Prevail Innovative Wealth Advisors LLC Reduces Holdings in Vertiv Holdings Co. $VRT

Key Points

• Prevail Innovative Wealth Advisors cut its Vertiv stake by 28.2% in Q4, while other institutional investors continued to add to or initiate positions; overall, institutions still own 89.92% of the company.
• Vertiv saw notable insider selling, including large share sales by directors Jan Van Dokkum and Roger Fradin, and insiders sold 489,761 shares over the last 90 days.
• Analysts remain broadly positive on Vertiv, with several firms raising price targets and the stock currently carrying a Moderate Buy consensus; the company also beat quarterly EPS and revenue estimates and continues to benefit from strong AI/data center infrastructure demand.

Prevail Innovative Wealth Advisors LLC lowered its position in Vertiv Holdings Co. (NYSE:VRT - Free Report) by 28.2% during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 21,939 shares of the company's stock after selling 8,620 shares during the period. Prevail Innovative Wealth Advisors LLC's holdings in Vertiv were worth $3,554,000 as of its most recent filing with the Securities & Exchange Commission.

Other large investors have also recently bought and sold shares of the company. Park Place Capital Corp boosted its position in Vertiv by 624.0% in the fourth quarter. Park Place Capital Corp now owns 181 shares of the company's stock valued at $29,000 after buying an additional 156 shares during the last quarter. Kohmann Bosshard Financial Services LLC purchased a new stake in Vertiv in the fourth quarter valued at approximately $29,000. Cullen Frost Bankers Inc. boosted its position in Vertiv by 98.9% in the fourth quarter. Cullen Frost Bankers Inc. now owns 187 shares of the company's stock valued at $30,000 after buying an additional 93 shares during the last quarter. Measured Wealth Private Client Group LLC purchased a new stake in Vertiv in the third quarter valued at approximately $30,000. Finally, Foster Dykema Cabot & Partners LLC purchased a new stake in Vertiv in the third quarter valued at approximately $31,000. Hedge funds and other institutional investors own 89.92% of the company's stock.

Insider Activity

In other news, Director Jan Van Dokkum sold 38,647 shares of the stock in a transaction that occurred on Thursday, February 26th. The stock was sold at an average price of $254.87, for a total transaction of $9,849,960.89. Following the transaction, the director owned 25,000 shares in the company, valued at $6,371,750. This trade represents a 60.72% decrease in their position. The sale was disclosed in a filing with the SEC, which is available at the SEC website. Also, Director Roger Fradin sold 101,667 shares of the stock in a transaction that occurred on Thursday, February 26th. The shares were sold at an average price of $253.42, for a total value of $25,764,451.14. Following the transaction, the director owned 40,000 shares in the company, valued at $10,136,800. This trade represents a 71.76% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last ninety days, insiders have sold 489,761 shares of company stock worth $123,356,815. Insiders own 1.10% of the company's stock.

Analyst Upgrades and Downgrades

A number of equities research analysts recently commented on the company. Barclays upped their target price on Vertiv from $345.00 to $412.00 and gave the company an "overweight" rating in a research report on Friday, May 15th. JPMorgan Chase & Co. upped their target price on Vertiv from $305.00 to $350.00 and gave the company an "overweight" rating in a research report on Friday, April 24th. Morgan Stanley upped their price objective on Vertiv from $285.00 to $350.00 and gave the stock an "overweight" rating in a research report on Thursday, April 23rd. Citigroup upped their price objective on Vertiv from $353.00 to $414.00 and gave the stock a "buy" rating in a research report on Thursday, May 7th. Finally, Royal Bank Of Canada upped their price objective on Vertiv from $356.00 to $435.00 and gave the stock an "outperform" rating in a research report on Friday, May 15th. Twenty-two investment analysts have rated the stock with a Buy rating, four have issued a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat, Vertiv currently has a consensus rating of "Moderate Buy" and an average target price of $316.27.

Vertiv Trading Down 2.2%

Vertiv stock opened at $315.44 on Thursday. The company has a current ratio of 1.49, a quick ratio of 1.15 and a debt-to-equity ratio of 0.69. Vertiv Holdings Co. has a 12 month low of $101.00 and a 12 month high of $379.93. The stock's 50 day simple moving average is $298.08 and its two-hundred day simple moving average is $228.35. The firm has a market cap of $121.16 billion, a PE ratio of 79.26, a P/E/G ratio of 1.38 and a beta of 2.09.

Vertiv (NYSE:VRT - Get Free Report) last released its quarterly earnings data on Wednesday, April 22nd. The company reported $1.17 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 business had revenue of $2.65 billion for the quarter, compared to analyst estimates of $2.63 billion. During the same quarter in the prior year, the firm posted $0.64 EPS. The business's quarterly 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. Analysts anticipate that Vertiv Holdings Co. will post 6.42 earnings per share for the current year.

Vertiv Dividend Announcement

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

Vertiv News Roundup

Here are the key news stories impacting Vertiv this week:

• Positive Sentiment: Vertiv remains a favored AI infrastructure name as multiple articles highlighted its role in powering and cooling next-generation data centers, which supports the long-term growth story for VRT. How Vertiv (VRT) Is Expanding Its Role in AI Data Center Power and Cooling
• Positive Sentiment: Commentary from Jim Cramer pointed to Vertiv’s strong run, reinforcing momentum interest in the stock and keeping attention on its AI-cooling exposure. Jim Cramer Highlights Vertiv’s Huge Run
• Positive Sentiment: Several pieces labeled Vertiv a top momentum stock and a long-term beneficiary of the AI infrastructure boom, suggesting continued institutional and retail enthusiasm for the name. Why Vertiv Holdings Co. (VRT) is a top momentum stock for the long term
• Positive Sentiment: Analyst-style commentary emphasized that AI infrastructure spending is accelerating and that Vertiv is positioned to benefit from the need for power, cooling, and modular data center solutions. Checking in On Red Hot AI Infrastructure Stocks
• Neutral Sentiment: Vertiv hosted an investor conference, which can help management reinforce the company’s AI and data center strategy, but no new financial guidance was provided in the headline announcement. Vertiv Hosts Investor Conference
• Neutral Sentiment: Some coverage focused on an underweight position in Vertiv hurting a fund’s performance, underscoring how crowded the AI trade has become rather than signaling a specific new catalyst for VRT. Underweight in Vertiv Holdings Co (VRT) Hurt Fidelity Growth Strategies Fund’s Performance in Q1

Vertiv Company 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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