your badges 52W Range $148–$380 45% of range Analyst Rating BUY 36 analysts Price Target $337 +33% upside P/E 57.3 ROE 43.9% Net Profit Margin 15.1%

VRT Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range

03
Price $253.14
Market Cap (MRQ) $97.44B
P/E (TTM) 57.3
EPS (TTM) $4.42
Revenue (TTM) $11.48B
Div Yield 0.07%
ROE (TTM) 43.9%
Debt/Equity (MRQ) 0.6
52W Range $148–$380

VRT Stock Price Chart Daily OHLCV with technical indicators — pan, zoom, and customize your view

04
range
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Bar granularity adapts to the selected period — hover the chart to see open/high/low/close for a bar.

10-Year Performance Revenue, net income, margins and EPS trends

06
Revenue$10.23B
2017-12-31 → 2025-12-31
EPS$3.41
2018-12-31 → 2025-12-31
Free Cash Flow$1.89B
2020-12-31 → 2025-12-31
Net margin15.1%
2020-12-31 → 2025-12-31
Valuation & Ratios 07–12

Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?

Metric 5Y trend VRT 5Y avg Peer Median Verdict
P/E (TTM) 57.35Y avg ≈-17.8 ≈-17.8 40.9 Overvalued
P/S (TTM) 8.55Y avg ≈3.4 ≈3.4 4.3 Overvalued
P/B (MRQ) 20.55Y avg ≈10.6 ≈10.6 4.4 Overvalued
EV / EBITDA 46.05Y avg ≈22.9 ≈22.9 20.3 Overvalued
Price / FCF (TTM) 33.35Y avg ≈28.4 ≈28.4 · ·
Price / Cash Flow (TTM) 29.15Y avg ≈18.6 ≈18.6 23.8 Overvalued
EV / Revenue 9.65Y avg ≈3.7 ≈3.7 · ·
EV / FCF 51.95Y avg ≈30.7 ≈30.7 · ·
Price / Tangible Book (MRQ) 33.0 · · ·

Peer median is calculated on a standardized basis per metric and may not always match the TTM/MRQ basis shown for this stock.

value · ≈ 5Y avg · industry median · verdict relative to median

Dividends Yield, payout ratio, dividend history, 5Y CAGR

13
Dividend Yield0.07%
Payout Ratio5.0%
Annualized Payout≈$0.25Paid quarterly
Growth Streak≈3Consecutive years of dividend growth
Ex-dateAmountCurrencyYield
Sep 14, 2026$0.06USD≈0.12%
Jun 15, 2026$0.06USD≈0.08%
Mar 17, 2026$0.06USD≈0.08%
Nov 25, 2025$0.06USD≈0.10%
Sep 15, 2025$0.04USD≈0.13%
Jun 16, 2025$0.04USD≈0.14%
Mar 18, 2025$0.04USD≈0.15%
Dec 3, 2024$0.04USD≈0.09%
Sep 17, 2024$0.03USD≈0.11%
Jun 17, 2024$0.03USD≈0.08%
Mar 18, 2024$0.03USD≈0.06%
Dec 8, 2023$0.03USD≈0.05%
Nov 29, 2022$0.01USD≈0.08%
Nov 30, 2021$0.01USD≈0.04%
Dec 1, 2020$0.01USD≈0.05%

Earnings History EPS actual vs estimate, surprise %, beat rate, next earnings date

14
Avg Surprise 11.1%
Next Report Oct 20, 2026
PeriodReportEPS ActualEPS EstSurprise
June 30, 2026 Jul 28, 2026 $1.52 $1.44 5.7%
March 31, 2026 $1.17 $1.01 16.0%
Dec. 31, 2025 $1.36 $1.29 5.1%
Sept. 30, 2025 $1.24 $1.00 24.3%
June 30, 2025 $0.95 $0.84 12.7%
March 31, 2025 $0.64 $0.62 3.0%

Full Fundamentals All metrics by year — income statement, balance sheet, cash flow

