Copeland Capital Management LLC Reduces Stock Position in Vertiv Holdings Co. $VRT

Key Points

• Copeland Capital Management cut its stake in Vertiv by 45.0% in Q4, selling 4,565 shares and leaving it with 5,574 shares worth about $903,000.
• Company insiders have sold heavily—directors sold large blocks (65,000 and 101,667 shares) and insiders disposed of roughly 489,761 shares valued at about $123,356,815 in the last three months.
• Vertiv reported a Q1 beat (EPS $1.17 vs $1.00; revenue $2.65B, +30% YoY), raised Q2/FY26 guidance and drew analyst price‑target upgrades and a post‑earnings rally, though some warn of valuation stretch and near‑term revenue nuance.

Copeland Capital Management LLC cut its holdings in Vertiv Holdings Co. (NYSE:VRT - Free Report) by 45.0% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 5,574 shares of the company's stock after selling 4,565 shares during the period. Copeland Capital Management LLC's holdings in Vertiv were worth $903,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also bought and sold shares of VRT. Howard Capital Management Inc. raised its stake in shares of Vertiv by 3.0% during the 3rd quarter. Howard Capital Management Inc. now owns 1,837 shares of the company's stock valued at $277,000 after purchasing an additional 54 shares during the period. Investors Asset Management of Georgia Inc. GA ADV lifted its holdings in 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 purchasing an additional 55 shares in the last quarter. Waterfront Wealth Inc. boosted its stake in 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 period. Balance Wealth LLC boosted its stake in 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 period. Finally, Legacy Capital Group California Inc. grew its holdings in Vertiv by 3.2% during the 4th quarter. Legacy Capital Group California Inc. now owns 1,859 shares of the company's stock valued at $301,000 after buying an additional 57 shares in the last quarter. Institutional investors own 89.92% of the company's stock.

Insider Activity

In related news, Director Steven Reinemund sold 65,000 shares of the stock in a transaction on Thursday, February 26th. The shares were sold at an average price of $253.95, for a total transaction of $16,506,750.00. Following the transaction, the director owned 68,333 shares of the company's stock, valued at approximately $17,353,165.35. This trade represents a 48.75% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, Director Roger Fradin sold 101,667 shares of Vertiv stock in a transaction on Thursday, February 26th. The stock was sold at an average price of $253.42, for a total transaction of $25,764,451.14. Following the completion of the transaction, the director owned 40,000 shares in the company, valued at approximately $10,136,800. The trade was a 71.76% decrease in their position. The SEC filing for this sale provides additional information. In the last three months, insiders sold 489,761 shares of company stock valued at $123,356,815. Insiders own 2.63% of the company's stock.

Vertiv Trading Up 0.6%

Shares of VRT stock opened at $323.65 on Friday. The business has a 50-day moving average price of $268.45 and a two-hundred day moving average price of $209.53. Vertiv Holdings Co. has a 12-month low of $80.51 and a 12-month high of $330.30. The company has a quick ratio of 1.22, a current ratio of 1.49 and a debt-to-equity ratio of 0.69. The firm has a market cap of $123.83 billion, a P/E ratio of 81.32, a price-to-earnings-growth ratio of 1.57 and a beta of 2.04.

Vertiv (NYSE:VRT - Get Free Report) last announced its quarterly earnings data on Wednesday, April 22nd. The company reported $1.17 EPS for the quarter, beating the consensus estimate of $1.00 by $0.17. The firm had revenue of $2.65 billion for the quarter, compared to analyst estimates of $2.63 billion. Vertiv had a return on equity of 49.90% and a net margin of 14.37%.The company's revenue was up 30.1% on a year-over-year basis. During the same period in the prior year, the company earned $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 anticipate that Vertiv Holdings Co. will post 6.37 EPS for the current fiscal year.

Vertiv Dividend Announcement

The firm also recently declared a quarterly dividend, which was paid on Thursday, March 26th. Shareholders of record on Tuesday, March 17th were paid 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 7.33%.

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

Wall Street Analyst Weigh In

A number of equities research analysts have recently issued reports on VRT shares. Weiss Ratings raised shares of Vertiv from a "hold (c+)" rating to a "buy (b-)" rating in a report on Friday, February 13th. Barclays boosted their price objective on shares of Vertiv from $300.00 to $345.00 and gave the company an "overweight" rating in a research note on Thursday. The Goldman Sachs Group upped their target price on shares of Vertiv from $277.00 to $311.00 and gave the stock a "buy" rating in a report on Tuesday, April 14th. HSBC started coverage on shares of Vertiv in a research note on Wednesday, March 25th. They issued a "buy" rating and a $325.00 target price on the stock. Finally, Evercore restated an "outperform" rating and set a $350.00 price target 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. Based on data from MarketBeat.com, the company has an average rating of "Moderate Buy" and an average 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.

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.