Financial Security Advisor Inc. Takes $249,000 Position in Vertiv Holdings Co. $VRT

Financial Security Advisor Inc. purchased a new stake in shares of Vertiv Holdings Co. (NYSE:VRT) during the fourth quarter, according to the company in its most recent disclosure with the SEC. The firm purchased 1,536 shares of the company’s stock, valued at approximately $249,000.

A number of other institutional investors have also recently made changes to their positions in VRT. Empowered Funds LLC boosted its holdings in shares of Vertiv by 25.9% during the 1st quarter. Empowered Funds LLC now owns 11,557 shares of the company’s stock valued at $834,000 after acquiring an additional 2,377 shares during the last quarter. Sivia Capital Partners LLC purchased a new stake in shares of Vertiv during the 2nd quarter valued at about $567,000. Cary Street Partners Financial LLC boosted its holdings in shares of Vertiv by 19.8% during the 2nd quarter. Cary Street Partners Financial LLC now owns 1,390 shares of the company’s stock valued at $178,000 after acquiring an additional 230 shares during the last quarter. Bank of Nova Scotia boosted its holdings in shares of Vertiv by 49.7% during the 2nd quarter. Bank of Nova Scotia now owns 29,239 shares of the company’s stock valued at $3,755,000 after acquiring an additional 9,712 shares during the last quarter. Finally, Ossiam purchased a new stake in shares of Vertiv during the 2nd quarter valued at about $50,000. Hedge funds and other institutional investors own 89.92% of the company’s stock.

Vertiv Stock Performance

VRT opened at $371.05 on Friday. The company has a current ratio of 1.49, a quick ratio of 1.15 and a debt-to-equity ratio of 0.69. The company has a market cap of $142.52 billion, a price-to-earnings ratio of 93.23, a PEG ratio of 1.61 and a beta of 2.09. The company’s 50 day moving average is $293.64 and its 200 day moving average is $225.34. Vertiv Holdings Co. has a 12-month low of $101.00 and a 12-month high of $379.93.

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

Vertiv Announces Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Thursday, March 26th. Investors of record on Tuesday, March 17th were issued a $0.0625 dividend. The ex-dividend date of this dividend was Tuesday, March 17th. This represents a $0.25 dividend on an annualized basis and a dividend yield of 0.1%. Vertiv’s dividend payout ratio (DPR) is presently 6.28%.

Insider Activity at Vertiv

In other Vertiv news, Director Jan Van Dokkum sold 38,647 shares of Vertiv stock in a transaction that occurred on Thursday, February 26th. The shares were sold at an average price of $254.87, for a total transaction of $9,849,960.89. Following the transaction, the director owned 25,000 shares of the company’s stock, valued at $6,371,750. The trade was a 60.72% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, Director Edward L. Monser sold 77,294 shares of Vertiv stock in a transaction that occurred on Friday, March 6th. The shares were sold at an average price of $245.49, for a total transaction of $18,974,904.06. Following the transaction, the director directly owned 16,500 shares in the company, valued at $4,050,585. This represents a 82.41% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold 489,761 shares of company stock worth $123,356,815 in the last 90 days. Insiders own 1.10% of the company’s stock.

Wall Street Analyst Weigh In

A number of analysts have recently issued reports on VRT shares. Jefferies Financial Group reaffirmed a “hold” rating and set a $260.00 price target (down from $280.00) on shares of Vertiv in a report on Tuesday, March 31st. Morgan Stanley raised their price target on shares of Vertiv from $285.00 to $350.00 and gave the company an “overweight” rating in a report on Thursday, April 23rd. BNP Paribas Exane began coverage on shares of Vertiv in a report on Tuesday, April 14th. They set an “outperform” rating and a $345.00 price target on the stock. Barclays raised their price objective on shares of Vertiv from $345.00 to $412.00 and gave the stock an “overweight” rating in a report on Friday. Finally, Evercore reissued an “outperform” rating and issued a $425.00 price objective on shares of Vertiv in a report on Tuesday. Twenty-two analysts have rated the stock with a Buy rating, four have issued a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target of $314.45.

Key Stories Impacting Vertiv

Here are the key news stories impacting Vertiv this week:

• Positive Sentiment: Bank of America raised its price target on Vertiv to $440 from $370 and kept a buy rating, reinforcing the view that the stock still has meaningful upside. Benzinga
• Positive Sentiment: Royal Bank of Canada also increased its target to $435 from $356 and reiterated outperform, adding to the wave of bullish analyst calls after Vertiv’s strong AI-infrastructure positioning. The Fly
• Positive Sentiment: Multiple recent articles highlight Vertiv as a key winner in AI data-center buildouts, including liquid cooling, high-density thermal management, and power infrastructure, which are all core growth areas for the company.
• Positive Sentiment: Vertiv’s acquisition of Strategic Thermal Labs and its partnership work tied to AI campus projects support its long-term growth story by expanding its cooling and thermal capabilities.

Vertiv 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.