Oppenheimer Asset Management Inc. Sells 2,162 Shares of Vertiv Holdings Co. $VRT

Oppenheimer Asset Management Inc. decreased its holdings in shares of Vertiv Holdings Co. (NYSE:VRT) by 10.2% during the third quarter, according to its most recent filing with the SEC. The firm owned 18,981 shares of the company’s stock after selling 2,162 shares during the period. Oppenheimer Asset Management Inc.’s holdings in Vertiv were worth $2,863,000 at the end of the most recent reporting period.

Several other hedge funds have also recently modified their holdings of VRT. Howard Capital Management Inc. lifted its holdings in Vertiv by 3.0% during the third quarter. Howard Capital Management Inc. now owns 1,837 shares of the company’s stock worth $277,000 after buying an additional 54 shares during the period. Investors Asset Management of Georgia Inc. GA ADV raised its position in shares of Vertiv by 1.9% in the 3rd quarter. Investors Asset Management of Georgia Inc. GA ADV now owns 3,020 shares of the company’s stock worth $456,000 after acquiring an additional 55 shares in the last quarter. JBR Co Financial Management Inc lifted its stake in shares of Vertiv by 0.8% during the 3rd quarter. JBR Co Financial Management Inc now owns 7,825 shares of the company’s stock worth $1,180,000 after purchasing an additional 65 shares during the last quarter. Plancorp LLC boosted its position in Vertiv by 1.3% during the third quarter. Plancorp LLC now owns 5,317 shares of the company’s stock valued at $802,000 after purchasing an additional 67 shares in the last quarter. Finally, True Wealth Design LLC boosted its position in Vertiv by 54.0% during the third quarter. True Wealth Design LLC now owns 194 shares of the company’s stock valued at $29,000 after purchasing an additional 68 shares in the last quarter. Hedge funds and other institutional investors own 89.92% of the company’s stock.

Vertiv Price Performance

Shares of NYSE VRT opened at $236.14 on Friday. The business’s 50 day moving average price is $177.95 and its 200 day moving average price is $163.48. The firm has a market cap of $90.29 billion, a P/E ratio of 69.25, a P/E/G ratio of 1.32 and a beta of 2.08. The company has a quick ratio of 1.43, a current ratio of 1.83 and a debt-to-equity ratio of 0.83. Vertiv Holdings Co. has a 52 week low of $53.60 and a 52 week high of $255.54.

Vertiv (NYSE:VRT) last issued its quarterly earnings data 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 return on equity of 52.91% and a net margin of 13.03%.The business had revenue of $2.88 billion during the quarter, compared to analysts’ expectations of $2.89 billion. The company’s revenue for the quarter was up 22.7% on a year-over-year basis. During the same quarter in the previous year, the firm posted $0.99 EPS. Vertiv has set its Q1 2026 guidance at 0.950-1.010 EPS and its FY 2026 guidance at 5.970-6.070 EPS. On average, sell-side analysts expect that Vertiv Holdings Co. will post 3.59 earnings per share for the current year.

Key Stories 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

Wall Street Analyst Weigh In

A number of equities research analysts recently commented on the stock. Deutsche Bank Aktiengesellschaft reissued a “buy” rating and set a $281.00 target price on shares of Vertiv in a research report on Thursday. KGI Securities upgraded Vertiv from a “hold” rating to an “outperform” rating in a research note on Thursday, October 23rd. Morgan Stanley raised their price target on Vertiv from $165.00 to $200.00 and gave the stock an “overweight” rating in a report on Thursday, October 23rd. Barclays upped their price objective on shares of Vertiv from $200.00 to $281.00 and gave the company an “overweight” rating in a report on Thursday. Finally, Roth Mkm reaffirmed a “buy” rating and issued a $275.00 price objective on shares of Vertiv in a research report on Thursday. One investment analyst has rated the stock with a Strong Buy rating, nineteen have given a Buy rating, three have issued a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat, the company currently has an average rating of “Moderate Buy” and an average target price of $224.21.

Insider Buying and Selling

In other news, EVP Stephen Liang sold 5,501 shares of the business’s stock in a transaction that occurred on Monday, November 24th. The stock was sold at an average price of $170.48, for a total value of $937,810.48. Following the completion of the sale, the executive vice president directly owned 4,050 shares in the company, valued at $690,444. The trade was a 57.60% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. Insiders own 2.63% of the company’s stock.

Vertiv Company 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.