Bluebird Wealth Management LLC Purchases New Position in Vertiv Holdings Co. $VRT

Key Points

• Bluebird Wealth Management bought a new stake of 4,008 shares in Vertiv in the 4th quarter, valued at about $649,000.
• Vertiv beat quarterly estimates with $1.17 EPS (vs. $1.00 expected) and $2.65B revenue (+30.1% YoY), set Q2 2026 guidance of 1.370–1.430 EPS and FY2026 guidance of 6.300–6.400 EPS, and has seen multiple analyst price-target upgrades driving a consensus "Moderate Buy."
• Despite heavy institutional ownership (~89.9%), insiders have sold heavily recently—489,761 shares (~$123.4M) in the last 90 days—while corporate insiders currently hold about 1.10% of the stock.

Bluebird Wealth Management LLC purchased a new stake in Vertiv Holdings Co. (NYSE:VRT - Free Report) in the 4th quarter, according to its most recent filing with the SEC. The institutional investor purchased 4,008 shares of the company's stock, valued at approximately $649,000.

Several other large investors have also recently added to or reduced their stakes in the stock. Vanguard Group Inc. increased its holdings in Vertiv by 2.2% in the 3rd quarter. Vanguard Group Inc. now owns 38,833,036 shares of the company's stock valued at $5,858,352,000 after purchasing an additional 826,281 shares in the last quarter. State Street Corp increased its holdings in Vertiv by 2.3% in the 3rd quarter. State Street Corp now owns 8,459,323 shares of the company's stock valued at $1,276,173,000 after purchasing an additional 189,484 shares in the last quarter. American Century Companies Inc. increased its holdings in Vertiv by 16.7% in the 3rd quarter. American Century Companies Inc. now owns 3,431,760 shares of the company's stock valued at $517,715,000 after purchasing an additional 491,349 shares in the last quarter. Ameriprise Financial Inc. increased its holdings in Vertiv by 49.5% in the 2nd quarter. Ameriprise Financial Inc. now owns 2,811,114 shares of the company's stock valued at $361,033,000 after purchasing an additional 930,158 shares in the last quarter. Finally, Bank of New York Mellon Corp increased its holdings in Vertiv by 1.6% in the 3rd quarter. Bank of New York Mellon Corp now owns 2,143,067 shares of the company's stock valued at $323,303,000 after purchasing an additional 33,012 shares in the last quarter. 89.92% of the stock is currently owned by institutional investors and hedge funds.

Vertiv Stock Performance

Shares of VRT stock opened at $358.96 on Thursday. The company has a debt-to-equity ratio of 0.69, a quick ratio of 1.15 and a current ratio of 1.49. Vertiv Holdings Co. has a one year low of $91.84 and a one year high of $359.84. The company's 50-day simple moving average is $278.65 and its 200-day simple moving average is $216.60. The stock has a market capitalization of $137.88 billion, a price-to-earnings ratio of 90.19, a PEG ratio of 1.46 and a beta of 2.09.

Vertiv (NYSE:VRT - Get Free Report) last issued its quarterly earnings results on Wednesday, April 22nd. The company reported $1.17 EPS for the quarter, topping the consensus estimate of $1.00 by $0.17. Vertiv had a net margin of 14.37% and a return on equity of 49.90%. The business had revenue of $2.65 billion for the quarter, compared to analysts' expectations of $2.63 billion. During the same quarter last year, the company posted $0.64 earnings per share. The company's quarterly revenue was up 30.1% compared to the same quarter last year. 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 anticipate that Vertiv Holdings Co. will post 6.42 earnings per share for the current fiscal year.

Vertiv Announces Dividend

The business also recently declared a quarterly dividend, which was paid on Thursday, March 26th. Stockholders of record on Tuesday, March 17th were given a dividend of $0.0625 per share. The ex-dividend date of this dividend was Tuesday, March 17th. This represents a $0.25 annualized dividend and a dividend yield of 0.1%. Vertiv's dividend payout ratio (DPR) is presently 6.28%.

Insider Buying and Selling at Vertiv

In other news, Director Jan Van Dokkum sold 38,647 shares of the stock in a transaction dated 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 transaction, the director owned 25,000 shares of the company's stock, valued at approximately $6,371,750. This trade represents a 60.72% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, Director Edward L. Monser sold 77,294 shares of the stock in a transaction dated Friday, March 6th. The stock was sold at an average price of $245.49, for a total transaction 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. Additional details regarding this sale are available in the official SEC disclosure. In the last ninety days, insiders have sold 489,761 shares of company stock valued at $123,356,815. Corporate insiders own 1.10% of the company's stock.

Analysts Set New Price Targets

Several analysts recently issued reports on VRT shares. Mizuho increased their price target on Vertiv from $198.00 to $290.00 and gave the company an "outperform" rating in a report on Thursday, February 12th. Morgan Stanley upped their price objective on shares of Vertiv from $285.00 to $350.00 and gave the company an "overweight" rating in a research report on Thursday, April 23rd. Barclays upped their price objective on shares of Vertiv from $300.00 to $345.00 and gave the company an "overweight" rating in a research report on Thursday, April 23rd. JPMorgan Chase & Co. upped their price objective on shares of Vertiv from $305.00 to $350.00 and gave the company an "overweight" rating in a research report on Friday, April 24th. Finally, Roth Mkm reissued a "buy" rating and issued a $335.00 price objective on shares of Vertiv in a research report on Thursday, April 16th. Twenty-one research analysts have rated the stock with a Buy rating, four have assigned a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat.com, Vertiv presently has an average rating of "Moderate Buy" and an average price target of $278.38.

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.

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