Oak Thistle LLC Invests $1.15 Million in Vertiv Holdings Co. $VRT

Oak Thistle LLC purchased a new position in Vertiv Holdings Co. (NYSE:VRT) during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor purchased 7,069 shares of the company’s stock, valued at approximately $1,145,000.

Other institutional investors have also recently made changes to their positions in the company. Financial Management Professionals Inc. increased its holdings in shares of Vertiv by 1,560.0% in the 3rd quarter. Financial Management Professionals Inc. now owns 166 shares of the company’s stock worth $25,000 after buying an additional 156 shares during the last quarter. Promus Capital LLC bought a new position in shares of Vertiv in the 2nd quarter worth $26,000. Pacer Advisors Inc. increased its holdings in shares of Vertiv by 67.6% in the 3rd quarter. Pacer Advisors Inc. now owns 171 shares of the company’s stock worth $26,000 after buying an additional 69 shares during the last quarter. True Wealth Design LLC increased its holdings in shares of Vertiv by 54.0% in the 3rd quarter. True Wealth Design LLC now owns 194 shares of the company’s stock worth $29,000 after buying an additional 68 shares during the last quarter. Finally, Park Place Capital Corp increased its holdings in shares of 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 during the last quarter. Institutional investors own 89.92% of the company’s stock.

Key Headlines Impacting Vertiv

Here are the key news stories impacting Vertiv this week:

• Positive Sentiment: Analyst comparison argues Vertiv’s surging AI-driven orders, a partnership ecosystem (including strong ties to NVIDIA) and a booming backlog position VRT as a top AI‑infrastructure play versus peers, supporting upside thesis. Vertiv vs. Teradyne: Which AI Infrastructure Stock Is The Better Buy?
• Positive Sentiment: Coverage highlights strong international expansion and AI data‑center demand: company posted ~26% organic growth, ~$10.2B sales and is adding Americas capacity while guiding for robust growth in 2026—factors that underwrite revenue upside. Vertiv Benefits From Strong International Expansion: More Upside Ahead?
• Positive Sentiment: Proprietary models/price‑target pieces remain bullish after a >300% 12‑month rally; one outlet issues a BUY and a mid‑to‑high target that implies further upside, reinforcing investor optimism. Vertiv Holdings (VRT) Stock Price Prediction
• Neutral Sentiment: Vertiv is running an AI Innovation Roadshow (virtual for Africa), which supports marketing and international customer engagement but is not an immediate earnings driver. Vertiv AI Innovation Roadshow returns to Africa as virtual event
• Neutral Sentiment: Analyst note roundup provides broader industrial sector context on Vertiv; useful for trend reading but contains mixed/summary views rather than new, market‑moving data. Analysts Offer Insights on Industrial Goods Companies: Howmet Aerospace (HWM) and Vertiv Holdings (VRT)
• Neutral Sentiment: Vertiv scheduled its Q1 2026 earnings release and conference call for April 22 — a near‑term catalyst that could amplify the stock’s move depending on guidance vs. consensus. Vertiv Announces Date Of First Quarter 2026 Earnings Release And Conference Call
• Negative Sentiment: Valuation and volatility risks: VRT’s high forward P/E and rapid run‑up mean expectations are elevated; any guidance shortfall or slowdown in AI orders could prompt a pullback (a risk mentioned implicitly in some analyst discussions). No direct article link — valuation context from market data

Insider Transactions at Vertiv

In other news, 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 of the company’s stock, valued at approximately $5,682,244.82. This trade represents a 64.25% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through the SEC website. Also, Director Jan Van Dokkum sold 38,647 shares of the firm’s 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 sale, the director directly owned 25,000 shares of the company’s stock, valued at approximately $6,371,750. This represents a 60.72% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders sold 489,761 shares of company stock worth $123,356,815. 2.63% of the stock is owned by corporate insiders.

Vertiv Price Performance

Shares of Vertiv stock opened at $287.40 on Friday. The firm has a market cap of $109.96 billion, a PE ratio of 84.28, a price-to-earnings-growth ratio of 1.42 and a beta of 2.04. Vertiv Holdings Co. has a 12-month low of $65.68 and a 12-month high of $291.00. The company has a quick ratio of 1.22, a current ratio of 1.55 and a debt-to-equity ratio of 0.73. The company’s fifty day simple moving average is $245.65 and its two-hundred day simple moving average is $197.52.

Vertiv (NYSE:VRT) last announced its quarterly earnings results 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 business had revenue of $2.88 billion for the quarter, compared to analyst estimates of $2.89 billion. Vertiv had a net margin of 13.03% and a return on equity of 49.55%. The company’s revenue was up 22.7% on a year-over-year basis. During the same quarter last year, the firm 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. As a group, equities analysts expect that Vertiv Holdings Co. will post 3.59 EPS for the current year.

Vertiv Dividend Announcement

The business also recently announced a quarterly dividend, which was paid on Thursday, March 26th. Stockholders of record on Tuesday, March 17th were given a $0.0625 dividend. This represents a $0.25 annualized dividend and a dividend yield of 0.1%. The ex-dividend date of this dividend was Tuesday, March 17th. Vertiv’s dividend payout ratio (DPR) is currently 7.33%.

Wall Street Analyst Weigh In

VRT has been the topic of a number of research analyst reports. Morgan Stanley reissued an “overweight” rating and issued a $285.00 price target on shares of Vertiv in a report on Friday, February 13th. Evercore reaffirmed an “outperform” rating and set a $280.00 target price on shares of Vertiv in a report on Wednesday, February 11th. Barclays increased their target price on shares of Vertiv from $281.00 to $300.00 and gave the company an “overweight” rating in a report on Wednesday, April 1st. Royal Bank Of Canada increased their target price on shares of Vertiv from $200.00 to $266.00 and gave the company an “outperform” rating in a report on Thursday, February 12th. Finally, Roth Mkm reaffirmed a “buy” rating and set a $275.00 target price on shares of Vertiv in a report on Thursday, February 12th. One research analyst has rated the stock with a Strong Buy rating, twenty have issued a Buy rating, three have given a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat, Vertiv presently has an average rating of “Moderate Buy” and an average target price of $237.45.

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.