Vertiv Holdings Co SEC 10-K Report
Vertiv Holdings Co has released its 2025 10-K report, detailing significant financial growth with net sales of $10,229.9 million and net income of $1,332.8 million. The report highlights strategic advancements including global capacity expansion, new product launches in AI and high-performance computing, and strategic partnerships, while also addressing market, operational, regulatory, and financial risks.
See How Inflows Make Vertiv an Institutional Favorite
Vertiv Holdings, Co. (VRT) has seen substantial share price growth, rising 1,360% since February 2023, driven by strong institutional inflows and demand for its data center solutions. The company reported impressive Q2 fiscal 2025 earnings with adjusted EPS up 37% and operating profit up 33%, leading to increased guidance for Q1 2026. MoneyFlows data indicates significant institutional buying pressure, supported by robust fundamental growth, making VRT a top-rated outlier stock.
Vertiv's Record Order Book Growth Indicates an Acceleration in AI Data Center Spending
Vertiv, a company deriving over 80% of its revenue from data center spending, is experiencing record order book growth. This growth is interpreted as a strong indicator of accelerating investment in AI data centers. The company's business strategy focuses on being a pure-play in the data center market, with a history tracing back to precision cooling solutions for early computer rooms.
6 Newly Overvalued Stocks this Week
Morningstar has identified six stocks that have become newly overvalued, earning either a 1-star or 2-star rating. These include semiconductor giants ASML and Applied Materials, as well as Banco Bilbao Vizcaya Argentaria, Vertiv, Hubbell, Lam Research, and Nextpower. The valuations are based on Morningstar's fair value estimates, stock prices, and uncertainty ratings, with the overall US market also considered slightly overvalued.
Vertiv stock jumps on Barclays upgrade — what VRT bulls watch before Monday’s open
Vertiv (VRT) shares rose 8% after a Barclays upgrade and increased price target, highlighting renewed focus on 2026 earnings and AI data center demand. Barclays analyst Julian Mitchell upgraded VRT to Overweight with a $200 price target, citing an attractive entry point despite recent volatility. Key catalysts include upcoming trading, the U.S. jobs report, and Vertiv's estimated mid-February earnings report, all impacting the stock's performance.
Vertiv (VRT) Stock News Today (Dec. 16, 2025): Why Shares Fell, What Analysts Forecast, and What to Watch Next
Vertiv (VRT) shares fell by over 2% on December 16, 2025, reaching around $158, following a volatile period stemming from a Wolfe Research downgrade, its exclusion from the S&P 500, and profit-taking after significant gains. Despite the stock's recent pressure, the company's fundamentals remain strong, driven by robust AI data-center infrastructure demand, evidenced by accelerating orders and a growing backlog, as well as the strategic acquisition of PurgeRite. Analysts generally maintain a "Moderate Buy" to "Buy" consensus with varying price targets, indicating a mixed sentiment between strong business fundamentals and valuation concerns.
Analyst Says This is a Top Data Center Stock Amid ‘Record’ Orders, $8.5 Billion Backlog
Stephanie Link, Chief Investment Strategist at Hightower, has identified Vertiv Holdings Co (NYSE:VRT) as a strong data center stock due to increasing capital expenditure in the sector, a significant $8.5 billion backlog, and record orders. Despite high valuation concerns, Link points to Vertiv's strong growth potential, expected margin expansion to 25% by 2028, and "best-in-class" management as reasons for her bullish outlook, forecasting $7 to $10 in earnings power. The company's power and thermal management systems are critical for data center operations, especially with the growing focus on AI infrastructure.
Vertiv (NYSE: VRT) declares Q4 cash dividend of $0.0625 per Class A share to shareholders
Vertiv (NYSE: VRT) has announced a 67% increase in its annual cash dividend, raising it from $0.15 to $0.25 per share, to be paid quarterly. The board declared a fourth-quarter cash dividend of $0.0625 per share, payable on December 18, 2025, to shareholders of record as of November 25, 2025. This increase reflects the company's strong financial performance and cash flow.
