Mountain Pacific Investment Advisers LLC Sells 8,564 Shares of Vertiv Holdings Co. $VRT

04 Nov 2026, 11:04 by Michael Walen · The Markets Daily

Mountain Pacific Investment Advisers LLC lowered its holdings in Vertiv Holdings Co. (NYSE:VRT – Free Report) by 11.0% during the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 69,285 shares of the company’s stock after selling 8,564 shares during the quarter. Vertiv accounts for about 2.7% of Mountain Pacific Investment Advisers LLC’s investment portfolio, making the stock its 7th biggest position. Mountain Pacific Investment Advisers LLC’s holdings in Vertiv were worth $16,719,000 as of its most recent SEC filing.

Several other hedge funds have also recently added to or reduced their stakes in VRT. Sachetta LLC lifted its stake in Vertiv by 41.4% during the first quarter. Sachetta LLC now owns 123 shares of the company’s stock worth $31,000 after purchasing an additional 36 shares during the period. Cornerstone Planning Group LLC grew its stake in shares of Vertiv by 60.5% in the 1st quarter. Cornerstone Planning Group LLC now owns 130 shares of the company’s stock valued at $33,000 after purchasing an additional 49 shares during the period. Burkett Financial Services LLC bought a new stake in shares of Vertiv in the 3rd quarter valued at approximately $35,000. Center for Financial Planning Inc. raised its holdings in shares of Vertiv by 554.2% in the 1st quarter. Center for Financial Planning Inc. now owns 157 shares of the company’s stock worth $39,000 after buying an additional 133 shares in the last quarter. Finally, Ravenstone Capital Management Inc. acquired a new position in shares of Vertiv in the 1st quarter worth approximately $40,000. Institutional investors and hedge funds own 89.92% of the company’s stock.

Insider Activity

In related news, Director Edward Monser sold 15,287 shares of the company’s stock in a transaction dated Tuesday, September 1st. The shares were sold at an average price of $253.82, for a total transaction of $3,880,146.34. Following the transaction, the director owned 16,500 shares in the company, valued at $4,188,030. This represents a 48.09% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 1.10% of the stock is owned by corporate insiders.

Wall Street Analysts Forecast Growth

Several equities analysts recently commented on the company. Zacks Research upgraded Vertiv from a “hold” rating to a “strong-buy” rating in a research report on Friday, October 30th. Evercore set a $375.00 price target on Vertiv in a research report on Wednesday, July 29th. Wells Fargo & Company upped their price target on Vertiv from $340.00 to $345.00 and gave the company an “overweight” rating in a research report on Thursday, October 29th. Loop Capital dropped their price objective on Vertiv from $500.00 to $400.00 and set a “buy” rating for the company in a research note on Friday, July 31st. Finally, Bank of America cut their price objective on Vertiv from $440.00 to $375.00 and set a “buy” rating for the company in a report on Thursday, July 30th. Two investment analysts have rated the stock with a Strong Buy rating, twenty-three have assigned a Buy rating, four have issued a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $337.78.

View Our Latest Research Report on Vertiv

Vertiv Trading Up 5.1%

VRT stock opened at $235.72 on Wednesday. The business has a fifty day moving average price of $241.48 and a 200 day moving average price of $269.54. Vertiv Holdings Co. has a fifty-two week low of $147.82 and a fifty-two week high of $379.93. The stock has a market capitalization of $90.75 billion, a price-to-earnings ratio of 44.06, a P/E/G ratio of 0.71 and a beta of 2.11. The company has a debt-to-equity ratio of 0.53, a current ratio of 1.39 and a quick ratio of 1.01.

Vertiv (NYSE:VRT – Get Free Report) last posted its quarterly earnings data on Wednesday, October 28th. The company reported $2.21 EPS for the quarter, topping analysts’ consensus estimates of $1.82 by $0.39. The company had revenue of $4.31 billion for the quarter, compared to analyst estimates of $3.75 billion. Vertiv had a return on equity of 53.31% and a net margin of 15.99%. The business’s revenue was up 61.2% on a year-over-year basis. During the same quarter in the previous year, the firm earned $1.24 earnings per share. Analysts expect that Vertiv Holdings Co. will post 7.17 EPS for the current fiscal year.

Vertiv Announces Dividend

The firm also recently declared a quarterly dividend, which was paid on Thursday, September 24th. Investors of record on Monday, September 14th were issued a $0.0625 dividend. This represents a $0.25 dividend on an annualized basis and a dividend yield of 0.1%. The ex-dividend date of this dividend was Monday, September 14th. Vertiv’s payout ratio is currently 4.67%.

Vertiv News Summary

Here are the key news stories impacting Vertiv this week:

Positive Sentiment: A research call argued that fears of political disruption to U.S. data-center construction are overblown, helping lift sentiment toward infrastructure suppliers such as Vertiv. Article: GE Vernova Rallies as Bernstein Calls Data Center Fears Overblown
Positive Sentiment: Vertiv’s cooling systems and other critical data-center equipment position it to benefit from AI infrastructure expansion. Reports cited healthy order growth as a potential foundation for continued growth. Article: Microsoft and Oracle Can’t Cool AI Data Centers Without This Growth Stock
Positive Sentiment: Recent coverage highlighted Vertiv’s strong third-quarter results, raised 2026 revenue and free-cash-flow outlooks, and upbeat demand outlook. These results reinforce the bull case that AI-related capital spending can support future growth. Article: Vertiv: AI Panic Creates Golden Buying Opportunity
Neutral Sentiment: Vertiv has drawn increased investor attention, but a “trending stock” designation by itself does not indicate a change in fundamentals. Article: Vertiv Is a Trending Stock
Negative Sentiment: GLJ Research maintained a sell rating and trimmed its price target to $187, signaling concern that shares could be worth less than their recent trading level. Article: GLJ Research Ratings

Vertiv Company Profile

(Free Report)

Vertiv Holdings Co (NYSE: VRT) designs, manufactures and services critical digital infrastructure that supports data centers, communication networks and other facilities requiring reliable power and environmental control. Its solutions are used by cloud and colocation providers, telecommunications companies, enterprises, industrial organizations and edge-computing operators.

The company’s offerings include uninterruptible power supplies, power distribution and management systems, thermal-management and cooling equipment, integrated racks and enclosures, modular infrastructure, and monitoring and control software.