Vertiv (NYSE:VRT) Hits New 12-Month High – Here’s What Happened

Vertiv Holdings Co. (NYSE:VRT) shares reached a new 52-week high on Wednesday . The stock traded as high as $372.16 and last traded at $363.3160, with a volume of 83444 shares traded. The stock had previously closed at $367.13.

Trending Headlines about Vertiv

Here are the key news stories impacting Vertiv this week:

• Positive Sentiment: Vertiv’s share price has been supported by blowout first-quarter results and multiple analyst price target increases, with investors citing surging AI-driven data center demand as a key growth driver. Why Vertiv (VRT) Stock Is Trading Up Today
• Positive Sentiment: The company expanded its AI cooling capabilities by acquiring Strategic Thermal Labs, which adds liquid-cooling and high-density thermal management expertise to Vertiv’s portfolio. Why Vertiv (VRT) Sits Inside the Grid-to-Chip Power Chain for AI Infrastructure
• Positive Sentiment: Vertiv was also named a key infrastructure partner for Hut 8’s Beacon Point AI campus project, further strengthening its exposure to large-scale AI buildouts. Vertiv News Ties AI Cooling Deals To Premium Valuation Debate
• Positive Sentiment: Wall Street commentary remains favorable, with analysts and market watchers continuing to describe Vertiv as a strong “picks-and-shovels” AI infrastructure play. Wall Street Analysts See Vertiv (VRT) as a Buy: Should You Invest?
• Neutral Sentiment: Jim Cramer said investors should “buy half and then wait for a decline,” a mixed view that acknowledges Vertiv’s strengths but suggests the stock may have already run up significantly. Jim Cramer on Vertiv: “You Buy Half and Then You Wait for a Decline”

Wall Street Analysts Forecast Growth

VRT has been the topic of several research reports. TD Cowen increased their target price on shares of Vertiv from $269.00 to $347.00 and gave the company a “buy” rating in a research report on Thursday, April 23rd. Roth Mkm reiterated a “buy” rating and issued a $335.00 price objective on shares of Vertiv in a report on Thursday, April 16th. Wall Street Zen lowered shares of Vertiv from a “strong-buy” rating to a “buy” rating in a research note on Sunday, May 10th. HSBC began coverage on Vertiv in a research report on Wednesday, March 25th. They issued a “buy” rating and a $325.00 price target for the company. Finally, Mizuho increased their price target on Vertiv from $198.00 to $290.00 and gave the company an “outperform” rating in a report on Thursday, February 12th. Twenty-two research analysts have rated the stock with a Buy rating, four have assigned a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat.com, Vertiv currently has an average rating of “Moderate Buy” and a consensus price target of $294.64.

Vertiv Price Performance

The stock has a 50 day simple moving average of $291.25 and a two-hundred day simple moving average of $224.32. The company has a market cap of $144.12 billion, a price-to-earnings ratio of 94.28, a price-to-earnings-growth ratio of 1.59 and a beta of 2.09. The company has a debt-to-equity ratio of 0.69, a current ratio of 1.49 and a quick ratio of 1.15.

Vertiv (NYSE:VRT) last announced its quarterly earnings results on Wednesday, April 22nd. The company reported $1.17 EPS for the quarter, beating the consensus estimate of $1.00 by $0.17. Vertiv had a return on equity of 49.90% and a net margin of 14.37%.The business had revenue of $2.65 billion for the quarter, compared to analyst estimates of $2.63 billion. During the same quarter in the prior year, the company posted $0.64 EPS. The company’s quarterly revenue was up 30.1% on a year-over-year basis. Vertiv has set its Q2 2026 guidance at 1.370-1.430 EPS and its FY 2026 guidance at 6.300-6.400 EPS. On average, equities research analysts predict that Vertiv Holdings Co. will post 6.42 earnings per share for the current fiscal year.

Vertiv Announces Dividend

The company also recently announced a quarterly dividend, which was paid on Thursday, March 26th. Investors of record on Tuesday, March 17th were paid a dividend of $0.0625 per share. The ex-dividend date of this dividend was Tuesday, March 17th. This represents a $0.25 annualized dividend and a yield of 0.1%. Vertiv’s dividend payout ratio is presently 6.28%.

Insider Activity

In related news, Director Steven Reinemund sold 65,000 shares of the stock in a transaction dated Thursday, February 26th. The stock was sold at an average price of $253.95, for a total transaction of $16,506,750.00. Following the transaction, the director owned 68,333 shares of the company’s stock, valued at approximately $17,353,165.35. This represents a 48.75% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, Director Roger Fradin sold 101,667 shares of the stock in a transaction dated Thursday, February 26th. The stock was sold at an average price of $253.42, for a total value of $25,764,451.14. Following the transaction, the director directly owned 40,000 shares in the company, valued at approximately $10,136,800. The trade was a 71.76% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold 489,761 shares of company stock worth $123,356,815 in the last quarter. Insiders own 1.10% of the company’s stock.

Institutional Investors Weigh In On Vertiv

Several large investors have recently bought and sold shares of the stock. Wealth Alliance LLC purchased a new stake in Vertiv during the 1st quarter worth about $233,000. Bridgewater Advisors Inc. purchased a new stake in Vertiv during the 1st quarter worth about $255,000. Healthcare of Ontario Pension Plan Trust Fund increased its holdings in Vertiv by 536.3% during the 1st quarter. Healthcare of Ontario Pension Plan Trust Fund now owns 76,358 shares of the company’s stock worth $19,134,000 after purchasing an additional 64,358 shares during the period. Dai ichi Life Insurance Company Ltd increased its holdings in Vertiv by 73.0% during the 1st quarter. Dai ichi Life Insurance Company Ltd now owns 36,711 shares of the company’s stock worth $9,199,000 after purchasing an additional 15,490 shares during the period. Finally, GC Wealth Management RIA LLC increased its holdings in Vertiv by 5.8% during the 1st quarter. GC Wealth Management RIA LLC now owns 3,649 shares of the company’s stock worth $914,000 after purchasing an additional 201 shares during the period. Hedge funds and other institutional investors own 89.92% of the company’s stock.

About Vertiv

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.