Vertiv Earnings: Data Center Buildout Continues; Shares Overvalued Even With Valuation Raised by 24%
Vertiv's third-quarter organic sales surged by 28%, with a 220 basis point expansion in operating margin leading to a 63% year-over-year increase in EPS, propelled by a 43% sales growth in the Americas. Despite these strong results and a raised valuation, Morningstar considers Vertiv's shares to be overvalued, maintaining a cautious outlook. The company continues to benefit from the ongoing data center buildout.
Vertiv and Lennar Corporation have been highlighted as Zacks Bull and Bear of the Day
Zacks Equity Research has named Vertiv Holdings Co (VRT) as the Bull of the Day, citing its strong Q3 results, robust AI infrastructure business, and significant revenue and earnings growth projections. Conversely, Lennar Corporation (LEN) was designated the Bear of the Day due to disappointing earnings, negative revisions, and struggles with a slowing housing market, higher mortgages, and persistent inflation. The article also touches on three energy stocks—Comstock Resources Inc. (CRK), Williams (WMB), and Marathon Petroleum Corp. (MPC)—that are poised to outshine earnings estimates for Q3 2025 given a favorable commodity pricing environment.
Bull of the Day: Vertiv Holdings Co (VRT)
Vertiv Holdings Co (VRT) is highlighted as a "Bull of the Day" due to its strong performance as an "picks-and-shovels" AI infrastructure stock. The company has seen significant growth, with its stock soaring 1,250% in three years, and is projected to nearly 10X its earnings by 2026, earning it a Zacks Rank #1 (Strong Buy). Vertiv's critical role in providing power, cooling, and IT infrastructure for AI data centers, coupled with its partnership with Nvidia, positions it as a long-term AI winner.
Earnings Flash (VRT) Vertiv Holdings Co Posts Q3 Adjusted EPS $1.24 per Share, vs. FactSet Est of $0.98
Vertiv Holdings Co (VRT) reported adjusted earnings per share of $1.24 for Q3, significantly surpassing FactSet's estimate of $0.98. The company's comprehensive offerings include power management products, thermal management products, and integrated rack systems, which are crucial for e-commerce, banking, and data centers. Vertiv also provides lifecycle management services and predictive analytics through its global service network.
Goldstein Advisors LLC Invests $323,000 in Vertiv Holdings Co. $VRT
Goldstein Advisors LLC has acquired a new stake of 2,513 shares, valued at $323,000, in Vertiv Holdings Co. The investment firm's move comes as Vertiv showcases strong financial performance, exceeding quarterly earnings and revenue expectations. Institutional investors hold a significant portion of Vertiv's stock, reflecting strong market confidence in the company.
Koshinski Asset Management Inc. Grows Stake in Vertiv Holdings Co. $VRT - MarketBeat
Koshinski Asset Management Inc. increased its stake in Vertiv Holdings Co. (NYSE:VRT) by 12.1% in the second quarter, now holding 13,853 shares valued at $1.78 million. Institutional investors collectively own 89.92% of Vertiv's stock, and analysts have set a consensus price target of $160.30, indicating positive growth expectations. The company also reported strong quarterly earnings, beating analyst estimates, and announced a quarterly dividend.
Private Trust Co. NA Buys 1,578 Shares of Vertiv Holdings Co. $VRT
Private Trust Co. NA increased its stake in Vertiv Holdings Co. by 34.9% during the second quarter, now owning 6,099 shares valued at $783,000. Other institutional investors also adjusted their positions in VRT, with hedge funds and institutional investors collectively owning 89.92% of the company's stock. Analysts have set new price targets for Vertiv, contributing to an average rating of "Moderate Buy" and an average price target of $160.30.
RFG Advisory LLC Takes $364,000 Position in Vertiv Holdings Co. $VRT - MarketBeat
RFG Advisory LLC acquired a new stake in Vertiv Holdings Co. valued at approximately $364,000 during the second quarter. Other institutional investors also adjusted their holdings in Vertiv, which reported strong quarterly earnings, topping consensus estimates, and declared a quarterly dividend. Analysts maintain predominantly "Buy" or "Hold" ratings for Vertiv, forecasting continued growth.
