Compagnie Lombard Odier SCmA Trims Stake in Vertiv Holdings Co. $VRT

Compagnie Lombard Odier SCmA cut its holdings in Vertiv Holdings Co. (NYSE:VRT) by 72.0% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 1,350 shares of the company’s stock after selling 3,480 shares during the period. Compagnie Lombard Odier SCmA’s holdings in Vertiv were worth $219,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also modified their holdings of the company. Financial Management Professionals Inc. increased its stake in shares of Vertiv by 1,560.0% in the 3rd quarter. Financial Management Professionals Inc. now owns 166 shares of the company’s stock worth $25,000 after purchasing an additional 156 shares in the last quarter. Promus Capital LLC purchased a new position in Vertiv during the second quarter valued at $26,000. Pacer Advisors Inc. lifted its position in Vertiv by 67.6% during the third quarter. Pacer Advisors Inc. now owns 171 shares of the company’s stock valued at $26,000 after purchasing an additional 69 shares in the last quarter. True Wealth Design LLC grew its holdings in Vertiv by 54.0% during the third quarter. True Wealth Design LLC now owns 194 shares of the company’s stock valued at $29,000 after purchasing an additional 68 shares during the period. Finally, Park Place Capital Corp grew its holdings in Vertiv by 624.0% during the fourth quarter. Park Place Capital Corp now owns 181 shares of the company’s stock valued at $29,000 after purchasing an additional 156 shares during the period. Hedge funds and other institutional investors own 89.92% of the company’s stock.

Vertiv Price Performance

Shares of Vertiv stock opened at $261.22 on Friday. The company has a market capitalization of $99.94 billion, a price-to-earnings ratio of 76.60, a PEG ratio of 1.31 and a beta of 2.04. The company has a quick ratio of 1.22, a current ratio of 1.55 and a debt-to-equity ratio of 0.73. The stock’s 50-day simple moving average is $237.47 and its 200-day simple moving average is $192.99. Vertiv Holdings Co. has a 52 week low of $53.60 and a 52 week high of $282.05.

Vertiv (NYSE:VRT) last released its earnings results on Wednesday, February 11th. The company reported $1.36 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.29 by $0.07. The firm had revenue of $2.88 billion during the quarter, compared to analysts’ expectations of $2.89 billion. Vertiv had a return on equity of 49.55% and a net margin of 13.03%.The firm’s revenue was up 22.7% on a year-over-year basis. During the same quarter last year, the business posted $0.99 earnings per share. Vertiv has set its Q1 2026 guidance at 0.950-1.010 EPS and its FY 2026 guidance at 5.970-6.070 EPS. As a group, analysts expect that Vertiv Holdings Co. will post 3.59 earnings per share for the current fiscal year.

Vertiv Announces Dividend

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

Wall Street Analysts Forecast Growth

VRT has been the topic of several recent research reports. Oppenheimer reaffirmed an “outperform” rating and issued a $270.00 price objective on shares of Vertiv in a research note on Thursday, February 12th. Royal Bank Of Canada increased their target price on shares of Vertiv from $200.00 to $266.00 and gave the stock an “outperform” rating in a report on Thursday, February 12th. Wolfe Research cut shares of Vertiv from an “outperform” rating to a “peer perform” rating in a research note on Tuesday, December 9th. Roth Mkm reaffirmed a “buy” rating and set a $275.00 price target on shares of Vertiv in a report on Thursday, February 12th. Finally, Jefferies Financial Group reiterated a “hold” rating and issued a $260.00 price target (down from $280.00) on shares of Vertiv in a research report on Tuesday. One research analyst has rated the stock with a Strong Buy rating, twenty have assigned a Buy rating, three have assigned a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat, the company has an average rating of “Moderate Buy” and a consensus target price of $237.45.

Insider Activity

In other news, Director Jan Van Dokkum sold 38,647 shares of the business’s stock in a transaction on Thursday, February 26th. The shares were sold at an average price of $254.87, for a total value of $9,849,960.89. Following the transaction, the director owned 25,000 shares of the company’s stock, valued at approximately $6,371,750. The trade was a 60.72% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, Director Roger Fradin sold 101,666 shares of the firm’s stock in a transaction on Friday, February 27th. The shares were sold at an average price of $252.13, for a total transaction of $25,633,048.58. Additional details regarding this sale are available in the official SEC disclosure. Over the last 90 days, insiders have sold 489,761 shares of company stock valued at $123,356,815. Company insiders own 2.63% of the company’s stock.

Vertiv News Roundup

Here are the key news stories impacting Vertiv this week:

• Positive Sentiment: Vertiv announced ~ $50 million to expand manufacturing in Ironton, Ohio, and enlarge its global HQ in Westerville — a move that increases capacity for cooling and other critical digital‑infrastructure products and strengthens its edge/data‑center supply footprint. Read More.
• Positive Sentiment: Barclays raised its price target to $300 and kept an “overweight” rating, signaling analyst confidence and implying meaningful upside versus recent levels. This can support investor sentiment and buying interest. Read More.
• Positive Sentiment: Analyst writeups (Zacks) highlight AI‑driven demand, rising orders, capacity expansion and strategic partnerships as reasons Vertiv has surged year‑to‑date and could continue to outpace estimates. These thematic tailwinds support revenue and margin outlooks. Read More.
• Positive Sentiment: Zacks also flags Vertiv’s history of earnings beats and the firm’s mix of orders, margins and guidance as reasons it could beat estimates again — which would be a direct catalyst for the share price. Read More.
• Neutral Sentiment: Several comparative pieces (Fujitsu vs Vertiv) are recycling valuation and competitive context; useful for longer‑term investors but not immediate catalysts. These comparisons may influence relative‑value flows. Read More.
• Neutral Sentiment: Sector/peer writeups (TaskUs vs Vertiv) provide context on business models and multiples but do not present near‑term company‑specific catalysts. Read More.
• Neutral Sentiment: Jefferies issued a “Hold” on VRT — a reminder there are differing views among analysts; this tempers the enthusiasm from upgrades but is not a negative operational signal. Read More.

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.