Fundsmith 13F: Cuts Vertiv (VRT) Stake by $106M

Fundsmith Trims Vertiv Position

Investment firm Fundsmith sharply reduced its stake in Vertiv Holdings Co (NYSE:VRT) by 77.8% during the period ending May 15, 2026, according to its latest Form 13F filing with the Securities and Exchange Commission. The fund sold off 319,690 shares of the electrical equipment manufacturer, leaving it with 91,254 shares.

Before this transaction, Fundsmith held 410,944 shares of the Westerville, Ohio-based company. The remaining position was valued at approximately $30.17 million at the end of the reporting period. Because 13F filings are backward-looking documents, they show a fund's holdings as of the close of the quarter and may not reflect current investment positions.

Vertiv Stock Moves Beyond Moving Averages

Vertiv shares ended at $330.60 on Saturday, placing the stock well above both its 50-day moving average of $258.10 and its 200-day moving average of $267.85. The stock has experienced a significant upward run, trading much closer to its 52-week high of $379.94 than its 52-week low of $147.82. Vertiv has a price-to-earnings ratio of 53.7, showing that investors are paying a premium for the company's growth.

Double-Digit Revenue Growth

In its most recent financial reports, Vertiv posted revenue of $11.48 billion with a solid year-over-year revenue growth rate of 24.1%. The company recorded earnings per share of $4.00, supported by a profit margin of 15.1% and a return on equity of 43.9%. Vertiv is scheduled to deliver its next quarterly earnings update on October 28, 2026.

Small Dividend Yield

Vertiv continues to return a small portion of its profits to shareholders. The company pays an annual dividend yield of 0.12%, supported by a low payout ratio of 5.1%. This conservative payout leaves the vast majority of the company's earnings available to reinvest back into its digital infrastructure operations.

Key Executives Purchase Shares

Company insiders have recently added small amounts of stock to their personal portfolios. On June 25, 2026, several top leaders made purchases. President of EMEA Paul Ryan acquired 2 shares, Executive Vice President Anders Karlborg bought 4 shares, Chief Executive Officer Giordano Albertazzi added 10 shares, and Chief Legal Officer Stephanie Gill purchased 5 shares.

Wall Street Analysts Offer Mixed Targets

Wall Street firms have adjusted their expectations for the stock recently. On October 15, 2026, Mizuho maintained an Outperform rating but lowered its price target to $280.00. The day before, RBC Capital kept its Outperform rating with a $323.00 target. Evercore ISI Group also maintained an Outperform rating on October 12, 2026, setting its target at $325.00. On the bearish side, GLJ Research reiterated a Sell rating with a $188.00 target on October 9, 2026. Wells Fargo initiated coverage back on September 25, 2026, with an Overweight rating and a $340.00 price target.

Critical Infrastructure for Data Centers

Vertiv designs and services critical digital infrastructure systems, specializing in power and thermal management equipment. Its products are essential for data centers, communication networks, and industrial facilities, especially as demand grows for high-performance computing and artificial intelligence systems.

What to Watch at Vertiv Holdings Co

Investors will want to watch the upcoming earnings release on October 28, 2026, to see if Vertiv can maintain its double-digit revenue growth. Future regulatory filings will also clarify whether other institutional investors followed Fundsmith in taking profits after the stock's strong performance.