VRT

Vertiv Holdings Co

NYSE · Electronic Components, NEC · Inc. DE · CIK 0001674101
$327.46 +1.26% $125.8B
Insider Selling Cluster (4 insiders)High Impact Filing (7/10)4 New Institutional Positions
Vol
Market Cap$125.8B
Cap SizeLarge Cap
Analyst ConsensusStrong Buy (82%)
Inst. Holders10 funds
Inst. Value$11.6B
Inst. Activity4 buys / 0 sells
Insider Activity0B / 5S
Insider Net $-$15.7M
Reddit Sentiment52° Neutral
SEC Reports9
Congressional1 trades
Exchange NYSE·Sector Electronic Components, NEC·Inc. DE·CIK 0001674101·Prev Close $323.40

Recent Activity

May 22, 2026 short_volume
Short Volume: VRT — 60.8% short (1.2M / 2.0M)
Short: 1,228,893 | Exempt: 6,777 | TRF Vol: 2,021,622 | Short Ratio: 60.8% | Off-exchange volume (da
May 5, 2026 Insider
He Ying Frieda sold 3,941 shares
Chief Procurement Officer @ $0.00 ($0.00)
May 4, 2026 Insider
Karlborg Anders sold 144 shares
EVP, Man., Logistics and Op Ex @ $330.97 ($47.7K)
May 4, 2026 Insider
Armul Scott sold 511 shares
Chief Product and Tech Officer @ $330.97 ($169.1K)
Apr 27, 2026 SEC
Vertiv Holdings Co (VRT) announced the acquisition of Strategic Thermal Labs LLC, a specialist in advanced liquid-coolin
8-K — Impact 7/10
Apr 24, 2026 SEC
Vertiv Holdings Co is holding its annual shareholder meeting on June 17, 2026, where shareholders will vote on director
DEFA14A — Impact 3/10
Apr 22, 2026 SEC
Vertiv reported strong Q1 2026 results with $2.65B revenue (30% YoY growth) and adjusted diluted EPS of $1.17, beating c
8-K — Impact 8/10
Inst.
NORGES BANK — NEW
4,991,672 shares ($808.7M)

Price Targets

$369.64 +12.9% upside Buy
Current $327.46 Low $188.00 Median $376.00 High $500.00 25 analysts
$188.00 $500.00

Analyst Ratings

Strong Buy82% buy · 34 analysts
7Strong Buy
21Buy
5Hold
1Sell
0Strong Sell
Recent Analyst Actions
DateFirmActionRating
May 21, 2026 Oppenheimer MAINTAIN Outperform → Outperform
May 20, 2026 TD Cowen MAINTAIN Buy → Buy
May 15, 2026 B of A Securities MAINTAIN Buy → Buy
May 15, 2026 Loop Capital INITIATE Buy
May 15, 2026 Barclays MAINTAIN Overweight → Overweight

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $1.42 ▲ +0.8% $1.38 — $1.59 50% YoY 21
Next Q $1.78 ▲ +1.4% $1.66 — $1.86 44% YoY 21
Current FY $6.49 ▲ +2.0% $6.21 — $7.16 55% YoY 25
Next FY $8.84 ▲ +7.9% $7.99 — $11.25 36% YoY 25

Top Institutional Holders

FundValueMove
VANGUARD GROUP INC$6.2B
BANK OF AMERICA CORP$1.5BADD
FMR LLC$1.1B
MORGAN STANLEY$1.0BADD
NORGES BANK$808.7MNEW

Recent Insider Trades

DateInsiderTypeValue
May 5, 2026He YingA$0.00
May 4, 2026Karlborg AndersF$47.7K
May 4, 2026Armul ScottF$169.1K
May 4, 2026Ryan PaulF$243.3K
Mar 26, 2026Albertazzi GiordanoA$0.00

Reddit Sentiment

52°
Neutral
Bearish Neutral Bullish
23 mentions 5 bullish 4 bearish

Congressional Trades

1 members: 1 buys, 0 sells
MemberPartyTypeAmount
Gilbert CisnerosDBUY$1,001 - $15,000
10 institutional holders with $11.6B total value (71,321,434 shares) as of 2025-Q4. Top holders: VANGUARD, BANK, FMR. Net buying activity: 4 institutions added/increased vs 0 reduced.

