KERR FINANCIAL PLANNING Corp Purchases New Holdings in Vertiv Holdings Co. $VRT

KERR FINANCIAL PLANNING Corp purchased a new position in shares of Vertiv Holdings Co. (NYSE:VRT) during the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm purchased 2,005 shares of the company’s stock, valued at approximately $302,000.

A number of other institutional investors have also recently bought and sold shares of the business. CreativeOne Wealth LLC lifted its position in shares of Vertiv by 187.8% during the 3rd quarter. CreativeOne Wealth LLC now owns 10,646 shares of the company’s stock valued at $1,606,000 after buying an additional 6,947 shares during the last quarter. Abundance Wealth Counselors grew its stake in Vertiv by 313.7% during the third quarter. Abundance Wealth Counselors now owns 10,165 shares of the company’s stock valued at $1,533,000 after acquiring an additional 7,708 shares in the last quarter. Union Bancaire Privee UBP SA increased its holdings in shares of Vertiv by 35.5% in the third quarter. Union Bancaire Privee UBP SA now owns 272,608 shares of the company’s stock worth $41,126,000 after purchasing an additional 71,361 shares during the period. Plato Investment Management Ltd increased 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 worth $1,321,000 after acquiring an additional 6,457 shares during the last quarter. Finally, KLP Kapitalforvaltning AS increased its position in shares of Vertiv by 5.5% in 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 last quarter. Institutional investors own 89.92% of the company’s stock.

More Vertiv News

Here are the key news stories impacting Vertiv this week:

• Positive Sentiment: Expanded collaboration with NVIDIA to supply simulation‑ready, modular power & cooling infrastructure for NVIDIA’s Vera Rubin DSX and Omniverse DSX AI factory reference designs — this deepens Vertiv’s role in AI data‑center buildouts and reduces deployment risk for customers, supporting revenue visibility. Vertiv NVIDIA Tie Up Links AI Factory Buildouts To Valuation Debate
• Positive Sentiment: Analysts and commentators highlight Vertiv as a core “pick‑and‑shovel” supplier to AI and data‑center expansion — noting a large backlog (~$15B cited in coverage), strong 2026 sales guidance and expanding margins that underpin medium‑term earnings growth. Vertiv: Remains A Fantastic Pick And Shovel AI Play
• Positive Sentiment: Momentum trade: coverage notes the stock’s strong YTD performance and continued upside from momentum traders and some Wall Street strategists, which can amplify rallies as institutional interest grows. Vertiv Stock Just Spiked Higher. Wall Street Pros Say It’s Not Done
• Positive Sentiment: Industry outlook: sector pieces list Vertiv among IT‑services/infrastructure names benefiting from digitization and higher IT spending, which supports secular demand for cooling and power solutions. 3 IT Services Stocks to Buy Right Now From a Prospering Industry
• Neutral Sentiment: Corporate/operational update: regional hires in New Zealand strengthen local leadership but are unlikely to move the stock materially. Vertiv Bolsters NZ Leadership With Key Auckland Hires
• Neutral Sentiment: Market recaps note recent outperformance versus the broader market, reflecting the factors above rather than new company‑specific news. Vertiv Holdings Co. (VRT) Outperforms Broader Market: What You Need to Know
• Negative Sentiment: Valuation/analyst pushback: after a large rally some analysts have downgraded to “Hold,” saying shares are nearer fair value — a high PE and the stock’s rapid run can limit near‑term upside and increase sensitivity to execution misses. Vertiv: An Upcoming S and P 500 Member, Shares Near Fair Value (Downgrade)

Insider Buying and Selling at Vertiv

In other Vertiv news, Chairman David M. Cote sold 40,000 shares of the company’s stock in a transaction dated 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 completion of the sale, the chairman owned 22,258 shares in the company, valued at $5,682,244.82. This represents a 64.25% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through this hyperlink. Also, Director Edward L. Monser sold 77,294 shares of the firm’s stock in a transaction that occurred on Friday, March 6th. The stock was sold at an average price of $245.49, for a total transaction of $18,974,904.06. Following the sale, the director owned 16,500 shares in the company, valued at approximately $4,050,585. The trade was a 82.41% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last ninety days, insiders have sold 489,761 shares of company stock worth $123,356,815. 5.01% of the stock is owned by company insiders.

Wall Street Analyst Weigh In

Several equities research analysts have issued reports on the company. Oppenheimer reaffirmed an “outperform” rating and set a $270.00 price target on shares of Vertiv in a research note on Thursday, February 12th. Evercore reissued an “outperform” rating and issued a $280.00 price target on shares of Vertiv in a report on Wednesday, February 11th. TD Cowen reissued a “buy” rating on shares of Vertiv in a research note on Thursday, February 12th. Wall Street Zen lowered Vertiv from a “strong-buy” rating to a “buy” rating in a research report on Saturday. Finally, JPMorgan Chase & Co. cut their price objective on Vertiv from $230.00 to $225.00 and set an “overweight” rating on the stock in a research report on Friday, January 16th. One investment analyst has rated the stock with a Strong Buy rating, nineteen have assigned a Buy rating, two have given a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $230.28.

Vertiv Stock Performance

Vertiv stock opened at $268.34 on Wednesday. Vertiv Holdings Co. has a fifty-two week low of $53.60 and a fifty-two week high of $276.78. The stock’s 50 day simple moving average is $216.88 and its two-hundred day simple moving average is $182.88. 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 market cap of $102.67 billion, a price-to-earnings ratio of 78.69, a PEG ratio of 1.34 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 for the quarter, beating the consensus estimate of $1.29 by $0.07. The company had revenue of $2.88 billion for the quarter, compared to analyst estimates of $2.89 billion. Vertiv had a return on equity of 49.55% and a net margin of 13.03%.The firm’s revenue was up 22.7% on a year-over-year basis. During the same period in the previous year, the company posted $0.99 earnings per share. 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 expect that Vertiv Holdings Co. will post 3.59 earnings per share for the current fiscal year.

Vertiv Announces Dividend

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

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.