Signature Estate & Investment Advisors LLC Has $16.15 Million Position in Vertiv Holdings Co. $VRT
Signature Estate & Investment Advisors LLC increased its stake in Vertiv Holdings Co. by 3.1% in the second quarter, holding shares valued at $16.15 million. Institutional investors collectively own 89.92% of Vertiv stock. The company has received a "moderate buy" rating from analysts, with Oppenheimer raising its target price to $190.00.
Novare Capital Management LLC Grows Stake in Vertiv Holdings Co. $VRT - MarketBeat
Novare Capital Management LLC significantly increased its stake in Vertiv Holdings Co. (NYSE:VRT) by 156.6% in the second quarter, bringing its total holdings to 12,290 shares valued at $1,578,000. This comes alongside varied analyst opinions, with Barclays raising its price target to $145 and Zacks downgrading the stock to "hold," though the consensus remains a "Moderate Buy" at $160.30. Vertiv continues to show strong financial performance, reporting an EPS of $0.95 and a 35.1% year-over-year revenue increase.
Otter Creek Advisors LLC Invests $5.45 Million in Vertiv Holdings Co. $VRT
Otter Creek Advisors LLC initiated a new position in Vertiv Holdings Co. (NYSE:VRT) by purchasing 42,436 shares valued at $5.45 million, making it their largest portfolio holding. Other institutional investors also adjusted their stakes in Vertiv. The company has a "Moderate Buy" consensus rating from analysts, with a target price of $160.30, and recently reported strong quarterly earnings and a dividend.
2,511 Shares in Vertiv Holdings Co. $VRT Bought by Sagespring Wealth Partners LLC - MarketBeat
Sagespring Wealth Partners LLC purchased 2,511 shares of Vertiv Holdings Co. (NYSE:VRT) stock, valued at approximately $322,000, during the second quarter. This move comes as Vertiv reported strong financial results, including $2.64 billion in revenue for the last quarter, surpassing analyst estimates and marking a 35.1% year-over-year increase. Equity analysts maintain a "Moderate Buy" rating for Vertiv, with an average target price of $160.30, reflecting a positive outlook for the company's performance.
Vertiv to Participate in Upcoming Investor Conference - MarketScreener
Vertiv Holdings Co (NYSE: VRT) announced its participation in the Baird 2025 Global Industrial Conference, where CEO Giordano Albertazzi will participate in a fireside chat on November 11, 2025. A live webcast and recording of the event will be available on Vertiv's Investor Relations website. The company is a global leader in critical digital infrastructure, offering hardware, software, analytics, and services for data centers and communication networks.
Vertiv To Participate In Upcoming Investor Conference
Vertiv Holdings Co announced its participation in an upcoming investor conference in November. CEO Giordano Albertazzi will participate in a fireside chat at the Baird 2025 Global Industrial Conference. A live webcast and related materials will be available on Vertiv's investor relations website.
Applied Finance Capital Management LLC Buys New Holdings in Vertiv Holdings Co. $VRT - MarketBeat
Applied Finance Capital Management LLC has acquired a new stake in Vertiv Holdings Co. (NYSE:VRT), purchasing 9,491 shares valued at approximately $1.22 million, highlighting increasing institutional investor interest. Vertiv's stock has seen substantial institutional investment, with firms like Vanguard Group and Amundi significantly increasing their holdings, bringing total institutional ownership to 89.92%. The company reported a strong financial performance with a 35.1% year-over-year revenue increase and a Q2 EPS of $0.95, exceeding consensus estimates.
Vertiv Holdings Co. $VRT Shares Acquired by WealthPlan Investment Management LLC - MarketBeat
WealthPlan Investment Management LLC increased its stake in Vertiv Holdings Co. ($VRT) by 21.6% in Q2, bringing its total holdings to 8,308 shares valued at approximately $1.07 million. Despite recent insider stock sales totaling $23.36 million, Vertiv reported strong Q2 earnings of $0.95 EPS, exceeding expectations, with revenue growth of 35.1% year-over-year. The company maintains a "Moderate Buy" consensus rating from analysts with a target price of $157.90.
