CIBC Private Wealth Group LLC Increases Stake in Vertiv Holdings Co. $VRT

CIBC Private Wealth Group LLC increased its position in shares of Vertiv Holdings Co. (NYSE:VRT) by 64.1% during the third quarter, according to its most recent Form 13F filing with the SEC. The firm owned 364,756 shares of the company’s stock after buying an additional 142,518 shares during the period. CIBC Private Wealth Group LLC owned about 0.10% of Vertiv worth $55,027,000 at the end of the most recent reporting period.

Other hedge funds have also recently added to or reduced their stakes in the company. Watts Gwilliam & Co. LLC lifted its stake in Vertiv by 0.4% in the third quarter. Watts Gwilliam & Co. LLC now owns 23,228 shares of the company’s stock worth $3,504,000 after acquiring an additional 100 shares during the last quarter. CIBC Bancorp USA Inc. purchased a new stake in shares of Vertiv in the 3rd quarter valued at approximately $1,958,000. Caerus Investment Advisors LLC purchased a new stake in shares of Vertiv in the 3rd quarter valued at approximately $309,000. Faithward Advisors LLC acquired a new stake in shares of Vertiv in the 3rd quarter valued at $4,551,000. Finally, Coldstream Capital Management Inc. raised its holdings in shares of Vertiv by 30.8% in the 3rd quarter. Coldstream Capital Management Inc. now owns 9,832 shares of the company’s stock valued at $1,483,000 after purchasing an additional 2,315 shares in the last quarter. Institutional investors and hedge funds own 89.92% of the company’s stock.

Vertiv Stock Performance

NYSE VRT opened at $265.55 on Thursday. The firm has a market cap of $101.60 billion, a P/E ratio of 77.87, a P/E/G ratio of 1.35 and a beta of 2.02. Vertiv Holdings Co. has a 52-week low of $53.60 and a 52-week high of $276.78. The business’s 50-day moving average price is $218.76 and its 200 day moving average price is $183.46. 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 (NYSE:VRT) last posted its quarterly earnings data on Wednesday, February 11th. The company reported $1.36 earnings per share for the quarter, topping analysts’ consensus estimates of $1.29 by $0.07. Vertiv had a return on equity of 49.55% and a net margin of 13.03%.The company had revenue of $2.88 billion during the quarter, compared to analysts’ expectations of $2.89 billion. During the same period last year, the firm earned $0.99 EPS. The firm’s revenue for the quarter 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. On average, equities research analysts expect that Vertiv Holdings Co. will post 3.59 earnings per share for the current year.

Vertiv Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Thursday, March 26th. Investors of record on Tuesday, March 17th will be issued a dividend of $0.0625 per share. The ex-dividend date of this dividend is Tuesday, March 17th. This represents a $0.25 annualized dividend and a dividend yield of 0.1%. Vertiv’s dividend payout ratio (DPR) is currently 7.33%.

Analyst Upgrades and Downgrades

A number of equities analysts recently commented on VRT shares. Oppenheimer reiterated an “outperform” rating and set a $270.00 target price on shares of Vertiv in a research note on Thursday, February 12th. Wolfe Research cut Vertiv from an “outperform” rating to a “peer perform” rating in a research note on Tuesday, December 9th. TD Cowen reaffirmed a “buy” rating on shares of Vertiv in a report on Thursday, February 12th. Deutsche Bank Aktiengesellschaft reaffirmed a “buy” rating and set a $281.00 price objective on shares of Vertiv in a research report on Thursday, February 12th. Finally, Citigroup raised their target price on Vertiv from $220.00 to $286.00 and gave the stock a “buy” rating in a research report on Thursday, February 12th. One analyst has rated the stock with a Strong Buy rating, nineteen have given a Buy rating, two have assigned a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average price target of $230.28.

Insider Transactions at Vertiv

In other 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 sale, the director owned 40,000 shares in the company, valued at approximately $10,136,800. This trade represents a 71.76% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, Director Steven Reinemund sold 65,000 shares of the firm’s stock in a transaction on 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 sale, the director owned 68,333 shares of the company’s stock, valued at $17,353,165.35. This trade represents a 48.75% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 489,761 shares of company stock worth $123,356,815 over the last quarter. 2.63% of the stock is currently owned by corporate insiders.

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.