Elevation Point Wealth Partners LLC Has $1.18 Million Stock Holdings in Vertiv Holdings Co. $VRT

Key Points

• Elevation Point Wealth Partners trimmed its stake in Vertiv by 33.1%, selling 3,881 shares to hold 7,836 shares valued at about $1.18 million.
• Vertiv beat EPS (Q: $1.36 vs. $1.29 est.), reported revenue up 22.7% YoY to $2.88B, set FY‑2026 guidance of 5.97–6.07 EPS, and carries a consensus "Moderate Buy" target of $230.28.
• Large insider sales occurred recently (489,761 shares worth ~$123.4M in the past 90 days) even as the stock trades near a 12‑month high (~$265), with a high P/E (~77.7) and institutional ownership around 89.9%.

Elevation Point Wealth Partners LLC trimmed its stake in shares of Vertiv Holdings Co. (NYSE:VRT - Free Report) by 33.1% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 7,836 shares of the company's stock after selling 3,881 shares during the quarter. Elevation Point Wealth Partners LLC's holdings in Vertiv were worth $1,182,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other hedge funds and other institutional investors also recently made changes to their positions in the company. Financial Management Professionals Inc. increased its position in Vertiv by 1,560.0% during the 3rd quarter. Financial Management Professionals Inc. now owns 166 shares of the company's stock valued at $25,000 after purchasing an additional 156 shares during the period. Promus Capital LLC acquired a new position in shares of Vertiv in the 2nd quarter worth approximately $26,000. Pacer Advisors Inc. boosted its stake in shares of Vertiv by 67.6% in the 3rd quarter. Pacer Advisors Inc. now owns 171 shares of the company's stock valued at $26,000 after purchasing an additional 69 shares during the last quarter. True Wealth Design LLC boosted its stake in shares of Vertiv by 54.0% in the 3rd quarter. True Wealth Design LLC now owns 194 shares of the company's stock valued at $29,000 after purchasing an additional 68 shares during the last quarter. Finally, Quent Capital LLC acquired a new stake in shares of Vertiv during the third quarter worth $30,000. 89.92% of the stock is owned by institutional investors and hedge funds.

Vertiv Trading Up 2.3%

NYSE:VRT opened at $264.81 on Tuesday. Vertiv Holdings Co. has a 12 month low of $53.60 and a 12 month high of $276.78. The company has a current ratio of 1.55, a quick ratio of 1.22 and a debt-to-equity ratio of 0.73. The stock has a market capitalization of $101.31 billion, a price-to-earnings ratio of 77.66, a PEG ratio of 1.31 and a beta of 2.02. The firm has a fifty day simple moving average of $215.02 and a two-hundred day simple moving average of $181.89.

Vertiv (NYSE:VRT - Get Free Report) last released its quarterly earnings data on Wednesday, February 11th. The company reported $1.36 earnings per share (EPS) for the quarter, topping analysts' consensus estimates of $1.29 by $0.07. The company had revenue of $2.88 billion for the quarter, compared to analysts' expectations of $2.89 billion. Vertiv had a net margin of 13.03% and a return on equity of 49.55%. The business's revenue was up 22.7% on a year-over-year basis. During the same quarter in the prior year, the firm earned $0.99 EPS. Vertiv has set its Q1 2026 guidance at 0.950-1.010 EPS and its FY 2026 guidance at 5.970-6.070 EPS. Analysts expect that Vertiv Holdings Co. will post 3.59 EPS for the current fiscal year.

Vertiv Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Thursday, March 26th. Shareholders of record on Tuesday, March 17th will be issued a $0.0625 dividend. The ex-dividend date is Tuesday, March 17th. This represents a $0.25 annualized dividend and a yield of 0.1%. Vertiv's dividend payout ratio is presently 7.33%.

Vertiv News Summary

Here are the key news stories impacting Vertiv this week:

• Positive Sentiment: Vertiv announced it will provide converged physical‑infrastructure models for NVIDIA’s Vera Rubin DSX AI factory reference design, accelerating deployment and reducing integration risk for large AI sites — a direct commercial tie to scalable AI workloads that can drive demand for Vertiv’s power and cooling solutions. Vertiv Brings Converged Physical Infrastructure to NVIDIA Vera Rubin DSX AI Factories
• Positive Sentiment: Vertiv formed a BYOP&C alliance with Generate Capital and expanded its PowerBar Track busway to support higher power densities — moves that address grid constraints and speed AI data center deployments in North America, improving addressable market and near‑term sales opportunities. Vertiv Targets AI Data Center Growth With BYOP&C Alliance And Busway Expansion
• Positive Sentiment: Vertiv added senior leadership in Auckland, NZ, strengthening its local commercial footprint in APAC — a modest but tangible sign of geographic expansion into markets that support long‑term growth. Vertiv Bolsters NZ Leadership With Key Auckland Hires
• Neutral Sentiment: Market coverage notes VRT outperformed the broader market in recent trading (shares up and above recent averages), reflecting elevated investor interest and higher volume — useful context but not a new company development. Vertiv Holdings Co. (VRT) Outperforms Broader Market: What You Need to Know
• Neutral Sentiment: Profiles and investor commentary highlighting Vertiv’s growth story and AI exposure are circulating — supportive for sentiment but not necessarily material on their own. Why this investor loves Vertiv Holdings
• Neutral Sentiment: Media pieces discussing TV/commentator noise (the "Cramer curse" angle) may add short‑term volatility or headline trading but are not company fundamentals. The 'Cramer curse'? Here's what's happening with Vertiv stock today
• Negative Sentiment: Seeking Alpha downgraded VRT to "Hold" after a ~211% rally, arguing shares are near fair value despite strong execution; that view could limit further upside and encourage some investors to take profits. Vertiv: An Upcoming S&P 500 Member, Shares Near Fair Value (Downgrade)

Wall Street Analysts Forecast Growth

A number of brokerages recently weighed in on VRT. Wolfe Research downgraded shares of Vertiv from an "outperform" rating to a "peer perform" rating in a research note on Tuesday, December 9th. Wall Street Zen downgraded Vertiv from a "strong-buy" rating to a "buy" rating in a report on Saturday. Deutsche Bank Aktiengesellschaft reissued a "buy" rating and issued a $281.00 price objective on shares of Vertiv in a research report on Thursday, February 12th. Royal Bank Of Canada boosted their price objective on Vertiv from $200.00 to $266.00 and gave the company an "outperform" rating in a research note on Thursday, February 12th. Finally, Morgan Stanley restated an "overweight" rating and set a $285.00 target price on shares of Vertiv in a research report on Friday, February 13th. One research analyst has rated the stock with a Strong Buy rating, nineteen have assigned a Buy rating, two have issued a Hold rating and one has issued a Sell rating to the company's stock. According to data from MarketBeat, Vertiv has an average rating of "Moderate Buy" and a consensus target price of $230.28.

Insider Transactions at Vertiv

In related news, Director Edward L. Monser sold 77,294 shares of the stock in a transaction on Friday, March 6th. The stock was sold at an average price of $245.49, for a total value of $18,974,904.06. Following the transaction, the director directly owned 16,500 shares in the company, valued at $4,050,585. This trade represents a 82.41% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, Director Roger Fradin sold 101,666 shares of the business's stock in a transaction on Friday, February 27th. The shares were sold at an average price of $252.13, for a total transaction of $25,633,048.58. 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. Company insiders own 5.01% of the company's stock.

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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