Vertiv Holdings Co. $VRT Shares Acquired by Berkshire Capital Holdings Inc.

Berkshire Capital Holdings Inc. increased its holdings in Vertiv Holdings Co. (NYSE:VRT) by 498,300.0% during the fourth quarter, HoldingsChannel.com reports. The fund owned 49,840 shares of the company’s stock after buying an additional 49,830 shares during the period. Vertiv makes up approximately 2.7% of Berkshire Capital Holdings Inc.’s holdings, making the stock its 15th largest holding. Berkshire Capital Holdings Inc.’s holdings in Vertiv were worth $8,075,000 at the end of the most recent quarter.

A number of other institutional investors have also modified their holdings of the business. Howard Capital Management Inc. increased its holdings in shares of Vertiv by 3.0% in the 3rd quarter. Howard Capital Management Inc. now owns 1,837 shares of the company’s stock valued at $277,000 after acquiring an additional 54 shares during the period. Waterfront Wealth Inc. grew its position in Vertiv by 2.5% in the 4th quarter. Waterfront Wealth Inc. now owns 2,253 shares of the company’s stock valued at $365,000 after buying an additional 56 shares during the last quarter. Balance Wealth LLC grew its position in Vertiv by 2.8% in the 4th quarter. Balance Wealth LLC now owns 2,089 shares of the company’s stock valued at $338,000 after buying an additional 57 shares during the last quarter. Legacy Capital Group California Inc. grew its position in Vertiv by 3.2% in the 4th quarter. Legacy Capital Group California Inc. now owns 1,859 shares of the company’s stock valued at $301,000 after buying an additional 57 shares during the last quarter. Finally, Fairfield Financial Advisors LTD grew its position in Vertiv by 2.3% in the 4th quarter. Fairfield Financial Advisors LTD now owns 2,564 shares of the company’s stock valued at $415,000 after buying an additional 58 shares during the last quarter. 89.92% of the stock is owned by institutional investors and hedge funds.

Analyst Upgrades and Downgrades

A number of research firms recently weighed in on VRT. Weiss Ratings lowered shares of Vertiv from a “buy (b)” rating to a “buy (b-)” rating in a research report on Friday, April 24th. Roth Mkm reiterated a “buy” rating and issued a $355.00 price objective on shares of Vertiv in a research report on Thursday. BNP Paribas Exane began coverage on shares of Vertiv in a research report on Tuesday, April 14th. They issued an “outperform” rating and a $345.00 price objective on the stock. TD Cowen lifted their price objective on shares of Vertiv from $347.00 to $387.00 and gave the company a “buy” rating in a research report on Wednesday. Finally, Zacks Research lowered shares of 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 assigned a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat.com, Vertiv presently has a consensus rating of “Moderate Buy” and an average target price of $322.32.

Vertiv Price Performance

Shares of NYSE VRT opened at $327.78 on Friday. The firm has a market capitalization of $125.90 billion, a P/E ratio of 82.36, a PEG ratio of 1.39 and a beta of 2.09. Vertiv Holdings Co. has a one year low of $101.00 and a one year high of $379.93. The company’s fifty day moving average is $300.35 and its two-hundred day moving average is $229.96. The company has a debt-to-equity ratio of 0.69, a quick ratio of 1.15 and a current ratio of 1.49.

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 the consensus estimate of $1.00 by $0.17. The business had revenue of $2.65 billion during 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 business’s revenue was up 30.1% on a year-over-year basis. During the same quarter in the previous year, the company 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. Analysts forecast that Vertiv Holdings Co. will post 6.42 EPS for the current fiscal year.

Vertiv Announces Dividend

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 dividend of $0.0625 per share. This represents a $0.25 annualized dividend and a dividend yield of 0.1%. The ex-dividend date of this dividend was Tuesday, March 17th. Vertiv’s payout ratio is 6.28%.

Insider Buying and Selling at Vertiv

In other news, Director Edward L. Monser sold 77,294 shares of Vertiv stock in a transaction 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 transaction, the director owned 16,500 shares of the company’s stock, valued at $4,050,585. The trade was a 82.41% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available through this hyperlink. Also, Director Jan Van Dokkum sold 38,647 shares of Vertiv stock in a transaction on Thursday, February 26th. The stock was sold at an average price of $254.87, for a total value 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. This trade represents a 60.72% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last ninety days, insiders have sold 489,761 shares of company stock worth $123,356,815. Insiders own 1.10% of the company’s stock.

Vertiv News Summary

Here are the key news stories impacting Vertiv this week:

• Positive Sentiment: Vertiv is being highlighted as a key AI infrastructure winner because its cooling equipment helps solve the heat problem in dense GPU data centers, supporting long-term demand. Is This AI Data Center Stock a Buy While the Market Panics About Oversupply?
• Positive Sentiment: Vertiv was included in a momentum-stock screen, suggesting it continues to show strong trend strength and earnings-growth characteristics that traders favor. Micron & 2 Other Momentum Stocks to Buy Now for Big Upside
• Neutral Sentiment: Articles focused on whether VRT can keep moving higher after earnings, but they did not point to a fresh catalyst; they mainly framed the stock as a momentum name being reassessed by investors. Vertiv (VRT) Up 0.5% Since Last Earnings Report: Can It Continue?
• Negative Sentiment: Some commentary raised valuation concerns, noting Vertiv’s strong run has pushed the stock to an elevated earnings multiple, which could limit upside if growth expectations cool. Jim Cramer on Vertiv: “At 53 Times Earnings, I Gotta Say No Thanks”

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.