Vertiv Holdings Co. $VRT Shares Acquired by Bank of Montreal Can

Key Points

• Bank of Montreal Canada boosted its position in Vertiv by 39.7%, buying 86,614 shares to hold 304,965 shares worth about $46.0 million (≈0.08% of the company) at quarter end.
• There was sizable insider selling: Director Jan Van Dokkum and Chairman David Cote sold large stakes on Feb 26, and insiders disposed of 489,761 shares worth $123.4 million over the last quarter (insiders now own 2.63%).
• Vertiv reported an EPS beat and 22.7% revenue growth for the quarter, set FY‑2026 guidance of 5.97–6.07 EPS, and carries a consensus analyst rating of “Moderate Buy” with a $230.28 price target amid AI‑infrastructure momentum (e.g., its OneCore platform).

Bank of Montreal Can lifted its stake in Vertiv Holdings Co. (NYSE:VRT - Free Report) by 39.7% in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 304,965 shares of the company's stock after purchasing an additional 86,614 shares during the period. Bank of Montreal Can owned about 0.08% of Vertiv worth $46,007,000 at the end of the most recent quarter.

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

Insider Activity

In other Vertiv news, Director Jan Van Dokkum sold 38,647 shares of Vertiv 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 transaction, the director directly owned 25,000 shares in the company, valued at approximately $6,371,750. This trade represents a 60.72% decrease in their position. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, Chairman David M. Cote sold 40,000 shares of the business's stock in a transaction that occurred on Thursday, February 26th. The shares were 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. The trade was a 64.25% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold 489,761 shares of company stock worth $123,356,815 over the last quarter. 2.63% of the stock is owned by insiders.

Analysts Set New Price Targets

VRT has been the topic of several analyst reports. Morgan Stanley reaffirmed an "overweight" rating and issued a $285.00 target price on shares of Vertiv in a report on Friday, February 13th. Roth Mkm reiterated a "buy" rating and set a $275.00 price target on shares of Vertiv in a report on Thursday, February 12th. The Goldman Sachs Group increased their price objective on shares of Vertiv from $204.00 to $277.00 and gave the company a "buy" rating in a research report on Thursday, February 12th. Wolfe Research lowered shares of Vertiv from an "outperform" rating to a "peer perform" rating in a report on Tuesday, December 9th. Finally, JPMorgan Chase & Co. decreased their price objective on shares of Vertiv from $230.00 to $225.00 and set an "overweight" rating for the company in a research report on Friday, January 16th. One investment analyst has rated the stock with a Strong Buy rating, nineteen have issued a Buy rating, two have given a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat.com, the company presently has an average rating of "Moderate Buy" and a consensus price target of $230.28.

Vertiv Stock Down 1.1%

Shares of NYSE:VRT opened at $265.33 on Friday. 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 stock has a market cap of $101.52 billion, a P/E ratio of 77.81, a P/E/G ratio of 1.35 and a beta of 2.02. The firm has a fifty day moving average price of $211.54 and a 200 day moving average price of $179.31.

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. Vertiv had a net margin of 13.03% and a return on equity of 49.55%. The company had revenue of $2.88 billion for the quarter, compared to analyst estimates of $2.89 billion. During the same period in the previous year, the business posted $0.99 earnings per share. Vertiv's quarterly revenue was up 22.7% on a year-over-year basis. Vertiv has set its Q1 2026 guidance at 0.950-1.010 EPS and its FY 2026 guidance at 5.970-6.070 EPS. Sell-side analysts predict 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. Shareholders of record on Tuesday, March 17th will be paid 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 yield of 0.1%. Vertiv's dividend payout ratio is currently 7.33%.

Trending Headlines about Vertiv

Here are the key news stories impacting Vertiv this week:

• Positive Sentiment: Vertiv launched the OneCore digital‑twin platform aimed at accelerating high‑density AI data center builds — a product move that directly targets the fast‑growing AI infrastructure market and supports revenue leverage over coming years. Vertiv (VRT) Debuts OneCore Digital Twin Platform for AI Data Centers
• Positive Sentiment: High‑profile bullish coverage (including Jim Cramer) and positive features highlight Vertiv as a top AI/data‑center play, which tends to attract momentum and retail/trading flows. Jim Cramer on Vertiv Holdings: “What a Stock, What a Company”
• Positive Sentiment: Analyst and media coverage emphasizes Vertiv’s outperformance versus peers on execution and AI tailwinds — articles argue the company is outpacing competitors, supporting a longer‑term growth narrative. Why Vertiv Is Outpacing Every Competitor
• Positive Sentiment: Multiple analyst‑focused pieces (Zacks, Yahoo synthesis) highlight recent rally among AI‑infrastructure names and flag Vertiv as carrying favorable momentum/rankings, implying further upside potential if AI capex continues. The Zacks Analyst Blog Vertiv, HubSpot, Dell, Keysight and Cognex
• Positive Sentiment: MarketBeat included Vertiv among megatrend beneficiaries (AI, cloud, clean energy), reinforcing the structural demand story for data‑center infrastructure over the next decade. Megatrends Still Matter: 3 Growth Stocks for the Next 10 Years (VRT)
• Neutral Sentiment: Coverage assessing valuation and consensus ratings notes a consensus around a “moderate buy” and elevated multiples (reflecting growth expectations). This keeps the stock vulnerable to changes in execution or interest‑rate sentiment. Vertiv Holdings Co. NYSE: VRT Receives Average Rating of "Moderate Buy" from Analysts
• Negative Sentiment: A company director sold about $18.97 million of VRT stock — a large insider sale that likely triggered near‑term selling/lock‑in by other holders and contributed to downward pressure on the share price today. Vertiv NYSE: VRT Director Sells $18,974,904.06 in Stock

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.