15
Income Statement 14
Metric Trend 202520242023202220212020201920182017
Revenue $10.23B$8.01B$6.86B$5.69B$5.00B$4.37B$4.43B$4.29B$0
Cost of Revenue $6.51B$5.08B$4.46B$4.08B$3.48B$2.90B$2.98B$2.87B·
R&D Expense $442M$368M$304M$282M$266M$229M$229M$198M·
SG&A Expense $1.62B$1.37B$1.31B$1.18B$1.11B$1.01B$1.10B$1.22B$1.3K
Operating Income $1.83B$1.37B$872M$223M$260M$214M$206M··
Interest Expense $86M$150M$180M$147M$91M$150M$310M$289M·
Pretax Income $1.74B$765M$534M$167M$166M$-255M$-104M$-271M$-1.3K
Income Tax $409M$270M$74M$90M$47M$73M$36M$50M$0
Net Income $1.33B$496M$460M$77M$120M$-327M$-141M$-314M$-1.3K
EPS (Basic) $3.49$1.32$1.21$0.20$0.34$-1.07$-1.19$-2.65·
EPS (Diluted) $3.41$1.28$1.19$-0.04$0.33$-1.07$-1.19$-2.65·
Shares (Basic) 381,712,181376,418,933380,144,059376,730,519355,544,632307,076,397118,261,955118,261,955·
Shares (Diluted) 390,652,824386,325,058386,226,267378,224,051360,140,323307,076,397118,261,955118,261,955·
EBITDA $2.14B$1.64B$1.14B$526M$487M$203M···
Balance Sheet 30
Metric Trend 202520242023202220212020201920182017
Cash & Equivalents $1.73B$1.23B$780M$261M$439M$535M$224M$215M·
Receivables $3.11B$2.36B$2.12B$1.89B$1.54B$1.35B$1.21B··
Inventory $1.46B$1.24B$884M$822M$616M$447M$401M··
Prepaid Expense ······$692.8K$341.4K·
Other Current Assets $426M$267M$219M$187M$107M$183M$181M··
Current Assets $6.82B$5.10B$4.00B$3.16B$2.70B$2.52B$2.02B$1M$25.0K
PP&E (Net) $922M$625M$560M$489M$489M$428M$428M··
PP&E (Gross) $1.45B$1.06B$932M$800M$755M$648M$592M··
Accum. Depreciation $526M$434M$372M$311M$266M$221M$164M··
Goodwill $2.03B$1.32B$1.33B$1.28B$1.33B$607M$606M$634M·
Intangibles $1.89B$1.49B$1.67B$1.82B$2.14B$1.30B$1.44B··
Other Non-current Assets $60M$92M$100M$134M$83M$197M$155M··
Total Assets $12.21B$9.13B$8.00B$7.10B$6.94B$5.07B$4.66B$697M$25.0K
Accounts Payable $1.76B$1.32B$986M$984M$858M$730M$637M$644.2K$1.3K
Accrued Liabilities $772M$613M$612M$514M$953M$902M$868M··
Current Liabilities $4.41B$3.10B$2.31B$1.90B$1.85B$1.74B$1.52B$1M$1.3K
Capital Leases $245M$167M$141M$130M$114M$107M$78M··
Deferred Tax $233M$240M$160M$176M$199M$116M$125M··
Other Non-current Liabilities $494M$282M$262M$220M$253M$485M$250M··
Total Liabilities $8.27B$6.70B$5.98B$5.65B$5.52B$4.56B$5.36B$25M$1.3K
Long-term Debt $2.91B$2.93B$2.94B$3.19B$2.97B$2.15B$3.47B··
Total Debt $2.91B$2.93B$2.94B$3.19B$2.97B$2.15B···
Common Stock $0$0$0$0$0$0$0··
Paid-in Capital $2.90B$2.82B$2.71B$2.63B$2.60B$1.79B$278M$271.9K$326.7K
Retained Earnings $1.03B$-238M$-692M$-1.14B$-1.22B$-1.33B$-1.00B$5M$-304.7K
Treasury Stock ··$0······
AOCI $18M$-149M$-4M$-46M$36M$52M$18M··
Stockholders' Equity $3.94B$2.43B$2.01B$1.44B$1.42B$512M$-705M$-540M$-130M
Liabilities + Equity $12.21B$9.13B$8.00B$7.10B$6.94B$5.07B$4.66B$697M$25.0K
Shares Outstanding 382,553,680380,703,974381,788,876377,368,837375,801,857342,024,612118,261,955118,261,955118,261,955
Cash Flow 17
Metric Trend 202520242023202220212020201920182017
D&A $309M$277M$271M$302M$227M$203M$203M$217M·
Stock-based Comp $46M$35M$25M$25M$23M$13M$0$0·
Amort. of Intangibles $212M$195M$197M$230M$158M$143M$146M$157M·
Restructuring $54M$5M$29M$700.0K$1M$74M$21M$46M·
Other Non-cash $766M$626M$211M$-1.01B$-292M$259M···
Operating Cash Flow $2.11B$1.32B$900M$-153M$211M$209M$58M$-222M·
CapEx $220M$167M$128M$100M$73M$44M$48M$65M·
Investing Cash Flow $-1.50B$-202M$-139M$-112M$-1.22B$-46M$-65M$-208M·
Stock Issued ···$0$0$1.83B$0$0·
Stock Repurchased $0$600M$0$0·····
Net Stock Activity $0$-600M·$0$0$1.83B···
Dividends Paid $67M$42M$10M$4M$4M$3M$0$0·
Financing Cash Flow $-72M$-652M$-248M$100M$915M$141M$15M$245M·
Net Change in Cash $558M$444M$515M$-174M$-96M$309M$8M$-173M·
Taxes Paid $428M$272M$153M$105M$97M$65M$49M$58M·
Free Cash Flow $1.89B$1.15B$773M$-253M$138M$164M···
Levered FCF $1.83B$1.05B$617M$-320M$72M$-29M···
Profitability 7
Metric Trend 202520242023202220212020201920182017
Operating Margin 17.9%17.1%12.7%3.9%5.2%····
Net Margin 13.0%6.2%6.7%1.4%2.4%-7.5%···
Pretax Margin 17.0%9.6%7.8%2.9%3.3%-5.8%···
EBITDA Margin 20.9%20.5%16.7%9.2%9.7%4.7%···
ROA 12.5%5.8%6.1%1.1%2.0%-6.7%0.62%1.4%·
ROE 37.7%23.3%24.7%5.7%10.9%-99.5%-1.3%100.6%·
ROIC 20.4%16.5%15.2%2.2%4.3%····
Liquidity & Solvency 5
Metric Trend 202520242023202220212020201920182017
Current Ratio 1.51.61.71.71.51.423.10.9·
Quick Ratio 1.11.21.31.11.11.10.00.7·
Debt / Equity 0.71.21.52.22.14.2···
LT Debt / Equity 0.71.21.42.22.14.2···
Interest Coverage 21.39.14.81.52.9····
Efficiency 3
Metric Trend 202520242023202220212020201920182017
Asset Turnover 1.00.90.90.80.80.90.00.0·
Inventory Turnover 4.84.85.25.76.56.8···
Receivables Turnover 3.73.63.43.33.53.4···
Per Share 5
Metric Trend 202520242023202220212020201920182017
Book Value / Share $10.30$6.39$5.28$3.82$3.77$1.50···
Revenue / Share $26.19$20.74$17.77$15.05$13.88$14.23···
Cash Flow / Share $5.41$3.42$2.33$-0.40$0.59$0.68···
Cash / Share $4.52$3.22$2.04$0.69$1.17$1.56···
EPS (TTM) $3.41$1.28$1.19$-0.04$0.33$-1.07$-1.19$-2.65·
Growth Rates 8
Metric Trend 202520242023202220212020201920182017
Revenue YoY 27.7%16.7%20.6%13.9%14.4%····
Revenue CAGR 3Y 21.6%17.0%16.2%······
Revenue CAGR 5Y 18.5%········
EPS YoY 166.4%7.6%·······
EPS CAGR 3Y ·57.1%·······
Net Income YoY 168.8%7.7%500.8%-35.9%·····
Net Income CAGR 3Y 159.1%60.6%·······
Dividends Paid CAGR 5Y 82.4%········
Valuation (TTM) 17
Metric Trend 202520242023202220212020201920182017
Revenue TTM $10.23B$8.01B$6.86B$5.69B$5.00B$4.37B$4.43B$4.29B·
Net Income TTM $1.33B$496M$460M$77M$120M$-327M$-141M$-314M·
Market Cap $61.98B$43.25B$18.34B$5.15B$9.38B$6.39B···
Enterprise Value $63.16B$44.95B$20.50B$8.09B$11.92B$8.00B···
P/E 47.588.840.4-341.575.7-17.4-9.3-3.7·
P/S 6.15.42.70.91.91.5···
P/B 15.717.89.13.66.612.5···
P / Tangible Book 4842.0········
P / Cash Flow 29.332.820.4-33.744.530.6···
P / FCF 32.737.523.7-20.468.238.8···
EV / EBITDA 29.527.317.915.424.539.4···
EV / FCF 33.439.026.5-32.086.748.7···
EV / Revenue 6.25.63.01.42.41.8···
Dividend Yield 0.11%0.10%0.05%0.07%0.04%0.05%···
Earnings Yield 2.1%1.1%2.5%-0.29%1.3%-5.7%-10.8%-27.0%·
Payout Ratio 5.0%8.5%2.1%5.0%3.2%-1.0%···
Annual Payout $67M$42M$10M$4M$4M$3M$0$0·

