San Luis Wealth Advisors LLC Acquires 2,483 Shares of Vertiv Holdings Co. $VRT

San Luis Wealth Advisors LLC increased its holdings in shares of Vertiv Holdings Co. (NYSE:VRT) by 83.8% in the fourth quarter, Holdings Channel.com reports. The firm owned 5,445 shares of the company’s stock after purchasing an additional 2,483 shares during the quarter. San Luis Wealth Advisors LLC’s holdings in Vertiv were worth $882,000 as of its most recent SEC filing.

A number of other large investors have also bought and sold shares of VRT. Schroder Investment Management Group increased its stake in Vertiv by 148.0% during the 3rd quarter. Schroder Investment Management Group now owns 1,828,750 shares of the company’s stock worth $275,885,000 after purchasing an additional 1,091,210 shares in the last quarter. Federated Hermes Inc. grew its holdings in shares of Vertiv by 934.8% during the third quarter. Federated Hermes Inc. now owns 1,098,150 shares of the company’s stock worth $165,667,000 after buying an additional 992,031 shares in the last quarter. Ameriprise Financial Inc. grew its holdings in shares of Vertiv by 49.5% during the second quarter. Ameriprise Financial Inc. now owns 2,811,114 shares of the company’s stock worth $361,033,000 after buying an additional 930,158 shares in the last quarter. Qube Research & Technologies Ltd bought a new position in shares of Vertiv during the third quarter worth about $125,331,000. Finally, Vanguard Group Inc. grew its holdings in shares of Vertiv by 2.2% during the third quarter. Vanguard Group Inc. now owns 38,833,036 shares of the company’s stock worth $5,858,352,000 after buying an additional 826,281 shares in the last quarter. 89.92% of the stock is owned by institutional investors.

Vertiv Stock Up 3.5%

VRT stock opened at $310.48 on Wednesday. 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 has a 50 day moving average price of $252.42 and a two-hundred day moving average price of $201.64. The company has a market cap of $118.79 billion, a price-to-earnings ratio of 91.05, a P/E/G ratio of 1.51 and a beta of 2.04. Vertiv Holdings Co. has a twelve month low of $65.93 and a twelve month high of $312.46.

Vertiv (NYSE:VRT) last posted its quarterly earnings results on Wednesday, February 11th. The company reported $1.36 earnings per share for the quarter, beating analysts’ consensus estimates of $1.29 by $0.07. The firm had revenue of $2.88 billion during the quarter, compared to the consensus estimate of $2.89 billion. Vertiv had a return on equity of 49.55% and a net margin of 13.03%.The business’s revenue was up 22.7% compared to the same quarter last year. During the same period last 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. Analysts anticipate that Vertiv Holdings Co. will post 3.59 EPS for the current fiscal year.

Vertiv Announces Dividend

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

Insider Activity at Vertiv

In other news, Director Edward L. Monser sold 77,294 shares of Vertiv stock in a transaction that occurred 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 completion of the transaction, the director directly owned 16,500 shares in the company, valued at approximately $4,050,585. The trade was a 82.41% decrease in their position. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, Director Jan Van Dokkum sold 38,647 shares of Vertiv stock in a transaction that occurred on Thursday, February 26th. The stock was sold at an average price of $254.87, for a total value of $9,849,960.89. Following the transaction, the director owned 25,000 shares of the company’s stock, valued at $6,371,750. This represents a 60.72% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold a total of 489,761 shares of company stock worth $123,356,815 in the last three months. 5.01% of the stock is owned by company insiders.

Vertiv News Summary

Here are the key news stories impacting Vertiv this week:

• Positive Sentiment: Citi raised its price target and reiterated a bullish view, calling Vertiv an AI-driven infrastructure play — a driver behind renewed buying interest. Article Title
• Positive Sentiment: BNP Paribas initiated coverage with an “outperform” recommendation, adding another institutional endorsement that supports momentum. Article Title
• Positive Sentiment: Vertiv completed the acquisition of BMarko Structures to expand manufactured/converged infrastructure capacity — strengthens supply and speed-to-market for data-center builds (important for AI deployments). Article Title
• Positive Sentiment: Vertiv is listed among companies partnering with Nvidia in 2026, underscoring its role in the AI infrastructure ecosystem and supporting upside expectations from AI-driven demand. Article Title
• Positive Sentiment: Vertiv announced a collaboration with CPower to make behind‑the‑meter BESS grid‑interactive — this can improve interconnection timelines and economics for customers, expanding commercial opportunities. Article Title
• Positive Sentiment: Analyst coverage and bullish writeups highlight Vertiv’s large backlog (~$15B) and leadership in liquid cooling — a thematic bullish case for AI infrastructure demand being underappreciated by the market. Article Title
• Neutral Sentiment: Vertiv is expected to announce quarterly earnings on Wednesday — results and guidance will be a near-term catalyst that could reinforce or reverse the current sentiment. Article Title
• Neutral Sentiment: Industry/peer reviews (Q4 comparisons) are circulating and keep Vertiv in focus versus electrical-systems peers — useful context but not an immediate directional driver. Article Title
• Negative Sentiment: Goldman Sachs raised its price target to $311 but that target implies only marginal upside from the current level, which could cap near-term gains if other analysts don’t push targets higher. Article Title

Analyst Ratings Changes

A number of research analysts recently issued reports on the company. Royal Bank Of Canada increased their price objective on Vertiv from $200.00 to $266.00 and gave the stock an “outperform” rating in a report on Thursday, February 12th. Citigroup increased their price objective on Vertiv from $286.00 to $340.00 and gave the stock a “buy” rating in a report on Monday. Weiss Ratings upgraded Vertiv from a “hold (c+)” rating to a “buy (b-)” rating in a report on Friday, February 13th. HSBC started coverage on Vertiv in a report on Wednesday, March 25th. They set a “buy” rating and a $325.00 price objective for the company. Finally, Barclays raised their price target on Vertiv from $281.00 to $300.00 and gave the company an “overweight” rating in a research note on Wednesday, April 1st. One research analyst has rated the stock with a Strong Buy rating, twenty have issued a Buy rating, four have assigned a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target of $246.76.

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.