New England Research & Management Inc. Sells 5,681 Shares of Vertiv Holdings Co. $VRT

Key Points

• New England Research & Management cut its stake in Vertiv by 40.3%, selling 5,681 shares and leaving it with 8,429 shares valued at $1.366 million.
• Company insiders have been heavy sellers — Chairman David M. Cote sold 40,000 shares and Director Roger Fradin sold 101,667 shares, with insiders disposing of 489,761 shares worth $123.36 million over the past three months.
• Vertiv beat quarterly EPS estimates ($1.36 vs. $1.29) with revenue up 22.7% year-over-year, provided FY 2026 EPS guidance of 5.97–6.07, and announced a small quarterly dividend of $0.0625 (0.1% yield).

New England Research & Management Inc. reduced its position in shares of Vertiv Holdings Co. (NYSE:VRT - Free Report) by 40.3% in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 8,429 shares of the company's stock after selling 5,681 shares during the quarter. New England Research & Management Inc.'s holdings in Vertiv were worth $1,366,000 as of its most recent filing with the Securities and Exchange Commission.

Other large investors also recently added to or reduced their stakes in the company. Howard Capital Management Inc. boosted its stake in shares of 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 purchasing an additional 54 shares during the last quarter. Investors Asset Management of Georgia Inc. GA ADV raised its stake in shares of Vertiv by 1.9% during the third quarter. Investors Asset Management of Georgia Inc. GA ADV now owns 3,020 shares of the company's stock worth $456,000 after buying an additional 55 shares during the last quarter. Ancora Advisors LLC raised its stake in shares of Vertiv by 0.4% during the third quarter. Ancora Advisors LLC now owns 15,923 shares of the company's stock worth $2,402,000 after buying an additional 64 shares during the last quarter. JBR Co Financial Management Inc lifted 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 buying an additional 65 shares during the period. Finally, Brown Brothers Harriman & Co. boosted its stake in Vertiv by 37.8% in the third quarter. Brown Brothers Harriman & Co. now owns 237 shares of the company's stock valued at $36,000 after acquiring an additional 65 shares during the last quarter. 89.92% of the stock is currently owned by institutional investors and hedge funds.

Vertiv Stock Down 4.7%

VRT stock opened at $256.43 on Friday. The company has a debt-to-equity ratio of 0.73, a current ratio of 1.55 and a quick ratio of 1.22. The stock has a market capitalization of $98.11 billion, a P/E ratio of 75.20, a P/E/G ratio of 1.29 and a beta of 2.02. Vertiv Holdings Co. has a fifty-two week low of $53.60 and a fifty-two week high of $276.78. The business has a 50-day moving average of $222.78 and a 200-day moving average of $185.37.

Vertiv (NYSE:VRT - Get Free Report) last announced its earnings results 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. The business had revenue of $2.88 billion for the quarter, compared to analyst estimates of $2.89 billion. Vertiv had a return on equity of 49.55% and a net margin of 13.03%.Vertiv's revenue for the quarter was up 22.7% compared to the same quarter last year. During the same quarter last year, the firm earned $0.99 EPS. Vertiv has set its Q1 2026 guidance at 0.950-1.010 EPS and its FY 2026 guidance at 5.970-6.070 EPS. On average, sell-side analysts anticipate that Vertiv Holdings Co. will post 3.59 earnings per share for the current fiscal year.

Vertiv Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, March 26th. Stockholders of record on Tuesday, March 17th will be given a $0.0625 dividend. This represents a $0.25 dividend on an annualized basis and a dividend yield of 0.1%. The ex-dividend date of this dividend is Tuesday, March 17th. Vertiv's payout ratio is currently 7.33%.

Analyst Ratings Changes

A number of research firms have commented on VRT. Deutsche Bank Aktiengesellschaft reaffirmed a "buy" rating and set a $281.00 target price on shares of Vertiv in a report on Thursday, February 12th. Wolfe Research lowered Vertiv from an "outperform" rating to a "peer perform" rating in a research report on Tuesday, December 9th. JPMorgan Chase & Co. decreased their price objective on Vertiv from $230.00 to $225.00 and set an "overweight" rating for the company in a research note on Friday, January 16th. Oppenheimer reiterated an "outperform" rating and issued a $270.00 price objective on shares of Vertiv in a report on Thursday, February 12th. Finally, Mizuho increased their target price on Vertiv from $198.00 to $290.00 and gave the company an "outperform" rating in a research note on Thursday, February 12th. One analyst has rated the stock with a Strong Buy rating, nineteen have assigned a Buy rating, two have issued a Hold rating and one has issued a Sell rating to the company's stock. According to data from MarketBeat.com, Vertiv has an average rating of "Moderate Buy" and an average price target of $230.28.

Insider Buying and Selling at Vertiv

In other Vertiv news, Chairman David M. Cote sold 40,000 shares of the business's stock in a transaction dated 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 sale, the chairman directly owned 22,258 shares of the company's stock, valued at $5,682,244.82. The trade was a 64.25% decrease in their position. The sale was disclosed in a filing with the SEC, which is available through this link. Also, Director Roger Fradin sold 101,667 shares of the stock in a transaction dated Thursday, February 26th. The stock was sold at an average price of $253.42, for a total transaction of $25,764,451.14. Following the transaction, the director owned 40,000 shares of the company's stock, valued at approximately $10,136,800. This represents a 71.76% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 489,761 shares of company stock valued at $123,356,815 in the last three months. 2.63% of the stock is currently 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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