Vertiv (NYSE:VRT) Now Covered by Analysts at JPMorgan Chase & Co.

JPMorgan Chase & Co. assumed coverage on shares of Vertiv (NYSE:VRT) in a research report sent to investors on Wednesday, MarketBeat reports. The firm issued a neutral rating and a $240.00 price objective on the stock.

Several other research analysts have also issued reports on the stock. The Goldman Sachs Group cut their target price on shares of Vertiv from $352.00 to $301.00 and set a “buy” rating on the stock in a research note on Thursday, July 30th. Sanford C. Bernstein lifted their price target on shares of Vertiv from $368.00 to $376.00 and gave the company an “outperform” rating in a research note on Thursday, October 29th. Loop Capital dropped their price objective on shares of Vertiv from $500.00 to $400.00 and set a “buy” rating on the stock in a report on Friday, July 31st. Jefferies Financial Group dropped their price objective on shares of Vertiv from $320.00 to $245.00 and set a “hold” rating on the stock in a report on Thursday, July 30th. Finally, Piper Sandler set a $375.00 price objective on shares of Vertiv in a research report on Wednesday, July 29th. Two equities research analysts have rated the stock with a Strong Buy rating, twenty-two have assigned a Buy rating, five have assigned a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $333.70.

Vertiv Price Performance

Shares of VRT opened at $206.79 on Wednesday. The firm has a market cap of $79.63 billion, a PE ratio of 31.03, a price-to-earnings-growth ratio of 0.62 and a beta of 2.11. Vertiv has a 52-week low of $147.82 and a 52-week high of $379.93. The business’s 50 day moving average price is $233.57 and its two-hundred day moving average price is $270.02. The company has a debt-to-equity ratio of 0.53, a quick ratio of 1.01 and a current ratio of 1.39.

Vertiv (NYSE:VRT) last announced its quarterly earnings data on Wednesday, October 28th. The company reported $2.21 EPS for the quarter, topping the consensus estimate of $1.82 by $0.39. The company had revenue of $4.31 billion during the quarter, compared to the consensus estimate of $3.75 billion. Vertiv had a net margin of 15.99% and a return on equity of 53.31%. The company’s quarterly revenue was up 61.2% on a year-over-year basis. During the same quarter last year, the firm posted $1.24 EPS. On average, equities analysts anticipate that Vertiv will post 7.17 EPS for the current year.

Vertiv Dividend Announcement

The company also recently announced a quarterly dividend, which was paid on Thursday, September 24th. Stockholders of record on Monday, September 14th were given a dividend of $0.0625 per share. This represents a $0.25 dividend on an annualized basis and a dividend yield of 0.1%. The ex-dividend date of this dividend was Monday, September 14th. Vertiv’s dividend payout ratio is presently 4.67%.

Insider Activity

In related 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 sale, the director owned 16,500 shares of the company’s stock, valued at approximately $4,188,030. This trade represents a 48.09% decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 1.10% of the stock is currently owned by corporate insiders.

Institutional Trading of Vertiv

Hedge funds and other institutional investors have recently bought and sold shares of the business. State Street Corp grew its holdings in shares of Vertiv by 4.5% during the second quarter. State Street Corp now owns 16,531,530 shares of the company’s stock valued at $5,535,087,000 after buying an additional 704,970 shares during the last quarter. Wellington Management Group LLP increased its position in shares of Vertiv by 14.1% during the second quarter. Wellington Management Group LLP now owns 3,794,360 shares of the company’s stock worth $1,270,428,000 after acquiring an additional 468,380 shares in the last quarter. Arrowstreet Capital Limited Partnership increased its position in shares of Vertiv by 1.9% during the first quarter. Arrowstreet Capital Limited Partnership now owns 2,709,276 shares of the company’s stock worth $678,890,000 after acquiring an additional 51,328 shares in the last quarter. Bank of New York Mellon Corp raised its holdings in shares of Vertiv by 33.7% in the 1st quarter. Bank of New York Mellon Corp now owns 2,410,642 shares of the company’s stock worth $604,059,000 after acquiring an additional 608,176 shares during the last quarter. Finally, Legal & General Group Plc raised its holdings in shares of Vertiv by 1.1% in the 2nd quarter. Legal & General Group Plc now owns 2,138,967 shares of the company’s stock worth $716,169,000 after acquiring an additional 23,444 shares during the last quarter. Institutional investors own 89.92% of the company’s stock.

Recent Vertiv Headlines

Investors following VRT have been watching these headlines:

• Positive Sentiment: Vertiv reported 61% year-over-year revenue growth in the third quarter of 2026, with earnings and revenue above analyst expectations. The company also raised its fourth-quarter and full-year outlook, while organic orders increased more than 100%—evidence that demand for its data-center power and cooling systems remains robust. Vertiv Stocks Climb as AI Data Center Rebound Lifts Power and Cooling Supplier
• Positive Sentiment: A three-year supply agreement with Infineon Technologies is intended to secure power semiconductors for Vertiv’s AI-focused systems. Reliable access to key components could help the company meet demand as it expands its role in data-center power and cooling infrastructure. Does Earnings Beat Change The Bull Case For Vertiv?
• Negative Sentiment: AI-power and electrical-equipment shares have faced sharp swings, with investors weighing near-term concerns about the sector despite strong company results. JPMorgan sees room for an AI-stock rebound but remains cautious on electrical equipment, which could continue to constrain VRT’s valuation. JPMorgan sees potential AI stock rebound but remains cautious on electrical equipment

About Vertiv

Vertiv Holdings Co. (NYSE: VRT) designs, manufactures and services critical digital infrastructure used by data centers, communications networks and commercial and industrial facilities. Its offerings help customers maintain reliable power, cooling and operating conditions for technology systems. The company’s products and solutions include uninterruptible power supplies, power distribution equipment, thermal management systems, racks, integrated modular infrastructure, and monitoring and control software.