4,575 Vertiv Holdings Co. $VRT Shares Sold by Crystal Rock Capital Management

Key Points

• Crystal Rock Capital Management reduced its Vertiv position by 11.2%, selling 4,575 shares and retaining 36,450 shares worth approximately $8.8 million. Institutional investors collectively own 89.92% of Vertiv.
• Vertiv reported strong quarterly results, with adjusted EPS of $2.21 beating the $1.82 consensus estimate and revenue rising 61.2% year over year to $4.31 billion. Robust AI data-center demand, surging orders and higher deferred revenue prompted management to raise its full-year 2026 outlook.
• Analysts maintain a generally positive view, with a consensus rating of “Moderate Buy” and an average price target of $337.81. However, Vertiv’s premium valuation, high beta and execution risks could increase volatility if capacity or supply-chain constraints delay order fulfillment.

Crystal Rock Capital Management trimmed its holdings in Vertiv Holdings Co. (NYSE:VRT - Free Report) by 11.2% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 36,450 shares of the company's stock after selling 4,575 shares during the quarter. Vertiv comprises about 4.6% of Crystal Rock Capital Management's portfolio, making the stock its 5th biggest position. Crystal Rock Capital Management's holdings in Vertiv were worth $8,796,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds also recently made changes to their positions in the business. Childress Capital Advisors LLC boosted its stake in Vertiv by 5.4% during the third quarter. Childress Capital Advisors LLC now owns 1,626 shares of the company's stock worth $392,000 after acquiring an additional 83 shares in the last quarter. D.A. Davidson & CO. increased its stake in Vertiv by 80.0% in the third quarter. D.A. Davidson & CO. now owns 8,230 shares of the company's stock valued at $1,986,000 after purchasing an additional 3,659 shares in the last quarter. Hanseatic Management Services Inc. increased its stake in Vertiv by 3.8% in the third quarter. Hanseatic Management Services Inc. now owns 2,892 shares of the company's stock valued at $698,000 after purchasing an additional 107 shares in the last quarter. Pinnacle Wealth Planning Services Inc. increased its stake in Vertiv by 14.8% in the third quarter. Pinnacle Wealth Planning Services Inc. now owns 1,990 shares of the company's stock valued at $480,000 after purchasing an additional 256 shares in the last quarter. Finally, North Dakota State Investment Board raised its holdings in shares of Vertiv by 3.9% during the third quarter. North Dakota State Investment Board now owns 11,750 shares of the company's stock valued at $2,835,000 after purchasing an additional 438 shares during the period. Institutional investors own 89.92% of the company's stock.

Key Stories Impacting Vertiv

Here are the key news stories impacting Vertiv this week:

• Positive Sentiment: Strong earnings beat: Vertiv reported adjusted earnings of $2.21 per share versus the $1.82 consensus estimate, while revenue rose 61.2% year over year to $4.31 billion, well above expectations. Adjusted EPS increased 78%, supported by operating leverage and stronger margins. Vertiv third-quarter results and guidance
• Positive Sentiment: AI infrastructure demand remains robust: Organic orders more than doubled, and deferred revenue reached approximately $4.12 billion, indicating customers are paying to secure future power and cooling equipment. The order strength suggests data-center power and thermal constraints are limiting deployment capacity rather than weakening demand. Plugging In: Vertiv Cashes In On AI Demand
• Positive Sentiment: Outlook raised: Management increased full-year 2026 guidance across key metrics and expects approximately 50% organic growth in the fourth quarter, with adjusted EPS of about $2.25. Analysts also continue to raise estimates, with reported consensus price targets implying additional upside. VRT earnings call highlights
• Positive Sentiment: Expanded growth opportunity: Vertiv’s acquisition of UtilityInnovation Group broadens its offerings in microgrids, switchgear and behind-the-meter power, while its collaboration with NVIDIA on the DSX platform targets faster AI data-center deployment. What Is Behind The Move In Vertiv Stock?
• Neutral Sentiment: Technical recovery: Analysts said the earnings-driven rally reclaimed important moving averages, potentially signaling that the prior correction is ending. A sustained breakout could support higher targets, although technical signals remain dependent on follow-through. Vertiv price forecast
• Negative Sentiment: Valuation and execution risks remain: Vertiv trades at a premium valuation after the rebound, leaving the stock vulnerable if factory capacity, supply chains or project deployments prevent its large order book from converting into revenue. Its high beta also increases volatility following the earlier decline from its peak.

