Vertiv Holdings Co. $VRT Shares Bought by Fidelis Capital Partners LLC

Key Points

• Fidelis Capital Partners LLC increased its stake in Vertiv by 51% in the fourth quarter, ending with 11,189 shares valued at about $1.81 million.
• Vertiv posted better-than-expected quarterly results, with EPS of $1.17 versus $1.00 expected and revenue of $2.65 billion, up 30.1% year over year. The company also issued Q2 2026 and full-year 2026 guidance above prior expectations.
• Wall Street remains generally positive on the stock, with analysts assigning a Moderate Buy consensus and an average price target of $322.32, though a director recently sold a large block of shares.

Fidelis Capital Partners LLC boosted its position in shares of Vertiv Holdings Co. (NYSE:VRT - Free Report) by 51.0% during the 4th quarter, according to the company in its most recent disclosure with the SEC. The firm owned 11,189 shares of the company's stock after buying an additional 3,777 shares during the quarter. Fidelis Capital Partners LLC's holdings in Vertiv were worth $1,813,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. King Luther Capital Management Corp grew its position in Vertiv by 116.4% during the fourth quarter. King Luther Capital Management Corp now owns 88,617 shares of the company's stock valued at $14,357,000 after buying an additional 47,662 shares during the period. Steel Grove Capital Advisors LLC grew its position in Vertiv by 9.0% during the fourth quarter. Steel Grove Capital Advisors LLC now owns 5,995 shares of the company's stock valued at $971,000 after buying an additional 495 shares during the period. Integrity Alliance LLC. grew its position in Vertiv by 5.0% during the fourth quarter. Integrity Alliance LLC. now owns 5,284 shares of the company's stock valued at $856,000 after buying an additional 250 shares during the period. AlphaQuest LLC grew its position in Vertiv by 197.0% during the fourth quarter. AlphaQuest LLC now owns 11,236 shares of the company's stock valued at $1,820,000 after buying an additional 7,453 shares during the period. Finally, Sterling Investment Advisors Ltd. grew its position in Vertiv by 26.1% during the fourth quarter. Sterling Investment Advisors Ltd. now owns 22,476 shares of the company's stock valued at $3,641,000 after buying an additional 4,645 shares during the period. Institutional investors and hedge funds own 89.92% of the company's stock.

Vertiv Stock Performance

NYSE:VRT opened at $314.29 on Friday. The company's 50-day moving average price is $304.93 and its 200-day moving average price is $234.12. The company has a current ratio of 1.49, a quick ratio of 1.15 and a debt-to-equity ratio of 0.69. The company has a market cap of $120.72 billion, a P/E ratio of 78.97, a P/E/G ratio of 1.38 and a beta of 2.09. Vertiv Holdings Co. has a twelve month low of $104.71 and a twelve month high of $379.93.

Vertiv (NYSE:VRT - Get Free Report) last posted its quarterly earnings results on Wednesday, April 22nd. The company reported $1.17 earnings per share for the quarter, topping the consensus estimate of $1.00 by $0.17. The firm had revenue of $2.65 billion for the quarter, compared to the consensus estimate of $2.63 billion. Vertiv had a net margin of 14.37% and a return on equity of 49.90%. The company's revenue for the quarter was up 30.1% on a year-over-year basis. During the same period last year, the firm posted $0.64 earnings per share. Vertiv has set its Q2 2026 guidance at 1.370-1.430 EPS and its FY 2026 guidance at 6.300-6.400 EPS. On average, sell-side analysts forecast that Vertiv Holdings Co. will post 6.36 earnings per share for the current fiscal year.

Vertiv Dividend Announcement

The firm also recently declared a quarterly dividend, which was paid on Thursday, March 26th. Stockholders of record on Tuesday, March 17th were paid a $0.0625 dividend. This represents a $0.25 annualized dividend and a dividend yield of 0.1%. The ex-dividend date of this dividend was Tuesday, March 17th. Vertiv's dividend payout ratio (DPR) is currently 6.28%.

Insider Buying and Selling at Vertiv

In other news, Director Edward L. Monser sold 77,294 shares of the firm'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 transaction, the director directly owned 16,500 shares of the company's stock, valued at approximately $4,050,585. This trade represents a 82.41% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available at this link. Corporate insiders own 1.10% of the company's stock.

Wall Street Analyst Weigh In

Several analysts recently commented on VRT shares. Loop Capital started coverage on shares of Vertiv in a research report on Thursday, May 14th. They set a "buy" rating and a $500.00 price target on the stock. HSBC initiated coverage on shares of Vertiv in a report on Wednesday, March 25th. They set a "buy" rating and a $325.00 price objective on the stock. Evercore reaffirmed an "outperform" rating and set a $425.00 price objective on shares of Vertiv in a report on Tuesday, May 12th. Wall Street Zen downgraded shares of Vertiv from a "strong-buy" rating to a "buy" rating in a report on Sunday, May 10th. Finally, Weiss Ratings downgraded shares of Vertiv from a "buy (b)" rating to a "buy (b-)" rating in a report on Friday, April 24th. Two research analysts have rated the stock with a Strong Buy rating, twenty-two have given a Buy rating, three have given a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat, Vertiv has an average rating of "Moderate Buy" and a consensus target price of $322.32.

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.

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