VRT Vertiv Holdings Co Class A Common Stock

XNYS 194.17 Delayed
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Stock quote, options chain, IV rank, technicals, AI analysis, and institutional ownership. Iron condor setups Expected move IV rank history Fibonacci levels Insider trading

Market data may be delayed, incomplete, or inaccurate. Not a recommendation to buy, sell, or hold any security. Verify quotes with your broker before trading. See Terms §17.

VRT $194.17 —
Key stats
$194.17
52-Week Range
$147.82 – $379.94
YTD
+10.57%
IV Rank (30D)
49.75
Straddle Price
$29.80
P/C Vol Ratio
11.70
Market Cap
$75.3B
Open
$191.60
Day Range
$187.24 – $195.84
Volume
2,432,953
Prev Close
$195.59
Fair Value
MODEL: LONG

A blended fair-value estimate combining up to six valuation methods. Each method is weighted by how well it fits the company — DCF down-weights for unprofitable names; DDM only fires for steady dividend payers; comparables down-weight when peer multiples disagree.

  • DCF (quality-aware) — projects free cash flow with a horizon that scales to business quality. True compounders (quality 6/6) get 10 years explicit + 10 years fade before terminal; cyclical/struggling names (quality 0-1) get a 5-year terminal cliff. Quality is scored from ROE, gross margin, growth, FCF margin, debt load, and FCF consistency — the same factors that drive market premium for compounders.
  • Market-Implied Growth (in Model Inputs) — reverse-DCF that answers "what growth rate is the market pricing in?". Lets you sanity-check the deviation: if implied growth is plausible for the business, the model's bearish flag may be wrong; if implausible, the market may be over-extrapolating.
  • DDM (Gordon Growth Dividend Model) — values the stream of future dividends. Only used when trailing yield ≥ 2% and dividend payments are stable — below that the dividend is a token payout and Gordon (which values only the dividend stream) systematically underprices growth names, so those route to DCF + comparables + market anchor instead.
  • P/E, EV/EBITDA, P/B, P/S — applies the peer-group median multiple to this company's per-share metric. Peers come from the same set as the "Related symbols" card. Earnings/sales metrics are forward-tilted by the company's recent revenue growth (capped at 25%) so they're comparable to peers' growth-embedded multiples — mimics how analysts use NTM rather than TTM. Per-multiple weights are biased by company quality (e.g. P/B down-weighted for asset-light tech).
  • Market Anchor (SMA50) — the 50-day moving average, weighted by recent trading-range stability (tighter Bollinger bands → higher weight). Captures information fundamentals miss (forward consensus, sentiment, supply/demand) — but only when recent trading is steady enough that the market has converged on a view. During wild breakouts or breakdowns the anchor's weight collapses.
  • Options Expected (B-L 30d) — the risk-neutral expected stock price at 30-day options expiration, derived from the full implied-volatility surface via Breeden-Litzenberger (second derivative of call price wrt strike → implied PDF, then E[S_T]). Forward-looking, captures all options-implied information (smile, skew, term structure) in one number. Weighted by chain liquidity. SP500-only at present (pre-computed daily). Backtest evidence: adds modest alpha across most bucket × holding combos.
  • Blended value — weighted average. Confidence reflects how many methods fired and how tight peer dispersion is.
  • Deviation pill — green when blended FV ≥ 10% above current price (undervalued); red when ≥ 10% below; grey otherwise.
10-yr Treasury (rf)5.12%
Beta vs SPY1.75
Cost of Equity (CAPM)14.76% (VRP-adj)
WACC14.39%
Volatility Risk Premium+39.0pp (IV − HV30), ERP adj +50bps
Effective Tax Rate18.1%
Rev. Growth (YoY, DCF input)+22.4%
DCF Horizon12 years explicit + fade
Forward Tilt (NTM/TTM)×1.10 (applied to P/E, EV/EBITDA, P/S)
Free Cash Flow (TTM)$2.9B
Return on Equity (TTM)36.4%
Book / Price6.2%
Gross Margin (TTM)38.0%
FCF Margin (TTM)25.5%
Debt / Equity0.62
Quality Score4/6 — high quality (12y DCF)
Market-Implied Growth+22.5% (reverse-DCF on current price)
SMA 50$249.56 (Market Anchor value)
SMA 20 / Bollinger Mid$233.15
Bollinger Width / SMA2014.0% (drives anchor stability)
Net Debt$0.1B
Market Cap$77B
Peers used for multiples: AMD, AVGO, GOOGL, LITE, MSFT, MU, NVDA, WDC
60-Day Conviction
100%
20-Day Fair Value
≈ by Nov 23, 2026
$200.31
α +3.0% rank 81%
conviction
99%
40-Day Fair Value
≈ by Dec 22, 2026
$200.35
α +3.1% rank 77%
conviction
86%
60-Day Fair Value
≈ by Jan 20, 2027
$213.76
α +10.0% rank 77%
conviction
100%
MethodImplied PriceWeightDetail
DCF $193.95 20%
DDM (Gordon) n/a 0%
Peer P/E $135.11 9% median 27.8× · 7 peers
Peer EV/EBITDA $202.54 9% median 27.7× · 8 peers
Peer P/B $178.59 2% median 14.7× · 8 peers
Peer P/S $477.55 6% median 14.8× · 8 peers
Market Anchor (SMA50) $249.56 33% stability 80% (BB-width)
Options Expected (B-L 30d) $194.48 20% 45 strikes · skew +0.12
As of 2026-10-23 · updated
About
Industry (SIC)
ELECTRONIC COMPONENTS, NEC (3679) · industry map
Exchange
XNYS
Market Cap
$75.3B
Employees
34,000
List Date
2018-07-30
CIK
0001674101
Next Earnings
2026-10-28 (Pre-Market)
EPS Forecast
$1.82 (7 est.)
Headquarters
Westerville, OH
Homepage
https://www.vertiv.com

Vertiv has roots tracing back to 1946 when its founder, Ralph Liebert, developed an air-cooling system for mainframe data rooms. As computers started making their way into commercial applications in 1965, Liebert developed one of the first computer room air conditioning, or CRAC, units, enabling the precise control of temperature and humidity. The firm has slowly expanded its data center portfolio through internal product development and the acquisition of thermal and power management products like condensers, busways, and switches. Vertiv has global operations today; its products can be found…

Summary
—
composite
—
No summary data available for this symbol yet.

Each spoke is this symbol's rank within its sector (0–100; the dotted ring marks the sector median at 50). Higher is more constructive for a long. One spoke — News sentiment — is an absolute reading, not a sector rank. Grayed spokes have no data. A fuller shape is a summary, not a recommendation.

