Vertiv Holdings Co. $VRT Shares Sold by Kennedy Investment Group

Kennedy Investment Group trimmed its position in shares of Vertiv Holdings Co. (NYSE:VRT) by 38.9% in the fourth quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 9,472 shares of the company’s stock after selling 6,022 shares during the period. Kennedy Investment Group’s holdings in Vertiv were worth $1,535,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds also recently modified their holdings of the business. 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 worth $29,000 after buying an additional 156 shares during the last quarter. Kohmann Bosshard Financial Services LLC acquired a new position in Vertiv during the fourth quarter valued at $29,000. Cullen Frost Bankers Inc. increased its holdings in shares of Vertiv by 98.9% in the 4th quarter. Cullen Frost Bankers Inc. now owns 187 shares of the company’s stock valued at $30,000 after purchasing an additional 93 shares during the period. Measured Wealth Private Client Group LLC purchased a new stake in Vertiv in the 3rd quarter worth approximately $30,000. Finally, Foster Dykema Cabot & Partners LLC acquired a new stake in shares of Vertiv during the 3rd quarter valued at about $31,000. Institutional investors own 89.92% of the company’s stock.

Wall Street Analyst Weigh In

Several research firms have recently issued reports on VRT. Royal Bank Of Canada upped their price target on Vertiv from $356.00 to $435.00 and gave the stock an “outperform” rating in a research note on Friday, May 15th. Barclays raised their price objective on Vertiv from $345.00 to $412.00 and gave the stock an “overweight” rating in a research report on Friday. Wall Street Zen lowered shares of Vertiv from a “strong-buy” rating to a “buy” rating in a research report on Sunday, May 10th. Oppenheimer reiterated an “outperform” rating and set a $330.00 price objective on shares of Vertiv in a research note on Thursday, April 23rd. Finally, Bank of America lifted their target price on shares of Vertiv from $370.00 to $440.00 and gave the company a “buy” rating in a research note on Friday, May 15th. Twenty-two analysts have rated the stock with a Buy rating, four have assigned a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $314.45.

Key Vertiv News

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. 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 firm has a 50-day moving average of $297.07 and a 200-day moving average of $227.49. The company has a market cap of $123.78 billion, a price-to-earnings ratio of 80.97, a P/E/G ratio of 1.46 and a beta of 2.09. Vertiv Holdings Co. has a one year low of $101.00 and a one year high of $379.93.

Vertiv (NYSE:VRT) last released its quarterly earnings data on Wednesday, April 22nd. The company reported $1.17 earnings per share for the quarter, topping the consensus estimate of $1.00 by $0.17. Vertiv had a net margin of 14.37% and a return on equity of 49.90%. The company had revenue of $2.65 billion for the quarter, compared to analyst estimates of $2.63 billion. During the same period in the previous year, the business earned $0.64 EPS. Vertiv’s revenue for the quarter was up 30.1% compared to the same quarter last year. 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, equities analysts expect that Vertiv Holdings Co. will post 6.42 earnings per share for the current fiscal year.

Vertiv Announces Dividend

The business also recently declared a quarterly dividend, which was paid on Thursday, March 26th. Investors of record on Tuesday, March 17th were paid a $0.0625 dividend. 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 6.28%.

Insider Activity

In other Vertiv news, EVP Anders Karlborg sold 30,487 shares of the company’s stock in a transaction on Thursday, February 26th. The stock was sold at an average price of $246.92, for a total transaction of $7,527,850.04. Following the completion of the sale, the executive vice president directly owned 34,746 shares in the company, valued at $8,579,482.32. This represents a 46.74% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, Director Jan Van Dokkum sold 38,647 shares of the business’s stock in a transaction 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 directly owned 25,000 shares of the company’s stock, valued at $6,371,750. This trade represents a 60.72% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last quarter, insiders sold 489,761 shares of company stock worth $123,356,815. 1.10% of the stock is owned by insiders.

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.