Wealth Enhancement Advisory Services LLC Sells 32,104 Shares of Vertiv Holdings Co. $VRT

Key Points

• Wealth Enhancement Advisory Services LLC cut its Vertiv stake by 16.9% in Q4, selling 32,104 shares and retaining 157,712 shares worth about $27.6 million at period end.
• Insiders conducted large sell-offs this quarter — directors Edward Monser and Roger Fradin sold 77,294 and 101,667 shares respectively, with insiders disposing of 489,761 shares totaling roughly $123.36 million; insiders now own 5.01% of the company.
• Positive operational catalysts — Vertiv’s S&P 500 inclusion, four new/expanded manufacturing facilities, and the proposed ThermoKey acquisition to bolster AI cooling capabilities coincide with a Q4 EPS beat and FY2026 guidance that point to continued growth momentum.

Wealth Enhancement Advisory Services LLC decreased its holdings in Vertiv Holdings Co. (NYSE:VRT - Free Report) by 16.9% in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 157,712 shares of the company's stock after selling 32,104 shares during the period. Wealth Enhancement Advisory Services LLC's holdings in Vertiv were worth $27,600,000 at the end of the most recent reporting period.

A number of other institutional investors also recently modified their holdings of VRT. Howard Capital Management Inc. raised its holdings in Vertiv by 3.0% during the 3rd quarter. Howard Capital Management Inc. now owns 1,837 shares of the company's stock valued at $277,000 after acquiring an additional 54 shares during the period. Investors Asset Management of Georgia Inc. GA ADV boosted its holdings in shares of Vertiv by 1.9% in the third quarter. Investors Asset Management of Georgia Inc. GA ADV now owns 3,020 shares of the company's stock worth $456,000 after acquiring an additional 55 shares during the period. Ancora Advisors LLC grew its position in shares of Vertiv by 0.4% in the third quarter. Ancora Advisors LLC now owns 15,923 shares of the company's stock valued at $2,402,000 after purchasing an additional 64 shares in the last quarter. JBR Co Financial Management Inc raised its stake in shares of Vertiv by 0.8% during the 3rd quarter. JBR Co Financial Management Inc now owns 7,825 shares of the company's stock valued at $1,180,000 after purchasing an additional 65 shares during the period. Finally, Brown Brothers Harriman & Co. lifted its holdings in Vertiv by 37.8% during the 3rd quarter. Brown Brothers Harriman & Co. now owns 237 shares of the company's stock worth $36,000 after purchasing an additional 65 shares in the last quarter. 89.92% of the stock is currently owned by hedge funds and other institutional investors.

Insiders Place Their Bets

In other Vertiv news, Director Edward L. Monser sold 77,294 shares of the firm's stock in a transaction dated Friday, March 6th. The stock was sold at an average price of $245.49, for a total transaction of $18,974,904.06. Following the sale, the director owned 16,500 shares in the company, valued at $4,050,585. This trade represents a 82.41% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, Director Roger Fradin sold 101,667 shares of Vertiv stock in a transaction dated Thursday, February 26th. The stock was sold at an average price of $253.42, for a total value of $25,764,451.14. Following the sale, the director directly owned 40,000 shares of the company's stock, valued at approximately $10,136,800. This trade represents a 71.76% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold 489,761 shares of company stock valued at $123,356,815 over the last quarter. Insiders own 5.01% of the company's stock.

Analyst Upgrades and Downgrades

VRT has been the subject of a number of recent analyst reports. JPMorgan Chase & Co. reduced their target price on Vertiv from $230.00 to $225.00 and set an "overweight" rating for the company in a report on Friday, January 16th. Wolfe Research lowered shares of Vertiv from an "outperform" rating to a "peer perform" rating in a research report on Tuesday, December 9th. Citigroup boosted their price objective on shares of Vertiv from $220.00 to $286.00 and gave the company a "buy" rating in a research note on Thursday, February 12th. Morgan Stanley reaffirmed an "overweight" rating and set a $285.00 target price on shares of Vertiv in a report on Friday, February 13th. Finally, Wall Street Zen downgraded shares of Vertiv from a "strong-buy" rating to a "buy" rating in a report on Saturday, March 14th. One research analyst has rated the stock with a Strong Buy rating, nineteen have assigned a Buy rating, two have given a Hold rating and one has issued a Sell rating to the company's stock. According to data from MarketBeat, Vertiv currently has a consensus rating of "Moderate Buy" and an average price target of $230.28.

