Russell Investments Group Ltd. Purchases 21,804 Shares of Vertiv Holdings Co. $VRT

Russell Investments Group Ltd. raised its position in Vertiv Holdings Co. (NYSE:VRT) by 4.1% during the third quarter, Holdings Channel reports. The fund owned 548,887 shares of the company’s stock after acquiring an additional 21,804 shares during the period. Russell Investments Group Ltd.’s holdings in Vertiv were worth $81,938,000 as of its most recent filing with the SEC.

Other institutional investors and hedge funds have also bought and sold shares of the company. Abundance Wealth Counselors increased its stake in shares of Vertiv by 313.7% in the third quarter. Abundance Wealth Counselors now owns 10,165 shares of the company’s stock worth $1,533,000 after purchasing an additional 7,708 shares in the last quarter. Union Bancaire Privee UBP SA lifted its stake in shares of Vertiv by 35.5% during the 3rd quarter. Union Bancaire Privee UBP SA now owns 272,608 shares of the company’s stock valued at $41,126,000 after buying an additional 71,361 shares in the last quarter. Plato Investment Management Ltd boosted its holdings in Vertiv by 272.7% in the 3rd quarter. Plato Investment Management Ltd now owns 8,825 shares of the company’s stock worth $1,321,000 after buying an additional 6,457 shares during the period. KLP Kapitalforvaltning AS boosted its holdings in Vertiv by 5.5% in the 3rd quarter. KLP Kapitalforvaltning AS now owns 143,100 shares of the company’s stock worth $21,588,000 after buying an additional 7,400 shares during the period. Finally, Westpac Banking Corp increased its stake in Vertiv by 100.2% in the 2nd quarter. Westpac Banking Corp now owns 12,812 shares of the company’s stock worth $1,645,000 after buying an additional 6,411 shares in the last quarter. 89.92% of the stock is owned by hedge funds and other institutional investors.

Vertiv Stock Performance

Vertiv stock opened at $264.87 on Tuesday. The company’s 50-day moving average is $205.25 and its 200 day moving average is $177.07. Vertiv Holdings Co. has a 1-year low of $53.60 and a 1-year high of $266.67. The company has a debt-to-equity ratio of 0.73, a current ratio of 1.55 and a quick ratio of 1.22. The firm has a market capitalization of $101.34 billion, a P/E ratio of 77.68, a price-to-earnings-growth ratio of 1.22 and a beta of 2.02.

Vertiv (NYSE:VRT) last announced its quarterly earnings data on Wednesday, February 11th. The company reported $1.36 EPS for the quarter, beating the consensus estimate 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 the consensus estimate of $2.89 billion. During the same quarter in the prior year, the company posted $0.99 EPS. Vertiv’s quarterly 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. Research analysts forecast that Vertiv Holdings Co. will post 3.59 EPS for the current year.

Vertiv Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, March 26th. Investors of record on Tuesday, March 17th will be issued a dividend of $0.0625 per share. The ex-dividend date is 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 7.33%.

Key Vertiv News

Here are the key news stories impacting Vertiv this week:

• Positive Sentiment: S&P 500 inclusion will create mechanical, index-driven demand (forced buying by ETFs and index funds) and has already helped push the stock to multi‑week/52‑week highs. This is the primary near‑term driver supporting the stock. Vertiv Stock Jumps 8% After S&P 500 Inclusion
• Positive Sentiment: Underlying fundamentals back the technical rally: recent quarterly results beat EPS estimates, management has raised FY guidance, and the business is benefiting from strong AI/data‑center demand (large order backlog for power/cooling equipment), which supports continued revenue visibility. Vertiv Rises on S&P 500 Inclusion Announcement
• Neutral Sentiment: Company announced a small quarterly dividend (annualized yield ~0.1%; ex‑dividend March 17). This is modest income support but not a major valuation driver.
• Neutral Sentiment: Positive analyst/media coverage and inclusion on “AI/megatrend” lists are increasing visibility among long‑term investors, which can help sustain interest beyond the technical index effect. 4 Top Stocks Long-Term Investors Should Buy in March
• Negative Sentiment: Insider selling: Director Edward L. Monser sold 77,294 shares (large block) in early March, reducing his holding by ~82%. While insider sales can be seen as a red flag, the S&P inclusion and institutional inflows are likely to dwarf this as a near‑term market force. SEC Filing – Insider Sale

Analyst Ratings Changes

Several equities analysts have recently commented on the company. Roth Mkm restated a “buy” rating and issued a $275.00 price objective on shares of Vertiv in a research report on Thursday, February 12th. Morgan Stanley reissued an “overweight” rating and set a $285.00 target price on shares of Vertiv in a research note on Friday, February 13th. Weiss Ratings raised Vertiv from a “hold (c+)” rating to a “buy (b-)” rating in a report on Friday, February 13th. Wolfe Research lowered Vertiv from an “outperform” rating to a “peer perform” rating in a research note on Tuesday, December 9th. Finally, Barclays lifted their price objective on Vertiv from $200.00 to $281.00 and gave the stock an “overweight” rating in a research note on Thursday, February 12th. One research analyst has rated the stock with a Strong Buy rating, nineteen have assigned a Buy rating, two have given a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus target price of $230.28.

Insider Buying and Selling

In other Vertiv news, Director Jan Van Dokkum sold 38,647 shares of the company’s stock in a transaction dated Thursday, February 26th. The shares were 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 in the company, valued at $6,371,750. This represents a 60.72% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, Director Roger Fradin sold 101,666 shares of the firm’s stock in a transaction that occurred on Friday, February 27th. The stock was sold at an average price of $252.13, for a total transaction of $25,633,048.58. The SEC filing for this sale provides additional information. Insiders sold 489,761 shares of company stock worth $123,356,815 over the last 90 days. Corporate insiders own 5.01% of the company’s stock.

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.