Vanguard Group Inc. Has $6.20 Billion Holdings in Vertiv Holdings Co. $VRT

Key Points

• Vanguard trimmed its position by 1.5% in Q4 to 38,258,636 shares — a 10.01% stake valued at about $6.20 billion after selling 574,400 shares.
• Vertiv beat Q1 estimates (EPS $1.17, revenue up ~30% Y/Y), raised Q2 and FY26 guidance, and saw analyst price‑target upgrades that fueled a post‑earnings share rally.
• Despite the bullish momentum, insiders sold roughly $123M of stock in the last 90 days and analysts flag valuation/peak‑growth risks — the shares trade at a high PE (~81x).

Vanguard Group Inc. decreased its position in shares of Vertiv Holdings Co. (NYSE:VRT - Free Report) by 1.5% in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 38,258,636 shares of the company's stock after selling 574,400 shares during the quarter. Vanguard Group Inc. owned 10.01% of Vertiv worth $6,198,282,000 at the end of the most recent reporting period.

A number of other large investors have also recently bought and sold shares of VRT. Schroder Investment Management Group lifted its holdings in shares of Vertiv by 148.0% during the 3rd quarter. Schroder Investment Management Group now owns 1,828,750 shares of the company's stock worth $275,885,000 after acquiring an additional 1,091,210 shares during the period. Federated Hermes Inc. increased its stake in Vertiv by 934.8% in the third quarter. Federated Hermes Inc. now owns 1,098,150 shares of the company's stock valued at $165,667,000 after acquiring an additional 992,031 shares during the last quarter. Ameriprise Financial Inc. raised its position in Vertiv by 49.5% during the second 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 in the last quarter. Qube Research & Technologies Ltd acquired a new position in Vertiv during the third quarter valued at approximately $125,331,000. Finally, Marshall Wace LLP bought a new stake in Vertiv during the third quarter worth $110,167,000. 89.92% of the stock is currently owned by institutional investors and hedge funds.

Key Vertiv News

Here are the key news stories impacting Vertiv this week:

• Positive Sentiment: Q1 beat and guidance lift — Vertiv reported Q1 EPS of $1.17 (well ahead of consensus) and revenue up ~30% Y/Y; management raised Q2 and FY26 EPS guidance, citing strong data‑center demand and margin improvement. Vertiv Q1 Earnings Beat, Net Sales Rise Y/Y, Shares Rise
• Positive Sentiment: Analyst price‑target upgrades — Major firms (Morgan Stanley, JPMorgan) moved to "overweight" and raised targets to ~$350, supporting further upside expectations. Price Target Raises
• Positive Sentiment: Market reaction — Multiple outlets report a sharp post‑earnings rally and higher share prices as Wall Street re‑prices Vertiv for stronger AI/data‑center spending. Vertiv Surges After Q1 Beat
• Neutral Sentiment: Options flow spike — Unusually large options activity may amplify intraday moves but can reflect speculative positioning rather than fundamental conviction. Unusually Large Options Trading
• Neutral Sentiment: Sector/market context — Broader bullish tone for AI and data‑center names is helping Vertiv, per recent MarketBeat coverage. Vertiv Keeps Chugging, Price Targets Flip to the Upside
• Negative Sentiment: Insider selling — Company insiders sold roughly $100M+ of stock over the past year, a potential red flag for some investors about near‑term conviction. Insiders Sold US$102m In Stock
• Negative Sentiment: Valuation/peak‑growth concerns — Commentary notes rapid share gains (300%+ Y/Y for some periods) and warns of risk if AI/data‑center demand moderates; some analysts highlight valuation stretch. Mounting Worries Of Peak Growth And Peak Valuation
• Negative Sentiment: Near‑term revenue guide nuance — Management’s next‑quarter revenue guidance was viewed as slightly below some analyst estimates, a possible short‑term headwind despite the full‑year raise. VRT Q1 Deep Dive

Insider Transactions at Vertiv

In other news, Director Edward L. Monser sold 77,294 shares of the firm's stock in a transaction on Friday, March 6th. The shares were sold at an average price of $245.49, for a total transaction of $18,974,904.06. Following the completion of the transaction, the director owned 16,500 shares of the company's stock, valued at approximately $4,050,585. This trade represents a 82.41% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, Director Roger Fradin sold 101,667 shares of Vertiv 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 in the company, valued at approximately $10,136,800. This trade represents a 71.76% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last 90 days, insiders sold 489,761 shares of company stock worth $123,356,815. 5.01% of the stock is currently owned by insiders.

Wall Street Analysts Forecast Growth

Several brokerages have recently issued reports on VRT. Jefferies Financial Group reiterated a "hold" rating and issued a $260.00 price target (down from $280.00) on shares of Vertiv in a research note on Tuesday, March 31st. Citigroup upped their price objective on Vertiv from $340.00 to $353.00 and gave the stock a "buy" rating in a research report on Thursday. Roth Mkm reaffirmed a "buy" rating and issued a $335.00 price objective on shares of Vertiv in a research note on Thursday, April 16th. Morgan Stanley boosted their target price on Vertiv from $285.00 to $350.00 and gave the stock an "overweight" rating in a research note on Thursday. Finally, HSBC initiated coverage on shares of Vertiv in a research report on Wednesday, March 25th. They set a "buy" rating and a $325.00 price objective for the company. Twenty-one investment 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 MarketBeat.com, the stock has an average rating of "Moderate Buy" and an average price target of $278.38.

Vertiv Price Performance

Shares of VRT opened at $323.65 on Monday. 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 has a market cap of $123.83 billion, a PE ratio of 81.32, a PEG ratio of 1.40 and a beta of 2.04. Vertiv Holdings Co. has a 12-month low of $80.51 and a 12-month high of $330.30. The business has a 50-day simple moving average of $268.45 and a two-hundred day simple moving average of $210.18.

Vertiv (NYSE:VRT - Get Free Report) last announced its quarterly earnings results on Wednesday, April 22nd. The company reported $1.17 EPS for the quarter, beating analysts' consensus estimates of $1.00 by $0.17. Vertiv had a return on equity of 49.90% and a net margin of 14.37%.The firm had revenue of $2.65 billion for the quarter, compared to analyst estimates of $2.63 billion. During the same period last year, the firm posted $0.64 earnings per share. The business's revenue for the quarter was up 30.1% on a year-over-year basis. 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 anticipate that Vertiv Holdings Co. will post 6.36 earnings per share for the current fiscal year.

Vertiv Dividend Announcement

The firm also recently announced a quarterly dividend, which was paid on Thursday, March 26th. Shareholders of record on Tuesday, March 17th were issued a dividend of $0.0625 per share. This represents a $0.25 dividend on an annualized basis and a yield of 0.1%. The ex-dividend date of this dividend was Tuesday, March 17th. Vertiv's payout ratio is presently 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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