Vertiv Holdings Co. $VRT Shares Purchased by Franklin Resources Inc.

Franklin Resources Inc. increased its holdings in Vertiv Holdings Co. (NYSE:VRT) by 6.1% in the 3rd quarter, according to its most recent disclosure with the SEC. The firm owned 1,122,130 shares of the company’s stock after acquiring an additional 64,755 shares during the period. Franklin Resources Inc.’s holdings in Vertiv were worth $169,285,000 at the end of the most recent quarter.

Several other large investors have also modified their holdings of VRT. Financial Management Professionals Inc. raised its holdings in Vertiv by 1,560.0% in the 3rd quarter. Financial Management Professionals Inc. now owns 166 shares of the company’s stock valued at $25,000 after buying an additional 156 shares during the period. Pacer Advisors Inc. grew its stake in shares of Vertiv by 67.6% in the third quarter. Pacer Advisors Inc. now owns 171 shares of the company’s stock valued at $26,000 after buying an additional 69 shares in the last quarter. True Wealth Design LLC boosted its holdings in Vertiv by 54.0% during the 3rd quarter. True Wealth Design LLC now owns 194 shares of the company’s stock valued at $29,000 after acquiring an additional 68 shares during the period. Quent Capital LLC acquired a new position in Vertiv in the 3rd quarter valued at about $30,000. Finally, Promus Capital LLC acquired a new position in Vertiv in the 2nd quarter valued at about $26,000. Institutional investors and hedge funds own 89.92% of the company’s stock.

Insider Activity at Vertiv

In other news, Director Edward L. Monser sold 77,294 shares of the company’s stock in a transaction on Friday, March 6th. The shares were sold at an average price of $245.49, for a total transaction of $18,974,904.06. Following the transaction, the director directly owned 16,500 shares of the company’s stock, valued at $4,050,585. This represents a 82.41% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, Chairman David M. Cote sold 40,000 shares of the company’s stock in a transaction dated Thursday, February 26th. The stock was 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 in the company, valued at $5,682,244.82. The trade was a 64.25% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last ninety days, insiders sold 489,761 shares of company stock worth $123,356,815. 2.63% of the stock is currently owned by insiders.

Vertiv Stock Performance

Shares of VRT opened at $265.33 on Friday. The stock has a market capitalization of $101.52 billion, a P/E ratio of 77.81, a P/E/G ratio of 1.35 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 $276.78. The company’s fifty day moving average is $211.54 and its two-hundred day moving average is $179.31.

Vertiv (NYSE:VRT) last released its earnings results on Wednesday, February 11th. The company reported $1.36 EPS for the quarter, topping the consensus estimate of $1.29 by $0.07. The company had revenue of $2.88 billion during the quarter, compared to analysts’ expectations of $2.89 billion. Vertiv had a net margin of 13.03% and a return on equity of 49.55%. The business’s revenue was up 22.7% on a year-over-year basis. During the same quarter last year, the business 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. On average, sell-side analysts predict that Vertiv Holdings Co. will post 3.59 earnings per share for the current year.

Vertiv Announces Dividend

The firm 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. The ex-dividend date 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 7.33%.

Key Stories Impacting Vertiv

Here are the key news stories impacting Vertiv this week:

• Positive Sentiment: Vertiv launched the OneCore digital‑twin platform aimed at accelerating high‑density AI data center builds — a product move that directly targets the fast‑growing AI infrastructure market and supports revenue leverage over coming years. Vertiv (VRT) Debuts OneCore Digital Twin Platform for AI Data Centers
• Positive Sentiment: High‑profile bullish coverage (including Jim Cramer) and positive features highlight Vertiv as a top AI/data‑center play, which tends to attract momentum and retail/trading flows. Jim Cramer on Vertiv Holdings: “What a Stock, What a Company”
• Positive Sentiment: Analyst and media coverage emphasizes Vertiv’s outperformance versus peers on execution and AI tailwinds — articles argue the company is outpacing competitors, supporting a longer‑term growth narrative. Why Vertiv Is Outpacing Every Competitor
• Positive Sentiment: Multiple analyst‑focused pieces (Zacks, Yahoo synthesis) highlight recent rally among AI‑infrastructure names and flag Vertiv as carrying favorable momentum/rankings, implying further upside potential if AI capex continues. The Zacks Analyst Blog Vertiv, HubSpot, Dell, Keysight and Cognex
• Positive Sentiment: MarketBeat included Vertiv among megatrend beneficiaries (AI, cloud, clean energy), reinforcing the structural demand story for data‑center infrastructure over the next decade. Megatrends Still Matter: 3 Growth Stocks for the Next 10 Years (VRT)
• Neutral Sentiment: Coverage assessing valuation and consensus ratings notes a consensus around a “moderate buy” and elevated multiples (reflecting growth expectations). This keeps the stock vulnerable to changes in execution or interest‑rate sentiment. Vertiv Holdings Co. (NYSE:VRT) Receives Average Rating of “Moderate Buy” from Analysts
• Negative Sentiment: A company director sold about $18.97 million of VRT stock — a large insider sale that likely triggered near‑term selling/lock‑in by other holders and contributed to downward pressure on the share price today. Vertiv (NYSE:VRT) Director Sells $18,974,904.06 in Stock

Analysts Set New Price Targets

A number of analysts have recently weighed in on the company. Weiss Ratings raised Vertiv from a “hold (c+)” rating to a “buy (b-)” rating in a research report on Friday, February 13th. Oppenheimer reiterated an “outperform” rating and issued a $270.00 price target on shares of Vertiv 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. Morgan Stanley restated an “overweight” rating and issued a $285.00 target price on shares of Vertiv in a report on Friday, February 13th. Finally, Deutsche Bank Aktiengesellschaft reiterated a “buy” rating and set a $281.00 price target on shares of Vertiv in a research note on Thursday, February 12th. One investment analyst has rated the stock with a Strong Buy rating, nineteen have given a Buy rating, two have given a Hold rating and one has given a Sell rating to the company’s stock. According to MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target 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.