KERR FINANCIAL PLANNING Corp Purchases Shares of 2,005 Vertiv Holdings Co. $VRT

KERR FINANCIAL PLANNING Corp bought a new stake in shares of Vertiv Holdings Co. (NYSE:VRT) in the third quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor bought 2,005 shares of the company’s stock, valued at approximately $302,000.

A number of other institutional investors and hedge funds have also recently modified their holdings of the business. Vanguard Group Inc. raised its position in shares of Vertiv by 2.2% during 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 in the last quarter. State Street Corp grew its position in Vertiv by 2.3% in the third quarter. State Street Corp now owns 8,459,323 shares of the company’s stock worth $1,276,173,000 after acquiring an additional 189,484 shares in the last quarter. Invesco Ltd. increased its stake in Vertiv by 20.9% during the second quarter. Invesco Ltd. now owns 5,931,488 shares of the company’s stock worth $761,662,000 after acquiring an additional 1,024,634 shares during the last quarter. Norges Bank bought a new stake in Vertiv during the second quarter worth approximately $538,132,000. Finally, Winslow Capital Management LLC purchased a new stake in Vertiv during the second quarter valued at approximately $459,284,000. 89.92% of the stock is owned by hedge funds and other institutional investors.

Key Headlines Impacting Vertiv

Here are the key news stories impacting Vertiv this week:

• Positive Sentiment: Expanded collaboration with NVIDIA to supply simulation‑ready, modular power & cooling infrastructure for NVIDIA’s Vera Rubin DSX and Omniverse DSX AI factory reference designs — this deepens Vertiv’s role in AI data‑center buildouts and reduces deployment risk for customers, supporting revenue visibility. Vertiv NVIDIA Tie Up Links AI Factory Buildouts To Valuation Debate
• Positive Sentiment: Analysts and commentators highlight Vertiv as a core “pick‑and‑shovel” supplier to AI and data‑center expansion — noting a large backlog (~$15B cited in coverage), strong 2026 sales guidance and expanding margins that underpin medium‑term earnings growth. Vertiv: Remains A Fantastic Pick And Shovel AI Play
• Positive Sentiment: Momentum trade: coverage notes the stock’s strong YTD performance and continued upside from momentum traders and some Wall Street strategists, which can amplify rallies as institutional interest grows. Vertiv Stock Just Spiked Higher. Wall Street Pros Say It’s Not Done
• Positive Sentiment: Industry outlook: sector pieces list Vertiv among IT‑services/infrastructure names benefiting from digitization and higher IT spending, which supports secular demand for cooling and power solutions. 3 IT Services Stocks to Buy Right Now From a Prospering Industry
• Neutral Sentiment: Corporate/operational update: regional hires in New Zealand strengthen local leadership but are unlikely to move the stock materially. Vertiv Bolsters NZ Leadership With Key Auckland Hires
• Neutral Sentiment: Market recaps note recent outperformance versus the broader market, reflecting the factors above rather than new company‑specific news. Vertiv Holdings Co. (VRT) Outperforms Broader Market: What You Need to Know
• Negative Sentiment: Valuation/analyst pushback: after a large rally some analysts have downgraded to “Hold,” saying shares are nearer fair value — a high PE and the stock’s rapid run can limit near‑term upside and increase sensitivity to execution misses. Vertiv: An Upcoming S and P 500 Member, Shares Near Fair Value (Downgrade)

Vertiv Trading Up 1.4%

NYSE VRT opened at $268.34 on Wednesday. The stock has a market cap of $102.67 billion, a PE ratio of 78.69, a PEG ratio of 1.34 and a beta of 2.02. Vertiv Holdings Co. has a 12 month low of $53.60 and a 12 month high of $276.78. The company’s 50-day moving average price is $216.88 and its 200-day moving average price is $182.88. The company has a current ratio of 1.55, a quick ratio of 1.22 and a debt-to-equity ratio of 0.73.

Vertiv (NYSE:VRT) last announced its quarterly earnings data on Wednesday, February 11th. The company reported $1.36 earnings per share for the quarter, beating analysts’ consensus estimates of $1.29 by $0.07. The company had revenue of $2.88 billion during the quarter, compared to analyst estimates of $2.89 billion. Vertiv had a net margin of 13.03% and a return on equity of 49.55%. The firm’s revenue for the quarter was up 22.7% on a year-over-year basis. During the same quarter last year, the business posted $0.99 EPS. 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 research analysts forecast that Vertiv Holdings Co. will post 3.59 earnings per share for the current year.

Vertiv Dividend Announcement

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

Analyst Upgrades and Downgrades

A number of equities analysts have recently commented on the company. JPMorgan Chase & Co. dropped their target price on Vertiv from $230.00 to $225.00 and set an “overweight” rating for the company in a report on Friday, January 16th. Evercore reiterated an “outperform” rating and set a $280.00 price objective on shares of Vertiv in a research report on Wednesday, February 11th. Citigroup raised their target price on shares of Vertiv from $220.00 to $286.00 and gave the stock a “buy” rating in a report on Thursday, February 12th. Weiss Ratings raised shares of Vertiv from a “hold (c+)” rating to a “buy (b-)” rating in a research note on Friday, February 13th. Finally, Morgan Stanley reiterated an “overweight” rating and set a $285.00 price target on shares of Vertiv in a report on Friday, February 13th. One research analyst has rated the stock with a Strong Buy rating, nineteen have assigned a Buy rating, two have given a Hold rating and one has given a Sell rating to the stock. According to MarketBeat.com, Vertiv has an average rating of “Moderate Buy” and a consensus target price of $230.28.

Insider Buying and Selling at Vertiv

In other Vertiv news, Director Roger Fradin sold 101,666 shares of the company’s stock in a transaction on Friday, February 27th. The stock was sold at an average price of $252.13, for a total value of $25,633,048.58. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this link. Also, Chairman David M. Cote sold 40,000 shares of the stock in a transaction on Thursday, February 26th. The stock was sold at an average price of $255.29, for a total value of $10,211,600.00. Following the transaction, the chairman directly owned 22,258 shares in the company, valued at $5,682,244.82. The trade was a 64.25% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 489,761 shares of company stock worth $123,356,815 over the last quarter. Insiders own 5.01% of the company’s stock.

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.