Highlander Partners L.P. Has $47.56 Million Stock Holdings in Vertiv Holdings Co. $VRT

Key Points

• Highlander Partners cut its stake in Vertiv by 17% in Q4 to 293,569 shares (about $47.56 million), with Vertiv comprising 17.1% of Highlander’s portfolio and its largest holding.
• Vertiv topped quarterly expectations with EPS of $1.17 (vs. $1.00 est.) and revenue of $2.65B (up 30.1% YoY), and issued guidance of Q2 EPS 1.370–1.430 and FY2026 EPS 6.300–6.400.
• Insiders sold heavily (489,761 shares worth roughly $123.4M last quarter) even as the stock has surged on AI data‑center demand; analysts show a “Moderate Buy” consensus with an average target of $278.38 and several firms as high as $350.

Highlander Partners L.P. reduced its position in shares of Vertiv Holdings Co. (NYSE:VRT - Free Report) by 17.0% in the fourth quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 293,569 shares of the company's stock after selling 60,000 shares during the quarter. Vertiv comprises 17.1% of Highlander Partners L.P.'s portfolio, making the stock its largest holding. Highlander Partners L.P. owned about 0.08% of Vertiv worth $47,561,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also recently added to or reduced their stakes in VRT. Empowered Funds LLC boosted its stake in Vertiv by 25.9% during the 1st quarter. Empowered Funds LLC now owns 11,557 shares of the company's stock valued at $834,000 after purchasing an additional 2,377 shares in the last quarter. Sivia Capital Partners LLC acquired a new stake in shares of Vertiv during the 2nd quarter valued at $567,000. Cary Street Partners Financial LLC lifted its position in shares of Vertiv by 19.8% during 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 last quarter. Bank of Nova Scotia lifted its position in shares of Vertiv by 49.7% during the 2nd quarter. Bank of Nova Scotia now owns 29,239 shares of the company's stock valued at $3,755,000 after acquiring an additional 9,712 shares during the last quarter. Finally, Ossiam acquired a new stake in shares of Vertiv during the 2nd quarter valued at $50,000. 89.92% of the stock is owned by institutional investors.

Vertiv Price Performance

VRT opened at $340.93 on Wednesday. The stock has a fifty day moving average of $276.37 and a 200-day moving average of $215.33. The firm has a market capitalization of $130.95 billion, a P/E ratio of 85.66, a PEG ratio of 1.42 and a beta of 2.09. Vertiv Holdings Co. has a 12-month low of $91.81 and a 12-month high of $341.12. The company has a quick ratio of 1.15, a current ratio of 1.49 and a debt-to-equity ratio of 0.69.

Vertiv (NYSE:VRT - Get Free Report) last announced its quarterly earnings data 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. Vertiv had a return on equity of 49.90% and a net margin of 14.37%.The business had revenue of $2.65 billion during the quarter, compared to analyst estimates of $2.63 billion. During the same period last year, the company earned $0.64 earnings per share. Vertiv's quarterly revenue was up 30.1% compared to the same quarter last year. Vertiv has set its Q2 2026 guidance at 1.370-1.430 EPS and its FY 2026 guidance at 6.300-6.400 EPS. Equities analysts forecast that Vertiv Holdings Co. will post 6.42 EPS for the current fiscal year.

Vertiv Announces Dividend

The company also recently disclosed a quarterly dividend, which was paid on Thursday, March 26th. Investors of record on Tuesday, March 17th were issued a dividend of $0.0625 per share. This represents a $0.25 annualized dividend and a dividend yield of 0.1%. The ex-dividend date was Tuesday, March 17th. Vertiv's dividend payout ratio (DPR) is currently 6.28%.

Insider Buying and Selling at Vertiv

In related news, Director Jan Van Dokkum sold 38,647 shares of the stock in a transaction 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 in the company, 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 Securities & Exchange Commission, which is accessible through the SEC website. Also, Director Roger Fradin sold 101,666 shares of the stock in a transaction on Friday, February 27th. The stock was 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 489,761 shares of company stock valued at $123,356,815 in the last quarter. Corporate insiders own 1.10% of the company's stock.

Key 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

Analysts Set New Price Targets

A number of equities research analysts have recently commented on VRT shares. Weiss Ratings downgraded Vertiv from a "buy (b)" rating to a "buy (b-)" rating in a research report on Friday, April 24th. BNP Paribas Exane started coverage on Vertiv in a research report on Tuesday, April 14th. They set an "outperform" rating and a $345.00 price objective for the company. Jefferies Financial Group reiterated a "hold" rating and set a $260.00 price objective (down from $280.00) on shares of Vertiv in a research report on Tuesday, March 31st. Morgan Stanley increased their price objective on Vertiv from $285.00 to $350.00 and gave the company an "overweight" rating in a research report on Thursday, April 23rd. Finally, Evercore reiterated an "outperform" rating and set a $350.00 price objective on shares of Vertiv in a research report on Monday, April 20th. Twenty-one analysts have rated the stock with a Buy rating, four have assigned a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat, the stock currently has an average rating of "Moderate Buy" and a consensus target price of $278.38.

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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