MWA Asset Management Takes Position in Vertiv Holdings Co. $VRT

Key Points

• MWA Asset Management bought a new stake of 3,227 shares in Vertiv in Q4, valued at approximately $523,000 according to its Form 13F filing.
• Vertiv beat Q1 estimates with EPS of $1.17 and raised Q2 and FY2026 guidance, prompting multiple analyst price‑target upgrades and a consensus rating of "Moderate Buy."
• Despite strong institutional ownership (~89.9%), company insiders have sold heavily recently — about 489,761 shares (~$123M) over the past 90 days, including large director sales.

MWA Asset Management bought a new stake in Vertiv Holdings Co. (NYSE:VRT - Free Report) in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm bought 3,227 shares of the company's stock, valued at approximately $523,000.

Several other hedge funds and other institutional investors also recently made changes to their positions in VRT. Schroder Investment Management Group increased its stake in shares of Vertiv by 148.0% in the 3rd quarter. Schroder Investment Management Group now owns 1,828,750 shares of the company's stock valued at $275,885,000 after buying an additional 1,091,210 shares during the period. Federated Hermes Inc. grew its stake in shares of Vertiv by 934.8% during the third quarter. Federated Hermes Inc. now owns 1,098,150 shares of the company's stock worth $165,667,000 after purchasing an additional 992,031 shares during the period. Ameriprise Financial Inc. grew its stake in shares of Vertiv by 49.5% during the second quarter. Ameriprise Financial Inc. now owns 2,811,114 shares of the company's stock worth $361,033,000 after purchasing an additional 930,158 shares during the period. Qube Research & Technologies Ltd acquired a new stake in shares of Vertiv during the third quarter worth $125,331,000. Finally, Vanguard Group Inc. grew its stake in shares of Vertiv by 2.2% during the third quarter. Vanguard Group Inc. now owns 38,833,036 shares of the company's stock worth $5,858,352,000 after purchasing an additional 826,281 shares during the period. 89.92% of the stock is owned by institutional investors and hedge funds.

Insider Activity at Vertiv

In other news, Director Edward L. Monser sold 77,294 shares of the company's stock in a transaction dated Friday, March 6th. The stock was sold at an average price of $245.49, for a total transaction of $18,974,904.06. Following the completion of the transaction, the director directly owned 16,500 shares of the company's stock, valued at $4,050,585. This represents a 82.41% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, Director Jan Van Dokkum sold 38,647 shares of the company's stock in a transaction dated Thursday, February 26th. The stock was sold at an average price of $254.87, for a total value of $9,849,960.89. Following the transaction, the director directly owned 25,000 shares of the company's stock, valued at $6,371,750. This represents a 60.72% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold 489,761 shares of company stock valued at $123,356,815 over the last ninety days. Company insiders own 2.63% of the company's stock.

Analyst Ratings Changes

A number of equities research analysts recently commented on VRT shares. Barclays lifted their price objective on Vertiv from $300.00 to $345.00 and gave the stock an "overweight" rating in a research note on Thursday. HSBC initiated coverage on Vertiv in a research note on Wednesday, March 25th. They set a "buy" rating and a $325.00 price objective for the company. Roth Mkm reissued a "buy" rating and issued a $335.00 target price on shares of Vertiv in a research note on Thursday, April 16th. Deutsche Bank Aktiengesellschaft reissued a "buy" rating and issued a $281.00 target price on shares of Vertiv in a research note on Thursday, February 12th. Finally, Weiss Ratings raised Vertiv from a "hold (c+)" rating to a "buy (b-)" rating in a research note on Friday, February 13th. Twenty-one research 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's stock. According to MarketBeat, the company presently has a consensus rating of "Moderate Buy" and an average target price of $278.38.

Vertiv Stock Up 0.6%

NYSE:VRT opened at $323.65 on Friday. Vertiv Holdings Co. has a 1 year low of $80.51 and a 1 year high of $330.30. The company has a current ratio of 1.49, a quick ratio of 1.22 and a debt-to-equity ratio of 0.69. The stock has a market cap of $123.83 billion, a price-to-earnings ratio of 81.32, a PEG ratio of 1.57 and a beta of 2.04. The stock has a 50-day moving average price of $268.45 and a two-hundred day moving average price of $209.53.

Vertiv (NYSE:VRT - Get Free Report) last posted its earnings results on Wednesday, April 22nd. The company reported $1.17 earnings per share (EPS) for the quarter, beating analysts' consensus estimates of $1.00 by $0.17. The firm had revenue of $2.65 billion during the quarter, compared to analysts' expectations of $2.63 billion. Vertiv had a return on equity of 49.90% and a net margin of 14.37%.The company's revenue was up 30.1% on a year-over-year basis. During the same period in the previous 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. As a group, equities analysts expect that Vertiv Holdings Co. will post 6.37 earnings per share for the current year.

Vertiv Announces Dividend

The company also recently disclosed a quarterly dividend, which was paid on Thursday, March 26th. Stockholders of record on Tuesday, March 17th were given 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 of this dividend was Tuesday, March 17th. Vertiv's dividend payout ratio is currently 7.33%.

Trending Headlines about Vertiv

Here are the key news stories impacting Vertiv this week:

• Positive Sentiment: Q1 beat and guidance lift — Vertiv reported Q1 EPS of $1.17 (well ahead of consensus) and revenue up ~30% Y/Y; management raised Q2 and FY26 EPS guidance, citing strong data‑center demand and margin improvement. Vertiv Q1 Earnings Beat, Net Sales Rise Y/Y, Shares Rise
• Positive Sentiment: Analyst price‑target upgrades — Major firms (Morgan Stanley, JPMorgan) moved to "overweight" and raised targets to ~$350, supporting further upside expectations. Price Target Raises
• Positive Sentiment: Market reaction — Multiple outlets report a sharp post‑earnings rally and higher share prices as Wall Street re‑prices Vertiv for stronger AI/data‑center spending. Vertiv Surges After Q1 Beat
• Neutral Sentiment: Options flow spike — Unusually large options activity may amplify intraday moves but can reflect speculative positioning rather than fundamental conviction. Unusually Large Options Trading
• Neutral Sentiment: Sector/market context — Broader bullish tone for AI and data‑center names is helping Vertiv, per recent MarketBeat coverage. Vertiv Keeps Chugging, Price Targets Flip to the Upside
• Negative Sentiment: Insider selling — Company insiders sold roughly $100M+ of stock over the past year, a potential red flag for some investors about near‑term conviction. Insiders Sold US$102m In Stock
• Negative Sentiment: Valuation/peak‑growth concerns — Commentary notes rapid share gains (300%+ Y/Y for some periods) and warns of risk if AI/data‑center demand moderates; some analysts highlight valuation stretch. Mounting Worries Of Peak Growth And Peak Valuation
• Negative Sentiment: Near‑term revenue guide nuance — Management’s next‑quarter revenue guidance was viewed as slightly below some analyst estimates, a possible short‑term headwind despite the full‑year raise. VRT Q1 Deep Dive

Vertiv Company 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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