Chart
Seasonality
'21'22'23'24'25'26Avg
Jan8.64%-14.44%6.92%23.42%-1.08%6.02%4.91%
Feb3.92%-38.32%10.54%13.72%-15.48%34.15%1.42%
Mar-6.19%11.20%-11.28%15.73%-15.47%-2.78%-1.47%
Apr8.04%-14.06%6.80%15.67%13.43%26.65%9.42%
May8.76%-12.85%30.23%10.79%16.62%-3.84%8.29%
Jun9.55%-20.50%27.68%-9.93%17.56%3.53%4.65%
Jul2.11%37.76%4.58%-9.19%18.82%-22.90%5.20%
Aug1.59%0.70%48.47%12.20%-9.92%-1.65%8.56%
Sep-15.06%-15.40%-6.70%32.30%21.65%-5.73%1.84%
Oct4.65%27.20%2.24%11.95%19.35%-20.99%*7.40%
Nov-1.57%-6.67%8.53%19.36%-6.10%--2.71%
Dec1.09%-3.80%6.40%-10.58%-9.60%---3.30%
Total25.09%-53.17%218.48%201.98%44.98%-1.53%72.64%
Technical Indicators

Quick-reference for reading the values below. Indicators combine to confirm a view — no single one is a trade signal on its own.

Trend Indicators
  • SMA 20 / 50 / 200 — price above = uptrend, below = downtrend. SMA 50 crossing SMA 200 is the golden/death cross.
  • EMA 12 / 26 — faster-reacting averages; 12 above 26 is short-term bullish.
  • MACD — bullish when MACD > signal (green badge), bearish when below. Divergence from price often precedes reversals.
  • ADX (14) — trend strength regardless of direction. <20 range, 20–25 weak trend, 25–50 trend, >50 strong trend.
  • +DI / −DI — +DI > −DI favors bulls; the reverse favors bears. Read alongside ADX.
Momentum Oscillators
  • RSI (14) — <30 oversold, >70 overbought. 40–60 is neutral; trending names can stay extreme.
  • Stochastic %K / %D — <20 oversold, >80 overbought. %K crossing %D is an early momentum signal.
  • Williams %R — inverted scale: <−80 oversold, >−20 overbought.

Oscillators work best in range-bound markets; in strong trends they give premature reversal signals.

Volume & Volatility
  • Bollinger Bands — price at upper band = overbought, lower = oversold. Narrow bands (squeeze) often precede expansion.
  • OBV — cumulative volume; rising OBV confirms uptrend, falling OBV confirms downtrend. Divergence from price is a warning.
  • Vol SMA 20 / Vol ROC — today's volume vs. 20-day average. Positive ROC with price move = conviction.
  • ATR / True Range — average daily $ move; sizing and stop-loss reference.
  • HV 20 / 30 / 60 — realized (historical) volatility. Compare to IV on the options cards: IV > HV = rich premium.

Confluence matters: trend + momentum + volume agreeing carries far more weight than any single indicator. For how these feed the spread scanner score, see the algorithm docs →

Trend Indicators

SMA 20: $230.21
SMA 50: $247.70
SMA 200: $269.08
Current: $194.45
EMA 12: $214.89
EMA 26: $229.45
MACD: -14.5604 | Signal: -3.6400
BEARISH
ADX (14): 28.04
TREND
+DI: 15.39
−DI: 41.99

Momentum Oscillators

RSI (14): 27.61
OVERSOLD
Stoch %K: 12.62
Stoch %D: 12.33
Williams %R: -89.59

Volume & Volatility

BB Upper: $270.58
BB Lower: $189.84
NEUTRAL
OBV: -4,376,731
Vol SMA 20: 5,306,610
Vol ROC: -28.98%
ATR: $11.96
True Range: $8.60
HV 20: 46.8%
HV 30: 48.6%
HV 60: 57.2%

Data Summary

Data Points: 500
Last Updated:
Date Range: 2024-10-24T00:00:00 – 2026-10-22T00:00:00
AI Analysis

LLM Stock Analysis Report

Executive Summary BULLISH (Confidence Level: 8/10)

Key drivers:

  • Positive news sentiment and analyst attention
  • Strong technical momentum and trending indicators
  • Catalysts from AI infrastructure market growth and industrial sector strength

Primary risks:

  • High volatility and potential for increased market fluctuations
  • Regulatory or competitive challenges in the AI infrastructure space

Investment thesis: VRT is a leading player in the AI data center market, with a strong track record of innovation and execution. As the industry continues to grow, VRT's technical momentum and positive news sentiment make it an attractive long-term investment opportunity.

Recent news sentiment impact: The recent headlines have been overwhelmingly positive, highlighting VRT's strengths in the AI infrastructure space and its potential for growth.

Technical Analysis

Trend direction:

  • Short-term (1-4 weeks): Bullish
  • Medium-term (1-3 months): Bullish
  • Long-term (3-12 months): Bullish

Support/resistance levels:

  • SMA 20: $269.07
  • SMA 50: $293.93
  • Bollinger Bands:
    • Upper: $307.22
    • Lower: $230.93

Momentum signals:

  • RSI: Neutral (42.17)
  • MACD: Bearish (-5.87 / Signal: 0.11 / Histogram: -5.98)

Volume analysis:

  • Volume SMA 20: 6534126.63
  • On-Balance Volume (OBV): 148608251.95
  • Volume Rate of Change: -17.99%

News & Sentiment Analysis

Recent headlines summary: The news headlines highlight VRT's strengths in the AI infrastructure space, with a focus on its innovative solutions and growth potential.

Sentiment assessment: Positive

Catalyst identification:

  • Upcoming market trends and growth in the AI infrastructure space
  • Regulatory environment and competitive landscape in the data center industry

Market narrative: The positive news sentiment aligns with the technical momentum, indicating a strong bullish trend.

Risk & Volatility Assessment

Beta interpretation: High risk (2.70 vs SPY)

Volatility regime: High volatility

Options market signals:

  • IV Rank: 49.2% (Medium)
  • Current IV: 95.2%
  • Expected Move: $31.88 (28 DTE), 7-DTE: $16.38
  • Volume Flow: 1,379 calls vs 3,085 puts
  • Open Interest: 28,879 calls vs 54,007 puts

Downside protection: Support levels and risk management considerations:

  • SMA 20: $269.07
  • SMA 50: $293.93
  • Bollinger Bands:
    • Lower: $230.93

Market Context & Positioning

Sector performance: VRT is outperforming the sector, with a strong trend and positive sentiment.

Institutional activity: High volume and open interest suggest institutional interest in VRT's potential growth.

Correlation analysis: VRT has a high correlation with market indices (0.53), indicating a strong relationship with broader market trends.

Relative valuation: VRT is positioned within its trading range, with potential for further upside given the positive news sentiment and technical momentum.

