Vertiv (NYSE:VRT) Shares Up 3.5% Following Analyst Upgrade

Posted by Brenda Bartman on Apr 14th, 2026

Vertiv Holdings Co. (NYSE:VRT – Get Free Report)’s stock price rose 3.5% on Tuesday after The Goldman Sachs Group raised their price target on the stock from $277.00 to $311.00. The Goldman Sachs Group currently has a buy rating on the stock. Vertiv traded as high as $312.46 and last traded at $310.48. Approximately 4,963,967 shares were traded during trading, a decline of 33% from the average daily volume of 7,459,781 shares. The stock had previously closed at $299.96.

Several other equities analysts have also weighed in on VRT. Oppenheimer restated an “outperform” rating and set a $270.00 target price on shares of Vertiv in a report on Thursday, February 12th. Jefferies Financial Group restated a “hold” rating and set a $260.00 target price (down from $280.00) on shares of Vertiv in a report on Tuesday, March 31st. Wall Street Zen lowered shares of Vertiv from a “strong-buy” rating to a “buy” rating in a report on Saturday, March 14th. Morgan Stanley restated an “overweight” rating and set a $285.00 target price on shares of Vertiv in a report on Friday, February 13th. Finally, BNP Paribas Exane initiated coverage on shares of Vertiv in a report on Tuesday. They set an “outperform” rating and a $345.00 target price on the stock. One research analyst has rated the stock with a Strong Buy rating, twenty-one have assigned a Buy rating, three have assigned a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average price target of $246.76.

Check Out Our Latest Stock Report on Vertiv

Insider Buying and Selling

In other news, Chairman David M. Cote sold 40,000 shares of the business’s stock in a transaction dated Thursday, February 26th. The shares were sold at an average price of $255.29, for a total value of $10,211,600.00. Following the completion of the sale, the chairman owned 22,258 shares of the company’s stock, valued at approximately $5,682,244.82. The trade was a 64.25% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, Director Jan Van Dokkum sold 38,647 shares of the business’s stock in a transaction dated Thursday, February 26th. The stock was sold at an average price of $254.87, for a total transaction of $9,849,960.89. Following the completion of the sale, the director directly owned 25,000 shares of the company’s stock, valued at $6,371,750. The trade was a 60.72% decrease in their position. The SEC filing for this sale provides additional information. In the last three months, insiders have sold 489,761 shares of company stock worth $123,356,815. 2.63% of the stock is currently owned by insiders.

Trending Headlines about Vertiv

Here are the key news stories impacting Vertiv this week:

Positive Sentiment: Acquisition of BMarko Structures to expand manufactured and converged infrastructure capacity — strengthens in‑house structural fabrication and speeds delivery of scaleable solutions for AI data centers, supporting revenue and margin expansion prospects. Vertiv Acquires BMarko Structures to Expand Capacity for Manufactured and Converged Infrastructure Solutions
Positive Sentiment: Citi raised its price target to $340 (maintained Buy) citing durable AI-driven industrial trends — signal that sell‑side sees more upside from Vertiv’s exposure to data‑center and AI infrastructure demand. Citi Raises Vertiv Price Target to $340 as AI-Driven Industrial Trends Stay Intact
Positive Sentiment: Goldman Sachs raised its price target from $277 to $311 and kept a Buy — another institutional endorsement that likely contributed to upside momentum. Goldman Sachs raises price target to $311
Positive Sentiment: Named among companies partnering with Nvidia in 2026 — strategic alignment with a leading AI‑infrastructure platform enhances Vertiv’s relevance to hyperscaler and enterprise AI builds. Vertiv Holdings (VRT) Is Among The Companies That Partnered With Nvidia in 2026
Positive Sentiment: Collaboration with CPower to integrate Vertiv EnergyCore Grid BESS into a virtual power plant — improves speed‑to‑power, interconnection strategies, resilience and monetization of behind‑the‑meter assets for data centers. CPower and Vertiv Collaborate to Help Data Centers Accelerate Interconnection and Unlock Value from Energy Assets
Neutral Sentiment: Market coverage highlights and stock outperformance notes — media roundups (Zacks/Yahoo) flag recent gains and investor attention but contain no new fundamentals. Vertiv Holdings Co. (VRT) Outperforms Broader Market: What You Need to Know
Neutral Sentiment: Sector Q4 review and peer comparisons provide context on performance versus electrical‑systems peers — useful for investors but not a direct catalyst. Electrical Systems Stocks Q4 In Review: Vertiv (NYSE:VRT) Vs Peers

Institutional Investors Weigh In On Vertiv

Several hedge funds and other institutional investors have recently modified their holdings of VRT. Empowered Funds LLC increased its position in shares of Vertiv by 25.9% in the 1st quarter. Empowered Funds LLC now owns 11,557 shares of the company’s stock worth $834,000 after purchasing an additional 2,377 shares during the last quarter. Sivia Capital Partners LLC bought a new stake in shares of Vertiv in the 2nd quarter worth about $567,000. Cary Street Partners Financial LLC grew its position in shares of Vertiv by 19.8% during the 2nd quarter. Cary Street Partners Financial LLC now owns 1,390 shares of the company’s stock valued at $178,000 after buying an additional 230 shares during the last quarter. Bank of Nova Scotia grew its position in shares of Vertiv by 49.7% during the 2nd quarter. Bank of Nova Scotia now owns 29,239 shares of the company’s stock valued at $3,755,000 after buying an additional 9,712 shares during the last quarter. Finally, Ossiam bought a new stake in shares of Vertiv during the 2nd quarter valued at about $50,000. Institutional investors own 89.92% of the company’s stock.

Vertiv Trading Up 3.5%

The company has a current ratio of 1.55, a quick ratio of 1.22 and a debt-to-equity ratio of 0.73. The business’s 50-day moving average is $250.01 and its two-hundred day moving average is $200.43. The firm has a market cap of $118.79 billion, a P/E ratio of 91.05, a P/E/G ratio of 1.49 and a beta of 2.04.

Vertiv (NYSE:VRT – Get Free Report) last announced its quarterly earnings data on Wednesday, February 11th. The company reported $1.36 earnings per share for the quarter, beating analysts’ consensus estimates of $1.29 by $0.07. Vertiv had a net margin of 13.03% and a return on equity of 49.55%. The business had revenue of $2.88 billion during the quarter, compared to the consensus estimate of $2.89 billion. During the same quarter in the prior year, the firm earned $0.99 EPS. The company’s revenue for the quarter was up 22.7% compared to the same quarter last year. Vertiv has set its Q1 2026 guidance at 0.950-1.010 EPS and its FY 2026 guidance at 5.970-6.070 EPS. As a group, analysts expect that Vertiv Holdings Co. will post 3.59 earnings per share for the current fiscal year.

Vertiv Dividend Announcement

The firm also recently disclosed a quarterly dividend, which was paid on Thursday, March 26th. Investors of record on Tuesday, March 17th 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 Tuesday, March 17th. Vertiv’s dividend payout ratio is currently 7.33%.

About Vertiv

(Get Free Report)

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.