NorthRock Partners LLC Takes Position in Vertiv Holdings Co. $VRT
NorthRock Partners LLC has acquired a new stake in Vertiv Holdings Co. (NYSE:VRT) during the second quarter, purchasing 1,768 shares valued at approximately $227,000. This comes as several other institutional investors have also adjusted their holdings in Vertiv, and analysts have recently updated their ratings and price targets for the company, resulting in a "Moderate Buy" consensus. The article also details Vertiv's recent stock performance, earnings, and dividend announcement.
Vertiv (NYSE:VRT) Stock Price Down 1.5% - Here's Why
Vertiv (NYSE:VRT) shares fell 1.5% due to varied analyst ratings and a decline in trading volume. The company announced a quarterly dividend of $0.0375 per share and reported strong Q2 earnings, beating analyst expectations. Institutional investors have been actively trading VRT shares.
RBC Raises Price Target on Vertiv Holdings to $191 From $162, Keeps Outperform Rating - MarketScreener
RBC Capital Markets has increased its price target for Vertiv Holdings (VRT) to $191 from $162, while maintaining an Outperform rating on the stock. This adjustment comes amidst other analyst upgrades, reflecting a strong positive sentiment towards the company. Vertiv Holdings Co is currently trading at $180.51, up 3.06% at market close.
Deutsche Bank Raises Price Target on Vertiv Holdings to $216 From $168, Keeps Buy Rating - MarketScreener
Deutsche Bank has increased its price target on Vertiv Holdings Co to $216 from $168, while maintaining a Buy rating on the stock. This adjustment reflects an updated outlook from the financial institution on Vertiv's future performance. The news comes amid other recent reports of analyst rating changes and business developments for the company.
Ezditek, Vertiv to Develop AI-ready Data Center Systems in Saudi Arabia
Ezditek and Vertiv are partnering to develop AI-ready data center systems in Saudi Arabia. Vertiv Holdings Co (VRT) is actively involved in the AI infrastructure space, as evidenced by this collaboration and recent partnerships with Nvidia to advance 800 VDC platform designs for AI Factories. This move highlights Vertiv's ongoing strategic focus on supporting the growing demand for advanced AI data center solutions.
Vertiv names Paul Ryan as new EMEA president effective January 2026 - Investing.com Canada
This article from Investing.com Canada reports that Vertiv has appointed Paul Ryan as its new EMEA president, with the appointment becoming effective in January 2026. The article content itself appears to be an error message from the website.
Vertiv Holdings Co Announces Leadership Transition in EMEA Region - MarketScreener
Vertiv Holdings Co announced the retirement of Karsten Winther, President of EMEA, effective December 31, 2025. Paul Ryan, currently Chief Procurement Officer, will succeed him starting January 1, 2026. Patrick Grainey has been named acting Chief Procurement Officer during the search for a permanent replacement.
Vertiv Announces Leadership Transition in EMEA Region - PR Newswire
Vertiv announced a leadership change in its EMEA region, with Karsten Winther retiring as president effective December 31, 2025. Paul Ryan, currently chief procurement officer, will succeed him starting January 1, 2026. Patrick Grainey has been named acting chief procurement officer.
Vertiv Holdings Co Appoints Craig Chamberlin as Executive Vice President, Effective November 10, 2025 - MarketScreener
Vertiv Holdings Co announced the appointment of Craig Chamberlin as Executive Vice President, effective November 10, 2025. Chamberlin previously served as Group Vice President and CFO of Wabtec Corporation's Transit segment, bringing extensive experience in operational leadership, margin improvement, and strategic capital deployment. His background also includes 14 years in senior financial leadership roles at General Electric.
Vertiv Names Craig Chamberlin as Chief Financial Officer - MarketScreener
Vertiv Holdings Co (NYSE: VRT) has announced the appointment of Craig Chamberlin as Executive Vice President and Chief Financial Officer, effective November 10, 2025. Chamberlin, previously Group Vice President and CFO of Wabtec Corporation's Transit segment, brings extensive experience in operational finance and business transformation. He succeeds David Fallon, who will retire and serve as a consultant through 2026.