Top Institutional Holders — 2025-Q4

#FundSharesValue% of TrackedLast Move
1VANGUARD GROUP INC38,258,636$6.2B53.6%
2BANK OF AMERICA CORP /DE/9,231,337$1.5B12.9%ADD +28.8%
3FMR LLC6,893,672$1.1B9.7%
4MORGAN STANLEY6,343,129$1.0B8.9%ADD +32.1%
5NORGES BANK4,991,672$808.7M7.0%NEW
6WELLS FARGO & COMPANY/MN2,364,831$383.1M3.3%
7CHARLES SCHWAB INVESTMENT MANAGEMENT INC2,041,985$330.8M2.9%NEW
8RENAISSANCE TECHNOLOGIES LLC1,144,329$185.4M1.6%DOUBLED +219.5%
9TWO SIGMA INVESTMENTS, LP42,700$6.9M0.1%NEW
10Mawer Investment Management Ltd.9,143$1.5M0.0%NEW

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
NORGES BANKNEW4,991,672$808.7M2025-Q4
RENAISSANCE TECHNOLOGIES LLCDOUBLED358,2121,144,329+219.5%$185.4M2025-Q4
TWO SIGMA INVESTMENTS, LPNEW42,700$6.9M2025-Q4
Mawer Investment Management Ltd.NEW9,143$1.5M2025-Q4
RENAISSANCE TECHNOLOGIES LLCADD261,812358,212+36.8%$54.0M2025-Q3
NORGES BANKEXIT4,190,7290-100.0%$0.002025-Q3
BANK OF AMERICA CORP /DE/ADD8,958,26711,535,039+28.8%$1.5B2025-Q2
MORGAN STANLEYADD6,266,6328,279,557+32.1%$1.1B2025-Q2
NORGES BANKNEW4,190,729$538.1M2025-Q2
RENAISSANCE TECHNOLOGIES LLCTRIM874,212261,812-70.1%$33.6M2025-Q2
UBS Group AGADD3,747,7755,123,750+36.7%$369.9M2025-Q1
RENAISSANCE TECHNOLOGIES LLCTRIM2,404,712874,212-63.6%$63.1M2025-Q1
TWO SIGMA INVESTMENTS, LPEXIT226,5030-100.0%$0.002025-Q1
NORGES BANKEXIT3,448,4390-100.0%$0.002025-Q1
MORGAN STANLEYADD4,122,4915,698,411+38.2%$647.4M2024-Q4
UBS Group AGADD2,544,1923,747,775+47.3%$425.8M2024-Q4
CHARLES SCHWAB INVESTMENT MANAGEMENT INCNEW1,700,194$169.2M2024-Q3
21 unique insiders with 5 transactions. Net insider value: -$15.7M ($0.00 bought, $15.7M sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
May 5, 2026He Ying FriedaChief Procurement OfficerA3,941$0.00$0.00
May 4, 2026Karlborg AndersEVP, Man., Logistics and Op ExF144$330.97$47.7K
May 4, 2026Armul ScottChief Product and Tech OfficerF511$330.97$169.1K
May 4, 2026Ryan PaulPresident EMEAF735$330.97$243.3K
Mar 26, 2026Albertazzi GiordanoChief Executive OfficerA11.08$0.00$0.00
Mar 26, 2026Gill Stephanie LChief Legal Officer & Corp SecA5.33$0.00$0.00
Mar 26, 2026Johnson Eric M.Chief Accounting OfficerA0.45$0.00$0.00
Mar 26, 2026Armul ScottChief Product and Tech OfficerA5.55$0.00$0.00
Mar 26, 2026Poncheri FrankChief Human Resources OfficerA3.19$0.00$0.00
Mar 26, 2026Karlborg AndersEVP, Man., Logistics and Op ExA4.39$0.00$0.00
Mar 26, 2026Chamberlin CraigChief Financial OfficerA1.3$0.00$0.00
