertiv could be added would be a structural positive (inflows from index funds) if inclusion is confirmed. S&P 500 Rebalancing Tonight: Could Vertiv, SoFi, or Lumentum Join the Index?
• Neutral Sentiment: Board declared a small quarterly cash dividend ($0.0625/share payable March 26). Dividend provides modest income support but is unlikely to materially change valuation. Vertiv Declares Quarterly Dividend
• Neutral Sentiment: Recent market note: VRT outperformed the broader market in the prior session, reflecting short‑term momentum that may be offset by profit‑taking. Vertiv Holdings Co. (VRT) Outperforms Broader Market: What You Need to Know
• Negative Sentiment: Report of insider selling has triggered concern and short‑term selling pressure; insiders selling can weigh on investor sentiment even if not unusual post‑runup. Vertiv (NYSE:VRT) Trading Down 5.3% on Insider Selling
• Negative Sentiment: Coverage noting Vertiv trades at a premium valuation raises investor caution—high P/E and elevated expectations mean upside depends on continued execution and AI order realization. Vertiv Trades at a Premium Valuation: Should You Still Buy the Stock?

Insider Buying and Selling at Vertiv

In related news, Director Roger Fradin sold 101,667 shares of the company’s stock in a transaction dated Thursday, February 26th. The shares were sold at an average price of $253.42, for a total value of $25,764,451.14. Following the completion of the sale, the director directly owned 40,000 shares of the company’s stock, valued at $10,136,800. This represents a 71.76% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, EVP Anders Karlborg sold 30,487 shares of the stock in a transaction dated Thursday, February 26th. The stock was sold at an average price of $246.92, for a total transaction of $7,527,850.04. Following the transaction, the executive vice president owned 34,746 shares in the company, valued at approximately $8,579,482.32. The trade was a 46.74% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last ninety days, insiders have sold 412,467 shares of company stock worth $104,381,911. Insiders own 2.63% of the company’s stock.

Wall Street Analysts Forecast Growth

Several research analysts have issued reports on the company. TD Cowen restated a “buy” rating on shares of Vertiv in a research report on Thursday, February 12th. Citigroup raised their price target on Vertiv from $220.00 to $286.00 and gave the stock a “buy” rating in a research note on Thursday, February 12th. Morgan Stanley restated an “overweight” rating and set a $285.00 price objective on shares of Vertiv in a report on Friday, February 13th. Weiss Ratings upgraded Vertiv from a “hold (c+)” rating to a “buy (b-)” rating in a research note on Friday, February 13th. Finally, Oppenheimer reiterated an “outperform” rating and set a $270.00 target price 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 assigned a Buy rating, two have given a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $230.28.

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.