Market Cap
$92.9B
VRT
Vertiv Holdings Co
$252.18 ▲ +2.46%
Prev close $246.12Market cap$92.9B
ConsensusStrong Buy
12-mo target$337.74 (+33.9%)
▲ Bullish
Analyst conviction 9/10
Insider Selling Cluster (6 insiders)High Impact Filing (7/10)29 New Institutional Positions21 Institutional Exits Software & IT
Snapshot
The big-picture read on VRT right now — valuation, ownership and activity at a glance.
Cap Size
Large Cap
Analyst Consensus
Strong Buy (89%)
Inst. Holders
50 funds
Inst. Value
$78.5B
Inst. Activity
29 buys / 21 sells
Insider Activity
$0.00 buy / $3.9M sell
Insider Net $
-$3.9M
Social Sentiment
53° Neutral
SEC Reports
15
Press Releases
1
Congressional
2 trades
Price chart 30d -6.2%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Sep 24, 2026 Insider
Johnson Eric M. was granted 0.51 shares
Chief Accounting Officer
Sep 24, 2026 Insider
Albertazzi Giordano was granted 12.52 shares
Chief Executive Officer
Sep 24, 2026 Insider
Poncheri Frank was granted 3.61 shares
Chief Human Resources Officer
Sep 23, 2026 other
VRT Alert: HAGENS BERMAN, NATIONAL TRIAL ATTORNEYS, Encourages Vertiv Holdings Co (NYSE: VRT) Investors with Significant Losses to Contact Firm
SAN FRANCISCO, Sept. 23, 2026 /PRNewswire/ -- National shareholder rights law firm Hagens Berman ann
Sep 22, 2026 Event
Sep 2, 2026 SEC HSR Early Termination: Vertiv Holdings Co.; Mr. Sidney Hinton
The FTC granted early termination of the HSR Act waiting period for a transaction involving Vertiv H
Vertiv Holdings Co (VRT) announced a definitive agreement to acquire Utility Innovation Holdings (UIG) for approximately
8-K — Impact 7/10
Vertiv announced its Board declared a quarterly cash dividend of $0.0625 per share, payable on September 24, 2026 to hol
8-K — Impact 2/10
Vertiv Holdings declared a regular quarterly cash dividend of $0.0625 per share. This is a routine capital allocation ev
Impact 2/10
Analyst ratings buy % +9.9%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
89% rate it Buy or better · 36 analysts
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 25, 2026 | Wells Fargo | INITIATE | Overweight | 54% |
| Aug 7, 2026 | GLJ Research | UPGRADE | Buy | 52% |
| Jul 30, 2026 | RBC Capital | MAINTAIN | Outperform | 55% |
| Jul 30, 2026 | Citigroup | MAINTAIN | Buy | 55% |
| Jul 30, 2026 | Keybanc | MAINTAIN | Overweight | 52% |
| Jul 23, 2026 | Keybanc | INITIATE | Overweight | 52% |
| Jul 16, 2026 | RBC Capital | MAINTAIN | Outperform | 55% |
| Jul 16, 2026 | Baird | INITIATE | Outperform | 54% |
| Jun 10, 2026 | Bernstein | INITIATE | Outperform | 51% |
| May 21, 2026 | Oppenheimer | MAINTAIN | Outperform | 52% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 10 | 22 | 4 | 0 | 0 | 89% | |
| Aug 1, 2026 | 10 | 21 | 5 | 0 | 0 | 86% | |
| Jul 1, 2026 | 9 | 20 | 5 | 0 | 0 | 85% | |
| Jun 1, 2026 | 8 | 21 | 4 | 1 | 0 | 85% | |
| May 1, 2026 | 7 | 21 | 5 | 1 | 0 | 82% | |
| Apr 1, 2026 | 8 | 19 | 5 | 1 | 0 | 82% | |
| Mar 1, 2026 | 9 | 18 | 4 | 1 | 0 | 84% | |
| Feb 1, 2026 | 9 | 18 | 4 | 1 | 0 | 84% |
Price targets
Where 27 covering analysts think VRT trades over the next 12 months.
$337.74 +33.9% upside Strong Buy
Current$252.18 Low$236.00 Median$340.00 High$427.00 27 analysts
$236.00$427.00
Analyst rating Strong Buy· 1.4/5 as of Oct 2, 2026
Social media sentiment mood +0.0%
Retail-investor mood aggregated across social media. 0° = very bearish, 100° = very bullish.
