Vertiv (NYSE:VRT) Rating Increased to Strong-Buy at Robert W. Baird

Robert W. Baird upgraded shares of Vertiv (NYSE:VRT) to a strong-buy rating in a research report report published on Wednesday morning,Zacks.com reports.

A number of other analysts have also commented on VRT. Royal Bank Of Canada reduced their target price on Vertiv from $435.00 to $418.00 and set an “outperform” rating for the company in a report on Thursday. Glj Research raised Vertiv from a “sell” rating to a “hold” rating in a research report on Thursday, June 18th. Jefferies Financial Group reaffirmed a “hold” rating and set a $260.00 price objective (down from $280.00) on shares of Vertiv in a research report on Tuesday, March 31st. The Goldman Sachs Group boosted their target price on Vertiv from $277.00 to $311.00 and gave the stock a “buy” rating in a research report on Tuesday, April 14th. Finally, Bank of America upped their target price on shares of Vertiv from $370.00 to $440.00 and gave the company a “buy” rating in a research note on Friday, May 15th. Three investment analysts have rated the stock with a Strong Buy rating, twenty-one have assigned a Buy rating and five have given a Hold rating to the stock. According to data from MarketBeat, Vertiv has a consensus rating of “Moderate Buy” and a consensus target price of $342.73.

Vertiv Trading Down 3.5%

NYSE:VRT opened at $293.94 on Wednesday. The company’s 50 day moving average price is $321.44 and its 200-day moving average price is $269.26. Vertiv has a 52 week low of $118.70 and a 52 week high of $379.93. The company has a quick ratio of 1.15, a current ratio of 1.49 and a debt-to-equity ratio of 0.69. The stock has a market cap of $112.90 billion, a price-to-earnings ratio of 73.85, a PEG ratio of 1.31 and a beta of 2.03.

Vertiv (NYSE:VRT) last announced its quarterly earnings data on Wednesday, April 22nd. The company reported $1.17 earnings per share for the quarter, topping analysts’ consensus estimates of $1.00 by $0.17. The company had revenue of $2.65 billion during the quarter, compared to analyst estimates of $2.63 billion. Vertiv had a net margin of 14.37% and a return on equity of 49.90%. The firm’s revenue for the quarter was up 30.1% on a year-over-year basis. During the same period in the previous year, the business earned $0.64 EPS. 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 forecast that Vertiv will post 6.38 earnings per share for the current fiscal year.

Vertiv Dividend Announcement

The company also recently declared a quarterly dividend, which was paid on Thursday, June 25th. Stockholders of record on Monday, June 15th were paid 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, June 15th. Vertiv’s dividend payout ratio (DPR) is 6.28%.

Institutional Trading of Vertiv

Hedge funds have recently bought and sold shares of the company. State Street Corp lifted its holdings in Vertiv by 2.8% in the fourth quarter. State Street Corp now owns 8,694,900 shares of the company’s stock valued at $1,408,661,000 after acquiring an additional 235,577 shares during the period. Geode Capital Management LLC grew its stake in shares of Vertiv by 2.1% during the 4th quarter. Geode Capital Management LLC now owns 7,065,912 shares of the company’s stock valued at $1,141,723,000 after purchasing an additional 143,821 shares during the period. Invesco Ltd. increased its position in shares of Vertiv by 2.1% during the 4th quarter. Invesco Ltd. now owns 5,974,205 shares of the company’s stock valued at $967,881,000 after purchasing an additional 121,618 shares during the last quarter. Norges Bank purchased a new stake in shares of Vertiv during the 4th quarter valued at about $808,701,000. Finally, Northern Trust Corp lifted its stake in shares of Vertiv by 3.6% in the 4th quarter. Northern Trust Corp now owns 2,811,745 shares of the company’s stock worth $455,531,000 after purchasing an additional 97,141 shares during the period. Hedge funds and other institutional investors own 89.92% of the company’s stock.

Vertiv News Roundup

Here are the key news stories impacting Vertiv this week:

• Positive Sentiment: Baird initiated coverage on Vertiv with an Outperform rating and a $370 price target, citing strength in data center demand and the company’s role in powering AI infrastructure. Vertiv (VRT) Stock: Baird Initiates Coverage With $370 Price Target and Outperform Rating
• Positive Sentiment: Another report highlighted Vertiv as a beneficiary of the AI data center power buildout, reinforcing the growth narrative around cooling, power management, and backup infrastructure. Vertiv rated outperform in new coverage at Baird on data center demand
• Positive Sentiment: Royal Bank of Canada kept an Outperform rating on Vertiv, even after trimming its price target from $435 to $418, which still implies meaningful upside from current levels.
• Neutral Sentiment: Vertiv announced it will report second-quarter 2026 earnings on July 29 and hold a conference call the same day, which sets up the next major catalyst but does not change fundamentals by itself. Vertiv Announces Date of Second Quarter 2026 Earnings Release and Conference Call
• Neutral Sentiment: Analyst consensus remains generally constructive, with coverage pointing to a Moderate Buy view, suggesting Wall Street still sees upside but not a clear near-term acceleration.
• Negative Sentiment: The stock has faced some pressure after recent gains, and RBC’s reduced price target may have added to caution even though the firm stayed bullish on the name.

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.