Pinkerton Wealth LLC Makes New $938,000 Investment in Vertiv Holdings Co. $VRT

Posted by Brenda Bartman on May 21st, 2026

Pinkerton Wealth LLC bought a new position in shares of Vertiv Holdings Co. (NYSE:VRT – Free Report) in the fourth quarter, Holdings Channel reports. The firm bought 5,790 shares of the company’s stock, valued at approximately $938,000.

Other institutional investors have also recently bought and sold shares of the company. Park Place Capital Corp grew its holdings in Vertiv by 624.0% during the 4th quarter. Park Place Capital Corp now owns 181 shares of the company’s stock worth $29,000 after acquiring an additional 156 shares during the period. Kohmann Bosshard Financial Services LLC acquired a new stake in Vertiv during the 4th quarter worth $29,000. Cullen Frost Bankers Inc. grew its holdings in Vertiv by 98.9% during the 4th quarter. Cullen Frost Bankers Inc. now owns 187 shares of the company’s stock worth $30,000 after acquiring an additional 93 shares during the period. Measured Wealth Private Client Group LLC acquired a new stake in Vertiv during the 3rd quarter worth $30,000. Finally, Foster Dykema Cabot & Partners LLC bought a new position in shares of Vertiv during the third quarter worth $31,000. Institutional investors and hedge funds own 89.92% of the company’s stock.

Analyst Ratings Changes

A number of brokerages have recently weighed in on VRT. Oppenheimer reissued an “outperform” rating and set a $330.00 price target on shares of Vertiv in a research report on Thursday, April 23rd. TD Cowen lifted their price target on shares of Vertiv from $347.00 to $387.00 and gave the stock a “buy” rating in a research report on Wednesday. Weiss Ratings cut shares of Vertiv from a “buy (b)” rating to a “buy (b-)” rating in a research report on Friday, April 24th. Loop Capital began coverage on shares of Vertiv in a research report on Thursday, May 14th. They set a “buy” rating and a $500.00 price target on the stock. Finally, Barclays lifted their price target on shares of Vertiv from $345.00 to $412.00 and gave the stock an “overweight” rating in a research report on Friday, May 15th. Twenty-two investment analysts have rated the stock with a Buy rating, four have assigned a Hold rating and one has given a Sell rating to the company. According to MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus target price of $316.27.

View Our Latest Report on Vertiv

More Vertiv News

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

In other Vertiv news, Director Roger Fradin sold 101,666 shares of the business’s stock in a transaction dated Friday, February 27th. The shares were sold at an average price of $252.13, for a total transaction of $25,633,048.58. The sale was disclosed in a legal filing with the SEC, which is available through the SEC website. Also, Chairman David M. Cote sold 40,000 shares of the business’s stock in a transaction dated Thursday, February 26th. The stock was sold at an average price of $255.29, for a total transaction of $10,211,600.00. Following the sale, 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 ownership of the stock. The SEC filing for this sale provides additional information. Over the last ninety days, insiders sold 489,761 shares of company stock worth $123,356,815. 1.10% of the stock is currently owned by company insiders.

Vertiv Trading Down 2.2%

Shares of NYSE:VRT opened at $315.44 on Thursday. The company’s 50-day moving average price is $298.08 and its two-hundred day moving average price 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 Holdings Co. has a one year low of $101.00 and a one year high of $379.93. The stock has a market capitalization of $121.16 billion, a PE ratio of 79.26, a price-to-earnings-growth ratio of 1.38 and a beta of 2.09.

Vertiv (NYSE:VRT – Get Free Report) last issued 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. Vertiv had a net margin of 14.37% and a return on equity of 49.90%. The firm had revenue of $2.65 billion for the quarter, compared to analysts’ expectations of $2.63 billion. During the same period in the previous year, the firm posted $0.64 EPS. The company’s revenue for the quarter was up 30.1% on a year-over-year basis. 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, equities analysts forecast that Vertiv Holdings Co. will post 6.42 EPS for the current fiscal 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 given a dividend of $0.0625 per share. The ex-dividend date of this dividend was Tuesday, March 17th. This represents a $0.25 annualized dividend and a yield of 0.1%. Vertiv’s payout ratio is 6.28%.

Vertiv Profile

(Free Report)

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.