Oppenheimer 13F: Adds $3.9M to Vertiv (VRT) Stake

Oppenheimer increased its stake in Vertiv Holdings Co (VRT) by 16,348 shares, bringing its total holdings to 81,868 shares, according to a filing on October 26, 2026. This move represents a 24.95% increase, valued at approximately $19.8 million. The firm reported a total value of about $2.73 billion across all its investments.

VRT Vertiv Holdings Co

$199.78 ▲ +13.84% year to date

1M 3M YTD

Daily close · Oct 26, 2026

Where Vertiv Holdings Fits in Oppenheimer's Portfolio

Vertiv now makes up 0.72% of Oppenheimer's total reported assets, ranking 28th among its 1,752 holdings.

Other Institutional Activity in Vertiv Holdings

On the same day, UniSuper Management boosted its stake in Vertiv by 122,516 shares, bringing its total to 306,425 shares valued at about $73.9 million. Meanwhile, Highland Capital Management sold out of its 8,646 shares, and NTV Asset Management reduced its holdings by 10,120 shares, ending with 7,522 shares valued at approximately $1.8 million.

Vertiv Holdings Co Stock Up 7.4%

Vertiv shares closed at $199.78 on October 26, 2026, the same day Oppenheimer filed its report. Recently, the stock has traded around $208.71 as of October 28, which is about 4.5% above the event close. However, it remains below its 50-day and 200-day moving averages by 15.1% and 22.5%, respectively, and is 45.1% off its 52-week high of $379.94.

Recent Earnings

For the trailing twelve months, Vertiv reported revenue of about $11.48 billion and an earnings per share (EPS) of $4.54. The next earnings report is scheduled for October 28, 2026.

Dividend

Vertiv pays an annual dividend of $0.25 per share, yielding about 0.13%. The payout ratio is 5.1%, indicating a strong capacity to maintain its dividend.

Insider Buying and Selling at Vertiv Holdings Co

Insiders have shown activity as well. On June 25, 2026, Paul Ryan, President EMEA, bought 2 shares, Anders Karlborg, EVP of Logistics and Operations, purchased 4 shares, CEO Giordano Albertazzi bought 10 shares, and Chief Legal Officer Stephanie Gill acquired 5 shares. All these transactions were made without a planned schedule.

Analysts Set New Price Targets

Several analysts have recently commented on Vertiv. On October 6, 2026, GLJ Research initiated coverage with a "Sell" rating and a target price of $188. Subsequently, RBC Capital maintained an "Outperform" rating with a target of $323 on October 14, while Mizuho also kept an "Outperform" rating but lowered its target to $280 on October 15. The consensus recommendation for Vertiv is currently a "Strong Buy" with a mean price target of $333.

About Vertiv Holdings Co

Vertiv Holdings Co designs and manufactures critical digital infrastructure technologies for data centers and communication networks. The company operates globally, providing essential services for industrial and commercial environments.

Bottom Line

Investors should keep an eye on Vertiv as it prepares for its upcoming earnings report on October 28, 2026. Oppenheimer's recent stake increase reflects ongoing interest in the company's growth prospects amid mixed sentiments from analysts.