Jag Capital Management LLC Purchases 56,182 Shares of Vertiv Holdings Co. $VRT

Jag Capital Management LLC boosted its position in shares of Vertiv Holdings Co. (NYSE:VRT) by 106.8% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 108,794 shares of the company’s stock after purchasing an additional 56,182 shares during the period. Vertiv comprises 1.9% of Jag Capital Management LLC’s holdings, making the stock its 18th largest position. Jag Capital Management LLC’s holdings in Vertiv were worth $17,626,000 as of its most recent filing with the Securities and Exchange Commission.

Several other hedge funds also recently modified their holdings of VRT. Park Place Capital Corp grew 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 valued at $29,000 after acquiring an additional 156 shares in the last quarter. Kohmann Bosshard Financial Services LLC bought a new position in shares of Vertiv in the 4th quarter valued at about $29,000. Measured Wealth Private Client Group LLC bought a new position in shares of Vertiv in the 3rd quarter valued at about $30,000. Foster Dykema Cabot & Partners LLC bought a new position in shares of Vertiv in the 3rd quarter valued at about $31,000. Finally, Bessemer Group Inc. bought a new position in shares of Vertiv in the 3rd quarter valued at about $36,000. Institutional investors own 89.92% of the company’s stock.

Vertiv News Summary

Here are the key news stories impacting Vertiv this week:

• Positive Sentiment: Vertiv was highlighted as a key name in Hut 8’s 1 GW Beacon Point AI data center campus in Texas, reinforcing its position as a Tier 1 provider for large-scale AI infrastructure projects. How Vertiv (VRT) Is Expanding Its Role in AI Data Center Power and Cooling
• Positive Sentiment: Another bullish piece argued Vertiv is well positioned to benefit from AI infrastructure bottlenecks, citing its high-density power systems, modular infrastructure, and thermal management products as major growth drivers. Vertiv: The Infrastructure Layer Behind AI’s Biggest Constraint
• Positive Sentiment: Vertiv hosted its investor conference today, which can help keep attention on the company’s strategy and AI-related growth outlook. Vertiv Hosts Investor Conference
• Neutral Sentiment: Coverage also noted that Fidelity’s underweight position in Vertiv hurt its fund performance in Q1, but this is more of a portfolio commentary item than a direct operating update. Underweight in Vertiv Holdings Co (VRT) Hurt Fidelity Growth Strategies Fund’s Performance in Q1
• Neutral Sentiment: Market commentary and trading videos pointed to recent pullbacks and technical volatility in VRT, but also framed the weakness as a possible setup within a still-bullish AI infrastructure trend. Bull v Bear: VRT Value Amid AI Infrastructure Buildout
• Negative Sentiment: Some trading-focused coverage noted Vertiv sold off after a strong run, suggesting investors may be taking profits even though the long-term AI story remains intact. Bull v Bear: VRT Value Amid AI Infrastructure Buildout

Vertiv Trading Down 5.1%

Vertiv stock opened at $322.26 on Wednesday. Vertiv Holdings Co. has a 52 week low of $101.00 and a 52 week high of $379.93. The company has a debt-to-equity ratio of 0.69, a quick ratio of 1.15 and a current ratio of 1.49. The stock has a market capitalization of $123.78 billion, a P/E ratio of 80.97, a PEG ratio of 1.46 and a beta of 2.09. The stock has a 50-day simple moving average of $297.07 and a 200 day simple moving average of $227.49.

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

Vertiv Announces Dividend

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

Wall Street Analysts Forecast Growth

Several equities analysts have recently weighed in on the company. Morgan Stanley raised their price objective on Vertiv from $285.00 to $350.00 and gave the company an “overweight” rating in a report on Thursday, April 23rd. TD Cowen raised their price objective on Vertiv from $269.00 to $347.00 and gave the company a “buy” rating in a report on Thursday, April 23rd. Zacks Research cut Vertiv from a “strong-buy” rating to a “hold” rating in a report on Monday, April 13th. Deutsche Bank Aktiengesellschaft restated a “buy” rating and issued a $281.00 price objective on shares of Vertiv in a report on Thursday, February 12th. Finally, BNP Paribas Exane assumed coverage on Vertiv in a report on Tuesday, April 14th. They issued an “outperform” rating and a $345.00 price objective for the company. Twenty-two investment analysts have rated the stock with a Buy rating, four have given a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat.com, Vertiv has a consensus rating of “Moderate Buy” and a consensus price target of $314.45.

Insider Buying and Selling at Vertiv

In other Vertiv news, Director Edward L. Monser sold 77,294 shares of the firm’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 sale, the director directly owned 16,500 shares in the company, valued at $4,050,585. This trade represents a 82.41% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available at this hyperlink. Also, Director Roger Fradin sold 101,667 shares of the firm’s stock in a transaction that occurred on Thursday, February 26th. The stock was sold at an average price of $253.42, for a total transaction of $25,764,451.14. Following the sale, the director owned 40,000 shares of the company’s stock, valued at $10,136,800. This trade represents a 71.76% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 489,761 shares of company stock valued at $123,356,815 in the last three months. Corporate insiders own 1.10% of the company’s stock.

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.