Vertiv Names Craig Chamberlin As Chief Financial Officer - Barchart.com
Vertiv Holdings Co (NYSE: VRT) has appointed Craig Chamberlin as Executive Vice President and Chief Financial Officer, effective November 10, 2025. Chamberlin, previously from Wabtec Corporation, succeeds David Fallon, who will retire but serve as a consultant. This appointment aims to leverage Chamberlin's expertise in operational finance and business transformation to drive Vertiv's growth and margin expansion.
1,863 Shares in Vertiv Holdings Co. $VRT Acquired by Alta Advisers Ltd - MarketBeat
Alta Advisers Ltd acquired 1,863 shares of Vertiv Holdings Co. (NYSE:VRT), valued at approximately $239,000, during the second quarter. This acquisition is part of a broader trend of institutional investors modifying their holdings in Vertiv. The company recently reported strong quarterly earnings, exceeding expectations with $0.95 EPS and $2.64 billion in revenue, marking a 35.1% year-over-year increase.
Transcendent Capital Group LLC Makes New $484,000 Investment in Vertiv Holdings Co. $VRT
Transcendent Capital Group LLC recently made a new investment of $484,000 in Vertiv Holdings Co. by acquiring 3,771 shares. This comes as analysts maintain an optimistic outlook on Vertiv, with a "Moderate Buy" consensus rating and an average target price of $149.84, following strong quarterly earnings that exceeded estimates. Vertiv reported robust revenue growth and a dividend announcement, alongside significant institutional investor interest.
Inspire Investing LLC Trims Stake in Vertiv Holdings Co. $VRT - MarketBeat
Inspire Investing LLC has reduced its stake in Vertiv Holdings Co. by 26.4%, now holding 9,450 shares valued at approximately $1.21 million. This comes amidst significant insider share sales and analysts raising price targets for Vertiv, maintaining a "buy" rating for the stock.
Cyndeo Wealth Partners LLC Buys Shares of 2,807 Vertiv Holdings Co. $VRT - MarketBeat
Cyndeo Wealth Partners LLC recently acquired a new stake in Vertiv Holdings Co. (NYSE:VRT) by purchasing 2,807 shares valued at approximately $360,000. Institutional investors now own 89.92% of Vertiv's stock, with various firms increasing their positions. The article also details recent analyst ratings, stock performance, and financial results for Vertiv.
BetterInvesting™ Magazine Update on Vertiv Holdings Co. (NYSE: VRT) and CVS Health Corp. (NYSE: CVS)
BetterInvesting Magazine has designated Vertiv Holdings Co. (NYSE: VRT) as its "Stock to Study" for the December 2025 issue, inviting investors to review its fundamental data. The same issue will also include a fundamental review of CVS Health Corp. (NYSE: CVS), considered worthy of study from an undervalued perspective by the magazine's Editorial Advisory and Securities Review Committee. The article also provides recent analyst ratings, insider trading activity, press releases, financial updates, and leadership changes for both companies.
Microsoft’s new cooling system poses no threat to Vertiv stock, says UBS
UBS maintained its Buy rating and $173.00 price target on Vertiv Holdings Co. (NYSE:VRT) despite the stock's weakness following Microsoft's cooling system announcement. The analyst firm clarified that Vertiv is not involved in the cold plate business that Microsoft's innovation might affect, stating that Vertiv focuses on fluid management systems through liquid cooling loops. UBS concluded that Microsoft's announcement does not impact Vertiv's thermal management business and sees no negative implications for its shares.
Vertiv Holdings Declares Quarterly Cash Dividend
Vertiv Holdings Co announced a quarterly cash dividend of $0.0375 per share, payable on September 25, 2025, to shareholders of record as of September 15, 2025. This dividend reflects the company's commitment to shareholder value and its stable financial position. TipRanks' AI Analyst, Spark, rates VRT as "Outperform," citing strong financial performance and positive earnings sentiment, despite technical bearish trends and a high P/E ratio.
