Vertiv Holdings Co. $VRT Shares Acquired by Oppenheimer & Co. Inc.

Key Points

• Oppenheimer & Co. Inc. raised its stake in Vertiv by 12.1% in Q4, purchasing 6,833 shares to hold 63,336 shares valued at about $10.26 million per its latest 13F filing.
• Vertiv beat quarterly expectations with $1.17 EPS (vs. $1.00 est.) and $2.65 billion in revenue (up 30.1% YoY), and set Q2 2026 guidance of $1.370–1.430 EPS and FY2026 guidance of $6.300–6.400 EPS.
• Insiders have been significant net sellers recently—489,761 shares worth $123.36 million sold in the last 90 days—while institutional investors own roughly 89.92% of the stock.

Oppenheimer & Co. Inc. grew its stake in Vertiv Holdings Co. (NYSE:VRT - Free Report) by 12.1% during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 63,336 shares of the company's stock after purchasing an additional 6,833 shares during the quarter. Oppenheimer & Co. Inc.'s holdings in Vertiv were worth $10,261,000 as of its most recent filing with the SEC.

A number of other institutional investors have also modified their holdings of the business. Howard Capital Management Inc. grew its position in shares of Vertiv by 3.0% during the 3rd quarter. Howard Capital Management Inc. now owns 1,837 shares of the company's stock valued at $277,000 after buying an additional 54 shares during the last quarter. Investors Asset Management of Georgia Inc. GA ADV grew its position in shares of Vertiv by 1.9% during the 3rd quarter. Investors Asset Management of Georgia Inc. GA ADV now owns 3,020 shares of the company's stock valued at $456,000 after buying an additional 55 shares during the last quarter. Waterfront Wealth Inc. grew its position in shares of Vertiv by 2.5% during the 4th quarter. Waterfront Wealth Inc. now owns 2,253 shares of the company's stock valued at $365,000 after buying an additional 56 shares during the last quarter. Balance Wealth LLC grew its position in shares of Vertiv by 2.8% during the 4th quarter. Balance Wealth LLC now owns 2,089 shares of the company's stock valued at $338,000 after buying an additional 57 shares during the last quarter. Finally, Legacy Capital Group California Inc. grew its position in shares of Vertiv by 3.2% during the 4th quarter. Legacy Capital Group California Inc. now owns 1,859 shares of the company's stock valued at $301,000 after buying an additional 57 shares during the last quarter. Institutional investors own 89.92% of the company's stock.

Vertiv Stock Down 0.1%

VRT opened at $328.11 on Friday. Vertiv Holdings Co. has a 12 month low of $91.81 and a 12 month high of $331.97. The company has a debt-to-equity ratio of 0.69, a current ratio of 1.49 and a quick ratio of 1.15. The stock has a market cap of $126.03 billion, a P/E ratio of 82.44, a P/E/G ratio of 1.41 and a beta of 2.10. The stock's 50 day moving average price is $274.42 and its 200 day moving average price is $213.68.

Vertiv (NYSE:VRT - Get Free Report) last announced its quarterly earnings results on Wednesday, April 22nd. The company reported $1.17 earnings per share (EPS) for the quarter, topping 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 company had revenue of $2.65 billion during the quarter, compared to analyst estimates of $2.63 billion. During the same quarter in the previous year, the firm posted $0.64 EPS. The firm's quarterly revenue 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. As a group, research analysts predict that Vertiv Holdings Co. will post 6.42 earnings per share for the current year.

Vertiv Announces Dividend

The firm also recently declared a quarterly dividend, which was paid on Thursday, March 26th. Shareholders of record on Tuesday, March 17th were given 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 was Tuesday, March 17th. Vertiv's payout ratio is 6.28%.

Analyst Ratings Changes

A number of equities research analysts recently weighed in on the stock. Barclays boosted their price objective on shares of Vertiv from $300.00 to $345.00 and gave the company an "overweight" rating in a research report on Thursday, April 23rd. Royal Bank Of Canada boosted their price objective on shares of Vertiv from $344.00 to $356.00 and gave the company an "outperform" rating in a research report on Thursday, April 23rd. Evercore reaffirmed an "outperform" rating and set a $350.00 price objective on shares of Vertiv in a research report on Monday, April 20th. Deutsche Bank Aktiengesellschaft reaffirmed a "buy" rating and set a $281.00 price objective on shares of Vertiv in a research report on Thursday, February 12th. Finally, Citigroup boosted their price objective on shares of Vertiv from $340.00 to $353.00 and gave the company a "buy" rating in a research report on Thursday, April 23rd. Twenty-one research analysts have rated the stock with a Buy rating, four have assigned a Hold rating and one has issued a Sell rating to the company's stock. According to MarketBeat.com, the stock presently has an average rating of "Moderate Buy" and a consensus target price of $278.38.

Insider Activity at Vertiv

In other Vertiv news, Director Roger Fradin sold 101,667 shares of the business's 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 completion of the transaction, the director owned 40,000 shares in the company, valued at approximately $10,136,800. The trade was a 71.76% decrease in their position. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, Director Edward L. Monser sold 77,294 shares of the stock in a transaction that occurred 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 $4,050,585. This trade represents a 82.41% decrease in their ownership of the stock. 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 ninety days. 2.63% of the stock is currently owned by corporate insiders.

About Vertiv

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.