Pitcairn Co. Has $708,000 Stock Holdings in Vertiv Holdings Co. $VRT

Pitcairn Co. decreased its stake in shares of Vertiv Holdings Co. (NYSE:VRT) by 51.2% in the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 4,696 shares of the company’s stock after selling 4,918 shares during the period. Pitcairn Co.’s holdings in Vertiv were worth $708,000 at the end of the most recent quarter.

A number of other hedge funds have also modified their holdings of VRT. Abundance Wealth Counselors boosted its holdings in Vertiv by 313.7% during the third quarter. Abundance Wealth Counselors now owns 10,165 shares of the company’s stock worth $1,533,000 after purchasing an additional 7,708 shares during the last quarter. Union Bancaire Privee UBP SA increased its stake in Vertiv by 35.5% in the 3rd quarter. Union Bancaire Privee UBP SA now owns 272,608 shares of the company’s stock valued at $41,126,000 after buying an additional 71,361 shares during the last quarter. Plato Investment Management Ltd increased its stake in Vertiv by 272.7% in the 3rd quarter. Plato Investment Management Ltd now owns 8,825 shares of the company’s stock valued at $1,321,000 after buying an additional 6,457 shares during the last quarter. KLP Kapitalforvaltning AS lifted its position in Vertiv by 5.5% during the 3rd quarter. KLP Kapitalforvaltning AS now owns 143,100 shares of the company’s stock worth $21,588,000 after buying an additional 7,400 shares in the last quarter. Finally, Westpac Banking Corp lifted its position in Vertiv by 100.2% during the 2nd quarter. Westpac Banking Corp now owns 12,812 shares of the company’s stock worth $1,645,000 after buying an additional 6,411 shares in the last quarter. 89.92% of the stock is currently owned by institutional investors.

Insider Activity at Vertiv

In other news, EVP Anders Karlborg sold 30,487 shares of Vertiv stock in a transaction that occurred on Thursday, February 26th. The shares were sold at an average price of $246.92, for a total value of $7,527,850.04. Following the completion of the sale, the executive vice president directly 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 transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. Also, Director Roger Fradin sold 101,667 shares of the stock in a transaction that occurred on Thursday, February 26th. The stock was sold at an average price of $253.42, for a total value of $25,764,451.14. Following the sale, the director directly owned 40,000 shares in the company, valued at $10,136,800. This represents a 71.76% decrease in their position. The SEC filing for this sale provides additional information. In the last three months, insiders sold 412,467 shares of company stock valued at $104,381,911. 2.63% of the stock is currently owned by company insiders.

Vertiv News Roundup

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?

Vertiv Stock Down 3.1%

VRT opened at $241.91 on Friday. The stock’s fifty day simple moving average is $203.27 and its 200 day simple moving average is $175.76. Vertiv Holdings Co. has a 1-year low of $53.60 and a 1-year high of $264.86. The stock has a market cap of $92.55 billion, a PE ratio of 70.94, a price-to-earnings-growth ratio of 1.22 and a beta of 2.02. The company has a current ratio of 1.55, a quick ratio of 1.22 and a debt-to-equity ratio of 0.73.

Vertiv (NYSE:VRT) last announced its earnings results on Wednesday, February 11th. The company reported $1.36 EPS for the quarter, topping 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 business had revenue of $2.88 billion during the quarter, compared to the consensus estimate of $2.89 billion. During the same quarter in the previous year, the firm posted $0.99 EPS. Vertiv’s revenue was up 22.7% compared to the same quarter last year. 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, research analysts expect that Vertiv Holdings Co. will post 3.59 earnings per share for the current year.

Wall Street Analyst Weigh In

Several brokerages have recently weighed in on VRT. Barclays raised their price objective on Vertiv from $200.00 to $281.00 and gave the company an “overweight” rating in a report on Thursday, February 12th. Citigroup upped their target price on Vertiv from $220.00 to $286.00 and gave the stock a “buy” rating in a report on Thursday, February 12th. Mizuho raised their price target on Vertiv from $198.00 to $290.00 and gave the company an “outperform” rating in a research note on Thursday, February 12th. Roth Mkm reaffirmed a “buy” rating and set a $275.00 price target on shares of Vertiv in a research report on Thursday, February 12th. Finally, Morgan Stanley reiterated an “overweight” rating and set a $285.00 price objective on shares of Vertiv in a research note on Friday, February 13th. One 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 assigned a Sell rating to the stock. Based on data from MarketBeat, the company presently has an average rating of “Moderate Buy” and an average price target of $230.28.

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.