Key Levels & Action Items

Critical price levels:

  • SMA 20: $269.07
  • SMA 50: $293.93
  • Bollinger Bands:
    • Upper: $307.22
    • Lower: $230.93

Breakout/breakdown levels:

  • SMA 200: $253.18 (breakout potential)

Time-sensitive catalysts:

  • Earnings dates and regulatory announcements

Risk management: Stop-loss levels and position sizing considerations:

  • SMA 20: $269.07
  • SMA 50: $293.93
  • Bollinger Bands:
    • Lower: $230.93
Generated
News
All VRT news →
Showing 1–10 of 16
Page 1 of 2
Earnings History
16 of 23 under expected move
Avg Expected Move
11.91%
Avg Actual Move
9.29%
Each row pairs the pre-earnings straddle-implied expected move with the realized close-to-close move. Sorted oldest first.
Earnings Date Timing Expected Move Actual Move Ratio Outcome
2021-02-24 Pre-Market 12.86% 4.15% 0.32x Within
2021-04-23 Pre-Market 8.42% 0.91% 0.11x Within
2021-07-28 Pre-Market 10.55% 0.22% 0.02x Within
2021-10-27 Pre-Market 7.32% 2.66% 0.36x Within
2022-02-23 Pre-Market 13.23% 36.74% 2.78x Exceeded
2022-04-27 Pre-Market 19.32% 11.53% 0.60x Within
2022-08-03 Pre-Market 16.48% 1.87% 0.11x Within
2022-10-03 Pre-Market 8.33% 15.74% 1.89x Exceeded
2023-02-22 Pre-Market 16.71% 1.70% 0.10x Within
2023-04-26 Pre-Market 15.54% 11.12% 0.72x Within
2023-08-02 Pre-Market 15.27% 29.25% 1.92x Exceeded
2023-10-25 Pre-Market 17.76% 4.20% 0.24x Within
2024-02-21 Pre-Market 14.75% 5.59% 0.38x Within
2024-04-24 Pre-Market 11.24% 6.82% 0.61x Within
2024-07-24 Pre-Market 10.93% 13.64% 1.25x Exceeded
2024-10-23 Pre-Market 10.22% 3.65% 0.36x Within
2025-02-12 Pre-Market 9.94% 9.74% 0.98x Within
2025-04-23 unknown 5.54% 7.13% 1.29x Exceeded
2025-07-30 Pre-Market 9.65% 1.03% 0.11x Within
2025-10-22 Pre-Market 10.03% 1.84% 0.18x Within
2026-02-11 Pre-Market 10.19% 24.49% 2.40x Exceeded
2026-04-22 Pre-Market 8.98% 2.34% 0.26x Within
2026-07-29 Pre-Market 10.58% 17.26% 1.63x Exceeded

Earnings calendar: this week’s reports with expected vs actual moves →

VRT Options Activity & IV Rank

VRT IV rank history, 52-week IV rank and IV percentile →

Volatility Metrics

Current IV: 68.1%
7-DTE IV: 102.0%
Expected Move: $29.80
7-DTE Move: $22.48
Days to Exp: 28 (2026-11-20)

Options Flow

Call Volume: 1,306
Put Volume: 15,274
P/C Volume: 11.695
BEARISH
Call OI: 42,446
Put OI: 57,983
P/C OI: 1.366
Total OI: 100,429

ATM Options Pricing

ATM Call: $14.70
ATM Put: $15.10
Call %: 7.6%
Put %: 7.8%

Chain Summary

Chain Volume: 68,583
Chain OI: 515,042
Last Updated: 10/23/2026
Spread Scanner GPU
Full Algorithm Docs ↗

Each spread is ranked by a composite score built in three stages. Full documentation →

Stage 1 — Base Score (GPU scanner)

score = P(profit) × (credit / spread_width)
P(profit) from short leg delta (1 − |delta|), penalised above 85%. Credit uses mid-price to handle illiquid chains fairly.

Stage 2 — Skew Adjustment (±25% cap)

RR and BF (30-delta) from the persisted per-symbol skew snapshot — wing strikes picked by real greeks.delta, not a moneyness proxy. Put skew boosts bull puts, penalises bear calls. High butterfly boosts iron condors. Calendars are skew-neutral.

Stage 3 — Technical Overlay (±50% cap, 5 groups)
Group 1 · Directional Bias (±0.25)
  • RSI <40 bullish / >60 bearish
  • MACD crossover + histogram trend
  • Price vs SMA 50 & SMA 200
Group 2 · Momentum (±0.10)
  • Stochastic %K <20 / >80
  • Williams %R <−80 / >−20
Group 3 · Volatility (up to −0.25 / +0.15)
  • Blended ATR + straddle expected-move penalty
  • Bollinger Band signal (+ counter-trend penalty)
  • BB width — vol contraction boost for ICs
Group 4 · IV Regime (±0.15)
  • IV rank ≥ 75 → strong boost for credit spreads
  • IV rank < 25 → penalty (selling cheap vol)
Group 5 · Liquidity (penalty up to −0.10)
  • Min open interest across all legs
  • OI < 100 → −0.10 · OI < 500 → −0.05

score = base_score × skew_multiplier × tech_multiplier
Both multipliers are shown per spread. Beta is informational only — ATR already captures realized vol. Full algorithm documentation →

Enter a ticker to scan for optimal spread opportunities.

Evaluates all bull put, bear call, iron condor, and calendar spread combinations using GPU-accelerated analysis.

Dealer Positioning
LOW γ vs HISTORY

Estimated net dealer gamma is at the 1st percentile of this name's own daily history, near the low end of its range. This describes current positioning; it is not a forecast or a trading signal.

Gamma percentile
1%
vs own history
GEX tilt
-0.73
OI-weighted, today
Vanna tilt
+0.18
δ-sensitivity to IV
Charm tilt
-0.21
δ-decay vs time

Net dealer gamma is an estimate of the aggregate gamma held by options market makers across this name's option chain, weighted by open interest. Dealer positions aren't public, so it uses a standard simplifying assumption: dealers are treated as long the calls and short the puts that are open. Actual dealer books can differ.

Gamma percentile ranks today's estimate against this name's own daily history, from 0% (the lowest reading on record) to 100% (the highest). Raw gamma scales with how much open interest a chain carries, so it isn't comparable across names; the percentile is. The badge marks the bottom 20% as low and the top 20% as high.

Tilts run from −1 to +1 and show how lopsided the estimated dealer exposure is. GEX tilt compares call gamma with put gamma. Vanna tilt describes how the hedge would shift if implied volatility changed, and charm tilt how it would shift with the passage of time.

This card describes estimated positioning and where it sits historically. It is not a forecast of price direction or volatility and not a trading signal. Market-wide view: Dealer positioning screener.

· 180 ATM contracts, 145k total OI
Skew (Wing IV − ATM IV)
DTE:
Wing Δ:
Metric:
Wing vs ATM
IV(put wing) − IV(ATM), in vol points

How much the OTM put trades above (or below) the at-the-money strike. Measures the height of the put-side tail relative to ATM — i.e. how expensive crash insurance is on this name.

  • Positive (typical) — wing IV > ATM IV. Standard equity put skew: portfolios bid up crash protection, so OTM puts trade richer than ATM.
  • Near zero or negative (unusual) — wing IV ≤ ATM IV. Flat or inverted put side. Common when there's no fear demand, in tightly mean-reverting names, or right after an earnings catalyst clears.
  • Percentile vs own 3-yr history: high = wings rich (good time to sell wing premium); low = wings cheap (good time to buy protection).
  • Not directional — high or low wings don't predict up or down moves. It's a price tag on tail insurance, not a forecast.
Risk Reversal
IV(call wing) − IV(put wing), equal delta on each side

Which side of the smile is the market paying up for? Measures the tilt of the surface — call skew vs put skew at matched deltas.

