Strs Ohio Has $72.47 Million Stake in Vertiv Holdings Co. $VRT

Key Points

• Strs Ohio trimmed its stake in Vertiv by 13.9% to 447,313 shares, leaving it with a holding worth about $72.47 million (roughly 0.12% of the company).
• Company insiders have been heavy sellers recently: Chairman David M. Cote sold 40,000 shares and Director Roger Fradin sold 101,667 shares, with insiders offloading a total of 489,761 shares valued at $123.36 million over the past three months (insider ownership now 2.63%).
• Vertiv beat quarterly expectations with $1.17 EPS and $2.65 billion revenue (revenue +30.1% YoY), issued Q2 and FY 2026 EPS guidance of 1.370–1.430 and 6.300–6.400 respectively, and is rated a "Moderate Buy" by analysts (average target ~$278.38).

Strs Ohio trimmed its stake in shares of Vertiv Holdings Co. (NYSE:VRT - Free Report) by 13.9% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 447,313 shares of the company's stock after selling 72,484 shares during the period. Strs Ohio owned approximately 0.12% of Vertiv worth $72,469,000 at the end of the most recent reporting period.

Other large investors also recently modified their holdings of the company. Howard Capital Management Inc. raised its stake in shares of 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 last quarter. Investors Asset Management of Georgia Inc. GA ADV increased its stake in 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 purchasing an additional 55 shares in the last quarter. Waterfront Wealth Inc. increased its stake in 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 purchasing an additional 56 shares in the last quarter. Balance Wealth LLC increased its stake in Vertiv by 2.8% in the fourth quarter. Balance Wealth LLC now owns 2,089 shares of the company's stock valued at $338,000 after purchasing an additional 57 shares in the last quarter. Finally, Legacy Capital Group California Inc. increased its stake in Vertiv by 3.2% in the fourth quarter. Legacy Capital Group California Inc. now owns 1,859 shares of the company's stock valued at $301,000 after purchasing an additional 57 shares in the last quarter. 89.92% of the stock is currently owned by institutional investors and hedge funds.

Insider Buying and Selling at Vertiv

In related news, Chairman David M. Cote sold 40,000 shares of the stock in a transaction on Thursday, February 26th. The shares were sold at an average price of $255.29, for a total transaction of $10,211,600.00. Following the completion of the transaction, the chairman owned 22,258 shares in the company, valued at approximately $5,682,244.82. This represents a 64.25% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, Director Roger Fradin sold 101,667 shares of the stock in a transaction on Thursday, February 26th. The stock was sold at an average price of $253.42, for a total transaction of $25,764,451.14. Following the transaction, the director owned 40,000 shares of the company's stock, valued at $10,136,800. The trade was a 71.76% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold a total of 489,761 shares of company stock valued at $123,356,815 in the last three months. 2.63% of the stock is currently owned by insiders.

Wall Street Analysts Forecast Growth

Several brokerages have commented on VRT. Barclays upped their target price on shares of Vertiv from $300.00 to $345.00 and gave the company an "overweight" rating in a research note on Thursday, April 23rd. Wall Street Zen raised shares of Vertiv from a "buy" rating to a "strong-buy" rating in a research note on Saturday. HSBC began coverage on shares of Vertiv in a research note on Wednesday, March 25th. They issued a "buy" rating and a $325.00 target price for the company. Zacks Research downgraded shares of Vertiv from a "strong-buy" rating to a "hold" rating in a research note on Monday, April 13th. Finally, Evercore reaffirmed an "outperform" rating and issued a $350.00 target price on shares of Vertiv in a research note on Monday, April 20th. Twenty-one research analysts have rated the stock with a Buy rating, four have given a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat, the company presently has an average rating of "Moderate Buy" and an average price target of $278.38.

Vertiv Stock Down 0.1%

Vertiv stock opened at $328.11 on Friday. The stock has a market capitalization of $126.03 billion, a PE ratio of 82.44, a price-to-earnings-growth ratio of 1.41 and a beta of 2.10. Vertiv Holdings Co. has a twelve month low of $91.81 and a twelve month high of $331.97. 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 company has a 50 day moving average of $274.42 and a 200-day moving average of $213.68.

Vertiv (NYSE:VRT - Get Free Report) last released its quarterly earnings results 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 during the quarter, compared to analysts' expectations of $2.63 billion. Vertiv had a net margin of 14.37% and a return on equity of 49.90%. The business's quarterly 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 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. On average, equities research analysts anticipate that Vertiv Holdings Co. will post 6.42 EPS for the current fiscal year.

Vertiv Announces Dividend

The firm also recently announced a quarterly dividend, which was paid on Thursday, March 26th. Investors of record on Tuesday, March 17th were issued a dividend of $0.0625 per share. 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 is presently 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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