Equitable Trust Co. Takes Position in Vertiv Holdings Co. $VRT

Key Points

• Equitable Trust Co. bought a new stake of 26,307 shares in Vertiv (NYSE:VRT) worth about $4.26M in Q4, and institutional ownership stands at roughly 89.92% with large position increases from Schroder, Federated Hermes, Ameriprise and Vanguard.
• Wall Street is broadly bullish—21 analysts rate Vertiv a Buy (four Hold, one Sell) with an average price target of $278.38 and several recent target increases (e.g., RBC $356, JPMorgan $350, Mizuho $290).
• Vertiv beat Q1 expectations with $1.17 EPS (vs. $1.00) and revenue up 30.1% YoY, issued FY2026 guidance of 6.30–6.40 EPS, and its shares have surged toward 52‑week highs amid AI data‑center demand.

Equitable Trust Co. bought a new stake in shares of Vertiv Holdings Co. (NYSE:VRT - Free Report) during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm bought 26,307 shares of the company's stock, valued at approximately $4,262,000.

A number of other institutional investors have also recently modified their holdings of the business. Schroder Investment Management Group boosted its holdings in Vertiv by 148.0% in the 3rd 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 last quarter. Federated Hermes Inc. boosted its holdings in Vertiv by 934.8% in the 3rd quarter. Federated Hermes Inc. now owns 1,098,150 shares of the company's stock worth $165,667,000 after buying an additional 992,031 shares during the last quarter. Ameriprise Financial Inc. boosted its holdings in 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 buying an additional 930,158 shares during the last quarter. Qube Research & Technologies Ltd acquired a new stake in Vertiv in the 3rd quarter worth about $125,331,000. Finally, Vanguard Group Inc. boosted its holdings in Vertiv by 2.2% in the 3rd quarter. Vanguard Group Inc. now owns 38,833,036 shares of the company's stock worth $5,858,352,000 after buying an additional 826,281 shares during the last quarter. 89.92% of the stock is currently owned by institutional investors and hedge funds.

Wall Street Analysts Forecast Growth

Several equities research analysts recently issued reports on VRT shares. Mizuho lifted their price objective on Vertiv from $198.00 to $290.00 and gave the stock an "outperform" rating in a report on Thursday, February 12th. Royal Bank Of Canada lifted their price objective on Vertiv from $344.00 to $356.00 and gave the stock an "outperform" rating in a report on Thursday, April 23rd. HSBC started coverage on Vertiv in a report on Wednesday, March 25th. They issued a "buy" rating and a $325.00 price objective on the stock. JPMorgan Chase & Co. lifted their price objective on Vertiv from $305.00 to $350.00 and gave the stock an "overweight" rating in a report on Friday, April 24th. Finally, Deutsche Bank Aktiengesellschaft reiterated a "buy" rating and issued a $281.00 price objective on shares of Vertiv in a report on Thursday, February 12th. Twenty-one research analysts have rated the stock with a Buy rating, four have given a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat.com, the company has an average rating of "Moderate Buy" and an average price target of $278.38.

Vertiv Trading Up 3.0%

VRT opened at $340.93 on Wednesday. The company has a debt-to-equity ratio of 0.69, a current ratio of 1.49 and a quick ratio of 1.15. The company's 50 day simple moving average is $276.37 and its two-hundred day simple moving average is $215.33. Vertiv Holdings Co. has a 1-year low of $91.81 and a 1-year high of $341.12. The firm has a market capitalization of $130.95 billion, a price-to-earnings ratio of 85.66, a price-to-earnings-growth ratio of 1.42 and a beta of 2.09.

Vertiv (NYSE:VRT - Get Free Report) last released its 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 net margin of 14.37% and a return on equity of 49.90%. The business had revenue of $2.65 billion for the quarter, compared to analyst estimates of $2.63 billion. During the same period last year, the company posted $0.64 EPS. The business'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. Analysts expect that Vertiv Holdings Co. will post 6.42 EPS for the current fiscal year.

Vertiv Dividend Announcement

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

More Vertiv News

Here are the key news stories impacting Vertiv this week:

• Positive Sentiment: Company-reported above‑expected orders and a growing backlog support near‑term revenue visibility and explain recent upward momentum. Vertiv Holdings Co. (VRT) Surged on Above-Expected Orders and Backlog
• Positive Sentiment: Analysts and outlets point to a 28% one‑month gain driven by the AI data‑center boom, acquisitions and accelerating global growth — signaling continued upside expectations from investors focused on AI infrastructure suppliers. Vertiv Stock Jumps 28% in a Month: Buy, Sell, or Hold the Stock?
• Positive Sentiment: Sector analysis highlights how AI data centers are reshaping the power/thermal market — a thematic tailwind for Vertiv’s power and cooling product lines that supports higher long‑term demand. How AI Data Centers Are Reshaping the Power Market (And the 4 Plays Investors Are Making)
• Positive Sentiment: Vertiv appointed Frieda He as Chief Procurement Officer — a move aimed at strengthening supply‑chain resilience, lowering costs and protecting supplier quality as the company scales into AI‑driven demand. Vertiv Appoints Frieda He as Chief Procurement Officer
• Neutral Sentiment: Coverage noting a 52‑week high flags strong momentum but asks whether fundamentals justify further upside — useful for investors considering valuation and timing. Vertiv Holdings Co. (VRT) Hits Fresh High: Is There Still Room to Run?
• Neutral Sentiment: Short‑term momentum pieces track weekly gains and offer checklist items for momentum investors — they reinforce current interest but do not add new fundamental catalysts. Vertiv Holdings Co. (VRT) Is Up 1.50% in One Week: What You Should Know

Insiders Place Their Bets

In other Vertiv news, Director Jan Van Dokkum sold 38,647 shares of the firm's stock in a transaction that occurred 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 transaction, the director directly owned 25,000 shares of the company's stock, valued at $6,371,750. This trade represents a 60.72% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, Director Edward L. Monser sold 77,294 shares of the firm's stock in a transaction that occurred on 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 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 ownership of the stock. The SEC filing for this sale provides additional information. Over the last three months, insiders sold 489,761 shares of company stock worth $123,356,815. 1.10% of the stock is currently owned by insiders.

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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