Prevail Innovative Wealth Advisors LLC Purchases New Shares in Vertiv Holdings Co. $VRT

Key Points

• Prevail Innovative Wealth Advisors LLC established a new position in Vertiv (NYSE:VRT), purchasing 30,559 shares worth about $4.61 million in Q3, and institutional investors now own roughly 89.9% of the company.
• Significant insider selling occurred recently: directors Roger Fradin and Steven Reinemund sold large blocks and insiders disposed of 412,467 shares totaling about $104.4 million in the past three months, leaving insiders with 2.63% ownership.
• Analysts are broadly bullish on Vertiv due to AI-driven demand and a ~ $15 billion backlog supporting growth and multiple buy ratings, but the stock trades at a premium (P/E ~70.9) after a ~191% 12‑month rally, raising execution and valuation risk.

Prevail Innovative Wealth Advisors LLC purchased a new position in Vertiv Holdings Co. (NYSE:VRT - Free Report) during the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor purchased 30,559 shares of the company's stock, valued at approximately $4,610,000.

Other institutional investors have also added to or reduced their stakes in the company. Regal Partners Ltd purchased a new position in Vertiv during the third quarter valued at $377,000. Vinva Investment Management Ltd boosted its holdings in shares of Vertiv by 16.4% during the 3rd quarter. Vinva Investment Management Ltd now owns 91,624 shares of the company's stock valued at $13,181,000 after buying an additional 12,909 shares in the last quarter. Parallel Advisors LLC grew its position in shares of Vertiv by 14.2% in the 3rd quarter. Parallel Advisors LLC now owns 4,742 shares of the company's stock worth $715,000 after buying an additional 590 shares during the period. CreativeOne Wealth LLC increased its stake in shares of Vertiv by 187.8% in the 3rd quarter. CreativeOne Wealth LLC now owns 10,646 shares of the company's stock worth $1,606,000 after acquiring an additional 6,947 shares in the last quarter. Finally, Korea Investment CORP increased its stake in shares of Vertiv by 22.5% in the 3rd quarter. Korea Investment CORP now owns 718,954 shares of the company's stock worth $108,461,000 after acquiring an additional 132,152 shares in the last quarter. Institutional investors own 89.92% of the company's stock.

Insiders Place Their Bets

In related news, Director Roger Fradin sold 101,667 shares of the company's stock in a transaction that occurred on Thursday, February 26th. The stock was sold at an average price of $253.42, for a total value of $25,764,451.14. Following the transaction, the director directly owned 40,000 shares of the company's stock, valued at approximately $10,136,800. This represents a 71.76% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. Also, Director Steven Reinemund sold 65,000 shares of the stock in a transaction on 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 sale, the director owned 68,333 shares in the company, valued at approximately $17,353,165.35. This represents a 48.75% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 412,467 shares of company stock worth $104,381,911 in the last three months. Corporate insiders own 2.63% of the company's stock.

Vertiv News Roundup

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?

Vertiv Stock Down 3.1%

NYSE:VRT opened at $241.91 on Friday. The company has a debt-to-equity ratio of 0.73, a quick ratio of 1.22 and a current ratio of 1.55. The firm has a market cap of $92.55 billion, a P/E ratio of 70.94, a P/E/G ratio of 1.22 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 $264.86. The firm has a 50-day simple moving average of $203.27 and a two-hundred day simple moving average of $175.76.

Vertiv (NYSE:VRT - Get Free Report) last issued its earnings results on Wednesday, February 11th. The company reported $1.36 earnings per share (EPS) for the quarter, topping the consensus estimate 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 for the quarter, compared to the consensus estimate of $2.89 billion. During the same quarter in the prior year, the firm posted $0.99 earnings per share. The business's revenue 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. Analysts predict that Vertiv Holdings Co. will post 3.59 earnings per share for the current fiscal year.

Wall Street Analysts Forecast Growth

VRT has been the subject of a number of recent research reports. Deutsche Bank Aktiengesellschaft reissued a "buy" rating and set a $281.00 price objective on shares of Vertiv in a research note on Thursday, February 12th. TD Cowen reaffirmed a "buy" rating on shares of Vertiv in a research note on Thursday, February 12th. Weiss Ratings upgraded shares of Vertiv from a "hold (c+)" rating to a "buy (b-)" rating in a report on Friday, February 13th. Oppenheimer reissued an "outperform" rating and issued a $270.00 price target on shares of Vertiv in a research report on Thursday, February 12th. Finally, Evercore restated 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 issued a Buy rating, two have assigned a Hold rating and one has assigned a Sell rating to the company's stock. According to data from MarketBeat, Vertiv has an average rating of "Moderate Buy" and a consensus price target of $230.28.

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.

Want to see what other hedge funds are holding VRT? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Vertiv Holdings Co. (NYSE:VRT - Free Report).

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.