China Universal Asset Management Co. Ltd. Invests $1.02 Million in Vertiv Holdings Co. $VRT

Key Points

• China Universal Asset Management bought a new stake of 6,271 Vertiv shares (~$1.02M) in Q4, while several large institutions (Schroder, Federated Hermes, Ameriprise, Vanguard) significantly increased positions, leaving institutional ownership around 89.92%.
• Q1 beat and raised guidance: Vertiv reported EPS of $1.17 (vs. $1.00 est.) and revenue up ~30% Y/Y, raised Q2 and FY26 EPS targets, and saw analyst price‑target upgrades and a sharp post‑earnings rally.
• Mixed risks remain: Insiders sold roughly $123M of stock in the past three months and the shares trade at a high valuation (PE ~81x), prompting concerns about peak AI/data‑center demand and near‑term revenue guidance nuance.

China Universal Asset Management Co. Ltd. acquired a new stake in shares of Vertiv Holdings Co. (NYSE:VRT - Free Report) during the fourth quarter, according to its most recent filing with the Securities & Exchange Commission. The firm acquired 6,271 shares of the company's stock, valued at approximately $1,016,000.

A number of other large investors also recently bought and sold shares of the business. Schroder Investment Management Group lifted its holdings in Vertiv by 148.0% during the third quarter. Schroder Investment Management Group now owns 1,828,750 shares of the company's stock worth $275,885,000 after buying an additional 1,091,210 shares during the period. Federated Hermes Inc. increased its holdings in shares of Vertiv by 934.8% in the 3rd quarter. Federated Hermes Inc. now owns 1,098,150 shares of the company's stock valued at $165,667,000 after acquiring an additional 992,031 shares during the period. Ameriprise Financial Inc. raised its position in shares of Vertiv by 49.5% in the 2nd 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 in the last quarter. Qube Research & Technologies Ltd purchased a new stake in shares of Vertiv during the 3rd quarter worth $125,331,000. Finally, Vanguard Group Inc. lifted its stake in shares of Vertiv by 2.2% during the 3rd quarter. Vanguard Group Inc. now owns 38,833,036 shares of the company's stock worth $5,858,352,000 after purchasing an additional 826,281 shares during the last quarter. Institutional investors own 89.92% of the company's stock.

Vertiv News Summary

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

Insider Buying and Selling at Vertiv

In other Vertiv news, Director Edward L. Monser sold 77,294 shares of the firm's stock in a transaction on Friday, March 6th. The shares were sold at an average price of $245.49, for a total value of $18,974,904.06. Following the completion of the transaction, the director owned 16,500 shares of the company's stock, valued at approximately $4,050,585. This trade represents a 82.41% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is accessible through the SEC website. Also, Director Jan Van Dokkum sold 38,647 shares of Vertiv stock in a transaction 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 sale, the director owned 25,000 shares of the company's stock, 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 a total of 489,761 shares of company stock worth $123,356,815 in the last three months. 2.63% of the stock is owned by company insiders.

Vertiv Trading Up 0.6%

Vertiv stock opened at $323.65 on Friday. The company has a debt-to-equity ratio of 0.69, a quick ratio of 1.22 and a current ratio of 1.49. 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 stock has a 50-day moving average of $268.45 and a two-hundred day moving average of $209.53. Vertiv Holdings Co. has a one year low of $80.51 and a one year high of $330.30.

Vertiv (NYSE:VRT - Get Free Report) last issued its quarterly earnings results on Wednesday, April 22nd. The company reported $1.17 earnings per share for the quarter, topping analysts' consensus estimates of $1.00 by $0.17. Vertiv had a return on equity of 49.90% and a net margin of 14.37%.The business had revenue of $2.65 billion for the quarter, compared to analyst estimates of $2.63 billion. During the same quarter in the previous year, the firm earned $0.64 earnings per share. The company's revenue was up 30.1% on a year-over-year basis. Vertiv has set its Q2 2026 guidance at 1.370-1.430 EPS and its FY 2026 guidance at 6.300-6.400 EPS. On average, research analysts anticipate that Vertiv Holdings Co. will post 6.37 EPS for the current fiscal year.

Vertiv Dividend Announcement

The business also recently announced a quarterly dividend, which was paid on Thursday, March 26th. Shareholders of record on Tuesday, March 17th were given a dividend of $0.0625 per share. This represents a $0.25 annualized dividend and a yield of 0.1%. The ex-dividend date of this dividend was Tuesday, March 17th. Vertiv's payout ratio is currently 7.33%.

Analysts Set New Price Targets

A number of brokerages recently weighed in on VRT. Citigroup lifted their target price on Vertiv from $340.00 to $353.00 and gave the company a "buy" rating in a research note on Thursday. Jefferies Financial Group restated a "hold" rating and issued a $260.00 price target (down from $280.00) on shares of Vertiv in a report on Tuesday, March 31st. Zacks Research downgraded shares of Vertiv from a "strong-buy" rating to a "hold" rating in a research report on Monday, April 13th. TD Cowen boosted their price objective on shares of Vertiv from $269.00 to $347.00 and gave the stock a "buy" rating in a research note on Thursday. Finally, Evercore reissued an "outperform" rating and set a $350.00 target price on shares of Vertiv in a research report on Monday. Twenty-one equities research analysts have rated the stock with a Buy rating, four have issued a Hold rating and one has given a Sell rating to the company's stock. Based on data from MarketBeat, the stock has a consensus rating of "Moderate Buy" and a consensus price target of $278.38.

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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