Oak Ridge Investments LLC Grows Position in Vertiv Holdings Co. $VRT

Oak Ridge Investments LLC lifted its holdings in shares of Vertiv Holdings Co. (NYSE:VRT) by 10.1% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 46,562 shares of the company’s stock after purchasing an additional 4,272 shares during the quarter. Oak Ridge Investments LLC’s holdings in Vertiv were worth $7,544,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other hedge funds have also modified their holdings of the business. Howard Capital Management Inc. grew its holdings in shares of Vertiv by 3.0% during the 3rd quarter. Howard Capital Management Inc. now owns 1,837 shares of the company’s stock worth $277,000 after purchasing an additional 54 shares during the period. Investors Asset Management of Georgia Inc. GA ADV boosted its holdings in Vertiv by 1.9% during the 3rd quarter. Investors Asset Management of Georgia Inc. GA ADV now owns 3,020 shares of the company’s stock valued at $456,000 after acquiring an additional 55 shares during the period. Balance Wealth LLC boosted its holdings in Vertiv by 2.8% during the 4th quarter. Balance Wealth LLC now owns 2,089 shares of the company’s stock valued at $338,000 after acquiring an additional 57 shares during the period. Ancora Advisors LLC boosted its holdings in Vertiv by 0.4% during the 3rd quarter. Ancora Advisors LLC now owns 15,923 shares of the company’s stock valued at $2,402,000 after acquiring an additional 64 shares during the period. Finally, JBR Co Financial Management Inc boosted its holdings in Vertiv by 0.8% during the 3rd quarter. JBR Co Financial Management Inc now owns 7,825 shares of the company’s stock valued at $1,180,000 after acquiring an additional 65 shares during the period. 89.92% of the stock is currently owned by hedge funds and other institutional investors.

Vertiv Price Performance

VRT stock opened at $299.99 on Tuesday. The company has a debt-to-equity ratio of 0.73, a current ratio of 1.55 and a quick ratio of 1.22. The firm has a market capitalization of $114.78 billion, a P/E ratio of 87.97, a P/E/G ratio of 1.49 and a beta of 2.04. The business’s 50-day moving average is $250.01 and its two-hundred day moving average is $200.43. Vertiv Holdings Co. has a 1 year low of $65.93 and a 1 year high of $300.68.

Vertiv (NYSE:VRT) last posted its quarterly earnings results on Wednesday, February 11th. The company reported $1.36 earnings per share (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 analyst estimates of $2.89 billion. Vertiv had a return on equity of 49.55% and a net margin of 13.03%.Vertiv’s revenue for the quarter was up 22.7% compared to the same quarter last year. During the same quarter last year, the company earned $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. Analysts anticipate that Vertiv Holdings Co. will post 3.59 earnings per share for the current fiscal year.

Vertiv Dividend Announcement

The business also recently declared a quarterly dividend, which was paid on Thursday, March 26th. Shareholders of record on Tuesday, March 17th were given a $0.0625 dividend. The ex-dividend date of this dividend was Tuesday, March 17th. This represents a $0.25 dividend on an annualized basis and a yield of 0.1%. Vertiv’s dividend payout ratio (DPR) is currently 7.33%.

Insider Buying and Selling

In other Vertiv news, Director Roger Fradin sold 101,666 shares of the stock in a transaction dated Friday, February 27th. The stock was sold at an average price of $252.13, for a total value of $25,633,048.58. The transaction was disclosed in a document filed with the SEC, which is available at this link. Also, 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 value of $7,527,850.04. Following the sale, the executive vice president directly owned 34,746 shares in the company, valued at $8,579,482.32. This trade represents a 46.74% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold 489,761 shares of company stock worth $123,356,815 over the last ninety days. Company insiders own 2.63% of the company’s stock.

Analyst Upgrades and Downgrades

A number of equities analysts recently commented on the company. TD Cowen restated a “buy” rating on shares of Vertiv in a report on Thursday, February 12th. JPMorgan Chase & Co. lowered 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. Barclays raised their target price on Vertiv from $281.00 to $300.00 and gave the company an “overweight” rating in a report on Wednesday, April 1st. HSBC assumed coverage on Vertiv in a report on Wednesday, March 25th. They set a “buy” rating and a $325.00 target price for the company. Finally, Citigroup raised their target price on Vertiv from $286.00 to $340.00 and gave the company a “buy” rating in a report on Monday. One investment analyst has rated the stock with a Strong Buy rating, twenty-one have assigned a Buy rating, three have issued a Hold rating and one has given a Sell rating to the company’s stock. According to MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $240.15.

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.