Vertiv (NYSE:VRT) Releases Earnings Results, Beats Estimates By $0.17 EPS

Vertiv (NYSE:VRT) announced its quarterly earnings results on Wednesday. The company reported $1.17 earnings per share for the quarter, beating analysts’ consensus estimates of $1.00 by $0.17, Zacks reports. Vertiv had a net margin of 13.03% and a return on equity of 49.55%. The company’s quarterly revenue was up 30.1% compared to the same quarter last year. During the same period in the previous year, the firm earned $0.64 earnings per share. Vertiv updated its Q2 2026 guidance to 1.370-1.430 EPS and its FY 2026 guidance to 6.300-6.400 EPS.

Vertiv Stock Performance

NYSE VRT opened at $311.77 on Wednesday. The company has a quick ratio of 1.22, a current ratio of 1.55 and a debt-to-equity ratio of 0.73. Vertiv has a 52-week low of $69.00 and a 52-week high of $323.04. The business’s 50-day moving average price is $263.82 and its 200 day moving average price is $206.93. The firm has a market cap of $119.28 billion, a P/E ratio of 91.43, a P/E/G ratio of 1.58 and a beta of 2.04.

Vertiv Dividend Announcement

The firm also recently announced a quarterly dividend, which was paid on Thursday, March 26th. Stockholders of record on Tuesday, March 17th were paid a dividend of $0.0625 per share. The ex-dividend date was Tuesday, March 17th. This represents a $0.25 annualized dividend and a dividend yield of 0.1%. Vertiv’s dividend payout ratio is 7.33%.

Vertiv News Summary

Here are the key news stories impacting Vertiv this week:

• Positive Sentiment: Vertiv beat Q1 EPS expectations, reporting $1.17 vs. the Zacks consensus of $1.02 and vs. $0.64 a year ago — a clear earnings beat that supports the stock’s fundamental story. Article Title
• Positive Sentiment: Management raised FY2026 guidance to $6.30–$6.40 EPS (above street consensus ~6.16) and reiterated strong topline range of roughly $13.5B–$14.5B — a bullish signal for long-term revenue and profitability expectations. Article Title
• Positive Sentiment: Q1 operational metrics were strong: net sales +30% YoY, adjusted operating margin ~20.8% (up ~430bps), and large operating/ free cash flow generation — all supportive of valuation multiple expansion. Article Title
• Neutral Sentiment: Strategic partnerships and AI/data-center positioning (e.g., work on battery energy storage systems and liquid-cooling tailwinds) are reiterated as multi-quarter growth catalysts but are longer‑term drivers rather than immediate price movers. Article Title
• Negative Sentiment: Q2 EPS guidance of $1.37–$1.43 came in a touch below the consensus ~$1.44 (and revenue guide $3.3B–$3.5B only marginally around estimates), creating short‑term growth cadence concerns despite the stronger full‑year outlook. View Press Release
• Negative Sentiment: Macro worries (investor commentary about a potential global slowdown) prompted premarket weakness as traders weighed cyclical demand risk for data‑center equipment. Article Title

Wall Street Analyst Weigh In

VRT has been the subject of several research reports. Evercore reissued an “outperform” rating and issued a $350.00 target price on shares of Vertiv in a report on Monday. JPMorgan Chase & Co. decreased their target price on Vertiv from $230.00 to $225.00 and set an “overweight” rating for the company in a research report on Friday, January 16th. Barclays raised their price target on Vertiv from $281.00 to $300.00 and gave the stock an “overweight” rating in a research note on Wednesday, April 1st. Royal Bank Of Canada lifted their price target on Vertiv from $200.00 to $266.00 and gave the stock an “outperform” rating in a research report on Thursday, February 12th. Finally, The Goldman Sachs Group boosted their price objective on Vertiv from $277.00 to $311.00 and gave the company a “buy” rating in a research note on Tuesday, April 14th. Twenty-one equities research analysts have rated the stock with a Buy rating, four have assigned a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat, Vertiv currently has an average rating of “Moderate Buy” and a consensus target price of $252.95.

Insider Activity

In other news, Chairman David M. Cote sold 40,000 shares of the business’s stock in a transaction that occurred on Thursday, February 26th. The stock was sold at an average price of $255.29, for a total value of $10,211,600.00. Following the transaction, 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 ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, Director Jan Van Dokkum sold 38,647 shares of the company’s stock in a transaction that occurred on Thursday, February 26th. The stock was sold at an average price of $254.87, for a total value of $9,849,960.89. Following the sale, the director owned 25,000 shares of the company’s stock, valued at $6,371,750. This trade represents a 60.72% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold 489,761 shares of company stock worth $123,356,815 over the last quarter. 5.01% of the stock is owned by insiders.

Hedge Funds Weigh In On Vertiv

Several institutional investors have recently bought and sold shares of the company. Empowered Funds LLC boosted its holdings in shares of Vertiv by 25.9% in the first quarter. Empowered Funds LLC now owns 11,557 shares of the company’s stock valued at $834,000 after acquiring an additional 2,377 shares in the last quarter. Sivia Capital Partners LLC purchased a new position in Vertiv during the second quarter worth about $567,000. Cary Street Partners Financial LLC lifted its position in Vertiv by 19.8% in the second quarter. Cary Street Partners Financial LLC now owns 1,390 shares of the company’s stock valued at $178,000 after purchasing an additional 230 shares during the period. Bank of Nova Scotia lifted its position in Vertiv by 49.7% in the second quarter. Bank of Nova Scotia now owns 29,239 shares of the company’s stock valued at $3,755,000 after purchasing an additional 9,712 shares during the period. Finally, Ossiam purchased a new stake in Vertiv in the 2nd quarter valued at approximately $50,000. 89.92% of the stock is owned by institutional investors and hedge funds.

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.