QRG Capital Management Inc. Purchases 6,484 Shares of Vertiv Holdings Co. $VRT

QRG Capital Management Inc. boosted its position in Vertiv Holdings Co. (NYSE:VRT - Free Report) by 9.3% in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 76,327 shares of the company's stock after purchasing an additional 6,484 shares during the quarter. QRG Capital Management Inc.'s holdings in Vertiv were worth $12,366,000 at the end of the most recent reporting period.

Several other institutional investors have also added to or reduced their stakes in the company. Vanguard Group Inc. boosted its holdings in Vertiv by 2.2% in the 3rd quarter. Vanguard Group Inc. now owns 38,833,036 shares of the company's stock valued at $5,858,352,000 after purchasing an additional 826,281 shares during the period. State Street Corp boosted its holdings in Vertiv by 2.3% in the 3rd quarter. State Street Corp now owns 8,459,323 shares of the company's stock valued at $1,276,173,000 after purchasing an additional 189,484 shares during the period. American Century Companies Inc. boosted its holdings in Vertiv by 16.7% in the 3rd quarter. American Century Companies Inc. now owns 3,431,760 shares of the company's stock valued at $517,715,000 after purchasing an additional 491,349 shares during the period. Ameriprise Financial Inc. boosted its holdings in Vertiv by 49.5% in the 2nd quarter. Ameriprise Financial Inc. now owns 2,811,114 shares of the company's stock valued at $361,033,000 after purchasing an additional 930,158 shares during the period. Finally, Bank of New York Mellon Corp lifted its position in shares of Vertiv by 1.6% during the 3rd quarter. Bank of New York Mellon Corp now owns 2,143,067 shares of the company's stock valued at $323,303,000 after acquiring an additional 33,012 shares during the period. 89.92% of the stock is currently owned by institutional investors.

Vertiv News Summary

Here are the key news stories impacting Vertiv this week:

• Positive Sentiment: Company-reported above‑expected orders and a growing backlog support near‑term revenue visibility and explain recent upward momentum. Vertiv Holdings Co. (VRT) Surged on Above-Expected Orders and Backlog
• Positive Sentiment: Analysts and outlets point to a 28% one‑month gain driven by the AI data‑center boom, acquisitions and accelerating global growth — signaling continued upside expectations from investors focused on AI infrastructure suppliers. Vertiv Stock Jumps 28% in a Month: Buy, Sell, or Hold the Stock?
• Positive Sentiment: Sector analysis highlights how AI data centers are reshaping the power/thermal market — a thematic tailwind for Vertiv’s power and cooling product lines that supports higher long‑term demand. How AI Data Centers Are Reshaping the Power Market (And the 4 Plays Investors Are Making)
• Positive Sentiment: Vertiv appointed Frieda He as Chief Procurement Officer — a move aimed at strengthening supply‑chain resilience, lowering costs and protecting supplier quality as the company scales into AI‑driven demand. Vertiv Appoints Frieda He as Chief Procurement Officer
• Neutral Sentiment: Coverage noting a 52‑week high flags strong momentum but asks whether fundamentals justify further upside — useful for investors considering valuation and timing. Vertiv Holdings Co. (VRT) Hits Fresh High: Is There Still Room to Run?
• Neutral Sentiment: Short‑term momentum pieces track weekly gains and offer checklist items for momentum investors — they reinforce current interest but do not add new fundamental catalysts. Vertiv Holdings Co. (VRT) Is Up 1.50% in One Week: What You Should Know

Analysts Set New Price Targets

A number of research firms have recently weighed in on VRT. Roth Mkm reiterated a "buy" rating and set a $335.00 target price on shares of Vertiv in a research report on Thursday, April 16th. Citigroup upped their target price on Vertiv from $340.00 to $353.00 and gave the company a "buy" rating in a research report on Thursday, April 23rd. Jefferies Financial Group reiterated a "hold" rating and set a $260.00 target price (down from $280.00) on shares of Vertiv in a research report on Tuesday, March 31st. Mizuho upped their price target on shares of Vertiv from $198.00 to $290.00 and gave the stock an "outperform" rating in a report on Thursday, February 12th. Finally, The Goldman Sachs Group upped their price target on shares of Vertiv from $277.00 to $311.00 and gave the stock a "buy" rating in a report on Tuesday, April 14th. Twenty-one analysts have rated the stock with a Buy rating, four have given a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat, Vertiv has a consensus rating of "Moderate Buy" and an average target price of $278.38.

Insider Transactions at Vertiv

In other Vertiv news, 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 value of $25,764,451.14. Following the completion of the transaction, the director directly owned 40,000 shares in the company, valued at approximately $10,136,800. This trade represents a 71.76% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, Director Edward L. Monser sold 77,294 shares of the stock in a transaction dated Friday, March 6th. The shares were sold at an average price of $245.49, for a total value of $18,974,904.06. Following the completion of the transaction, the director owned 16,500 shares of the company's stock, valued at $4,050,585. This represents a 82.41% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last ninety days, insiders sold 489,761 shares of company stock valued at $123,356,815. 1.10% of the stock is currently owned by corporate insiders.

Vertiv Price Performance

Shares of NYSE:VRT opened at $340.93 on Wednesday. The company has a market cap of $130.95 billion, a price-to-earnings ratio of 85.66, a PEG ratio of 1.42 and a beta of 2.09. The company has a debt-to-equity ratio of 0.69, a current ratio of 1.49 and a quick ratio of 1.15. The firm has a 50 day simple moving average of $276.37 and a 200 day simple moving average of $215.33. Vertiv Holdings Co. has a one year low of $91.81 and a one year high of $341.12.

Vertiv (NYSE:VRT - Get Free Report) last issued its quarterly earnings data on Wednesday, April 22nd. The company reported $1.17 EPS for the quarter, beating the consensus estimate of $1.00 by $0.17. The business had revenue of $2.65 billion during the quarter, compared to the consensus estimate of $2.63 billion. Vertiv had a net margin of 14.37% and a return on equity of 49.90%. The firm's revenue was up 30.1% compared to the same quarter last year. During the same quarter in the prior year, the firm earned $0.64 EPS. Vertiv has set its Q2 2026 guidance at 1.370-1.430 EPS and its FY 2026 guidance at 6.300-6.400 EPS. Research analysts predict that Vertiv Holdings Co. will post 6.42 earnings per share for the current fiscal year.

Vertiv Dividend Announcement

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

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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