Pacer Advisors Inc. Purchases 16,395 Shares of Vertiv Holdings Co. $VRT

Pacer Advisors Inc. boosted its stake in Vertiv Holdings Co. (NYSE:VRT) by 9,587.7% during the 4th quarter, HoldingsChannel.com reports. The fund owned 16,566 shares of the company’s stock after purchasing an additional 16,395 shares during the quarter. Pacer Advisors Inc.’s holdings in Vertiv were worth $2,684,000 at the end of the most recent quarter.

Several other large investors have also added to or reduced their stakes in VRT. Park Place Capital Corp boosted its holdings in Vertiv by 624.0% in the fourth quarter. Park Place Capital Corp now owns 181 shares of the company’s stock valued at $29,000 after acquiring an additional 156 shares in the last quarter. Kohmann Bosshard Financial Services LLC bought a new position in Vertiv in the fourth quarter worth about $29,000. Quent Capital LLC bought a new position in Vertiv in the third quarter worth about $30,000. Measured Wealth Private Client Group LLC bought a new position in Vertiv in the third quarter worth about $30,000. Finally, Foster Dykema Cabot & Partners LLC bought a new position in Vertiv in the third quarter worth about $31,000. Institutional investors own 89.92% of the company’s stock.

Insider Activity

In other news, Director Edward L. Monser sold 77,294 shares of the firm’s stock in a transaction 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 sale, the director directly owned 16,500 shares in the company, valued at $4,050,585. This trade represents a 82.41% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this hyperlink. Also, Chairman David M. Cote sold 40,000 shares of the firm’s stock in a transaction on Thursday, February 26th. The shares were sold at an average price of $255.29, for a total transaction of $10,211,600.00. Following the sale, the chairman owned 22,258 shares in the company, valued at $5,682,244.82. The trade was a 64.25% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last ninety days, insiders sold 489,761 shares of company stock worth $123,356,815. 1.10% of the stock is currently owned by insiders.

Analysts Set New Price Targets

A number of equities analysts recently issued reports on VRT shares. TD Cowen increased their price target on shares of Vertiv from $269.00 to $347.00 and gave the stock a “buy” rating in a research note on Thursday, April 23rd. Royal Bank Of Canada increased their price target on shares of Vertiv from $344.00 to $356.00 and gave the stock an “outperform” rating in a research note on Thursday, April 23rd. The Goldman Sachs Group increased their price target on shares of Vertiv from $277.00 to $311.00 and gave the stock a “buy” rating in a research note on Tuesday, April 14th. Morgan Stanley increased their price target on shares of Vertiv from $285.00 to $350.00 and gave the stock an “overweight” rating in a research note on Thursday, April 23rd. Finally, Zacks Research downgraded shares of Vertiv from a “strong-buy” rating to a “hold” rating in a research note on Monday, April 13th. Twenty-two analysts have rated the stock with a Buy rating, four have given a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and an average price target of $294.64.

Key Headlines Impacting Vertiv

Here are the key news stories impacting Vertiv this week:

• Positive Sentiment: Vertiv’s share price has been supported by blowout first-quarter results and multiple analyst price target increases, with investors citing surging AI-driven data center demand as a key growth driver. Why Vertiv (VRT) Stock Is Trading Up Today
• Positive Sentiment: The company expanded its AI cooling capabilities by acquiring Strategic Thermal Labs, which adds liquid-cooling and high-density thermal management expertise to Vertiv’s portfolio. Why Vertiv (VRT) Sits Inside the Grid-to-Chip Power Chain for AI Infrastructure
• Positive Sentiment: Vertiv was also named a key infrastructure partner for Hut 8’s Beacon Point AI campus project, further strengthening its exposure to large-scale AI buildouts. Vertiv News Ties AI Cooling Deals To Premium Valuation Debate
• Positive Sentiment: Wall Street commentary remains favorable, with analysts and market watchers continuing to describe Vertiv as a strong “picks-and-shovels” AI infrastructure play. Wall Street Analysts See Vertiv (VRT) as a Buy: Should You Invest?
• Neutral Sentiment: Jim Cramer said investors should “buy half and then wait for a decline,” a mixed view that acknowledges Vertiv’s strengths but suggests the stock may have already run up significantly. Jim Cramer on Vertiv: “You Buy Half and Then You Wait for a Decline”

Vertiv Trading Up 1.4%

Shares of VRT stock opened at $375.22 on Friday. Vertiv Holdings Co. has a 12-month low of $101.00 and a 12-month high of $379.94. 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’s 50 day moving average is $291.25 and its 200 day moving average is $224.32. The stock has a market capitalization of $144.12 billion, a P/E ratio of 94.28, a P/E/G ratio of 1.59 and a beta of 2.09.

Vertiv (NYSE:VRT) last issued its earnings results on Wednesday, April 22nd. The company reported $1.17 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.00 by $0.17. Vertiv had a net margin of 14.37% and a return on equity of 49.90%. The company had revenue of $2.65 billion for the quarter, compared to analysts’ expectations of $2.63 billion. During the same quarter last year, the company posted $0.64 earnings per share. The firm’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. Research analysts expect that Vertiv Holdings Co. will post 6.42 earnings per share for the current year.

Vertiv Announces Dividend

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

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.