Mar 26, 2026Ryan PaulPresident, EMEAA3.13$0.00$0.00
Mar 26, 2026Sanghi AnandPres. AmericasA3.94$0.00$0.00
Mar 26, 2026Shen WeiPresident, Greater ChinaA0.49$0.00$0.00
Mar 15, 2026Shen WeiPresident, Greater ChinaF930$258.88$240.8K
Mar 6, 2026Sanghi AnandPres. AmericasA14,259$0.00$0.00
Mar 6, 2026Albertazzi GiordanoChief Executive OfficerA159,707$0.00$0.00
Mar 6, 2026REINEMUND STEVENDirectorA5,578$0.00$0.00
Mar 6, 2026Gill Stephanie LChief Legal Officer & Sec.A14,259$0.00$0.00
Mar 6, 2026MONSER EDWARD LDirectorM38,647$12.05$465.7K
Mar 6, 2026MONSER EDWARD LDirectorM38,647$0.00$0.00
Mar 6, 2026Johnson Eric M.Chief Accounting OfficerA620$0.00$0.00
Mar 6, 2026Karlborg AndersEVP, Man., Logistics and Op ExA7,415$0.00$0.00
Mar 6, 2026Shen WeiPresident, Greater ChinaA6,274$0.00$0.00
Mar 6, 2026Ryan PaulPresident EMEAA7,985$0.00$0.00
Mar 6, 2026DEANGELO JOSEPH JDirectorA5,578$0.00$0.00
Mar 6, 2026MONSER EDWARD LDirectorSELL1,700$239.34$406.9K
Mar 6, 2026FRADIN ROGERDirectorA5,578$0.00$0.00
Mar 6, 2026Kotzubei JacobDirectorA5,578$0.00$0.00
Mar 6, 2026Chamberlin CraigChief Financial OfficerA22,815$0.00$0.00
Mar 6, 2026Louie MatthewDirectorA5,578$0.00$0.00
Mar 6, 2026DOKKUM JAN VANDirectorA5,578$0.00$0.00
Mar 6, 2026Armul ScottChief Product and Tech OfficerA17,111$0.00$0.00
Mar 6, 2026Johnson Eric M.Chief Accounting OfficerA2,851$0.00$0.00
Mar 6, 2026Giresi MichaelChief Information OfficerA7,985$0.00$0.00
Mar 6, 2026Poncheri FrankChief Human Resources OfficerA6,274$0.00$0.00
Mar 6, 2026Haussler Jakki L.DirectorA5,578$0.00$0.00
Mar 6, 2026MONSER EDWARD LDirectorA5,578$0.00$0.00
Feb 27, 2026FRADIN ROGERDirectorSELL20,808$251.61$5.2M
Feb 26, 2026Karlborg AndersEVP, Man., Logistics and Op ExM4,783$0.00$0.00
Feb 26, 2026DOKKUM JAN VANDirectorM38,647$20.56$794.6K
Feb 26, 2026DOKKUM JAN VANDirectorM38,647$20.56$794.6K
Feb 26, 2026COTE DAVID MExecutive ChairmanSELL2,124$250.23$531.5K
Feb 26, 2026REINEMUND STEVENDirectorSELL19,206.85$250.14$4.8M
Feb 26, 2026Karlborg AndersEVP, Man., Logistics and Op ExM4,783$14.49$69.3K
Feb 26, 2026FRADIN ROGERDirectorSELL18,561$252.61$4.7M
Feb 12, 2026Albertazzi GiordanoChief Executive OfficerA47,567$0.00$0.00
Feb 12, 2026Poncheri FrankChief Human Resources OfficerA8,387$0.00$0.00
Feb 12, 2026Sanghi AnandPres. AmericasA16,913$0.00$0.00
Feb 12, 2026Ryan PaulPresident, EMEAA6,554$0.00$0.00

No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.

