Neo Ivy Capital Management Takes Position in Vertiv Holdings Co. $VRT

Key Points

• Neo Ivy Capital Management opened a new position in Vertiv, buying 7,984 shares worth about $1.204 million in Q3 per its latest 13F filing, and overall institutional investors own roughly 89.92% of the stock.
• Vertiv is riding strong AI-driven data‑center demand—reported EPS of $1.36 (beat), revenue up 22.7% YoY, a roughly $15 billion backlog, and FY2026 EPS guidance of 5.97–6.07—fueling analyst optimism and a ~191% 12‑month share rally.
• At the same time, significant insider selling (chairman sold 40,000 shares and a director sold 65,000 shares on Feb. 26, with insiders offloading ~412,467 shares worth $104.4M over 90 days) and a high P/E (~70.94) introduce near‑term sentiment and valuation risk.

Neo Ivy Capital Management bought a new position in Vertiv Holdings Co. (NYSE:VRT - Free Report) during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund bought 7,984 shares of the company's stock, valued at approximately $1,204,000.

A number of other large investors have also bought and sold shares of the business. Howard Capital Management Inc. boosted its position in Vertiv by 3.0% in the 3rd quarter. Howard Capital Management Inc. now owns 1,837 shares of the company's stock valued at $277,000 after buying an additional 54 shares during the last quarter. Investors Asset Management of Georgia Inc. GA ADV boosted its holdings in Vertiv by 1.9% in the third quarter. Investors Asset Management of Georgia Inc. GA ADV now owns 3,020 shares of the company's stock valued at $456,000 after acquiring an additional 55 shares during the last quarter. JBR Co Financial Management Inc boosted its holdings in Vertiv by 0.8% in the third quarter. JBR Co Financial Management Inc now owns 7,825 shares of the company's stock valued at $1,180,000 after acquiring an additional 65 shares during the last quarter. Plancorp LLC increased its position in Vertiv by 1.3% in the third quarter. Plancorp LLC now owns 5,317 shares of the company's stock worth $802,000 after purchasing an additional 67 shares during the period. Finally, Crossmark Global Holdings Inc. raised its holdings in Vertiv by 1.9% during the 3rd quarter. Crossmark Global Holdings Inc. now owns 3,562 shares of the company's stock worth $537,000 after purchasing an additional 67 shares during the last quarter. 89.92% of the stock is currently owned by institutional investors.

Key Vertiv News

Here are the key news stories impacting Vertiv this week:

• Positive Sentiment: Zacks and other outlets flag VRT as a top-ranked momentum and strong-growth stock, citing accelerated AI-driven data‑center demand and rising orders that support revenue and EPS upside. Vertiv Holdings Co. (VRT) is a Top-Ranked Momentum Stock: Should You Buy?
• Positive Sentiment: Analyst commentary and Zacks pieces highlight Vertiv as a strong growth story supported by booming AI demand and a doubled backlog that improves revenue visibility. Here's Why Vertiv Holdings Co. (VRT) is a Strong Growth Stock
• Positive Sentiment: Forbes reviews VRT’s ~191% 12‑month gain, attributing the rally to AI order flow and backlog strength—this bullish narrative supports higher valuation expectations despite recent profit‑taking. What's Behind Vertiv Stock's Triple-Digit Growth
• Positive Sentiment: One trading strategy write-up pushes a bullish, tactical trade targeting ~48% return—reflects active investor appetite for momentum plays in VRT. (Speculative/short‑term). Bullish strategy on Vertiv stock targets quick 48% return
• Positive Sentiment: S&P 500 quarterly rebalancing is being announced after the close—market speculation that Vertiv could be added would be a structural positive (inflows from index funds) if inclusion is confirmed. S&P 500 Rebalancing Tonight: Could Vertiv, SoFi, or Lumentum Join the Index?
• Neutral Sentiment: Board declared a small quarterly cash dividend ($0.0625/share payable March 26). Dividend provides modest income support but is unlikely to materially change valuation. Vertiv Declares Quarterly Dividend
• Neutral Sentiment: Recent market note: VRT outperformed the broader market in the prior session, reflecting short‑term momentum that may be offset by profit‑taking. Vertiv Holdings Co. (VRT) Outperforms Broader Market: What You Need to Know
• Negative Sentiment: Report of insider selling has triggered concern and short‑term selling pressure; insiders selling can weigh on investor sentiment even if not unusual post‑runup. Vertiv NYSE: VRT Trading Down 5.3% on Insider Selling
• Negative Sentiment: Coverage noting Vertiv trades at a premium valuation raises investor caution—high P/E and elevated expectations mean upside depends on continued execution and AI order realization. Vertiv Trades at a Premium Valuation: Should You Still Buy the Stock?

Insiders Place Their Bets

In other Vertiv news, Chairman David M. Cote sold 40,000 shares of Vertiv stock in a transaction dated Thursday, February 26th. The stock was sold at an average price of $255.29, for a total transaction of $10,211,600.00. Following the transaction, the chairman directly owned 22,258 shares in the company, valued at approximately $5,682,244.82. The trade was a 64.25% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. Also, Director Steven Reinemund sold 65,000 shares of the business's stock in a transaction dated Thursday, February 26th. The shares were sold at an average price of $253.95, for a total value of $16,506,750.00. Following the completion of the transaction, the director directly owned 68,333 shares of the company's stock, valued at approximately $17,353,165.35. The trade was a 48.75% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold 412,467 shares of company stock worth $104,381,911 over the last 90 days. 2.63% of the stock is currently owned by corporate insiders.

Vertiv Stock Performance

Shares of NYSE:VRT opened at $241.91 on Friday. The firm's 50 day simple moving average is $203.27 and its 200 day simple moving average is $175.76. Vertiv Holdings Co. has a fifty-two week low of $53.60 and a fifty-two week high of $264.86. The company has a market capitalization of $92.55 billion, a price-to-earnings ratio of 70.94, a P/E/G ratio of 1.22 and a beta of 2.02. The company has a debt-to-equity ratio of 0.73, a current ratio of 1.55 and a quick ratio of 1.22.

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

Analyst Upgrades and Downgrades

Several brokerages have recently issued reports on VRT. Roth Mkm reaffirmed a "buy" rating and issued a $275.00 target price on shares of Vertiv in a research note on Thursday, February 12th. JPMorgan Chase & Co. cut their price objective on shares of Vertiv from $230.00 to $225.00 and set an "overweight" rating on the stock in a report on Friday, January 16th. Mizuho lifted their target price on shares of Vertiv from $198.00 to $290.00 and gave the stock an "outperform" rating in a report on Thursday, February 12th. Morgan Stanley reiterated an "overweight" rating and set a $285.00 target price on shares of Vertiv in a research report on Friday, February 13th. Finally, Evercore reissued an "outperform" rating and issued a $280.00 price target on shares of Vertiv in a research note on Wednesday, February 11th. One analyst has rated the stock with a Strong Buy rating, nineteen have given a Buy rating, two have issued a Hold rating and one has given a Sell rating to the company's stock. According to data from MarketBeat, Vertiv has an average rating of "Moderate Buy" and an average price target of $230.28.

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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