D.A. Davidson & CO. Sells 6,792 Shares of Vertiv Holdings Co. $VRT

Key Points

• D.A. Davidson cut its stake in Vertiv by 56.4%, selling 6,792 shares in Q4 and leaving the firm with 5,251 shares worth about $851,000.
• Vertiv beat quarterly expectations with Q1 EPS of $1.17 (consensus $1.00) and revenue of $2.65B (up 30.1% YoY), and it set Q2 2026 guidance of $1.37–1.43 EPS and FY2026 guidance of $6.30–6.40 EPS.
• Significant insider selling recently occurred: executives including a director and an EVP sold large blocks (e.g., 77,294 and 30,487 shares) and insiders disposed of 489,761 shares totaling about $123.4M over the past three months.

D.A. Davidson & CO. decreased its position in Vertiv Holdings Co. (NYSE:VRT - Free Report) by 56.4% during the 4th quarter, according to the company in its most recent filing with the SEC. The fund owned 5,251 shares of the company's stock after selling 6,792 shares during the quarter. D.A. Davidson & CO.'s holdings in Vertiv were worth $851,000 at the end of the most recent reporting period.

Several other large investors have also made changes to their positions in the company. Howard Capital Management Inc. grew 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 purchasing an additional 54 shares during the last quarter. Investors Asset Management of Georgia Inc. GA ADV lifted its position 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 buying an additional 55 shares in the last quarter. Waterfront Wealth Inc. lifted its position in Vertiv by 2.5% during the 4th quarter. Waterfront Wealth Inc. now owns 2,253 shares of the company's stock worth $365,000 after buying an additional 56 shares in the last quarter. Balance Wealth LLC lifted its position in Vertiv by 2.8% during the 4th quarter. Balance Wealth LLC now owns 2,089 shares of the company's stock worth $338,000 after buying an additional 57 shares in the last quarter. Finally, Legacy Capital Group California Inc. lifted its position in Vertiv by 3.2% during the 4th quarter. Legacy Capital Group California Inc. now owns 1,859 shares of the company's stock worth $301,000 after buying an additional 57 shares in the last quarter. Institutional investors own 89.92% of the company's stock.

Vertiv Stock Performance

Shares of NYSE:VRT opened at $328.11 on Monday. The stock has a market capitalization of $126.03 billion, a P/E ratio of 82.44, a P/E/G ratio of 1.41 and a beta of 2.09. Vertiv Holdings Co. has a 1-year low of $91.81 and a 1-year high of $331.97. The company has a current ratio of 1.49, a quick ratio of 1.15 and a debt-to-equity ratio of 0.69. The business has a 50-day moving average price of $274.42 and a two-hundred day moving average price of $214.19.

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

Vertiv Announces Dividend

The company also recently disclosed a quarterly dividend, which was paid on Thursday, March 26th. Shareholders of record on Tuesday, March 17th were issued 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 6.28%.

Analyst Upgrades and Downgrades

Several research analysts recently issued reports on the stock. Morgan Stanley upped their price target on shares of Vertiv from $285.00 to $350.00 and gave the stock an "overweight" rating in a research report on Thursday, April 23rd. Royal Bank Of Canada upped their price target on shares of Vertiv from $344.00 to $356.00 and gave the stock an "outperform" rating in a research report on Thursday, April 23rd. TD Cowen upped their price target on shares of Vertiv from $269.00 to $347.00 and gave the stock a "buy" rating in a research report on Thursday, April 23rd. BNP Paribas Exane assumed coverage on shares of Vertiv in a research report on Tuesday, April 14th. They set an "outperform" rating and a $345.00 price target on the stock. Finally, Evercore reiterated an "outperform" rating and set a $350.00 price target on shares of Vertiv in a research report on Monday, April 20th. Twenty-one equities research analysts have rated the stock with a Buy rating, four have assigned a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat, Vertiv currently has an average rating of "Moderate Buy" and an average target price of $278.38.

Insider Activity

In other Vertiv news, Director Edward L. Monser sold 77,294 shares of the business's 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 completion of the sale, the director directly owned 16,500 shares of the company's stock, valued at approximately $4,050,585. The trade was a 82.41% decrease in their position. The sale was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Also, EVP Anders Karlborg sold 30,487 shares of the business's stock in a transaction dated Thursday, February 26th. The stock was sold at an average price of $246.92, for a total value of $7,527,850.04. Following the sale, the executive vice president directly owned 34,746 shares of the company's stock, valued at $8,579,482.32. This represents a 46.74% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last three months, insiders sold 489,761 shares of company stock worth $123,356,815. Corporate insiders own 1.10% of the company's stock.

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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