Oppenheimer Asset Management Inc. Lowers Stock Position in Vertiv Holdings Co. $VRT

Key Points

• Oppenheimer Asset Management trimmed its stake by 37.6% in Vertiv during Q4, selling 7,132 shares and leaving 11,849 shares valued at about $1.92 million.
• Company insiders executed large sales this quarter—Chairman David Cote sold 40,000 shares and Director Edward Monser sold 77,294 shares—with a total of 489,761 shares sold (~$123.36 million), cutting insider ownership to 1.10%.
• Vertiv beat expectations with Q results (EPS $1.17 vs. $1.00; revenue $2.65B, up 30.1% YoY) and issued FY2026 guidance of 6.30–6.40 EPS, while analysts hold a consensus "Moderate Buy" rating with a $278.38 target.

Oppenheimer Asset Management Inc. trimmed its stake in shares of Vertiv Holdings Co. (NYSE:VRT - Free Report) by 37.6% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 11,849 shares of the company's stock after selling 7,132 shares during the period. Oppenheimer Asset Management Inc.'s holdings in Vertiv were worth $1,920,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also added to or reduced their stakes in the stock. Sigma Planning Corp lifted its holdings in Vertiv by 6.8% during the fourth quarter. Sigma Planning Corp now owns 27,583 shares of the company's stock valued at $4,469,000 after purchasing an additional 1,754 shares in the last quarter. Citizens Financial Group Inc. RI lifted its holdings in Vertiv by 7.6% during the fourth quarter. Citizens Financial Group Inc. RI now owns 9,430 shares of the company's stock valued at $1,528,000 after purchasing an additional 670 shares in the last quarter. Precision Wealth Strategies LLC lifted its holdings in Vertiv by 7.7% during the fourth quarter. Precision Wealth Strategies LLC now owns 5,602 shares of the company's stock valued at $908,000 after purchasing an additional 402 shares in the last quarter. Delta Investment Management LLC lifted its holdings in Vertiv by 8.7% during the fourth quarter. Delta Investment Management LLC now owns 7,307 shares of the company's stock valued at $1,184,000 after purchasing an additional 583 shares in the last quarter. Finally, Trifecta Capital Advisors LLC lifted its holdings in Vertiv by 18.6% during the fourth quarter. Trifecta Capital Advisors LLC now owns 26,435 shares of the company's stock valued at $4,283,000 after purchasing an additional 4,145 shares in the last quarter. 89.92% of the stock is owned by hedge funds and other institutional investors.

Insider Activity at Vertiv

In other Vertiv news, Chairman David M. Cote sold 40,000 shares of Vertiv 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 completion of 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 ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, Director Edward L. Monser sold 77,294 shares of Vertiv stock in a transaction dated Friday, March 6th. The shares were sold at an average price of $245.49, for a total transaction of $18,974,904.06. Following the sale, the director owned 16,500 shares of the company's stock, valued at approximately $4,050,585. This represents a 82.41% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 489,761 shares of company stock valued at $123,356,815 over the last quarter. 1.10% of the stock is owned by insiders.

Wall Street Analyst Weigh In

Several research firms have issued reports on VRT. Wall Street Zen raised shares of Vertiv from a "buy" rating to a "strong-buy" rating in a report on Saturday. Roth Mkm reaffirmed a "buy" rating and set a $335.00 price objective on shares of Vertiv in a report on Thursday, April 16th. Zacks Research downgraded shares of Vertiv from a "strong-buy" rating to a "hold" rating in a report on Monday, April 13th. Royal Bank Of Canada increased their price objective on shares of Vertiv from $344.00 to $356.00 and gave the company an "outperform" rating in a report on Thursday, April 23rd. Finally, Jefferies Financial Group reiterated a "hold" rating and issued a $260.00 target price (down from $280.00) on shares of Vertiv in a research report on Tuesday, March 31st. Twenty-one analysts have rated the stock with a Buy rating, four have given a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat, the stock has a consensus rating of "Moderate Buy" and a consensus price target of $278.38.

Vertiv Price Performance

Shares of NYSE VRT opened at $330.59 on Tuesday. Vertiv Holdings Co. has a 52 week low of $91.81 and a 52 week high of $332.95. The stock has a market capitalization of $126.98 billion, a price-to-earnings ratio of 83.06, a price-to-earnings-growth ratio of 1.41 and a beta of 2.09. The firm has a 50-day simple moving average of $274.42 and a 200-day simple moving average of $214.19. 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 released 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 net margin of 14.37% and a return on equity of 49.90%. The firm had revenue of $2.65 billion during the quarter, compared to analysts' expectations of $2.63 billion. During the same period last year, the business 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. On average, equities analysts predict that Vertiv Holdings Co. will post 6.42 earnings per share for the current fiscal year.

Vertiv Announces Dividend

The business also recently disclosed a quarterly dividend, which was paid on Thursday, March 26th. Investors of record on Tuesday, March 17th were issued a $0.0625 dividend. This represents a $0.25 annualized dividend and a yield of 0.1%. The ex-dividend date was Tuesday, March 17th. Vertiv's payout ratio is 6.28%.

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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