Vertiv Holdings Co. $VRT Position Boosted by NewEdge Wealth LLC

NewEdge Wealth LLC increased its holdings in Vertiv Holdings Co. (NYSE:VRT) by 52.5% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 11,227 shares of the company’s stock after buying an additional 3,865 shares during the quarter. NewEdge Wealth LLC’s holdings in Vertiv were worth $1,819,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also added to or reduced their stakes in the company. Park Place Capital Corp grew its holdings in Vertiv by 624.0% in the 4th quarter. Park Place Capital Corp now owns 181 shares of the company’s stock worth $29,000 after buying an additional 156 shares in the last quarter. Kohmann Bosshard Financial Services LLC bought a new position in Vertiv during the 4th quarter valued at $29,000. Quent Capital LLC bought a new position in Vertiv during the 3rd quarter valued at $30,000. Measured Wealth Private Client Group LLC bought a new position in Vertiv during the 3rd quarter valued at $30,000. Finally, Foster Dykema Cabot & Partners LLC bought a new position in Vertiv during the 3rd quarter valued at $31,000. 89.92% of the stock is owned by institutional investors.

Analysts Set New Price Targets

A number of equities analysts have issued reports on VRT shares. Weiss Ratings lowered Vertiv from a “buy (b)” rating to a “buy (b-)” rating in a research note on Friday, April 24th. TD Cowen increased their price target on Vertiv from $269.00 to $347.00 and gave the company a “buy” rating in a research note on Thursday, April 23rd. Morgan Stanley increased their price target on Vertiv from $285.00 to $350.00 and gave the company an “overweight” rating in a research note on Thursday, April 23rd. Zacks Research lowered Vertiv from a “strong-buy” rating to a “hold” rating in a research note on Monday, April 13th. Finally, Deutsche Bank Aktiengesellschaft reaffirmed a “buy” rating and set a $281.00 price target on shares of Vertiv in a research note on Thursday, February 12th. Twenty-one research analysts have rated the stock with a Buy rating, four have issued a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average price target of $284.86.

Vertiv Price Performance

VRT opened at $369.94 on Thursday. The stock has a fifty day moving average of $288.63 and a 200-day moving average of $222.98. The firm has a market capitalization of $142.10 billion, a P/E ratio of 92.95, a PEG ratio of 1.57 and a beta of 2.09. Vertiv Holdings Co. has a 12-month low of $101.00 and a 12-month high of $377.77. The company has a quick ratio of 1.15, a current ratio of 1.49 and a debt-to-equity ratio of 0.69.

Vertiv (NYSE:VRT) last released its earnings results on Wednesday, April 22nd. The company reported $1.17 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.00 by $0.17. Vertiv had a return on equity of 49.90% and a net margin of 14.37%.The company had revenue of $2.65 billion during the quarter, compared to analyst estimates of $2.63 billion. During the same quarter in the prior year, the company earned $0.64 earnings per share. The company’s revenue for the quarter was up 30.1% on a year-over-year basis. Vertiv has set its Q2 2026 guidance at 1.370-1.430 EPS and its FY 2026 guidance at 6.300-6.400 EPS. Equities analysts forecast that Vertiv Holdings Co. will post 6.42 EPS for the current fiscal year.

Vertiv Dividend Announcement

The firm also recently announced a quarterly dividend, which was paid on Thursday, March 26th. Shareholders of record on Tuesday, March 17th were given a dividend of $0.0625 per share. This represents a $0.25 annualized dividend and a yield of 0.1%. The ex-dividend date of this dividend was Tuesday, March 17th. Vertiv’s dividend payout ratio is presently 6.28%.

Insider Activity

In other Vertiv news, Director Jan Van Dokkum sold 38,647 shares of the stock in a transaction on Thursday, February 26th. The shares were sold at an average price of $254.87, for a total transaction of $9,849,960.89. Following the transaction, the director directly owned 25,000 shares of the company’s stock, valued at $6,371,750. This represents a 60.72% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available through the SEC website. Also, Chairman David M. Cote sold 40,000 shares of the firm’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 completion of the sale, the chairman directly owned 22,258 shares in the company, valued at approximately $5,682,244.82. This represents a 64.25% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last three months, insiders sold 489,761 shares of company stock valued at $123,356,815. Corporate insiders own 1.10% of the company’s stock.

Key Headlines Impacting Vertiv

Here are the key news stories impacting Vertiv this week:

• Positive Sentiment: Multiple recent articles highlight Vertiv as a key “picks-and-shovels” AI infrastructure play, especially in cooling, power, and grid-to-chip systems, supporting the stock’s momentum. Why Vertiv (VRT) Sits Inside the Grid-to-Chip Power Chain for AI Infrastructure
• Positive Sentiment: Vertiv’s acquisition of Strategic Thermal Labs adds liquid-cooling expertise and strengthens its offering for high-density AI data centers, which investors see as a long-term growth driver. Why Vertiv (VRT) Is Becoming More Important to AI Data Center Buildouts
• Positive Sentiment: Analyst coverage remains constructive, with reports noting Wall Street’s buy consensus and a Citi price-target increase, reinforcing confidence in Vertiv’s earnings and demand outlook. Vertiv Holdings (VRT) Price Target Increased by Citi to $141
• Positive Sentiment: Vertiv also drew attention as one of the strongest AI-related infrastructure names, with momentum investors rotating into industrial picks-and-shovels beneficiaries. Beyond NVIDIA: Picks-and-Shovels AI Plays with Strong Momentum
• Neutral Sentiment: The company announced an upcoming investor conference for May 19-20, which could provide new guidance or updates, but the event itself is not an immediate catalyst. Vertiv to Host Investor Conference on May 19 – 20, 2026

About Vertiv

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.