Jefferies Financial Group Inc. Makes New Investment in Vertiv Holdings Co. $VRT

Jefferies Financial Group Inc. purchased a new position in Vertiv Holdings Co. (NYSE:VRT) in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund purchased 43,028 shares of the company’s stock, valued at approximately $6,491,000.

Other large investors have also modified their holdings of the company. Empowered Funds LLC raised its stake in shares of Vertiv by 25.9% in the first quarter. Empowered Funds LLC now owns 11,557 shares of the company’s stock valued at $834,000 after acquiring an additional 2,377 shares in the last quarter. Sivia Capital Partners LLC acquired a new position in Vertiv during the 2nd quarter worth $567,000. Modera Wealth Management LLC purchased a new stake in Vertiv during the 2nd quarter worth about $313,000. Vestmark Advisory Solutions Inc. purchased a new stake in Vertiv during the 2nd quarter worth about $830,000. Finally, Penserra Capital Management LLC raised its position in Vertiv by 35.4% in the 2nd quarter. Penserra Capital Management LLC now owns 46,594 shares of the company’s stock valued at $5,981,000 after purchasing an additional 12,174 shares in the last quarter. Hedge funds and other institutional investors own 89.92% of the company’s stock.

Vertiv Price Performance

VRT stock opened at $264.87 on Tuesday. The business has a 50 day moving average price of $205.25 and a 200 day moving average price of $177.07. The company has a quick ratio of 1.22, a current ratio of 1.55 and a debt-to-equity ratio of 0.73. The stock has a market cap of $101.34 billion, a price-to-earnings ratio of 77.68, a PEG ratio of 1.22 and a beta of 2.02. Vertiv Holdings Co. has a fifty-two week low of $53.60 and a fifty-two week high of $266.67.

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

Vertiv Announces Dividend

The business also recently declared 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 dividend on an annualized basis and a yield of 0.1%. Vertiv’s payout ratio is 7.33%.

Insider Buying and Selling

In other news, Director Edward L. Monser sold 77,294 shares of the business’s stock in a transaction dated Friday, March 6th. The stock was sold at an average price of $245.49, for a total value of $18,974,904.06. Following the completion of the sale, 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. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, Director Jan Van Dokkum sold 38,647 shares of the company’s stock in a transaction dated 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 sale, the director directly owned 25,000 shares of the company’s stock, valued at approximately $6,371,750. This trade represents a 60.72% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold a total of 489,761 shares of company stock valued at $123,356,815 over the last ninety days. Company insiders own 5.01% of the company’s stock.

Vertiv News Summary

Here are the key news stories impacting Vertiv this week:

• Positive Sentiment: S&P 500 inclusion will create mechanical, index-driven demand (forced buying by ETFs and index funds) and has already helped push the stock to multi?week/52?week highs. This is the primary near?term driver supporting the stock. Vertiv Stock Jumps 8% After S&P 500 Inclusion
• Positive Sentiment: Underlying fundamentals back the technical rally: recent quarterly results beat EPS estimates, management has raised FY guidance, and the business is benefiting from strong AI/data?center demand (large order backlog for power/cooling equipment), which supports continued revenue visibility. Vertiv Rises on S&P 500 Inclusion Announcement
• Neutral Sentiment: Company announced a small quarterly dividend (annualized yield ~0.1%; ex?dividend March 17). This is modest income support but not a major valuation driver.
• Neutral Sentiment: Positive analyst/media coverage and inclusion on “AI/megatrend” lists are increasing visibility among long?term investors, which can help sustain interest beyond the technical index effect. 4 Top Stocks Long-Term Investors Should Buy in March
• Negative Sentiment: Insider selling: Director Edward L. Monser sold 77,294 shares (large block) in early March, reducing his holding by ~82%. While insider sales can be seen as a red flag, the S&P inclusion and institutional inflows are likely to dwarf this as a near?term market force. SEC Filing – Insider Sale

Analyst Upgrades and Downgrades

A number of equities analysts have recently commented on VRT shares. Wolfe Research downgraded Vertiv from an “outperform” rating to a “peer perform” rating in a research report on Tuesday, December 9th. Evercore reiterated an “outperform” rating and issued a $280.00 price target on shares of Vertiv in a research note on Wednesday, February 11th. Citigroup boosted their price target on shares of Vertiv from $220.00 to $286.00 and gave the stock a “buy” rating in a report on Thursday, February 12th. Weiss Ratings raised shares of Vertiv from a “hold (c+)” rating to a “buy (b-)” rating in a research report on Friday, February 13th. Finally, Mizuho raised their price objective on shares of Vertiv from $198.00 to $290.00 and gave the company an “outperform” rating in a report on Thursday, February 12th. One analyst has rated the stock with a Strong Buy rating, nineteen have given a Buy rating, two have given a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat, Vertiv presently has an average rating of “Moderate Buy” and a consensus target price of $230.28.

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.