EFG Asset Management Americas Corp. Sells 4,993 Shares of Vertiv Holdings Co. $VRT

EFG Asset Management Americas Corp. reduced its holdings in Vertiv Holdings Co. (NYSE:VRT) by 16.9% during the 3rd quarter, Holdings Channel reports. The institutional investor owned 24,609 shares of the company’s stock after selling 4,993 shares during the quarter. EFG Asset Management Americas Corp.’s holdings in Vertiv were worth $3,713,000 as of its most recent SEC filing.

A number of other large investors also recently modified their holdings of the business. CreativeOne Wealth LLC lifted its stake in Vertiv by 187.8% in the third quarter. CreativeOne Wealth LLC now owns 10,646 shares of the company’s stock valued at $1,606,000 after acquiring an additional 6,947 shares during the last quarter. Abundance Wealth Counselors raised its holdings in shares of Vertiv by 313.7% in the 3rd quarter. Abundance Wealth Counselors now owns 10,165 shares of the company’s stock valued at $1,533,000 after purchasing an additional 7,708 shares during the period. Union Bancaire Privee UBP SA raised its holdings in shares of Vertiv by 35.5% in the 3rd quarter. Union Bancaire Privee UBP SA now owns 272,608 shares of the company’s stock valued at $41,126,000 after purchasing an additional 71,361 shares during the period. Plato Investment Management Ltd lifted its stake in Vertiv by 272.7% in the 3rd quarter. Plato Investment Management Ltd now owns 8,825 shares of the company’s stock valued at $1,321,000 after purchasing an additional 6,457 shares during the last quarter. Finally, KLP Kapitalforvaltning AS grew its holdings in Vertiv by 5.5% during the third quarter. KLP Kapitalforvaltning AS now owns 143,100 shares of the company’s stock worth $21,588,000 after purchasing an additional 7,400 shares during the period. 89.92% of the stock is currently owned by institutional investors and hedge funds.

Insider Transactions at Vertiv

In other news, Director Edward L. Monser sold 77,294 shares of the 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 completion of the transaction, the director directly owned 16,500 shares of the company’s stock, valued at $4,050,585. This represents a 82.41% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, Director Jan Van Dokkum sold 38,647 shares of the firm’s stock in a transaction on 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 completion of the sale, the director directly owned 25,000 shares of the company’s stock, valued at $6,371,750. This represents a 60.72% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last 90 days, insiders have sold 489,761 shares of company stock worth $123,356,815. 2.63% of the stock is owned by insiders.

Analyst Ratings Changes

Several analysts have issued reports on VRT shares. Royal Bank Of Canada upped their price objective on Vertiv from $200.00 to $266.00 and gave the company an “outperform” rating in a research note on Thursday, February 12th. TD Cowen reissued a “buy” rating on shares of Vertiv in a report on Thursday, February 12th. Citigroup lifted their target price on Vertiv from $220.00 to $286.00 and gave the stock a “buy” rating in a report on Thursday, February 12th. Mizuho boosted their price target on Vertiv from $198.00 to $290.00 and gave the company an “outperform” rating in a research note on Thursday, February 12th. Finally, Evercore reiterated an “outperform” rating and set a $280.00 price objective on shares of Vertiv in a research note on Wednesday, February 11th. One equities research 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 assigned a Sell rating to the company. According to MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $230.28.

Vertiv Trading Down 2.5%

NYSE:VRT opened at $258.80 on Friday. 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 firm has a market cap of $99.02 billion, a P/E ratio of 75.89, a P/E/G ratio of 1.31 and a beta of 2.02. The firm’s fifty day moving average is $213.20 and its 200-day moving average is $180.61. Vertiv Holdings Co. has a 52 week low of $53.60 and a 52 week high of $276.78.

Vertiv (NYSE:VRT) last released its earnings results on Wednesday, February 11th. The company reported $1.36 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.29 by $0.07. The company had revenue of $2.88 billion for the quarter, compared to the consensus estimate of $2.89 billion. Vertiv had a net margin of 13.03% and a return on equity of 49.55%. Vertiv’s quarterly revenue was up 22.7% compared to the same quarter last year. During the same quarter in the previous year, the company earned $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. Equities analysts expect that Vertiv Holdings Co. will post 3.59 earnings per share for the current year.

Vertiv Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Thursday, March 26th. Investors of record on Tuesday, March 17th will be given a dividend of $0.0625 per share. The ex-dividend date of this dividend is Tuesday, March 17th. This represents a $0.25 annualized dividend and a dividend yield of 0.1%. Vertiv’s payout ratio is presently 7.33%.

Vertiv News Roundup

Here are the key news stories impacting Vertiv this week:

• Positive Sentiment: Vertiv rolled out OneCore, a digital-twin platform targeting high-density AI data centers — a strategic product that addresses faster buildouts for AI infrastructure and supports longer-term demand for Vertiv’s power/cooling systems. Vertiv (VRT) Debuts OneCore Digital Twin Platform for AI Data Centers
• Positive Sentiment: New industrial‑grade UPS design aimed at commercial markets expands Vertiv’s addressable market outside hyperscale data centers — a product-cycle catalyst that can support revenue growth and margin mix over time. Vertiv introduces industrial-grade UPS design for commercial markets
• Positive Sentiment: Strong media and analyst attention (Forbes, Jim Cramer shout-outs, Zacks blogs) and an average “Moderate Buy” analyst rating have fueled demand and investor interest in Vertiv as an AI infrastructure play. Why Vertiv Is Outpacing Every Competitor
• Neutral Sentiment: Explanatory coverage notes Vertiv is up significantly since earnings and lays out the key drivers and estimates — useful context but not a new catalyst. Momentum can attract short-term traders as well as volatility. Why Is Vertiv (VRT) Up 12.2% Since Last Earnings Report?
• Neutral Sentiment: Broader thematic pieces place Vertiv in AI/megatrend portfolios — positive for long-term thesis but these narratives can already be priced in. Megatrends Still Matter: 3 Growth Stocks for the Next 10 Years (VRT)
• Negative Sentiment: A company director sold roughly $19M of stock — a sizable insider sale that can create near-term selling pressure and raise caution for some investors. Vertiv (NYSE:VRT) Director Sells $18,974,904.06 in Stock
• Negative Sentiment: Valuation and recent run-up: coverage highlights strong gains and elevated multiples (high P/E), which increase the risk of short-term profit-taking and sensitivity to execution/guidance misses. A Look At Vertiv Holdings Co (VRT) Valuation After Strong Recent Share Price Momentum

Vertiv Company 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.