Brokerages Set Vertiv Holdings Co. (NYSE:VRT) PT at $230.28

Shares of Vertiv Holdings Co. (NYSE:VRT) have received an average recommendation of “Moderate Buy” from the twenty-three brokerages that are currently covering the stock, MarketBeat reports. One investment analyst has rated the stock with a sell recommendation, two have issued a hold recommendation, nineteen have issued a buy recommendation and one has issued a strong buy recommendation on the company. The average twelve-month price target among analysts that have issued a report on the stock in the last year is $230.2778.

VRT has been the subject of several recent analyst reports. Roth Mkm reaffirmed a “buy” rating and set a $275.00 price objective on shares of Vertiv in a report on Thursday, February 12th. Morgan Stanley reiterated an “overweight” rating and issued a $285.00 target price on shares of Vertiv in a report on Friday, February 13th. Wall Street Zen lowered shares of Vertiv from a “strong-buy” rating to a “buy” rating in a research report on Saturday. JPMorgan Chase & Co. decreased their price target on shares of Vertiv from $230.00 to $225.00 and set an “overweight” rating for the company in a report on Friday, January 16th. Finally, Deutsche Bank Aktiengesellschaft reaffirmed a “buy” rating and issued a $281.00 price target on shares of Vertiv in a research report on Thursday, February 12th.

Key Vertiv News

Here are the key news stories impacting Vertiv this week:

• Positive Sentiment: Vertiv rolled out OneCore, a digital-twin platform targeting high-density AI data centers — a strategic product that addresses faster buildouts for AI infrastructure and supports longer-term demand for Vertiv’s power/cooling systems. Vertiv (VRT) Debuts OneCore Digital Twin Platform for AI Data Centers
• Positive Sentiment: New industrial‑grade UPS design aimed at commercial markets expands Vertiv’s addressable market outside hyperscale data centers — a product-cycle catalyst that can support revenue growth and margin mix over time. Vertiv introduces industrial-grade UPS design for commercial markets
• Positive Sentiment: Strong media and analyst attention (Forbes, Jim Cramer shout-outs, Zacks blogs) and an average “Moderate Buy” analyst rating have fueled demand and investor interest in Vertiv as an AI infrastructure play. Why Vertiv Is Outpacing Every Competitor
• Neutral Sentiment: Explanatory coverage notes Vertiv is up significantly since earnings and lays out the key drivers and estimates — useful context but not a new catalyst. Momentum can attract short-term traders as well as volatility. Why Is Vertiv (VRT) Up 12.2% Since Last Earnings Report?
• Neutral Sentiment: Broader thematic pieces place Vertiv in AI/megatrend portfolios — positive for long-term thesis but these narratives can already be priced in. Megatrends Still Matter: 3 Growth Stocks for the Next 10 Years (VRT)
• Negative Sentiment: A company director sold roughly $19M of stock — a sizable insider sale that can create near-term selling pressure and raise caution for some investors. Vertiv (NYSE:VRT) Director Sells $18,974,904.06 in Stock
• Negative Sentiment: Valuation and recent run-up: coverage highlights strong gains and elevated multiples (high P/E), which increase the risk of short-term profit-taking and sensitivity to execution/guidance misses. A Look At Vertiv Holdings Co (VRT) Valuation After Strong Recent Share Price Momentum

Vertiv Stock Down 2.5%

VRT opened at $258.80 on Thursday. The firm has a market cap of $99.02 billion, a P/E ratio of 75.89, a price-to-earnings-growth ratio of 1.31 and a beta of 2.02. The company has a debt-to-equity ratio of 0.73, a quick ratio of 1.22 and a current ratio of 1.55. The business has a 50 day moving average price of $213.20 and a 200 day moving average price of $180.61. Vertiv has a twelve month low of $53.60 and a twelve month high of $276.78.

Vertiv (NYSE:VRT) last announced its quarterly earnings results on Wednesday, February 11th. The company reported $1.36 EPS for the quarter, beating the consensus estimate of $1.29 by $0.07. Vertiv had a return on equity of 49.55% and a net margin of 13.03%.The company had revenue of $2.88 billion for the quarter, compared to the consensus estimate of $2.89 billion. During the same quarter last year, the company posted $0.99 earnings per share. The company’s revenue for the quarter was up 22.7% compared to the same quarter last year. Vertiv has set its Q1 2026 guidance at 0.950-1.010 EPS and its FY 2026 guidance at 5.970-6.070 EPS. Research analysts forecast that Vertiv will post 3.59 EPS for the current year.

Vertiv Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Thursday, March 26th. Shareholders of record on Tuesday, March 17th will be issued a $0.0625 dividend. The ex-dividend date of this dividend is Tuesday, March 17th. This represents a $0.25 dividend on an annualized basis and a yield of 0.1%. Vertiv’s dividend payout ratio is 7.33%.

Insiders Place Their Bets

In other Vertiv news, Director Jan Van Dokkum sold 38,647 shares of the firm’s stock in a transaction that occurred on Thursday, February 26th. The stock was sold at an average price of $254.87, for a total value of $9,849,960.89. Following the completion of the sale, the director owned 25,000 shares in the company, valued at approximately $6,371,750. This trade represents a 60.72% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, EVP Anders Karlborg sold 30,487 shares of Vertiv stock in a transaction on Thursday, February 26th. The stock was sold at an average price of $246.92, for a total transaction of $7,527,850.04. Following the sale, the executive vice president owned 34,746 shares in the company, valued at $8,579,482.32. This represents a 46.74% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 489,761 shares of company stock valued at $123,356,815 in the last quarter. 2.63% of the stock is currently owned by insiders.

Institutional Investors Weigh In On Vertiv

A number of hedge funds have recently made changes to their positions in VRT. World Investment Advisors grew its stake in Vertiv by 34.5% during the fourth quarter. World Investment Advisors now owns 6,457 shares of the company’s stock worth $1,046,000 after buying an additional 1,656 shares during the last quarter. Nalls Sherbakoff Group LLC acquired a new position in shares of Vertiv in the 4th quarter worth approximately $219,000. Corient Private Wealth LLC grew its position in Vertiv by 17.9% during the 4th quarter. Corient Private Wealth LLC now owns 38,207 shares of the company’s stock worth $6,190,000 after acquiring an additional 5,802 shares during the last quarter. Hsbc Holdings PLC increased its holdings in Vertiv by 63.8% during the 4th quarter. Hsbc Holdings PLC now owns 463,294 shares of the company’s stock valued at $75,201,000 after purchasing an additional 180,538 shares in the last quarter. Finally, Redwood Family Wealth LLC acquired a new stake in Vertiv during the 4th quarter valued at $341,000. Institutional investors and hedge funds own 89.92% of the company’s stock.

Vertiv Company Profile

Vertiv is a global provider of critical digital infrastructure and continuity solutions for data centers, communication networks and commercial and industrial environments. Headquartered in Columbus, Ohio, the company designs, manufactures and services equipment and software that support power availability, thermal management and IT infrastructure management for a broad set of end markets, including hyperscale and enterprise data centers, colocation providers, telecom operators and industrial customers.

The company’s product portfolio includes uninterruptible power supplies (UPS), power distribution units (PDUs), battery and DC power systems, precision cooling and thermal management equipment, racks and enclosures, and integrated modular infrastructure.