Current analyst consensus: Strong Buy (82% buy). Based on 34 analysts: 7 strong buy, 21 buy, 5 hold, 1 sell, 0 strong sell.

Analyst Price Targets

$369.64 mean target +12.9% upside Buy (1.52)
$188.00 Low $500.00 High
MetricValue
Current Price$327.46
Target Low$188.00
Target Mean$369.64
Target Median$376.00
Target High$500.00
# Analysts25
RecommendationBuy (1.52)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-06-30
$1.42 $1.38 $1.59 49.9% +0.8% 9↑ 9↓ $3.4B 28.0% 21
Next Q
2026-09-30
$1.78 $1.66 $1.86 43.8% +1.4% 17↑ 1↓ $3.7B 38.5% 21
Current FY
2026-12-31
$6.49 $6.21 $7.16 54.5% +2.0% 21↑ 0↓ $13.9B 35.7% 25
Next FY
2027-12-31
$8.84 $7.99 $11.25 36.2% +7.9% 22↑ 0↓ $17.8B 28.3% 25

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$1.424
7d ago$1.428-0.004
30d ago$1.413+0.012
60d ago$1.429-0.005
90d ago$1.428-0.003
15 analyst firms have rated this stock: 1 upgrades, 1 downgrades, 3 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
May 21, 2026 Oppenheimer MAINTAIN Outperform Outperform
May 20, 2026 TD Cowen MAINTAIN Buy Buy
May 15, 2026 B of A Securities MAINTAIN Buy Buy
May 15, 2026 Loop Capital INITIATE Buy
May 15, 2026 Barclays MAINTAIN Overweight Overweight
May 15, 2026 RBC Capital MAINTAIN Outperform Outperform
May 12, 2026 Evercore ISI Group MAINTAIN Outperform Outperform
May 7, 2026 Citigroup MAINTAIN Buy Buy
Apr 24, 2026 JP Morgan MAINTAIN Overweight Overweight
Apr 23, 2026 RBC Capital MAINTAIN Outperform Outperform
Apr 23, 2026 TD Cowen MAINTAIN Buy Buy
Apr 23, 2026 Citigroup MAINTAIN Buy Buy
Apr 23, 2026 Barclays MAINTAIN Overweight Overweight
Apr 23, 2026 Morgan Stanley MAINTAIN Overweight Overweight
Apr 14, 2026 BNP Paribas INITIATE Outperform
Apr 14, 2026 Goldman Sachs MAINTAIN Buy Buy
Apr 13, 2026 Citigroup MAINTAIN Buy Buy
Apr 1, 2026 Barclays MAINTAIN Overweight Overweight
Mar 25, 2026 HSBC INITIATE Buy
Feb 12, 2026 RBC Capital MAINTAIN Outperform Outperform
Feb 12, 2026 Citigroup MAINTAIN Buy Buy
Feb 12, 2026 Goldman Sachs MAINTAIN Buy Buy
Feb 12, 2026 Barclays MAINTAIN Overweight Overweight
Feb 12, 2026 Mizuho MAINTAIN Outperform Outperform
Jan 16, 2026 JP Morgan MAINTAIN Overweight Overweight
Jan 2, 2026 Barclays UPGRADE Equal-Weight Overweight
Dec 9, 2025 Goldman Sachs MAINTAIN Buy Buy
Dec 9, 2025 Wolfe Research DOWNGRADE Outperform Peer Perform
Dec 8, 2025 Citigroup MAINTAIN Buy Buy

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
May 1, 202672151082%
Apr 1, 202681951082%
Mar 1, 202691841084%
Feb 1, 202691841084%
Jan 1, 202691751081%
Strong BuyBuyHoldSellStrong Sell
1 members of Congress traded this stock: 1 buys, 0 sells.