More Vertiv News

Here are the key news stories impacting Vertiv this week:

• Positive Sentiment: Inclusion in the S&P 500, which became effective March 23, brings index-buying flows and greater institutional attention — a structural demand boost for the stock. Vertiv Joins the S&P 500 Today. Can Its AI Rally Keep Going?
• Positive Sentiment: Vertiv announced four new or expanded manufacturing facilities in the Americas to increase capacity for power, rack systems and infrastructure solutions — a move to meet rising high-density and AI cooling demand that supports revenue growth and delivery ramp. Vertiv Announces Expansion of Manufacturing Capacity Spanning Infrastructure Solutions, Power, and Rack Systems, to Meet Rising Demand
• Positive Sentiment: Agreement to acquire ThermoKey S.p.A. to broaden heat-rejection and heat-exchange capabilities for AI-ready data centers — this expands Vertiv’s thermal portfolio and customer optionality in high-density cooling. Vertiv to Acquire ThermoKey, Expanding Heat Rejection Portfolio for Converged Physical Infrastructure
• Positive Sentiment: Analyst and media bullishness highlighting robust AI infrastructure demand, large backlog and Nvidia collaboration — commentary from Zacks and The Motley Fool underscores organic momentum and upside expectations. VRT Benefits From Robust AI Infrastructure Demand: More Upside Ahead?
• Neutral Sentiment: Trending / “buy now” coverage and style-score pieces from Zacks and Yahoo are increasing retail/investor attention; useful for momentum but not direct proof of fundamentals. Is Trending Stock Vertiv Holdings Co. (VRT) a Buy Now?
• Neutral Sentiment: Market commentators and trading educators are highlighting Vertiv as a name to trade around recent moves (technical/residual-premium opportunities), which can amplify intraday volatility but is not a long-term fundamental driver. The Big 3: SPY, AVGO, VRT
• Negative Sentiment: Short interest rose sharply in March — up ~42.6% to ~8.9M shares as of March 13 (about 2.5% of shares outstanding) with a short-interest ratio of ~1.1 days — this increase can pressure the stock if negative headlines arrive, though the low days-to-cover also limits prolonged short pressure; it also raises the potential for short-term squeezes.

Vertiv Stock Up 5.7%

Shares of NYSE VRT opened at $270.47 on Wednesday. The company has a current ratio of 1.55, a quick ratio of 1.22 and a debt-to-equity ratio of 0.73. The business has a 50-day moving average of $226.45 and a 200-day moving average of $187.74. The firm has a market capitalization of $103.48 billion, a price-to-earnings ratio of 79.32, a PEG ratio of 1.29 and a beta of 2.02. Vertiv Holdings Co. has a 12 month low of $53.60 and a 12 month high of $276.78.

Vertiv (NYSE:VRT - Get Free Report) last announced its earnings results on Wednesday, February 11th. The company reported $1.36 earnings per share for the quarter, beating analysts' consensus estimates of $1.29 by $0.07. Vertiv had a net margin of 13.03% and a return on equity of 49.55%. The business had revenue of $2.88 billion for the quarter, compared to the consensus estimate of $2.89 billion. During the same period last year, the firm posted $0.99 earnings per share. Vertiv's quarterly revenue was up 22.7% on a year-over-year basis. Vertiv has set its Q1 2026 guidance at 0.950-1.010 EPS and its FY 2026 guidance at 5.970-6.070 EPS. Sell-side analysts expect that Vertiv Holdings Co. will post 3.59 earnings per share for the current fiscal year.

Vertiv Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Thursday, March 26th. Investors of record on Tuesday, March 17th will be given a $0.0625 dividend. The ex-dividend date is Tuesday, March 17th. This represents a $0.25 annualized dividend and a yield of 0.1%. Vertiv's payout ratio is 7.33%.

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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