Greenberg Financial Group Makes New $893,000 Investment in Vertiv Holdings Co. $VRT

Key Points

• Greenberg Financial Group opened a new position in Vertiv (NYSE: VRT) in Q4, buying 5,515 shares worth approximately $893,000.
• Vertiv beat expectations with $1.36 EPS vs. $1.29 expected and revenue up 22.7% YoY, and it set FY2026 guidance of 5.97–6.07 EPS as AI/data‑center demand fuels growth.
• Investor signals are mixed: institutional ownership is about 89.9% and analysts rate the stock a "Moderate Buy" (consensus target ~$237.45), yet insiders sold 489,761 shares (≈$123.4M) in the past 90 days.

Greenberg Financial Group purchased a new position in Vertiv Holdings Co. (NYSE:VRT - Free Report) during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor purchased 5,515 shares of the company's stock, valued at approximately $893,000.

Several other institutional investors and hedge funds have also added to or reduced their stakes in VRT. Empowered Funds LLC boosted its holdings in Vertiv by 25.9% in the first quarter. Empowered Funds LLC now owns 11,557 shares of the company's stock worth $834,000 after acquiring an additional 2,377 shares in the last quarter. Sivia Capital Partners LLC bought a new position in shares of Vertiv in the second quarter valued at approximately $567,000. Cerity Partners LLC lifted its holdings in shares of Vertiv by 29.0% in the second quarter. Cerity Partners LLC now owns 88,559 shares of the company's stock valued at $11,372,000 after purchasing an additional 19,889 shares in the last quarter. Cary Street Partners Financial LLC lifted its holdings in shares of Vertiv by 19.8% in the second quarter. Cary Street Partners Financial LLC now owns 1,390 shares of the company's stock valued at $178,000 after purchasing an additional 230 shares in the last quarter. Finally, Bank of Nova Scotia lifted its holdings in shares of Vertiv by 49.7% in the second quarter. Bank of Nova Scotia now owns 29,239 shares of the company's stock valued at $3,755,000 after purchasing an additional 9,712 shares in the last quarter. Institutional investors own 89.92% of the company's stock.

Vertiv Stock Performance

Shares of VRT opened at $280.84 on Thursday. 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 company has a market capitalization of $107.45 billion, a price-to-earnings ratio of 82.36, a PEG ratio of 1.32 and a beta of 2.04. The stock has a 50 day moving average of $243.80 and a 200 day moving average of $196.89. Vertiv Holdings Co. has a 12 month low of $61.28 and a 12 month high of $285.60.

Vertiv (NYSE:VRT - Get Free Report) last issued its quarterly earnings results on Wednesday, February 11th. The company reported $1.36 EPS for the quarter, beating analysts' consensus estimates of $1.29 by $0.07. The company had revenue of $2.88 billion during the quarter, compared to the consensus estimate of $2.89 billion. Vertiv had a return on equity of 49.55% and a net margin of 13.03%.Vertiv's revenue was up 22.7% on a year-over-year basis. During the same period last year, the business posted $0.99 earnings per share. Vertiv has set its Q1 2026 guidance at 0.950-1.010 EPS and its FY 2026 guidance at 5.970-6.070 EPS. As a group, sell-side analysts forecast that Vertiv Holdings Co. will post 3.59 earnings per share for the current year.

Vertiv Announces Dividend

The firm also recently declared a quarterly dividend, which was paid on Thursday, March 26th. Investors of record on Tuesday, March 17th were given a dividend of $0.0625 per share. This represents a $0.25 dividend on an annualized basis and a dividend yield of 0.1%. The ex-dividend date of this dividend was Tuesday, March 17th. Vertiv's dividend payout ratio (DPR) is presently 7.33%.

Trending Headlines about Vertiv

Here are the key news stories impacting Vertiv this week:

• Positive Sentiment: Analysts and investors are revising expectations after Vertiv reported 26% organic growth and $10.2B in sales; the company is expanding Americas capacity and is targeting ~28% growth in 2026 as AI-driven data‑center demand accelerates, supporting the stock rally. Vertiv Benefits From Strong International Expansion: More Upside Ahead?
• Positive Sentiment: Quant models and published price‑targets are bullish: 24/7 Wall St. rates VRT a BUY with a target near $279, citing substantial 12‑month gains and further upside in their projection—supporting momentum traders and momentum-driven inflows. Vertiv Holdings (VRT) Stock Price Prediction
• Positive Sentiment: Coverage lists Vertiv among top ways to get AI exposure—reinforcing investor interest in the company as a beneficiary of AI/data‑center buildouts. This thematic positioning can attract sector ETF and thematic-fund flows. Seeking AI Exposure? Top Ranked Stocks Worth a Look
• Positive Sentiment: Institutional buying: Azzad Asset Management increased its stake modestly in Q4, a small sign of continued institutional interest that can support price stability. Azzad Asset Management Inc. ADV Acquires 2,288 Shares of Vertiv Holdings Co. $VRT
• Neutral Sentiment: Vertiv set the date for its Q1 2026 results and conference call (April 22). The report and accompanying presentation will be the next major catalyst — it could confirm the growth narrative or introduce short‑term volatility depending on guidance and margin detail. Vertiv Announces Date of First Quarter 2026 Earnings Release and Conference Call
• Neutral Sentiment: Market‑color pieces note Vertiv has outpaced the market in recent sessions, reflecting momentum trading; this helps explain intraday strength but increases the chance of short‑term profit‑taking ahead of the earnings print. Vertiv Holdings Co. (VRT) Outpaces Stock Market Gains: What You Should Know

Insider Activity at Vertiv

In related news, Director Jan Van Dokkum sold 38,647 shares of the stock in a transaction that occurred on Thursday, February 26th. The stock was sold at an average price of $254.87, for a total transaction of $9,849,960.89. Following the completion of the sale, the director directly owned 25,000 shares of the company's stock, valued at approximately $6,371,750. This trade represents a 60.72% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, Director Roger Fradin sold 101,666 shares of the stock in a transaction that occurred on Friday, February 27th. The shares were sold at an average price of $252.13, for a total value of $25,633,048.58. The SEC filing for this sale provides additional information. Insiders sold a total of 489,761 shares of company stock valued at $123,356,815 in the last ninety days. Insiders own 2.63% of the company's stock.

Analyst Upgrades and Downgrades

VRT has been the topic of a number of recent research reports. Mizuho raised their target price on Vertiv from $198.00 to $290.00 and gave the company an "outperform" rating in a report on Thursday, February 12th. Weiss Ratings upgraded Vertiv from a "hold (c+)" rating to a "buy (b-)" rating in a report on Friday, February 13th. JPMorgan Chase & Co. dropped their target price on Vertiv from $230.00 to $225.00 and set an "overweight" rating on the stock in a report on Friday, January 16th. Oppenheimer restated an "outperform" rating and issued a $270.00 target price on shares of Vertiv in a report on Thursday, February 12th. Finally, Morgan Stanley restated an "overweight" rating and issued a $285.00 target price on shares of Vertiv in a report on Friday, February 13th. One investment analyst has rated the stock with a Strong Buy rating, twenty have given a Buy rating, three have assigned a Hold rating and one has given a Sell rating to the company's stock. According to data from MarketBeat, the stock presently has a consensus rating of "Moderate Buy" and a consensus target price of $237.45.

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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