14,700 Shares in Vertiv Holdings Co. $VRT Acquired by M & L Capital Management Ltd

Key Points

• M & L Capital Management purchased 14,700 shares of Vertiv (NYSE:VRT) in Q4, valued at about $2.38 million, making the stock 0.5% of the fund's portfolio and its 18th-largest position.
• Significant insider selling: Chairman David M. Cote and Director Jan Van Dokkum sold 40,000 and 38,647 shares respectively on Feb. 26, and insiders have disposed of 489,761 shares (≈$123.4M) in the last 90 days while insiders now own 2.63% of the company.
• Positive catalysts and outlook: Vertiv’s upcoming S&P 500 inclusion (effective March 23), strong AI-driven demand and the ThermoKey acquisition support revenue/backlog visibility, and analysts maintain a consensus "Moderate Buy" with a $230.28 price target after a recent EPS beat and FY‑2026 guidance.

M & L Capital Management Ltd purchased a new position in shares of Vertiv Holdings Co. (NYSE:VRT - Free Report) in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund purchased 14,700 shares of the company's stock, valued at approximately $2,382,000. Vertiv makes up 0.5% of M & L Capital Management Ltd's portfolio, making the stock its 18th largest position.

A number of other large investors also recently modified their holdings of VRT. Financial Management Professionals Inc. grew its stake in shares of Vertiv by 1,560.0% during the third quarter. Financial Management Professionals Inc. now owns 166 shares of the company's stock worth $25,000 after purchasing an additional 156 shares in the last quarter. Pacer Advisors Inc. raised its stake in Vertiv by 67.6% in the third quarter. Pacer Advisors Inc. now owns 171 shares of the company's stock valued at $26,000 after buying an additional 69 shares in the last quarter. Park Place Capital Corp raised its stake in Vertiv by 624.0% in the fourth quarter. Park Place Capital Corp now owns 181 shares of the company's stock valued at $29,000 after buying an additional 156 shares in the last quarter. True Wealth Design LLC lifted its holdings in Vertiv by 54.0% during the 3rd quarter. True Wealth Design LLC now owns 194 shares of the company's stock worth $29,000 after buying an additional 68 shares during the last quarter. Finally, Quent Capital LLC purchased a new stake in Vertiv during the 3rd quarter worth about $30,000. 89.92% of the stock is owned by hedge funds and other institutional investors.

Insiders Place Their Bets

In related news, Chairman David M. Cote sold 40,000 shares of Vertiv stock in a transaction on Thursday, February 26th. The shares were sold at an average price of $255.29, for a total value of $10,211,600.00. Following the transaction, the chairman directly owned 22,258 shares in the company, valued at $5,682,244.82. This trade represents a 64.25% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available at the SEC website. Also, Director Jan Van Dokkum sold 38,647 shares of the business's stock in a transaction on 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 completion of the transaction, the director directly owned 25,000 shares in the company, valued at $6,371,750. This represents a 60.72% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last 90 days, insiders have sold 489,761 shares of company stock valued at $123,356,815. 2.63% of the stock is owned by company insiders.

Vertiv Price Performance

Shares of NYSE:VRT opened at $256.00 on Tuesday. Vertiv Holdings Co. has a one year low of $53.60 and a one year high of $276.78. The stock has a market capitalization of $97.95 billion, a price-to-earnings ratio of 75.07, a PEG ratio of 1.29 and a beta of 2.02. The company has a 50-day simple moving average of $224.50 and a 200-day simple moving average of $186.71. The company has a debt-to-equity ratio of 0.73, a quick ratio of 1.22 and a current ratio of 1.55.

Vertiv (NYSE:VRT - Get Free Report) last released its quarterly earnings results on Wednesday, February 11th. The company reported $1.36 earnings per share (EPS) for the quarter, topping analysts' consensus estimates of $1.29 by $0.07. The firm had revenue of $2.88 billion for the quarter, compared to analyst estimates of $2.89 billion. Vertiv had a return on equity of 49.55% and a net margin of 13.03%.The business's revenue was up 22.7% on a year-over-year basis. During the same quarter last year, the company posted $0.99 earnings per share. Vertiv has set its Q1 2026 guidance at 0.950-1.010 EPS and its FY 2026 guidance at 5.970-6.070 EPS. On average, analysts predict that Vertiv Holdings Co. will post 3.59 EPS for the current year.

Vertiv Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Thursday, March 26th. Shareholders of record on Tuesday, March 17th will be paid a $0.0625 dividend. This represents a $0.25 annualized dividend and a dividend yield of 0.1%. The ex-dividend date is Tuesday, March 17th. Vertiv's dividend payout ratio (DPR) is 7.33%.

Key Headlines Impacting Vertiv

Here are the key news stories impacting Vertiv this week:

• Positive Sentiment: Acquisition of ThermoKey expands Vertiv's heat‑rejection and heat‑exchange capabilities for high‑density AI data centers; this strengthens OEM and system‑integrator relationships and should broaden product optionality and margin mix. Vertiv to Acquire ThermoKey
• Positive Sentiment: S&P 500 inclusion (effective March 23) increases passive/ETF demand and widens the investor base — a structural bid that often supports near‑term share price strength for newly added names. S&P Rebalancing
• Positive Sentiment: Strong AI demand story: recent coverage highlights surging orders, backlog growth, a high book‑to‑bill, and a strategic tie‑up with NVIDIA — all supporting revenue and backlog visibility into 2026. Analysts see further upside. VRT Benefits From Robust AI Infrastructure Demand
• Neutral Sentiment: Investor education/ratings pieces (Zacks, Motley Fool coverage) are raising visibility and may attract growth‑oriented buyers but don't change fundamentals by themselves. Vertiv Is Up 64% in 2026
• Neutral Sentiment: Trading commentary urges caution—technical resistance and short‑term reversal risk exist after a strong run; useful for active traders sizing positions. The Big 3: SPY, AVGO, VRT
• Negative Sentiment: Valuation and momentum risk: the stock trades at elevated multiples (high P/E and beta) after a huge move, and some outlets question how much further the AI rally can run — raising the risk of profit‑taking if growth expectations slip. Vertiv Joins the S&P 500

Wall Street Analysts Forecast Growth

VRT has been the topic of a number of recent analyst reports. Morgan Stanley reiterated an "overweight" rating and issued a $285.00 price objective on shares of Vertiv in a report on Friday, February 13th. Weiss Ratings upgraded Vertiv from a "hold (c+)" rating to a "buy (b-)" rating in a research note on Friday, February 13th. Royal Bank Of Canada increased their price target on shares of Vertiv from $200.00 to $266.00 and gave the company an "outperform" rating in a research note on Thursday, February 12th. Wolfe Research lowered shares of Vertiv from an "outperform" rating to a "peer perform" rating in a research note on Tuesday, December 9th. Finally, Oppenheimer reissued an "outperform" rating and set a $270.00 price objective on shares of Vertiv in a report on Thursday, February 12th. One equities research analyst has rated the stock with a Strong Buy rating, nineteen have issued a Buy rating, two have issued a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat, the company currently has a consensus rating of "Moderate Buy" and a consensus price target of $230.28.

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.

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