Universal Beteiligungs und Servicegesellschaft mbH Has $51.67 Million Stake in Vertiv Holdings Co. $VRT

Universal Beteiligungs und Servicegesellschaft mbH reduced its position in Vertiv Holdings Co. (NYSE:VRT) by 6.9% during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 317,761 shares of the company’s stock after selling 23,693 shares during the quarter. Universal Beteiligungs und Servicegesellschaft mbH’s holdings in Vertiv were worth $51,674,000 at the end of the most recent quarter.

Several other hedge funds have also recently bought and sold shares of the company. Vanguard Group Inc. increased its holdings in Vertiv by 2.2% in the 3rd quarter. Vanguard Group Inc. now owns 38,833,036 shares of the company’s stock valued at $5,858,352,000 after buying an additional 826,281 shares during the period. State Street Corp increased its holdings in Vertiv by 2.3% in the 3rd quarter. State Street Corp now owns 8,459,323 shares of the company’s stock valued at $1,276,173,000 after buying an additional 189,484 shares during the period. American Century Companies Inc. increased its holdings in Vertiv by 16.7% in the 3rd quarter. American Century Companies Inc. now owns 3,431,760 shares of the company’s stock valued at $517,715,000 after buying an additional 491,349 shares during the period. Ameriprise Financial Inc. increased its holdings in Vertiv by 49.5% in the 2nd quarter. Ameriprise Financial Inc. now owns 2,811,114 shares of the company’s stock valued at $361,033,000 after buying an additional 930,158 shares during the period. Finally, Bank of New York Mellon Corp increased its holdings in Vertiv by 1.6% in the 3rd quarter. Bank of New York Mellon Corp now owns 2,143,067 shares of the company’s stock valued at $323,303,000 after buying an additional 33,012 shares during the period. 89.92% of the stock is owned by institutional investors.

Key Vertiv News

Here are the key news stories impacting Vertiv this week:

• Positive Sentiment: Q1 beat and raised full‑year outlook — Vertiv posted $1.17 EPS vs. ~$1.00 consensus and $2.65B revenue (+30% YoY), raised FY guidance and highlighted improved margins and profitability. Strong operating and adjusted free cash flow were also reported. Vertiv Reports Strong First Quarter (PR Newswire)
• Neutral Sentiment: Analyst / media coverage highlights momentum and fundamentals (Zacks and earnings transcripts are available), supporting a longer-term growth narrative tied to AI/data‑center demand. Zacks: Momentum Stock
• Negative Sentiment: Near-term guide softer than some expected — Q2 EPS guidance (1.37–1.43) was marginally below street estimates and revenue guidance midpoint left limited downside visibility for the quarter, prompting some profit‑taking.
• Negative Sentiment: Overseas weakness and macro worries dented investor reaction — coverage notes that international softness weighed on the stock despite strong U.S. results, contributing to the intraday pullback. Seeking Alpha: Vertiv slips premarket
• Negative Sentiment: Unusual options activity — an elevated number of put purchases was reported intra‑day, indicating increased hedging or bearish speculative interest which can amplify downward pressure.
• Negative Sentiment: Market reaction context — commentators note the market “handed long‑term investors a gift,” i.e., shares fell despite a strong quarter, which could create a near‑term buying opportunity but also signals caution among short‑term traders. Seeking Alpha: Market Reaction

Vertiv Stock Down 2.2%

Shares of VRT opened at $305.65 on Thursday. Vertiv Holdings Co. has a 52 week low of $77.24 and a 52 week high of $323.04. The stock has a market capitalization of $116.94 billion, a price-to-earnings ratio of 89.63, a PEG ratio of 1.57 and a beta of 2.04. The company has a debt-to-equity ratio of 0.73, a quick ratio of 1.22 and a current ratio of 1.55. The stock has a fifty day moving average of $264.96 and a 200-day moving average of $207.62.

Vertiv (NYSE:VRT) last announced its quarterly earnings results 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 49.55% and a net margin of 13.03%.The company had revenue of $2.65 billion during the quarter, compared to analysts’ expectations of $2.63 billion. During the same period in the prior year, the company earned $0.64 EPS. Vertiv’s 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, sell-side analysts anticipate that Vertiv Holdings Co. will post 6.16 earnings per share for the current fiscal year.

Vertiv Announces Dividend

The firm also recently announced a quarterly dividend, which was paid on Thursday, March 26th. Investors of record on Tuesday, March 17th were given a dividend of $0.0625 per share. The ex-dividend date was Tuesday, March 17th. This represents a $0.25 annualized dividend and a yield of 0.1%. Vertiv’s dividend payout ratio (DPR) is currently 7.33%.

Insider Buying and Selling at Vertiv

In related news, Director Roger Fradin sold 101,666 shares of Vertiv stock in a transaction that occurred on Friday, February 27th. The shares were sold at an average price of $252.13, for a total transaction of $25,633,048.58. The transaction was disclosed in a filing with the SEC, which can be accessed through this link. Also, Chairman David M. Cote sold 40,000 shares of Vertiv stock in a transaction that occurred on Thursday, February 26th. The stock was sold at an average price of $255.29, for a total transaction of $10,211,600.00. Following the sale, the chairman owned 22,258 shares in the company, valued at approximately $5,682,244.82. This represents a 64.25% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 489,761 shares of company stock worth $123,356,815 over the last quarter. Insiders own 2.63% of the company’s stock.

Wall Street Analysts Forecast Growth

Several research firms have commented on VRT. Mizuho raised their target price on shares of Vertiv from $198.00 to $290.00 and gave the company an “outperform” rating in a report on Thursday, February 12th. TD Cowen reissued a “buy” rating on shares of Vertiv in a report on Thursday, February 12th. Jefferies Financial Group reissued a “hold” rating and issued a $260.00 target price (down from $280.00) on shares of Vertiv in a report on Tuesday, March 31st. Roth Mkm reissued a “buy” rating and issued a $335.00 target price on shares of Vertiv in a report on Thursday, April 16th. Finally, The Goldman Sachs Group raised their target price on shares of Vertiv from $277.00 to $311.00 and gave the company a “buy” rating in a report on Tuesday, April 14th. Twenty-one analysts have rated the stock with a Buy rating, four have given a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat, the company has a consensus rating of “Moderate Buy” and an average price target of $252.95.

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.