Vertiv Holdings Co. $VRT Shares Sold by Kingswood Wealth Advisors LLC

Kingswood Wealth Advisors LLC reduced its stake in shares of Vertiv Holdings Co. (NYSE:VRT) by 18.4% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 9,469 shares of the company’s stock after selling 2,134 shares during the period. Kingswood Wealth Advisors LLC’s holdings in Vertiv were worth $1,534,000 at the end of the most recent quarter.

Several other hedge funds also recently added to or reduced their stakes in VRT. Financial Management Professionals Inc. boosted 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 valued at $25,000 after buying an additional 156 shares during the period. Pacer Advisors Inc. boosted 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 valued at $26,000 after buying an additional 69 shares during the period. True Wealth Design LLC boosted 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 valued at $29,000 after buying an additional 68 shares during the period. Park Place Capital Corp boosted its holdings in shares of Vertiv by 624.0% in the 4th quarter. Park Place Capital Corp now owns 181 shares of the company’s stock valued at $29,000 after buying an additional 156 shares during the period. Finally, Quent Capital LLC acquired a new position in shares of Vertiv in the 3rd quarter valued at about $30,000. 89.92% of the stock is owned by institutional investors and hedge funds.

Insider Activity

In other Vertiv news, Chairman David M. Cote sold 40,000 shares of the business’s stock in a transaction dated 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 completion of the transaction, the chairman directly owned 22,258 shares of the company’s stock, valued at $5,682,244.82. The trade was a 64.25% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, Director Jan Van Dokkum sold 38,647 shares of the business’s stock in a transaction dated Thursday, February 26th. The shares were sold at an average price of $254.87, for a total transaction of $9,849,960.89. Following the transaction, the director directly owned 25,000 shares of the company’s stock, valued at $6,371,750. The trade was a 60.72% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 489,761 shares of company stock worth $123,356,815 over the last three months. Insiders own 2.63% of the company’s stock.

Wall Street Analysts Forecast Growth

Several research analysts have recently commented on VRT shares. Citigroup lifted their price target on shares of Vertiv from $340.00 to $353.00 and gave the company a “buy” rating in a report on Thursday. The Goldman Sachs Group lifted their price target on shares of Vertiv from $277.00 to $311.00 and gave the company a “buy” rating in a report on Tuesday, April 14th. Roth Mkm reaffirmed a “buy” rating and issued a $335.00 price target on shares of Vertiv in a report on Thursday, April 16th. Wall Street Zen lowered shares of Vertiv from a “strong-buy” rating to a “buy” rating in a report on Saturday, March 14th. Finally, Mizuho lifted their price target on shares of Vertiv from $198.00 to $290.00 and gave the company an “outperform” rating in a report on Thursday, February 12th. Twenty-one investment 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. Based on data from MarketBeat, Vertiv currently has a consensus rating of “Moderate Buy” and a consensus target price of $272.43.

More Vertiv News

Here are the key news stories impacting Vertiv this week:

• Positive Sentiment: Q1 beat and guidance raise — Vertiv reported Q1 adjusted EPS of $1.17 (well above consensus) and revenue of $2.65B, with improving margins and strong cash flow; management raised FY?2026 EPS and set a solid FY revenue range, supporting the bullish move. Vertiv Raises Outlook After Strong Q1 as Margins Improve, UBS Says
• Positive Sentiment: Strong underlying metrics — operating profit, adjusted operating margin and free?cash?flow all improved materially year?over?year, driven by data?center power demand and higher pricing power. Vertiv Reports Strong First Quarter with Diluted EPS Growth of 136%
• Positive Sentiment: Analyst upgrade — Morgan Stanley bumped its price target to $350 and kept an overweight stance, reinforcing buy-side momentum after the quarter. Benzinga
• Neutral Sentiment: Wall?street commentary and coverage — several outlets and broker notes (RBC, Zacks, Seeking Alpha analyses) highlight Vertiv’s long?term AI/data?center growth opportunity while also flagging elevated valuation after a large run-up. Vertiv Q1 Earnings Beat Estimates, Net Sales Rise Y/Y, Shares Rise
• Negative Sentiment: Near?term revenue guide slightly soft — Q2 revenue midpoint was issued a bit below some analyst estimates, which could temper upside in the next quarter if regional headwinds persist. VRT Q1 Deep Dive: Data Center Demand Drives Growth, Guidance Faces Near-Term Challenges
• Negative Sentiment: Market concerns about regional softness and valuation — reports note EMEA weakness and commentary about “peak growth/peak valuation” after the stock’s rapid gains; some traders increased put buying into the print. Vertiv: Mounting Worries Of Peak Growth And Peak Valuation

Vertiv Trading Up 5.4%

Vertiv stock opened at $321.60 on Friday. 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 firm has a 50-day moving average price of $266.67 and a two-hundred day moving average price of $208.41. The firm has a market capitalization of $123.04 billion, a price-to-earnings ratio of 80.80, a PEG ratio of 1.49 and a beta of 2.04. Vertiv Holdings Co. has a 52-week low of $80.00 and a 52-week high of $325.25.

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 analyst estimates of $2.63 billion. Vertiv had a net margin of 14.37% and a return on equity of 52.45%. Vertiv’s revenue was up 30.1% on a year-over-year basis. During the same period in the previous year, the business posted $0.64 EPS. Vertiv has set its Q2 2026 guidance at 1.370-1.430 EPS and its FY 2026 guidance at 6.300-6.400 EPS. Sell-side analysts expect that Vertiv Holdings Co. will post 6.35 earnings per share for the current year.

Vertiv Dividend Announcement

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

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.