Congressional Trades

DateMemberPartyChamberTypeAmountAssetDisclosed
Jan 30, 2026Gilbert CisnerosDHOUSEBUY$1,001 - $15,000Vertiv Holdings CoFeb 16, 2026 (18d)
52°
Neutral
Bearish Neutral Bullish
23 mentions 5 bullish 4 bearish 21 time periods

Reddit Sentiment History

DateMentionsSentimentBullishBearishThreads
May 12, 2026140° Cool011
May 12, 2026140° Cool011
May 11, 2026140° Cool011
May 11, 2026140° Cool011
May 7, 2026156° Neutral001
May 4, 2026150° Neutral001
May 4, 2026150° Neutral001
Apr 27, 2026156° Neutral001
Apr 27, 2026156° Neutral001
Apr 13, 2026244° Neutral002
Apr 13, 2026144° Neutral001
Apr 5, 2026150° Neutral001
Apr 5, 2026150° Neutral001
Mar 23, 2026160° Warm101
Feb 27, 2026250° Neutral002
Feb 27, 2026150° Neutral001
Feb 26, 2026160° Warm101
Feb 24, 2026160° Warm101
Feb 21, 2026160° Warm101
Feb 19, 2026160° Warm101
Feb 2, 2026150° Neutral001

Recent Reddit Threads

r/stocks Neutral 1mo ago
Best energy stock to buy and hold for next 2 decades
▲ 1 💬 0 ⚡ 0.5
r/wallstreetbets Neutral 1mo ago
M&A Alert: $VRT - Vertiv has acquired BMarko Structures.
▲ 1 💬 0 ⚡ 0.5
r/wallstreetbets Bearish 12d 11h ago
Eugene's back in the game with a high conviction bet: KEEL
▲ 1 💬 2 ⚡ 0.5
r/stocks Neutral 16d 9h ago
Anyone know of an AI Energy and Infrastructure ETF - minus semiconductor?
▲ 1 💬 0 ⚡ 0.5
r/stocks Neutral 20d 1h ago
AI Adjacent Stocks that haven’t popped yet? Early days of VRT, MOD, NVT.
▲ 1 💬 0 ⚡ 0.5
r/options Bearish 11d 4h ago
VRT: Buying Puts On AI Infrastructure (Jan'27 340/260 Put Debit Spread)
▲ 1 💬 0 ⚡ 0.5
r/investing Neutral 26d 15h ago
What's the next big idea in AI downstream?
▲ 1 💬 0 ⚡ 0.5
r/stocks Neutral 1mo ago
M&A Alert: $VRT - Vertiv has acquired BMarko Structures.
▲ 1 💬 0 ⚡ 0.5
r/stocks Bullish 2mo ago
Updated consideration for VRT at the current price
▲ 1 💬 0 ⚡ 0.4
r/stockmarket Bullish 2mo ago
my picks for 2026, gonna boom!
▲ 11 💬 10 ⚡ 0.3
r/stocks Bullish 3mo ago
How do you evaluate infrastructure stocks beyond surface level AI hype?
▲ 8 💬 11 ⚡ 0.1
r/stocks Neutral 2mo ago
$VRT most likely be added to S&P500 for next rebalance
▲ 1 💬 0 ⚡ 0.0
r/investing Neutral 2mo ago
$VRT most likely be added to S&P500 for next rebalance
▲ 1 💬 0 ⚡ 0.0
r/investing Neutral 2mo ago
My quick review of the 5 year old "10x in 5-10 years" post
▲ 1 💬 0 ⚡ 0.0
May 22, 2026
short_volume
Short Volume: VRT — 60.8% short (1.2M / 2.0M)
Short: 1,228,893 | Exempt: 6,777 | TRF Vol: 2,021,622 | Short Ratio: 60.8% | Off-exchange volume (dark pool + OTC)