Insider Activity

In other news, Director Edward Monser sold 15,287 shares of the firm's stock in a transaction that occurred on Tuesday, September 1st. The shares were sold at an average price of $253.82, for a total transaction of $3,880,146.34. Following the completion of the sale, the director owned 16,500 shares in the company, valued at $4,188,030. This trade represents a 48.09% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 1.10% of the stock is currently owned by corporate insiders.

Wall Street Analysts Forecast Growth

Several analysts have recently commented on VRT shares. Mizuho set a $300.00 target price on Vertiv in a research note on Thursday. Deutsche Bank Aktiengesellschaft dropped their price target on Vertiv from $331.00 to $323.00 and set a "buy" rating on the stock in a research note on Wednesday, September 30th. BMO Capital Markets reiterated an "outperform" rating and issued a $331.00 price target on shares of Vertiv in a report on Thursday. Evercore set a $375.00 price objective on Vertiv in a research note on Wednesday, July 29th. Finally, Loop Capital decreased their price objective on Vertiv from $500.00 to $400.00 and set a "buy" rating for the company in a report on Friday, July 31st. One research analyst has rated the stock with a Strong Buy rating, twenty-three have issued a Buy rating, five have issued a Hold rating and one has assigned a Sell rating to the company's stock. Based on data from MarketBeat.com, the company has an average rating of "Moderate Buy" and a consensus target price of $337.81.

Vertiv Trading Up 1.3%

VRT opened at $246.11 on Friday. The company has a debt-to-equity ratio of 0.53, a current ratio of 1.39 and a quick ratio of 1.03. Vertiv Holdings Co. has a fifty-two week low of $147.82 and a fifty-two week high of $379.93. The firm has a market capitalization of $94.75 billion, a PE ratio of 46.00, a P/E/G ratio of 0.84 and a beta of 2.05. The company's 50-day moving average is $243.27 and its 200 day moving average is $268.65.

Vertiv (NYSE:VRT - Get Free Report) last announced its quarterly earnings results on Wednesday, October 28th. The company reported $2.21 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.82 by $0.39. Vertiv had a return on equity of 53.31% and a net margin of 15.99%. The business had revenue of $4.31 billion during the quarter, compared to the consensus estimate of $3.75 billion. During the same quarter in the prior year, the company posted $1.24 earnings per share. Vertiv's revenue was up 61.2% compared to the same quarter last year. As a group, research analysts predict that Vertiv Holdings Co. will post 7.24 earnings per share for the current fiscal year.

Vertiv Announces Dividend

The firm also recently announced a quarterly dividend, which was paid on Thursday, September 24th. Stockholders of record on Monday, September 14th were issued a $0.0625 dividend. The ex-dividend date of this dividend was Monday, September 14th. This represents a $0.25 annualized dividend and a dividend yield of 0.1%. Vertiv's dividend payout ratio is currently 5.66%.

Vertiv Company Profile

Vertiv Holdings Co NYSE: VRT designs, manufactures and services critical digital infrastructure that supports data centers, communication networks and other facilities requiring reliable power and environmental control. Its solutions are used by cloud and colocation providers, telecommunications companies, enterprises, industrial organizations and edge-computing operators.

The company's offerings include uninterruptible power supplies, power distribution and management systems, thermal-management and cooling equipment, integrated racks and enclosures, modular infrastructure, and monitoring and control software.

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