Vertiv (NYSE:VRT) Issues Quarterly Earnings Results

Vertiv (NYSE:VRT) issued its quarterly earnings results on Wednesday. The company reported $2.21 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.82 by $0.39, FiscalAI reports. The firm had revenue of $4.31 billion for the quarter, compared to analyst estimates of $3.75 billion. The company’s revenue was up 61.2% compared to the same quarter last year. During the same period last year, the company earned $1.24 EPS.

Vertiv Stock Up 13.0%

Shares of VRT traded up $27.04 during trading hours on Wednesday, reaching $235.60. 8,136,037 shares of the stock traded hands, compared to its average volume of 6,395,787. Vertiv has a 52-week low of $147.82 and a 52-week high of $379.93. The company’s 50-day moving average price is $244.16 and its two-hundred day moving average price is $267.83.

Vertiv Announces Dividend

The company also recently declared a quarterly dividend, which was paid on Thursday, September 24th. Shareholders of record on Monday, September 14th were given a $0.0625 dividend. This represents a $0.25 dividend on an annualized basis and a dividend yield of 0.1%. The ex-dividend date was Monday, September 14th.

Insider Activity at Vertiv

In other Vertiv news, Director Edward Monser sold 15,287 shares of Vertiv stock in a transaction on Tuesday, September 1st. The shares were sold at an average price of $253.82, for a total value of $3,880,146.34. Following the completion of the transaction, the director directly owned 16,500 shares of the company’s stock, valued at $4,188,030. This trade represents a 48.09% decrease in their position. The sale was disclosed in a filing with the SEC, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Corporate insiders own 1.10% of the company’s stock.

Key Headlines Impacting Vertiv

Here are the key news stories impacting Vertiv this week:

• Positive Sentiment: Vertiv reported third-quarter revenue of $4.31 billion, up 61% year over year and ahead of the $3.75 billion analyst consensus. Adjusted earnings were $2.21 per share versus expectations of $1.82, while earnings growth and operating profit also accelerated. Vertiv third-quarter 2026 results
• Positive Sentiment: Organic orders more than doubled, signaling robust demand for Vertiv’s data-center power, thermal-management and critical-infrastructure products. The company also raised its 2026 outlook across key metrics, improving visibility for investors. Vertiv Q3 2026 organic orders
• Positive Sentiment: The earnings report supports the view that Vertiv offers a direct way to participate in the AI infrastructure boom. Strong Americas demand, manufacturing expansion and growing adoption of liquid-cooling solutions were identified as key growth drivers. Vertiv earnings and AI infrastructure
• Positive Sentiment: Vertiv completed its approximately $1.45 billion acquisition of UtilityInnovation Group, adding microgrid controls, onsite-generation orchestration and power-management capabilities aimed at power-constrained data centers. Vertiv completes UtilityInnovation Group acquisition
• Positive Sentiment: The new Vertiv SmartIT platform, developed with NVIDIA-related architectures, packages rack infrastructure, power distribution, monitoring and liquid cooling into a pre-engineered solution designed to speed high-density AI deployments. Vertiv SmartIT platform
• Negative Sentiment: Despite the strong operating momentum, analysts have highlighted Vertiv’s premium valuation, and the UIG acquisition requires significant upfront cash plus up to $1.15 billion in contingent consideration. These factors could increase execution and valuation risk following the rally.

Analyst Upgrades and Downgrades

A number of equities research analysts recently issued reports on the company. Piper Sandler set a $375.00 price target on Vertiv in a research report on Wednesday, July 29th. Mizuho lowered their target price on shares of Vertiv from $300.00 to $280.00 and set an “outperform” rating on the stock in a report on Thursday, October 15th. Zacks Research downgraded shares of Vertiv from a “strong-buy” rating to a “hold” rating in a report on Monday, August 31st. Sanford C. Bernstein restated an “outperform” rating on shares of Vertiv in a research report on Monday, September 28th. Finally, Deutsche Bank Aktiengesellschaft reduced their price objective on Vertiv from $331.00 to $323.00 and set a “buy” rating on the stock in a research report on Wednesday, September 30th. Two research analysts have rated the stock with a Strong Buy rating, twenty-two have given a Buy rating, five have assigned a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average price target of $335.67.

Vertiv Company Profile

Vertiv Holdings Co (NYSE: VRT) designs, manufactures and services critical digital infrastructure that supports data centers, communication networks and other facilities requiring reliable power and environmental control. Its solutions are used by cloud and colocation providers, telecommunications companies, enterprises, industrial organizations and edge-computing operators.

The company’s offerings include uninterruptible power supplies, power distribution and management systems, thermal-management and cooling equipment, integrated racks and enclosures, modular infrastructure, and monitoring and control software.