Vertiv Holdings Co (VRT)
NYSE · Price as of · Delayed Quote
- 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.
- Analysts26
- Implied upside+20.5%
- Target range$236.00 to $427.00
- EPS expected$1.83 +47%
- A year ago$1.24
- Revenue expected$3.77B +41%
- Estimate range$1.79 to $1.94
VRT closed at $280.53 on Sep 4, up 1.9% since Aug 6. Chart read: price above the 200-day moving average but below the 50-day; the 50-day is above the 200-day (uptrend structure); trading at 62% of the 52-week range ($121.82 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 | Own call |
| Steven Reinemund · Director | Sell | $25.4M | February 26, 2026 | Own call |
| David M Cote · Executive Chairman | Sell | $10.2M | February 26, 2026 | Own call |
| Steven Reinemund · Director | Sell | $12.8M | August 26, 2025 | Own call |
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
| Date | Member | Action | Amount | |
|---|---|---|---|---|
| 2026-03-27 | Alan Armstrong | Purchase | $1,001 - $15,000 |
SEC filings
| Form | Filed | Description |
|---|---|---|
| 4 | September 2, 2026 | OWNERSHIP DOCUMENT |
| 8-K | September 2, 2026 | 8-K |
| 8-K | September 2, 2026 | 8-K |
| 144 | September 1, 2026 | View on EDGAR |
| 10-Q | July 29, 2026 | 10-Q |
| 8-K | July 29, 2026 | 8-K |
| 4 | June 26, 2026 | FORM 4 |
| 4 | June 26, 2026 | FORM 4 |
Vertiv news
All 19 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.
Data center backlash is reshaping the U.S. AI buildout. The midterms are accelerating it.
Pennsylvania has fully permitted five of more than 100 proposed data centers. Trump is urging communities to accept the projects while candidates in both parties answer to voters who oppose them.
Nebius (NBIS) soars 27% as explosive AI demand burns Michael Burry's short
Nebius grew Q2 revenue 454% to $582 million, swung to a profit, and jumped about 27% as CEO Arkady Volozh said AI demand keeps growing exponentially. The whole data center trade rallied, and Michael Burry's fresh short went underwater.
The AI trade rallied Monday. Memory fell as much as 8% at the open even as chip prices kept rising.
Micron (MU) has lost a third of its value since June 25 and SanDisk nearly half. CoreWeave and Vertiv fell about half as far, and Nvidia rose. Memory contract prices never fell. What changed is the rate of increase, which went from 93-98% a quarter to a forecast 13-18%.
Frequently asked questions
When does VRT report earnings?
Vertiv Holdings Co (VRT) is scheduled to report quarterly results on October 21, 2026 (estimated). The 23-analyst consensus is $1.83 per share on revenue of $3.77B for the quarter ending 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. The date is an estimate from past reporting patterns and can move until the company confirms it.
What do analysts expect for VRT?
26 analysts cover Vertiv Holdings Co (VRT). The consensus rating is Strong buy. The average price target is $338.15, 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 September 2, 2026.