Connor Clark & Lunn Investment Management Ltd. Lowers Stake in Vertiv Holdings Co. $VRT

Connor Clark & Lunn Investment Management Ltd. cut its stake in Vertiv Holdings Co. (NYSE:VRT) by 12.2% in the 3rd quarter, according to its most recent disclosure with the SEC. The institutional investor owned 476,574 shares of the company’s stock after selling 66,449 shares during the period. Connor Clark & Lunn Investment Management Ltd.’s holdings in Vertiv were worth $71,896,000 as of its most recent SEC filing.

A number of other institutional investors have also added to or reduced their stakes in the company. Financial Management Professionals Inc. raised its position in Vertiv by 1,560.0% during the third quarter. Financial Management Professionals Inc. now owns 166 shares of the company’s stock valued at $25,000 after purchasing an additional 156 shares in the last quarter. Promus Capital LLC purchased a new position in shares of Vertiv in the 2nd quarter worth about $26,000. Pacer Advisors Inc. increased its position in shares of Vertiv by 67.6% during the 3rd quarter. Pacer Advisors Inc. now owns 171 shares of the company’s stock valued at $26,000 after purchasing an additional 69 shares during the last quarter. True Wealth Design LLC raised its holdings in shares of Vertiv by 54.0% during the 3rd quarter. True Wealth Design LLC now owns 194 shares of the company’s stock valued at $29,000 after buying an additional 68 shares in the last quarter. Finally, Quent Capital LLC purchased a new position in shares of Vertiv during the 3rd quarter valued at about $30,000. Institutional investors own 89.92% of the company’s stock.

Vertiv Price Performance

NYSE VRT opened at $268.04 on Thursday. The company has a debt-to-equity ratio of 0.73, a quick ratio of 1.22 and a current ratio of 1.55. The stock has a 50-day moving average of $209.47 and a 200 day moving average of $178.71. Vertiv Holdings Co. has a one year low of $53.60 and a one year high of $276.78. The company has a market capitalization of $102.55 billion, a price-to-earnings ratio of 78.61, a PEG ratio of 1.36 and a beta of 2.02.

Vertiv (NYSE:VRT) last released its quarterly earnings results on Wednesday, February 11th. The company reported $1.36 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.29 by $0.07. The firm had revenue of $2.88 billion for the quarter, compared to the consensus estimate of $2.89 billion. Vertiv had a return on equity of 49.55% and a net margin of 13.03%.The company’s revenue for the quarter was up 22.7% on a year-over-year basis. During the same period last year, the business posted $0.99 EPS. Vertiv has set its Q1 2026 guidance at 0.950-1.010 EPS and its FY 2026 guidance at 5.970-6.070 EPS. On average, sell-side analysts forecast that Vertiv Holdings Co. will post 3.59 EPS for the current year.

Vertiv Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Thursday, March 26th. Shareholders of record on Tuesday, March 17th will be issued a dividend of $0.0625 per share. The ex-dividend date of this dividend 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 currently 7.33%.

Analyst Upgrades and Downgrades

A number of brokerages have commented on VRT. Royal Bank Of Canada increased their price target on shares of Vertiv from $200.00 to $266.00 and gave the company an “outperform” rating in a research report on Thursday, February 12th. Weiss Ratings upgraded shares of Vertiv from a “hold (c+)” rating to a “buy (b-)” rating in a report on Friday, February 13th. Mizuho increased their target price on shares of Vertiv from $198.00 to $290.00 and gave the company an “outperform” rating in a report on Thursday, February 12th. JPMorgan Chase & Co. decreased their target price on shares of Vertiv from $230.00 to $225.00 and set an “overweight” rating on the stock in a research report on Friday, January 16th. Finally, Roth Mkm reaffirmed a “buy” rating and issued a $275.00 target price on shares of Vertiv in a research note on Thursday, February 12th. One investment analyst has rated the stock with a Strong Buy rating, nineteen have given a Buy rating, two have assigned a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat, Vertiv presently has an average rating of “Moderate Buy” and an average price target of $230.28.

Insider Activity at Vertiv

In other news, EVP Anders Karlborg sold 30,487 shares of the stock in a transaction on Thursday, February 26th. The shares were sold at an average price of $246.92, for a total value of $7,527,850.04. Following the sale, the executive vice president owned 34,746 shares of the company’s stock, valued at approximately $8,579,482.32. This represents a 46.74% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, Chairman David M. Cote sold 40,000 shares of the firm’s stock in a transaction that occurred on Thursday, February 26th. The stock was sold at an average price of $255.29, for a total value of $10,211,600.00. Following the sale, the chairman directly owned 22,258 shares of the company’s stock, valued at $5,682,244.82. This represents a 64.25% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold 489,761 shares of company stock worth $123,356,815 in the last three months. Corporate insiders own 2.63% of the company’s stock.

Trending Headlines about Vertiv

Here are the key news stories impacting Vertiv this week:

• Positive Sentiment: S&P 500 inclusion creates forced, index‑driven demand and has been the primary near‑term catalyst lifting VRT; index fund buying and front‑running by traders drove the recent big jump. Read More.
• Positive Sentiment: AI‑data center exposure and product innovation are driving conviction: Vertiv launched the OneCore digital‑twin platform aimed at accelerating high‑density AI data center builds — a strategic revenue lever if adopted by hyperscalers. Read More.
• Positive Sentiment: High‑profile endorsements and upbeat analyst coverage are boosting demand — Jim Cramer called Vertiv a “Cramer fave,” and consensus analyst ratings skew to Buy/Overweight with multiple price targets above current levels. Read More.
• Neutral Sentiment: Fundamentals supporting the story: recent quarterly EPS beat and raised guidance underpin a growth narrative tied to a multibillion‑dollar order backlog for data‑center equipment. Read More.
• Neutral Sentiment: Market visibility and inclusion on AI‑themed lists are attracting longer‑term investors and ETFs, which can sustain flows after the index rebalance. Read More.
• Negative Sentiment: Insider selling: a director disposed of a large block (77,294 shares), which can be read negatively even though institutional and index flows likely dominate near‑term trading. Read More.
• Negative Sentiment: Valuation and crowding risk: VRT trades at a high PE and has seen rapid price appreciation — investors should weigh stretched multiples and the potential for short‑term profit taking after the index‑driven run. Read More.

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.