53°
Neutral
BearishNeutralBullish
Recent posts
3 AI Infrastructure Stocks I’m Watching After Earnings (VRT, AMD, AVGO)
▲ 1 · 💬 1· ⚡ 0.5
Looking to streamline holdings into 10–12 core positions. Heavy AI/Tech focus, feedback welcome!
▲ 1 · 💬 5· ⚡ 0.5
Another $17,000 VRT YOLO - 40 Sept 18th $242.5 calls - Man do I love abuse!
▲ 1 · 💬 5· ⚡ 0.5
How much does the AI slowdown talk actually matter for data center stocks?
▲ 1 · 💬 4· ⚡ 0.5
$15,000 YOLO on VRT - Revenge Trading my META YOLO - Hoping for $60,000
▲ 1 · 💬 6· ⚡ 0.5
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
15 SEC filing reports analyzed · 5 bullish, 1 bearish, 1 mixed, 8 neutral · avg impact 4.7/10.Plus 1 press releases.
BULLISH8-K7/10
Vertiv Holdings Co (VRT) announced a definitive agreement to acquire Utility Innovation Holdings (UI
Sep 2, 2026
NEUTRAL8-K2/10
Vertiv announced its Board declared a quarterly cash dividend of $0.0625 per share, payable on Septe
Sep 2, 2026
NEUTRALPRESS-RELEASE2/10
Vertiv Holdings Co. announced it will report its Q2 2026 earnings before market open on July 29, 202
Jul 15, 2026
NEUTRAL8-K4/10
Vertiv completed the acquisition of ThermoKey S.p.A., a heat rejection and heat-exchange technology
Jun 12, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Sep 23, 2026
other
VRT Alert: HAGENS BERMAN, NATIONAL TRIAL ATTORNEYS, Encourages Vertiv Holdings Co (NYSE: VRT) Investors with Significant Losses to Contact Firm
SAN FRANCISCO, Sept. 23, 2026 /PRNewswire/ -- National shareholder rights law firm Hagens Berman announces that it is investigating potential securiti
Sep 23, 2026
short_volume
Short Volume: VRT — 59.1% short (0.9M / 1.6M)
Short: 918,242 | Exempt: 673 | TRF Vol: 1,553,842 | Short Ratio: 59.1% | Off-exchange volume (dark pool + OTC)
Sep 22, 2026
Enforcement
HSR Early Termination: Vertiv Holdings Co.; Mr. Sidney Hinton
The FTC granted early termination of the HSR Act waiting period for a transaction involving Vertiv Holdings Co.; Mr. Sidney Hinton.
Sep 10, 2026
ftd
FTD: VRT — 38,242 shares ($10.1M) failed to deliver
Settlement: 20260910, Price: $262.89, FTD Value: $10,053,439.38, VERTIV HLDG CO CL A (DE)
Sep 8, 2026
short_volume
Short Volume: VRT — 59.8% short (1.1M / 1.8M)
Short: 1,097,636 | Exempt: 10,794 | TRF Vol: 1,836,819 | Short Ratio: 59.8% | Off-exchange volume (dark pool + OTC)
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $1.83 | $1.79–$1.94 | 47.4% | +0.4% | 2↑ 0↓ | $3.8B | 24 |
| Next Q | $2.22 | $2.17–$2.30 | 62.9% | +0.6% | 2↑ 0↓ | $4.3B | 24 |
| Current FY | $6.74 | $6.60–$6.91 | 60.4% | +0.5% | 2↑ 0↓ | $14.0B | 28 |
| Next FY | $9.17 | $8.28–$10.94 | 36.2% | +0.8% | 2↑ 1↓ | $18.3B | 29 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $1.828 | — |
| 7d ago | $1.828 | +0.001 |
| 30d ago | $1.822 | +0.007 |
| 60d ago | $1.817 | +0.011 |
| 90d ago | $1.782 | +0.047 |
Institutional ownership
Which big funds own VRT (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $78.5B total value (235,473,018 shares) as of 2026-Q2. Top holders: BlackRock,, VANGUARD, VANGUARD. Net buying activity: 29 institutions added/increased vs 21 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 35,921,459 | $12.0B | 15.3% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 25,087,955 | $8.4B | 10.7% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 17,909,570 | $6.0B | 7.6% | — |