Most recent period on the left · null values shown as ·

Financial Statements Income statement, balance sheet, cash flow — annual, last 5 years

16
Metric 2025-12-312024-12-312023-12-312022-12-312021-12-31
Revenue $10.23B $8.01B $6.86B $5.69B $5.00B
Operating Margin % 17.9% 17.1% 12.7% 3.9% 5.2%
Net Income $1.33B $496M $460M $77M $120M
Diluted EPS $3.41 $1.28 $1.19 $-0.04 $0.33

Institutional owners (13F) 2,201 filers · $116.4B total · As of Sept. 30, 2026

17

Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.

Holders 2,201
Value held $116.4B
New positions 352
Exited positions 104
Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
352 (-60 vs prior Q) 104 (-18 vs prior Q) 845 (+178 vs prior Q) 711 (+52 vs prior Q) +4.8M

Compared to Q1 2026. SEC Form 13F filings are due within 45 days of quarter-end plus a short buffer for late filers — quarters still inside that window are skipped in favor of the most recent fully-reported pair.

Institution Value Shares % of tracked 13F Type
BlackRock, Inc. $12,027,222,895 35,921,459 10.33% Shares
VANGUARD CAPITAL MANAGEMENT LLC $8,399,949,093 25,087,955 7.21% Shares
VANGUARD GROUP INC $6,198,281,618 38,258,636 5.32% Shares
VANGUARD PORTFOLIO MANAGEMENT LLC $5,996,482,227 17,909,570 5.15% Shares
STATE STREET CORP $5,535,086,875 16,531,530 4.75% Shares
JPMORGAN CHASE & CO $3,088,488,277 10,061,204 2.65% Shares
GEODE CAPITAL MANAGEMENT, LLC $3,020,532,450 9,028,475 2.59% Shares
BANK OF AMERICA CORP /DE/ $2,772,546,920 8,280,709 2.38% Shares
MORGAN STANLEY $2,308,432,821 6,894,546 1.98% Shares
JANE STREET GROUP, LLC $1,979,589,768 5,912,400 1.70% Put option
Invesco Ltd. $1,854,053,288 5,537,463 1.59% Shares
NORGES BANK $1,626,985,469 4,859,284 1.40% Shares
FMR LLC $1,438,672,695 4,296,854 1.24% Shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP $1,406,679,266 4,201,300 1.21% Call option
Nuveen, LLC $1,379,597,370 4,120,416 1.18% Shares
WELLINGTON MANAGEMENT GROUP LLP $1,270,427,616 3,794,360 1.09% Shares
NORTHERN TRUST CORP $1,240,306,537 3,704,398 1.07% Shares
UBS Group AG $1,212,939,355 3,622,661 1.04% Shares
JANE STREET GROUP, LLC $1,182,048,528 3,530,400 1.02% Call option
GOLDMAN SACHS GROUP INC $1,080,960,634 3,228,483 0.93% Shares
AMERICAN CENTURY COMPANIES INC $1,047,794,748 3,129,427 0.90% Shares
CHARLES SCHWAB INVESTMENT MANAGEMENT INC $1,022,131,465 3,052,779 0.88% Shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP $993,913,170 2,968,500 0.85% Put option
AQR CAPITAL MANAGEMENT LLC $858,207,225 2,686,683 0.74% Shares
AMERIPRISE FINANCIAL INC $833,153,761 2,486,910 0.72% Shares
DIMENSIONAL FUND ADVISORS LP $810,959,726 2,423,954 0.70% Shares
Bank of New York Mellon Corp $797,365,770 2,381,476 0.68% Shares
CITADEL ADVISORS LLC $755,153,028 2,255,400 0.65% Put option
CITADEL ADVISORS LLC $751,001,260 2,243,000 0.64% Call option
VANGUARD FIDUCIARY TRUST CO $739,032,115 2,207,252 0.63% Shares
WELLS FARGO & COMPANY/MN $735,138,957 2,195,625 0.63% Shares
COOPERMAN LEON G $722,470,913 2,157,789 0.62% Shares
Legal & General Group Plc $716,168,932 2,138,967 0.62% Shares
Robeco Institutional Asset Management B.V. $641,726,724 1,916,632 0.55% Shares
Pictet Asset Management Holding SA $628,225,280 1,878,379 0.54% Shares
Clearbridge Investments, LLC $619,876,777 1,851,373 0.53% Shares
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC $570,760,600 2,277,758 0.49% Shares
SCHRODER INVESTMENT MANAGEMENT GROUP $542,815,207 1,621,215 0.47% Shares
PEAK6 LLC $520,812,510 1,555,500 0.45% Call option
DEUTSCHE BANK AG\ $506,601,745 1,513,057 0.44% Shares
BARCLAYS PLC $501,325,986 1,497,300 0.43% Put option
BARCLAYS PLC $494,817,756 1,477,862 0.42% Shares
Value Aligned Research Advisors, LLC $481,406,540 1,437,807 0.41% Shares
ALKEON CAPITAL MANAGEMENT LLC $476,107,343 1,421,980 0.41% Shares
Amundi $465,764,419 1,391,089 0.40% Shares
VOYA INVESTMENT MANAGEMENT LLC $458,410,974 1,370,671 0.39% Shares
JENNISON ASSOCIATES LLC $443,772,671 1,325,407 0.38% Shares
FEDERATED HERMES, INC. $430,096,388 1,284,560 0.37% Shares
RAYMOND JAMES FINANCIAL INC $423,616,735 1,265,208 0.36% Shares
ROYAL BANK OF CANADA $413,542,000 1,235,114 0.36% Shares

Show all 2,201 institutional owners →

Activists & 5%+ owners 2 positions

18

Investors who filed SEC Schedule 13D — beneficial ownership above 5% with an intent to influence the issuer (activist stakes, board campaigns, M&A). Each row shows the most recent known state of that filer's position.

Filer Filed Stake Status Purpose Filing
VPE Holdings, LLC, Vertiv JV Holdings, LLC, PE Vertiv Holdings, LLC, Platinum Equity Partners III, LLC, Platinum Equity Investment Holdings III, LLC, Platinum Equity InvestCo, L.P., Platinum Equity Investment Holdings IC (Cayman), LLC, Platinum Equity Investment Holdings, LLC, Platinum Equity, LLC, Tom Gores ×6 filings Aug. 9, 2023 · Initial filing · SEC
STARBOARD VALUE LP, STARBOARD VALUE AND OPPORTUNITY MASTER FUND LTD, STARBOARD VALUE AND OPPORTUNITY S LLC, STARBOARD VALUE AND OPPORTUNITY C LP, STARBOARD P FUND LP, STARBOARD VALUE P GP LLC, STARBOARD VALUE R LP, STARBOARD VALUE AND OPPORTUNITY MASTER FUND L LP, STARBOARD VALUE L LP, STARBOARD VALUE R GP LLC, STARBOARD X MASTER FUND LTD, STARBOARD VALUE GP LLC, STARBOARD PRINCIPAL CO LP, STARBOARD PRINCIPAL CO GP LLC, JEFFREY C. SMITH, PETER A. FELD ×3 filings July 21, 2023 · Initial filing · SEC

Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.

