Bokf Na Sells 16,087 Shares of Vertiv Holdings Co. $VRT

Key Points

• Bokf Na reduced its stake in Vertiv by 36.4% in Q4, selling 16,087 shares and leaving the firm with 28,148 shares valued at about $4.56 million per its latest 13F filing.
• Company insiders have been significant sellers recently — Director Jan Van Dokkum sold 38,647 shares (~$9.85M) and EVP Anders Karlborg sold 30,487 shares (~$7.53M); insiders disposed of 489,761 shares worth $123.36M in the last 90 days and now own 1.10% of the stock.
• Analysts remain largely positive after Vertiv beat quarterly estimates (EPS $1.17 vs. $1.00; revenue $2.65B, up 30.1% YoY), with multiple firms raising price targets and a MarketBeat consensus of "Moderate Buy" and an average target of $278.38 while the stock trades near its 52‑week high (~$359).

Bokf Na cut its holdings in Vertiv Holdings Co. (NYSE:VRT - Free Report) by 36.4% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 28,148 shares of the company's stock after selling 16,087 shares during the period. Bokf Na's holdings in Vertiv were worth $4,560,000 as of its most recent SEC filing.

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

Insider Buying and Selling

In other Vertiv news, Director Jan Van Dokkum sold 38,647 shares of Vertiv stock in a transaction on Thursday, February 26th. The shares were sold at an average price of $254.87, for a total value of $9,849,960.89. Following the sale, the director directly owned 25,000 shares in the company, valued at approximately $6,371,750. The trade was a 60.72% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is accessible through this link. Also, EVP Anders Karlborg sold 30,487 shares of Vertiv stock in a transaction on 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 in the company, valued at approximately $8,579,482.32. This represents a 46.74% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 489,761 shares of company stock worth $123,356,815 in the last 90 days. 1.10% of the stock is owned by company insiders.

Wall Street Analyst Weigh In

Several analysts have recently commented on the stock. The Goldman Sachs Group raised their price objective on shares of Vertiv from $277.00 to $311.00 and gave the company a "buy" rating in a research report on Tuesday, April 14th. Morgan Stanley raised 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. Roth Mkm restated a "buy" rating and set a $335.00 price objective on shares of Vertiv in a research report on Thursday, April 16th. Weiss Ratings downgraded shares of Vertiv from a "buy (b)" rating to a "buy (b-)" rating in a research report on Friday, April 24th. Finally, Citigroup raised their price objective on shares of Vertiv from $340.00 to $353.00 and gave the company a "buy" rating in a research report on Thursday, April 23rd. Twenty-one research analysts have rated the stock with a Buy rating, four have issued a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat, the company presently has a consensus rating of "Moderate Buy" and an average target price of $278.38.

Vertiv Stock Performance

Shares of NYSE VRT 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. The company has a market cap of $137.88 billion, a P/E ratio of 90.19, a P/E/G ratio of 1.46 and a beta of 2.09. The firm's fifty day moving average is $278.65 and its two-hundred day moving average is $216.60. Vertiv Holdings Co. has a 52-week low of $91.84 and a 52-week high of $359.84.

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

Vertiv Announces Dividend

The business also recently declared a quarterly dividend, which was paid on Thursday, March 26th. Shareholders of record on Tuesday, March 17th were issued a $0.0625 dividend. This represents a $0.25 dividend on an annualized basis and a yield of 0.1%. The ex-dividend date was Tuesday, March 17th. Vertiv's payout ratio is currently 6.28%.

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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