Bamco Inc. NY Sells 499,957 Shares of Vertiv Holdings Co. $VRT

Bamco Inc. NY lessened its stake in shares of Vertiv Holdings Co. (NYSE:VRT) by 19.4% in the third quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 2,070,643 shares of the company’s stock after selling 499,957 shares during the quarter. Vertiv makes up approximately 0.8% of Bamco Inc. NY’s portfolio, making the stock its 22nd biggest position. Bamco Inc. NY owned 0.54% of Vertiv worth $312,377,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also recently made changes to their positions in the company. CreativeOne Wealth LLC grew its holdings in Vertiv by 187.8% in the 3rd quarter. CreativeOne Wealth LLC now owns 10,646 shares of the company’s stock worth $1,606,000 after acquiring an additional 6,947 shares during the last quarter. Abundance Wealth Counselors raised its stake in shares of Vertiv by 313.7% during the third quarter. Abundance Wealth Counselors now owns 10,165 shares of the company’s stock valued at $1,533,000 after acquiring an additional 7,708 shares during the last quarter. Union Bancaire Privee UBP SA raised its stake in shares of Vertiv by 35.5% during the third quarter. Union Bancaire Privee UBP SA now owns 272,608 shares of the company’s stock valued at $41,126,000 after acquiring an additional 71,361 shares during the last quarter. Plato Investment Management Ltd boosted its holdings in shares of Vertiv by 272.7% during the third quarter. Plato Investment Management Ltd now owns 8,825 shares of the company’s stock worth $1,321,000 after purchasing an additional 6,457 shares during the period. Finally, KLP Kapitalforvaltning AS boosted its holdings in shares of Vertiv by 5.5% during the third quarter. KLP Kapitalforvaltning AS now owns 143,100 shares of the company’s stock worth $21,588,000 after purchasing an additional 7,400 shares during the period. Institutional investors own 89.92% of the company’s stock.

Analyst Upgrades and Downgrades

A number of brokerages recently issued reports on VRT. Roth Mkm restated a “buy” rating and set a $275.00 price target on shares of Vertiv in a report on Thursday, February 12th. Deutsche Bank Aktiengesellschaft reiterated a “buy” rating and issued a $281.00 price objective on shares of Vertiv in a report on Thursday, February 12th. Mizuho boosted their target price on Vertiv from $198.00 to $290.00 and gave the company an “outperform” rating in a research note on Thursday, February 12th. Weiss Ratings upgraded Vertiv from a “hold (c+)” rating to a “buy (b-)” rating in a report on Friday, February 13th. Finally, Wolfe Research lowered Vertiv from an “outperform” rating to a “peer perform” rating in a research note on Tuesday, December 9th. One investment analyst has rated the stock with a Strong Buy rating, nineteen have given a Buy rating, two have assigned a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus price target of $230.28.

Vertiv Stock Performance

Shares of VRT opened at $258.80 on Friday. The company has a 50-day simple moving average of $213.20 and a two-hundred day simple moving average of $180.61. 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 market capitalization of $99.02 billion, a PE ratio of 75.89, a price-to-earnings-growth ratio of 1.31 and a beta of 2.02. Vertiv Holdings Co. has a one year low of $53.60 and a one year high of $276.78.

Vertiv (NYSE:VRT) last posted its earnings results on Wednesday, February 11th. The company reported $1.36 earnings per share for the quarter, topping analysts’ consensus estimates of $1.29 by $0.07. Vertiv had a return on equity of 49.55% and a net margin of 13.03%.The firm had revenue of $2.88 billion for the quarter, compared to the consensus estimate of $2.89 billion. During the same quarter in the prior year, the business earned $0.99 EPS. The business’s revenue for the quarter 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. On average, analysts anticipate that Vertiv Holdings Co. will post 3.59 EPS for the current fiscal year.

Vertiv Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Thursday, March 26th. Investors of record on Tuesday, March 17th will be paid a $0.0625 dividend. This represents a $0.25 annualized dividend and a yield of 0.1%. The ex-dividend date of this dividend is Tuesday, March 17th. Vertiv’s dividend payout ratio is presently 7.33%.

Insiders Place Their Bets

In other news, Chairman David M. Cote sold 40,000 shares of the company’s stock in a transaction dated Thursday, February 26th. The shares were sold at an average price of $255.29, for a total value of $10,211,600.00. Following the sale, the chairman directly owned 22,258 shares of the company’s stock, valued at $5,682,244.82. This represents a 64.25% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through the SEC website. Also, Director Jan Van Dokkum sold 38,647 shares of the 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 completion of the transaction, the director owned 25,000 shares of the company’s stock, valued at approximately $6,371,750. The trade was a 60.72% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold 489,761 shares of company stock valued at $123,356,815 in the last 90 days. Corporate insiders own 2.63% of the company’s stock.

Key Stories Impacting Vertiv

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

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.