Fidelis Capital Partners LLC Raises Stock Position in Vertiv Holdings Co. $VRT

Posted by Stanley Muller on May 29th, 2026

Fidelis Capital Partners LLC boosted its position in shares of Vertiv Holdings Co. (NYSE:VRT – Free Report) by 51.0% during the fourth quarter, Holdings Channel.com reports. The firm owned 11,189 shares of the company’s stock after buying an additional 3,777 shares during the quarter. Fidelis Capital Partners LLC’s holdings in Vertiv were worth $1,813,000 at the end of the most recent quarter.

A number of other institutional investors also recently bought and sold shares of VRT. Schroder Investment Management Group raised its stake in Vertiv by 148.0% during the third quarter. Schroder Investment Management Group now owns 1,828,750 shares of the company’s stock worth $275,885,000 after purchasing an additional 1,091,210 shares during the period. Ameriprise Financial Inc. raised its stake in Vertiv by 49.5% during the second quarter. Ameriprise Financial Inc. now owns 2,811,114 shares of the company’s stock worth $361,033,000 after purchasing an additional 930,158 shares during the period. Qube Research & Technologies Ltd purchased a new position in Vertiv during the third quarter worth about $125,331,000. Vanguard Group Inc. raised its stake in Vertiv by 2.2% during the third quarter. Vanguard Group Inc. now owns 38,833,036 shares of the company’s stock worth $5,858,352,000 after purchasing an additional 826,281 shares during the period. Finally, Marshall Wace LLP purchased a new position in Vertiv during the third quarter worth about $110,167,000. 89.92% of the stock is owned by hedge funds and other institutional investors.

Vertiv Price Performance

Shares of VRT opened at $314.29 on Friday. Vertiv Holdings Co. has a 1-year low of $104.71 and a 1-year high of $379.93. The stock has a market cap of $120.72 billion, a PE ratio of 78.97, a P/E/G ratio of 1.38 and a beta of 2.09. The firm has a 50-day simple moving average of $304.93 and a two-hundred day simple moving average of $234.12. 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 – Get Free Report) last announced its quarterly earnings results on Wednesday, April 22nd. The company reported $1.17 earnings per share for the quarter, beating analysts’ consensus estimates of $1.00 by $0.17. Vertiv had a net margin of 14.37% and a return on equity of 49.90%. The business had revenue of $2.65 billion during the quarter, compared to analysts’ expectations of $2.63 billion. During the same period last year, the business earned $0.64 earnings per share. The business’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. As a group, analysts forecast that Vertiv Holdings Co. will post 6.36 EPS for the current year.

Vertiv Dividend Announcement

The firm also recently disclosed a quarterly dividend, which was paid on Thursday, March 26th. Investors of record on Tuesday, March 17th were issued a $0.0625 dividend. The ex-dividend date was Tuesday, March 17th. This represents a $0.25 dividend on an annualized basis and a dividend yield of 0.1%. Vertiv’s payout ratio is 6.28%.

Wall Street Analyst Weigh In

A number of equities analysts have commented on VRT shares. Deutsche Bank Aktiengesellschaft reaffirmed a “buy” rating and set a $281.00 target price on shares of Vertiv in a research note on Thursday, February 12th. JPMorgan Chase & Co. lifted their target price on shares of Vertiv from $305.00 to $350.00 and gave the stock an “overweight” rating in a research note on Friday, April 24th. Evercore reiterated an “outperform” rating and set a $425.00 price target on shares of Vertiv in a research report on Tuesday, May 12th. Zacks Research upgraded shares of Vertiv from a “hold” rating to a “strong-buy” rating in a research report on Thursday, May 21st. Finally, Oppenheimer lifted their price target on shares of Vertiv from $330.00 to $353.00 and gave the company an “outperform” rating in a research report on Thursday, May 21st. Two equities research analysts have rated the stock with a Strong Buy rating, twenty-two have given a Buy rating, three have issued a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat, Vertiv currently has an average rating of “Moderate Buy” and a consensus price target of $322.32.

View Our Latest Stock Report on VRT

Insider Buying and Selling at Vertiv

In related news, Director Edward L. Monser sold 77,294 shares of Vertiv stock in a transaction that occurred on Friday, March 6th. The shares were sold at an average price of $245.49, for a total value of $18,974,904.06. Following the completion of the transaction, the director owned 16,500 shares in the company, valued at approximately $4,050,585. The trade was a 82.41% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Company insiders own 1.10% of the company’s stock.

About Vertiv

(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.