New South Capital Management Inc. Cuts Stock Position in Vertiv Holdings Co. $VRT

New South Capital Management Inc. cut its holdings in Vertiv Holdings Co. (NYSE:VRT) by 8.6% in the third quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 1,682,455 shares of the company’s stock after selling 158,439 shares during the quarter. Vertiv comprises approximately 11.6% of New South Capital Management Inc.’s holdings, making the stock its largest position. New South Capital Management Inc. owned about 0.44% of Vertiv worth $253,815,000 at the end of the most recent quarter.

Other hedge funds also recently modified their holdings of the company. Vanguard Group Inc. lifted its stake in shares of Vertiv by 0.8% in the 2nd quarter. Vanguard Group Inc. now owns 38,006,755 shares of the company’s stock valued at $4,880,447,000 after purchasing an additional 291,596 shares during the last quarter. State Street Corp lifted its position in shares of Vertiv by 5.7% in the second quarter. State Street Corp now owns 8,269,839 shares of the company’s stock worth $1,061,930,000 after buying an additional 442,937 shares during the last quarter. Geode Capital Management LLC boosted its stake in shares of Vertiv by 3.4% during the 2nd quarter. Geode Capital Management LLC now owns 6,686,778 shares of the company’s stock worth $856,082,000 after acquiring an additional 219,970 shares in the last quarter. Invesco Ltd. increased its stake in shares of Vertiv by 20.9% in the second quarter. Invesco Ltd. now owns 5,931,488 shares of the company’s stock worth $761,662,000 after purchasing an additional 1,024,634 shares during the period. Finally, Norges Bank acquired a new position in shares of Vertiv in the second quarter valued at $538,132,000. Institutional investors and hedge funds own 89.92% of the company’s stock.

Key Headlines Impacting Vertiv

Here are the key news stories impacting Vertiv this week:

• Positive Sentiment: Q4 beat and very strong FY‑2026 guidance — Vertiv reported EPS above consensus and raised FY‑2026 EPS and revenue guidance well ahead of estimates, which underpinned the recent rally. Vertiv Earnings Prove the AI Infrastructure Boom Is Intact
• Positive Sentiment: Massive orders/backlog driven by AI/data‑center demand — Orders and backlog jumped (backlog ~ $15B, +109% YoY; huge book‑to‑bill), signaling multi‑quarter revenue visibility and fueling bullish analyst commentary. Vertiv Reports Strong Fourth Quarter
• Positive Sentiment: Analyst uplift — At least one major shop (Mizuho) raised its price target sharply to $290 and reiterated an outperform view, supporting upside expectations despite the recent run. Mizuho Price Target Raise
• Neutral Sentiment: Full disclosure/analysis available — Earnings call transcripts and detailed slide deck are out for investors who want to dig into segment trends, margins and backlog conversion timing. Earnings Call Transcript
• Negative Sentiment: Revenue slightly missed and the stock is extended — Top line was essentially flat vs. expectations ($2.88B vs. $2.89B) and the share price moved quickly to 52‑week highs, creating an overbought setup that often leads to short‑term profit‑taking. Q4 Earnings Beat…Shares Fall
• Negative Sentiment: High valuation and volatility risk — VRT now trades at a rich multiple after the rally (high PE, elevated technical indicators), increasing the odds of short‑term mean reversion for risk‑sensitive investors. No link

Insider Buying and Selling

In other Vertiv news, EVP Stephen Liang sold 5,501 shares of the stock in a transaction dated Monday, November 24th. The stock was sold at an average price of $170.48, for a total transaction of $937,810.48. Following the completion of the transaction, the executive vice president owned 4,050 shares in the company, valued at approximately $690,444. This represents a 57.60% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Corporate insiders own 2.63% of the company’s stock.

Analyst Upgrades and Downgrades

A number of equities analysts have recently commented on the stock. TD Cowen reaffirmed a “buy” rating on shares of Vertiv in a report on Thursday. Weiss Ratings lowered shares of Vertiv from a “buy (b-)” rating to a “hold (c+)” rating in a research report on Thursday, January 29th. KGI Securities raised Vertiv from a “hold” rating to an “outperform” rating in a report on Thursday, October 23rd. Deutsche Bank Aktiengesellschaft reiterated a “buy” rating and set a $281.00 target price on shares of Vertiv in a research report on Thursday. Finally, Royal Bank Of Canada raised their price target on shares of Vertiv from $200.00 to $266.00 and gave the company an “outperform” rating in a report on Thursday. One research analyst has rated the stock with a Strong Buy rating, nineteen have assigned a Buy rating, three have issued a Hold rating and one has issued a Sell rating to the company. According to MarketBeat, Vertiv has a consensus rating of “Moderate Buy” and an average price target of $224.21.

Vertiv Stock Performance

Shares of VRT stock opened at $236.14 on Friday. The stock has a market cap of $90.29 billion, a PE ratio of 69.25, a price-to-earnings-growth ratio of 1.32 and a beta of 2.08. The stock has a 50-day moving average of $177.95 and a 200-day moving average of $163.48. The company has a debt-to-equity ratio of 0.83, a current ratio of 1.83 and a quick ratio of 1.43. Vertiv Holdings Co. has a one year low of $53.60 and a one year high of $255.54.

Vertiv (NYSE:VRT) last announced its quarterly earnings results on Wednesday, February 11th. The company reported $1.36 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.29 by $0.07. Vertiv had a net margin of 13.03% and a return on equity of 52.91%. The company had revenue of $2.88 billion during the quarter, compared to analyst estimates of $2.89 billion. During the same quarter in the previous year, the business earned $0.99 EPS. The firm’s revenue was up 22.7% on a year-over-year basis. Vertiv has set its Q1 2026 guidance at 0.950-1.010 EPS and its FY 2026 guidance at 5.970-6.070 EPS. As a group, sell-side analysts expect that Vertiv Holdings Co. will post 3.59 earnings per share for the current year.

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.