Cwm LLC grew its position in Vertiv Holdings Co. (NYSE:VRT – Free Report) by 7.1% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 71,967 shares of the company’s stock after purchasing an additional 4,786 shares during the quarter. Cwm LLC’s holdings in Vertiv were worth $11,659,000 at the end of the most recent reporting period.
Other institutional investors and hedge funds have also bought and sold shares of the company. Financial Management Professionals Inc. grew its holdings in Vertiv by 1,560.0% in the third quarter. Financial Management Professionals Inc. now owns 166 shares of the company’s stock worth $25,000 after purchasing an additional 156 shares during the last quarter. Pacer Advisors Inc. grew its holdings in Vertiv by 67.6% in the third quarter. Pacer Advisors Inc. now owns 171 shares of the company’s stock worth $26,000 after purchasing an additional 69 shares during the last quarter. Park Place Capital Corp grew its holdings in Vertiv by 624.0% in the fourth quarter. Park Place Capital Corp now owns 181 shares of the company’s stock worth $29,000 after purchasing an additional 156 shares during the last quarter. True Wealth Design LLC grew its holdings in Vertiv by 54.0% in the third quarter. True Wealth Design LLC now owns 194 shares of the company’s stock worth $29,000 after purchasing an additional 68 shares during the last quarter. Finally, Quent Capital LLC purchased a new position in Vertiv in the third quarter worth $30,000. 89.92% of the stock is owned by hedge funds and other institutional investors.
Vertiv News Roundup
Here are the key news stories impacting Vertiv this week:
- Positive Sentiment: Vertiv announced the acquisition of BMarko Structures to accelerate delivery of heavy‑duty frames for AI/data‑center builds; market commentary says the deal directly targets booming AI infrastructure demand. Vertiv Holdings (VRT) Announces the Acquisition of BMarko Structures, Street Turns Bullish
- Positive Sentiment: Company is investing about $50M to expand Ohio manufacturing and HQ capacity (liquid cooling and chilled‑water systems), boosting AI‑grade product output by ~45% and supporting faster delivery to data‑center customers. Vertiv’s Ohio Capacity Expansion for AI Data Centers Could Be A Game Changer For Vertiv (VRT)
- Positive Sentiment: Analyst coverage was initiated at BNP Paribas Exane and a separate note raised the near‑term price target to $311, lending institutional validation to the AI‑driven growth story. Vertiv (NYSE:VRT) Research Coverage Started at BNP Paribas Exane
- Positive Sentiment: Price target upgrade coverage (raises to $311) reinforces the bullish view and helps justify the stock’s rally. Vertiv (NYSE:VRT) Price Target Raised to $311.00
- Positive Sentiment: Broker/independent coverage and previews are positive: Seeking Alpha previews Q1 as confirming Vertiv’s role as an “AI enabler” (large backlog, capacity expansion, margin targets) and Zacks included VRT among recommended buy‑and‑hold names ahead of earnings. Vertiv Q1 Earnings Preview – Why This AI Enabler Remains A Buy
- Positive Sentiment: Coverage in retail/financial media (Kalkine, Zacks) highlights accelerating data‑center demand as a core growth driver — reinforcing investor interest. Is Vertiv Stock Climbing on Surging Data Center Demand?
- Neutral Sentiment: Search and attention metrics show elevated retail/institutional interest (Zacks/Yahoo summaries), which can amplify intraday moves but is not inherently directional. Investors Heavily Search Vertiv Holdings Co. (VRT): Here is What You Need to Know
Vertiv Price Performance
Vertiv (NYSE:VRT – Get Free Report) last posted its quarterly earnings results 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 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 analyst estimates of $2.89 billion. During the same period in the prior year, the company earned $0.99 earnings per share. The firm’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. Research analysts expect that Vertiv Holdings Co. will post 3.59 EPS for the current year.
Vertiv Announces Dividend
The firm also recently declared a quarterly dividend, which was paid on Thursday, March 26th. Shareholders of record on Tuesday, March 17th were issued a $0.0625 dividend. This represents a $0.25 annualized dividend and a yield of 0.1%. The ex-dividend date of this dividend was Tuesday, March 17th. Vertiv’s dividend payout ratio is presently 7.33%.
Insider Buying and Selling
In other news, EVP Anders Karlborg sold 30,487 shares of the stock in a transaction dated Thursday, February 26th. The shares were sold at an average price of $246.92, for a total transaction of $7,527,850.04. Following the sale, the executive vice president directly owned 34,746 shares of the company’s stock, valued at $8,579,482.32. This represents a 46.74% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through this link. Also, Director Edward L. Monser sold 77,294 shares of the stock in a transaction dated 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 sale, the director directly owned 16,500 shares in the company, 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 489,761 shares of company stock valued at $123,356,815 in the last 90 days. 2.63% of the stock is currently owned by insiders.
Wall Street Analysts Forecast Growth
Several equities analysts have issued reports on VRT shares. Wall Street Zen lowered shares of Vertiv from a “strong-buy” rating to a “buy” rating in a report on Saturday, March 14th. HSBC began coverage on shares of Vertiv in a report on Wednesday, March 25th. They set a “buy” rating and a $325.00 price objective on the stock. Deutsche Bank Aktiengesellschaft reissued a “buy” rating and set a $281.00 price objective on shares of Vertiv in a report on Thursday, February 12th. The Goldman Sachs Group boosted their price objective on shares of Vertiv from $277.00 to $311.00 and gave the company a “buy” rating in a report on Tuesday, April 14th. Finally, Citigroup boosted their price objective on shares of Vertiv from $286.00 to $340.00 and gave the company a “buy” rating in a report on Monday, April 13th. Twenty-one analysts have rated the stock with a Buy rating, four have given a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $249.62.
View Our Latest Stock Analysis on Vertiv
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.
See Also
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