Company insiders 46 insiders · 33 officers · 13 directors

19
Insider Role Last activity Shares owned Buys 12m Sells 12m Net 12m
Giordano Albertazzi Chief Executive Officer Sept. 24, 2026 A 47,600 0 0 $0
Robert Joseph Johnson Chief Executive Officer Dec. 15, 2022 A 634,928 0 0 $0
Craig Chamberlin Chief Financial Officer Sept. 24, 2026 A 5,599 0 0 $0
David Joseph Fallon Chief Financial Officer March 7, 2025 A 3,134 0 0 $0
Wei Shen President, Greater China Sept. 24, 2026 A 3,320 0 0 $0
Paul Ryan President EMEA Sept. 24, 2026 A 18,635 0 0 $0
Karsten Winther President, EMEA Dec. 18, 2025 A 18,852 0 0 $0
Yibin Edward Cui President - Greater China June 26, 2025 A 19,456 0 0 $0
John D. Hewitt President - Americas March 3, 2022 A 160,111 0 0 $0
Robert Jincheng Zhu President, Vertiv North Asia Dec. 16, 2021 A 29,436 0 0 $0
Jason Forcier COO & EVP, Infra. & Solutions April 8, 2022 F 148,023 0 0 $0
Scott Armul Chief Product and Tech Officer Sept. 24, 2026 A 32,043 0 0 $0
Frank Poncheri Chief Human Resources Officer Sept. 24, 2026 A 14,311 0 0 $0
Eric M. Johnson Chief Accounting Officer Sept. 24, 2026 A 1,942 0 0 $0
Anders Karlborg EVP, Man., Logistics and Op Ex Sept. 24, 2026 A 34,615 0 4 $-7,527,885
Anand Sanghi Pres. Americas Sept. 24, 2026 A 36,373 0 0 $0
Stephanie L Gill Chief Legal Officer & Sec. Sept. 24, 2026 A 34,435 0 0 $0
Ying Frieda He Chief Procurement Officer May 5, 2026 A · 0 0 $0
Michael Giresi Chief Information Officer March 6, 2026 A 1,581 0 0 $0
David M Cote Executive Chairman Feb. 26, 2026 S 22,258 0 8 $-10,211,593
Stephen Liang Chief Technology Officer & EVP Nov. 24, 2025 S 4,050 0 1 $-937,810
Doherty Philip O' Managing Director, E+I Nov. 25, 2024 S 5,097,894 0 0 $0
Cheryl H.J. Lim Chief Human Resources Officer Aug. 22, 2024 F 13,480 0 0 $0
Sheryl Haislet Chief Information Officer April 8, 2024 F 8,029 0 0 $0
Scott Cripps Chief Accounting Officer March 7, 2024 A 0 0 0 $0
Michael J. Kitson Chief Procurement Officer April 8, 2023 F 25,914 0 0 $0
Patrick R. Johnson EVP-Integrated Rack Solutions April 8, 2023 F 139,179 0 0 $0
John F. Marion EVP, Quality, VOS and Process Dec. 15, 2022 A 24,742 0 0 $0
Erin Dowd Chief Human Resources Officer April 8, 2022 F 22,845 0 0 $0
Gary John Niederpruem Chief Strategy & Dev. Officer April 8, 2022 F 121,204 0 0 $0
Colin Flannery General Counsel & Secretary May 7, 2020 P 63,275 0 0 $0
Steve Lalla Title: Executive Vice President of Service and Software Solutions Feb. 7, 2020 A · 0 0 $0
Andrew Cole Title: Chief Organizational Development and Human Resources Office Feb. 7, 2020 A · 0 0 $0
Edward L Monser Director Sept. 1, 2026 M 16,500 0 20 $-22,855,054
Krishna Mikkilineni Director June 17, 2026 A · 0 0 $0
Matthew Louie Director March 6, 2026 A · 0 0 $0
Jacob Kotzubei Director March 6, 2026 A · 0 0 $0
Jakki L. Haussler Director March 6, 2026 A 4,631 0 0 $0
Jan Van Dokkum Director March 6, 2026 A 25,000 0 2 $-9,849,837
Roger Fradin Director March 6, 2026 A 30,000 0 20 $-51,397,593
Joseph J Deangelo Director March 6, 2026 A 71,600 0 0 $0
Steven Reinemund Director March 6, 2026 A 0 0 18 $-25,394,523
Robin L Washington Director Nov. 19, 2024 S 5,000 0 0 $0
GSAM Holdings LLC 10% owner June 27, 2018 P 0 0 0 $0
GS DC Sponsor I LLC · Feb. 7, 2020 J 0 0 0 $0
James F Albaugh · Feb. 7, 2020 A 55,000 0 0 $0

Insiders from SEC Form 3/4/5 filings; net = open-market P/S only

ETF ownership Held by 144 ETFs

20

Weight reflects direct equity holdings (N-PORT) only; leveraged or derivative-based funds may hold additional swap exposure not shown.

