Leeward Financial Partners LLC Has $7.05 Million Position in Vertiv Holdings Co. $VRT

Leeward Financial Partners LLC boosted its position in Vertiv Holdings Co. (NYSE:VRT) by 7.0% during the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 46,715 shares of the company’s stock after acquiring an additional 3,058 shares during the period. Vertiv accounts for 2.0% of Leeward Financial Partners LLC’s portfolio, making the stock its 16th largest position. Leeward Financial Partners LLC’s holdings in Vertiv were worth $7,047,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also modified their holdings of the company. Vanguard Group Inc. lifted its stake in Vertiv by 2.2% in the third quarter. Vanguard Group Inc. now owns 38,833,036 shares of the company’s stock valued at $5,858,352,000 after buying an additional 826,281 shares during the period. State Street Corp grew its holdings in shares of Vertiv by 5.7% during 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 in the last quarter. Geode Capital Management LLC grew 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 Vertiv by 20.9% in the 2nd quarter. Invesco Ltd. now owns 5,931,488 shares of the company’s stock valued at $761,662,000 after buying an additional 1,024,634 shares during the last quarter. Finally, Norges Bank acquired a new stake in shares of Vertiv in the second quarter valued at about $538,132,000. 89.92% of the stock is owned by institutional investors.

Insider Buying and Selling at Vertiv

In other news, Chairman David M. Cote sold 40,000 shares of the company’s stock in a transaction dated Thursday, February 26th. The shares were sold at an average price of $255.29, for a total transaction of $10,211,600.00. Following the sale, the chairman directly owned 22,258 shares in the company, valued at approximately $5,682,244.82. This represents a 64.25% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, Director Jan Van Dokkum sold 38,647 shares of the stock in a transaction dated Thursday, February 26th. The stock was sold at an average price of $254.87, for a total transaction of $9,849,960.89. Following the completion of the sale, the director directly owned 25,000 shares in the company, valued at $6,371,750. This trade represents a 60.72% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last quarter, insiders sold 412,467 shares of company stock worth $104,381,911. Insiders own 2.63% of the company’s stock.

Vertiv Stock Up 2.8%

VRT stock opened at $251.32 on Thursday. The stock has a fifty day moving average of $200.12 and a 200-day moving average of $174.18. Vertiv Holdings Co. has a fifty-two week low of $53.60 and a fifty-two week high of $264.86. The company has a market capitalization of $96.16 billion, a price-to-earnings ratio of 73.70, a PEG ratio of 1.23 and a beta of 2.02. The company has a debt-to-equity ratio of 0.73, a quick ratio of 1.22 and a current ratio of 1.55.

Vertiv (NYSE:VRT) last announced its quarterly earnings data on Wednesday, February 11th. The company reported $1.36 earnings per share for the quarter, beating analysts’ consensus estimates of $1.29 by $0.07. Vertiv had a return on equity of 49.55% and a net margin of 13.03%.The company had revenue of $2.88 billion for the quarter, compared to analysts’ expectations of $2.89 billion. During the same period last year, the firm posted $0.99 EPS. Vertiv’s revenue for the quarter was up 22.7% compared to the same quarter last year. 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, equities research analysts predict that Vertiv Holdings Co. will post 3.59 earnings per share for the current year.

Analyst Upgrades and Downgrades

Several brokerages recently issued reports on VRT. Deutsche Bank Aktiengesellschaft reiterated a “buy” rating and issued a $281.00 target price on shares of Vertiv in a research note on Thursday, February 12th. Evercore reaffirmed an “outperform” rating and set a $280.00 price target on shares of Vertiv in a report on Wednesday, February 11th. Weiss Ratings upgraded Vertiv from a “hold (c+)” rating to a “buy (b-)” rating in a research report on Friday, February 13th. Wolfe Research downgraded Vertiv from an “outperform” rating to a “peer perform” rating in a research report on Tuesday, December 9th. Finally, The Goldman Sachs Group increased their price objective on shares of Vertiv from $204.00 to $277.00 and gave the stock a “buy” rating in a research report on Thursday, February 12th. One investment analyst has rated the stock with a Strong Buy rating, nineteen have issued a Buy rating, two have issued a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average target price of $230.28.

More Vertiv News

Here are the key news stories impacting Vertiv this week:

• Positive Sentiment: Vertiv closed a $2.1B senior unsecured notes offering and secured a new $2.5B revolving credit facility — its debut bond issuance at an investment-grade rating improves liquidity and reduces near-term funding risk. Bond and facility press release
• Positive Sentiment: Vertiv announced a strategic collaboration with Generate Capital to deliver BYOP&C (Bring Your Own Power & Cooling) solutions, which can accelerate deployments in power-constrained markets and broaden financing/ownership options for customers. Generate Capital collaboration
• Positive Sentiment: New commercial deals and product rollouts target the AI build-out: a modular power deal with Hut 8 and a high-capacity double-stack PowerBar Track busway are positioned to capture higher power-density AI deployments. These product and partnership announcements support revenue growth into hyperscale and colocation customers. Hut 8 / modular power article
• Positive Sentiment: Market commentary highlights Vertiv’s large backlog (reported ~$15B) and its role as a “picks-and-shovels” supplier to AI — that backlog gives multi-quarter revenue visibility and underpins analyst bullishness. MarketBeat backlog analysis
• Neutral Sentiment: Management will appear at an upcoming investor conference (J.P. Morgan event), providing an opportunity for additional guidance color and Q&A that could move sentiment depending on commentary. Investor conference release
• Negative Sentiment: An American Banking News item flagged insider selling, which spurred a separate headline citing a pullback — insider sales can create short-term selling pressure and raise investor caution even if fundamentals remain intact. Insider selling article

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.