Vertiv Holdings Co. $VRT Shares Purchased by Concurrent Investment Advisors LLC

Key Points

• Concurrent Investment Advisors LLC boosted its Vertiv stake by 317.8% in Q4, buying an additional 27,109 shares for a total holding of 35,638 shares valued at about $5.77 million.
• Vertiv beat Q1 EPS ($1.17 vs. $1.00), raised Q2 and FY‑26 EPS guidance, and saw multiple analyst price‑target upgrades that helped spark a post‑earnings rally and a consensus "Moderate Buy" view.
• Company insiders sold roughly 489,761 shares (~$123.4M) in the last quarter while institutional investors own about 89.92% of the stock, a potential governance/conviction signal for investors.

Concurrent Investment Advisors LLC boosted its holdings in Vertiv Holdings Co. (NYSE:VRT - Free Report) by 317.8% during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 35,638 shares of the company's stock after buying an additional 27,109 shares during the period. Concurrent Investment Advisors LLC's holdings in Vertiv were worth $5,774,000 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 business. Almanack Investment Partners LLC. boosted its position in shares of Vertiv by 3.0% in the fourth quarter. Almanack Investment Partners LLC. now owns 2,979 shares of the company's stock worth $483,000 after acquiring an additional 86 shares during the last quarter. MWA Asset Management purchased a new position in Vertiv during the fourth quarter worth approximately $523,000. Guardian Asset Advisors LLC raised its stake in Vertiv by 0.6% during the fourth quarter. Guardian Asset Advisors LLC now owns 11,850 shares of the company's stock worth $1,921,000 after purchasing an additional 68 shares during the period. Cypress Asset Management Inc. TX acquired a new position in shares of Vertiv in the 4th quarter valued at $231,000. Finally, WT Asset Management Ltd boosted its holdings in shares of Vertiv by 3.4% in the 4th quarter. WT Asset Management Ltd now owns 349,173 shares of the company's stock valued at $56,570,000 after purchasing an additional 11,473 shares during the last quarter. Hedge funds and other institutional investors own 89.92% of the company's stock.

More Vertiv News

Here are the key news stories impacting Vertiv this week:

• Positive Sentiment: Q1 beat and guidance lift — Vertiv reported Q1 EPS of $1.17 (well ahead of consensus) and revenue up ~30% Y/Y; management raised Q2 and FY26 EPS guidance, citing strong data‑center demand and margin improvement. Vertiv Q1 Earnings Beat, Net Sales Rise Y/Y, Shares Rise
• Positive Sentiment: Analyst price‑target upgrades — Major firms (Morgan Stanley, JPMorgan) moved to "overweight" and raised targets to ~$350, supporting further upside expectations. Price Target Raises
• Positive Sentiment: Market reaction — Multiple outlets report a sharp post‑earnings rally and higher share prices as Wall Street re‑prices Vertiv for stronger AI/data‑center spending. Vertiv Surges After Q1 Beat
• Neutral Sentiment: Options flow spike — Unusually large options activity may amplify intraday moves but can reflect speculative positioning rather than fundamental conviction. Unusually Large Options Trading
• Neutral Sentiment: Sector/market context — Broader bullish tone for AI and data‑center names is helping Vertiv, per recent MarketBeat coverage. Vertiv Keeps Chugging, Price Targets Flip to the Upside
• Negative Sentiment: Insider selling — Company insiders sold roughly $100M+ of stock over the past year, a potential red flag for some investors about near‑term conviction. Insiders Sold US$102m In Stock
• Negative Sentiment: Valuation/peak‑growth concerns — Commentary notes rapid share gains (300%+ Y/Y for some periods) and warns of risk if AI/data‑center demand moderates; some analysts highlight valuation stretch. Mounting Worries Of Peak Growth And Peak Valuation
• Negative Sentiment: Near‑term revenue guide nuance — Management’s next‑quarter revenue guidance was viewed as slightly below some analyst estimates, a possible short‑term headwind despite the full‑year raise. VRT Q1 Deep Dive

Analysts Set New Price Targets

A number of research firms have recently commented on VRT. Oppenheimer restated an "outperform" rating and set a $330.00 price objective on shares of Vertiv in a report on Thursday. The Goldman Sachs Group boosted their price target on Vertiv from $277.00 to $311.00 and gave the company a "buy" rating in a research report on Tuesday, April 14th. Morgan Stanley upped their price target on Vertiv from $285.00 to $350.00 and gave the stock an "overweight" rating in a research note on Thursday. TD Cowen raised their price objective on Vertiv from $269.00 to $347.00 and gave the stock a "buy" rating in a report on Thursday. Finally, Roth Mkm reaffirmed a "buy" rating and issued a $335.00 price objective on shares of Vertiv in a research note on Thursday, April 16th. Twenty-one research analysts have rated the stock with a Buy rating, four have assigned a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat, the company presently has a consensus rating of "Moderate Buy" and an average price target of $278.38.

Insider Buying and Selling at Vertiv

In other Vertiv news, Director Jan Van Dokkum sold 38,647 shares of the company's 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 completion of the transaction, the director owned 25,000 shares in the company, valued at $6,371,750. This represents a 60.72% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, Director Roger Fradin sold 101,666 shares of the stock in a transaction that occurred on Friday, February 27th. The shares were sold at an average price of $252.13, for a total transaction of $25,633,048.58. The disclosure for this sale is available in the SEC filing. In the last quarter, insiders sold 489,761 shares of company stock worth $123,356,815. Insiders own 5.01% of the company's stock.

Vertiv Stock Performance

NYSE:VRT opened at $323.65 on Monday. The firm's fifty day simple moving average is $268.45 and its 200 day simple moving average is $210.18. The company has a current ratio of 1.49, a quick ratio of 1.15 and a debt-to-equity ratio of 0.69. Vertiv Holdings Co. has a twelve month low of $80.51 and a twelve month high of $330.30. The firm has a market capitalization of $123.83 billion, a price-to-earnings ratio of 81.32, a PEG ratio of 1.40 and a beta of 2.04.

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, beating the consensus estimate of $1.00 by $0.17. Vertiv had a return on equity of 49.90% and a net margin of 14.37%.The firm had revenue of $2.65 billion during the quarter, compared to the consensus estimate of $2.63 billion. During the same period in the prior year, the firm earned $0.64 EPS. The firm's quarterly revenue was up 30.1% compared to the same quarter last year. 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, equities research analysts expect that Vertiv Holdings Co. will post 6.36 earnings per share for the current fiscal year.

Vertiv Announces Dividend

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

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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