Anson Funds Management LP Invests $4.15 Million in Vertiv Holdings Co. $VRT

Key Points

• Anson Funds Management acquired a new position of 27,500 shares in Vertiv valued at $4.15 million in the third quarter, signaling fresh institutional interest.
• Company insiders sold heavily recently—notably director trades of 101,667 and 40,000 shares—and insiders unloaded 489,761 shares (~$123.4 million) over the last quarter, which could create near‑term selling pressure.
• Vertiv is positioned as an AI‑infrastructure play with the launch of the OneCore digital‑twin and new industrial UPS products, while analysts show a "Moderate Buy" consensus amid an elevated valuation (P/E ~75.9) that raises volatility risk.

Anson Funds Management LP acquired a new position in shares of Vertiv Holdings Co. (NYSE:VRT - Free Report) in the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm acquired 27,500 shares of the company's stock, valued at approximately $4,149,000.

Other institutional investors and hedge funds have also recently bought and sold shares of the company. Empowered Funds LLC increased its position in Vertiv by 25.9% in the 1st quarter. Empowered Funds LLC now owns 11,557 shares of the company's stock worth $834,000 after purchasing an additional 2,377 shares during the last quarter. Sivia Capital Partners LLC purchased a new stake in shares of Vertiv during the 2nd quarter worth about $567,000. Allworth Financial LP lifted its holdings in shares of Vertiv by 316.2% during the 2nd quarter. Allworth Financial LP now owns 2,701 shares of the company's stock valued at $347,000 after buying an additional 2,052 shares during the last quarter. Mitsubishi UFJ Trust & Banking Corp grew its stake in shares of Vertiv by 24.2% in the 2nd quarter. Mitsubishi UFJ Trust & Banking Corp now owns 192,537 shares of the company's stock valued at $24,724,000 after buying an additional 37,455 shares in the last quarter. Finally, PNC Financial Services Group Inc. grew its stake in shares of Vertiv by 13.1% in the 2nd quarter. PNC Financial Services Group Inc. now owns 52,130 shares of the company's stock valued at $6,694,000 after buying an additional 6,057 shares in the last quarter. Hedge funds and other institutional investors own 89.92% of the company's stock.

Vertiv News Roundup

Here are the key news stories impacting Vertiv this week:

• Positive Sentiment: Vertiv rolled out OneCore, a digital-twin platform targeting high-density AI data centers — a strategic product that addresses faster buildouts for AI infrastructure and supports longer-term demand for Vertiv’s power/cooling systems. Vertiv (VRT) Debuts OneCore Digital Twin Platform for AI Data Centers
• Positive Sentiment: New industrial‑grade UPS design aimed at commercial markets expands Vertiv’s addressable market outside hyperscale data centers — a product-cycle catalyst that can support revenue growth and margin mix over time. Vertiv introduces industrial-grade UPS design for commercial markets
• Positive Sentiment: Strong media and analyst attention (Forbes, Jim Cramer shout-outs, Zacks blogs) and an average “Moderate Buy” analyst rating have fueled demand and investor interest in Vertiv as an AI infrastructure play. Why Vertiv Is Outpacing Every Competitor
• Neutral Sentiment: Explanatory coverage notes Vertiv is up significantly since earnings and lays out the key drivers and estimates — useful context but not a new catalyst. Momentum can attract short-term traders as well as volatility. Why Is Vertiv (VRT) Up 12.2% Since Last Earnings Report?
• Neutral Sentiment: Broader thematic pieces place Vertiv in AI/megatrend portfolios — positive for long-term thesis but these narratives can already be priced in. Megatrends Still Matter: 3 Growth Stocks for the Next 10 Years (VRT)
• Negative Sentiment: A company director sold roughly $19M of stock — a sizable insider sale that can create near-term selling pressure and raise caution for some investors. Vertiv NYSE: VRT Director Sells $18,974,904.06 in Stock
• Negative Sentiment: Valuation and recent run-up: coverage highlights strong gains and elevated multiples (high P/E), which increase the risk of short-term profit-taking and sensitivity to execution/guidance misses. A Look At Vertiv Holdings Co (VRT) Valuation After Strong Recent Share Price Momentum

Analyst Upgrades and Downgrades

Several equities analysts recently weighed in on the stock. Evercore reaffirmed an "outperform" rating and set a $280.00 price objective on shares of Vertiv in a research report on Wednesday, February 11th. Wall Street Zen lowered shares of Vertiv from a "strong-buy" rating to a "buy" rating in a research note on Saturday. Mizuho raised their price target on shares of Vertiv from $198.00 to $290.00 and gave the company an "outperform" rating in a report on Thursday, February 12th. Citigroup lifted their price objective on shares of Vertiv from $220.00 to $286.00 and gave the company a "buy" rating in a research note on Thursday, February 12th. Finally, JPMorgan Chase & Co. decreased their price objective on shares of Vertiv from $230.00 to $225.00 and set an "overweight" rating for the company in a report on Friday, January 16th. One equities research analyst has rated the stock with a Strong Buy rating, nineteen have assigned a Buy rating, two have given a Hold rating and one has issued a Sell rating to the company's stock. Based on data from MarketBeat.com, the company has a consensus rating of "Moderate Buy" and a consensus price target of $230.28.

Vertiv Trading Down 2.5%

NYSE:VRT opened at $258.80 on Friday. The company's 50 day moving average is $213.20 and its 200-day moving average is $180.61. The company has a quick ratio of 1.22, a current ratio of 1.55 and a debt-to-equity ratio of 0.73. Vertiv Holdings Co. has a 12 month low of $53.60 and a 12 month high of $276.78. The firm has a market cap of $99.02 billion, a price-to-earnings ratio of 75.89, a P/E/G ratio of 1.31 and a beta of 2.02.

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

Vertiv Dividend Announcement

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

Insider Activity at Vertiv

In related news, Director Roger Fradin sold 101,667 shares of the business's stock in a transaction on Thursday, February 26th. The shares were sold at an average price of $253.42, for a total transaction of $25,764,451.14. Following the transaction, the director owned 40,000 shares of the company's stock, valued at approximately $10,136,800. The trade was a 71.76% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available through this hyperlink. Also, Chairman David M. Cote sold 40,000 shares of the company's stock in a transaction on Thursday, February 26th. The shares were sold at an average price of $255.29, for a total transaction of $10,211,600.00. Following the transaction, the chairman owned 22,258 shares of the company's stock, valued at approximately $5,682,244.82. The trade was a 64.25% 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 valued at $123,356,815. 2.63% of the stock is owned by corporate 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.

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