Intrua Financial LLC Buys New Holdings in Vertiv Holdings Co. $VRT

Intrua Financial LLC bought a new stake in Vertiv Holdings Co. (NYSE:VRT) during the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm bought 1,818 shares of the company’s stock, valued at approximately $295,000.

A number of other hedge funds and other institutional investors have also recently added to or reduced their stakes in the company. TD Private Client Wealth LLC boosted its holdings in Vertiv by 6.2% in the fourth quarter. TD Private Client Wealth LLC now owns 1,569 shares of the company’s stock valued at $254,000 after acquiring an additional 92 shares during the last quarter. Mission Wealth Management LP boosted its holdings in Vertiv by 2.5% in the fourth quarter. Mission Wealth Management LP now owns 5,065 shares of the company’s stock valued at $821,000 after acquiring an additional 124 shares during the last quarter. Requisite Capital Management LLC boosted its holdings in Vertiv by 32.1% in the fourth quarter. Requisite Capital Management LLC now owns 2,403 shares of the company’s stock valued at $389,000 after acquiring an additional 584 shares during the last quarter. Chase Investment Counsel Corp boosted its holdings in Vertiv by 3.7% in the fourth quarter. Chase Investment Counsel Corp now owns 63,587 shares of the company’s stock valued at $10,301,000 after acquiring an additional 2,292 shares during the last quarter. Finally, North Dakota State Investment Board acquired a new position in Vertiv in the fourth quarter valued at $2,170,000. Institutional investors and hedge funds own 89.92% of the company’s stock.

Vertiv Stock Down 5.1%

Shares of NYSE VRT opened at $322.26 on Wednesday. Vertiv Holdings Co. has a 1 year low of $101.00 and a 1 year high of $379.93. The firm has a market cap of $123.78 billion, a price-to-earnings ratio of 80.97, a PEG ratio of 1.46 and a beta of 2.09. The company has a debt-to-equity ratio of 0.69, a quick ratio of 1.15 and a current ratio of 1.49. The stock’s 50-day simple moving average is $297.07 and its 200-day simple moving average is $227.49.

Vertiv (NYSE:VRT) last announced its earnings results 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. Vertiv had a return on equity of 49.90% and a net margin of 14.37%.The business had revenue of $2.65 billion for the quarter, compared to analyst estimates of $2.63 billion. During the same period in the previous year, the company earned $0.64 earnings per share. The company’s revenue for the quarter was up 30.1% compared to the same quarter last year. Vertiv has set its Q2 2026 guidance at 1.370-1.430 EPS and its FY 2026 guidance at 6.300-6.400 EPS. As a group, equities analysts anticipate that Vertiv Holdings Co. will post 6.42 earnings per share for the current fiscal year.

Vertiv Announces Dividend

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

Wall Street Analysts Forecast Growth

VRT has been the topic of a number of research analyst reports. Evercore reiterated an “outperform” rating and issued a $425.00 target price on shares of Vertiv in a report on Tuesday, May 12th. Zacks Research cut Vertiv from a “strong-buy” rating to a “hold” rating in a report on Monday, April 13th. Oppenheimer restated an “outperform” rating and set a $330.00 price objective on shares of Vertiv in a research note on Thursday, April 23rd. Bank of America boosted their price objective on Vertiv from $370.00 to $440.00 and gave the stock a “buy” rating in a research note on Friday, May 15th. Finally, Jefferies Financial Group restated a “hold” rating and set a $260.00 price objective (down from $280.00) on shares of Vertiv in a research note on Tuesday, March 31st. Twenty-two research analysts have rated the stock with a Buy rating, four have assigned a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and a consensus price target of $314.45.

Insider Buying and Selling at Vertiv

In other news, Director Roger Fradin sold 101,666 shares of Vertiv stock in a transaction dated Friday, February 27th. The stock was sold at an average price of $252.13, for a total transaction of $25,633,048.58. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, Director Edward L. Monser sold 77,294 shares of Vertiv stock in a transaction dated Friday, March 6th. The stock was sold at an average price of $245.49, for a total value of $18,974,904.06. Following the sale, the director directly owned 16,500 shares in the company, valued at approximately $4,050,585. The trade was a 82.41% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last 90 days, insiders sold 489,761 shares of company stock valued at $123,356,815. Company insiders own 1.10% of the company’s stock.

Vertiv News Summary

Here are the key news stories impacting Vertiv this week:

• Positive Sentiment: Vertiv was highlighted as a key name in Hut 8’s 1 GW Beacon Point AI data center campus in Texas, reinforcing its position as a Tier 1 provider for large-scale AI infrastructure projects. How Vertiv (VRT) Is Expanding Its Role in AI Data Center Power and Cooling
• Positive Sentiment: Another bullish piece argued Vertiv is well positioned to benefit from AI infrastructure bottlenecks, citing its high-density power systems, modular infrastructure, and thermal management products as major growth drivers. Vertiv: The Infrastructure Layer Behind AI’s Biggest Constraint
• Positive Sentiment: Vertiv hosted its investor conference today, which can help keep attention on the company’s strategy and AI-related growth outlook. Vertiv Hosts Investor Conference
• Neutral Sentiment: Coverage also noted that Fidelity’s underweight position in Vertiv hurt its fund performance in Q1, but this is more of a portfolio commentary item than a direct operating update. Underweight in Vertiv Holdings Co (VRT) Hurt Fidelity Growth Strategies Fund’s Performance in Q1
• Neutral Sentiment: Market commentary and trading videos pointed to recent pullbacks and technical volatility in VRT, but also framed the weakness as a possible setup within a still-bullish AI infrastructure trend. Bull v Bear: VRT Value Amid AI Infrastructure Buildout
• Negative Sentiment: Some trading-focused coverage noted Vertiv sold off after a strong run, suggesting investors may be taking profits even though the long-term AI story remains intact. Bull v Bear: VRT Value Amid AI Infrastructure Buildout

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.