Allworth Financial LP Purchases 30,824 Shares of Vertiv Holdings Co. $VRT

Allworth Financial LP boosted its stake in shares of Vertiv Holdings Co. (NYSE:VRT) by 847.5% during the 4th quarter, according to its most recent 13F filing with the SEC. The firm owned 34,461 shares of the company’s stock after buying an additional 30,824 shares during the period. Allworth Financial LP’s holdings in Vertiv were worth $5,583,000 as of its most recent filing with the SEC.

Several other institutional investors have also added to or reduced their stakes in the stock. Park Place Capital Corp grew its position 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 purchasing an additional 156 shares in the last quarter. Kohmann Bosshard Financial Services LLC bought a new stake in Vertiv during the fourth quarter worth about $29,000. Quent Capital LLC bought a new stake in Vertiv during the third quarter worth about $30,000. Measured Wealth Private Client Group LLC acquired a new position in Vertiv during the third quarter valued at approximately $30,000. Finally, Foster Dykema Cabot & Partners LLC bought a new position in Vertiv in the third quarter valued at approximately $31,000. 89.92% of the stock is owned by institutional investors.

Key Headlines Impacting Vertiv

Here are the key news stories impacting Vertiv this week:

• Positive Sentiment: Bank of America raised its price target on Vertiv to $440 from $370 and kept a buy rating, reinforcing the view that the stock still has meaningful upside. Benzinga
• Positive Sentiment: Royal Bank of Canada also increased its target to $435 from $356 and reiterated outperform, adding to the wave of bullish analyst calls after Vertiv’s strong AI-infrastructure positioning. The Fly
• Positive Sentiment: Multiple recent articles highlight Vertiv as a key winner in AI data-center buildouts, including liquid cooling, high-density thermal management, and power infrastructure, which are all core growth areas for the company.
• Positive Sentiment: Vertiv’s acquisition of Strategic Thermal Labs and its partnership work tied to AI campus projects support its long-term growth story by expanding its cooling and thermal capabilities.

Insider Activity

In related news, Director Edward L. Monser sold 77,294 shares of the business’s stock in a transaction that occurred on Friday, March 6th. The shares were 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 owned 16,500 shares of the company’s stock, valued at approximately $4,050,585. The trade was a 82.41% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, Chairman David M. Cote sold 40,000 shares of the company’s stock in a transaction on Thursday, February 26th. The stock was sold at an average price of $255.29, for a total transaction of $10,211,600.00. Following the completion of the transaction, the chairman owned 22,258 shares of the company’s stock, valued at $5,682,244.82. This trade represents a 64.25% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last quarter, insiders have sold 489,761 shares of company stock valued at $123,356,815. 1.10% of the stock is currently owned by corporate insiders.

Wall Street Analysts Forecast Growth

Several research firms have issued reports on VRT. Evercore restated an “outperform” rating and issued a $425.00 price objective on shares of Vertiv in a research note on Tuesday. The Goldman Sachs Group upped their price objective on shares of Vertiv from $277.00 to $311.00 and gave the company a “buy” rating in a report on Tuesday, April 14th. Roth Mkm restated a “buy” rating and set a $335.00 target price on shares of Vertiv in a research note on Thursday, April 16th. Morgan Stanley raised their price objective on shares of Vertiv from $285.00 to $350.00 and gave the stock an “overweight” rating in a research report on Thursday, April 23rd. Finally, Zacks Research cut Vertiv from a “strong-buy” rating to a “hold” rating in a report on Monday, April 13th. Twenty-two analysts have rated the stock with a Buy rating, four have given a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat.com, Vertiv currently has a consensus rating of “Moderate Buy” and an average target price of $314.45.

Vertiv Price Performance

VRT opened at $371.05 on Friday. The company has a debt-to-equity ratio of 0.69, a current ratio of 1.49 and a quick ratio of 1.15. The company has a market capitalization of $142.52 billion, a price-to-earnings ratio of 93.23, a P/E/G ratio of 1.61 and a beta of 2.09. The firm’s fifty day moving average price is $293.64 and its two-hundred day moving average price is $225.34. Vertiv Holdings Co. has a 1 year low of $101.00 and a 1 year high of $379.93.

Vertiv (NYSE:VRT) last issued its quarterly earnings results on Wednesday, April 22nd. The company reported $1.17 EPS for the quarter, beating analysts’ consensus estimates of $1.00 by $0.17. The company had revenue of $2.65 billion during the quarter, compared to the consensus estimate of $2.63 billion. Vertiv had a return on equity of 49.90% and a net margin of 14.37%.Vertiv’s revenue was up 30.1% on a year-over-year basis. During the same period last year, the business posted $0.64 earnings per share. Vertiv has set its Q2 2026 guidance at 1.370-1.430 EPS and its FY 2026 guidance at 6.300-6.400 EPS. As a group, analysts anticipate that Vertiv Holdings Co. will post 6.42 earnings per share for the current fiscal year.

Vertiv Dividend Announcement

The company also recently disclosed a quarterly dividend, which was paid on Thursday, March 26th. Investors of record on Tuesday, March 17th were issued a $0.0625 dividend. The ex-dividend date of this dividend was Tuesday, March 17th. This represents a $0.25 annualized dividend and a yield of 0.1%. Vertiv’s dividend payout ratio (DPR) is 6.28%.

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.