Fund Weight Units As of Source
PWRD · TCW ETF Trust 4.94% 297,292 NS July 31, 2026 N-PORT
AIFD · TCW ETF Trust 3.41% 17,700 NS July 31, 2026 N-PORT
MADE · iShares Trust 3.26% 7,784 SH Sept. 11, 2026 Daily
GRZZ · Tidal Trust II 2.93% 4,042 NS July 31, 2026 N-PORT
VOT · VANGUARD INDEX FUNDS 2.82% 2,942,659 SH Aug. 19, 2026 Daily
NEWZ · EA Series Trust 2.70% 2,178 NS July 31, 2026 N-PORT
CARK · Advisors' Inner Circle Fund II 2.19% 28,933 NS July 31, 2026 N-PORT
ABFL · Abacus FCF ETF Trust 2.16% 47,049 NS July 31, 2026 N-PORT
CHAT · Tidal Trust II 1.73% 127,006 NS July 31, 2026 N-PORT
RPG · Invesco Exchange-Traded Fund Trust 1.63% 126,754 SH Oct. 5, 2026 Daily
VIS · VANGUARD WORLD FUND 1.63% 441,349 SH Aug. 19, 2026 Daily
EPMB · Harbor ETF Trust 1.59% 301 NS July 31, 2026 N-PORT
AGRW · ALLSPRING EXCHANGE-TRADED FUNDS TRU… 1.45% 6,774 NS July 31, 2026 N-PORT
PWB · Invesco Exchange-Traded Fund Trust 1.32% 145,644 SH Oct. 5, 2026 Daily
JHAI · Janus Detroit Street Trust 1.32% 1,276 NS July 31, 2026 N-PORT
HFGO · Hartford Funds Exchange-Traded Trust 1.29% 10,746 NS July 31, 2026 N-PORT
YOKE · EA Series Trust 1.27% 12,292 NS July 31, 2026 N-PORT
FIDU · FIDELITY COVINGTON TRUST 1.25% 119,144 NS July 31, 2026 N-PORT
VO · VANGUARD INDEX FUNDS 1.22% 8,178,949 SH Aug. 19, 2026 Daily
DUSL · Direxion Shares ETF Trust 1.21% 2,838 NS July 31, 2026 N-PORT
RSPN · Invesco Exchange-Traded Fund Trust 1.17% 33,436 SH Oct. 5, 2026 Daily
TRFK · Pacer Funds Trust 1.17% 46,194 NS July 31, 2026 N-PORT
SPHB · Invesco Exchange-Traded Fund Trust … 1.17% 46,124 SH Oct. 5, 2026 Daily
NUGO · Nushares ETF Trust 1.17% 117,989 NS July 31, 2026 N-PORT
WLTG · ETF Opportunities Trust 1.14% 3,622 NS July 31, 2026 N-PORT
EXI · iShares Trust 0.96% 55,210 SH Sept. 11, 2026 Daily
FXL · First Trust Exchange-Traded AlphaDE… 0.96% 101,598 NS July 31, 2026 N-PORT
ALTL · Pacer Funds Trust 0.91% 3,484 NS July 31, 2026 N-PORT
DECO · SSGA Active Trust 0.85% 721 NS July 31, 2026 N-PORT
DUHP · Dimensional ETF Trust 0.78% 398,877 NS July 31, 2026 N-PORT
HECO · SSGA Active Trust 0.78% 2,647 NS July 31, 2026 N-PORT
VFMO · VANGUARD WELLINGTON FUND 0.78% 46,434 SH Aug. 19, 2026 Daily
VFQY · VANGUARD WELLINGTON FUND 0.76% 10,802 SH Aug. 19, 2026 Daily
TEKX · SSGA Active Trust 0.73% 481 NS July 31, 2026 N-PORT
SRVR · Pacer Funds Trust 0.73% 11,151 NS July 31, 2026 N-PORT
TEC · Harbor ETF Trust 0.71% 187 NS July 31, 2026 N-PORT
JOET · Virtus ETF Trust II 0.71% 7,123 NS July 31, 2026 N-PORT
FTC · First Trust Exchange-Traded AlphaDE… 0.70% 38,383 NS July 31, 2026 N-PORT
HIBL · Direxion Shares ETF Trust 0.62% 1,914 NS July 31, 2026 N-PORT
QDF · FlexShares Trust 0.61% 55,689 NS July 31, 2026 N-PORT
XOEF · iShares Trust 0.54% 481 SH Sept. 11, 2026 Daily
GARP · iShares Trust 0.53% 65,894 SH Sept. 11, 2026 Daily
TRFM · ETF Series Solutions 0.53% 5,429 NS July 31, 2026 N-PORT
LRND · New York Life Investments ETF Trust 0.53% 8,672 NS July 31, 2026 N-PORT
IYW · iShares Trust 0.47% 475,917 SH Sept. 11, 2026 Daily
FOWF · Pacer Funds Trust 0.45% 295 NS July 31, 2026 N-PORT
JMOM · J.P. Morgan Exchange-Traded Fund Tr… 0.41% 42,887 NS July 31, 2026 N-PORT
