Envestnet Portfolio Solutions Inc. Cuts Holdings in Vertiv Holdings Co. $VRT

Envestnet Portfolio Solutions Inc. trimmed its holdings in shares of Vertiv Holdings Co. (NYSE:VRT) by 14.9% during the 4th quarter, HoldingsChannel.com reports. The firm owned 60,129 shares of the company’s stock after selling 10,536 shares during the quarter. Envestnet Portfolio Solutions Inc.’s holdings in Vertiv were worth $9,741,000 as of its most recent SEC filing.

Several other institutional investors have also added to or reduced their stakes in VRT. Park Place Capital Corp boosted its stake in Vertiv by 624.0% during the 4th quarter. Park Place Capital Corp now owns 181 shares of the company’s stock valued at $29,000 after purchasing an additional 156 shares during the last quarter. Kohmann Bosshard Financial Services LLC purchased a new stake in Vertiv during the 4th quarter valued at $29,000. Measured Wealth Private Client Group LLC purchased a new stake in Vertiv during the 3rd quarter valued at $30,000. Foster Dykema Cabot & Partners LLC purchased a new stake in Vertiv during the 3rd quarter valued at $31,000. Finally, Bessemer Group Inc. purchased a new stake in Vertiv during the 3rd quarter valued at $36,000. 89.92% of the stock is currently owned by hedge funds and other institutional investors.

Insider Transactions at Vertiv

In related news, Director Edward L. Monser sold 77,294 shares of the firm’s stock in a transaction on 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 directly 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 sale 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 the firm’s stock in a transaction 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 completion of the transaction, the director directly owned 40,000 shares in the company, valued at approximately $10,136,800. This represents a 71.76% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last quarter, insiders sold 489,761 shares of company stock worth $123,356,815. Company insiders own 1.10% of the company’s stock.

More Vertiv News

Here are the key news stories impacting Vertiv this week:

• Positive Sentiment: Vertiv was highlighted as a key name in Hut 8’s 1 GW Beacon Point AI data center campus in Texas, reinforcing its position as a Tier 1 provider for large-scale AI infrastructure projects. How Vertiv (VRT) Is Expanding Its Role in AI Data Center Power and Cooling
• Positive Sentiment: Another bullish piece argued Vertiv is well positioned to benefit from AI infrastructure bottlenecks, citing its high-density power systems, modular infrastructure, and thermal management products as major growth drivers. Vertiv: The Infrastructure Layer Behind AI’s Biggest Constraint
• Positive Sentiment: Vertiv hosted its investor conference today, which can help keep attention on the company’s strategy and AI-related growth outlook. Vertiv Hosts Investor Conference
• Neutral Sentiment: Coverage also noted that Fidelity’s underweight position in Vertiv hurt its fund performance in Q1, but this is more of a portfolio commentary item than a direct operating update. Underweight in Vertiv Holdings Co (VRT) Hurt Fidelity Growth Strategies Fund’s Performance in Q1
• Neutral Sentiment: Market commentary and trading videos pointed to recent pullbacks and technical volatility in VRT, but also framed the weakness as a possible setup within a still-bullish AI infrastructure trend. Bull v Bear: VRT Value Amid AI Infrastructure Buildout
• Negative Sentiment: Some trading-focused coverage noted Vertiv sold off after a strong run, suggesting investors may be taking profits even though the long-term AI story remains intact. Bull v Bear: VRT Value Amid AI Infrastructure Buildout

Wall Street Analysts Forecast Growth

Several analysts have commented on VRT shares. Citigroup increased their target price on Vertiv from $353.00 to $414.00 and gave the company a “buy” rating in a research note on Thursday, May 7th. Oppenheimer reiterated an “outperform” rating and set a $330.00 target price on shares of Vertiv in a research note on Thursday, April 23rd. TD Cowen increased their target price on Vertiv from $269.00 to $347.00 and gave the company a “buy” rating in a research note on Thursday, April 23rd. Roth Mkm reiterated a “buy” rating and set a $335.00 target price on shares of Vertiv in a research note on Thursday, April 16th. Finally, JPMorgan Chase & Co. increased their target price on Vertiv from $305.00 to $350.00 and gave the company an “overweight” rating in a research note on Friday, April 24th. Twenty-two equities 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 MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average price target of $314.45.

Vertiv Stock Performance

VRT stock opened at $322.26 on Wednesday. The company has a market cap of $123.78 billion, a P/E ratio of 80.97, a price-to-earnings-growth ratio of 1.46 and a beta of 2.09. Vertiv Holdings Co. has a 1 year low of $101.00 and a 1 year high of $379.93. The company has a debt-to-equity ratio of 0.69, a current ratio of 1.49 and a quick ratio of 1.15. The stock’s fifty day moving average price is $297.07 and its 200-day moving average price is $227.49.

Vertiv (NYSE:VRT) last released its quarterly earnings results on Wednesday, April 22nd. The company reported $1.17 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.00 by $0.17. The firm 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 company’s revenue for the quarter was up 30.1% on a year-over-year basis. During the same period 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, equities analysts forecast that Vertiv Holdings Co. will post 6.42 earnings per share for the current year.

Vertiv Dividend Announcement

The company also recently declared 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 dividend payout ratio (DPR) is 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.