Swiss Life Asset Management Ltd Cuts Position in Vertiv Holdings Co. $VRT

Key Points

• Swiss Life Asset Management trimmed its stake in Vertiv by 11.9% in Q3, selling 4,539 shares and finishing with 33,571 shares valued at about $5.07 million.
• Company insiders have been big sellers — Chairman David M. Cote sold 40,000 shares and Director Roger Fradin sold 101,667 shares on Feb. 26, and insiders disposed of 489,761 shares (~$123.4 million) in the past 90 days, markedly reducing insider ownership.
• Analysts remain largely positive: several firms raised price targets into the $266–$290 range, the consensus is a “Moderate Buy” with an average target of $230.28, and Vertiv recently beat quarterly EPS and issued FY2026 guidance of 5.97–6.07 EPS.

Swiss Life Asset Management Ltd trimmed its holdings in shares of Vertiv Holdings Co. (NYSE:VRT - Free Report) by 11.9% during the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 33,571 shares of the company's stock after selling 4,539 shares during the period. Swiss Life Asset Management Ltd's holdings in Vertiv were worth $5,065,000 at the end of the most recent reporting period.

Several other institutional investors also recently bought and sold shares of the business. Financial Management Professionals Inc. raised its stake in shares of Vertiv by 1,560.0% in the 3rd quarter. Financial Management Professionals Inc. now owns 166 shares of the company's stock valued at $25,000 after acquiring an additional 156 shares during the period. Pacer Advisors Inc. boosted its position in Vertiv by 67.6% during the 3rd quarter. Pacer Advisors Inc. now owns 171 shares of the company's stock worth $26,000 after purchasing an additional 69 shares during the period. True Wealth Design LLC boosted its position in Vertiv by 54.0% during the 3rd quarter. True Wealth Design LLC now owns 194 shares of the company's stock worth $29,000 after purchasing an additional 68 shares during the period. Quent Capital LLC acquired a new stake in Vertiv in the 3rd quarter valued at $30,000. Finally, Measured Wealth Private Client Group LLC purchased a new position in Vertiv in the third quarter valued at about $30,000. 89.92% of the stock is currently owned by hedge funds and other institutional investors.

Insiders Place Their Bets

In related news, Chairman David M. Cote sold 40,000 shares of Vertiv stock in a transaction dated Thursday, February 26th. The stock was sold at an average price of $255.29, for a total value of $10,211,600.00. Following the completion of the transaction, the chairman directly 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 transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, Director Roger Fradin sold 101,667 shares of the business's stock in a transaction dated 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 completion of the sale, the director directly owned 40,000 shares of the company's stock, valued at approximately $10,136,800. This represents a 71.76% 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. 2.63% of the stock is owned by company insiders.

Wall Street Analyst Weigh In

VRT has been the topic of a number of recent research reports. Citigroup boosted their price objective on Vertiv from $220.00 to $286.00 and gave the stock a "buy" rating in a research note on Thursday, February 12th. Royal Bank Of Canada increased their target price on Vertiv from $200.00 to $266.00 and gave the company an "outperform" rating in a research note on Thursday, February 12th. Deutsche Bank Aktiengesellschaft reiterated a "buy" rating and set a $281.00 target price on shares of Vertiv in a report on Thursday, February 12th. Roth Mkm restated a "buy" rating and issued a $275.00 price target on shares of Vertiv in a report on Thursday, February 12th. Finally, Mizuho increased their price objective on shares of Vertiv from $198.00 to $290.00 and gave the company an "outperform" rating in a research report on Thursday, February 12th. One equities research analyst has rated the stock with a Strong Buy rating, nineteen have given a Buy rating, two have assigned a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat.com, the company currently has an average rating of "Moderate Buy" and an average target price of $230.28.

Vertiv Stock Down 4.7%

Shares of NYSE:VRT opened at $256.43 on Friday. The firm has a market cap of $98.11 billion, a PE ratio of 75.20, a price-to-earnings-growth ratio of 1.29 and a beta of 2.02. The company has a fifty day simple moving average of $222.78 and a 200 day simple moving average of $185.37. The company has a current ratio of 1.55, a quick ratio of 1.22 and a debt-to-equity ratio of 0.73. Vertiv Holdings Co. has a 12-month low of $53.60 and a 12-month high of $276.78.

Vertiv (NYSE:VRT - Get Free Report) last posted its quarterly earnings data on Wednesday, February 11th. The company reported $1.36 EPS for the quarter, beating analysts' consensus estimates of $1.29 by $0.07. The firm had revenue of $2.88 billion for the quarter, compared to the consensus estimate of $2.89 billion. Vertiv had a net margin of 13.03% and a return on equity of 49.55%. The firm's revenue was up 22.7% compared to the same quarter last year. During the same period in the prior year, the firm posted $0.99 EPS. Vertiv has set its Q1 2026 guidance at 0.950-1.010 EPS and its FY 2026 guidance at 5.970-6.070 EPS. On average, equities research analysts anticipate that Vertiv Holdings Co. will post 3.59 EPS for the current fiscal year.

Vertiv Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Thursday, March 26th. Stockholders of record on Tuesday, March 17th will be given a dividend of $0.0625 per share. The ex-dividend date of this dividend is Tuesday, March 17th. This represents a $0.25 annualized dividend and a dividend yield of 0.1%. Vertiv's dividend payout ratio (DPR) is presently 7.33%.

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.

Want to see what other hedge funds are holding VRT? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Vertiv Holdings Co. (NYSE:VRT - Free Report).

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.