Vertiv Holdings Co. $VRT Stake Increased by Fifth Third Bancorp

Fifth Third Bancorp grew its holdings in Vertiv Holdings Co. (NYSE:VRT) by 528.8% in the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 6,716 shares of the company’s stock after purchasing an additional 5,648 shares during the period. Fifth Third Bancorp’s holdings in Vertiv were worth $1,088,000 as of its most recent SEC filing.

A number of other hedge funds also recently modified their holdings of the business. Danske Bank A S lifted its holdings in shares of Vertiv by 30.3% in the fourth quarter. Danske Bank A S now owns 266,355 shares of the company’s stock valued at $43,152,000 after purchasing an additional 61,930 shares in the last quarter. Total Clarity Wealth Management Inc. lifted its holdings in shares of Vertiv by 81.4% in the fourth quarter. Total Clarity Wealth Management Inc. now owns 12,027 shares of the company’s stock valued at $1,948,000 after purchasing an additional 5,398 shares in the last quarter. Oppenheimer & Co. Inc. lifted its holdings in shares of Vertiv by 12.1% in the fourth quarter. Oppenheimer & Co. Inc. now owns 63,336 shares of the company’s stock valued at $10,261,000 after purchasing an additional 6,833 shares in the last quarter. Sigma Planning Corp lifted its holdings in shares of Vertiv by 6.8% in the fourth quarter. Sigma Planning Corp now owns 27,583 shares of the company’s stock valued at $4,469,000 after purchasing an additional 1,754 shares in the last quarter. Finally, Citizens Financial Group Inc. RI lifted its holdings in shares of Vertiv by 7.6% in the fourth quarter. Citizens Financial Group Inc. RI now owns 9,430 shares of the company’s stock valued at $1,528,000 after purchasing an additional 670 shares in the last quarter. Hedge funds and other institutional investors own 89.92% of the company’s stock.

Vertiv Trading Up 3.0%

Vertiv stock opened at $340.93 on Wednesday. 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 company has a market capitalization of $130.95 billion, a price-to-earnings ratio of 85.66, a PEG ratio of 1.42 and a beta of 2.09. Vertiv Holdings Co. has a one year low of $91.81 and a one year high of $341.12. The company’s fifty day moving average price is $276.37 and its two-hundred day moving average price is $215.33.

Vertiv (NYSE:VRT) last posted its earnings results on Wednesday, April 22nd. The company reported $1.17 EPS for the quarter, topping the consensus estimate of $1.00 by $0.17. The firm had revenue of $2.65 billion for 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 business’s quarterly revenue was up 30.1% on a year-over-year basis. During the same period in the prior year, the business posted $0.64 earnings per share. 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 forecast that Vertiv Holdings Co. will post 6.42 earnings per share for the current fiscal year.

Vertiv Announces Dividend

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

Key Stories Impacting Vertiv

Here are the key news stories impacting Vertiv this week:

• Positive Sentiment: Company-reported above?expected orders and a growing backlog support near?term revenue visibility and explain recent upward momentum. Vertiv Holdings Co. (VRT) Surged on Above-Expected Orders and Backlog
• Positive Sentiment: Analysts and outlets point to a 28% one?month gain driven by the AI data?center boom, acquisitions and accelerating global growth — signaling continued upside expectations from investors focused on AI infrastructure suppliers. Vertiv Stock Jumps 28% in a Month: Buy, Sell, or Hold the Stock?
• Positive Sentiment: Sector analysis highlights how AI data centers are reshaping the power/thermal market — a thematic tailwind for Vertiv’s power and cooling product lines that supports higher long?term demand. How AI Data Centers Are Reshaping the Power Market (And the 4 Plays Investors Are Making)
• Positive Sentiment: Vertiv appointed Frieda He as Chief Procurement Officer — a move aimed at strengthening supply?chain resilience, lowering costs and protecting supplier quality as the company scales into AI?driven demand. Vertiv Appoints Frieda He as Chief Procurement Officer
• Neutral Sentiment: Coverage noting a 52?week high flags strong momentum but asks whether fundamentals justify further upside — useful for investors considering valuation and timing. Vertiv Holdings Co. (VRT) Hits Fresh High: Is There Still Room to Run?
• Neutral Sentiment: Short?term momentum pieces track weekly gains and offer checklist items for momentum investors — they reinforce current interest but do not add new fundamental catalysts. Vertiv Holdings Co. (VRT) Is Up 1.50% in One Week: What You Should Know

Wall Street Analysts Forecast Growth

Several analysts recently issued reports on the company. Roth Mkm reiterated a “buy” rating and set a $335.00 price objective on shares of Vertiv in a report on Thursday, April 16th. TD Cowen increased their price objective on Vertiv from $269.00 to $347.00 and gave the stock a “buy” rating in a report on Thursday, April 23rd. HSBC assumed coverage on Vertiv in a report on Wednesday, March 25th. They set a “buy” rating and a $325.00 price objective for the company. Jefferies Financial Group reiterated a “hold” rating and set a $260.00 price objective (down from $280.00) on shares of Vertiv in a report on Tuesday, March 31st. Finally, BNP Paribas Exane assumed coverage on Vertiv in a report on Tuesday, April 14th. They set an “outperform” rating and a $345.00 price objective for the company. Twenty-one equities research analysts have rated the stock with a Buy rating, four have issued a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $278.38.

Insider Activity

In other news, Chairman David M. Cote sold 40,000 shares of the firm’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 sale, the chairman directly owned 22,258 shares of the company’s stock, valued at approximately $5,682,244.82. This trade represents a 64.25% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, Director Jan Van Dokkum sold 38,647 shares of Vertiv stock in a transaction dated 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 transaction, the director owned 25,000 shares in the company, valued at $6,371,750. The trade was a 60.72% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last three months, insiders sold 489,761 shares of company stock valued at $123,356,815. Corporate insiders own 1.10% of the company’s stock.

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.