Vertiv Holdings Co. $VRT Stake Lowered by Westbourne Investments Inc.

Westbourne Investments Inc. reduced its stake in shares of Vertiv Holdings Co. (NYSE:VRT) by 13.0% during the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 24,305 shares of the company’s stock after selling 3,620 shares during the period. Vertiv accounts for 1.8% of Westbourne Investments Inc.’s investment portfolio, making the stock its 12th biggest holding. Westbourne Investments Inc.’s holdings in Vertiv were worth $3,938,000 as of its most recent filing with the Securities & Exchange Commission.

Several other institutional investors and hedge funds have also modified their holdings of the stock. Vanguard Group Inc. grew its holdings in shares of Vertiv by 2.2% during the 3rd quarter. Vanguard Group Inc. now owns 38,833,036 shares of the company’s stock valued at $5,858,352,000 after acquiring an additional 826,281 shares in the last quarter. State Street Corp grew its holdings in shares of Vertiv by 2.3% during the 3rd quarter. State Street Corp now owns 8,459,323 shares of the company’s stock valued at $1,276,173,000 after acquiring an additional 189,484 shares in the last quarter. American Century Companies Inc. grew its holdings in shares of Vertiv by 16.7% during the 3rd quarter. American Century Companies Inc. now owns 3,431,760 shares of the company’s stock valued at $517,715,000 after acquiring an additional 491,349 shares in the last quarter. Ameriprise Financial Inc. grew its holdings in shares of Vertiv by 49.5% during the 2nd quarter. Ameriprise Financial Inc. now owns 2,811,114 shares of the company’s stock valued at $361,033,000 after acquiring an additional 930,158 shares in the last quarter. Finally, Bank of New York Mellon Corp grew its holdings in shares of Vertiv by 1.6% during the 3rd quarter. Bank of New York Mellon Corp now owns 2,143,067 shares of the company’s stock valued at $323,303,000 after acquiring an additional 33,012 shares in the last quarter. 89.92% of the stock is currently owned by hedge funds and other institutional investors.

Wall Street Analysts Forecast Growth

Several equities analysts have recently commented on VRT shares. Mizuho boosted their price target on shares of Vertiv from $198.00 to $290.00 and gave the company an “outperform” rating in a report on Thursday, February 12th. Oppenheimer restated an “outperform” rating and set a $270.00 price target on shares of Vertiv in a report on Thursday, February 12th. Wall Street Zen cut shares of Vertiv from a “strong-buy” rating to a “buy” rating in a report on Saturday, March 14th. HSBC began coverage on shares of Vertiv in a report on Wednesday, March 25th. They issued a “buy” rating and a $325.00 price objective for the company. Finally, Evercore reiterated an “outperform” rating and issued a $280.00 price objective on shares of Vertiv in a report on Wednesday, February 11th. One analyst has rated the stock with a Strong Buy rating, twenty have given a Buy rating, three have issued a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus price target of $237.45.

Vertiv Trading Up 7.1%

Shares of NYSE:VRT opened at $280.84 on Thursday. The stock has a market capitalization of $107.45 billion, a PE ratio of 82.36, a P/E/G ratio of 1.32 and a beta of 2.04. Vertiv Holdings Co. has a 1 year low of $61.28 and a 1 year high of $285.60. The firm has a fifty day moving average price of $243.80 and a 200 day moving average price of $196.89. The company has a current ratio of 1.55, a quick ratio of 1.22 and a debt-to-equity ratio of 0.73.

Vertiv (NYSE:VRT) last issued its quarterly earnings data on Wednesday, February 11th. The company reported $1.36 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.29 by $0.07. The firm 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%. Vertiv’s revenue for the quarter was up 22.7% on a year-over-year basis. During the same period in the prior year, the company posted $0.99 earnings per share. Vertiv has set its Q1 2026 guidance at 0.950-1.010 EPS and its FY 2026 guidance at 5.970-6.070 EPS. Analysts expect that Vertiv Holdings Co. will post 3.59 EPS for the current fiscal year.

Vertiv Dividend Announcement

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

Insider Activity

In other Vertiv news, Director Jan Van Dokkum sold 38,647 shares of the business’s 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 completion of the transaction, the director owned 25,000 shares of the company’s stock, valued at $6,371,750. The trade was a 60.72% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, Director Edward L. Monser sold 77,294 shares of the business’s stock in a transaction on Friday, March 6th. The stock was 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 approximately $4,050,585. This represents a 82.41% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last 90 days, insiders have sold 489,761 shares of company stock worth $123,356,815. Insiders own 2.63% of the company’s stock.

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.