Vertiv Holdings Co. $VRT Holdings Lifted by Knollwood Investment Advisory LLC

Key Points

• Knollwood Investment Advisory boosted its stake in Vertiv by 32% to 48,793 shares, valued at about $7.36 million, and institutional investors now own roughly 89.92% of the stock.
• Vertiv is expanding its AI data‑center exposure through commercial ties with NVIDIA (Vera Rubin DSX) and a BYOP&C alliance with Generate Capital plus PowerBar busway upgrades, positioning the company to capture AI infrastructure demand.
• Despite mostly positive analyst coverage (average rating "Moderate Buy" and Citi lifting its target to $286), insiders have sold large blocks recently (chairman and a director sold ~78,647 shares; ~489,761 shares worth $123M sold in 90 days) and Seeking Alpha warned shares are near fair value after a ~211% rally.

Knollwood Investment Advisory LLC boosted its holdings in shares of Vertiv Holdings Co. (NYSE:VRT - Free Report) by 32.0% during the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 48,793 shares of the company's stock after buying an additional 11,818 shares during the period. Knollwood Investment Advisory LLC's holdings in Vertiv were worth $7,361,000 as of its most recent filing with the Securities and Exchange Commission.

Several other hedge funds have also recently bought and sold shares of the business. Financial Management Professionals Inc. increased its holdings 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 purchasing an additional 156 shares during the period. Promus Capital LLC acquired a new stake in shares of Vertiv during the second quarter worth approximately $26,000. Pacer Advisors Inc. grew its position in Vertiv by 67.6% during the third quarter. Pacer Advisors Inc. now owns 171 shares of the company's stock valued at $26,000 after purchasing an additional 69 shares in the last quarter. True Wealth Design LLC grew its position in Vertiv by 54.0% during the third quarter. True Wealth Design LLC now owns 194 shares of the company's stock valued at $29,000 after purchasing an additional 68 shares in the last quarter. Finally, Quent Capital LLC acquired a new position in Vertiv in the 3rd quarter valued at approximately $30,000. 89.92% of the stock is owned by hedge funds and other institutional investors.

Trending Headlines about Vertiv

Here are the key news stories impacting Vertiv this week:

• Positive Sentiment: Vertiv announced it will provide converged physical‑infrastructure models for NVIDIA’s Vera Rubin DSX AI factory reference design, accelerating deployment and reducing integration risk for large AI sites — a direct commercial tie to scalable AI workloads that can drive demand for Vertiv’s power and cooling solutions. Vertiv Brings Converged Physical Infrastructure to NVIDIA Vera Rubin DSX AI Factories
• Positive Sentiment: Vertiv formed a BYOP&C alliance with Generate Capital and expanded its PowerBar Track busway to support higher power densities — moves that address grid constraints and speed AI data center deployments in North America, improving addressable market and near‑term sales opportunities. Vertiv Targets AI Data Center Growth With BYOP&C Alliance And Busway Expansion
• Positive Sentiment: Vertiv added senior leadership in Auckland, NZ, strengthening its local commercial footprint in APAC — a modest but tangible sign of geographic expansion into markets that support long‑term growth. Vertiv Bolsters NZ Leadership With Key Auckland Hires
• Neutral Sentiment: Market coverage notes VRT outperformed the broader market in recent trading (shares up and above recent averages), reflecting elevated investor interest and higher volume — useful context but not a new company development. Vertiv Holdings Co. (VRT) Outperforms Broader Market: What You Need to Know
• Neutral Sentiment: Profiles and investor commentary highlighting Vertiv’s growth story and AI exposure are circulating — supportive for sentiment but not necessarily material on their own. Why this investor loves Vertiv Holdings
• Neutral Sentiment: Media pieces discussing TV/commentator noise (the "Cramer curse" angle) may add short‑term volatility or headline trading but are not company fundamentals. The 'Cramer curse'? Here's what's happening with Vertiv stock today
• Negative Sentiment: Seeking Alpha downgraded VRT to "Hold" after a ~211% rally, arguing shares are near fair value despite strong execution; that view could limit further upside and encourage some investors to take profits. Vertiv: An Upcoming S&P 500 Member, Shares Near Fair Value (Downgrade)

Vertiv Stock Performance

Shares of VRT opened at $264.81 on Tuesday. The company's fifty day moving average is $215.02 and its 200-day moving average is $181.89. Vertiv Holdings Co. has a 12 month low of $53.60 and a 12 month high of $276.78. The firm has a market cap of $101.31 billion, a price-to-earnings ratio of 77.66, a price-to-earnings-growth ratio of 1.31 and a beta of 2.02. The company has a quick ratio of 1.22, a current ratio of 1.55 and a debt-to-equity ratio of 0.73.

Vertiv (NYSE:VRT - Get Free Report) last released its quarterly earnings data on Wednesday, February 11th. The company reported $1.36 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.29 by $0.07. The business had revenue of $2.88 billion during the quarter, compared to analyst estimates of $2.89 billion. Vertiv had a net margin of 13.03% and a return on equity of 49.55%. Vertiv's quarterly revenue was up 22.7% compared to the same quarter last year. During the same quarter in the previous year, the business earned $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. Equities analysts expect 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. Shareholders of record on Tuesday, March 17th will be given a $0.0625 dividend. The ex-dividend date of this dividend is Tuesday, March 17th. This represents a $0.25 dividend on an annualized basis and a dividend yield of 0.1%. Vertiv's payout ratio is currently 7.33%.

Insider Activity at Vertiv

In related news, Chairman David M. Cote sold 40,000 shares of the business's stock in a transaction that occurred on 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 sale, the chairman directly owned 22,258 shares in the company, valued at approximately $5,682,244.82. The trade was a 64.25% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, Director Jan Van Dokkum sold 38,647 shares of the company's stock in a transaction that occurred 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 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. Insiders have sold a total of 489,761 shares of company stock worth $123,356,815 in the last 90 days. Insiders own 5.01% of the company's stock.

Wall Street Analyst Weigh In

A number of research firms have issued reports on VRT. Roth Mkm reiterated a "buy" rating and issued a $275.00 target price on shares of Vertiv in a research report on Thursday, February 12th. Wolfe Research cut shares of Vertiv from an "outperform" rating to a "peer perform" rating in a report on Tuesday, December 9th. Weiss Ratings upgraded Vertiv from a "hold (c+)" rating to a "buy (b-)" rating in a report on Friday, February 13th. Wall Street Zen cut Vertiv from a "strong-buy" rating to a "buy" rating in a research report on Saturday. Finally, Citigroup boosted their target price on Vertiv from $220.00 to $286.00 and gave the company a "buy" rating in a research note on Thursday, February 12th. One equities research analyst has rated the stock with a Strong Buy rating, nineteen have issued a Buy rating, two have assigned a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat, Vertiv currently has an average rating of "Moderate Buy" and an average price target of $230.28.

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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