87,900 Shares in Vertiv Holdings Co. $VRT Purchased by Richard C. Young & CO. LTD.

Richard C. Young & CO. LTD. purchased a new stake in shares of Vertiv Holdings Co. (NYSE:VRT) in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm purchased 87,900 shares of the company’s stock, valued at approximately $13,261,000.

Several other large investors have also recently added to or reduced their stakes in the company. Empowered Funds LLC raised its stake in shares of Vertiv by 25.9% in the first 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 bought a new position in Vertiv in the 2nd quarter valued at $567,000. AlphaQuest LLC boosted its stake in Vertiv by 51.7% in the second quarter. AlphaQuest LLC now owns 760 shares of the company’s stock worth $98,000 after purchasing an additional 259 shares in the last quarter. Assetmark Inc. grew its holdings in shares of Vertiv by 352.4% during the second quarter. Assetmark Inc. now owns 2,497 shares of the company’s stock worth $321,000 after purchasing an additional 1,945 shares during the last quarter. Finally, Atria Investments Inc increased its stake in shares of Vertiv by 41.6% in the second quarter. Atria Investments Inc now owns 15,091 shares of the company’s stock valued at $1,938,000 after buying an additional 4,437 shares in the last quarter. 89.92% of the stock is owned by institutional investors.

Insider Transactions at Vertiv

In other Vertiv news, Director Roger Fradin sold 101,667 shares of the firm’s stock in a transaction dated Thursday, February 26th. The stock was sold at an average price of $253.42, for a total transaction of $25,764,451.14. Following the transaction, the director owned 40,000 shares in the company, valued at approximately $10,136,800. This trade represents a 71.76% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, Director Jan Van Dokkum sold 38,647 shares of the business’s stock in a transaction dated Thursday, February 26th. The stock was sold at an average price of $254.87, for a total value 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 disclosure for this sale is available in the SEC filing. In the last ninety days, insiders have sold 412,467 shares of company stock valued at $104,381,911. Corporate insiders own 5.01% of the company’s stock.

Wall Street Analyst Weigh In

Several research analysts recently issued reports on VRT shares. Oppenheimer reiterated an “outperform” rating and set a $270.00 price target on shares of Vertiv in a research report on Thursday, February 12th. Morgan Stanley reiterated an “overweight” rating and set a $285.00 target price on shares of Vertiv in a research report on Friday, February 13th. Royal Bank Of Canada raised their price target on shares of Vertiv from $200.00 to $266.00 and gave the company an “outperform” rating in a report on Thursday, February 12th. Barclays boosted their price objective on shares of Vertiv from $200.00 to $281.00 and gave the stock an “overweight” rating in a research report on Thursday, February 12th. Finally, Mizuho increased their price objective on Vertiv from $198.00 to $290.00 and gave the company an “outperform” rating in a research report on Thursday, February 12th. One investment analyst has rated the stock with a Strong Buy rating, nineteen have given a Buy rating, two have given a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat, the company presently has an average rating of “Moderate Buy” and an average price target of $230.28.

Vertiv Price Performance

Shares of VRT stock opened at $244.18 on Wednesday. The firm’s 50 day moving average price is $198.43 and its two-hundred day moving average price is $173.63. 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 Holdings Co. has a 52-week low of $53.60 and a 52-week high of $264.86. The stock has a market cap of $93.42 billion, a PE ratio of 71.61, a PEG ratio of 1.30 and a beta of 2.02.

Vertiv (NYSE:VRT) last posted its quarterly earnings results 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 the consensus estimate of $2.89 billion. During the same quarter in the prior year, the business posted $0.99 EPS. The firm’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. As a group, analysts forecast that Vertiv Holdings Co. will post 3.59 EPS for the current year.

Key Headlines Impacting Vertiv

Here are the key news stories impacting Vertiv this week:

• Positive Sentiment: Completed a $2.1B senior unsecured notes offering and closed a $2.5B senior unsecured revolving credit facility — debut investment‑grade notes improve liquidity, extend maturities and lower refinancing risk, supporting capital structure for growth and large AI/data‑center contracts. Bond & Revolver Announcement
• Positive Sentiment: Launched a compact, high‑capacity double‑stack PowerBar Track busway to boost power density and preserve white space for AI workloads — product directly addresses hyperscaler/colocation pain points and can accelerate deployments. Busway Product Release
• Positive Sentiment: Expanded AI‑infrastructure capabilities (digital twin for NYSE composite and press coverage highlighting Vertiv as a “picks & shovels” AI supplier) — reinforces sales pipeline and the narrative that Vertiv is essential to AI data‑center buildouts. Digital Twin Story
• Positive Sentiment: Strong thematic/analyst interest: MarketBeat, Zacks and ETF writeups highlight Vertiv’s large backlog (~$15B) and position it as a core AI‑infrastructure play — can attract institutional and ETF flows. MarketBeat Backlog/Analyst Coverage
• Neutral Sentiment: High investor attention / watchlist mentions increase volume and volatility but are not a fundamental change; could amplify short‑term moves. Investor Attention Note
• Neutral Sentiment: Valuation is elevated (P/E ~70+) after a large run-up — supports caution that much of the AI growth is already priced in and increases sensitivity to execution misses or guidance changes. Valuation & Metrics
• Negative Sentiment: Significant insider selling disclosed (Chairman, multiple directors and an EVP sold large blocks on Feb. 26–27) — the size and frequency of sales (many sales >30k–100k shares) can be perceived as a negative signal or increase free float/near‑term supply. Insider Selling Summary

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.