New York Life Investment Management LLC Purchases New Shares in Vertiv Holdings Co. $VRT

New York Life Investment Management LLC purchased a new stake in shares of Vertiv Holdings Co. (NYSE:VRT) during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor purchased 2,325 shares of the company’s stock, valued at approximately $377,000.

A number of other hedge funds also recently bought and sold shares of VRT. Empowered Funds LLC raised its position in Vertiv by 25.9% during the first quarter. Empowered Funds LLC now owns 11,557 shares of the company’s stock valued at $834,000 after purchasing an additional 2,377 shares during the period. Sivia Capital Partners LLC purchased a new stake in Vertiv during the second quarter valued at approximately $567,000. Cary Street Partners Financial LLC raised its stake in shares of Vertiv by 19.8% in the second quarter. Cary Street Partners Financial LLC now owns 1,390 shares of the company’s stock valued at $178,000 after acquiring an additional 230 shares during the period. Bank of Nova Scotia raised its stake in shares of Vertiv by 49.7% in the second quarter. Bank of Nova Scotia now owns 29,239 shares of the company’s stock valued at $3,755,000 after acquiring an additional 9,712 shares during the period. Finally, Ossiam purchased a new stake in shares of Vertiv in the second quarter valued at $50,000. Hedge funds and other institutional investors own 89.92% of the company’s stock.

Vertiv Trading Down 2.2%

VRT stock opened at $315.44 on Thursday. The company has a market capitalization of $121.16 billion, a PE ratio of 79.26, a P/E/G ratio of 1.38 and a beta of 2.09. Vertiv Holdings Co. has a 12 month low of $101.00 and a 12 month high of $379.93. The firm’s 50-day moving average is $298.08 and its 200 day moving average is $228.35. The company has a debt-to-equity ratio of 0.69, a current ratio of 1.49 and a quick ratio of 1.15.

Vertiv (NYSE:VRT) last posted its quarterly earnings results on Wednesday, April 22nd. The company reported $1.17 EPS for the quarter, topping the consensus estimate of $1.00 by $0.17. The company had revenue of $2.65 billion for 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 49.90%. The firm’s revenue was up 30.1% compared to the same quarter last year. During the same quarter last year, the firm posted $0.64 EPS. Vertiv has set its Q2 2026 guidance at 1.370-1.430 EPS and its FY 2026 guidance at 6.300-6.400 EPS. On average, research analysts anticipate that Vertiv Holdings Co. will post 6.42 EPS for the current year.

Vertiv Dividend Announcement

The company also recently disclosed a quarterly dividend, which was paid on Thursday, March 26th. Shareholders of record on Tuesday, March 17th were issued a dividend of $0.0625 per share. This represents a $0.25 annualized dividend and a yield of 0.1%. The ex-dividend date was Tuesday, March 17th. Vertiv’s dividend payout ratio (DPR) is presently 6.28%.

Wall Street Analysts Forecast Growth

Several equities research analysts have recently weighed in on VRT shares. Loop Capital started coverage on shares of Vertiv in a research note on Thursday, May 14th. They issued a “buy” rating and a $500.00 target price on the stock. Zacks Research downgraded shares of Vertiv from a “strong-buy” rating to a “hold” rating in a research note on Monday, April 13th. Bank of America increased their price target on Vertiv from $370.00 to $440.00 and gave the stock a “buy” rating in a report on Friday, May 15th. Deutsche Bank Aktiengesellschaft reiterated a “buy” rating and issued a $281.00 price target on shares of Vertiv in a report on Thursday, February 12th. Finally, Oppenheimer reiterated an “outperform” rating and issued a $330.00 price target on shares of Vertiv in a report on Thursday, April 23rd. Twenty-two investment analysts have rated the stock with a Buy rating, four have issued a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and an average target price of $316.27.

Key Headlines Impacting Vertiv

Here are the key news stories impacting Vertiv this week:

• Positive Sentiment: Vertiv remains a favored AI infrastructure name as multiple articles highlighted its role in powering and cooling next-generation data centers, which supports the long-term growth story for VRT. How Vertiv (VRT) Is Expanding Its Role in AI Data Center Power and Cooling
• Positive Sentiment: Commentary from Jim Cramer pointed to Vertiv’s strong run, reinforcing momentum interest in the stock and keeping attention on its AI-cooling exposure. Jim Cramer Highlights Vertiv’s Huge Run
• Positive Sentiment: Several pieces labeled Vertiv a top momentum stock and a long-term beneficiary of the AI infrastructure boom, suggesting continued institutional and retail enthusiasm for the name. Why Vertiv Holdings Co. (VRT) is a top momentum stock for the long term
• Positive Sentiment: Analyst-style commentary emphasized that AI infrastructure spending is accelerating and that Vertiv is positioned to benefit from the need for power, cooling, and modular data center solutions. Checking in On Red Hot AI Infrastructure Stocks
• Neutral Sentiment: Vertiv hosted an investor conference, which can help management reinforce the company’s AI and data center strategy, but no new financial guidance was provided in the headline announcement. Vertiv Hosts Investor Conference
• Neutral Sentiment: Some coverage focused on an underweight position in Vertiv hurting a fund’s performance, underscoring how crowded the AI trade has become rather than signaling a specific new catalyst for VRT. Underweight in Vertiv Holdings Co (VRT) Hurt Fidelity Growth Strategies Fund’s Performance in Q1

Insider Activity at Vertiv

In other Vertiv news, 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 transaction, the director directly owned 68,333 shares in the company, valued at $17,353,165.35. This trade represents a 48.75% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through the SEC website. Also, Chairman David M. Cote sold 40,000 shares of the firm’s stock in a transaction dated Thursday, February 26th. The shares were sold at an average price of $255.29, for a total transaction of $10,211,600.00. Following the transaction, the chairman directly owned 22,258 shares in the company, valued at $5,682,244.82. This trade represents a 64.25% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold a total of 489,761 shares of company stock worth $123,356,815 over the last three months. Corporate insiders own 1.10% of the company’s stock.

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.