Vertiv Holdings Co (VRT)
NYSE · Price as of
- Profitability20/20
Profitable and growing: $1.78B net income over the last four reported quarters, up from $1.03B the year before.
- Insider buying vs selling11/20
Insiders are sellers only: 8 sells worth $3.9M, no open-market buys, across the last 20 Form 4s. Routine executive selling is common, so this is only a mild negative. Separately, 1 new 5%+ stake disclosure (13D/13G) hit in the last 6 months, which is big-money accumulation.
- Dilution and offerings11/15
Share count up 0.8% in a year with 3 offering-related filings. Mild dilution.
- Analysts28
- Implied upside+70.3%
- Target range$236.00 to $427.00
- EPS expected$1.82 +47%
- A year ago$1.24
- Revenue expected$3.76B +41%
- Estimate range$1.79 to $1.92
VRT closed at $195.59 on Oct 22, down 21.4% since Sep 23. Chart read: price below both the 50-day and 200-day moving averages; the 50-day is below the 200-day (downtrend structure); trading at 20% of the 52-week range ($149.83 to $376.23).
Insider buying and selling at Vertiv Holdings Co (VRT)
The most recent Form 4 on record for Vertiv Holdings Co (VRT) is March 6, 2026, when Edward L Monser, Director, sold $19.0M of stock. That sale ran under a pre-arranged 10b5-1 plan, so it was scheduled ahead of time rather than decided that week.
| Insider | Action | Value | Date | Type |
|---|---|---|---|---|
| Edward L Monser · Director | Sell | $19.0M | March 6, 2026 | Routine |
| Roger Fradin · Director | Sell | $51.4M | February 26, 2026 | Red flag |
| Steven Reinemund · Director | Sell | $25.4M | February 26, 2026 | Red flag |
| David M Cote · Executive Chairman | Sell | $10.2M | February 26, 2026 | Red flag |
| Steven Reinemund · Director | Sell | $12.8M | August 26, 2025 | Worth a look |
Filed notices to sell
A Form 144 is filed beforean insider sells restricted stock. The Form 4 reporting the completed trade isn't due until two business days after the sale, so these land first. They are intentions, not transactions.
| Insider | Value | Filed | Status | Type |
|---|---|---|---|---|
| MONSER EDWARD L · Director | $4.0M | September 1, 2026 | Executed | Routine |
Congress trades in VRT
| Date | Member | Action | Amount | |
|---|---|---|---|---|
| 2026-03-27 | Alan Armstrong OK | Purchase | $1,001 - $15,000 |
SEC filings
| Form | Filed | Description |
|---|---|---|
| 4 | October 6, 2026 | FORM 4 |
| 3 | October 5, 2026 | FORM 3 |
| 4 | September 25, 2026 | FORM 4 |
| 4 | September 25, 2026 | FORM 4 |
| 4 | September 25, 2026 | FORM 4 |
| 4 | September 25, 2026 | FORM 4 |
| 4 | September 25, 2026 | FORM 4 |
| 4 | September 25, 2026 | FORM 4 |
Vertiv news
All 22 articles
Vertiv (VRT) is paying $1.45 billion for a microgrid firm so data centers can stop waiting on the grid
Vertiv agreed to buy UtilityInnovation Group for about $1.45 billion in cash, plus up to $1.15 billion in earnouts, a price it put at roughly 13 times UIG's expected 2027 EBITDA. The deal extends Vertiv from the rack out to the utility interconnect.
The densest AI racks need liquid cooling. Vertiv (VRT), nVent (NVT) and Modine (MOD) sell the infrastructure.
Vertiv, nVent and Modine all sell into the AI liquid-cooling shift, but their growth, margins and customer concentration are not the same. A sourced, company-by-company comparison.
AI GPU arrives in weeks. The power gear behind it takes years: GE Vernova (GEV), Vertiv (VRT), Eaton (ETN), Quanta (PWR) and Powell (POWL)
The chip is the easy part. Data centers are stuck waiting on turbines, transformers and switchgear that take years to build. Here's what GE Vernova, Vertiv, Eaton, Quanta and Powell each sell into that shortage, and how big their order books have gotten.
AI's quiet winners: ASML, AMD and Vertiv VRT lead at the June 30, 2026 open
On the last trading day of the first half, the AI suppliers led again. ASML, Arm (ARM) and Vertiv (VRT) each rose about 4%, while Micron (MU) is up roughly 300% in 2026.
Articles that mention Vertiv without it being the main subject.
Nvidia (NVDA) says its new DSX POD AI factories can be deployed in as little as 14 days, down from six months
Huang said a three-month delay could postpone $10 billion in revenue. The keynote capped a week of startup deals across Europe.
What the EU's new data-center energy and water disclosure rules mean for AI stocks
The European Commission proposed energy and water labels for Europe's data centers, covering any facility at 500 kW or more. The rules do not cap energy or water use. Here is what they require, why the EU is acting, and what they mean for AI stocks with the biggest European footprints.
Three AI CEOs asked for a slowdown. Chipmakers sold off worldwide, and cybersecurity stocks went up.
Dario Amodei asked AI labs to slow the pace of capability development, and Sam Altman and Elon Musk agreed. The selloff that followed hit the AI supply chain and bid up the companies that sell defenses against it.
Frequently asked questions
When does VRT report earnings?
Vertiv Holdings Co (VRT) is scheduled to report quarterly results on October 28, 2026, before the open. The 25-analyst consensus is $1.82 per share on revenue of $3.76B for the quarter ended September 30, 2026, against $1.24 and $2.68B a year earlier. It has beaten the consensus EPS estimate in all four of the last four quarters.
What do analysts expect for VRT?
28 analysts cover Vertiv Holdings Co (VRT). The consensus rating is Strong buy. The average price target is $333.00, in a range of $236.00 to $427.00.
Are insiders buying or selling VRT?
We track Form 4 filings for Vertiv Holdings Co (VRT). The activity listed on this page shows 5 qualifying sales. Each row is labelled Routine when the filer declared a pre-arranged 10b5-1 plan, Tax withholding when shares were sold automatically to cover the tax on a vest, or Own call when neither applies.
Where can I see VRT SEC filings?
Recent filings are listed on this page, newest first. The latest is a 4 filed October 6, 2026.