  • Negative (typical) — puts richer than calls. Standard equity behavior: hedging demand makes puts carry a premium. Most large-caps sit in the −1 to −5 vol-point range.
  • Strongly negative (< −5 pts) — heavy downside hedging, elevated fear, or an upcoming catalyst (earnings, FDA, macro event). Worth flagging.
  • Positive — calls richer than puts. Unusual for equities; signals bullish momentum, short-squeeze positioning, or takeover/M&A speculation.
  • Near zero — symmetric surface. Market sees roughly equal up/down risk. Rare for large-caps; more common in commodities and FX.
Reading them together

Wing-vs-ATM tells you how expensive the tails are. Risk Reversal tells you which side is favored. Combined:

  • High wing percentile + deeply negative RR → strong put bid; stress or major event priced in. Owning protection costs a premium; selling put premium is dangerous.
  • Low wing percentile + near-zero RR → complacency; insurance cheap and balanced. Good environment to add cheap downside hedges.
  • Positive RR + elevated wings → call-side fear-of-missing-out; common in squeeze setups. Upside calls expensive, downside puts not bid.
14 DTE / 10d 43%
+2.6 pts EXTREME
ATM 83.5% / Wing 86.1%
30 DTE / 10d 53%
+3.8 pts EXTREME
ATM 69.2% / Wing 73.0%

Percentile is the rank of today's reading within ~3 years of this symbol's own history. High percentile = wings are rich relative to history; not a directional signal. Skew is read off the chain in real time, not from CBOE SKEW.

Volatility Surface

Enter a ticker to render the implied volatility surface.

Volatility Smile

Enter a ticker to render the implied volatility smile.

IV Rank (7 DTE)84.1HighOct 23
IV Rank (30 DTE)49.8MediumOct 23
Straddle Price (30 DTE)$29.80Oct 23
Beta Analysis

Risk Metrics

Beta: 2.8285
Alpha: -10.72%
Correlation: 0.5466
R-Squared: 29.9%
Stock Volatility: 65.9%
Market Volatility: 12.7%

Analysis Details

Benchmark: SPY
Data Points: 251
Period: 252 trading days
Interpretation:
High volatility - stock moves more than market
Beta & Alpha Over Time
Notable investors who own VRT
8 of 37 tracked investors
InvestorValueShare of their portfolioRankQ/Q sharesSource
Coatue Management Hedge fund
Philippe Laffont
$270.1M
0.56%
#30 of 66-17.8%13F
Millennium Management Hedge fund
Izzy Englander
$253.1M
0.17%
#90 of 3716+4123.8%13F
Rockefeller Capital Management Family office
Rockefeller family
$106.2M
0.16%
#118 of 4729+4.9%13F
Citadel Hedge fund
Ken Griffin
$92.4M
0.05%
#436 of 6285+160.0%13F
Bridgewater Associates Hedge fund
Ray Dalio
$23.8M
0.10%
#175 of 997-83.5%13F
Fundsmith Asset manager
Terry Smith
$14.0M
0.10%
#37 of 41-54.1%13F
Renaissance Technologies Hedge fund
Jim Simons
$10.3M
0.01%
#1041 of 3138-96.8%13F
Point72 Hedge fund
Steve Cohen
$1.0M
0.00%
#1487 of 1945new13F

Hedge funds, activists, holding companies and family offices we track, from their latest 13F (quarter-end value) and Form 4 filings in the last 3 years. Family offices · all institutions

VRT Institutional Ownership (13F)

Latest filings — 2026-09-30
Diluted shares outstanding: 391,614,163 (as of 2026-06-30)

Institutional managers with $100M+ AUM file Form 13F-HR quarterly, due 45 days after quarter end. Holdings are reported gross at quarter-end market value — they are a snapshot, not a real-time position.

  • Shares — long equity positions in this name, aggregated across share classes.
  • Calls / Puts — notional value of long call / put exposure where this ticker is the underlying.
  • % of Float — holder's reported shares divided by the latest diluted shares outstanding. Sums above 100% indicate large custodian / prime broker positions where the same shares are reported by multiple filers.
  • Custodian badge — filers with more than 5,000 holdings are typically broker-dealers / custodians reporting customer-held shares, not active managers.

Each filer is counted once at its latest 13F-HR filing. New filings are ingested on a weekly cadence.