PALC · Pacer Funds Trust 0.39% 3,427 NS July 31, 2026 N-PORT
FDMO · FIDELITY COVINGTON TRUST 0.39% 14,644 NS July 31, 2026 N-PORT
UPSD · ETF Series Solutions 0.39% 1,885 NS July 31, 2026 N-PORT
MTUM · iShares Trust 0.38% 373,825 SH Sept. 11, 2026 Daily
VONG · VANGUARD SCOTTSDALE FUNDS 0.38% 607,266 SH Aug. 19, 2026 Daily
VUG · VANGUARD INDEX FUNDS 0.37% 4,200,039 SH Aug. 19, 2026 Daily
VOOG · VANGUARD ADMIRAL FUNDS 0.36% 285,437 SH Aug. 19, 2026 Daily
FAD · First Trust Exchange-Traded AlphaDE… 0.35% 8,341 NS July 31, 2026 N-PORT
RILA · Spinnaker ETF Series 0.34% 588 NS July 31, 2026 N-PORT
IWY · iShares Trust 0.34% 210,791 SH Sept. 11, 2026 Daily
PWS · Pacer Funds Trust 0.33% 333 NS July 31, 2026 N-PORT
FEX · First Trust Exchange-Traded AlphaDE… 0.32% 21,043 NS July 31, 2026 N-PORT
IETC · iShares U.S. ETF Trust 0.32% 8,753 SH Sept. 11, 2026 Daily
LGDX · Tidal Trust III 0.31% 1,833 NS July 31, 2026 N-PORT
HELO · J.P. Morgan Exchange-Traded Fund Tr… 0.30% 57,932 NS July 31, 2026 N-PORT
ESUM · Strategy Shares 0.30% 2,278 NS July 31, 2026 N-PORT
ILCG · iShares Trust 0.29% 36,509 SH Sept. 11, 2026 Daily
IWF · iShares Trust 0.29% 1,441,774 SH Sept. 11, 2026 Daily
WINN · Harbor ETF Trust 0.29% 13,444 NS July 31, 2026 N-PORT
VEGN · ETF Series Solutions 0.28% 2,056 NS July 31, 2026 N-PORT
IVW · iShares Trust 0.27% 819,178 SH Sept. 11, 2026 Daily
IUSG · iShares Trust 0.25% 337,837 SH Sept. 11, 2026 Daily
WRND · New York Life Investments ETF Trust 0.23% 100 NS July 31, 2026 N-PORT
PEVC · Pacer Funds Trust 0.23% 23 NS July 31, 2026 N-PORT
EGLE · Global X Funds 0.22% 20 NS July 31, 2026 N-PORT
ESGV · VANGUARD WORLD FUND 0.22% 86,740 SH Aug. 19, 2026 Daily
VOO · VANGUARD INDEX FUNDS 0.20% 9,977,776 SH Aug. 19, 2026 Daily
VV · VANGUARD INDEX FUNDS 0.20% 448,599 SH Aug. 19, 2026 Daily
RSP · Invesco Exchange-Traded Fund Trust 0.20% 740,491 SH Oct. 5, 2026 Daily
EUSA · iShares, Inc. 0.19% 14,947 SH Sept. 11, 2026 Daily
GTOS · Invesco Actively Managed Exchange-T… 0.19% 223,000 Oct. 5, 2026 Daily
CATH · Global X Funds 0.18% 9,879 NS July 31, 2026 N-PORT
VTI · VANGUARD INDEX FUNDS 0.18% 12,196,072 SH Aug. 19, 2026 Daily
VONE · VANGUARD SCOTTSDALE FUNDS 0.18% 63,449 SH Aug. 19, 2026 Daily
VTHR · VANGUARD SCOTTSDALE FUNDS 0.18% 32,299 SH Aug. 19, 2026 Daily
JQUA · J.P. Morgan Exchange-Traded Fund Tr… 0.18% 60,726 NS July 31, 2026 N-PORT
INFO · Harbor ETF Trust 0.18% 6,215 NS July 31, 2026 N-PORT
TOPC · iShares Trust 0.18% 232 SH Sept. 11, 2026 Daily
USCL · iShares Trust 0.17% 19,318 SH Sept. 11, 2026 Daily
IWL · iShares Trust 0.17% 14,941 SH Sept. 11, 2026 Daily
ESLV · Strategy Shares 0.16% 97 NS July 31, 2026 N-PORT
XVV · iShares Trust 0.16% 4,432 SH Sept. 11, 2026 Daily
CHRI · Global X Funds 0.16% 54 NS July 31, 2026 N-PORT
QVML · Invesco Exchange-Traded Fund Trust … 0.16% 10,859 SH Oct. 5, 2026 Daily
FYEE · Fidelity Greenwood Street Trust 0.16% 1,448 NS July 31, 2026 N-PORT
VOXP · Advisors Series Trust 0.15% 36 NS July 31, 2026 N-PORT
XCLR · Global X Funds 0.15% 22 NS July 31, 2026 N-PORT
PBP · Invesco Exchange-Traded Fund Trust 0.15% 2,290 SH Oct. 5, 2026 Daily
ACIO · ETF Series Solutions 0.15% 14,430 NS July 31, 2026 N-PORT
