SBI Securities Co. Ltd. Grows Stake in Vertiv Holdings Co. $VRT

Key Points

• SBI Securities raised its stake in Vertiv by 42.6% in Q4 to 20,600 shares, valued at about $3.34 million.
• Insiders sold 489,761 shares (≈$123.36M) over the past 90 days, including large director sales, leaving insiders with roughly 1.10% ownership.
• Vertiv reported an EPS beat with revenue up 30.1% YoY and set FY2026 EPS guidance of 6.30–6.40, while analysts remain broadly positive (21 Buys, average target ≈ $278, several targets at $325–$350).

SBI Securities Co. Ltd. grew its stake in Vertiv Holdings Co. (NYSE:VRT - Free Report) by 42.6% in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 20,600 shares of the company's stock after purchasing an additional 6,154 shares during the period. SBI Securities Co. Ltd.'s holdings in Vertiv were worth $3,337,000 at the end of the most recent reporting period.

Several other large investors have also recently modified their holdings of the stock. Howard Capital Management Inc. boosted its stake in Vertiv by 3.0% during the third quarter. Howard Capital Management Inc. now owns 1,837 shares of the company's stock worth $277,000 after buying an additional 54 shares during the period. Investors Asset Management of Georgia Inc. GA ADV raised its stake in shares of Vertiv by 1.9% in the third quarter. Investors Asset Management of Georgia Inc. GA ADV now owns 3,020 shares of the company's stock valued at $456,000 after acquiring an additional 55 shares during the period. Waterfront Wealth Inc. raised its stake in shares of Vertiv by 2.5% in the fourth quarter. Waterfront Wealth Inc. now owns 2,253 shares of the company's stock valued at $365,000 after acquiring an additional 56 shares during the period. Balance Wealth LLC lifted its holdings in shares of Vertiv by 2.8% in the 4th quarter. Balance Wealth LLC now owns 2,089 shares of the company's stock worth $338,000 after acquiring an additional 57 shares during the last quarter. Finally, Legacy Capital Group California Inc. lifted its holdings in shares of Vertiv by 3.2% in the 4th quarter. Legacy Capital Group California Inc. now owns 1,859 shares of the company's stock worth $301,000 after acquiring an additional 57 shares during the last quarter. Institutional investors own 89.92% of the company's stock.

Analyst Ratings Changes

VRT has been the topic of several analyst reports. Deutsche Bank Aktiengesellschaft reiterated a "buy" rating and set a $281.00 price target on shares of Vertiv in a report on Thursday, February 12th. Weiss Ratings lowered Vertiv from a "buy (b)" rating to a "buy (b-)" rating in a research report on Friday, April 24th. Evercore reaffirmed an "outperform" rating and set a $350.00 target price on shares of Vertiv in a research note on Monday, April 20th. HSBC started coverage on Vertiv in a report on Wednesday, March 25th. They issued a "buy" rating and a $325.00 price target on the stock. Finally, Morgan Stanley raised their price target on Vertiv from $285.00 to $350.00 and gave the stock an "overweight" rating in a research note on Thursday, April 23rd. Twenty-one 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's stock. According to MarketBeat.com, the stock has an average rating of "Moderate Buy" and an average target price of $278.38.

Insiders Place Their Bets

In other Vertiv news, Director Edward L. Monser sold 77,294 shares of the firm's stock in a transaction that occurred on 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 sale, the director directly owned 16,500 shares in the company, valued at $4,050,585. This trade represents a 82.41% 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 Jan Van Dokkum sold 38,647 shares of the firm's stock in a transaction on Thursday, February 26th. The stock was sold at an average price of $254.87, for a total value of $9,849,960.89. Following the completion of the sale, the director directly owned 25,000 shares of the company's stock, valued at $6,371,750. The trade was a 60.72% decrease in their position. The SEC filing for this sale provides additional information. In the last ninety days, insiders sold 489,761 shares of company stock worth $123,356,815. Insiders own 1.10% of the company's stock.

Vertiv Trading Up 5.3%

VRT opened at $358.96 on Thursday. The company has a quick ratio of 1.15, a current ratio of 1.49 and a debt-to-equity ratio of 0.69. The stock's fifty day moving average is $278.65 and its two-hundred day moving average is $216.60. The company has a market capitalization of $137.88 billion, a P/E ratio of 90.19, a PEG ratio of 1.46 and a beta of 2.09. Vertiv Holdings Co. has a 52 week low of $91.84 and a 52 week high of $359.84.

Vertiv (NYSE:VRT - Get Free Report) last posted its quarterly earnings results on Wednesday, April 22nd. The company reported $1.17 earnings per share (EPS) for the quarter, topping analysts' consensus estimates of $1.00 by $0.17. The business had revenue of $2.65 billion for the quarter, compared to the consensus estimate of $2.63 billion. Vertiv had a return on equity of 49.90% and a net margin of 14.37%.The business's revenue was up 30.1% compared to the same quarter last year. During the same quarter in the prior year, the company 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. Analysts forecast that Vertiv Holdings Co. will post 6.42 earnings per share for the current year.

Vertiv Dividend Announcement

The company also recently declared a quarterly dividend, which was paid on Thursday, March 26th. Stockholders of record on Tuesday, March 17th were issued 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 was Tuesday, March 17th. Vertiv's dividend payout ratio (DPR) is currently 6.28%.

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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