| STATE STREET CORP | 16,531,530 | $5.5B | 7.0% | — |
| JPMORGAN CHASE & CO | 10,061,204 | $3.1B | 3.9% | ADD +65.9% |
| GEODE CAPITAL MANAGEMENT, LLC | 9,028,475 | $3.0B | 3.8% | — |
| BANK OF AMERICA CORP /DE/ | 8,280,709 | $2.8B | 3.5% | — |
| MORGAN STANLEY | 6,894,546 | $2.3B | 2.9% | — |
| JANE STREET GROUP, LLC | 5,912,400 | $2.0B | 2.5% | — |
| Invesco Ltd. | 5,537,463 | $1.9B | 2.4% | — |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| JPMORGAN CHASE & CO | ADD | 6,065,726 | 10,061,204 | +65.9% | $3.1B |
| NORGES BANK | NEW | — | 4,859,284 | — | $1.6B |
| Nuveen, LLC | ADD | 2,676,457 | 4,120,416 | +54.0% | $1.4B |
| UBS Group AG | TRIM | 5,448,573 | 3,622,661 | -33.5% | $1.2B |
| GOLDMAN SACHS GROUP INC | ADD | 2,569,810 | 3,228,483 | +25.6% | $1.1B |
| Pictet Asset Management Holding SA | DOUBLED | 470,970 | 1,878,379 | +298.8% | $628.2M |
| Clearbridge Investments, LLC | TRIM | 2,614,702 | 1,851,373 | -29.2% | $619.9M |
| BARCLAYS PLC | ADD | 761,621 | 1,477,862 | +94.0% | $494.8M |
| Value Aligned Research Advisors, LLC | TRIM | 1,939,869 | 1,437,807 | -25.9% | $481.4M |
| ALKEON CAPITAL MANAGEMENT LLC | TRIM | 2,501,980 | 1,421,980 | -43.2% | $476.1M |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
14 insiders, 50 transactions. Net -$3.9M — $0.00 bought, $3.9M sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 24, 2026 | Johnson Eric M. | Chief Accounting Officer | AWARD | 0.51 | — | — |
| Sep 24, 2026 | Albertazzi Giordano | Chief Executive Officer | AWARD | 12.52 | — | — |
| Sep 24, 2026 | Poncheri Frank | Chief Human Resources Officer | AWARD | 3.61 | — | — |
| Sep 24, 2026 | Shen Wei | President, Greater China | AWARD | 0.55 | — | — |
| Sep 24, 2026 | Gill Stephanie L | Chief Legal Officer & Sec. | AWARD | 6.03 | — | — |
| Sep 24, 2026 | Sanghi Anand | Pres. Americas | AWARD | 4.45 | — | — |
| Sep 24, 2026 | Ryan Paul | President EMEA | AWARD | 3.17 | — | — |
| Sep 24, 2026 | Armul Scott | Chief Product and Tech Officer | AWARD | 5.97 | — | — |
| Sep 24, 2026 | Chamberlin Craig | Chief Financial Officer | AWARD | 1.47 | — | — |
| Sep 24, 2026 | Karlborg Anders | EVP, Man., Logistics and Op Ex | AWARD | 4.66 | — | — |
Congressional trades
VRT trades disclosed by members of Congress, with disclosure delay.
2 members · 2 buys / 0 sells
| Date | Member | Party | Chamber | Type | Amount | Asset | Disclosed |
|---|---|---|---|---|---|---|---|
| Mar 27, 2026 | Alan Armstrong | R | SENATE | BUY | $1,001 - $15,000 | Vertiv Holdings Co | Jul 22, 2026(117d) |
| Jan 30, 2026 | Gilbert Cisneros | D | HOUSE | BUY | $1,001 - $15,000 | Vertiv Holdings Co | Feb 16, 2026(18d) |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for VRT.
Shares short
14,150,447
Settlement Sep 15, 2026
Change vs prior
+2.8%
Semi-monthly cycle
Days to cover
2.3
At avg daily volume
Of shares outstanding
≈3.7%
Estimate — not % of float
All VRT filing & press-release reports (16)
- 8-K reportSep 2, 2026
- 8-K reportSep 2, 2026
- PRESS-RELEASE reportSep 2, 2026
- PRESS-RELEASE reportJul 15, 2026
- 8-K reportJun 12, 2026
- INST-CLUSTER reportJun 12, 2026
- 8-K reportJun 3, 2026
- 8-K reportApr 27, 2026
- DEFA14A reportApr 24, 2026
- 8-K reportApr 22, 2026
- 8-K reportApr 13, 2026
- CLUSTER reportMar 30, 2026
- CLUSTER reportMar 10, 2026
- CLUSTER reportMar 10, 2026
- CLUSTER reportMar 3, 2026
- INST-CLUSTER reportFeb 28, 2026