Vertiv Holdings Co. $VRT Position Decreased by Ulland Investment Advisors LLC

Key Points

• Ulland Investment Advisors cut its stake in Vertiv by 15.5%, selling 6,572 shares to hold 35,858 shares worth $5.81 million, which represents about 4.6% of Ulland’s portfolio and its 6th largest position.
• Significant insider selling: Directors Roger Fradin and Steven Reinemund sold 101,667 and 65,000 shares respectively (transactions of roughly $25.8M and $16.5M), and insiders have disposed of 489,761 shares worth $123.36M in the past 90 days, leaving insiders with 5.01% ownership.
• Wall Street sentiment is generally positive with an average rating of “Moderate Buy” and a $230.28 target; Vertiv beat Q4 EPS estimates ($1.36 vs. $1.29), reported revenue up 22.7% YoY, gave FY2026 EPS guidance of 5.97–6.07, and the stock trades around $256 with a ~$98.1B market cap.

Ulland Investment Advisors LLC lowered its position in shares of Vertiv Holdings Co. (NYSE:VRT - Free Report) by 15.5% in the fourth quarter, according to the company in its most recent filing with the SEC. The firm owned 35,858 shares of the company's stock after selling 6,572 shares during the quarter. Vertiv comprises about 4.6% of Ulland Investment Advisors LLC's portfolio, making the stock its 6th largest position. Ulland Investment Advisors LLC's holdings in Vertiv were worth $5,809,000 at the end of the most recent reporting period.

A number of other large investors have also recently bought and sold shares of the company. Empowered Funds LLC lifted its stake in Vertiv by 25.9% during the 1st quarter. Empowered Funds LLC now owns 11,557 shares of the company's stock valued at $834,000 after acquiring an additional 2,377 shares during the period. Sivia Capital Partners LLC acquired a new stake in shares of Vertiv in the second quarter worth $567,000. Dynamic Technology Lab Private Ltd increased its stake in shares of Vertiv by 29.9% in the second quarter. Dynamic Technology Lab Private Ltd now owns 4,122 shares of the company's stock worth $529,000 after acquiring an additional 950 shares during the period. Personal CFO Solutions LLC purchased a new position in shares of Vertiv during the second quarter worth $310,000. Finally, DNB Asset Management AS lifted its position in Vertiv by 6.3% during the second quarter. DNB Asset Management AS now owns 100,334 shares of the company's stock valued at $12,884,000 after purchasing an additional 5,912 shares during the period. Hedge funds and other institutional investors own 89.92% of the company's stock.

Insiders Place Their Bets

In other news, Director Roger Fradin sold 101,667 shares of the stock in a transaction that occurred on Thursday, February 26th. The stock was 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 transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, Director Steven Reinemund sold 65,000 shares of the company's stock in a transaction on Thursday, February 26th. The shares were sold at an average price of $253.95, for a total transaction of $16,506,750.00. Following the completion of the sale, the director owned 68,333 shares of the company's stock, valued at approximately $17,353,165.35. This trade represents a 48.75% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders have sold 489,761 shares of company stock worth $123,356,815. 5.01% of the stock is currently owned by company insiders.

Wall Street Analysts Forecast Growth

Several equities research analysts have commented on the stock. Roth Mkm reaffirmed a "buy" rating and issued a $275.00 price target on shares of Vertiv in a report on Thursday, February 12th. Oppenheimer reissued an "outperform" rating and issued a $270.00 price objective on shares of Vertiv in a report on Thursday, February 12th. Citigroup raised their target price on Vertiv from $220.00 to $286.00 and gave the stock a "buy" rating in a report on Thursday, February 12th. Morgan Stanley reaffirmed an "overweight" rating and set a $285.00 price objective on shares of Vertiv in a research note on Friday, February 13th. Finally, Wolfe Research downgraded Vertiv from an "outperform" rating to a "peer perform" rating in a research note on Tuesday, December 9th. One investment analyst has rated the stock with a Strong Buy rating, nineteen have assigned a Buy rating, two have given a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat, the stock has an average rating of "Moderate Buy" and an average target price of $230.28.

Vertiv Stock Performance

NYSE:VRT opened at $256.43 on Monday. The company's 50-day moving average is $222.78 and its two-hundred day moving average is $185.79. Vertiv Holdings Co. has a 1-year low of $53.60 and a 1-year high of $276.78. The company has a debt-to-equity ratio of 0.73, a current ratio of 1.55 and a quick ratio of 1.22. The firm has a market capitalization of $98.11 billion, a price-to-earnings ratio of 75.20, a PEG ratio of 1.29 and a beta of 2.02.

Vertiv (NYSE:VRT - Get Free Report) last announced its quarterly earnings results on Wednesday, February 11th. The company reported $1.36 EPS for the quarter, beating the consensus estimate of $1.29 by $0.07. The business had revenue of $2.88 billion for the quarter, compared to analyst estimates of $2.89 billion. Vertiv had a return on equity of 49.55% and a net margin of 13.03%.The company's quarterly revenue was up 22.7% on a year-over-year basis. During the same quarter in the prior year, the company 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. Analysts forecast that Vertiv Holdings Co. will post 3.59 EPS for the current year.

Vertiv Dividend Announcement

The firm also recently announced 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. This represents a $0.25 annualized dividend and a dividend yield of 0.1%. The ex-dividend date of this dividend is Tuesday, March 17th. Vertiv's dividend payout ratio (DPR) is 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.

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