Jefferies Financial Group Inc. Acquires Shares of 43,028 Vertiv Holdings Co. $VRT

Jefferies Financial Group Inc. purchased a new position in shares of Vertiv Holdings Co. (NYSE:VRT) during the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor purchased 43,028 shares of the company’s stock, valued at approximately $6,491,000.

Other hedge funds have also recently made changes to their positions in the company. Empowered Funds LLC grew its holdings in Vertiv by 25.9% in the first quarter. Empowered Funds LLC now owns 11,557 shares of the company’s stock worth $834,000 after purchasing an additional 2,377 shares during the last quarter. Sivia Capital Partners LLC acquired a new position in Vertiv in the 2nd quarter worth approximately $567,000. Modera Wealth Management LLC purchased a new position in shares of Vertiv during the second quarter worth $313,000. Vestmark Advisory Solutions Inc. purchased a new position in shares of Vertiv during the 2nd quarter valued at about $830,000. Finally, Penserra Capital Management LLC raised its position in Vertiv by 35.4% during the second quarter. Penserra Capital Management LLC now owns 46,594 shares of the company’s stock valued at $5,981,000 after acquiring an additional 12,174 shares in the last quarter. 89.92% of the stock is currently owned by hedge funds and other institutional investors.

Vertiv Price Performance

Vertiv stock opened at $264.87 on Tuesday. The company’s 50 day simple moving average is $205.25 and its 200-day simple moving average is $177.07. 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 Holdings Co. has a 1 year low of $53.60 and a 1 year high of $266.67. The company has a market capitalization of $101.34 billion, a price-to-earnings ratio of 77.68, a price-to-earnings-growth ratio of 1.22 and a beta of 2.02.

Vertiv (NYSE:VRT) last posted its earnings results on Wednesday, February 11th. The company reported $1.36 earnings per share for the quarter, beating the consensus estimate of $1.29 by $0.07. The firm had revenue of $2.88 billion during the quarter, compared to the consensus estimate of $2.89 billion. Vertiv had a net margin of 13.03% and a return on equity of 49.55%. The firm’s revenue for the quarter was up 22.7% on a year-over-year basis. During the same quarter 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. As a group, equities research analysts expect 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. Stockholders of record on Tuesday, March 17th will be paid a $0.0625 dividend. The ex-dividend date of this dividend is Tuesday, March 17th. This represents a $0.25 dividend on an annualized basis and a dividend yield of 0.1%. Vertiv’s payout ratio is presently 7.33%.

Analysts Set New Price Targets

A number of equities analysts have commented on VRT shares. Morgan Stanley reissued an “overweight” rating and set a $285.00 target price on shares of Vertiv in a report on Friday, February 13th. Evercore reiterated an “outperform” rating and issued a $280.00 target price on shares of Vertiv in a report on Wednesday, February 11th. Deutsche Bank Aktiengesellschaft reaffirmed a “buy” rating and set a $281.00 price target on shares of Vertiv in a research report on Thursday, February 12th. Oppenheimer reiterated an “outperform” rating and issued a $270.00 price objective on shares of Vertiv in a research report on Thursday, February 12th. Finally, Citigroup raised their target price on Vertiv from $220.00 to $286.00 and gave the stock a “buy” rating in a research note on Thursday, February 12th. One research analyst has rated the stock with a Strong Buy rating, nineteen have issued a Buy rating, two have given a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus target price of $230.28.

Key Stories Impacting Vertiv

Here are the key news stories impacting Vertiv this week:

• Positive Sentiment: S&P 500 inclusion will create mechanical, index-driven demand (forced buying by ETFs and index funds) and has already helped push the stock to multi‑week/52‑week highs. This is the primary near‑term driver supporting the stock. Vertiv Stock Jumps 8% After S&P 500 Inclusion
• Positive Sentiment: Underlying fundamentals back the technical rally: recent quarterly results beat EPS estimates, management has raised FY guidance, and the business is benefiting from strong AI/data‑center demand (large order backlog for power/cooling equipment), which supports continued revenue visibility. Vertiv Rises on S&P 500 Inclusion Announcement
• Neutral Sentiment: Company announced a small quarterly dividend (annualized yield ~0.1%; ex‑dividend March 17). This is modest income support but not a major valuation driver.
• Neutral Sentiment: Positive analyst/media coverage and inclusion on “AI/megatrend” lists are increasing visibility among long‑term investors, which can help sustain interest beyond the technical index effect. 4 Top Stocks Long-Term Investors Should Buy in March
• Negative Sentiment: Insider selling: Director Edward L. Monser sold 77,294 shares (large block) in early March, reducing his holding by ~82%. While insider sales can be seen as a red flag, the S&P inclusion and institutional inflows are likely to dwarf this as a near‑term market force. SEC Filing – Insider Sale

Insider Transactions at Vertiv

In other Vertiv news, Director Roger Fradin sold 101,666 shares of Vertiv stock in a transaction dated Friday, February 27th. The stock was sold at an average price of $252.13, for a total value of $25,633,048.58. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. Also, Director Jan Van Dokkum sold 38,647 shares of the business’s stock in a transaction dated Thursday, February 26th. The stock was sold at an average price of $254.87, for a total transaction of $9,849,960.89. Following the sale, the director owned 25,000 shares in the company, valued at $6,371,750. This trade represents a 60.72% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last three months, insiders have sold 489,761 shares of company stock worth $123,356,815. 5.01% of the stock is owned by corporate insiders.

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.