Oppenheimer Asset Management Inc. Cuts Stake in Vertiv Holdings Co. $VRT

Oppenheimer Asset Management Inc. lessened its stake in shares of Vertiv Holdings Co. (NYSE:VRT) by 10.2% in the 3rd quarter, Holdings Channel reports. The firm owned 18,981 shares of the company’s stock after selling 2,162 shares during the period. Oppenheimer Asset Management Inc.’s holdings in Vertiv were worth $2,863,000 at the end of the most recent reporting period.

Several other large investors also recently bought and sold shares of the company. Howard Capital Management Inc. raised its holdings in shares of Vertiv by 3.0% during the third 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 last quarter. Investors Asset Management of Georgia Inc. GA ADV increased its position in shares of Vertiv by 1.9% during 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 purchasing an additional 55 shares in the last quarter. JBR Co Financial Management Inc lifted its holdings in Vertiv by 0.8% in 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 in the last quarter. Plancorp LLC boosted its stake in Vertiv by 1.3% during the 3rd quarter. Plancorp LLC now owns 5,317 shares of the company’s stock worth $802,000 after purchasing an additional 67 shares during the last quarter. Finally, True Wealth Design LLC grew its holdings in shares of Vertiv by 54.0% during the third quarter. True Wealth Design LLC now owns 194 shares of the company’s stock worth $29,000 after buying an additional 68 shares in the last quarter. 89.92% of the stock is currently owned by hedge funds and other institutional investors.

Vertiv Stock Performance

Shares of Vertiv stock opened at $236.14 on Friday. The business’s fifty day simple moving average is $177.95 and its 200-day simple moving average is $163.48. The company has a quick ratio of 1.43, a current ratio of 1.83 and a debt-to-equity ratio of 0.83. The firm has a market cap 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 Holdings Co. has a 52 week low of $53.60 and a 52 week high of $255.54.

Vertiv (NYSE:VRT) last posted its earnings results on Wednesday, February 11th. The company reported $1.36 EPS for the quarter, beating analysts’ consensus estimates of $1.29 by $0.07. The company had revenue of $2.88 billion for the quarter, compared to analysts’ expectations of $2.89 billion. Vertiv had a net margin of 13.03% and a return on equity of 52.91%. Vertiv’s revenue for the quarter was up 22.7% compared to the same quarter last year. During the same quarter in the prior year, the company 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. Equities analysts forecast that Vertiv Holdings Co. will post 3.59 earnings per share for the current year.

Analyst Upgrades and Downgrades

Several equities analysts have recently weighed in on the stock. KGI Securities raised shares of Vertiv from a “hold” rating to an “outperform” rating in a research note on Thursday, October 23rd. Weiss Ratings lowered shares of Vertiv from a “buy (b-)” rating to a “hold (c+)” rating in a research note on Thursday, January 29th. Deutsche Bank Aktiengesellschaft restated a “buy” rating and issued a $281.00 price target on shares of Vertiv in a research report on Thursday. Zacks Research upgraded Vertiv from a “hold” rating to a “strong-buy” rating in a report on Friday, October 31st. Finally, Evercore raised their target price on Vertiv from $180.00 to $200.00 and gave the stock an “outperform” rating in a research note on Monday, October 20th. 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 given a Sell rating to the company’s stock. According to data from MarketBeat.com, Vertiv presently has an average rating of “Moderate Buy” and a consensus target price of $224.21.

Insider Activity at Vertiv

In related news, EVP Stephen Liang sold 5,501 shares of Vertiv stock in a transaction that occurred on Monday, November 24th. The shares were 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 in the company, valued at approximately $690,444. This trade represents a 57.60% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Corporate insiders own 2.63% of the company’s stock.

Key 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

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.