Barrow Hanley Mewhinney & Strauss 13F: Cuts VRT Stake by $147M

Barrow Hanley Mewhinney & Strauss has significantly reduced its stake in Vertiv Holdings Co (NYSE: VRT). The firm sold 444,280 shares, cutting its position by 32.76% to hold 911,930 shares, according to its latest 13F filing with the SEC. The shares are now valued at approximately $287.8 million.

What Changed in Barrow Hanley Mewhinney & Strauss' Vertiv Holdings Position

Barrow Hanley Mewhinney & Strauss had previously held 1,356,210 shares of Vertiv Holdings. The recent reduction of 444,280 shares marks a decrease of about 32.76%, bringing its total holdings to 911,930 shares. Despite the cut, the remaining shares are valued at roughly $287.8 million.

Other Institutional Activity in Vertiv Holdings

Other major funds have also been active in Vertiv Holdings. BlackRock, Inc. increased its holdings by 5,159,226 shares, bringing its total to 37,207,167 shares worth about $9.32 billion. Vanguard Capital Management LLC and Vanguard Portfolio Management LLC both established positions, holding 24,858,319 shares valued at $6.23 billion and 17,926,522 shares worth $4.49 billion, respectively. State Street Corp added 7,131,660 shares, ending with 15,826,560 shares valued at approximately $3.97 billion. Conversely, Bank of America Corp reduced its position by 814,371 shares, now holding 8,416,966 shares valued at $2.11 billion.

Vertiv Holdings Co Stock Up 48.4%

Shares of Vertiv Holdings Co (NYSE: VRT) are trading near $315.61. The company boasts a market cap of about $121.99 billion, with a P/E ratio of 79.79 and a forward P/E of 35.88. Its beta stands at 2.037, indicating higher volatility compared to the market. The stock's 52-week range spans from $110.06 to $379.94, and it has a 50-day moving average of $320.50 and a 200-day moving average of $222.90.

Recent Earnings

Vertiv Holdings reported revenue of $10.84 billion, showing a growth of 30.1%. The company's net margin is 14.37%, with a return on equity of 45.10%. Earnings per share stand at $3.98. The next earnings report is expected on July 29, 2026.

Dividend

Vertiv Holdings pays an annual dividend rate of $0.25, yielding 0.08%. The payout ratio is a modest 5.03%.

Insider Buying and Selling at Vertiv Holdings Co

Recent insider activity at Vertiv Holdings includes several transactions. On May 5, 2026, Chief Procurement Officer He Ying Frieda bought 3,941 shares. On May 4, 2026, EVP Anders Karlborg, President Paul Ryan, and Chief Product and Tech Officer Scott Armul sold 144, 735, and 511 shares respectively, at an average price of $330.97. Earlier, on March 26, 2026, CEO Giordano Albertazzi purchased 11 shares, and Scott Armul bought 6 shares.

Analysts Set New Price Targets

Analyst activity around Vertiv Holdings has been robust. On June 10, 2026, Bernstein initiated coverage with a 'buy' rating and a $416 price target. Oppenheimer maintained its 'buy' rating with a $353 target on May 21, 2026. TD Cowen also kept a 'buy' rating, setting a target of $387 on May 20, 2026. On May 15, 2026, B of A Securities, Loop Capital, Barclays, and RBC Capital all maintained 'buy' ratings with price targets ranging from $412 to $500. The consensus among 26 analysts is a 'strong buy', with a mean price target of $378.31.

About Vertiv Holdings Co

Vertiv Holdings Co is a leader in designing, manufacturing, and servicing critical digital infrastructure technologies. Based in Westerville, Ohio, the company supports data centers, communication networks, and commercial environments worldwide. Vertiv offers power management, thermal management, and integrated modular solutions, among other products. The company operates under several brands, including Vertiv, Liebert, and NetSure, employing around 34,000 people under the leadership of CEO Giordano Albertazzi.

Bottom Line

Barrow Hanley Mewhinney & Strauss' reduction in Vertiv Holdings Co is a notable move in the investment landscape. Investors often track 13F filings to gauge institutional confidence in a stock, though these filings reflect past positions. Vertiv remains a key player in the industrial sector, with strong analyst support and a solid market position.