Intermede Investment Partners Ltd Reduces Position in Vertiv Holdings Co. $VRT

Intermede Investment Partners Ltd trimmed its holdings in Vertiv Holdings Co. (NYSE:VRT) by 30.4% in the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 236,210 shares of the company’s stock after selling 103,338 shares during the period. Vertiv accounts for about 1.6% of Intermede Investment Partners Ltd’s holdings, making the stock its 27th biggest holding. Intermede Investment Partners Ltd’s holdings in Vertiv were worth $38,268,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also recently modified their holdings of the business. Atticus Wealth Management LLC grew its stake in Vertiv by 3.7% during the 4th quarter. Atticus Wealth Management LLC now owns 2,929 shares of the company’s stock valued at $475,000 after acquiring an additional 105 shares in the last quarter. Prospera Financial Services Inc lifted its stake in Vertiv by 1.2% in the 4th quarter. Prospera Financial Services Inc now owns 19,259 shares of the company’s stock worth $3,120,000 after purchasing an additional 231 shares in the last quarter. Berkshire Capital Holdings Inc. lifted its stake in Vertiv by 498,300.0% in the 4th quarter. Berkshire Capital Holdings Inc. now owns 49,840 shares of the company’s stock worth $8,075,000 after purchasing an additional 49,830 shares in the last quarter. EverSource Wealth Advisors LLC boosted its holdings in shares of Vertiv by 12.9% during the 4th quarter. EverSource Wealth Advisors LLC now owns 4,981 shares of the company’s stock worth $807,000 after purchasing an additional 568 shares during the last quarter. Finally, New Millennium Group LLC grew its position in shares of Vertiv by 6.9% in the fourth quarter. New Millennium Group LLC now owns 3,732 shares of the company’s stock valued at $605,000 after purchasing an additional 240 shares in the last quarter. 89.92% of the stock is owned by hedge funds and other institutional investors.

Analysts Set New Price Targets

VRT has been the subject of several recent research reports. BNP Paribas Exane initiated coverage on Vertiv in a report on Tuesday, April 14th. They issued an “outperform” rating and a $345.00 price target for the company. Morgan Stanley upped their target price on Vertiv from $285.00 to $350.00 and gave the company an “overweight” rating in a report on Thursday, April 23rd. The Goldman Sachs Group raised their target price on Vertiv from $277.00 to $311.00 and gave the stock a “buy” rating in a research note on Tuesday, April 14th. Evercore reiterated an “outperform” rating and set a $425.00 price target on shares of Vertiv in a report on Tuesday, May 12th. Finally, Jefferies Financial Group reissued a “hold” rating and set a $260.00 price target (down from $280.00) on shares of Vertiv in a research report on Tuesday, March 31st. One analyst has rated the stock with a Strong Buy rating, twenty-two have given a Buy rating, three have assigned a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $322.32.

Vertiv Trading Up 0.1%

VRT opened at $327.78 on Monday. The stock has a market capitalization of $125.90 billion, a PE ratio of 82.36, a P/E/G ratio of 1.40 and a beta of 2.09. Vertiv Holdings Co. has a one year low of $101.00 and a one year high of $379.93. The company has a debt-to-equity ratio of 0.69, a quick ratio of 1.15 and a current ratio of 1.49. The business’s 50 day moving average price is $300.35 and its 200 day moving average price is $230.23.

Vertiv (NYSE:VRT) last posted its earnings results on Wednesday, April 22nd. The company reported $1.17 earnings per share (EPS) for the quarter, topping the consensus estimate 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 analysts’ expectations of $2.63 billion. During the same quarter last year, the firm earned $0.64 earnings per share. The firm’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 research analysts expect that Vertiv Holdings Co. will post 6.42 EPS for the current year.

Vertiv Dividend Announcement

The business also recently disclosed a quarterly dividend, which was paid on Thursday, March 26th. Investors of record on Tuesday, March 17th were issued a $0.0625 dividend. This represents a $0.25 annualized dividend and a yield of 0.1%. The ex-dividend date was Tuesday, March 17th. Vertiv’s payout ratio is 6.28%.

Insider Transactions at Vertiv

In other Vertiv news, Chairman David M. Cote sold 40,000 shares of Vertiv stock in a transaction dated Thursday, February 26th. The shares were sold at an average price of $255.29, for a total transaction of $10,211,600.00. Following the completion of the sale, the chairman directly owned 22,258 shares in the company, valued at $5,682,244.82. This trade represents a 64.25% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, Director Edward L. Monser sold 77,294 shares of the business’s stock in a transaction that occurred on Friday, March 6th. The shares were sold at an average price of $245.49, for a total transaction of $18,974,904.06. Following the completion of the sale, the director directly 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 SEC filing for this sale provides additional information. Insiders sold 489,761 shares of company stock worth $123,356,815 in the last 90 days. Insiders own 1.10% of the company’s stock.

Key Stories Impacting Vertiv

Here are the key news stories impacting Vertiv this week:

• Positive Sentiment: Vertiv is being highlighted as a key AI infrastructure winner because its cooling equipment helps solve the heat problem in dense GPU data centers, supporting long-term demand. Is This AI Data Center Stock a Buy While the Market Panics About Oversupply?
• Positive Sentiment: Vertiv was included in a momentum-stock screen, suggesting it continues to show strong trend strength and earnings-growth characteristics that traders favor. Micron & 2 Other Momentum Stocks to Buy Now for Big Upside
• Neutral Sentiment: Articles focused on whether VRT can keep moving higher after earnings, but they did not point to a fresh catalyst; they mainly framed the stock as a momentum name being reassessed by investors. Vertiv (VRT) Up 0.5% Since Last Earnings Report: Can It Continue?
• Negative Sentiment: Some commentary raised valuation concerns, noting Vertiv’s strong run has pushed the stock to an elevated earnings multiple, which could limit upside if growth expectations cool. Jim Cramer on Vertiv: “At 53 Times Earnings, I Gotta Say No Thanks”

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.