Highland Capital Management LLC Purchases Shares of 4,055 Vertiv Holdings Co. $VRT

Key Points

• Highland Capital initiated a new position in Vertiv by purchasing 4,055 shares worth about $657,000 in Q4, according to an SEC filing.
• Vertiv beat Q1 estimates with $1.17 EPS (vs. $1.00 expected) and $2.65B revenue (up 30.1% year-over-year), and provided Q2 and FY2026 guidance (Q2: 1.370–1.430 EPS; FY: 6.300–6.400 EPS) while multiple analysts lifted price targets and the consensus rating is a "Moderate Buy."
• Insiders sold heavily last quarter (489,761 shares worth about $123.4M) even as institutional ownership is high (~89.9%) and the stock trades near its 12‑month high (around $359, up ~5.3% on the day).

Highland Capital Management LLC acquired a new position in shares of Vertiv Holdings Co. (NYSE:VRT - Free Report) in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund acquired 4,055 shares of the company's stock, valued at approximately $657,000.

Other institutional investors and hedge funds have also recently modified their holdings of the company. Empowered Funds LLC boosted its holdings in shares of Vertiv by 25.9% during the 1st quarter. Empowered Funds LLC now owns 11,557 shares of the company's stock worth $834,000 after buying an additional 2,377 shares during the period. Sivia Capital Partners LLC bought a new position in Vertiv in the 2nd quarter valued at about $567,000. Cary Street Partners Financial LLC raised its holdings in Vertiv by 19.8% in the 2nd quarter. Cary Street Partners Financial LLC now owns 1,390 shares of the company's stock valued at $178,000 after acquiring an additional 230 shares during the period. Bank of Nova Scotia lifted its position in Vertiv by 49.7% during the second quarter. Bank of Nova Scotia now owns 29,239 shares of the company's stock worth $3,755,000 after acquiring an additional 9,712 shares during the last quarter. Finally, Ossiam acquired a new stake in Vertiv during the second quarter worth approximately $50,000. 89.92% of the stock is currently owned by institutional investors and hedge funds.

Analyst Upgrades and Downgrades

Several equities analysts have recently commented on VRT shares. 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. TD Cowen increased their target price on Vertiv from $269.00 to $347.00 and gave the stock a "buy" rating in a research note on Thursday, April 23rd. Zacks Research cut Vertiv from a "strong-buy" rating to a "hold" rating in a report on Monday, April 13th. Evercore restated an "outperform" rating and issued a $350.00 price target on shares of Vertiv in a research note on Monday, April 20th. Finally, Citigroup upped their price objective on Vertiv from $340.00 to $353.00 and gave the company a "buy" rating in a report on Thursday, April 23rd. Twenty-one investment analysts have rated the stock with a Buy rating, four have given a Hold rating and one has issued a Sell rating to the company. According to MarketBeat, the company currently has an average rating of "Moderate Buy" and an average target price of $278.38.

Vertiv Stock Up 5.3%

Shares of NYSE VRT opened at $358.96 on Thursday. The company has a market cap of $137.88 billion, a price-to-earnings ratio of 90.19, a PEG ratio of 1.46 and a beta of 2.09. The company has a current ratio of 1.49, a quick ratio of 1.15 and a debt-to-equity ratio of 0.69. Vertiv Holdings Co. has a 12 month low of $91.84 and a 12 month high of $359.84. The stock has a 50-day moving average price of $278.65 and a two-hundred day moving average price of $216.60.

Vertiv (NYSE:VRT - Get Free Report) last posted its quarterly 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 company had revenue of $2.65 billion for the quarter, compared to the consensus estimate of $2.63 billion. Vertiv had a net margin of 14.37% and a return on equity of 49.90%. The firm's quarterly revenue was up 30.1% compared to the same quarter last year. During the same period last year, the company posted $0.64 EPS. 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, analysts forecast that Vertiv Holdings Co. will post 6.42 earnings per share for the current fiscal 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 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 payout ratio is presently 6.28%.

Insider Activity

In related news, EVP Anders Karlborg sold 30,487 shares of the firm's stock in a transaction on Thursday, February 26th. The stock was sold at an average price of $246.92, for a total transaction of $7,527,850.04. Following the sale, the executive vice president owned 34,746 shares of the company's stock, valued at $8,579,482.32. This trade represents a 46.74% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through this hyperlink. Also, Chairman David M. Cote sold 40,000 shares of the business's stock in a transaction 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 sale, the chairman owned 22,258 shares in the company, valued at $5,682,244.82. This represents a 64.25% 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 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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