Vertiv Holdings Co. $VRT Shares Sold by Kennedy Investment Group

Key Points

• Kennedy Investment Group reduced its Vertiv stake by 38.9% in the fourth quarter, selling 6,022 shares and leaving it with 9,472 shares valued at about $1.54 million.
• Vertiv reported better-than-expected quarterly results, posting EPS of $1.17 versus the $1.00 consensus and revenue of $2.65 billion, up 30.1% year over year. The company also raised guidance for Q2 2026 and FY 2026.
• Despite the recent share pullback, Wall Street remains broadly positive on Vertiv, with 22 Buy ratings and a consensus price target of $314.45. Several analysts recently lifted their price targets, including Citigroup and JPMorgan.

Kennedy Investment Group cut its stake in Vertiv Holdings Co. (NYSE:VRT - Free Report) by 38.9% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 9,472 shares of the company's stock after selling 6,022 shares during the period. Kennedy Investment Group's holdings in Vertiv were worth $1,535,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds also recently added to or reduced their stakes in VRT. IFP Advisors Inc grew its stake in shares of Vertiv by 42.6% during the fourth quarter. IFP Advisors Inc now owns 20,667 shares of the company's stock worth $3,348,000 after purchasing an additional 6,177 shares in the last quarter. Cullen Frost Bankers Inc. increased its position in Vertiv by 98.9% during the fourth quarter. Cullen Frost Bankers Inc. now owns 187 shares of the company's stock worth $30,000 after buying an additional 93 shares during the period. Jag Capital Management LLC raised its position in Vertiv by 106.8% in the 4th quarter. Jag Capital Management LLC now owns 108,794 shares of the company's stock valued at $17,626,000 after purchasing an additional 56,182 shares during the last quarter. Creative Financial Designs Inc. ADV raised its holdings in shares of Vertiv by 16.4% in the fourth quarter. Creative Financial Designs Inc. ADV now owns 2,127 shares of the company's stock valued at $345,000 after buying an additional 300 shares during the last quarter. Finally, Forefront Wealth Partners LLC raised its stake in Vertiv by 3.4% during the 4th quarter. Forefront Wealth Partners LLC now owns 4,948 shares of the company's stock valued at $802,000 after acquiring an additional 162 shares during the last quarter. Institutional investors and hedge funds own 89.92% of the company's stock.

Vertiv Trading Down 5.1%

VRT opened at $322.26 on Wednesday. The firm has a market capitalization of $123.78 billion, a P/E ratio of 80.97, a P/E/G ratio of 1.46 and a beta of 2.09. The firm's 50 day moving average is $297.07 and its 200-day moving average is $227.49. The company has a quick ratio of 1.15, a current ratio of 1.49 and a debt-to-equity ratio of 0.69. Vertiv Holdings Co. has a 52-week low of $101.00 and a 52-week high of $379.93.

Vertiv (NYSE:VRT - Get Free Report) last released its quarterly earnings results on Wednesday, April 22nd. The company reported $1.17 earnings per share (EPS) 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 firm's quarterly revenue was up 30.1% on a year-over-year basis. During the same quarter in the previous year, the firm posted $0.64 EPS. Vertiv has set its Q2 2026 guidance at 1.370-1.430 EPS and its FY 2026 guidance at 6.300-6.400 EPS. Analysts expect that Vertiv Holdings Co. will post 6.42 EPS for the current fiscal year.

Vertiv Announces Dividend

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

Wall Street Analyst Weigh In

A number of equities analysts have commented on the stock. Jefferies Financial Group restated a "hold" rating and set a $260.00 price objective (down from $280.00) on shares of Vertiv in a research report on Tuesday, March 31st. Citigroup lifted their price objective on Vertiv from $353.00 to $414.00 and gave the stock a "buy" rating in a report on Thursday, May 7th. Roth Mkm reaffirmed a "buy" rating and issued a $335.00 price target on shares of Vertiv in a report on Thursday, April 16th. HSBC began coverage on Vertiv in a research report on Wednesday, March 25th. They issued a "buy" rating and a $325.00 price objective on the stock. Finally, JPMorgan Chase & Co. raised their target price on shares of Vertiv from $305.00 to $350.00 and gave the stock an "overweight" rating in a research report on Friday, April 24th. Twenty-two research analysts have rated the stock with a Buy rating, four have assigned a Hold rating and one has given a Sell rating to the company's stock. Based on data from MarketBeat.com, the stock currently has an average rating of "Moderate Buy" and a consensus price target of $314.45.

Insider Activity

In other news, Chairman David M. Cote sold 40,000 shares of the business's stock in a transaction that occurred on Thursday, February 26th. The stock was sold at an average price of $255.29, for a total value of $10,211,600.00. Following the completion of the sale, 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 sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, Director Roger Fradin sold 101,667 shares of the business's stock in a transaction on Thursday, February 26th. The shares were sold at an average price of $253.42, for a total transaction of $25,764,451.14. Following the sale, the director owned 40,000 shares of the company's stock, valued at approximately $10,136,800. The trade was a 71.76% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 489,761 shares of company stock worth $123,356,815 over the last ninety days. Insiders own 1.10% of the company's stock.

Key Vertiv News

Here are the key news stories impacting Vertiv this week:

• Positive Sentiment: Vertiv was highlighted as a key name in Hut 8’s 1 GW Beacon Point AI data center campus in Texas, reinforcing its position as a Tier 1 provider for large-scale AI infrastructure projects. How Vertiv (VRT) Is Expanding Its Role in AI Data Center Power and Cooling
• Positive Sentiment: Another bullish piece argued Vertiv is well positioned to benefit from AI infrastructure bottlenecks, citing its high-density power systems, modular infrastructure, and thermal management products as major growth drivers. Vertiv: The Infrastructure Layer Behind AI's Biggest Constraint
• Positive Sentiment: Vertiv hosted its investor conference today, which can help keep attention on the company’s strategy and AI-related growth outlook. Vertiv Hosts Investor Conference
• Neutral Sentiment: Coverage also noted that Fidelity’s underweight position in Vertiv hurt its fund performance in Q1, but this is more of a portfolio commentary item than a direct operating update. Underweight in Vertiv Holdings Co (VRT) Hurt Fidelity Growth Strategies Fund’s Performance in Q1
• Neutral Sentiment: Market commentary and trading videos pointed to recent pullbacks and technical volatility in VRT, but also framed the weakness as a possible setup within a still-bullish AI infrastructure trend. Bull v Bear: VRT Value Amid AI Infrastructure Buildout
• Negative Sentiment: Some trading-focused coverage noted Vertiv sold off after a strong run, suggesting investors may be taking profits even though the long-term AI story remains intact. Bull v Bear: VRT Value Amid AI Infrastructure Buildout

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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