Vertiv Holdings Co. $VRT Holdings Raised by Bridgefront Capital LLC

Bridgefront Capital LLC increased its stake in Vertiv Holdings Co. (NYSE:VRT) by 101.8% in the 3rd quarter, HoldingsChannel.com reports. The firm owned 11,446 shares of the company’s stock after buying an additional 5,773 shares during the quarter. Vertiv comprises about 0.5% of Bridgefront Capital LLC’s holdings, making the stock its 19th biggest position. Bridgefront Capital LLC’s holdings in Vertiv were worth $1,727,000 as of its most recent filing with the Securities & Exchange Commission.

Several other large investors have also recently bought and sold shares of the stock. Norges Bank bought a new stake in shares of Vertiv during the 2nd quarter worth about $538,132,000. Winslow Capital Management LLC bought a new position in shares of Vertiv in the second quarter valued at approximately $459,284,000. Schroder Investment Management Group boosted its holdings in shares of Vertiv by 148.0% in the third quarter. Schroder Investment Management Group now owns 1,828,750 shares of the company’s stock valued at $275,885,000 after acquiring an additional 1,091,210 shares in the last quarter. SG Americas Securities LLC increased its stake in shares of Vertiv by 102.7% during the second quarter. SG Americas Securities LLC now owns 26,837 shares of the company’s stock valued at $3,446,000 after acquiring an additional 1,026,837 shares during the period. Finally, Invesco Ltd. increased its stake in shares of Vertiv by 20.9% during the second quarter. Invesco Ltd. now owns 5,931,488 shares of the company’s stock valued at $761,662,000 after acquiring an additional 1,024,634 shares during the period. Institutional investors and hedge funds own 89.92% of the company’s stock.

Insider Buying and Selling

In related news, Chairman David M. Cote sold 40,000 shares of the company’s stock in a transaction 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 transaction, the chairman directly owned 22,258 shares of the company’s stock, valued at approximately $5,682,244.82. The trade was a 64.25% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, Director Jan Van Dokkum sold 38,647 shares of the stock in a transaction that occurred on Thursday, February 26th. The stock was sold at an average price of $254.87, for a total transaction of $9,849,960.89. Following the completion of the sale, the director directly owned 25,000 shares of the company’s stock, valued at $6,371,750. This trade represents a 60.72% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last three months, insiders have sold 489,761 shares of company stock valued at $123,356,815. 2.63% of the stock is currently owned by company insiders.

Vertiv Stock Down 2.5%

Shares of Vertiv stock opened at $258.80 on Friday. Vertiv Holdings Co. has a 12-month low of $53.60 and a 12-month high of $276.78. The firm has a market capitalization of $99.02 billion, a PE ratio of 75.89, a price-to-earnings-growth ratio of 1.31 and a beta of 2.02. The company has a quick ratio of 1.22, a current ratio of 1.55 and a debt-to-equity ratio of 0.73. The stock’s fifty day moving average is $213.20 and its 200-day moving average is $180.61.

Vertiv (NYSE:VRT) last issued its quarterly earnings results on Wednesday, February 11th. The company reported $1.36 earnings per share for the quarter, topping analysts’ consensus estimates of $1.29 by $0.07. Vertiv had a return on equity of 49.55% and a net margin of 13.03%.The firm had revenue of $2.88 billion for the quarter, compared to analysts’ expectations of $2.89 billion. During the same quarter last year, the business posted $0.99 EPS. Vertiv’s revenue 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. Equities analysts anticipate that Vertiv Holdings Co. will post 3.59 earnings per share for the current year.

Vertiv Announces Dividend

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

Wall Street Analysts Forecast Growth

A number of equities analysts have issued reports on VRT shares. Royal Bank Of Canada increased their price target on Vertiv from $200.00 to $266.00 and gave the company an “outperform” rating in a research note on Thursday, February 12th. Wall Street Zen lowered Vertiv from a “strong-buy” rating to a “buy” rating in a report on Saturday. Deutsche Bank Aktiengesellschaft reiterated a “buy” rating and issued a $281.00 price target on shares of Vertiv in a research report on Thursday, February 12th. Wolfe Research lowered shares of Vertiv from an “outperform” rating to a “peer perform” rating in a research report on Tuesday, December 9th. Finally, JPMorgan Chase & Co. lowered their price objective on shares of Vertiv from $230.00 to $225.00 and set an “overweight” rating on the stock in a research note on Friday, January 16th. One investment 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 given a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $230.28.

Vertiv News Roundup

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

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.