2,105 filers356,391,136 shares$111.44B value91.01% of float
# Filer Shares Value % of Total % of Float Period
1 BlackRock, Inc. Custodian 35,921,459 $12.03B 10.79% 9.17% 2026-06-30
2 Vanguard Capital Management LLC 25,087,955 $8.40B 7.54% 6.41% 2026-06-30
3 Vanguard Group Inc Custodian 38,258,636 $6.20B 5.56% 9.77% 2025-12-31
4 Vanguard Portfolio Management LLC 17,909,570 $6.00B 5.38% 4.57% 2026-06-30
5 State Street Corp 16,531,530 $5.54B 4.97% 4.22% 2026-06-30
6 JPMorgan Chase & Co Custodian 10,061,204 $3.09B 2.77% 2.57% 2026-06-30
7 T. Rowe Price Associates, Inc. 9,110,798 $3.05B 2.74% 2.33% 2026-06-30
8 Geode Capital Management, LLC Custodian 9,028,475 $3.02B 2.71% 2.31% 2026-06-30
9 Bank of America Corp Custodian 8,280,709 $2.77B 2.49% 2.11% 2026-06-30
10 Morgan Stanley Custodian 6,894,546 $2.31B 2.07% 1.76% 2026-06-30
11 Invesco Ltd. Custodian 5,537,463 $1.85B 1.66% 1.41% 2026-06-30
12 Norges Bank 4,859,284 $1.63B 1.46% 1.24% 2026-06-30
13 FMR LLC Custodian 4,296,854 $1.44B 1.29% 1.10% 2026-06-30
14 Nuveen, LLC Custodian 4,120,416 $1.38B 1.24% 1.05% 2026-06-30
15 Wellington Management Group LLP Custodian 3,794,360 $1.27B 1.14% 0.97% 2026-06-30
16 Northern Trust Corp Custodian 3,704,398 $1.24B 1.11% 0.95% 2026-06-30
17 UBS Group AG Custodian 3,622,661 $1.21B 1.09% 0.93% 2026-06-30
18 Goldman Sachs Group Inc Custodian 3,228,483 $1.08B 0.97% 0.82% 2026-06-30
19 American Century Companies, Inc. 3,129,427 $1.05B 0.94% 0.80% 2026-06-30
20 Charles Schwab Investment Management, Inc. 3,052,779 $1.02B 0.92% 0.78% 2026-06-30
21 AQR Capital Management, LLC Custodian 2,686,683 $858.21M 0.77% 0.69% 2026-06-30
22 Ameriprise Financial, Inc. Custodian 2,486,910 $833.15M 0.75% 0.64% 2026-06-30
23 Dimensional Fund Advisors LP Custodian 2,423,954 $810.96M 0.73% 0.62% 2026-06-30
24 Bank of New York Mellon Corp Custodian 2,381,476 $797.37M 0.72% 0.61% 2026-06-30
25 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC Custodian 2,256,647 $755.57M 0.68% 0.58% 2026-06-30
60 filers$5.89B notional
# Filer Notional Value % of Total Period
1 Susquehanna International Group, LLP Custodian $1.41B 23.88% 2026-06-30
2 Jane Street Group, LLC Custodian $1.18B 20.07% 2026-06-30
3 Citadel Advisors LLC Custodian $751.00M 12.75% 2026-06-30
4 PEAK6 LLC $520.81M 8.84% 2026-06-30
5 Walleye Trading LLC $368.13M 6.25% 2026-06-30
6 IMC-Chicago, LLC Custodian $360.77M 6.12% 2026-06-30
7 Value Aligned Research Advisors, LLC $305.02M 5.18% 2026-06-30
8 GROUP ONE TRADING LLC Custodian $141.09M 2.40% 2026-06-30
9 Wolverine Trading, LLC Custodian $110.65M 1.88% 2025-09-30
10 Millennium Management LLC Custodian $86.68M 1.47% 2026-06-30
11 Chescapmanager LLC $66.96M 1.14% 2026-06-30
12 UBS Group AG Custodian $57.66M 0.98% 2026-06-30
13 MAPLELANE CAPITAL, LLC $53.57M 0.91% 2026-06-30
14 Royal Bank of Canada Custodian $50.29M 0.85% 2026-06-30
15 Simplex Trading, LLC Custodian $45.23M 0.77% 2026-06-30
16 D. E. Shaw & Co., Inc. Custodian $30.50M 0.52% 2026-06-30
17 Parallax Volatility Advisers, L.P. $27.29M 0.46% 2026-06-30
18 Citigroup Inc. Custodian $24.41M 0.41% 2026-06-30
19 JPMorgan Chase & Co Custodian $24.16M 0.41% 2026-06-30
20 Squarepoint Ops LLC $23.91M 0.41% 2026-06-30
21 Allianz Asset Management GmbH $22.97M 0.39% 2026-06-30
22 Cubist Systematic Strategies, LLC $21.04M 0.36% 2025-09-30
23 SG Americas Securities, LLC $20.91M 0.35% 2026-06-30
24 Caption Management, LLC $20.42M 0.35% 2026-06-30
25 Laurion Capital Management LP $18.58M 0.32% 2026-06-30
58 filers$6.24B notional
# Filer Notional Value % of Total Period
1 Jane Street Group, LLC Custodian $1.98B 31.70% 2026-06-30
2 Susquehanna International Group, LLP Custodian $993.91M 15.92% 2026-06-30
3 Citadel Advisors LLC Custodian $755.15M 12.09% 2026-06-30
4 Barclays PLC Custodian $501.33M 8.03% 2026-06-30
5 IMC-Chicago, LLC Custodian $470.49M 7.53% 2026-06-30
6 D. E. Shaw & Co., Inc. Custodian $263.14M 4.21% 2026-06-30
7 Goldman Sachs Group Inc Custodian $127.30M 2.04% 2026-06-30
8 Walleye Trading LLC $105.74M 1.69% 2026-06-30
9 Millennium Management LLC Custodian $92.41M 1.48% 2026-06-30
10 Squarepoint Ops LLC $85.68M 1.37% 2026-06-30
11 PEAK6 LLC $80.59M 1.29% 2026-06-30
12 Wolverine Trading, LLC Custodian $66.67M 1.07% 2025-09-30
13 GROUP ONE TRADING LLC Custodian $62.21M 1.00% 2026-06-30
14 Simplex Trading, LLC Custodian $47.81M 0.77% 2026-06-30
15 Temasek Holdings (Private) Ltd $39.44M 0.63% 2026-06-30
16 JPMorgan Chase & Co Custodian $38.34M 0.61% 2026-06-30
17 Allianz Asset Management GmbH $34.65M 0.56% 2026-06-30
18 Capula Management Ltd $33.68M 0.54% 2026-06-30
19 Alphadyne Asset Management LP $33.58M 0.54% 2026-06-30
20 Citigroup Inc. Custodian $33.48M 0.54% 2026-06-30
21 BNP Paribas Financial Markets Custodian $33.48M 0.54% 2026-06-30
22 UBS Group AG Custodian $32.54M 0.52% 2026-06-30
23 Balyasny Asset Management L.P. $30.17M 0.48% 2026-06-30
24 Parallax Volatility Advisers, L.P. $29.80M 0.48% 2026-06-30
25 Point72 Asset Management, L.P. $25.41M 0.41% 2026-06-30

VRT Insider Trading (Form 4)

Latest: 2026-10-06
Form 4 filings — insider beneficial-ownership changes by officers, directors, and 10%+ holders. Filed within 2 business days of transaction.
Filed Reporter Role Action Shares Avg Price Net $ Link
2026-10-06 Michael Resha EVP. Man, Logistics and Op Ex Award (A) +3,193 $253.62 $809.8K EDGAR
2026-09-25 Paul Ryan President EMEA Award (A) +3 — EDGAR
2026-09-25 Craig Chamberlin Chief Financial Officer Award (A) +1 — EDGAR
2026-09-25 Anand Sanghi Pres. Americas Award (A) +4 — EDGAR
2026-09-25 Scott Armul Chief Product and Tech Officer Award (A) +5 — EDGAR
2026-09-25 Anders Karlborg EVP, Man., Logistics and Op Ex Award (A) +4 — EDGAR
2026-09-25 Giordano Albertazzi Chief Executive Officer Award (A) +12 — EDGAR
2026-09-25 Wei Shen President, Greater China Award (A) +0 — EDGAR
2026-09-25 Frank Poncheri Chief Human Resources Officer Award (A) +3 — EDGAR
2026-09-25 Eric M. Johnson Chief Accounting Officer Award (A) +0 — EDGAR
2026-09-25 Stephanie L Gill Chief Legal Officer & Sec. Award (A) +6 — EDGAR
2026-09-16 Frank Poncheri Chief Human Resources Officer Tax (F) −2,352 $234.61 -$551.8K EDGAR
2026-09-08 Giordano Albertazzi Chief Executive Officer Gift (G) −118,523 — EDGAR
2026-09-02 Edward L Monser Director Mixed — $132.66 -$3.70M EDGAR
2026-06-26 Eric M. Johnson Chief Accounting Officer Award (A) +0 — EDGAR
Codes: P = open-market purchase · S = open-market sale · A = grant/award · M = option exercise · F = tax withholding at vest · G = bona-fide gift · D = disposition to issuer · J = other (described in filing footnote — typically 401(k), trust, inheritance) · W = will/inheritance. Only P / S codes carry directional signal.

