FengHe Fund Management Pte. Ltd. Takes $38.85 Million Position in Vertiv Holdings Co. $VRT

Key Points

• FengHe Fund Management Pte. Ltd. purchased 239,800 shares of Vertiv (NYSE:VRT) valued at approximately $38.85 million, making the stake about 2.2% of FengHe’s portfolio and 0.06% of Vertiv at quarter-end.
• Vertiv beat Q1 estimates with $1.17 EPS vs. $1.00 expected and $2.65 billion in revenue, and issued guidance of 1.370–1.430 EPS for Q2 2026 and 6.300–6.400 EPS for FY 2026.
• Despite elevated institutional ownership (~89.9%) and several firms raising price targets, insiders sold 489,761 shares worth roughly $123.36 million during the quarter, while the consensus rating remains a "Moderate Buy."

FengHe Fund Management Pte. Ltd. purchased a new stake in shares of Vertiv Holdings Co. (NYSE:VRT - Free Report) during the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm purchased 239,800 shares of the company's stock, valued at approximately $38,850,000. Vertiv makes up about 2.2% of FengHe Fund Management Pte. Ltd.'s investment portfolio, making the stock its 17th largest position. FengHe Fund Management Pte. Ltd. owned 0.06% of Vertiv at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also added to or reduced their stakes in VRT. Howard Capital Management Inc. grew its position in 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 in the last quarter. Investors Asset Management of Georgia Inc. GA ADV grew its position in Vertiv by 1.9% in 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. grew its position 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 in the last quarter. Balance Wealth LLC grew its position 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 in the last quarter. Finally, Legacy Capital Group California Inc. grew its position in Vertiv by 3.2% in the 4th quarter. Legacy Capital Group California Inc. now owns 1,859 shares of the company's stock worth $301,000 after purchasing an additional 57 shares in the last quarter. 89.92% of the stock is currently owned by hedge funds and other institutional investors.

Analyst Ratings Changes

VRT has been the subject of a number of recent analyst reports. Zacks Research downgraded shares of Vertiv from a "strong-buy" rating to a "hold" rating in a research report on Monday, April 13th. JPMorgan Chase & Co. upped their price objective on shares of Vertiv from $305.00 to $350.00 and gave the stock an "overweight" rating in a research report on Friday. Citigroup upped their price objective on shares of Vertiv from $340.00 to $353.00 and gave the stock a "buy" rating in a research report on Thursday. Royal Bank Of Canada upped their price objective on shares of Vertiv from $344.00 to $356.00 and gave the stock an "outperform" rating in a research report on Thursday. Finally, BNP Paribas Exane initiated coverage on shares of Vertiv in a research report on Tuesday, April 14th. They issued an "outperform" rating and a $345.00 price objective for the company. Twenty-one analysts have rated the stock with a Buy rating, four have issued a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat, the company presently has a consensus rating of "Moderate Buy" and an average target price of $278.38.

Vertiv Stock Down 0.3%

VRT opened at $322.39 on Tuesday. The company has a quick ratio of 1.15, a current ratio of 1.49 and a debt-to-equity ratio of 0.69. The stock has a market cap of $123.34 billion, a price-to-earnings ratio of 81.00, a PEG ratio of 1.40 and a beta of 2.04. Vertiv Holdings Co. has a twelve month low of $80.51 and a twelve month high of $330.30. The company's 50-day moving average price is $270.21 and its two-hundred day moving average price is $211.26.

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, beating analysts' consensus estimates of $1.00 by $0.17. The firm had revenue of $2.65 billion for the quarter, compared to analysts' expectations of $2.63 billion. Vertiv had a net margin of 14.37% and a return on equity of 49.90%. The company's quarterly revenue was up 30.1% on a year-over-year basis. During the same period in the previous year, the company earned $0.64 earnings per share. Vertiv has set its Q2 2026 guidance at 1.370-1.430 EPS and its FY 2026 guidance at 6.300-6.400 EPS. As a group, equities analysts expect that Vertiv Holdings Co. will post 6.36 earnings per share for the current year.

Vertiv Announces Dividend

The business 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 was Tuesday, March 17th. Vertiv's payout ratio is presently 6.28%.

Insider Transactions at Vertiv

In other Vertiv news, Director Jan Van Dokkum sold 38,647 shares of the business's stock in a transaction dated 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 in the company, valued at $6,371,750. The trade was a 60.72% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, Director Edward L. Monser sold 77,294 shares of the business's stock in a transaction dated Friday, March 6th. The shares were 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 owned 16,500 shares in the company, valued at approximately $4,050,585. The trade was a 82.41% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last quarter, insiders sold 489,761 shares of company stock valued at $123,356,815. Corporate insiders own 5.01% 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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