J. Safra Sarasin Holding AG Has $1.61 Million Stock Holdings in Vertiv Holdings Co. $VRT

J. Safra Sarasin Holding AG reduced its holdings in Vertiv Holdings Co. (NYSE:VRT) by 66.1% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 9,965 shares of the company’s stock after selling 19,410 shares during the period. J. Safra Sarasin Holding AG’s holdings in Vertiv were worth $1,614,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds also recently made changes to their positions in the company. Vanguard Group Inc. raised its position in shares of Vertiv by 2.2% in the third quarter. Vanguard Group Inc. now owns 38,833,036 shares of the company’s stock valued at $5,858,352,000 after purchasing an additional 826,281 shares during the period. State Street Corp lifted its position in Vertiv by 2.3% during the third quarter. State Street Corp now owns 8,459,323 shares of the company’s stock worth $1,276,173,000 after purchasing an additional 189,484 shares during the period. Invesco Ltd. lifted its holdings in shares of Vertiv by 20.9% during the 2nd 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 period. Winslow Capital Management LLC acquired a new stake in shares of Vertiv in the 2nd quarter valued at $459,284,000. Finally, American Century Companies Inc. boosted its stake in Vertiv by 16.7% in the third quarter. American Century Companies Inc. now owns 3,431,760 shares of the company’s stock valued at $517,715,000 after buying an additional 491,349 shares in the last quarter. Institutional investors own 89.92% of the company’s stock.

Vertiv Price Performance

Shares of Vertiv stock opened at $250.53 on Wednesday. The company has a debt-to-equity ratio of 0.73, a quick ratio of 1.22 and a current ratio of 1.55. Vertiv Holdings Co. has a 52-week low of $53.60 and a 52-week high of $282.05. The company has a fifty day moving average of $234.30 and a 200-day moving average of $192.04. The stock has a market capitalization of $95.85 billion, a price-to-earnings ratio of 73.47, a price-to-earnings-growth ratio of 1.18 and a beta of 2.02.

Vertiv (NYSE:VRT) last issued its earnings results on Wednesday, February 11th. The company reported $1.36 EPS for the quarter, topping analysts’ consensus estimates of $1.29 by $0.07. Vertiv had a net margin of 13.03% and a return on equity of 49.55%. The company had revenue of $2.88 billion for the quarter, compared to analysts’ expectations of $2.89 billion. During the same quarter last year, the company earned $0.99 EPS. The firm’s revenue was up 22.7% compared to the same quarter last year. 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 expect that Vertiv Holdings Co. will post 3.59 EPS for the current year.

Vertiv Dividend Announcement

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

Insider Activity

In other Vertiv news, Director Jan Van Dokkum sold 38,647 shares of the company’s 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 transaction, the director owned 25,000 shares of the company’s stock, valued at $6,371,750. This represents a 60.72% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at the SEC website. Also, Director Steven Reinemund sold 65,000 shares of the stock in a transaction dated Thursday, February 26th. The stock was sold at an average price of $253.95, for a total transaction of $16,506,750.00. Following the completion of the transaction, the director owned 68,333 shares of the company’s stock, valued at approximately $17,353,165.35. The trade was a 48.75% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last quarter, insiders sold 489,761 shares of company stock valued at $123,356,815. 5.01% of the stock is owned by corporate insiders.

Wall Street Analysts Forecast Growth

Several equities research analysts recently weighed in on VRT shares. JPMorgan Chase & Co. cut their price objective on Vertiv from $230.00 to $225.00 and set an “overweight” rating on the stock in a report on Friday, January 16th. The Goldman Sachs Group boosted their price target on shares of Vertiv from $204.00 to $277.00 and gave the company a “buy” rating in a research note on Thursday, February 12th. HSBC began coverage on Vertiv in a research note on Wednesday, March 25th. They issued a “buy” rating and a $325.00 price objective for the company. Roth Mkm restated a “buy” rating and set a $275.00 price target on shares of Vertiv in a report on Thursday, February 12th. Finally, Mizuho boosted their price objective on Vertiv from $198.00 to $290.00 and gave the stock an “outperform” rating in a research report on Thursday, February 12th. One analyst has rated the stock with a Strong Buy rating, twenty have assigned a Buy rating, three have given a Hold rating and one has given a Sell rating to the company. According to MarketBeat, Vertiv presently has a consensus rating of “Moderate Buy” and a consensus price target of $236.50.

Key Vertiv News

Here are the key news stories impacting Vertiv this week:

• Positive Sentiment: Company announced a ~ $50 million expansion of two Ohio facilities (Ironton and Westerville) to increase production of liquid cooling and chilled‑water systems for AI and high‑density computing, expected to create up to ~730 jobs and strengthen U.S. supply capacity. Vertiv to Expand Ohio Manufacturing (PR Newswire)
• Positive Sentiment: Analyst and media coverage highlights growth momentum—Zacks argues Vertiv is a solid growth stock with above‑average financial expansion, supporting a bullish narrative among growth investors. Is Vertiv a Solid Growth Stock? (Zacks)
• Positive Sentiment: Operational momentum: coverage notes rising orders, a growing backlog and expanding customer base tied to AI/data‑center demand—factors that support revenue visibility. Vertiv Gains From Expanding Client Base (Zacks)
• Positive Sentiment: Product expansion: Vertiv rolled out a new wall‑mount cooling system for edge and small data rooms in EMEA, broadening its thermal portfolio and addressable market. Vertiv Expands Thermal Portfolio (Albawaba)
• Neutral Sentiment: Broader media pieces position Vertiv as a profitable AI‑exposure alternative to cash‑burning data‑center peers—useful context for investors reallocating within the sector but not a company‑specific catalyst. Forget CoreWeave. 3 Profitable AI Stocks (247WallSt)
• Neutral Sentiment: Discussion about the weight of analyst ratings in buy/sell decisions — informative but less likely to move the stock absent further rating changes or material new guidance. Is It Worth Investing in Vertiv Based on Wall Street Views? (Zacks)
• Negative Sentiment: Jefferies downgraded Vertiv from Buy to Hold and cut its price target to $260 from $280, citing lofty expectations; that move reduces near‑term analyst-driven upside and likely pressured some risk‑sensitive holders. Vertiv Downgraded as Wall Street Cites Too Lofty Expectations (247WallSt)

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.