OLD National Bancorp IN Has $7.91 Million Position in Vertiv Holdings Co. $VRT

OLD National Bancorp IN boosted its holdings in Vertiv Holdings Co. (NYSE:VRT) by 20.5% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 48,808 shares of the company’s stock after buying an additional 8,316 shares during the period. OLD National Bancorp IN’s holdings in Vertiv were worth $7,907,000 as of its most recent SEC filing.

Several other large investors have also bought and sold shares of VRT. Schroder Investment Management Group lifted its holdings in 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 buying an additional 1,091,210 shares during the period. Federated Hermes Inc. lifted its holdings in Vertiv by 934.8% in the third quarter. Federated Hermes Inc. now owns 1,098,150 shares of the company’s stock valued at $165,667,000 after buying an additional 992,031 shares during the period. Ameriprise Financial Inc. lifted its holdings in Vertiv by 49.5% in the second quarter. Ameriprise Financial Inc. now owns 2,811,114 shares of the company’s stock valued at $361,033,000 after buying an additional 930,158 shares during the period. Qube Research & Technologies Ltd acquired a new position in Vertiv in the third quarter valued at approximately $125,331,000. Finally, Vanguard Group Inc. lifted its holdings in 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 buying an additional 826,281 shares during the period. 89.92% of the stock is currently owned by institutional investors and hedge funds.

Analysts Set New Price Targets

Several equities research analysts have commented on VRT shares. The Goldman Sachs Group upped their target price on shares of Vertiv from $277.00 to $311.00 and gave the company a “buy” rating in a research note on Tuesday, April 14th. Deutsche Bank Aktiengesellschaft reaffirmed a “buy” rating and issued a $281.00 target price on shares of Vertiv in a research note on Thursday, February 12th. Mizuho upped their target price on shares of Vertiv from $198.00 to $290.00 and gave the company an “outperform” rating in a research note on Thursday, February 12th. Citigroup upped their target price on shares of Vertiv from $340.00 to $353.00 and gave the company a “buy” rating in a research note on Thursday. Finally, BNP Paribas Exane started coverage on shares of Vertiv in a research note on Tuesday, April 14th. They issued an “outperform” rating and a $345.00 target price for the company. Twenty-one research analysts have rated the stock with a Buy rating, four have given a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat.com, Vertiv has an average rating of “Moderate Buy” and a consensus target price of $272.43.

Insiders Place Their Bets

In related news, Director Roger Fradin sold 101,667 shares of the firm’s stock in a transaction on Thursday, February 26th. The shares were sold at an average price of $253.42, for a total value of $25,764,451.14. Following the completion of the transaction, the director owned 40,000 shares of the company’s stock, valued at approximately $10,136,800. This trade represents a 71.76% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, Director Jan Van Dokkum sold 38,647 shares of the firm’s stock in a transaction on Thursday, February 26th. The shares were 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 directly owned 25,000 shares of the company’s stock, valued at approximately $6,371,750. This trade represents a 60.72% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 489,761 shares of company stock valued at $123,356,815 in the last quarter. Company insiders own 2.63% of the company’s stock.

Key Stories Impacting Vertiv

Here are the key news stories impacting Vertiv this week:

• Positive Sentiment: Q1 beat and guidance raise — Vertiv reported Q1 adjusted EPS of $1.17 (well above consensus) and revenue of $2.65B, with improving margins and strong cash flow; management raised FY‑2026 EPS and set a solid FY revenue range, supporting the bullish move. Vertiv Raises Outlook After Strong Q1 as Margins Improve, UBS Says
• Positive Sentiment: Strong underlying metrics — operating profit, adjusted operating margin and free‑cash‑flow all improved materially year‑over‑year, driven by data‑center power demand and higher pricing power. Vertiv Reports Strong First Quarter with Diluted EPS Growth of 136%
• Positive Sentiment: Analyst upgrade — Morgan Stanley bumped its price target to $350 and kept an overweight stance, reinforcing buy-side momentum after the quarter. Benzinga
• Neutral Sentiment: Wall‑street commentary and coverage — several outlets and broker notes (RBC, Zacks, Seeking Alpha analyses) highlight Vertiv’s long‑term AI/data‑center growth opportunity while also flagging elevated valuation after a large run-up. Vertiv Q1 Earnings Beat Estimates, Net Sales Rise Y/Y, Shares Rise
• Negative Sentiment: Near‑term revenue guide slightly soft — Q2 revenue midpoint was issued a bit below some analyst estimates, which could temper upside in the next quarter if regional headwinds persist. VRT Q1 Deep Dive: Data Center Demand Drives Growth, Guidance Faces Near-Term Challenges
• Negative Sentiment: Market concerns about regional softness and valuation — reports note EMEA weakness and commentary about “peak growth/peak valuation” after the stock’s rapid gains; some traders increased put buying into the print. Vertiv: Mounting Worries Of Peak Growth And Peak Valuation

Vertiv Stock Up 5.4%

Shares of VRT stock opened at $321.60 on Friday. The firm has a fifty day moving average of $266.67 and a 200-day moving average of $208.41. The company has a quick ratio of 1.22, a current ratio of 1.55 and a debt-to-equity ratio of 0.73. Vertiv Holdings Co. has a 12-month low of $80.00 and a 12-month high of $325.25. The company has a market capitalization of $123.04 billion, a price-to-earnings ratio of 80.80, a P/E/G ratio of 1.49 and a beta of 2.04.

Vertiv (NYSE:VRT) last released its earnings results on Wednesday, April 22nd. The company reported $1.17 earnings per share for the quarter, beating analysts’ consensus estimates of $1.00 by $0.17. The business had revenue of $2.65 billion during the quarter, compared to the consensus estimate of $2.63 billion. Vertiv had a net margin of 14.37% and a return on equity of 52.45%. The firm’s revenue for the quarter was up 30.1% compared to the same quarter last year. During the same quarter last year, the firm earned $0.64 earnings per share. Vertiv has set its Q2 2026 guidance at 1.370-1.430 EPS and its FY 2026 guidance at 6.300-6.400 EPS. As a group, equities research analysts predict that Vertiv Holdings Co. will post 6.35 earnings per share for the current fiscal year.

Vertiv Announces Dividend

The firm also recently announced a quarterly dividend, which was paid on Thursday, March 26th. Investors 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 7.33%.

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.