Vertiv Holdings Co. (NYSE:VRT – Get Free Report) has been assigned an average rating of “Moderate Buy” from the twenty-six analysts that are currently covering the firm, Marketbeat Ratings reports. One investment analyst has rated the stock with a sell rating, four have assigned a hold rating and twenty-one have issued a buy rating on the company. The average 12 month price target among analysts that have updated their coverage on the stock in the last year is $278.3810.
Several research firms have commented on VRT. TD Cowen increased their price objective on shares of Vertiv from $269.00 to $347.00 and gave the company a “buy” rating in a report on Thursday, April 23rd. Mizuho increased their price objective on shares of Vertiv from $198.00 to $290.00 and gave the company an “outperform” rating in a report on Thursday, February 12th. HSBC began coverage on shares of Vertiv in a report on Wednesday, March 25th. They set a “buy” rating and a $325.00 price objective for the company. Evercore reissued an “outperform” rating and set a $350.00 price objective on shares of Vertiv in a report on Monday, April 20th. Finally, JPMorgan Chase & Co. increased their price objective on shares of Vertiv from $305.00 to $350.00 and gave the company an “overweight” rating in a report on Friday, April 24th.
Read Our Latest Stock Analysis on VRT
Vertiv Stock Up 3.0%
Vertiv (NYSE:VRT – Get Free Report) last released its quarterly earnings data on Wednesday, April 22nd. The company reported $1.17 EPS for the quarter, beating the consensus estimate of $1.00 by $0.17. Vertiv had a net margin of 14.37% and a return on equity of 49.90%. The business had revenue of $2.65 billion during the quarter, compared to the consensus estimate of $2.63 billion. During the same quarter in the prior year, the firm earned $0.64 EPS. The business’s 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. Analysts forecast that Vertiv will post 6.42 earnings per share for the current fiscal year.
Vertiv Announces Dividend
The firm also recently announced a quarterly dividend, which was paid on Thursday, March 26th. Stockholders of record on Tuesday, March 17th were given a dividend of $0.0625 per share. This represents a $0.25 annualized dividend and a dividend yield of 0.1%. The ex-dividend date was Tuesday, March 17th. Vertiv’s dividend payout ratio is currently 6.28%.
Insider Activity
In other news, Chairman David M. Cote sold 40,000 shares of the company’s stock in a transaction dated Thursday, February 26th. The shares were sold at an average price of $255.29, for a total transaction of $10,211,600.00. Following the sale, the chairman directly owned 22,258 shares in the company, valued at approximately $5,682,244.82. This represents a 64.25% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, EVP Anders Karlborg sold 30,487 shares of the company’s stock in a transaction dated Thursday, February 26th. The shares were sold at an average price of $246.92, for a total transaction of $7,527,850.04. Following the sale, the executive vice president owned 34,746 shares in the company, valued at $8,579,482.32. This represents a 46.74% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last three months, insiders sold 489,761 shares of company stock worth $123,356,815. 1.10% of the stock is owned by insiders.
Institutional Trading of Vertiv
Several hedge funds have recently made changes to their positions in VRT. CreativeOne Wealth LLC increased its position in shares of Vertiv by 187.8% during the third quarter. CreativeOne Wealth LLC now owns 10,646 shares of the company’s stock worth $1,606,000 after acquiring an additional 6,947 shares during the period. Abundance Wealth Counselors increased its position in shares of Vertiv by 313.7% during the third quarter. Abundance Wealth Counselors now owns 10,165 shares of the company’s stock worth $1,533,000 after acquiring an additional 7,708 shares during the period. Plato Investment Management Ltd increased its position in shares of Vertiv by 272.7% during the third quarter. Plato Investment Management Ltd now owns 8,825 shares of the company’s stock worth $1,321,000 after acquiring an additional 6,457 shares during the period. KLP Kapitalforvaltning AS increased its position in shares of Vertiv by 5.5% during the third quarter. KLP Kapitalforvaltning AS now owns 143,100 shares of the company’s stock worth $21,588,000 after acquiring an additional 7,400 shares during the period. Finally, NTV Asset Management LLC increased its position in shares of Vertiv by 200.7% during the third quarter. NTV Asset Management LLC now owns 26,458 shares of the company’s stock worth $3,991,000 after acquiring an additional 17,658 shares during the period. 89.92% of the stock is currently owned by hedge funds and other institutional investors.
Vertiv News Summary
Here are the key news stories impacting Vertiv this week:
- Positive Sentiment: Company-reported above‑expected orders and a growing backlog support near‑term revenue visibility and explain recent upward momentum. Vertiv Holdings Co. (VRT) Surged on Above-Expected Orders and Backlog
- Positive Sentiment: Analysts and outlets point to a 28% one‑month gain driven by the AI data‑center boom, acquisitions and accelerating global growth — signaling continued upside expectations from investors focused on AI infrastructure suppliers. Vertiv Stock Jumps 28% in a Month: Buy, Sell, or Hold the Stock?
- Positive Sentiment: Sector analysis highlights how AI data centers are reshaping the power/thermal market — a thematic tailwind for Vertiv’s power and cooling product lines that supports higher long‑term demand. How AI Data Centers Are Reshaping the Power Market (And the 4 Plays Investors Are Making)
- Positive Sentiment: Vertiv appointed Frieda He as Chief Procurement Officer — a move aimed at strengthening supply‑chain resilience, lowering costs and protecting supplier quality as the company scales into AI‑driven demand. Vertiv Appoints Frieda He as Chief Procurement Officer
- Neutral Sentiment: Coverage noting a 52‑week high flags strong momentum but asks whether fundamentals justify further upside — useful for investors considering valuation and timing. Vertiv Holdings Co. (VRT) Hits Fresh High: Is There Still Room to Run?
- Neutral Sentiment: Short‑term momentum pieces track weekly gains and offer checklist items for momentum investors — they reinforce current interest but do not add new fundamental catalysts. Vertiv Holdings Co. (VRT) Is Up 1.50% in One Week: What You Should Know
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.
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