Wakefield Asset Management LLLP Has $4.02 Million Stake in Vertiv Holdings Co. $VRT

Wakefield Asset Management LLLP decreased its position in Vertiv Holdings Co. (NYSE:VRT) by 9.5% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 24,821 shares of the company’s stock after selling 2,617 shares during the quarter. Vertiv accounts for approximately 1.1% of Wakefield Asset Management LLLP’s holdings, making the stock its 28th largest holding. Wakefield Asset Management LLLP’s holdings in Vertiv were worth $4,021,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also recently modified their holdings of the company. Schroder Investment Management Group increased its position in shares of Vertiv by 148.0% in the third quarter. Schroder Investment Management Group now owns 1,828,750 shares of the company’s stock valued at $275,885,000 after acquiring an additional 1,091,210 shares during the last quarter. Federated Hermes Inc. increased its position in shares of Vertiv by 934.8% in the third quarter. Federated Hermes Inc. now owns 1,098,150 shares of the company’s stock valued at $165,667,000 after acquiring an additional 992,031 shares during the last quarter. Ameriprise Financial Inc. increased its position in shares of Vertiv by 49.5% in the second quarter. Ameriprise Financial Inc. now owns 2,811,114 shares of the company’s stock valued at $361,033,000 after acquiring an additional 930,158 shares during the last quarter. Qube Research & Technologies Ltd acquired a new stake in shares of Vertiv in the third quarter valued at about $125,331,000. Finally, Vanguard Group Inc. increased its position in shares of Vertiv by 2.2% in the third quarter. Vanguard Group Inc. now owns 38,833,036 shares of the company’s stock valued at $5,858,352,000 after acquiring an additional 826,281 shares during the last quarter. Institutional investors and hedge funds own 89.92% of the company’s stock.

Insider Buying and Selling at Vertiv

In other news, Director Edward L. Monser sold 77,294 shares of the business’s stock in a transaction that occurred on Friday, March 6th. The stock was sold at an average price of $245.49, for a total transaction of $18,974,904.06. Following the completion of the sale, the director owned 16,500 shares in the company, valued at $4,050,585. The trade was a 82.41% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available at this hyperlink. Also, Director Roger Fradin sold 101,667 shares of the business’s stock in a transaction that occurred on Thursday, February 26th. The stock was sold at an average price of $253.42, for a total value of $25,764,451.14. Following the sale, the director owned 40,000 shares of the company’s stock, valued at approximately $10,136,800. This represents a 71.76% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 489,761 shares of company stock valued at $123,356,815 in the last three months. Corporate insiders own 1.10% of the company’s stock.

Wall Street Analyst Weigh In

VRT has been the topic of a number of recent research reports. Roth Mkm reaffirmed a “buy” rating and issued a $335.00 target price on shares of Vertiv in a research report on Thursday, April 16th. Weiss Ratings downgraded Vertiv from a “buy (b)” rating to a “buy (b-)” rating in a research report on Friday, April 24th. HSBC initiated coverage on Vertiv in a research report on Wednesday, March 25th. They issued a “buy” rating and a $325.00 target price on the stock. Royal Bank Of Canada lifted their target price on Vertiv from $356.00 to $435.00 and gave the company an “outperform” rating in a research report on Friday. Finally, Zacks Research downgraded Vertiv from a “strong-buy” rating to a “hold” rating in a research report on Monday, April 13th. Twenty-two analysts have rated the stock with a Buy rating, four have given a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus price target of $314.45.

Key Stories Impacting Vertiv

Here are the key news stories impacting Vertiv this week:

• Positive Sentiment: Bank of America raised its price target on Vertiv to $440 from $370 and kept a buy rating, reinforcing the view that the stock still has meaningful upside. Benzinga
• Positive Sentiment: Royal Bank of Canada also increased its target to $435 from $356 and reiterated outperform, adding to the wave of bullish analyst calls after Vertiv’s strong AI-infrastructure positioning. The Fly
• Positive Sentiment: Multiple recent articles highlight Vertiv as a key winner in AI data-center buildouts, including liquid cooling, high-density thermal management, and power infrastructure, which are all core growth areas for the company.
• Positive Sentiment: Vertiv’s acquisition of Strategic Thermal Labs and its partnership work tied to AI campus projects support its long-term growth story by expanding its cooling and thermal capabilities.

Vertiv Trading Down 1.4%

Vertiv stock opened at $371.05 on Friday. Vertiv Holdings Co. has a 52 week low of $101.00 and a 52 week high of $379.93. The company has a debt-to-equity ratio of 0.69, a quick ratio of 1.15 and a current ratio of 1.49. The stock has a market capitalization of $142.52 billion, a P/E ratio of 93.23, a PEG ratio of 1.61 and a beta of 2.09. The stock has a 50-day simple moving average of $293.64 and a 200 day simple moving average of $225.34.

Vertiv (NYSE:VRT) last posted its quarterly earnings results on Wednesday, April 22nd. The company reported $1.17 EPS for the quarter, topping analysts’ consensus estimates of $1.00 by $0.17. Vertiv had a return on equity of 49.90% and a net margin of 14.37%.The business had revenue of $2.65 billion during the quarter, compared to analysts’ expectations of $2.63 billion. During the same quarter last year, the company posted $0.64 earnings per share. Vertiv’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. 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. Investors of record on Tuesday, March 17th were issued a dividend of $0.0625 per share. The ex-dividend date was Tuesday, March 17th. This represents a $0.25 dividend on an annualized basis and a yield of 0.1%. Vertiv’s dividend payout ratio (DPR) is presently 6.28%.

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.