Navellier & Associates Inc. Acquires 19,144 Shares of Vertiv Holdings Co. $VRT

Key Points

• Navellier & Associates Inc. boosted its stake in Vertiv by 27.5%, acquiring 19,144 shares to hold 88,779 shares worth about $14.383M, making Vertiv ~1.6% of its portfolio and its 11th largest holding.
• Fundamentals and momentum: Vertiv beat Q4 estimates (EPS $1.17 vs $1.00) with revenue up 30.1% y/y, issued stronger Q2 and FY2026 guidance, and has seen a rally tied to AI data‑center demand and multiple analyst price‑target upgrades.
• Investor positioning: Institutional ownership is high (~89.9%), analysts rate the stock a "Moderate Buy" on average, but insiders have sold heavily recently (489,761 shares worth ~$123.4M in the last three months).

Navellier & Associates Inc. lifted its holdings in Vertiv Holdings Co. (NYSE:VRT - Free Report) by 27.5% in the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 88,779 shares of the company's stock after acquiring an additional 19,144 shares during the period. Vertiv accounts for about 1.6% of Navellier & Associates Inc.'s portfolio, making the stock its 11th biggest holding. Navellier & Associates Inc.'s holdings in Vertiv were worth $14,383,000 as of its most recent SEC filing.

Other hedge funds have also recently made changes to their positions in the company. Schroder Investment Management Group boosted its stake in Vertiv by 148.0% during the third 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 last quarter. Federated Hermes Inc. boosted its stake in Vertiv by 934.8% during the third quarter. Federated Hermes Inc. now owns 1,098,150 shares of the company's stock valued at $165,667,000 after buying an additional 992,031 shares during the last quarter. Ameriprise Financial Inc. boosted its stake in Vertiv by 49.5% during the second quarter. Ameriprise Financial Inc. now owns 2,811,114 shares of the company's stock valued at $361,033,000 after buying an additional 930,158 shares during the last quarter. Qube Research & Technologies Ltd bought a new position in Vertiv during the third quarter valued at approximately $125,331,000. Finally, Vanguard Group Inc. boosted its stake in Vertiv by 2.2% during the third quarter. Vanguard Group Inc. now owns 38,833,036 shares of the company's stock valued at $5,858,352,000 after buying an additional 826,281 shares during the last quarter. Institutional investors own 89.92% of the company's stock.

Vertiv Stock Up 3.0%

Shares of NYSE:VRT opened at $340.93 on Wednesday. Vertiv Holdings Co. has a 52-week low of $91.81 and a 52-week high of $341.12. The stock has a market cap of $130.95 billion, a P/E ratio of 85.66, a price-to-earnings-growth ratio of 1.42 and a beta of 2.09. The business's 50 day moving average is $276.37 and its 200 day moving average is $215.33. 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 company had revenue of $2.65 billion for the quarter, compared to analysts' expectations of $2.63 billion. During the same quarter in the prior year, the firm earned $0.64 earnings per share. Vertiv's 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. Sell-side analysts predict that Vertiv Holdings Co. will post 6.42 EPS for the current year.

Vertiv Dividend Announcement

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

Wall Street Analysts Forecast Growth

VRT has been the subject of a number of research reports. BNP Paribas Exane initiated coverage on Vertiv in a research note on Tuesday, April 14th. They set an "outperform" rating and a $345.00 price target for the company. Citigroup increased their price target on Vertiv from $340.00 to $353.00 and gave the company a "buy" rating in a research note on Thursday, April 23rd. Morgan Stanley increased their price target on Vertiv from $285.00 to $350.00 and gave the company an "overweight" rating in a research note on Thursday, April 23rd. Jefferies Financial Group reissued a "hold" rating and set a $260.00 price target (down from $280.00) on shares of Vertiv in a research note on Tuesday, March 31st. Finally, Royal Bank Of Canada increased their price target on Vertiv from $344.00 to $356.00 and gave the company an "outperform" rating in a research note on Thursday, April 23rd. Twenty-one investment analysts have rated the stock with a Buy rating, four have issued a Hold rating and one has given a Sell rating to the company. According to MarketBeat.com, the company currently has an average rating of "Moderate Buy" and an average target price of $278.38.

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

Insider Buying and Selling at Vertiv

In other Vertiv news, 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 transaction of $25,633,048.58. The sale was disclosed in a legal filing with the SEC, which is accessible through the SEC website. Also, Chairman David M. Cote sold 40,000 shares of the stock in a transaction on Thursday, February 26th. The shares were sold at an average price of $255.29, for a total value of $10,211,600.00. Following the sale, the chairman directly owned 22,258 shares in the company, valued at $5,682,244.82. This trade represents a 64.25% decrease in their position. The SEC filing for this sale provides additional information. In the last three months, insiders have sold 489,761 shares of company stock worth $123,356,815. 1.10% of the stock is currently owned by company 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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