ADME · ETF Series Solutions 0.15% 1,787 NS July 31, 2026 N-PORT
XTR · Global X Funds 0.15% 29 NS July 31, 2026 N-PORT
IVV · iShares Trust 0.15% 4,841,646 SH Sept. 11, 2026 Daily
XYLD · Global X Funds 0.15% 19,521 NS July 31, 2026 N-PORT
ESLG · Strategy Shares 0.14% 139 NS July 31, 2026 N-PORT
XRMI · Global X Funds 0.14% 298 NS July 31, 2026 N-PORT
DFAC · Dimensional ETF Trust 0.14% 285,194 NS July 31, 2026 N-PORT
PTLC · Pacer Funds Trust 0.14% 19,354 NS July 31, 2026 N-PORT
XYLG · Global X Funds 0.14% 374 NS July 31, 2026 N-PORT
ILCB · iShares Trust 0.14% 7,302 SH Sept. 11, 2026 Daily
BBUS · J.P. Morgan Exchange-Traded Fund Tr… 0.14% 51,673 NS July 31, 2026 N-PORT
TOV · EA Series Trust 0.14% 1,477 NS July 31, 2026 N-PORT
VOTE · TCW ETF Trust 0.14% 6,339 NS July 31, 2026 N-PORT
SIZE · iShares Trust 0.14% 2,378 SH Sept. 11, 2026 Daily
PBUS · Invesco Exchange-Traded Fund Trust … 0.14% 58,594 SH Oct. 5, 2026 Daily
IWB · iShares Trust 0.14% 265,030 SH Sept. 11, 2026 Daily
IYY · iShares Trust 0.14% 16,430 SH Sept. 11, 2026 Daily
HDUS · Lattice Strategies Trust 0.14% 1,139 NS July 31, 2026 N-PORT
SPUU · Direxion Shares ETF Trust 0.13% 1,449 NS July 31, 2026 N-PORT
QDPL · Pacer Funds Trust 0.13% 9,244 NS July 31, 2026 N-PORT
IWV · iShares Trust 0.13% 105,888 SH Sept. 11, 2026 Daily
ITOT · iShares Trust 0.13% 500,069 SH Sept. 11, 2026 Daily
BKLC · BNY Mellon ETF Trust 0.13% 29,217 NS July 31, 2026 N-PORT
DFUS · Dimensional ETF Trust 0.13% 111,410 NS July 31, 2026 N-PORT
PHDG · Invesco Actively Managed Exchange-T… 0.12% 304 SH Oct. 5, 2026 Daily
DFVX · Dimensional ETF Trust 0.12% 2,686 NS July 31, 2026 N-PORT
CRBN · iShares Trust 0.12% 5,453 SH Sept. 11, 2026 Daily
HCMT · Direxion Shares ETF Trust 0.11% 2,671 NS July 31, 2026 N-PORT
VT · VANGUARD INTERNATIONAL EQUITY INDEX… 0.11% 320,627 SH Aug. 19, 2026 Daily
SPXL · Direxion Shares ETF Trust 0.11% 30,030 NS July 31, 2026 N-PORT
TOK · iShares Trust 0.11% 1,009 SH Sept. 11, 2026 Daily
DFSU · Dimensional ETF Trust 0.10% 9,699 NS July 31, 2026 N-PORT
DFAU · Dimensional ETF Trust 0.10% 52,834 NS July 31, 2026 N-PORT
URTH · iShares, Inc. 0.10% 32,615 SH Sept. 11, 2026 Daily
TILT · FlexShares Trust 0.09% 8,216 NS July 31, 2026 N-PORT
ACWI · iShares Trust 0.09% 115,932 SH Sept. 11, 2026 Daily
FBCG · FIDELITY COVINGTON TRUST 0.09% 24,651 NS July 31, 2026 N-PORT
DYNF · BlackRock ETF Trust 0.09% 143,495 SH Sept. 11, 2026 Daily
DCOR · Dimensional ETF Trust 0.08% 11,317 NS July 31, 2026 N-PORT
PFIG · Invesco Exchange-Traded Fund Trust … 0.07% 100,000 Oct. 5, 2026 Daily
RWL · Invesco Exchange-Traded Fund Trust … 0.06% 21,787 SH Oct. 5, 2026 Daily
GTO · Invesco Actively Managed Exchange-T… 0.04% 1,500,000 Oct. 5, 2026 Daily
EQAL · Invesco Exchange-Traded Fund Trust … 0.04% 1,416 SH Oct. 5, 2026 Daily
LRGF · iShares Trust 0.03% 4,519 SH Sept. 11, 2026 Daily
IUS · Invesco Exchange-Traded Self-Indexe… 0.03% 1,029 SH Oct. 5, 2026 Daily
DXUV · Dimensional ETF Trust 0.02% 474 NS July 31, 2026 N-PORT
PRF · Invesco Exchange-Traded Fund Trust 0.02% 7,137 SH Oct. 5, 2026 Daily
OMFL · Invesco Exchange-Traded Self-Indexe… 0.02% 2,952 SH Oct. 5, 2026 Daily

