FSA Advisors Inc. Purchases Shares of 6,213 Vertiv Holdings Co. $VRT

Key Points

• FSA Advisors bought a new stake of 6,213 shares (~$1.01M) in Vertiv during Q4, and institutional investors now own about 89.92% of the company.
• Vertiv beat quarterly estimates with $1.17 EPS (vs. $1.00 est.) and $2.65B revenue (up 30.1% YoY), and issued FY 2026 guidance of 6.30–6.40 EPS.
• Research analysts are broadly positive (consensus "Moderate Buy" with a $278.38 target), but insiders sold large positions — 489,761 shares (~$123.4M) last quarter — creating mixed signals.

FSA Advisors Inc. purchased a new stake in Vertiv Holdings Co. (NYSE:VRT - Free Report) during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund purchased 6,213 shares of the company's stock, valued at approximately $1,007,000.

A number of other institutional investors have also recently made changes to their positions in VRT. Pacer Advisors Inc. grew its position 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 buying an additional 69 shares during the last quarter. True Wealth Design LLC grew its position 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 buying an additional 68 shares during the last quarter. Park Place Capital Corp grew its position in shares of Vertiv by 624.0% in the 4th quarter. Park Place Capital Corp now owns 181 shares of the company's stock valued at $29,000 after buying an additional 156 shares during the last quarter. Kohmann Bosshard Financial Services LLC bought a new stake in shares of Vertiv in the 4th quarter valued at about $29,000. Finally, Quent Capital LLC bought a new stake in shares of Vertiv during the 3rd quarter valued at about $30,000. Institutional investors own 89.92% of the company's stock.

Analysts Set New Price Targets

VRT has been the topic of several research analyst reports. BNP Paribas Exane initiated coverage on Vertiv in a research report on Tuesday, April 14th. They set an "outperform" rating and a $345.00 target price on the stock. The Goldman Sachs Group upped their target price on Vertiv from $277.00 to $311.00 and gave the company a "buy" rating in a research report on Tuesday, April 14th. HSBC initiated coverage on Vertiv in a research report on Wednesday, March 25th. They set a "buy" rating and a $325.00 target price on the stock. Jefferies Financial Group restated a "hold" rating and set a $260.00 target price (down from $280.00) on shares of Vertiv in a research report on Tuesday, March 31st. Finally, Weiss Ratings lowered Vertiv from a "buy (b)" rating to a "buy (b-)" rating in a research report on Friday, April 24th. Twenty-one 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. According to MarketBeat.com, Vertiv presently has a consensus rating of "Moderate Buy" and a consensus price target of $278.38.

Vertiv Stock Down 0.1%

Shares of NYSE:VRT opened at $328.11 on Monday. The business's 50 day simple moving average is $274.42 and its two-hundred day simple moving average is $214.19. The firm has a market cap of $126.03 billion, a P/E ratio of 82.44, a PEG ratio of 1.41 and a beta of 2.09. The company has a debt-to-equity ratio of 0.69, a quick ratio of 1.15 and a current ratio of 1.49. Vertiv Holdings Co. has a 52-week low of $91.81 and a 52-week high of $331.97.

Vertiv (NYSE:VRT - Get Free Report) last announced its quarterly earnings results on Wednesday, April 22nd. The company reported $1.17 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.00 by $0.17. The business 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 quarterly revenue was up 30.1% on a year-over-year basis. During the same quarter in the prior 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, research analysts forecast that Vertiv Holdings Co. will post 6.42 EPS for the current fiscal year.

Vertiv Announces Dividend

The company also recently declared a quarterly dividend, which was paid on Thursday, March 26th. Shareholders of record on Tuesday, March 17th were issued a $0.0625 dividend. The ex-dividend date was Tuesday, March 17th. This represents a $0.25 annualized dividend and a yield of 0.1%. Vertiv's dividend payout ratio is presently 6.28%.

Insiders Place Their Bets

In other Vertiv news, Chairman David M. Cote sold 40,000 shares of the stock in a transaction that occurred on Thursday, February 26th. The stock was sold at an average price of $255.29, for a total value of $10,211,600.00. Following the transaction, the chairman owned 22,258 shares in the company, valued at approximately $5,682,244.82. This represents a 64.25% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, Director Steven Reinemund sold 65,000 shares of the stock in a transaction that occurred on Thursday, February 26th. The stock was sold at an average price of $253.95, for a total value of $16,506,750.00. Following the completion of the transaction, the director owned 68,333 shares in the company, valued at approximately $17,353,165.35. The trade was a 48.75% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last quarter, insiders have sold 489,761 shares of company stock valued at $123,356,815. 1.10% of the stock is currently owned by corporate insiders.

About Vertiv

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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