Benchmark Investment Advisors LLC Acquires New Stake in Vertiv Holdings Co. $VRT

Key Points

• Benchmark acquired a new stake in Vertiv in Q3 — 14,842 shares valued at about $2.25 million, representing roughly 1.3% of the firm's portfolio and its 25th largest holding.
• Vertiv beat quarterly EPS estimates ($1.36 vs. $1.29) with revenue up 22.7% year-over-year and provided Q1 and FY2026 EPS guidance, but the stock trades near its 52-week high with a high P/E (~75.9), signaling elevated valuation risk.
• Large insider selling has occurred recently (including two executives selling sizable blocks and ~489,761 shares worth ~$123M in the last 90 days), even as the company rolls out AI‑focused products like the OneCore digital‑twin and draws a mostly positive analyst consensus ("Moderate Buy" average target ~$230).

Benchmark Investment Advisors LLC acquired a new position in shares of Vertiv Holdings Co. (NYSE:VRT - Free Report) in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund acquired 14,842 shares of the company's stock, valued at approximately $2,246,000. Vertiv makes up about 1.3% of Benchmark Investment Advisors LLC's investment portfolio, making the stock its 25th biggest position.

Several other institutional investors also recently modified their holdings of the stock. 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 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% during 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 acquiring an additional 55 shares during the last quarter. JBR Co Financial Management Inc lifted its holdings in shares of Vertiv by 0.8% during the 3rd quarter. JBR Co Financial Management Inc now owns 7,825 shares of the company's stock worth $1,180,000 after acquiring an additional 65 shares during the last quarter. Plancorp LLC grew its position in Vertiv by 1.3% in the third quarter. Plancorp LLC now owns 5,317 shares of the company's stock worth $802,000 after acquiring an additional 67 shares in the last quarter. Finally, Crossmark Global Holdings Inc. grew its position in Vertiv by 1.9% in the third quarter. Crossmark Global Holdings Inc. now owns 3,562 shares of the company's stock worth $537,000 after acquiring an additional 67 shares in the last quarter. 89.92% of the stock is currently owned by institutional investors.

Vertiv Stock Performance

Shares of VRT opened at $258.80 on Friday. The company has a quick ratio of 1.22, a current ratio of 1.55 and a debt-to-equity ratio of 0.73. The stock has a market cap of $99.02 billion, a P/E ratio of 75.89, a P/E/G ratio of 1.34 and a beta of 2.02. The business's 50 day moving average price is $213.20 and its 200-day moving average price is $180.24. Vertiv Holdings Co. has a 52 week low of $53.60 and a 52 week high of $276.78.

Vertiv (NYSE:VRT - Get Free Report) last released its quarterly earnings data on Wednesday, February 11th. The company reported $1.36 earnings per share for the quarter, beating analysts' consensus estimates of $1.29 by $0.07. Vertiv had a net margin of 13.03% and a return on equity of 49.55%. The business had revenue of $2.88 billion during the quarter, compared to analyst estimates of $2.89 billion. During the same period last year, the business earned $0.99 EPS. Vertiv's revenue was up 22.7% compared to the same quarter last year. 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 research analysts anticipate that Vertiv Holdings Co. will post 3.59 earnings per share for the current fiscal year.

Vertiv Announces Dividend

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

Insider Activity at Vertiv

In other news, EVP Anders Karlborg sold 30,487 shares of the company's stock in a transaction dated Thursday, February 26th. The shares were sold at an average price of $246.92, for a total transaction of $7,527,850.04. Following the completion of the sale, the executive vice president owned 34,746 shares of the company's stock, valued at $8,579,482.32. This represents a 46.74% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, Director Jan Van Dokkum sold 38,647 shares of the stock in a transaction that occurred on Thursday, February 26th. The stock was 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 owned 25,000 shares in the company, valued at $6,371,750. The trade was a 60.72% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold 489,761 shares of company stock valued at $123,356,815 in the last 90 days. 2.63% of the stock is owned by company insiders.

Vertiv News Summary

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

Wall Street Analyst Weigh In

A number of brokerages recently weighed in on VRT. Wall Street Zen cut Vertiv from a "strong-buy" rating to a "buy" rating in a report on Saturday. Weiss Ratings upgraded shares of Vertiv from a "hold (c+)" rating to a "buy (b-)" rating in a research report on Friday, February 13th. Oppenheimer reissued an "outperform" rating and set a $270.00 price target on shares of Vertiv in a research note on Thursday, February 12th. Roth Mkm reaffirmed a "buy" rating and issued a $275.00 price objective on shares of Vertiv in a research note on Thursday, February 12th. Finally, Royal Bank Of Canada increased their target price on shares of Vertiv from $200.00 to $266.00 and gave the company an "outperform" rating in a report on Thursday, February 12th. One analyst has rated the stock with a Strong Buy rating, nineteen have issued a Buy rating, two have assigned a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat.com, Vertiv currently has a consensus rating of "Moderate Buy" and an average target price 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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