VRT Insider Holdings

25 insiders · @ $194.45
Officers, directors, and 10%+ owners who have filed a Form 4 in the past two years, ranked by current disclosed exposure (shares × today's price). Shares are direct + indirect (via trusts / LLCs / spouse). Excludes unvested RSU and option grants — those aren't beneficially owned until vest.
# Insider Role Shares Disclosed Exposure Lifetime OM Net Filings Last Filed
1 Doherty Philip O' Managing Director, E+I 5,184,029 $1.01B -$944.01M 12 2024-11-26
2 David Joseph Fallon Chief Financial Officer 164,259 $31.94M $175.1K 15 2025-03-11
3 Steven Reinemund Director 118,427 $23.03M -$51.87M 12 2026-03-10
4 Joseph J Deangelo Director 71,600 $13.92M $1.00M 6 2026-03-10
5 Giordano Albertazzi Chief Executive Officer 47,600 $9.26M $0 21 2026-09-25
6 Roger Fradin Director 40,339 $7.84M -$56.59M 13 2026-03-10
7 Anand Sanghi Pres. Americas 36,630 $7.12M -$4.37M 17 2026-09-25
8 Stephanie L Gill Chief Legal Officer & Sec. 36,482 $7.09M $0 22 2026-09-25
9 David M Cote Executive Chairman 34,709 $6.75M -$10.21M 11 2026-03-02
10 Anders Karlborg EVP, Man., Logistics and Op Ex 34,680 $6.74M -$16.93M 22 2026-09-25
Lifetime OM Net = signed sum of open-market buys (P) and sells (S) over their career; excludes grants, tax withholdings, and dispositions to issuer. A large negative number is normal for long-tenured executives — they've sold compensation grants over many years.

VRT Board & Officers

As of SEC filings through Oct 6, 2026

Directors 11

Officers 17

Changes in the last 10 years (162)
Oct 5, 2026Michael Resha became EVP. Man, Logistics and Op Ex
Jun 26, 2026Stephanie L Gill listed as Chief Legal Officer & Sec. (previously Chief Legal Counsel & Sec.) in SEC filings
Jun 17, 2026Krishna Mikkilineni became a director
May 5, 2026Ying Frieda He became Chief Procurement Officer
Feb 17, 2026Paul Ryan listed as President EMEA (previously Chief Procurement Officer) in SEC filings
Jan 5, 2026Scott Armul listed as Chief Product and Tech Officer (previously EVP Global Portfolio/Bus Units) in SEC filings
Nov 10, 2025Craig Chamberlin became Chief Financial Officer
Jul 22, 2025Wei Shen became President, Greater China
Jun 30, 2025Michael Giresi became Chief Information Officer
May 21, 2025The company announced the departure of David Joseph Fallon as Chief Financial Officer in an SEC filing
Jan 1, 2025Scott Armul became EVP Global Portfolio/Bus Units
Sep 3, 2024Frank Poncheri became Chief Human Resources Officer
Apr 29, 2024Eric M. Johnson became Chief Accounting Officer
Mar 29, 2024The company announced the departure of Scott Cripps as Chief Accounting Officer in an SEC filing
Mar 1, 2024Vertiv JV Holdings, LLC reported in an SEC filing no longer being a director
Mar 1, 2024VPE Holdings, LLC reported in an SEC filing no longer being a director
Mar 1, 2024Tom Gores reported in an SEC filing no longer being a director
Mar 1, 2024Platinum Equity, LLC reported in an SEC filing no longer being a director
Mar 1, 2024Platinum Equity Partners III, LLC reported in an SEC filing no longer being a director
Mar 1, 2024Platinum Equity Investment Holdings, LLC reported in an SEC filing no longer being a director
Not reported recently (18)
  • Doherty Philip O' · Last reported as Managing Director, E+I in an SEC filing dated Nov 26, 2024
  • Robin L Washington · Last reported as a director in an SEC filing dated Nov 21, 2024
  • Cheryl H.J. Lim · Last reported as Chief Human Resources Officer in an SEC filing dated Aug 23, 2024
  • Sheryl Haislet · Last reported as Chief Information Officer in an SEC filing dated Apr 10, 2024
  • Patrick R. Johnson · Last reported as EVP-Integrated Rack Solutions in an SEC filing dated Apr 11, 2023
  • Michael J. Kitson · Last reported as Chief Procurement Officer in an SEC filing dated Apr 11, 2023
  • Platinum Equity Investment Holdings III Manager, LLC · Last reported as a director in an SEC filing dated Mar 9, 2023
  • Platinum InvestCo (Cayman), LLC · Last reported as a director in an SEC filing dated Mar 9, 2023
  • Platinum Equity Partners IV, L.P. · Last reported as a director in an SEC filing dated Mar 9, 2023
  • Platinum Equity Partners IV, LLC · Last reported as a director in an SEC filing dated Mar 9, 2023
  • John F. Marion · Last reported as EVP, Quality, VOS and Process in an SEC filing dated Dec 19, 2022
  • Gary John Niederpruem · Last reported as Chief Strategy & Dev. Officer in an SEC filing dated Apr 12, 2022
  • Erin Dowd · Last reported as Chief Human Resources Officer in an SEC filing dated Apr 12, 2022
  • Robert Jincheng Zhu · Last reported as President Vertiv North Asia in an SEC filing dated Dec 20, 2021
  • Colin Flannery · Last reported as Title: General Counsel and Corporate Secretary in an SEC filing dated May 8, 2020
  • Andrew Cole · Last reported as Title: Chief Organizational Development and Human Resources Office in an SEC filing dated Feb 11, 2020
  • Steve Lalla · Last reported as Title: Executive Vice President of Service and Software Solutions in an SEC filing dated Feb 11, 2020
  • Cote SPAC 1 LLC · Last reported as a 10% owner in an SEC filing dated Jun 13, 2018
Compiled from SEC filings by the company and its directors and officers. Dates are as stated in those filings. Where no filing says when someone left, we show the last filing that listed them.

VRT Proposed Insider Sales (Form 144)

Latest: 2026-09-01
Last 30d: 0 filings  ·  Last 90d: 1 filing · $4.0M notice value · 1 unique filer · 100% under 10b5-1 plans

What is Form 144? A notice of intent to sell restricted or control stock under Rule 144. Affiliates (officers, directors, 10%+ owners) and holders of restricted shares must file Form 144 when planning to sell more than 5,000 shares or $50,000 in any 3-month rolling window.

How it relates to Form 4: Form 144 is filed before the trade (up to 90 days in advance); Form 4 is filed within 2 business days after the trade executes. Not every Form 144 results in a sale — the filer may cancel or delay. Look for the corresponding Form 4 on the Insider Activity card to confirm a sale actually happened.

10b5-1 plans: Trades made under a pre-scheduled Rule 10b5-1 plan are not discretionary — they execute automatically on dates set months earlier, regardless of news. High 10b5-1 percentages mean less per-filing signal value, though cumulative selling volume still matters.