Vertiv declares quarterly dividend of $0.0375 per share
Vertiv Holdings Co (NYSE:VRT) announced that its Board of Directors has declared a quarterly cash dividend of $0.0375 per share of Class A common stock, payable on September 25, 2025, to shareholders of record on September 15, 2025. This announcement follows recent acquisitions by Vertiv, including Great Lakes Data Racks & Cabinets and Waylay NV, aimed at enhancing its data center solutions and AI-driven monitoring capabilities. Analyst opinions vary, with Mizuho raising its price target, while GLJ Research initiated a Sell rating and Rothschild Redburn a Neutral rating.
Amid High Volatility, These Are the AI Stock Winners and Losers
The AI stock market experienced significant volatility in 2025, with an early year collapse followed by a massive rebound, leading to a 15% year-to-date gain for Morningstar's AI basket. While hardware companies like SK Hynix and Micron Technology performed well due to optimism around high-bandwidth memory, software continued to integrate AI capabilities at scale. Despite the volatility, the AI basket is currently trading close to its aggregated fair value estimate, suggesting opportunities for investors focusing on the infrastructure backbone.
VRT Stock Price, News & Analysis
Vertiv Holdings Co (VRT) specializes in critical digital infrastructure, including power, thermal, and IT management solutions for data centers and communication networks. The company focuses on supporting high-density computing and AI workloads through innovations like liquid cooling and prefabricated modular designs. Vertiv actively expands its portfolio through acquisitions and strategic collaborations to address evolving demands in the digital infrastructure sector.
These 3 Stocks Account for Nearly 30% of Billionaire Leon Cooperman’s Portfolio.
Billionaire investor Leon Cooperman, nearing his 82nd birthday, continues to manage a $2.64 billion portfolio, with nearly 30% concentrated in three key stocks: Mr. Cooper Group (COOP), Vertiv Holdings (VRT), and Apollo Global Management (APO). Despite a reduction in his overall holdings over the past decade, Cooperman maintains a strong focus on finance-related businesses, and these three companies represent his conviction buys, with Mr. Cooper Group being his top holding. The article details Cooperman's history with each stock, their current performance, and analyst outlooks, highlighting his successful long-term investment strategy.
Vertiv Introduces Compact, High-Power Density UPS for Large Data Centers and Other Critical Applications
Vertiv has launched the PowerUPS 9000, a compact, high-power density uninterruptible power supply (UPS) system designed for large data centers and critical applications. The new UPS boasts high energy efficiency, scalability, and robust reliability, with a physical footprint 32% smaller than previous generations. It is compatible with various battery technologies and can be optionally enabled with Vertiv™ Next Predict for preventative maintenance.
Vertiv Holdings' Philip O' Doherty sells $40.1 million in stock
Philip O' Doherty, Managing Director of E+I at Vertiv Holdings Co, sold 285,965 shares of Class A Common Stock for approximately $40.1 million. Despite the sale, O'Doherty retains a significant indirect stake in the company. The company has also shown strong financial growth and received positive analyst ratings, with an updated five-year plan anticipating $14.4 billion in sales by 2029 and a 25% margin target.
Vertiv Stock Could Keep Soaring After 175% Pop
Vertiv stock has surged 175% following strong third-quarter results and raised guidance, driven by increasing demand for data centers due to AI growth. The company is a market leader in data center liquid cooling and electrical equipment, with analysts bullish on its future prospects. Continued growth in AI development and data center spending is expected to further boost Vertiv's performance.
VERTIV HOLDINGS CO (VRT) SHAREHOLDER ALERT REMINDER: Schubert Jonckheer & Kolbe LLP Encourages Vertiv Investors to Contact the Firm
Schubert Jonckheer & Kolbe LLP reminds investors of its investigation into potential derivative claims against Vertiv Holdings Co (VRT) officers and directors. The investigation stems from a significant earnings shortfall announced in February 2022 and allegations that the company intentionally misstated its projected 2021 profits, leading to a 37% stock price drop. The firm encourages Vertiv shareholders to contact them for more information regarding their legal rights.
