Stevens Capital Management LP Takes Position in Vertiv Holdings Co. $VRT

Key Points

• Stevens Capital Management opened a new position in Vertiv, buying 12,585 shares worth about $2.04 million, joining large institutional holders that collectively own 89.92% of the stock (Vanguard, State Street, American Century among the largest).
• Insider selling has been heavy: Chairman David Cote sold 40,000 shares and EVP Anders Karlborg sold 30,487 on Feb. 26, and insiders disposed of 489,761 shares (~$123.36 million) over the past three months, leaving insiders with just 1.10% ownership.
• Earnings and momentum: Vertiv beat Q1 estimates (EPS $1.17 vs $1.00; revenue $2.65B, up 30.1% YoY), provided FY/Q2 2026 guidance, and the stock has rallied to near its 52‑week high on AI data‑center demand and analyst upgrades (Morgan Stanley raised its target to $350).

Stevens Capital Management LP acquired a new position in shares of Vertiv Holdings Co. (NYSE:VRT - Free Report) in the fourth quarter, according to its most recent filing with the Securities & Exchange Commission. The firm acquired 12,585 shares of the company's stock, valued at approximately $2,039,000.

Several other institutional investors have also recently bought and sold shares of VRT. Vanguard Group Inc. raised its holdings in shares of Vertiv by 2.2% in the third 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 last quarter. State Street Corp increased its stake 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 buying an additional 189,484 shares during the last quarter. American Century Companies Inc. lifted its position in Vertiv by 16.7% during the 3rd quarter. American Century Companies Inc. now owns 3,431,760 shares of the company's stock worth $517,715,000 after buying an additional 491,349 shares in the last quarter. Ameriprise Financial Inc. grew its holdings in shares of 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 acquiring an additional 930,158 shares in the last quarter. Finally, Bank of New York Mellon Corp increased its position in shares of Vertiv by 1.6% in the third 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 last quarter. Institutional investors own 89.92% of the company's stock.

Insider Activity

In other news, Chairman David M. Cote sold 40,000 shares of the stock in a transaction that occurred on Thursday, February 26th. The stock was sold at an average price of $255.29, for a total transaction of $10,211,600.00. Following the transaction, the chairman owned 22,258 shares in the company, valued at approximately $5,682,244.82. This trade represents a 64.25% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, EVP Anders Karlborg sold 30,487 shares of Vertiv stock in a transaction that occurred on Thursday, February 26th. The stock was sold at an average price of $246.92, for a total value of $7,527,850.04. Following the sale, the executive vice president directly owned 34,746 shares of the company's stock, valued at approximately $8,579,482.32. The trade was a 46.74% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last three months, insiders sold 489,761 shares of company stock valued at $123,356,815. Company insiders own 1.10% of the company's stock.

Vertiv Trading Up 3.0%

VRT stock opened at $340.93 on Wednesday. Vertiv Holdings Co. has a one year low of $91.81 and a one year high of $341.12. The stock has a market cap of $130.95 billion, a price-to-earnings ratio of 85.66, a price-to-earnings-growth ratio of 1.42 and a beta of 2.09. The company has a fifty day moving average price of $276.37 and a two-hundred day moving average price of $215.33. The company has a debt-to-equity ratio of 0.69, a current ratio of 1.49 and a quick ratio of 1.15.

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

Vertiv Announces Dividend

The business also recently declared a quarterly dividend, which was paid on Thursday, March 26th. Shareholders 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 of this dividend was Tuesday, March 17th. Vertiv's dividend payout ratio is currently 6.28%.

Analyst Upgrades and Downgrades

VRT has been the subject of several recent research reports. Jefferies Financial Group reissued a "hold" rating and set a $260.00 price target (down from $280.00) on shares of Vertiv in a research report on Tuesday, March 31st. Wall Street Zen raised shares of Vertiv from a "buy" rating to a "strong-buy" rating in a research note on Saturday. Zacks Research lowered shares of Vertiv from a "strong-buy" rating to a "hold" rating in a research report on Monday, April 13th. Morgan Stanley lifted their price objective on shares of Vertiv from $285.00 to $350.00 and gave the company an "overweight" rating in a research report on Thursday, April 23rd. Finally, Oppenheimer reaffirmed an "outperform" rating and issued a $330.00 target price on shares of Vertiv in a report on Thursday, April 23rd. Twenty-one analysts have rated the stock with a Buy rating, four have issued a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat, Vertiv has an average rating of "Moderate Buy" and an average target price of $278.38.

Trending Headlines about Vertiv

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

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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