KTF Investments LLC Acquires Shares of 89,805 Vertiv Holdings Co. $VRT

Key Points

• KTF Investments LLC initiated a new stake of 89,805 Vertiv shares during Q4, worth about $14.55 million and representing roughly 2.4% of its portfolio (its 17th largest holding).
• Significant insider selling occurred: Chairman David M. Cote sold 40,000 shares and director Jan Van Dokkum sold 38,647 on Feb 26, and insiders sold 489,761 shares (~$123.36 million) over the last quarter, leaving insiders with 5.01% ownership.
• Vertiv beat quarterly estimates (EPS $1.17 vs $1.00; revenue $2.65B vs $2.63B), provided raised Q2 and FY 2026 EPS guidance, and holds a consensus "Moderate Buy" analyst rating with an average price target of $278.38.

KTF Investments LLC acquired a new stake in Vertiv Holdings Co. (NYSE:VRT - Free Report) during the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund acquired 89,805 shares of the company's stock, valued at approximately $14,549,000. Vertiv accounts for approximately 2.4% of KTF Investments LLC's portfolio, making the stock its 17th biggest holding.

Other hedge funds and other institutional investors also recently modified their holdings of the company. CreativeOne Wealth LLC boosted its stake in Vertiv by 187.8% during the third quarter. CreativeOne Wealth LLC now owns 10,646 shares of the company's stock worth $1,606,000 after acquiring an additional 6,947 shares in the last quarter. Abundance Wealth Counselors boosted its stake in Vertiv by 313.7% during the third quarter. Abundance Wealth Counselors now owns 10,165 shares of the company's stock worth $1,533,000 after acquiring an additional 7,708 shares in the last quarter. Plato Investment Management Ltd boosted its stake in Vertiv by 272.7% during the third quarter. Plato Investment Management Ltd now owns 8,825 shares of the company's stock worth $1,321,000 after acquiring an additional 6,457 shares in the last quarter. KLP Kapitalforvaltning AS boosted its stake in Vertiv by 5.5% during the third quarter. KLP Kapitalforvaltning AS now owns 143,100 shares of the company's stock worth $21,588,000 after acquiring an additional 7,400 shares in the last quarter. Finally, NTV Asset Management LLC lifted its stake in shares of Vertiv by 200.7% in the third quarter. NTV Asset Management LLC now owns 26,458 shares of the company's stock worth $3,991,000 after buying an additional 17,658 shares in the last quarter. Hedge funds and other institutional investors own 89.92% of the company's stock.

Insider Activity at Vertiv

In related news, Chairman David M. Cote sold 40,000 shares of the stock in a transaction that occurred on Thursday, February 26th. The shares were sold at an average price of $255.29, for a total transaction of $10,211,600.00. Following the transaction, the chairman owned 22,258 shares in the company, valued at $5,682,244.82. This represents a 64.25% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, Director Jan Van Dokkum sold 38,647 shares of the stock in a transaction that occurred on Thursday, February 26th. The shares were sold at an average price of $254.87, for a total transaction of $9,849,960.89. Following the transaction, the director owned 25,000 shares in the company, valued at approximately $6,371,750. This trade represents a 60.72% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold 489,761 shares of company stock valued at $123,356,815 over the last quarter. 5.01% of the stock is owned by company insiders.

Wall Street Analyst Weigh In

Several research analysts have recently issued reports on VRT shares. Oppenheimer reiterated an "outperform" rating and issued a $330.00 target price on shares of Vertiv in a research note on Thursday. JPMorgan Chase & Co. upped their target price on shares of Vertiv from $305.00 to $350.00 and gave the stock an "overweight" rating in a research note on Friday. Morgan Stanley upped their target price on shares of Vertiv from $285.00 to $350.00 and gave the stock an "overweight" rating in a research note on Thursday, April 23rd. Roth Mkm reiterated a "buy" rating and issued a $335.00 target price on shares of Vertiv in a research note on Thursday, April 16th. Finally, Deutsche Bank Aktiengesellschaft reiterated a "buy" rating and issued a $281.00 target price on shares of Vertiv in a research note on Thursday, February 12th. Twenty-one investment analysts have rated the stock with a Buy rating, four have given a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat.com, Vertiv currently has a consensus rating of "Moderate Buy" and an average price target of $278.38.

Vertiv Stock Down 0.3%

Shares of Vertiv stock opened at $322.39 on Tuesday. The company has a market cap of $123.34 billion, a price-to-earnings ratio of 81.00, a price-to-earnings-growth ratio of 1.40 and a beta of 2.04. The company's 50 day moving average is $270.21 and its 200 day moving average is $211.26. Vertiv Holdings Co. has a twelve month low of $80.51 and a twelve month high of $330.30. 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 issued its quarterly earnings data 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 revenue for the quarter was up 30.1% compared to the same quarter last year. During the same quarter in the prior year, the firm 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. Research analysts anticipate that Vertiv Holdings Co. will post 6.36 EPS for the current year.

Vertiv Announces Dividend

The business also recently disclosed 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. The ex-dividend date was Tuesday, March 17th. This represents a $0.25 dividend on an annualized basis and a yield of 0.1%. Vertiv's dividend payout ratio is 6.28%.

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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