Vertiv Holdings Co. $VRT Shares Purchased by TD Waterhouse Canada Inc.

TD Waterhouse Canada Inc. boosted its holdings in shares of Vertiv Holdings Co. (NYSE:VRT) by 3,803.1% in the fourth quarter, HoldingsChannel.com reports. The fund owned 44,534 shares of the company’s stock after buying an additional 43,393 shares during the quarter. TD Waterhouse Canada Inc.’s holdings in Vertiv were worth $7,211,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also made changes to their positions in the company. Financial Management Professionals Inc. boosted its stake in shares of Vertiv by 1,560.0% during the 3rd quarter. Financial Management Professionals Inc. now owns 166 shares of the company’s stock worth $25,000 after purchasing an additional 156 shares during the last quarter. Pacer Advisors Inc. grew its stake in shares of Vertiv by 67.6% during the 3rd quarter. Pacer Advisors Inc. now owns 171 shares of the company’s stock valued at $26,000 after buying an additional 69 shares during the period. True Wealth Design LLC increased its holdings in shares of Vertiv by 54.0% during 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. Park Place Capital Corp boosted its holdings in Vertiv by 624.0% in the fourth quarter. Park Place Capital Corp now owns 181 shares of the company’s stock valued at $29,000 after acquiring an additional 156 shares during the last quarter. Finally, Quent Capital LLC purchased a new stake in Vertiv during the third quarter valued at about $30,000. 89.92% of the stock is currently owned by hedge funds and other institutional investors.

Trending Headlines about Vertiv

Here are the key news stories impacting Vertiv this week:

• Positive Sentiment: Analysts and sector writeups rank Vertiv near the top of AI data‑center plays due to its deep‑cooling/liquid‑cooling portfolio and exposure to high‑density NVIDIA–class chips, reinforcing the view that Vertiv is a primary beneficiary of AI infrastructure spending. Is Vertiv Holdings (VRT) The Best AI Data Center Stock to Buy Right Now?
• Positive Sentiment: Multiple investor letters and coverage note that Vertiv significantly beat expectations in Q1 and issued guidance that was viewed as better than feared — these earnings/guidance beats and subsequent fund commentary have driven investor confidence and buying interest. Vertiv Holdings Co (VRT) Surged on Strong Results and Better-than-Expected Guidance
• Neutral Sentiment: Valuation comparisons and relative value pieces (e.g., Fujitsu vs. Vertiv) are prompting investors to reassess how expensive VRT looks versus other IT services/hardware names; these comparisons are informational and may lead to rotation but are not definitive buy/sell calls. FJTSY or VRT: Which Is the Better Value Stock Right Now?
• Neutral Sentiment: Macro/sector commentary on whether “red‑hot” AI stocks can sustain momentum places Vertiv in a broader context — helpful for timing but not specific to company fundamentals. Can These Red Hot AI Stocks Sustain Momentum?
• Neutral Sentiment: Comparative reviews and head‑to‑head pieces (e.g., with SoundHound AI) provide sector visibility but are unlikely to move the stock materially on their own. SoundHound AI (NASDAQ:SOUN) & Vertiv (NYSE:VRT) Head to Head Review
• Negative Sentiment: Jim Cramer says he “likes the company” but warns that Vertiv has had a huge run and its elevated levels warrant caution — a reminder to some investors about near‑term price risk and high valuation after the rally. Jim Cramer on Vertiv: “I Like the Company Very Much”

Vertiv Price Performance

NYSE:VRT opened at $314.48 on Tuesday. 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 business’s 50-day moving average price is $261.58 and its 200 day moving average price is $205.86. Vertiv Holdings Co. has a 52-week low of $65.93 and a 52-week high of $315.66. The firm has a market cap of $120.32 billion, a P/E ratio of 92.22, a PEG ratio of 1.55 and a beta of 2.04.

Vertiv (NYSE:VRT) last posted its quarterly earnings results on Wednesday, February 11th. The company reported $1.36 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.29 by $0.07. The company had revenue of $2.88 billion for the quarter, compared to analysts’ expectations of $2.89 billion. Vertiv had a return on equity of 49.55% and a net margin of 13.03%.The firm’s revenue was up 22.7% on a year-over-year basis. During the same quarter in the prior year, the company earned $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. As a group, sell-side analysts predict that Vertiv Holdings Co. will post 6.16 earnings per share for the current fiscal year.

Vertiv Dividend Announcement

The firm also recently declared a quarterly dividend, which was paid on Thursday, March 26th. Investors 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 payout ratio is presently 7.33%.

Insider Buying and Selling

In other news, Chairman David M. Cote sold 40,000 shares of the business’s stock in a transaction on 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. The trade was a 64.25% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, Director Jan Van Dokkum sold 38,647 shares of Vertiv stock in a transaction on 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 transaction, the director owned 25,000 shares in the company, valued at $6,371,750. This trade represents a 60.72% 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. 5.01% of the stock is currently owned by corporate insiders.

Analysts Set New Price Targets

A number of brokerages have weighed in on VRT. JPMorgan Chase & Co. dropped their price objective on Vertiv from $230.00 to $225.00 and set an “overweight” rating on the stock in a report on Friday, January 16th. Jefferies Financial Group reissued a “hold” rating and set a $260.00 price target (down from $280.00) on shares of Vertiv in a research report on Tuesday, March 31st. Evercore reaffirmed an “outperform” rating and issued a $350.00 price target on shares of Vertiv in a report on Monday. Deutsche Bank Aktiengesellschaft reissued a “buy” rating and set a $281.00 price objective on shares of Vertiv in a report on Thursday, February 12th. Finally, Wall Street Zen cut shares of Vertiv from a “strong-buy” rating to a “buy” rating in a research report on Saturday, March 14th. Twenty-one research analysts have rated the stock with a Buy rating, four have assigned a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat.com, Vertiv currently has a consensus rating of “Moderate Buy” and a consensus price target of $252.95.

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.