IFP Advisors Inc Raises Stock Holdings in Vertiv Holdings Co. $VRT

Posted by Geri Gentry on May 22nd, 2026

IFP Advisors Inc lifted its holdings in shares of Vertiv Holdings Co. (NYSE:VRT – Free Report) by 42.6% in the 4th quarter, Holdings Channel reports. The firm owned 20,667 shares of the company’s stock after acquiring an additional 6,177 shares during the period. IFP Advisors Inc’s holdings in Vertiv were worth $3,348,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors also recently modified their holdings of the business. Howard Capital Management Inc. grew its holdings in shares of Vertiv by 3.0% during the third quarter. Howard Capital Management Inc. now owns 1,837 shares of the company’s stock worth $277,000 after purchasing an additional 54 shares in the last quarter. Waterfront Wealth Inc. grew its holdings in shares of Vertiv by 2.5% during the fourth quarter. Waterfront Wealth Inc. now owns 2,253 shares of the company’s stock worth $365,000 after purchasing an additional 56 shares in the last quarter. Balance Wealth LLC grew its holdings in shares of Vertiv by 2.8% during the fourth quarter. Balance Wealth LLC now owns 2,089 shares of the company’s stock worth $338,000 after purchasing an additional 57 shares in the last quarter. Legacy Capital Group California Inc. grew its holdings in shares of Vertiv by 3.2% during the fourth quarter. Legacy Capital Group California Inc. now owns 1,859 shares of the company’s stock worth $301,000 after purchasing an additional 57 shares in the last quarter. Finally, Fairfield Financial Advisors LTD grew its holdings in shares of Vertiv by 2.3% during the fourth quarter. Fairfield Financial Advisors LTD now owns 2,564 shares of the company’s stock worth $415,000 after purchasing an additional 58 shares in the last quarter. Hedge funds and other institutional investors own 89.92% of the company’s stock.

Trending Headlines about Vertiv

Here are the key news stories impacting Vertiv this week:

Positive Sentiment: Vertiv is drawing bullish attention for its expanding role in AI infrastructure, especially power and cooling systems needed for high-density data centers. Recent coverage highlighted its liquid-cooling push after the company acquired Strategic Thermal Labs, which could strengthen its position in a key growth area. Why Vertiv (VRT) Is Expanding Its Liquid-Cooling Bet for AI Infrastructure
Positive Sentiment: Investor conference remarks and transcript coverage emphasized Vertiv’s strategic direction, innovation pipeline, and financial performance, reinforcing confidence that AI-related demand and execution remain strong. Vertiv Holdings Co (VRT) Discusses Strategic Direction, Innovation, and Financial Performance at Investor Conference Transcript
Positive Sentiment: Multiple articles described Vertiv as a top momentum stock and a beneficiary of the AI infrastructure buildout, which suggests investors are still rewarding the company for its exposure to a major spending cycle. Why Vertiv Holdings Co. (VRT) is a top momentum stock for the long term
Neutral Sentiment: Jim Cramer acknowledged Vertiv’s strong quarter and “best backlog” among data center stocks, but also flagged the stock’s high earnings multiple, signaling that valuation may be a debate even as the business outlook stays strong. Jim Cramer on Vertiv: “At 53 Times Earnings, I Gotta Say No Thanks”
Neutral Sentiment: Additional coverage pointed to broader enthusiasm for AI infrastructure stocks, but this was more sector commentary than company-specific news.

Vertiv Price Performance

Shares of Vertiv stock opened at $323.05 on Friday. The company has a quick ratio of 1.15, a current ratio of 1.49 and a debt-to-equity ratio of 0.69. The company has a market cap of $124.09 billion, a PE ratio of 81.17, a P/E/G ratio of 1.35 and a beta of 2.09. The business has a 50 day moving average of $299.15 and a 200 day moving average of $229.27. Vertiv Holdings Co. has a 52 week low of $101.00 and a 52 week high of $379.93.

Vertiv (NYSE:VRT – Get Free Report) last announced its earnings results on Wednesday, April 22nd. The company reported $1.17 EPS for the quarter, beating analysts’ consensus estimates of $1.00 by $0.17. The company had revenue of $2.65 billion during the quarter, compared to the consensus estimate of $2.63 billion. Vertiv had a return on equity of 49.90% and a net margin of 14.37%.The firm’s revenue for the quarter was up 30.1% on a year-over-year basis. During the same quarter in the prior year, the company 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 forecast that Vertiv Holdings Co. will post 6.42 earnings per share for the current 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 issued a dividend of $0.0625 per share. This represents a $0.25 dividend on an annualized basis and a dividend yield of 0.1%. The ex-dividend date was Tuesday, March 17th. Vertiv’s dividend payout ratio is currently 6.28%.

Wall Street Analyst Weigh In

VRT has been the subject of several recent analyst reports. The Goldman Sachs Group boosted their price objective on Vertiv from $277.00 to $311.00 and gave the stock a “buy” rating in a report on Tuesday, April 14th. Zacks Research lowered Vertiv from a “strong-buy” rating to a “hold” rating in a research note on Monday, April 13th. Weiss Ratings lowered Vertiv from a “buy (b)” rating to a “buy (b-)” rating in a research note on Friday, April 24th. Jefferies Financial Group reaffirmed a “hold” rating and issued a $260.00 target price (down from $280.00) on shares of Vertiv in a research note on Tuesday, March 31st. Finally, Citigroup upped their target price on Vertiv from $353.00 to $414.00 and gave the stock a “buy” rating in a research note on Thursday, May 7th. Twenty-two equities research analysts have rated the stock with a Buy rating, four have issued a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average target price of $322.32.

Check Out Our Latest Research Report on VRT

Insider Activity at Vertiv

In related news, Director Jan Van Dokkum sold 38,647 shares of the company’s stock in a transaction that occurred on Thursday, February 26th. The stock was 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 owned 25,000 shares in the company, valued at $6,371,750. This represents a 60.72% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, Chairman David M. Cote sold 40,000 shares of the company’s stock in a transaction that occurred on Thursday, February 26th. The shares were sold at an average price of $255.29, for a total value of $10,211,600.00. Following the transaction, the chairman owned 22,258 shares of the company’s stock, valued at approximately $5,682,244.82. This represents a 64.25% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold 489,761 shares of company stock valued at $123,356,815 over the last 90 days. Company insiders own 1.10% of the company’s stock.

Vertiv Company 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.