Kingdom Financial Group LLC. purchased a new position in shares of Vertiv Holdings Co. (NYSE:VRT – Free Report) during the fourth quarter, HoldingsChannel.com reports. The institutional investor purchased 1,677 shares of the company’s stock, valued at approximately $272,000.
A number of other large investors have also bought and sold shares of VRT. Park Place Capital Corp grew its position in Vertiv by 624.0% during the 4th quarter. Park Place Capital Corp now owns 181 shares of the company’s stock worth $29,000 after acquiring an additional 156 shares during the last quarter. Kohmann Bosshard Financial Services LLC bought a new stake in Vertiv during the 4th quarter worth approximately $29,000. Cullen Frost Bankers Inc. grew its position in Vertiv by 98.9% during the 4th quarter. Cullen Frost Bankers Inc. now owns 187 shares of the company’s stock worth $30,000 after acquiring an additional 93 shares during the last quarter. Measured Wealth Private Client Group LLC bought a new stake in Vertiv during the 3rd quarter worth approximately $30,000. Finally, Foster Dykema Cabot & Partners LLC bought a new stake in Vertiv during the 3rd quarter worth approximately $31,000. 89.92% of the stock is currently owned by institutional investors.
Key Vertiv News
Here are the key news stories impacting Vertiv this week:
- Positive Sentiment: Vertiv is being highlighted as a key AI infrastructure winner because its cooling equipment helps solve the heat problem in dense GPU data centers, supporting long-term demand. Is This AI Data Center Stock a Buy While the Market Panics About Oversupply?
- Positive Sentiment: Vertiv was included in a momentum-stock screen, suggesting it continues to show strong trend strength and earnings-growth characteristics that traders favor. Micron & 2 Other Momentum Stocks to Buy Now for Big Upside
- Neutral Sentiment: Articles focused on whether VRT can keep moving higher after earnings, but they did not point to a fresh catalyst; they mainly framed the stock as a momentum name being reassessed by investors. Vertiv (VRT) Up 0.5% Since Last Earnings Report: Can It Continue?
- Negative Sentiment: Some commentary raised valuation concerns, noting Vertiv’s strong run has pushed the stock to an elevated earnings multiple, which could limit upside if growth expectations cool. Jim Cramer on Vertiv: “At 53 Times Earnings, I Gotta Say No Thanks”
Vertiv Stock Up 1.4%
Vertiv (NYSE:VRT – Get Free Report) last announced its quarterly earnings data on Wednesday, April 22nd. The company reported $1.17 EPS for the quarter, beating analysts’ consensus estimates of $1.00 by $0.17. The firm had revenue of $2.65 billion for the quarter, compared to analyst estimates of $2.63 billion. Vertiv had a return on equity of 49.90% and a net margin of 14.37%.The business’s quarterly revenue was up 30.1% compared to the same quarter last year. During the same period last year, the company earned $0.64 EPS. Vertiv has set its Q2 2026 guidance at 1.370-1.430 EPS and its FY 2026 guidance at 6.300-6.400 EPS. On average, analysts predict that Vertiv Holdings Co. will post 6.42 earnings per share for the current year.
Vertiv Announces Dividend
The business also recently declared a quarterly dividend, which was paid on Thursday, March 26th. Stockholders of record on Tuesday, March 17th were paid a $0.0625 dividend. The ex-dividend date of this dividend was Tuesday, March 17th. This represents a $0.25 dividend on an annualized basis and a dividend yield of 0.1%. Vertiv’s dividend payout ratio is 6.28%.
Analyst Ratings Changes
A number of equities research analysts recently commented on the company. Loop Capital assumed coverage on Vertiv in a research report on Thursday, May 14th. They set a “buy” rating and a $500.00 price target on the stock. Zacks Research upgraded Vertiv from a “hold” rating to a “strong-buy” rating in a research report on Thursday. Bank of America increased their price objective on Vertiv from $370.00 to $440.00 and gave the company a “buy” rating in a research report on Friday, May 15th. HSBC initiated coverage on Vertiv in a research report on Wednesday, March 25th. They issued a “buy” rating and a $325.00 price objective on the stock. Finally, Jefferies Financial Group reiterated a “hold” rating and issued a $260.00 price objective (down from $280.00) on shares of Vertiv in a research report on Tuesday, March 31st. One research analyst has rated the stock with a Strong Buy rating, twenty-two have assigned a Buy rating, three have assigned a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price of $322.32.
Get Our Latest Stock Analysis on Vertiv
Insider Buying and Selling
In other news, Director Steven Reinemund sold 65,000 shares of the stock in a transaction on Thursday, February 26th. The stock was sold at an average price of $253.95, for a total value of $16,506,750.00. Following the transaction, the director owned 68,333 shares of the company’s stock, valued at $17,353,165.35. This represents a 48.75% 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 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 transaction, the chairman directly owned 22,258 shares in the company, valued at approximately $5,682,244.82. This trade represents a 64.25% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold a total of 489,761 shares of company stock worth $123,356,815 over the last 90 days. 1.10% of the stock is currently owned by corporate insiders.
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.
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