Global Retirement Partners LLC Has $3.99 Million Holdings in Vertiv Holdings Co. $VRT

Global Retirement Partners LLC grew its holdings in shares of Vertiv Holdings Co. (NYSE:VRT) by 39.7% during the fourth quarter, HoldingsChannel.com reports. The firm owned 24,629 shares of the company’s stock after acquiring an additional 6,998 shares during the quarter. Global Retirement Partners LLC’s holdings in Vertiv were worth $3,990,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other institutional investors and hedge funds also recently made changes to their positions in VRT. Schroder Investment Management Group lifted its holdings in shares of Vertiv by 148.0% during the 3rd quarter. Schroder Investment Management Group now owns 1,828,750 shares of the company’s stock worth $275,885,000 after acquiring an additional 1,091,210 shares during the period. Federated Hermes Inc. lifted its holdings in shares of Vertiv by 934.8% during the 3rd quarter. Federated Hermes Inc. now owns 1,098,150 shares of the company’s stock worth $165,667,000 after acquiring an additional 992,031 shares during the period. Ameriprise Financial Inc. lifted its holdings in shares of Vertiv by 49.5% during the 2nd quarter. Ameriprise Financial Inc. now owns 2,811,114 shares of the company’s stock worth $361,033,000 after acquiring an additional 930,158 shares during the period. Qube Research & Technologies Ltd bought a new stake in shares of Vertiv during the 3rd quarter worth approximately $125,331,000. Finally, Vanguard Group Inc. lifted its holdings in shares of Vertiv by 2.2% during the 3rd quarter. Vanguard Group Inc. now owns 38,833,036 shares of the company’s stock worth $5,858,352,000 after acquiring an additional 826,281 shares during the period. Institutional investors own 89.92% of the company’s stock.

Vertiv News Summary

Here are the key news stories impacting Vertiv this week:

• Positive Sentiment: Vertiv is being highlighted as a key AI infrastructure winner because its cooling equipment helps solve the heat problem in dense GPU data centers, supporting long-term demand. Is This AI Data Center Stock a Buy While the Market Panics About Oversupply?
• Positive Sentiment: Vertiv was included in a momentum-stock screen, suggesting it continues to show strong trend strength and earnings-growth characteristics that traders favor. Micron & 2 Other Momentum Stocks to Buy Now for Big Upside
• Neutral Sentiment: Articles focused on whether VRT can keep moving higher after earnings, but they did not point to a fresh catalyst; they mainly framed the stock as a momentum name being reassessed by investors. Vertiv (VRT) Up 0.5% Since Last Earnings Report: Can It Continue?
• Negative Sentiment: Some commentary raised valuation concerns, noting Vertiv’s strong run has pushed the stock to an elevated earnings multiple, which could limit upside if growth expectations cool. Jim Cramer on Vertiv: “At 53 Times Earnings, I Gotta Say No Thanks”

Analyst Upgrades and Downgrades

VRT has been the subject of a number of recent analyst reports. JPMorgan Chase & Co. upped their price target on shares of Vertiv from $305.00 to $350.00 and gave the stock an “overweight” rating in a report on Friday, April 24th. Barclays upped their price target on shares of Vertiv from $345.00 to $412.00 and gave the stock an “overweight” rating in a report on Friday, May 15th. Citigroup upped their price target on shares of Vertiv from $353.00 to $414.00 and gave the stock a “buy” rating in a report on Thursday, May 7th. HSBC initiated coverage on shares of Vertiv in a report on Wednesday, March 25th. They set a “buy” rating and a $325.00 price target for the company. Finally, Evercore reaffirmed an “outperform” rating and set a $425.00 price target on shares of Vertiv in a report on Tuesday, May 12th. One research analyst has rated the stock with a Strong Buy rating, twenty-two have issued a Buy rating, three have given a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat, the company has an average rating of “Moderate Buy” and a consensus price target of $322.32.

Insiders Place Their Bets

In related news, Director Jan Van Dokkum sold 38,647 shares of the stock in a transaction that occurred on Thursday, February 26th. The shares were sold at an average price of $254.87, for a total value of $9,849,960.89. Following the completion of the transaction, the director owned 25,000 shares of the company’s stock, valued at $6,371,750. This represents a 60.72% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, 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 approximately $4,050,585. The trade was a 82.41% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 489,761 shares of company stock worth $123,356,815 over the last 90 days. Insiders own 1.10% of the company’s stock.

Vertiv Price Performance

Shares of NYSE:VRT opened at $327.78 on Friday. The company has a market cap of $125.90 billion, a price-to-earnings ratio of 82.36, a PEG ratio of 1.39 and a beta of 2.09. The company has a debt-to-equity ratio of 0.69, a current ratio of 1.49 and a quick ratio of 1.15. The firm has a 50 day simple moving average of $300.35 and a 200 day simple moving average of $229.96. Vertiv Holdings Co. has a one year low of $101.00 and a one year high of $379.93.

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

Vertiv Dividend Announcement

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

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.