New South Capital Management Inc. Has $253.82 Million Stake in Vertiv Holdings Co. $VRT

New South Capital Management Inc. trimmed its stake in shares of Vertiv Holdings Co. (NYSE:VRT) by 8.6% in the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 1,682,455 shares of the company’s stock after selling 158,439 shares during the quarter. Vertiv comprises approximately 11.6% of New South Capital Management Inc.’s investment portfolio, making the stock its biggest position. New South Capital Management Inc.’s holdings in Vertiv were worth $253,815,000 as of its most recent SEC filing.

A number of other institutional investors also recently made changes to their positions in the company. Empowered Funds LLC lifted its holdings in shares of Vertiv by 25.9% during the first 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 acquired a new position in Vertiv during the second quarter valued at approximately $567,000. CWM LLC lifted its stake in Vertiv by 53.5% during the second quarter. CWM LLC now owns 46,371 shares of the company’s stock worth $5,955,000 after purchasing an additional 16,161 shares during the last quarter. Allspring Global Investments Holdings LLC boosted its holdings in shares of Vertiv by 7.3% in the 2nd quarter. Allspring Global Investments Holdings LLC now owns 316,057 shares of the company’s stock valued at $38,730,000 after purchasing an additional 21,565 shares in the last quarter. Finally, MGO One Seven LLC increased its stake in shares of Vertiv by 315.6% in the 2nd quarter. MGO One Seven LLC now owns 14,015 shares of the company’s stock valued at $1,800,000 after purchasing an additional 10,643 shares during the last quarter. 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: Q4 beat and very strong FY‑2026 guidance — Vertiv reported EPS above consensus and raised FY‑2026 EPS and revenue guidance well ahead of estimates, which underpinned the recent rally. Vertiv Earnings Prove the AI Infrastructure Boom Is Intact
• Positive Sentiment: Massive orders/backlog driven by AI/data‑center demand — Orders and backlog jumped (backlog ~ $15B, +109% YoY; huge book‑to‑bill), signaling multi‑quarter revenue visibility and fueling bullish analyst commentary. Vertiv Reports Strong Fourth Quarter
• Positive Sentiment: Analyst uplift — At least one major shop (Mizuho) raised its price target sharply to $290 and reiterated an outperform view, supporting upside expectations despite the recent run. Mizuho Price Target Raise
• Neutral Sentiment: Full disclosure/analysis available — Earnings call transcripts and detailed slide deck are out for investors who want to dig into segment trends, margins and backlog conversion timing. Earnings Call Transcript
• Negative Sentiment: Revenue slightly missed and the stock is extended — Top line was essentially flat vs. expectations ($2.88B vs. $2.89B) and the share price moved quickly to 52‑week highs, creating an overbought setup that often leads to short‑term profit‑taking. Q4 Earnings Beat…Shares Fall
• Negative Sentiment: High valuation and volatility risk — VRT now trades at a rich multiple after the rally (high PE, elevated technical indicators), increasing the odds of short‑term mean reversion for risk‑sensitive investors. No link

Analyst Upgrades and Downgrades

Several brokerages recently weighed in on VRT. Morgan Stanley upped their price objective on Vertiv from $165.00 to $200.00 and gave the stock an “overweight” rating in a research report on Thursday, October 23rd. Weiss Ratings cut shares of Vertiv from a “buy (b-)” rating to a “hold (c+)” rating in a report on Thursday, January 29th. Roth Mkm reaffirmed a “buy” rating and set a $275.00 price target on shares of Vertiv in a report on Thursday. JPMorgan Chase & Co. lowered their price objective on shares of Vertiv from $230.00 to $225.00 and set an “overweight” rating for the company in a research report on Friday, January 16th. Finally, UBS Group upped their price target on shares of Vertiv from $173.00 to $201.00 and gave the company a “buy” rating in a research report on Thursday, October 23rd. One equities research analyst has rated the stock with a Strong Buy rating, nineteen have issued a Buy rating, three have assigned a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat, Vertiv presently has a consensus rating of “Moderate Buy” and an average price target of $224.21.

Insider Activity at Vertiv

In related news, EVP Stephen Liang sold 5,501 shares of the firm’s stock in a transaction on Monday, November 24th. The stock was sold at an average price of $170.48, for a total value of $937,810.48. Following the completion of the sale, the executive vice president owned 4,050 shares of the company’s stock, valued at $690,444. This trade represents a 57.60% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available through this link. 2.63% of the stock is currently owned by corporate insiders.

Vertiv Stock Down 5.0%

Shares of NYSE:VRT opened at $236.14 on Friday. The business has a fifty day moving average price of $177.95 and a two-hundred day moving average price of $163.48. Vertiv Holdings Co. has a 1 year low of $53.60 and a 1 year high of $255.54. The company has a debt-to-equity ratio of 0.83, a current ratio of 1.83 and a quick ratio of 1.43. The company has a market capitalization of $90.29 billion, a PE ratio of 69.25, a price-to-earnings-growth ratio of 1.32 and a beta of 2.08.

Vertiv (NYSE:VRT) last issued its quarterly earnings data on Wednesday, February 11th. The company reported $1.36 EPS for the quarter, beating the consensus estimate of $1.29 by $0.07. The firm had revenue of $2.88 billion during the quarter, compared to the consensus estimate of $2.89 billion. Vertiv had a net margin of 13.03% and a return on equity of 52.91%. The company’s quarterly revenue was up 22.7% compared to the same quarter last year. During the same period in the prior year, the firm posted $0.99 earnings per share. Vertiv has set its Q1 2026 guidance at 0.950-1.010 EPS and its FY 2026 guidance at 5.970-6.070 EPS. Analysts forecast that Vertiv Holdings Co. will post 3.59 earnings per share for the current year.

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.