Vertiv (NYSE:VRT) Issues FY 2026 Earnings Guidance

Vertiv (NYSE:VRT) updated its FY 2026 earnings guidance on Wednesday. The company provided EPS guidance of 6.300-6.400 for the period, compared to the consensus EPS estimate of 6.160. The company issued revenue guidance of $13.5 billion-$14.5 billion, compared to the consensus revenue estimate of $13.7 billion. Vertiv also updated its Q2 2026 guidance to 1.370-1.430 EPS.

Wall Street Analysts Forecast Growth

A number of equities analysts recently issued reports on the company. Roth Mkm reissued a “buy” rating and set a $335.00 price target on shares of Vertiv in a report on Thursday, April 16th. Barclays raised their price target on Vertiv from $300.00 to $345.00 and gave the stock an “overweight” rating in a report on Thursday. BNP Paribas Exane assumed coverage on Vertiv in a report on Tuesday, April 14th. They set an “outperform” rating and a $345.00 price target on the stock. Oppenheimer reissued an “outperform” rating and set a $330.00 price target on shares of Vertiv in a report on Thursday. Finally, HSBC assumed coverage on Vertiv in a report on Wednesday, March 25th. They set a “buy” rating and a $325.00 price target on the stock. Twenty-one investment analysts have rated the stock with a Buy rating, four have given a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average target price of $272.43.

Vertiv Stock Performance

NYSE VRT opened at $321.60 on Friday. 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 $266.67 and its two-hundred day moving average is $208.41. Vertiv has a 12-month low of $80.00 and a 12-month high of $325.25. The stock has a market capitalization of $123.04 billion, a price-to-earnings ratio of 80.80, a PEG ratio of 1.49 and a beta of 2.04.

Vertiv (NYSE:VRT) last released its earnings results on Wednesday, April 22nd. The company reported $1.17 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.00 by $0.17. Vertiv had a return on equity of 52.45% and a net margin of 14.37%.The company had revenue of $2.65 billion for the quarter, compared to analysts’ expectations of $2.63 billion. During the same quarter in the previous year, the firm posted $0.64 EPS. The firm’s quarterly revenue was up 30.1% on a year-over-year basis. Vertiv has set its Q2 2026 guidance at 1.370-1.430 EPS and its FY 2026 guidance at 6.300-6.400 EPS. Research analysts expect that Vertiv will post 6.35 EPS for the current year.

Vertiv Announces Dividend

The company also recently declared 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 of this dividend was Tuesday, March 17th. This represents a $0.25 annualized dividend and a dividend yield of 0.1%. Vertiv’s payout ratio is 7.33%.

Insiders Place Their Bets

In related news, Director Roger Fradin sold 101,666 shares of the company’s stock in a transaction that occurred on Friday, February 27th. The stock was sold at an average price of $252.13, for a total value of $25,633,048.58. 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 shares were sold at an average price of $254.87, for a total value of $9,849,960.89. Following the completion of the sale, the director directly owned 25,000 shares in the company, valued at approximately $6,371,750. The trade was a 60.72% decrease in their position. The SEC filing for this sale provides additional information. Over the last quarter, insiders have sold 489,761 shares of company stock worth $123,356,815. 2.63% of the stock is owned by insiders.

More Vertiv News

Here are the key news stories impacting Vertiv this week:

• Positive Sentiment: Q1 beat and guidance raise — Vertiv reported Q1 adjusted EPS of $1.17 (well above consensus) and revenue of $2.65B, with improving margins and strong cash flow; management raised FY‑2026 EPS and set a solid FY revenue range, supporting the bullish move. Vertiv Raises Outlook After Strong Q1 as Margins Improve, UBS Says
• Positive Sentiment: Strong underlying metrics — operating profit, adjusted operating margin and free‑cash‑flow all improved materially year‑over‑year, driven by data‑center power demand and higher pricing power. Vertiv Reports Strong First Quarter with Diluted EPS Growth of 136%
• Positive Sentiment: Analyst upgrade — Morgan Stanley bumped its price target to $350 and kept an overweight stance, reinforcing buy-side momentum after the quarter. Benzinga
• Neutral Sentiment: Wall‑street commentary and coverage — several outlets and broker notes (RBC, Zacks, Seeking Alpha analyses) highlight Vertiv’s long‑term AI/data‑center growth opportunity while also flagging elevated valuation after a large run-up. Vertiv Q1 Earnings Beat Estimates, Net Sales Rise Y/Y, Shares Rise
• Negative Sentiment: Near‑term revenue guide slightly soft — Q2 revenue midpoint was issued a bit below some analyst estimates, which could temper upside in the next quarter if regional headwinds persist. VRT Q1 Deep Dive: Data Center Demand Drives Growth, Guidance Faces Near-Term Challenges
• Negative Sentiment: Market concerns about regional softness and valuation — reports note EMEA weakness and commentary about “peak growth/peak valuation” after the stock’s rapid gains; some traders increased put buying into the print. Vertiv: Mounting Worries Of Peak Growth And Peak Valuation

Institutional Investors Weigh In On Vertiv

A number of institutional investors and hedge funds have recently bought and sold shares of VRT. Marshall Wace LLP lifted its stake in Vertiv by 265.6% in the 4th quarter. Marshall Wace LLP now owns 2,670,007 shares of the company’s stock valued at $432,568,000 after buying an additional 1,939,749 shares in the last quarter. Ameriprise Financial Inc. lifted its stake in Vertiv by 49.5% in the 2nd quarter. Ameriprise Financial Inc. now owns 2,811,114 shares of the company’s stock valued at $361,033,000 after buying an additional 930,158 shares in the last quarter. Qube Research & Technologies Ltd purchased a new stake in Vertiv in the 3rd quarter valued at approximately $125,331,000. Coatue Management LLC purchased a new stake in Vertiv in the 4th quarter valued at approximately $134,298,000. Finally, Renaissance Technologies LLC lifted its stake in Vertiv by 219.5% in the 4th quarter. Renaissance Technologies LLC now owns 1,144,329 shares of the company’s stock valued at $185,393,000 after buying an additional 786,117 shares in the last quarter. Hedge funds and other institutional investors own 89.92% of the company’s stock.

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.