National Wealth Management Group LLC Acquires Shares of 5,614 Vertiv Holdings Co. $VRT

National Wealth Management Group LLC bought a new position in Vertiv Holdings Co. (NYSE:VRT) in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund bought 5,614 shares of the company’s stock, valued at approximately $910,000.

A number of other large investors also recently modified their holdings of the stock. Vanguard Group Inc. raised its position in Vertiv by 2.2% in the 3rd quarter. Vanguard Group Inc. now owns 38,833,036 shares of the company’s stock worth $5,858,352,000 after purchasing an additional 826,281 shares during the last quarter. State Street Corp boosted its position in Vertiv by 2.3% in the 3rd quarter. State Street Corp now owns 8,459,323 shares of the company’s stock valued at $1,276,173,000 after buying an additional 189,484 shares during the last quarter. Invesco Ltd. boosted its position in Vertiv by 20.9% in the 2nd quarter. Invesco Ltd. now owns 5,931,488 shares of the company’s stock valued at $761,662,000 after buying an additional 1,024,634 shares during the last quarter. Norges Bank acquired a new stake in shares of Vertiv in the 2nd quarter valued at $538,132,000. Finally, Winslow Capital Management LLC bought a new stake in shares of Vertiv during the second quarter worth $459,284,000. 89.92% of the stock is currently owned by institutional investors and hedge funds.

Wall Street Analyst Weigh In

Several brokerages have recently issued reports on VRT. Citigroup upped their price target on Vertiv from $220.00 to $286.00 and gave the company a “buy” rating in a research note on Thursday, February 12th. JPMorgan Chase & Co. lowered their price objective on Vertiv from $230.00 to $225.00 and set an “overweight” rating for the company in a research report on Friday, January 16th. Roth Mkm restated a “buy” rating and set a $275.00 target price on shares of Vertiv in a research report on Thursday, February 12th. Mizuho raised their target price on shares of Vertiv from $198.00 to $290.00 and gave the company an “outperform” rating in a research note on Thursday, February 12th. Finally, The Goldman Sachs Group raised their target price on shares of Vertiv from $204.00 to $277.00 and gave the company a “buy” rating in a research note on Thursday, February 12th. One analyst has rated the stock with a Strong Buy rating, twenty have given a Buy rating, two have assigned a Hold rating and one has given a Sell rating to the company. According to MarketBeat, the company has an average rating of “Moderate Buy” and an average target price of $235.26.

Insider Buying and Selling at Vertiv

In related news, Director Steven Reinemund sold 65,000 shares of Vertiv stock in a transaction that occurred on Thursday, February 26th. The shares were sold at an average price of $253.95, for a total transaction of $16,506,750.00. Following the transaction, the director owned 68,333 shares of the company’s stock, valued at $17,353,165.35. This trade represents a 48.75% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this link. Also, Chairman David M. Cote sold 40,000 shares of the business’s stock in a transaction that occurred 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 transaction, the chairman owned 22,258 shares of the company’s stock, valued at approximately $5,682,244.82. This represents a 64.25% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold 489,761 shares of company stock worth $123,356,815 over the last ninety days. 2.63% of the stock is owned by corporate insiders.

Vertiv Stock Up 1.9%

NYSE:VRT opened at $276.03 on Thursday. The company has a quick ratio of 1.22, a current ratio of 1.55 and a debt-to-equity ratio of 0.73. Vertiv Holdings Co. has a 12-month low of $53.60 and a 12-month high of $282.05. The stock’s fifty day simple moving average is $228.56 and its 200-day simple moving average is $188.36. The firm has a market capitalization of $105.61 billion, a P/E ratio of 80.95, a P/E/G ratio of 1.37 and a beta of 2.02.

Vertiv (NYSE:VRT) last released its quarterly earnings data on Wednesday, February 11th. The company reported $1.36 EPS for the quarter, beating 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 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 prior year, the company posted $0.99 earnings per share. The firm’s revenue 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. Equities research analysts expect that Vertiv Holdings Co. will post 3.59 earnings per share for the current year.

Vertiv Announces Dividend

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 given a $0.0625 dividend. This represents a $0.25 dividend on an annualized basis and a dividend yield of 0.1%. The ex-dividend date is Tuesday, March 17th. Vertiv’s dividend payout ratio (DPR) is currently 7.33%.

Key Headlines Impacting Vertiv

Here are the key news stories impacting Vertiv this week:

• Positive Sentiment: Inclusion in the S&P 500 is boosting demand for the stock as index funds and ETFs adjust holdings — a structural buyer that can support higher prices. As Vertiv Joins S&P 500
• Positive Sentiment: Vertiv agreed to acquire ThermoKey, expanding its heat-rejection and cooling portfolio for AI-ready data centers — a strategic tuck-in that strengthens product offering and addressable market in high-growth AI infrastructure. Vertiv to Acquire ThermoKey
• Positive Sentiment: Vertiv announced four new/expanded manufacturing facilities in the Americas to increase capacity for infrastructure, power and rack systems — this supports faster delivery and scale for AI/data-center demand. Manufacturing Capacity Expansion
• Positive Sentiment: HSBC initiated coverage with a Buy rating and $325 price target, providing fresh sell‑side validation and a ~18% upside reference point for investors. HSBC Initiates with Buy
• Neutral Sentiment: Multiple retail/coverage pieces (Zacks, Yahoo trending articles) highlight momentum and investor interest — these drive attention and flows but are less directly catalytic than index inclusion, M&A or capacity moves. Zacks Momentum Coverage
• Negative Sentiment: Short interest rose ~42.6% in March to ~8.9M shares (about 2.5% of float). While the short percentage is still modest, the jump increases potential volatility and the risk of short-term squeezes or amplified downside on negative news.

Vertiv Company 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.