VRT Analyst Consensus Bullish and bearish analyst opinions, 12-month price target, upside

21
rating · 36 analysts BUY
Median target $340.00 +34.3%
10 27.8% Strong Buy
22 61.1% Buy
4 11.1% Hold
0 0.0% Sell
0 0.0% Strong Sell

12-Month Price Target

28 analysts · 2026-10-06

Mean target $337.43 +33.3%

Now Current price $253.14
Low$236.00 Mean$337.43 High$427.00

Peer comparison (GICS sub-industry) Key metrics vs sector peers

22

FY basis, prices as of each company's last fiscal year-end close.

Ticker Market Cap P/E Rev YoY Net Margin ROE Gross Margin
VRT $61.98B 47.5 27.7% 13.0% 37.7% ·
EMR $73.83B 32.5 3.0% 12.7% 10.9% 52.8%
AME $47.02B 32.1 6.6% 20.0% 14.6% ·
ROK $39.29B 45.6 0.94% 10.4% 24.3% 48.1%
HUBB $23.65B 26.9 3.8% 15.2% 24.5% 35.3%
VICR · 42.0 26.1% 26.2% 18.5% 57.3%
NXT · 31.4 20.3% 16.5% 27.1% 32.6%
GNRC · 50.7 -2.0% 3.8% 6.2% 38.3%
RRX $9.32B 33.4 -1.7% 4.7% 4.3% 37.4%
AYI $10.02B 26.1 13.1% 9.1% 15.1% 47.8%

Latest News Recent headlines mentioning this company

23
2 Data Center Stocks That Could Help Make You a Fortune Nasdaq · 1 week, 3 days ago 1 Big Reason Vertiv's New Acquisition Could Supercharge Its AI Dominance Nasdaq · 3 weeks, 4 days ago Billionaires Like These 2 AI Data Center Stocks Yahoo Finance · 1 month ago Vertiv Just Made an Up to $2.6 Billion Bet to Solve AI Data Centers' Biggest Bottleneck Nasdaq · 1 month ago Why Vertiv Is 1 of the Best-Kept Secrets of the AI Data Center Boom Nasdaq · 1 month, 3 weeks ago AST SpaceMobile vs. Vertiv: Comparing Revenue Scale and Consistency Nasdaq · 2 months ago Vertiv CEO makes critical comment as stock crashes Yahoo Finance · 2 months ago Vertiv Holdings (VRT) Sees Robust Growth Ahead as AI Infrastructure Spending Accelerates Yahoo Finance · 2 months ago How Vertiv (VRT) Is Expanding Its AI Data Center Cooling Platform Through the ThermoKey Acquisition Yahoo Finance · 2 months, 3 weeks ago Could This Powerful AI Infrastructure Stock Be a Millionaire-Maker? Nasdaq · 3 months, 1 week ago

Trading Signals Recent buy/sell signals with entry price and risk/reward ratio

25
BLUECHIP_DIP Stopped out Aug 6
risk 1 reward 5.00
entry $277.94 R:R 5.00

No open signal right now — no card is filled, and that's honest.

My Metrics Your personal watchlist — selected rows from Full Fundamentals

26

Pick the metrics that matter to you — click the + next to any row in Full Fundamentals above.

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Source: SEC 10-Q filed Jul 29, 2026