Arizona State Retirement System Trims Stock Position in Vertiv Holdings Co. $VRT

Key Points

• Arizona State Retirement System cut its Vertiv stake by 7.4% in Q4, selling 7,967 shares and now holds 99,757 shares valued at about $16.16 million.
• Vertiv beat Q1 expectations — EPS $1.17 vs. $1.00 and revenue up ~30% Y/Y — spurring major firms (Citigroup, JPMorgan, TD Cowen) to raise price targets into the roughly $347–$353 range and support a "Moderate Buy" consensus.
• Mixed conviction: insiders sold about $123M of stock in the last 90 days even as institutional ownership sits near 89.9%, raising potential concerns about valuation and near‑term momentum.

Arizona State Retirement System cut its holdings in shares of Vertiv Holdings Co. (NYSE:VRT - Free Report) by 7.4% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 99,757 shares of the company's stock after selling 7,967 shares during the quarter. Arizona State Retirement System's holdings in Vertiv were worth $16,162,000 as of its most recent filing with the Securities and Exchange Commission.

Several other large investors have also recently added to or reduced their stakes in VRT. Howard Capital Management Inc. lifted its holdings in Vertiv by 3.0% during the 3rd quarter. Howard Capital Management Inc. now owns 1,837 shares of the company's stock worth $277,000 after buying an additional 54 shares during the last quarter. Investors Asset Management of Georgia Inc. GA ADV lifted its holdings in shares of Vertiv by 1.9% in the 3rd quarter. Investors Asset Management of Georgia Inc. GA ADV now owns 3,020 shares of the company's stock worth $456,000 after purchasing an additional 55 shares during the last quarter. Waterfront Wealth Inc. lifted its holdings in shares of Vertiv by 2.5% in the 4th quarter. Waterfront Wealth Inc. now owns 2,253 shares of the company's stock worth $365,000 after purchasing an additional 56 shares during the last quarter. Balance Wealth LLC lifted its holdings in shares of Vertiv by 2.8% in the 4th quarter. Balance Wealth LLC now owns 2,089 shares of the company's stock worth $338,000 after purchasing an additional 57 shares during the last quarter. Finally, Legacy Capital Group California Inc. lifted its holdings in shares of Vertiv by 3.2% in the 4th quarter. Legacy Capital Group California Inc. now owns 1,859 shares of the company's stock worth $301,000 after purchasing an additional 57 shares during the last quarter. 89.92% of the stock is currently owned by hedge funds and other institutional investors.

Analysts Set New Price Targets

VRT has been the topic of several recent research reports. Citigroup raised their price target on Vertiv from $340.00 to $353.00 and gave the stock a "buy" rating in a report on Thursday. JPMorgan Chase & Co. raised their price target on Vertiv from $305.00 to $350.00 and gave the stock an "overweight" rating in a report on Friday. Deutsche Bank Aktiengesellschaft reissued a "buy" rating and issued a $281.00 price target on shares of Vertiv in a report on Thursday, February 12th. TD Cowen raised their price target on Vertiv from $269.00 to $347.00 and gave the stock a "buy" rating in a report on Thursday. Finally, Weiss Ratings raised Vertiv from a "hold (c+)" rating to a "buy (b-)" rating in a research note on Friday, February 13th. Twenty-one equities research analysts have rated the stock with a Buy rating, four have assigned a Hold rating and one has issued a Sell rating to the company's stock. Based on data from MarketBeat.com, the company presently has an average rating of "Moderate Buy" and an average target price of $278.38.

Trending Headlines about Vertiv

Here are the key news stories impacting Vertiv this week:

• Positive Sentiment: Q1 beat and guidance lift — Vertiv reported Q1 EPS of $1.17 (well ahead of consensus) and revenue up ~30% Y/Y; management raised Q2 and FY26 EPS guidance, citing strong data‑center demand and margin improvement. Vertiv Q1 Earnings Beat, Net Sales Rise Y/Y, Shares Rise
• Positive Sentiment: Analyst price‑target upgrades — Major firms (Morgan Stanley, JPMorgan) moved to "overweight" and raised targets to ~$350, supporting further upside expectations. Price Target Raises
• Positive Sentiment: Market reaction — Multiple outlets report a sharp post‑earnings rally and higher share prices as Wall Street re‑prices Vertiv for stronger AI/data‑center spending. Vertiv Surges After Q1 Beat
• Neutral Sentiment: Options flow spike — Unusually large options activity may amplify intraday moves but can reflect speculative positioning rather than fundamental conviction. Unusually Large Options Trading
• Neutral Sentiment: Sector/market context — Broader bullish tone for AI and data‑center names is helping Vertiv, per recent MarketBeat coverage. Vertiv Keeps Chugging, Price Targets Flip to the Upside
• Negative Sentiment: Insider selling — Company insiders sold roughly $100M+ of stock over the past year, a potential red flag for some investors about near‑term conviction. Insiders Sold US$102m In Stock
• Negative Sentiment: Valuation/peak‑growth concerns — Commentary notes rapid share gains (300%+ Y/Y for some periods) and warns of risk if AI/data‑center demand moderates; some analysts highlight valuation stretch. Mounting Worries Of Peak Growth And Peak Valuation
• Negative Sentiment: Near‑term revenue guide nuance — Management’s next‑quarter revenue guidance was viewed as slightly below some analyst estimates, a possible short‑term headwind despite the full‑year raise. VRT Q1 Deep Dive

Vertiv Stock Up 0.6%

Shares of VRT stock opened at $323.65 on Friday. Vertiv Holdings Co. has a 1 year low of $80.51 and a 1 year high of $330.30. The stock has a market cap of $123.83 billion, a PE ratio of 81.32, a price-to-earnings-growth ratio of 1.57 and a beta of 2.04. The business's fifty day moving average is $268.45 and its 200-day moving average is $209.53. The company has a debt-to-equity ratio of 0.69, a quick ratio of 1.22 and a current ratio of 1.49.

Vertiv (NYSE:VRT - Get Free Report) last issued its 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 business had revenue of $2.65 billion for the quarter, compared to analysts' expectations of $2.63 billion. Vertiv had a return on equity of 49.90% and a net margin of 14.37%.The company's quarterly revenue was up 30.1% on a year-over-year basis. During the same period in the previous year, the firm 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. Equities analysts expect that Vertiv Holdings Co. will post 6.37 earnings per share for the current fiscal year.

Vertiv Announces Dividend

The business also recently announced a quarterly dividend, which was paid on Thursday, March 26th. Investors of record on Tuesday, March 17th were issued 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 payout ratio is presently 7.33%.

Insiders Place Their Bets

In related 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 value of $18,974,904.06. Following the transaction, the director directly owned 16,500 shares in the company, valued at $4,050,585. The trade was a 82.41% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available through this link. Also, Chairman David M. Cote sold 40,000 shares of the firm's stock in a transaction on Thursday, February 26th. The stock was sold at an average price of $255.29, for a total value of $10,211,600.00. Following the completion of the sale, the chairman directly owned 22,258 shares of the company's stock, valued at approximately $5,682,244.82. This trade represents a 64.25% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last ninety days, insiders sold 489,761 shares of company stock worth $123,356,815. Corporate insiders own 2.63% of the company's stock.

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.

Want to see what other hedge funds are holding VRT? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Vertiv Holdings Co. (NYSE:VRT - Free Report).

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.