Vertiv Holdings Co. $VRT Position Trimmed by Aquatic Capital Management LLC

Key Points

• Aquatic Capital Management trimmed its stake in Vertiv by 29.5% in Q3, selling 63,343 shares and now holding 151,375 shares valued at about $22.84 million, while institutional investors own roughly 89.9% of the stock.
• Company insiders have been heavy sellers recently — Director Edward L. Monser sold 77,294 shares (~$18.97M) and Chairman David M. Cote sold 40,000 shares (~$10.21M), with insiders disposing of 489,761 shares (~$123.36M) over the last quarter.
• Vertiv beat quarterly EPS expectations and reported revenue up 22.7% YoY, issued FY2026 EPS guidance of 5.97–6.07, but trades at a high valuation (P/E ~75.9) amid a consensus "Moderate Buy" analyst rating and mixed price targets.

Aquatic Capital Management LLC trimmed its holdings in shares of Vertiv Holdings Co. (NYSE:VRT - Free Report) by 29.5% during the third quarter, according to its most recent Form 13F filing with the SEC. The firm owned 151,375 shares of the company's stock after selling 63,343 shares during the period. Aquatic Capital Management LLC's holdings in Vertiv were worth $22,836,000 as of its most recent SEC filing.

A number of other large investors also recently modified their holdings of VRT. Financial Management Professionals Inc. grew its position in shares of Vertiv by 1,560.0% during the 3rd quarter. Financial Management Professionals Inc. now owns 166 shares of the company's stock valued at $25,000 after buying an additional 156 shares during the last quarter. Pacer Advisors Inc. raised its stake in Vertiv by 67.6% during the third quarter. Pacer Advisors Inc. now owns 171 shares of the company's stock worth $26,000 after acquiring an additional 69 shares during the period. True Wealth Design LLC lifted its holdings in Vertiv by 54.0% in the third quarter. True Wealth Design LLC now owns 194 shares of the company's stock worth $29,000 after acquiring an additional 68 shares during the last quarter. Quent Capital LLC acquired a new position in Vertiv in the third quarter valued at approximately $30,000. Finally, Promus Capital LLC acquired a new position in Vertiv in the second quarter valued at approximately $26,000. 89.92% of the stock is currently owned by institutional investors.

Insider Buying and Selling at Vertiv

In related news, Director Edward L. Monser sold 77,294 shares of the company's stock in a transaction dated Friday, March 6th. The shares were sold at an average price of $245.49, for a total value of $18,974,904.06. Following the completion of the sale, the director owned 16,500 shares of the company's stock, valued at $4,050,585. This represents a 82.41% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available through the SEC website. Also, Chairman David M. Cote sold 40,000 shares of the stock in a transaction dated 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 of the company's stock, valued at $5,682,244.82. This represents a 64.25% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last quarter, insiders sold 489,761 shares of company stock valued at $123,356,815. 2.63% of the stock is currently owned by insiders.

Vertiv Stock Performance

Shares of NYSE VRT opened at $258.80 on Friday. Vertiv Holdings Co. has a 12-month low of $53.60 and a 12-month high of $276.78. The company has a market cap of $99.02 billion, a PE ratio of 75.89, a P/E/G ratio of 1.31 and a beta of 2.02. The stock has a 50 day simple moving average of $213.20 and a 200-day simple moving average of $180.61. 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 (NYSE:VRT - Get Free Report) last posted its 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. Vertiv had a return on equity of 49.55% and a net margin of 13.03%.The firm had revenue of $2.88 billion for the quarter, compared to analysts' expectations of $2.89 billion. During the same period last year, the firm earned $0.99 EPS. The firm's revenue was up 22.7% compared to the same quarter last year. 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 forecast that Vertiv Holdings Co. will post 3.59 EPS for the current year.

Vertiv Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, March 26th. Investors of record on Tuesday, March 17th will be paid a dividend of $0.0625 per share. This represents a $0.25 dividend on an annualized basis and a dividend yield of 0.1%. The ex-dividend date is Tuesday, March 17th. Vertiv's payout ratio is currently 7.33%.

Analyst Upgrades and Downgrades

A number of analysts have recently weighed in on the company. Roth Mkm reiterated a "buy" rating and set a $275.00 price target on shares of Vertiv in a research report on Thursday, February 12th. Oppenheimer restated an "outperform" rating and set a $270.00 price objective on shares of Vertiv in a research note on Thursday, February 12th. Wolfe Research lowered Vertiv from an "outperform" rating to a "peer perform" rating in a research report on Tuesday, December 9th. Weiss Ratings upgraded Vertiv from a "hold (c+)" rating to a "buy (b-)" rating in a research note on Friday, February 13th. Finally, Barclays boosted their price target on shares of Vertiv from $200.00 to $281.00 and gave the company an "overweight" rating in a report 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 issued a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat.com, Vertiv presently has a consensus rating of "Moderate Buy" and an average target price of $230.28.

Key Vertiv News

Here are the key news stories impacting Vertiv this week:

• Positive Sentiment: Vertiv rolled out OneCore, a digital-twin platform targeting high-density AI data centers — a strategic product that addresses faster buildouts for AI infrastructure and supports longer-term demand for Vertiv’s power/cooling systems. Vertiv (VRT) Debuts OneCore Digital Twin Platform for AI Data Centers
• Positive Sentiment: New industrial‑grade UPS design aimed at commercial markets expands Vertiv’s addressable market outside hyperscale data centers — a product-cycle catalyst that can support revenue growth and margin mix over time. Vertiv introduces industrial-grade UPS design for commercial markets
• Positive Sentiment: Strong media and analyst attention (Forbes, Jim Cramer shout-outs, Zacks blogs) and an average “Moderate Buy” analyst rating have fueled demand and investor interest in Vertiv as an AI infrastructure play. Why Vertiv Is Outpacing Every Competitor
• Neutral Sentiment: Explanatory coverage notes Vertiv is up significantly since earnings and lays out the key drivers and estimates — useful context but not a new catalyst. Momentum can attract short-term traders as well as volatility. Why Is Vertiv (VRT) Up 12.2% Since Last Earnings Report?
• Neutral Sentiment: Broader thematic pieces place Vertiv in AI/megatrend portfolios — positive for long-term thesis but these narratives can already be priced in. Megatrends Still Matter: 3 Growth Stocks for the Next 10 Years (VRT)
• Negative Sentiment: A company director sold roughly $19M of stock — a sizable insider sale that can create near-term selling pressure and raise caution for some investors. Vertiv NYSE: VRT Director Sells $18,974,904.06 in Stock
• Negative Sentiment: Valuation and recent run-up: coverage highlights strong gains and elevated multiples (high P/E), which increase the risk of short-term profit-taking and sensitivity to execution/guidance misses. A Look At Vertiv Holdings Co (VRT) Valuation After Strong Recent Share Price Momentum

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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