Fundsmith LLP Has $89.23 Million Stock Position in Vertiv Holdings Co. $VRT

Fundsmith LLP lowered its holdings in shares of Vertiv Holdings Co. (NYSE:VRT) by 18.4% in the third quarter, Holdings Channel.com reports. The institutional investor owned 591,450 shares of the company’s stock after selling 133,473 shares during the period. Vertiv comprises about 0.5% of Fundsmith LLP’s holdings, making the stock its 24th biggest position. Fundsmith LLP’s holdings in Vertiv were worth $89,226,000 as of its most recent filing with the SEC.

Other hedge funds and other institutional investors have also recently bought and sold shares of the company. Financial Management Professionals Inc. boosted its stake in shares of Vertiv by 1,560.0% in the 3rd quarter. Financial Management Professionals Inc. now owns 166 shares of the company’s stock valued at $25,000 after purchasing an additional 156 shares in the last quarter. Promus Capital LLC acquired a new position in Vertiv during the 2nd quarter worth approximately $26,000. Pacer Advisors Inc. lifted its stake in Vertiv by 67.6% in the 3rd quarter. Pacer Advisors Inc. now owns 171 shares of the company’s stock valued at $26,000 after purchasing an additional 69 shares during the last quarter. True Wealth Design LLC lifted its stake in Vertiv by 54.0% in the 3rd quarter. True Wealth Design LLC now owns 194 shares of the company’s stock valued at $29,000 after purchasing an additional 68 shares during the last quarter. Finally, Quent Capital LLC acquired a new stake in shares of Vertiv during the 3rd quarter valued at $30,000. Institutional investors own 89.92% of the company’s stock.

Insider Activity at Vertiv

In other Vertiv news, EVP Anders Karlborg sold 30,487 shares of the firm’s stock in a transaction dated Thursday, February 26th. The stock was sold at an average price of $246.92, for a total transaction of $7,527,850.04. Following the sale, the executive vice president owned 34,746 shares in the company, valued at $8,579,482.32. This trade represents a 46.74% 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 Edward L. Monser sold 77,294 shares of the business’s stock in a transaction that occurred on 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 completion of the sale, the director owned 16,500 shares of the company’s stock, valued at approximately $4,050,585. The trade was a 82.41% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold a total of 489,761 shares of company stock worth $123,356,815 in the last three months. 2.63% of the stock is owned by insiders.

Vertiv Trading Down 2.5%

Shares of VRT stock opened at $258.80 on Friday. 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 company has a market capitalization of $99.02 billion, a price-to-earnings ratio of 75.89, a PEG ratio of 1.34 and a beta of 2.02. The company has a 50-day simple moving average of $213.20 and a two-hundred day simple moving average of $180.24. Vertiv Holdings Co. has a 52-week low of $53.60 and a 52-week high of $276.78.

Vertiv (NYSE:VRT) last posted 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. Vertiv had a return on equity of 49.55% and a net margin of 13.03%.The business had revenue of $2.88 billion for the quarter, compared to the consensus estimate of $2.89 billion. During the same quarter in the prior year, the business earned $0.99 earnings per share. Vertiv’s revenue for the quarter 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. Research analysts anticipate that Vertiv Holdings Co. will post 3.59 EPS for the current fiscal year.

Vertiv Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, March 26th. Stockholders of record on Tuesday, March 17th will be issued a dividend of $0.0625 per share. The ex-dividend date of this dividend is Tuesday, March 17th. This represents a $0.25 annualized dividend and a dividend yield of 0.1%. Vertiv’s payout ratio is presently 7.33%.

Vertiv News Summary

Here are the key news stories impacting Vertiv this week:

• Positive Sentiment: Vertiv rolled out OneCore, a digital-twin platform targeting high-density AI data centers — a strategic product that addresses faster buildouts for AI infrastructure and supports longer-term demand for Vertiv’s power/cooling systems. Vertiv (VRT) Debuts OneCore Digital Twin Platform for AI Data Centers
• Positive Sentiment: New industrial‑grade UPS design aimed at commercial markets expands Vertiv’s addressable market outside hyperscale data centers — a product-cycle catalyst that can support revenue growth and margin mix over time. Vertiv introduces industrial-grade UPS design for commercial markets
• Positive Sentiment: Strong media and analyst attention (Forbes, Jim Cramer shout-outs, Zacks blogs) and an average “Moderate Buy” analyst rating have fueled demand and investor interest in Vertiv as an AI infrastructure play. Why Vertiv Is Outpacing Every Competitor
• Neutral Sentiment: Explanatory coverage notes Vertiv is up significantly since earnings and lays out the key drivers and estimates — useful context but not a new catalyst. Momentum can attract short-term traders as well as volatility. Why Is Vertiv (VRT) Up 12.2% Since Last Earnings Report?
• Neutral Sentiment: Broader thematic pieces place Vertiv in AI/megatrend portfolios — positive for long-term thesis but these narratives can already be priced in. Megatrends Still Matter: 3 Growth Stocks for the Next 10 Years (VRT)
• Negative Sentiment: A company director sold roughly $19M of stock — a sizable insider sale that can create near-term selling pressure and raise caution for some investors. Vertiv (NYSE:VRT) Director Sells $18,974,904.06 in Stock
• Negative Sentiment: Valuation and recent run-up: coverage highlights strong gains and elevated multiples (high P/E), which increase the risk of short-term profit-taking and sensitivity to execution/guidance misses. A Look At Vertiv Holdings Co (VRT) Valuation After Strong Recent Share Price Momentum

Analyst Upgrades and Downgrades

VRT has been the topic of several research analyst reports. Morgan Stanley restated an “overweight” rating and set a $285.00 target price on shares of Vertiv in a research report on Friday, February 13th. Wolfe Research downgraded Vertiv from an “outperform” rating to a “peer perform” rating in a research note on Tuesday, December 9th. The Goldman Sachs Group upped their price target on Vertiv from $204.00 to $277.00 and gave the stock a “buy” rating in a research note on Thursday, February 12th. Oppenheimer reissued an “outperform” rating and issued a $270.00 price objective on shares of Vertiv in a research note on Thursday, February 12th. Finally, Weiss Ratings raised Vertiv from a “hold (c+)” rating to a “buy (b-)” rating in a research report on Friday, February 13th. One analyst has rated the stock with a Strong Buy rating, nineteen have issued a Buy rating, two have issued a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average target price of $230.28.

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.