Vertiv Holdings Co (VRT) reported second-quarter 2026 net sales of $3.274 billion, up 24% from the prior-year quarter. Net income was $497.8 million, while basic EPS was $1.29 and diluted EPS was $1.27.
The company raised full-year 2026 guidance across key metrics, including expected net sales of $13.8 billion to $14.2 billion and diluted EPS of $5.82 to $5.92.
- Second-quarter operating profit was $637.9 million, up from $442.4 million a year earlier.
- Operating cash flow was $1.100 billion, and adjusted free cash flow was $925 million.
- Vertiv ended the quarter with $5.6 billion of liquidity and a net cash position.
- Third-quarter 2026 net sales guidance is $3.65 billion to $3.85 billion.
- Full-year 2026 adjusted diluted EPS guidance is $6.65 to $6.75.
$VRT Insider Trading Activity
$VRT insiders have traded $VRT stock on the open market 64 times in the past 6 months. Of those trades, 0 have been purchases and 64 have been sales.
Here’s a breakdown of recent trading of $VRT stock by insiders over the last 6 months:
- ROGER FRADIN has made 0 purchases and 20 sales selling 203,333 shares for an estimated $51,397,591.
- STEVEN REINEMUND has made 0 purchases and 18 sales selling 100,000 shares for an estimated $25,394,523.
- EDWARD L MONSER has made 0 purchases and 12 sales selling 77,294 shares for an estimated $18,974,827.
- DAVID M COTE (Executive Chairman) has made 0 purchases and 8 sales selling 40,000 shares for an estimated $10,211,592.
- JAN VAN DOKKUM has made 0 purchases and 2 sales selling 38,647 shares for an estimated $9,849,836.
- ANDERS KARLBORG (EVP, Man., Logistics and Op Ex) has made 0 purchases and 4 sales selling 30,487 shares for an estimated $7,527,885.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
$VRT Hedge Fund Activity
We have seen 966 institutional investors add shares of $VRT stock to their portfolio, and 746 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- STATE STREET CORP added 7,131,660 shares (+82.0%) to their portfolio in Q1 2026, for an estimated $1,735,988,677
- BLACKROCK, INC. added 5,159,226 shares (+16.1%) to their portfolio in Q1 2026, for an estimated $1,255,858,792
- GEODE CAPITAL MANAGEMENT, LLC added 3,813,938 shares (+54.0%) to their portfolio in Q1 2026, for an estimated $928,388,787
- JANE STREET GROUP, LLC removed 3,387,851 shares (-98.5%) from their portfolio in Q1 2026, for an estimated $824,670,690
- MARSHALL WACE, LLP removed 2,628,853 shares (-98.5%) from their portfolio in Q1 2026, for an estimated $639,915,397
- UBS GROUP AG added 2,232,208 shares (+69.4%) to their portfolio in Q1 2026, for an estimated $543,364,071
- MILLENNIUM MANAGEMENT LLC removed 1,637,351 shares (-98.9%) from their portfolio in Q1 2026, for an estimated $398,563,980
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
$VRT Congressional Stock Trading
Members of Congress have traded $VRT stock 2 times in the past 6 months. Of those trades, 2 have been purchases and 0 have been sales.
Here’s a breakdown of recent trading of $VRT stock by members of Congress over the last 6 months:
- SENATOR ALAN ARMSTRONG purchased up to $15,000 on 03/27.
- REPRESENTATIVE GILBERT RAY CISNEROS, JR. purchased up to $15,000 on 01/30.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard. You can access data on congressional stock trades through the Quiver Quantitative API Congress trades endpoint.