"Notice value": Aggregate market value the filer wrote into the Form 144 — i.e. the size of the planned sale, not necessarily the executed dollars. An amended notice (Form 144/A) replaces the original it amends, and cancelled notices are dropped, so neither is double-counted above. A filed value that is clearly inconsistent with the share count at the stock's price (a filer typo) shows as a dash and is left out of the totals.

Source & freshness: Sourced from public Form 144 filings. Refreshed daily; new filings typically appear here the morning after they are filed.

Top 90-day filers: EDWARD MONSER (1, $4.0M)
Filed Filer Role Shares Notice Value Planned Sale Broker Plan Link
2026-09-01 EDWARD MONSER Director 15,287 $3.96M 2026-09-01 Morgan Stanley Smith Barney LLC … 10b5-1 EDGAR
2026-03-10 O' Doherty Philip Forrmer Officer 500,000 $132.86M 2026-03-10 Stifel Nicolaus & Company Inc — EDGAR
2026-03-09 O' Doherty Philip Forrmer Officer 1,000,000 $263.12M 2026-03-09 Stifel Nicolaus & Company Inc — EDGAR
2026-03-06 EDWARD MONSER Director 77,294 $19.30M 2026-03-06 Morgan Stanley Smith Barney LLC … 10b5-1 EDGAR
2026-02-27 R VRT GRAT 2025 Dtd 2/28/2025 Director 37,083 $9.34M 2026-02-27 UBS Financial Services Inc — EDGAR
2026-02-27 S VRT GRAT 2025 Dtd 2/28/2025 Director 54,583 $13.77M 2026-02-27 UBS Financial Services Inc — EDGAR
2026-02-27 R VRT GRAT 2024 II Dtd 12/12/2024 Director 10,000 $2.52M 2026-02-27 UBS Financial Services Inc — EDGAR
2026-02-26 R VRT GRAT 2024 II Dtd 12/12/2024 Director 10,000 $2.53M 2026-02-26 UBS Financial Services Inc — EDGAR
2026-02-26 R VRT GRAT 2025 Dtd 2/28/2025 Director 37,084 $9.40M 2026-02-26 UBS Financial Services Inc — EDGAR
2026-02-26 S VRT GRAT 2025 Dtd 2/28/2025 Director 54,583 $13.83M 2026-02-26 UBS Financial Services Inc — EDGAR
Notice value is the aggregate market value the filer states they intend to sell — not a confirmed transaction. Compare to Insider Activity (Form 4) to see which planned sales actually executed. Market-wide feed: Planned sales (Form 144).
Recent SEC Filings
Latest: 2026-06-03
Current reports — material events the company must disclose within 4 business days (earnings releases, M&A, executive changes, etc.).
Filing Date Accession Link
2026-06-03 0001628280-26-040031 EDGAR
2026-04-27 0001628280-26-027297 EDGAR
2026-04-22 0001628280-26-026379 EDGAR
2026-04-13 0001628280-26-024824 EDGAR
2026-03-24 0001193125-26-120863 EDGAR
2026-03-06 0001628280-26-015494 EDGAR
2026-03-03 0001193125-26-088484 EDGAR
2026-02-11 0001674101-26-000006 EDGAR
2025-12-05 0001674101-25-000031 EDGAR
2025-11-14 0001674101-25-000028 EDGAR
Annual report — audited financial statements, MD&A, risk factors. Filed 60–90 days after fiscal year-end.
Filing Date Accession Link
2026-02-13 0001674101-26-000008 EDGAR
2025-02-18 0001628280-25-005905 EDGAR
2024-02-23 0001628280-24-006498 EDGAR
2023-02-27 0001628280-23-005248 EDGAR
2022-03-01 0001628280-22-004533 EDGAR
2021-03-01 0001628280-21-003604 EDGAR
2020-03-12 0001104659-20-032055 EDGAR
2019-03-13 0001193125-19-072362 EDGAR
Quarterly report — unaudited financials and MD&A. Filed 40–45 days after each of the first three fiscal quarters.
Filing Date Accession Link
2026-04-22 0001628280-26-026556 EDGAR
2025-10-22 0001674101-25-000024 EDGAR
2025-07-30 0001674101-25-000008 EDGAR
2025-04-23 0001628280-25-019372 EDGAR
2024-10-25 0001628280-24-043698 EDGAR
2024-07-26 0001628280-24-033173 EDGAR
2024-04-26 0001628280-24-018417 EDGAR
2023-10-27 0001628280-23-035351 EDGAR
2023-08-02 0001628280-23-026777 EDGAR
2023-04-28 0001628280-23-013730 EDGAR
ETF Holders
377 ETFs hold VRT
25 shown · $14.45B total exposure · 0.17% AUM-weighted avg weight
# ETF Provider Weight $ Exposure ETF AUM As Of
1 VTI Vanguard Morningstar Total Stock Market ETF Vanguard 0.13% $2.9B — 2026-09-30
2 VOO Vanguard S&P 500 ETF Vanguard 0.14% $2.4B — 2026-09-30
3 VO Vanguard Morningstar Mid-Cap ETF Vanguard 0.92% $2.0B — 2026-09-30
4 IVV iShares Core S&P 500 ETF iShares (BlackRock) 0.12% $1.1B $878.4B 2026-10-21
5 VUG Vanguard Morningstar Growth ETF Vanguard 0.27% $1.0B — 2026-09-30
6 SPY State Street® SPDR® S&P 500® ETF Trust SPDR (State Street) 0.12% $1.0B $820.7B 2026-10-21
7 VOT Vanguard Morningstar Mid-Cap Growth ETF Vanguard 2.20% $729.4M — 2026-09-30
8 XLI State Street® Industrial Select Sector SPDR® ETF SPDR (State Street) 1.53% $469.8M $30.8B 2026-10-21
9 JEPI JPMorgan Equity Premium Income ETF JPMorgan 0.89% $410.2M $45.9B 2026-10-22
10 IWF iShares Russell 1000 Growth ETF iShares (BlackRock) 0.24% $305.9M $122.6B 2026-10-21
11 SCHG Schwab U.S. Large-Cap Growth ETF Nport 0.42% $257.0M — 2026-05-31
12 SPYM State Street® SPDR® Portfolio S&P 500® ETF SPDR (State Street) 0.12% $225.2M $184.5B 2026-10-21
13 IVW iShares S&P 500 Growth ETF iShares (BlackRock) 0.22% $173.9M $75.8B 2026-10-21
14 RSP Invesco S&P 500 Equal Weight ETF Invesco 0.16% $158.5M — 2026-10-21
15 VONG Vanguard Russell 1000 Growth ETF Vanguard 0.27% $151.2M — 2026-09-30
16 SCHX Schwab U.S. Large-Cap ETF Nport 0.18% $128.1M — 2026-05-31
17 SPYG State Street® SPDR® Portfolio S&P 500® Growth ETF SPDR (State Street) 0.22% $126.1M $56.4B 2026-10-21
18 VIS Vanguard Industrials ETF Vanguard 1.32% $113.3M — 2026-09-30
19 VV Vanguard Morningstar Large-Cap ETF Vanguard 0.14% $109.4M — 2026-09-30
20 RDVY First Trust Rising Dividend Achievers ETF First Trust 0.42% $107.6M $25.6B 2026-10-21
21 ITOT iShares Core S&P Total U.S. Stock Market ETF iShares (BlackRock) 0.11% $106.0M $96.2B 2026-10-21
22 PWRD TCW Transform Systems ETF Nport 7.05% $104.0M — 2026-04-30
23 DFAC Dimensional US Core Equity 2 ETF Dimensional 0.11% $99.0M — 2026-10-21
24 DUHP Dimensional US High Profitability ETF Dimensional 0.44% $84.8M — 2026-10-21
25 VT Vanguard Total World Stock ETF Vanguard 0.08% $80.4M — 2026-09-30
Fundamentals

Quarterly filings sourced from SEC 10-Q / 10-K reports. TTM tiles aggregate the most recent four quarters; bars show the last ~12 quarters oldest → newest.

