Harmony Asset Management LLC Increases Position in Vertiv Holdings Co. $VRT

Harmony Asset Management LLC lifted its holdings in Vertiv Holdings Co. (NYSE:VRT) by 70.0% in the 4th quarter, Holdings Channel.com reports. The firm owned 9,705 shares of the company’s stock after purchasing an additional 3,995 shares during the quarter. Harmony Asset Management LLC’s holdings in Vertiv were worth $1,572,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also recently modified their holdings of the company. Kohmann Bosshard Financial Services LLC purchased a new position in shares of Vertiv in the 4th quarter valued at about $29,000. Park Place Capital Corp increased its stake in shares of Vertiv by 624.0% in the 4th quarter. Park Place Capital Corp now owns 181 shares of the company’s stock valued at $29,000 after purchasing an additional 156 shares in the last quarter. Cullen Frost Bankers Inc. increased its stake in shares of Vertiv by 98.9% in the 4th quarter. Cullen Frost Bankers Inc. now owns 187 shares of the company’s stock valued at $30,000 after purchasing an additional 93 shares in the last quarter. Measured Wealth Private Client Group LLC purchased a new position in shares of Vertiv in the 3rd quarter valued at about $30,000. Finally, Foster Dykema Cabot & Partners LLC purchased a new position in shares of Vertiv in the 3rd quarter valued at about $31,000. Hedge funds and other institutional investors own 89.92% of the company’s stock.

Analyst Upgrades and Downgrades

Several equities analysts recently weighed in on the company. Deutsche Bank Aktiengesellschaft restated a “buy” rating and issued a $281.00 price target on shares of Vertiv in a research note on Thursday, February 12th. Barclays lifted their price target on Vertiv from $345.00 to $412.00 and gave the company an “overweight” rating in a research note on Friday, May 15th. Loop Capital assumed coverage on Vertiv in a research note on Thursday, May 14th. They set a “buy” rating and a $500.00 price objective for the company. 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, Evercore reiterated an “outperform” rating and set a $425.00 price objective on shares of Vertiv in a research note on Tuesday, May 12th. Twenty-two investment analysts have rated the stock with a Buy rating, four have given a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat.com, Vertiv presently has an average rating of “Moderate Buy” and an average price target of $316.27.

Vertiv News Roundup

Here are the key news stories impacting Vertiv this week:

• Positive Sentiment: Vertiv remains a favored AI infrastructure name as multiple articles highlighted its role in powering and cooling next-generation data centers, which supports the long-term growth story for VRT. How Vertiv (VRT) Is Expanding Its Role in AI Data Center Power and Cooling
• Positive Sentiment: Commentary from Jim Cramer pointed to Vertiv’s strong run, reinforcing momentum interest in the stock and keeping attention on its AI-cooling exposure. Jim Cramer Highlights Vertiv’s Huge Run
• Positive Sentiment: Several pieces labeled Vertiv a top momentum stock and a long-term beneficiary of the AI infrastructure boom, suggesting continued institutional and retail enthusiasm for the name. Why Vertiv Holdings Co. (VRT) is a top momentum stock for the long term
• Positive Sentiment: Analyst-style commentary emphasized that AI infrastructure spending is accelerating and that Vertiv is positioned to benefit from the need for power, cooling, and modular data center solutions. Checking in On Red Hot AI Infrastructure Stocks
• Neutral Sentiment: Vertiv hosted an investor conference, which can help management reinforce the company’s AI and data center strategy, but no new financial guidance was provided in the headline announcement. Vertiv Hosts Investor Conference
• Neutral Sentiment: Some coverage focused on an underweight position in Vertiv hurting a fund’s performance, underscoring how crowded the AI trade has become rather than signaling a specific new catalyst for VRT. Underweight in Vertiv Holdings Co (VRT) Hurt Fidelity Growth Strategies Fund’s Performance in Q1

Insider Buying and Selling at Vertiv

In other news, Chairman David M. Cote sold 40,000 shares of the business’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 transaction of $10,211,600.00. Following the transaction, the chairman directly owned 22,258 shares in the company, valued at $5,682,244.82. The trade was a 64.25% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, Director Steven Reinemund sold 65,000 shares of the business’s stock in a transaction that occurred on Thursday, February 26th. The stock was sold at an average price of $253.95, for a total value of $16,506,750.00. Following the transaction, the director owned 68,333 shares in the company, valued at approximately $17,353,165.35. This represents a 48.75% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last quarter, insiders sold 489,761 shares of company stock worth $123,356,815. 1.10% of the stock is owned by company insiders.

Vertiv Price Performance

NYSE:VRT opened at $315.44 on Thursday. Vertiv Holdings Co. has a 12 month low of $101.00 and a 12 month high of $379.93. The stock has a 50 day moving average of $298.08 and a two-hundred day moving average of $228.35. The company has a current ratio of 1.49, a quick ratio of 1.15 and a debt-to-equity ratio of 0.69. The firm has a market cap of $121.16 billion, a P/E ratio of 79.26, a price-to-earnings-growth ratio of 1.38 and a beta of 2.09.

Vertiv (NYSE:VRT) last posted its quarterly earnings data on Wednesday, April 22nd. The company reported $1.17 EPS for the quarter, topping the consensus estimate of $1.00 by $0.17. Vertiv had a return on equity of 49.90% and a net margin of 14.37%.The company had revenue of $2.65 billion during the quarter, compared to analyst estimates of $2.63 billion. During the same period in the previous year, the business earned $0.64 EPS. Vertiv’s quarterly revenue was up 30.1% on a year-over-year basis. Vertiv has set its Q2 2026 guidance at 1.370-1.430 EPS and its FY 2026 guidance at 6.300-6.400 EPS. On average, analysts expect that Vertiv Holdings Co. will post 6.42 earnings per share for the current fiscal year.

Vertiv Dividend Announcement

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

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.