May 21, 2026
short_volume
Short Volume: VRT — 55.9% short (1.1M / 2.0M)
Short: 1,128,515 | Exempt: 11 | TRF Vol: 2,018,407 | Short Ratio: 55.9% | Off-exchange volume (dark pool + OTC)
May 15, 2026
short_volume
Short Volume: VRT — 58.2% short (1.0M / 1.8M)
Short: 1,037,453 | Exempt: 7,124 | TRF Vol: 1,781,817 | Short Ratio: 58.2% | Off-exchange volume (dark pool + OTC)
May 14, 2026
short_volume
Short Volume: VRT — 60.8% short (1.0M / 1.6M)
Short: 997,029 | Exempt: 1 | TRF Vol: 1,640,202 | Short Ratio: 60.8% | Off-exchange volume (dark pool + OTC)
May 13, 2026
short_volume
Short Volume: VRT — 58.0% short (1.2M / 2.1M)
Short: 1,195,329 | Exempt: 6,024 | TRF Vol: 2,060,651 | Short Ratio: 58.0% | Off-exchange volume (dark pool + OTC)
May 11, 2026
short_volume
Short Volume: VRT — 58.7% short (1.9M / 3.2M)
Short: 1,871,186 | Exempt: 2,397 | TRF Vol: 3,186,309 | Short Ratio: 58.7% | Off-exchange volume (dark pool + OTC)
May 8, 2026
short_volume
Short Volume: VRT — 59.0% short (0.9M / 1.6M)
Short: 935,125 | Exempt: 3,773 | TRF Vol: 1,584,316 | Short Ratio: 59.0% | Off-exchange volume (dark pool + OTC)
May 6, 2026
short_volume
Short Volume: VRT — 57.4% short (1.3M / 2.3M)
Short: 1,318,274 | Exempt: 4,785 | TRF Vol: 2,296,705 | Short Ratio: 57.4% | Off-exchange volume (dark pool + OTC)
May 4, 2026
short_volume
Short Volume: VRT — 60.2% short (1.4M / 2.3M)
Short: 1,405,690 | Exempt: 239 | TRF Vol: 2,334,244 | Short Ratio: 60.2% | Off-exchange volume (dark pool + OTC)
May 1, 2026
short_volume
Short Volume: VRT — 61.8% short (1.4M / 2.3M)
Short: 1,405,167 | Exempt: 12,022 | TRF Vol: 2,272,500 | Short Ratio: 61.8% | Off-exchange volume (dark pool + OTC)
Apr 30, 2026
short_volume
Short Volume: VRT — 59.7% short (1.6M / 2.6M)
Short: 1,580,045 | Exempt: 7,232 | TRF Vol: 2,648,538 | Short Ratio: 59.7% | Off-exchange volume (dark pool + OTC)
Apr 27, 2026
short_volume
Short Volume: VRT — 67.8% short (1.7M / 2.5M)
Short: 1,696,904 | Exempt: 22,339 | TRF Vol: 2,503,796 | Short Ratio: 67.8% | Off-exchange volume (dark pool + OTC)
Apr 27, 2026
dark_pool
Dark Pool: VRT — 8.2M shares, 167,721 trades
Week starting 2026-04-27. Total ATS volume: 8,204,485 shares across 167,721 trades.
Apr 24, 2026
short_volume
Short Volume: VRT — 60.5% short (1.4M / 2.4M)
Short: 1,446,145 | Exempt: 109,799 | TRF Vol: 2,391,042 | Short Ratio: 60.5% | Off-exchange volume (dark pool + OTC)
Apr 22, 2026
earnings_calendar
VRT Q1 2026 Earnings Scheduled — 2026-04-22