Pitcairn Co. Has $708,000 Stake in Vertiv Holdings Co. $VRT

Pitcairn Co. reduced its position in Vertiv Holdings Co. (NYSE:VRT) by 51.2% during the 3rd quarter, Holdings Channel.com reports. The institutional investor owned 4,696 shares of the company’s stock after selling 4,918 shares during the quarter. Pitcairn Co.’s holdings in Vertiv were worth $708,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors also recently made changes to their positions in the company. Empowered Funds LLC lifted its holdings in shares of Vertiv by 25.9% during the 1st quarter. Empowered Funds LLC now owns 11,557 shares of the company’s stock worth $834,000 after acquiring an additional 2,377 shares during the period. Sivia Capital Partners LLC bought a new position in Vertiv in the second quarter valued at approximately $567,000. Assetmark Inc. increased its stake in Vertiv by 352.4% in the second quarter. Assetmark Inc. now owns 2,497 shares of the company’s stock valued at $321,000 after acquiring an additional 1,945 shares during the last quarter. Resona Asset Management Co. Ltd. raised its position in Vertiv by 8.6% during the second quarter. Resona Asset Management Co. Ltd. now owns 115,863 shares of the company’s stock valued at $14,859,000 after purchasing an additional 9,176 shares in the last quarter. Finally, Modera Wealth Management LLC acquired a new position in Vertiv during the second quarter valued at approximately $313,000. 89.92% of the stock is currently owned by institutional investors and hedge funds.

Insider Transactions at Vertiv

In other Vertiv news, Director Steven Reinemund sold 65,000 shares of the stock in a transaction dated 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 completion of the transaction, the director directly owned 68,333 shares in the company, valued at approximately $17,353,165.35. This trade represents a 48.75% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, Director Roger Fradin sold 101,667 shares of Vertiv stock in a transaction dated Thursday, February 26th. The shares were sold at an average price of $253.42, for a total value of $25,764,451.14. Following the sale, the director directly owned 40,000 shares in the company, valued at $10,136,800. The trade was a 71.76% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last ninety days, insiders sold 412,467 shares of company stock valued at $104,381,911. 2.63% of the stock is currently owned by corporate insiders.

Vertiv Stock Performance

NYSE VRT opened at $241.91 on Friday. The firm’s fifty day moving average price is $203.27 and its two-hundred day moving average price is $175.76. The stock has a market cap of $92.55 billion, a PE ratio of 70.94, a PEG ratio of 1.22 and a beta of 2.02. The company has a debt-to-equity ratio of 0.73, a quick ratio of 1.22 and a current ratio of 1.55. Vertiv Holdings Co. has a fifty-two week low of $53.60 and a fifty-two week high of $264.86.

Vertiv (NYSE:VRT) last announced its quarterly earnings results on Wednesday, February 11th. The company reported $1.36 EPS for the quarter, beating analysts’ consensus estimates of $1.29 by $0.07. The company had revenue of $2.88 billion during the quarter, compared to analysts’ expectations of $2.89 billion. Vertiv had a return on equity of 49.55% and a net margin of 13.03%.Vertiv’s revenue was up 22.7% compared to the same quarter last year. During the same period in the prior year, the company earned $0.99 EPS. Vertiv has set its Q1 2026 guidance at 0.950-1.010 EPS and its FY 2026 guidance at 5.970-6.070 EPS. On average, equities analysts expect that Vertiv Holdings Co. will post 3.59 EPS for the current fiscal year.

Wall Street Analysts Forecast Growth

A number of equities research analysts have weighed in on VRT shares. Citigroup raised their target price on Vertiv from $220.00 to $286.00 and gave the company a “buy” rating in a report on Thursday, February 12th. The Goldman Sachs Group boosted their price target on Vertiv from $204.00 to $277.00 and gave the stock a “buy” rating in a report on Thursday, February 12th. Weiss Ratings upgraded Vertiv from a “hold (c+)” rating to a “buy (b-)” rating in a research report on Friday, February 13th. Deutsche Bank Aktiengesellschaft reaffirmed a “buy” rating and issued a $281.00 price objective on shares of Vertiv in a research note on Thursday, February 12th. Finally, Evercore reiterated an “outperform” rating and issued a $280.00 target price on shares of Vertiv in a research report on Wednesday, February 11th. One research 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, the company has an average rating of “Moderate Buy” and a consensus target price of $230.28.

Key Vertiv News

Here are the key news stories impacting Vertiv this week:

• Positive Sentiment: Zacks and other outlets flag VRT as a top-ranked momentum and strong-growth stock, citing accelerated AI-driven data?center demand and rising orders that support revenue and EPS upside. Vertiv Holdings Co. (VRT) is a Top-Ranked Momentum Stock: Should You Buy?
• Positive Sentiment: Analyst commentary and Zacks pieces highlight Vertiv as a strong growth story supported by booming AI demand and a doubled backlog that improves revenue visibility. Here’s Why Vertiv Holdings Co. (VRT) is a Strong Growth Stock
• Positive Sentiment: Forbes reviews VRT’s ~191% 12?month gain, attributing the rally to AI order flow and backlog strength—this bullish narrative supports higher valuation expectations despite recent profit?taking. What’s Behind Vertiv Stock’s Triple-Digit Growth
• Positive Sentiment: One trading strategy write-up pushes a bullish, tactical trade targeting ~48% return—reflects active investor appetite for momentum plays in VRT. (Speculative/short?term). Bullish strategy on Vertiv stock targets quick 48% return
• Positive Sentiment: S&P 500 quarterly rebalancing is being announced after the close—market speculation that Vertiv could be added would be a structural positive (inflows from index funds) if inclusion is confirmed. S&P 500 Rebalancing Tonight: Could Vertiv, SoFi, or Lumentum Join the Index?
• Neutral Sentiment: Board declared a small quarterly cash dividend ($0.0625/share payable March 26). Dividend provides modest income support but is unlikely to materially change valuation. Vertiv Declares Quarterly Dividend
• Neutral Sentiment: Recent market note: VRT outperformed the broader market in the prior session, reflecting short?term momentum that may be offset by profit?taking. Vertiv Holdings Co. (VRT) Outperforms Broader Market: What You Need to Know
• Negative Sentiment: Report of insider selling has triggered concern and short?term selling pressure; insiders selling can weigh on investor sentiment even if not unusual post?runup. Vertiv (NYSE:VRT) Trading Down 5.3% on Insider Selling
• Negative Sentiment: Coverage noting Vertiv trades at a premium valuation raises investor caution—high P/E and elevated expectations mean upside depends on continued execution and AI order realization. Vertiv Trades at a Premium Valuation: Should You Still Buy the Stock?

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.