Stephens Investment Management Group LLC Sells 26,143 Shares of Vertiv Holdings Co. $VRT

Stephens Investment Management Group LLC cut its holdings in shares of Vertiv Holdings Co. (NYSE:VRT) by 4.2% during the fourth quarter, Holdings Channel reports. The fund owned 600,663 shares of the company’s stock after selling 26,143 shares during the period. Vertiv makes up about 1.3% of Stephens Investment Management Group LLC’s portfolio, making the stock its 13th biggest position. Stephens Investment Management Group LLC’s holdings in Vertiv were worth $97,313,000 as of its most recent SEC filing.

A number of other large investors have also bought and sold shares of the business. WealthPlan Investment Management LLC grew its position in Vertiv by 1.5% during the 4th quarter. WealthPlan Investment Management LLC now owns 8,374 shares of the company’s stock worth $1,357,000 after acquiring an additional 120 shares during the last quarter. Financial Security Advisor Inc. acquired a new position in Vertiv during the 4th quarter worth $249,000. DNB Asset Management AS lifted its holdings in Vertiv by 5.8% during the 4th quarter. DNB Asset Management AS now owns 121,257 shares of the company’s stock worth $19,645,000 after buying an additional 6,693 shares in the last quarter. Left Brain Wealth Management LLC lifted its holdings in Vertiv by 5.2% during the 4th quarter. Left Brain Wealth Management LLC now owns 19,158 shares of the company’s stock worth $3,104,000 after buying an additional 942 shares in the last quarter. Finally, Donoghue Forlines LLC acquired a new position in Vertiv during the 4th quarter worth $2,042,000. 89.92% of the stock is currently owned by institutional investors.

More Vertiv News

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.

Analyst Ratings Changes

Several research firms have issued reports on VRT. TD Cowen upped their price objective on Vertiv from $269.00 to $347.00 and gave the stock a “buy” rating in a report on Thursday, April 23rd. Mizuho upped their price objective on Vertiv from $198.00 to $290.00 and gave the stock an “outperform” rating in a report on Thursday, February 12th. Wall Street Zen downgraded Vertiv from a “strong-buy” rating to a “buy” rating in a report on Sunday, May 10th. Weiss Ratings downgraded Vertiv from a “buy (b)” rating to a “buy (b-)” rating in a report on Friday, April 24th. Finally, BNP Paribas Exane began coverage on Vertiv in a report on Tuesday, April 14th. They set an “outperform” rating and a $345.00 price objective on the stock. Twenty-two equities research analysts have rated the stock with a Buy rating, four have given a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat, Vertiv has an average rating of “Moderate Buy” and a consensus price target of $314.45.

Vertiv Stock Performance

Shares of Vertiv stock opened at $371.05 on Friday. The company has a market capitalization of $142.52 billion, a PE ratio of 93.23, a PEG ratio of 1.59 and a beta of 2.09. Vertiv Holdings Co. has a 12 month low of $101.00 and a 12 month high of $379.93. 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 stock’s fifty day simple moving average is $293.64 and its 200 day simple moving average is $225.34.

Vertiv (NYSE:VRT) last issued its quarterly earnings data on Wednesday, April 22nd. The company reported $1.17 EPS for the quarter, topping the consensus estimate of $1.00 by $0.17. The business had revenue of $2.65 billion for the quarter, compared to the consensus estimate of $2.63 billion. Vertiv had a return on equity of 49.90% and a net margin of 14.37%.The firm’s revenue was up 30.1% compared to the same quarter last year. During the same quarter last 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. On average, research analysts predict that Vertiv Holdings Co. will post 6.42 EPS 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 issued 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 was Tuesday, March 17th. Vertiv’s dividend payout ratio is 6.28%.

Insider Activity

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 transaction of $16,506,750.00. Following the completion of the transaction, the director owned 68,333 shares in the company, valued at approximately $17,353,165.35. This represents a 48.75% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, Director Edward L. Monser sold 77,294 shares of the stock in a transaction dated Friday, March 6th. The stock was sold at an average price of $245.49, for a total value of $18,974,904.06. Following the transaction, the director owned 16,500 shares of the company’s stock, valued at approximately $4,050,585. This trade represents a 82.41% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last 90 days, insiders have sold 489,761 shares of company stock worth $123,356,815. 1.10% of the stock is currently owned by insiders.

Vertiv 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.