Vertiv Holdings Co. $VRT Stock Holdings Increased by Schear Investment Advisers LLC

Schear Investment Advisers LLC increased its holdings in Vertiv Holdings Co. (NYSE:VRT) by 167.8% during the fourth quarter, Holdings Channel reports. The firm owned 14,700 shares of the company’s stock after purchasing an additional 9,210 shares during the period. Schear Investment Advisers LLC’s holdings in Vertiv were worth $2,382,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also made changes to their positions in the company. Financial Management Professionals Inc. raised its holdings in shares of Vertiv by 1,560.0% in the 3rd quarter. Financial Management Professionals Inc. now owns 166 shares of the company’s stock worth $25,000 after purchasing an additional 156 shares in the last quarter. Pacer Advisors Inc. raised its holdings in shares of Vertiv by 67.6% in the 3rd quarter. Pacer Advisors Inc. now owns 171 shares of the company’s stock worth $26,000 after purchasing an additional 69 shares in the last quarter. True Wealth Design LLC raised its holdings in shares of Vertiv by 54.0% in the 3rd quarter. True Wealth Design LLC now owns 194 shares of the company’s stock worth $29,000 after purchasing an additional 68 shares in the last quarter. Park Place Capital Corp increased its position in shares of Vertiv by 624.0% in the fourth quarter. Park Place Capital Corp now owns 181 shares of the company’s stock worth $29,000 after acquiring an additional 156 shares in the last quarter. Finally, Quent Capital LLC purchased a new position in shares of Vertiv in the third quarter worth approximately $30,000. 89.92% of the stock is currently owned by institutional investors.

Key Vertiv News

Here are the key news stories impacting Vertiv this week:

• Positive Sentiment: Q1 results materially beat expectations — Vertiv reported $1.17 EPS vs. ~$1.00 consensus and revenue of $2.65B (+30% YoY). Adjusted operating margin, operating cash flow ($767M) and adjusted free cash flow ($653M) all improved, supporting the firm’s profitability story. Press Release / Slide Deck
• Positive Sentiment: Management raised full?year FY26 guidance to $13.5–$14.0B revenue and EPS to 6.30–6.40, above prior consensus — a sign management expects sustained demand (notably AI/data?center related). This underpins longer?term growth expectations. Press Release
• Positive Sentiment: Americas segment remains a major driver — organic sales +44% YoY and now ~62% of revenue, indicating strong domestic demand and recurring momentum for infrastructure tied to AI and cloud. Seeking Alpha
• Neutral Sentiment: Company hosted a detailed earnings call and slide deck — useful for modeling assumptions (revenue mix, margins, working capital). Transcripts and slides are available for deeper review. Yahoo Finance SA Transcript
• Negative Sentiment: EMEA weakness: management flagged softness in Europe/Middle East/Africa that pressured near?term outlook and was cited by market participants as a reason for selling despite the beat. That regional drag is the main headline risk. Yahoo Finance
• Negative Sentiment: Q2 EPS guide (1.370–1.430) came in slightly below Street EPS expectations (~1.44 midpoint), which can prompt short?term profit?taking even with a raised full?year view. Seeking Alpha
• Negative Sentiment: Unusually large put option activity (40,486 puts) and premarket weakness suggest some traders are positioning for downside or hedging after the mixed print, adding selling pressure. Seeking Alpha News

Vertiv Price Performance

NYSE VRT opened at $305.65 on Thursday. 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 capitalization of $116.94 billion, a PE ratio of 89.63, a price-to-earnings-growth ratio of 1.57 and a beta of 2.04. The company has a 50 day moving average price of $264.96 and a two-hundred day moving average price of $207.62. Vertiv Holdings Co. has a 12-month low of $77.24 and a 12-month high of $323.04.

Vertiv (NYSE:VRT) last posted its earnings results on Wednesday, April 22nd. The company reported $1.17 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.00 by $0.17. The firm had revenue of $2.65 billion during the quarter, compared to analysts’ expectations of $2.63 billion. Vertiv had a net margin of 13.03% and a return on equity of 49.55%. The company’s revenue was up 30.1% compared to the same quarter last year. During the same period in the previous year, the company earned $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. As a group, equities analysts predict that Vertiv Holdings Co. will post 6.16 earnings per share for the current fiscal year.

Vertiv Announces Dividend

The company also recently disclosed a quarterly dividend, which was paid on Thursday, March 26th. Stockholders of record on Tuesday, March 17th were paid a $0.0625 dividend. This represents a $0.25 dividend on an annualized basis and a dividend yield of 0.1%. The ex-dividend date was Tuesday, March 17th. Vertiv’s payout ratio is presently 7.33%.

Insiders Place Their Bets

In other news, Director Roger Fradin sold 101,666 shares of the business’s stock in a transaction on Friday, February 27th. The shares were sold at an average price of $252.13, for a total value of $25,633,048.58. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, Chairman David M. Cote sold 40,000 shares of the business’s stock in a transaction on Thursday, February 26th. The stock was sold at an average price of $255.29, for a total transaction of $10,211,600.00. Following the completion of the sale, the chairman owned 22,258 shares of the company’s stock, valued at $5,682,244.82. The trade was a 64.25% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold 489,761 shares of company stock valued at $123,356,815 in the last three months. Company insiders own 2.63% of the company’s stock.

Analyst Upgrades and Downgrades

A number of research analysts recently commented on the stock. Citigroup boosted their price objective on shares of Vertiv from $286.00 to $340.00 and gave the company a “buy” rating in a research report on Monday, April 13th. BNP Paribas Exane assumed coverage on shares of Vertiv in a research report on Tuesday, April 14th. They set an “outperform” rating and a $345.00 price objective on the stock. Morgan Stanley reaffirmed an “overweight” rating and set a $285.00 price objective on shares of Vertiv in a research report on Friday, February 13th. HSBC assumed coverage on shares of Vertiv in a research report on Wednesday, March 25th. They set a “buy” rating and a $325.00 price objective on the stock. Finally, Jefferies Financial Group reaffirmed a “hold” rating and set a $260.00 price objective (down from $280.00) on shares of Vertiv in a research report on Tuesday, March 31st. Twenty-one research analysts have rated the stock with a Buy rating, four have assigned a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average price target of $252.95.

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.