Massachusetts Financial Services Co. MA Has $115.39 Million Holdings in Vertiv Holdings Co. $VRT

Key Points

• Massachusetts Financial Services modestly increased its stake in Vertiv by 0.5% to 712,226 shares (about $115.39 million), and institutional investors now own roughly 89.92% of the stock.
• Wall Street is broadly bullish—multiple firms raised targets (notably Citi to $340 and RBC to $266
), leaving an average analyst rating of "Moderate Buy" with an average price target of $240.15.
• Vertiv reported an EPS beat ($1.36 vs. $1.29) and revenue up 22.7% year‑over‑year with upbeat guidance, but the shares trade near their 12‑month high with a high P/E (~88) and heavy insider selling that could add volatility.

Massachusetts Financial Services Co. MA lifted its stake in shares of Vertiv Holdings Co. (NYSE:VRT - Free Report) by 0.5% in the 4th quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 712,226 shares of the company's stock after buying an additional 3,749 shares during the period. Massachusetts Financial Services Co. MA owned about 0.19% of Vertiv worth $115,388,000 as of its most recent SEC filing.

Several other institutional investors also recently modified their holdings of VRT. Empowered Funds LLC increased its holdings in shares of Vertiv by 25.9% during the first quarter. Empowered Funds LLC now owns 11,557 shares of the company's stock worth $834,000 after buying an additional 2,377 shares in the last quarter. Sivia Capital Partners LLC acquired a new position in shares of Vertiv during the second quarter worth $567,000. Cary Street Partners Financial LLC increased its holdings in shares of Vertiv by 19.8% during the second quarter. Cary Street Partners Financial LLC now owns 1,390 shares of the company's stock worth $178,000 after buying an additional 230 shares in the last quarter. Bank of Nova Scotia increased its holdings in shares of 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 buying an additional 9,712 shares in the last quarter. Finally, Ossiam acquired a new position in shares of Vertiv during the second quarter worth $50,000. 89.92% of the stock is currently owned by institutional investors and hedge funds.

Wall Street Analysts Forecast Growth

VRT has been the subject of several research analyst reports. Citigroup upped their price target on shares of Vertiv from $286.00 to $340.00 and gave the stock a "buy" rating in a report on Monday. Royal Bank Of Canada upped their price target on shares of Vertiv from $200.00 to $266.00 and gave the stock an "outperform" rating in a report on Thursday, February 12th. Roth Mkm restated a "buy" rating and issued a $275.00 price objective on shares of Vertiv in a report on Thursday, February 12th. Evercore restated an "outperform" rating and issued a $280.00 price objective on shares of Vertiv in a report on Wednesday, February 11th. Finally, Weiss Ratings upgraded Vertiv from a "hold (c+)" rating to a "buy (b-)" rating in a report on Friday, February 13th. One investment analyst has rated the stock with a Strong Buy rating, twenty have issued a Buy rating, three have issued a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat.com, the stock has an average rating of "Moderate Buy" and an average price target of $240.15.

Key Headlines Impacting Vertiv

Here are the key news stories impacting Vertiv this week:

• Positive Sentiment: Citi raised its price target on VRT to $340 (from $286) and kept a Buy rating, signaling stronger analyst conviction and providing a clear upside thesis for investors. Citi Raises Vertiv Price Target to $340
• Positive Sentiment: Vertiv announced the acquisition of BMarko Structures, expanding in‑house structural fabrication and customization capacity to support faster, scaled deployments for AI/data‑center customers — a strategic bolt‑on that should help capture demand and improve gross‑margin control. Vertiv Acquires BMarko Structures
• Positive Sentiment: Analyst and media commentary points to a large backlog and ongoing AI‑driven spend that should support multi‑year revenue growth for Vertiv, reinforcing the long‑term growth narrative investors are buying into. A Massive Backlog Could Guarantee Years of Market‑Crushing Growth
• Neutral Sentiment: Market reports (Yahoo/Zacks) note VRT outperformed the broader market in the latest session; these are descriptive pieces that reflect the stock’s momentum but don’t add new fundamental catalysts. Vertiv Outperforms Broader Market
• Neutral Sentiment: Short intraday coverage (e.g., AmericanBankingNews) also flagged the trading lift — useful for momentum traders but not new fundamental information. Vertiv Trading Up 2.5%
• Negative Sentiment: Valuation and positioning caveat: VRT is trading near its 12‑month high with a high trailing P/E (~70) and below‑average volume versus its longer‑term average, which could amplify volatility and make upside contingent on execution and margin expansion. (No article)

Vertiv Stock Performance

Shares of Vertiv stock opened at $299.99 on Tuesday. 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 business has a 50-day moving average price of $250.01 and a two-hundred day moving average price of $200.43. Vertiv Holdings Co. has a 1-year low of $65.93 and a 1-year high of $300.68. The company has a market cap of $114.78 billion, a P/E ratio of 87.97, a PEG ratio of 1.49 and a beta of 2.04.

Vertiv (NYSE:VRT - Get Free Report) last issued its quarterly earnings results on Wednesday, February 11th. The company reported $1.36 earnings per share for the quarter, topping analysts' consensus estimates of $1.29 by $0.07. Vertiv had a return on equity of 49.55% and a net margin of 13.03%.The firm had revenue of $2.88 billion during the quarter, compared to the consensus estimate of $2.89 billion. During the same period last year, the business posted $0.99 EPS. The business's revenue was up 22.7% compared to the same quarter last year. 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, analysts anticipate that Vertiv Holdings Co. will post 3.59 EPS for the current year.

Vertiv Dividend Announcement

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

Insider Activity

In other Vertiv news, Director Roger Fradin sold 101,666 shares of the stock in a transaction dated Friday, February 27th. The stock was sold at an average price of $252.13, for a total transaction of $25,633,048.58. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, Chairman David M. Cote sold 40,000 shares of the stock in a transaction dated 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 of the company's stock, valued at approximately $5,682,244.82. The trade was a 64.25% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders sold 489,761 shares of company stock worth $123,356,815. 5.01% of the stock is owned by insiders.

Vertiv Profile

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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