Vertiv Holdings Co. (NYSE:VRT – Get Free Report) has been given an average recommendation of “Moderate Buy” by the twenty-nine ratings firms that are currently covering the firm, Marketbeat.com reports. Four equities research analysts have rated the stock with a hold recommendation, twenty-three have assigned a buy recommendation and two have issued a strong buy recommendation on the company. The average 12-month target price among brokers that have issued ratings on the stock in the last year is $357.08.
Several equities analysts have recently issued reports on VRT shares. Sanford C. Bernstein restated an “outperform” rating on shares of Vertiv in a report on Monday. Piper Sandler set a $375.00 price target on shares of Vertiv in a research note on Wednesday, July 29th. Evercore set a $375.00 price target on shares of Vertiv in a report on Wednesday, July 29th. Zacks Research downgraded shares of Vertiv from a “strong-buy” rating to a “hold” rating in a research note on Monday, August 31st. Finally, Robert W. Baird set a $320.00 price objective on shares of Vertiv in a report on Thursday, July 30th.
Check Out Our Latest Stock Analysis on VRT
Vertiv Stock Performance
Vertiv (NYSE:VRT – Get Free Report) last posted its quarterly earnings data on Wednesday, July 29th. The company reported $1.52 earnings per share for the quarter, topping analysts’ consensus estimates of $1.43 by $0.09. Vertiv had a return on equity of 50.47% and a net margin of 15.09%.The firm had revenue of $3.27 billion during the quarter, compared to analysts’ expectations of $3.38 billion. During the same quarter last year, the firm earned $0.95 EPS. The business’s quarterly revenue was up 24.1% on a year-over-year basis. Vertiv has set its Q3 2026 guidance at 1.770-1.830 EPS and its FY 2026 guidance at 6.650-6.750 EPS. Analysts expect that Vertiv will post 6.72 earnings per share for the current fiscal year.
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 dividend of $0.0625 per share. The ex-dividend date of this dividend was Monday, September 14th. This represents a $0.25 dividend on an annualized basis and a yield of 0.1%. Vertiv’s payout ratio is currently 5.66%.
Insiders Place Their Bets
In other news, Director Edward Monser sold 15,287 shares of the stock in a transaction dated Tuesday, September 1st. The stock was sold at an average price of $253.82, for a total value of $3,880,146.34. Following the transaction, the director directly owned 16,500 shares of the company’s stock, valued at approximately $4,188,030. This represents a 48.09% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders own 1.10% of the company’s stock.
Institutional Investors Weigh In On Vertiv
A number of institutional investors and hedge funds have recently modified their holdings of VRT. Sachetta LLC raised its position in Vertiv by 41.4% during the 1st quarter. Sachetta LLC now owns 123 shares of the company’s stock worth $31,000 after buying an additional 36 shares during the last quarter. Cornerstone Planning Group LLC boosted its holdings in shares of Vertiv by 60.5% in the 1st quarter. Cornerstone Planning Group LLC now owns 130 shares of the company’s stock valued at $33,000 after acquiring an additional 49 shares during the last quarter. GoalVest Advisory LLC boosted its holdings in shares of Vertiv by 87.3% in the 2nd quarter. GoalVest Advisory LLC now owns 148 shares of the company’s stock valued at $50,000 after acquiring an additional 69 shares during the last quarter. Center for Financial Planning Inc. increased its stake in shares of Vertiv by 554.2% in the first quarter. Center for Financial Planning Inc. now owns 157 shares of the company’s stock worth $39,000 after acquiring an additional 133 shares during the period. Finally, Ravenstone Capital Management Inc. acquired a new stake in shares of Vertiv in the first quarter worth $40,000. Institutional investors and hedge funds own 89.92% of the company’s stock.
Key Headlines Impacting Vertiv
Here are the key news stories impacting Vertiv this week:
- Positive Sentiment: Vertiv is broadening its AI data-center exposure through liquid-cooling and power-system investments, while moving closer to the grid-connection point. The company’s planned acquisition of Utility Innovation Group for approximately $1.45 billion, plus potential EBITDA-linked earn-outs, could expand its addressable market and strengthen its position across the AI power chain. How Investors Are Reacting To Vertiv Holdings Co Expanding Its AI Power Chain Reach
- Positive Sentiment: Wells Fargo initiated coverage with an Overweight rating and a $340 price target, describing Vertiv as a leading multi-industry sales-growth story. The bullish view supports the argument that premium valuation multiples may be justified by AI-driven demand and the company’s acquisition strategy. Vertiv A 1.45 Billion Power Bet Lands As Wells Fargo Defends A Premium Multiple
- Positive Sentiment: Zacks highlighted Vertiv’s above-average financial growth, keeping the stock on the radar of growth-oriented investors. However, these articles are largely screening and commentary pieces rather than new company announcements. 3 Reasons Why Growth Investors Shouldn’t Overlook Vertiv
- Negative Sentiment: The Utility Innovation Group transaction requires substantial cash and execution, increasing integration and capital-allocation risks. Investors may also be questioning whether Vertiv’s elevated valuation—roughly 47 times earnings—already reflects much of the expected AI growth.
- Negative Sentiment: Although Vertiv recently exceeded quarterly EPS expectations, revenue came in below consensus. Shares are also trading below their 50-day and 200-day moving averages, indicating continued technical weakness and caution despite the long-term AI opportunity.
About Vertiv
Vertiv Holdings Co provides digital infrastructure and continuity solutions for data centers, communication networks, and other technology-intensive facilities. The company helps customers design, build, operate, and maintain infrastructure that supports the availability, performance, and efficiency of critical digital systems.
Its product portfolio includes power management and distribution equipment, uninterruptible power supplies, switchgear, busways, racks, integrated modular systems, and data center infrastructure.
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