Metrics
  • Revenue — top-line sales. Look for consistent YoY growth; seasonal businesses need same-quarter comparisons (Q4 '24 vs Q4 '23).
  • Net Income — bottom-line profit after all expenses. Can be volatile from one-time items; red bars = net loss.
  • Diluted EPS — net income per share assuming options/converts are exercised. Direct input to the P/E ratio.
  • Operating Cash Flow — cash generated from core operations, before capex and financing. Harder to manipulate than net income; growing OCF is a quality signal.
How to read the bars
  • Sequential growth — quarter-over-quarter trend. Accelerating bars are a momentum signal.
  • YoY growth — compare to the same quarter a year earlier to remove seasonality.
  • Quality — OCF should roughly track Net Income over time. Large divergence (net income ≫ OCF) flags accruals risk.
  • Margins — scan the bar ratios: Net Income / Revenue tells you margin trend without needing a separate chart.

TTM (trailing-twelve-month) smooths seasonality and is used for the P/E calculation. Filings appear 30–90 days after the period closes.

Trailing P/E
43.99
TTM Diluted EPS
$4.42
TTM Revenue
$11.48B
TTM Net Income
$1.73B
TTM Op. Cash Flow
$3.35B
Quarterly figures (12 quarters)
QuarterPeriod EndRevenueNet IncomeDiluted EPSOp. Cash Flow
Q2 '262026-06-30$3.27B$497.80M$1.27$1.10B
Q1 '262026-03-31$2.65B$390.10M$0.99$766.80M
Q4 '252025-12-31$2.88B$445.60M$1.14$978.90M
Q3 '252025-09-30$2.68B$398.50M$1.02$508.70M
Q2 '252025-06-30$2.64B$324.20M$0.83$322.90M
Q1 '252025-03-31$2.04B$164.50M$0.42$303.30M
Q4 '242024-12-31$2.35B$147.00M$0.38$425.20M
Q3 '242024-09-30$2.07B$176.60M$0.46$375.10M
Q2 '242024-06-30$1.95B$178.10M$0.46$381.50M
Q1 '242024-03-31$1.64B$-5.90M$-0.02$137.50M
Q4 '232023-12-31$1.87B$232.60M$0.60$356.20M
Q3 '232023-09-30$1.74B$94.10M$0.24$248.70M
Q2 2026 • period ending 2026-06-30 • filed 2026-07-29
Valuation

Ratios derived from TTM financials and the current market price, sampled daily. History chart shows how expensive the stock is today relative to its own recent past.

Price Multiples
  • P/E — price / TTM earnings. Rough market rule: 10–15 value, 15–25 market, >30 growth/premium. Negative when earnings are negative.
  • P/B — price / book value. Useful for financials and asset-heavy names; meaningless for asset-light software.
  • P/S — price / TTM revenue. Useful when earnings are negative or noisy (early-stage growth).
  • EV/EBITDA — capital-structure-neutral. <10 cheap, 10–15 reasonable, >20 rich. Good for comparing across leverage profiles.
  • EV/Sales — like P/S but accounts for debt + cash. Compare within sector.
Profitability & Yields
  • ROE — return on equity. >15% strong, >25% exceptional. Caution: high leverage inflates ROE.
  • ROA — return on assets. Leverage-neutral; >5% solid, >10% exceptional.
  • Div Yield — annual dividend / price. Compare to 10Y Treasury; sustained yield >6% often signals distress.
  • FCF Yield — free cash flow / market cap. >5% is attractive; negative means burning cash.
Balance Sheet
  • Debt/Equity — leverage. <1 conservative, >2 aggressive. Sector-dependent (utilities naturally high, tech low).
  • Current Ratio — short-term liquidity. >1.5 comfortable, <1 raises short-term solvency flags.
Reading the history chart
  • Compare current level to the 3-year band: near the high end = relatively expensive; near the low = relatively cheap.
  • Multiples expanding while earnings are flat = sentiment-driven rally.
  • Multiples compressing while earnings grow = value coming from fundamentals.
P/E
43.99
P/B
16.01
P/S
6.63
EV/EBITDA
29.25
EV/Sales
6.64
ROE
36.4%
ROA
10.9%
Div Yield
0.11%
FCF Yield
4.40%
Debt/Equity
0.62
Current Ratio
—
Market Cap
$76.15B
as of 2026-10-23
Short Interest & Float

Regulatory short-interest reports publish on a bi-weekly settlement cadence; short-volume is reported daily by the trade-reporting facilities. Float is derived from insider-ownership filings.

Metric definitions
  • Short Interest — total shares currently sold short as of the settlement date. Lags real time by ~8 business days.
  • SI % of Float — short interest / free float. The key crowding metric.
  • Days to Cover — short interest / avg daily volume. How many full trading days it would take shorts to buy back. High DTC + catalyst = squeeze fuel.
  • Short Vol Ratio — today's short-sale volume / total volume. Intraday selling pressure proxy (not the same as short interest).
  • Free Float — shares available for public trading (total shares minus insider / restricted).
  • Float % — free float / shares outstanding. <50% = tightly held, more prone to squeezes.
How to read the signals
  • SI % of Float < 5% — typical, no particular signal.
  • 5–15% — elevated; watch for catalysts (earnings, guidance, macro).
  • 15–30% — heavily shorted; tight-float names in this range have produced notable squeezes historically.
  • >30% — extreme; borrow is likely expensive and squeeze risk is material.
  • Days to Cover > 5 combined with high SI% amplifies squeeze potential.
History chart
  • Trend matters more than level. Rapidly rising short interest often precedes negative catalysts or heavy hedging.
  • A sudden drop in SI after a rally may indicate a squeeze in progress.

Short interest is reported mid-month and end-of-month; short volume is daily.

Short Interest
14.38M
SI % of Float
3.84%
Days to Cover
3.15
Short Vol Ratio
43.2%
Free Float
375.06M
Float %
97.4%
Short interest 2026-09-30 • Short volume 2026-10-22 • Float 2026-09-23