Vertiv Holdings Co. $VRT Stock: Bokf Na Lowers Position

Key Points

• Bokf Na cut its Vertiv stake by 81.7% in the third quarter, selling 26,442 shares and retaining 5,922 shares valued at approximately $1.43 million. Institutional investors still own about 89.9% of the company.
• Vertiv delivered a strong earnings beat, reporting quarterly EPS of $2.21 versus the $1.82 consensus and revenue of $4.31 billion versus $3.75 billion expected. Revenue increased 61.2% year over year, driven by robust AI data-center demand, and management raised its 2026 outlook.
• The stock remains volatile and richly valued: Vertiv has a beta of 2.05 and trades at a P/E of 43.4, despite a “Moderate Buy” analyst consensus and an average price target of $337.81 versus its reported opening price of $232.21.

Bokf Na trimmed its holdings in shares of Vertiv Holdings Co. (NYSE:VRT - Free Report) by 81.7% during the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 5,922 shares of the company's stock after selling 26,442 shares during the period. Bokf Na's holdings in Vertiv were worth $1,429,000 as of its most recent filing with the Securities and Exchange Commission.

Other hedge funds have also recently bought and sold shares of the company. Sachetta LLC grew its stake in Vertiv by 41.4% during the 1st quarter. Sachetta LLC now owns 123 shares of the company's stock valued at $31,000 after acquiring an additional 36 shares in the last quarter. Cornerstone Planning Group LLC lifted its position in shares of Vertiv by 60.5% in the first quarter. Cornerstone Planning Group LLC now owns 130 shares of the company's stock worth $33,000 after purchasing an additional 49 shares in the last quarter. Burkett Financial Services LLC acquired a new stake in shares of Vertiv during the third quarter worth approximately $35,000. Center for Financial Planning Inc. boosted its holdings in shares of Vertiv by 554.2% during the first quarter. Center for Financial Planning Inc. now owns 157 shares of the company's stock worth $39,000 after purchasing an additional 133 shares during the period. Finally, Ravenstone Capital Management Inc. acquired a new stake in shares of Vertiv during the first quarter worth approximately $40,000. 89.92% of the stock is owned by hedge funds and other institutional investors.

Key Vertiv News

Here are the key news stories impacting Vertiv this week:

• Positive Sentiment: Earnings and outlook beat expectations: Vertiv reported adjusted EPS of $2.21 versus the $1.82 consensus and revenue of $4.31 billion versus expectations of $3.75 billion. Revenue rose 61.2% year over year, while earnings increased 78%. Management also upgraded its 2026 outlook. Vertiv Q3 Earnings Beat on Robust Sales Growth and Strong AI Demand
• Positive Sentiment: AI infrastructure demand is accelerating: Orders more than doubled from a year earlier, supported by demand for Vertiv’s power and cooling systems used in data centers. Deferred revenue reached $4.12 billion, suggesting robust future demand and persistent data-center capacity constraints. Plugging In: Vertiv Cashes In on AI Demand
• Positive Sentiment: Analyst support improved: Royal Bank of Canada raised its price target from $323 to $351 and maintained a “moderate buy” rating. The broader analyst consensus also points to additional upside, while technical commentary suggests the earnings rally may have helped end a prolonged correction. Royal Bank of Canada recommendations
• Neutral Sentiment: Recovery follows a sharp selloff: Vertiv had fallen roughly 34%–36% from its spring peak amid concerns about an earlier revenue miss and product-quality issues. The latest earnings beat has driven a sharp rebound, but the stock’s beta above 2 indicates continued sensitivity to market sentiment.
• Negative Sentiment: Valuation and profit-taking risks remain: Even after the correction, Vertiv trades at a relatively high earnings multiple, leaving limited room for execution disappointments. The large post-earnings move may also encourage short-term profit-taking and contribute to session-to-session volatility.

Vertiv Stock Down 5.6%

VRT opened at $232.21 on Friday. The business has a 50 day moving average of $242.63 and a 200-day moving average of $268.96. The stock has a market capitalization of $89.40 billion, a price-to-earnings ratio of 43.40, a P/E/G ratio of 0.76 and a beta of 2.05. The company has a current ratio of 1.39, a quick ratio of 1.03 and a debt-to-equity ratio of 0.53. Vertiv Holdings Co. has a 1-year low of $147.82 and a 1-year high of $379.93.

Vertiv (NYSE:VRT - Get Free Report) last posted its quarterly earnings data on Wednesday, October 28th. The company reported $2.21 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.82 by $0.39. The company had revenue of $4.31 billion for the quarter, compared to the consensus estimate of $3.75 billion. Vertiv had a net margin of 15.99% and a return on equity of 53.31%. The business's revenue was up 61.2% compared to the same quarter last year. During the same quarter in the previous year, the firm posted $1.24 EPS. As a group, sell-side analysts anticipate that Vertiv Holdings Co. will post 7.17 earnings per share for the current year.

Vertiv Dividend Announcement

The company also recently announced a quarterly dividend, which was paid on Thursday, September 24th. Investors of record on Monday, September 14th were given a dividend of $0.0625 per share. The ex-dividend date of this dividend was Monday, September 14th. This represents a $0.25 dividend on an annualized basis and a yield of 0.1%. Vertiv's dividend payout ratio (DPR) is 4.67%.

Insiders Place Their Bets

In related news, Director Edward Monser sold 15,287 shares of the business's stock in a transaction dated Tuesday, September 1st. The stock was sold at an average price of $253.82, for a total transaction of $3,880,146.34. Following the transaction, the director directly owned 16,500 shares in the company, valued at $4,188,030. The trade was a 48.09% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 1.10% of the stock is currently owned by company insiders.

Analysts Set New Price Targets

Several research analysts have weighed in on the stock. Morgan Stanley set a $330.00 price objective on shares of Vertiv in a research note on Friday, October 16th. KeyCorp lowered their price target on shares of Vertiv from $360.00 to $325.00 and set an "overweight" rating on the stock in a report on Thursday, July 30th. Glj Research started coverage on shares of Vertiv in a report on Tuesday, October 6th. They set a "sell" rating and a $188.00 price target on the stock. UBS Group reaffirmed a "buy" rating and issued a $370.00 price target on shares of Vertiv in a research note on Thursday, July 30th. Finally, Zacks Research lowered Vertiv from a "strong-buy" rating to a "hold" rating in a report on Monday, August 31st. One equities research analyst has rated the stock with a Strong Buy rating, twenty-three have given a Buy rating, five have issued a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat, the stock has a consensus rating of "Moderate Buy" and an average target price of $337.81.

About Vertiv

Vertiv Holdings Co NYSE: VRT designs, manufactures and services critical digital infrastructure that supports data centers, communication networks and other facilities requiring reliable power and environmental control. Its solutions are used by cloud and colocation providers, telecommunications companies, enterprises, industrial organizations and edge-computing operators.

The company's offerings include uninterruptible power supplies, power distribution and management systems, thermal-management and cooling equipment, integrated racks and enclosures, modular infrastructure, and monitoring and control software.

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