Vertiv Holdings Co. $VRT Stake Boosted by Fifth Third Bancorp

Fifth Third Bancorp increased its holdings in Vertiv Holdings Co. (NYSE:VRT - Free Report) by 528.8% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 6,716 shares of the company's stock after buying an additional 5,648 shares during the quarter. Fifth Third Bancorp's holdings in Vertiv were worth $1,088,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also added to or reduced their stakes in VRT. Empowered Funds LLC grew its holdings in Vertiv by 25.9% in the 1st quarter. Empowered Funds LLC now owns 11,557 shares of the company's stock worth $834,000 after buying an additional 2,377 shares in the last quarter. Sivia Capital Partners LLC bought a new position in Vertiv in the 2nd quarter worth approximately $567,000. Cary Street Partners Financial LLC grew its holdings in Vertiv by 19.8% in the 2nd quarter. Cary Street Partners Financial LLC now owns 1,390 shares of the company's stock worth $178,000 after buying an additional 230 shares in the last quarter. Bank of Nova Scotia grew its holdings in Vertiv by 49.7% in the 2nd quarter. Bank of Nova Scotia now owns 29,239 shares of the company's stock worth $3,755,000 after buying an additional 9,712 shares in the last quarter. Finally, Ossiam bought a new position in Vertiv in the 2nd quarter worth approximately $50,000. 89.92% of the stock is owned by institutional investors.

More Vertiv News

Here are the key news stories impacting Vertiv this week:

• Positive Sentiment: Company-reported above‑expected orders and a growing backlog support near‑term revenue visibility and explain recent upward momentum. Vertiv Holdings Co. (VRT) Surged on Above-Expected Orders and Backlog
• Positive Sentiment: Analysts and outlets point to a 28% one‑month gain driven by the AI data‑center boom, acquisitions and accelerating global growth — signaling continued upside expectations from investors focused on AI infrastructure suppliers. Vertiv Stock Jumps 28% in a Month: Buy, Sell, or Hold the Stock?
• Positive Sentiment: Sector analysis highlights how AI data centers are reshaping the power/thermal market — a thematic tailwind for Vertiv’s power and cooling product lines that supports higher long‑term demand. How AI Data Centers Are Reshaping the Power Market (And the 4 Plays Investors Are Making)
• Positive Sentiment: Vertiv appointed Frieda He as Chief Procurement Officer — a move aimed at strengthening supply‑chain resilience, lowering costs and protecting supplier quality as the company scales into AI‑driven demand. Vertiv Appoints Frieda He as Chief Procurement Officer
• Neutral Sentiment: Coverage noting a 52‑week high flags strong momentum but asks whether fundamentals justify further upside — useful for investors considering valuation and timing. Vertiv Holdings Co. (VRT) Hits Fresh High: Is There Still Room to Run?
• Neutral Sentiment: Short‑term momentum pieces track weekly gains and offer checklist items for momentum investors — they reinforce current interest but do not add new fundamental catalysts. Vertiv Holdings Co. (VRT) Is Up 1.50% in One Week: What You Should Know

Wall Street Analyst Weigh In

VRT has been the subject of a number of recent analyst reports. Morgan Stanley increased their price objective on Vertiv from $285.00 to $350.00 and gave the stock an "overweight" rating in a report on Thursday, April 23rd. Royal Bank Of Canada increased their price objective on Vertiv from $344.00 to $356.00 and gave the stock an "outperform" rating in a report on Thursday, April 23rd. HSBC initiated coverage on Vertiv in a report on Wednesday, March 25th. They issued a "buy" rating and a $325.00 price objective for the company. Zacks Research lowered Vertiv from a "strong-buy" rating to a "hold" rating in a report on Monday, April 13th. Finally, Jefferies Financial Group reissued a "hold" rating and issued a $260.00 price objective (down from $280.00) on shares of Vertiv in a report on Tuesday, March 31st. Twenty-one investment 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. According to MarketBeat, Vertiv currently has an average rating of "Moderate Buy" and an average target price of $278.38.

Insider Activity at Vertiv

In other news, Director Jan Van Dokkum sold 38,647 shares of the stock in a transaction on Thursday, February 26th. The stock was sold at an average price of $254.87, for a total transaction of $9,849,960.89. Following the completion of the sale, the director owned 25,000 shares in the company, valued at approximately $6,371,750. This represents a 60.72% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, Director Edward L. Monser sold 77,294 shares of the stock in a transaction on 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 sale, 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 position. The disclosure for this sale is available in the SEC filing. In the last three months, insiders have sold 489,761 shares of company stock worth $123,356,815. 1.10% of the stock is owned by corporate insiders.

Vertiv Price Performance

Shares of NYSE:VRT opened at $340.93 on Wednesday. Vertiv Holdings Co. has a one year low of $91.81 and a one year high of $341.12. The stock has a fifty day moving average of $276.37 and a 200-day moving average of $215.33. The company has a market capitalization of $130.95 billion, a PE ratio of 85.66, a price-to-earnings-growth ratio of 1.42 and a beta of 2.09. The company has a debt-to-equity ratio of 0.69, a quick ratio of 1.15 and a current ratio of 1.49.

Vertiv (NYSE:VRT - Get Free Report) last announced its quarterly earnings data on Wednesday, April 22nd. The company reported $1.17 EPS for the quarter, beating 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 the consensus estimate of $2.63 billion. During the same quarter in the prior year, the firm earned $0.64 EPS. The company'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 analysts anticipate that Vertiv Holdings Co. will post 6.42 EPS for the current fiscal year.

Vertiv Dividend Announcement

The business also recently disclosed a quarterly dividend, which was paid on Thursday, March 26th. Stockholders 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 dividend yield of 0.1%. The ex-dividend date was Tuesday, March 17th. Vertiv's dividend payout ratio is 6.28%.

Vertiv Company 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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