Vertiv Holdings Co. $VRT Position Increased by Ceredex Value Advisors LLC

Ceredex Value Advisors LLC boosted its holdings in Vertiv Holdings Co. (NYSE:VRT) by 87.7% in the third quarter, according to its most recent Form 13F filing with the SEC. The fund owned 476,277 shares of the company’s stock after purchasing an additional 222,527 shares during the period. Vertiv comprises 1.7% of Ceredex Value Advisors LLC’s portfolio, making the stock its 2nd largest position. Ceredex Value Advisors LLC owned 0.12% of Vertiv worth $71,851,000 as of its most recent SEC filing.

Other hedge funds have also recently bought and sold shares of the company. Bank of Montreal Can increased its holdings in Vertiv by 39.7% during the 3rd quarter. Bank of Montreal Can now owns 304,965 shares of the company’s stock worth $46,007,000 after purchasing an additional 86,614 shares during the last quarter. Legal & General Group Plc grew its position in shares of Vertiv by 5.2% during the third quarter. Legal & General Group Plc now owns 2,110,852 shares of the company’s stock worth $318,443,000 after buying an additional 104,921 shares in the last quarter. Vestcor Inc grew its position in shares of Vertiv by 0.6% during the third quarter. Vestcor Inc now owns 15,501 shares of the company’s stock worth $2,338,000 after buying an additional 89 shares in the last quarter. LGT Group Foundation increased its stake in shares of Vertiv by 1.4% in the third quarter. LGT Group Foundation now owns 40,726 shares of the company’s stock worth $6,581,000 after buying an additional 563 shares during the last quarter. Finally, Russell Investments Group Ltd. raised its holdings in Vertiv by 4.1% in the third quarter. Russell Investments Group Ltd. now owns 548,887 shares of the company’s stock valued at $81,938,000 after acquiring an additional 21,804 shares in the last quarter. Institutional investors and hedge funds own 89.92% of the company’s stock.

Vertiv News Summary

Here are the key news stories impacting Vertiv this week:

• Positive Sentiment: S&P 500 inclusion creates forced institutional demand (mechanical ETF/index buying) and has already pushed the stock to multi‑week/52‑week highs — this is the primary near‑term price driver. Read More.
• Positive Sentiment: Fundamentals support the rally: recent quarter beat EPS expectations, management set FY26 guidance that implies continued growth, and Vertiv cites a large order backlog tied to AI/data‑center power and cooling demand — providing revenue visibility beyond the index effect. Read More.
• Neutral Sentiment: Small quarterly dividend declared (annualized ~$0.25, ~0.1% yield; ex‑dividend March 17). It marginally supports income‑oriented holders but is not a material valuation driver.
• Neutral Sentiment: Elevated analyst/media coverage and inclusion on “AI/megatrend” lists are raising investor visibility and may sustain interest after the initial index buying. Read More.
• Negative Sentiment: Insider selling: Director Edward L. Monser sold 77,294 shares (~$19M) in early March, cutting his stake by ~82%. Large insider sales can raise governance/conviction questions for some investors, though the S&P inclusion and institutional flows are likely the dominant near‑term forces. Read More.

Vertiv Stock Performance

VRT stock opened at $264.87 on Tuesday. The stock’s fifty day moving average is $205.25 and its two-hundred day moving average is $177.07. The stock has a market capitalization of $101.34 billion, a price-to-earnings ratio of 77.68, a PEG ratio of 1.22 and a beta of 2.02. 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.

Vertiv (NYSE:VRT) last issued its quarterly earnings data 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. Vertiv had a net margin of 13.03% and a return on equity of 49.55%. The firm had revenue of $2.88 billion for the quarter, compared to the consensus estimate of $2.89 billion. During the same period last year, the firm posted $0.99 EPS. Vertiv’s quarterly 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. On average, research analysts predict that Vertiv Holdings Co. will post 3.59 EPS for the current year.

Vertiv Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Thursday, March 26th. Investors of record on Tuesday, March 17th will be issued a dividend of $0.0625 per share. 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 presently 7.33%.

Insider Activity at Vertiv

In related news, Director Jan Van Dokkum sold 38,647 shares of Vertiv stock in a transaction dated Thursday, February 26th. The stock was sold at an average price of $254.87, for a total value of $9,849,960.89. Following the transaction, the director owned 25,000 shares of the company’s stock, valued at approximately $6,371,750. This trade represents a 60.72% decrease in their position. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, Chairman David M. Cote sold 40,000 shares of the business’s stock in a transaction on Thursday, February 26th. The shares were sold at an average price of $255.29, for a total transaction of $10,211,600.00. Following the sale, the chairman directly owned 22,258 shares in the company, valued at approximately $5,682,244.82. This trade represents a 64.25% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold 489,761 shares of company stock valued at $123,356,815 over the last ninety days. Company insiders own 5.01% of the company’s stock.

Analysts Set New Price Targets

Several research analysts have weighed in on VRT shares. Evercore reissued an “outperform” rating and set a $280.00 price objective on shares of Vertiv in a report on Wednesday, February 11th. Morgan Stanley reaffirmed an “overweight” rating and set a $285.00 price target on shares of Vertiv in a research report on Friday, February 13th. JPMorgan Chase & Co. cut their price objective on Vertiv from $230.00 to $225.00 and set an “overweight” rating on the stock in a research note on Friday, January 16th. Deutsche Bank Aktiengesellschaft reaffirmed a “buy” rating and set a $281.00 target price on shares of Vertiv in a report on Thursday, February 12th. Finally, The Goldman Sachs Group boosted their price target on Vertiv from $204.00 to $277.00 and gave the company a “buy” rating in a report on Thursday, February 12th. One investment 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 assigned a Sell rating to the company’s stock. According to MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price 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.