Shares of Vertiv Holdings Co. (NYSE:VRT – Get Free Report) rose 4.4% during trading on Tuesday. The company traded as high as $210.92 and last traded at $208.58. Approximately 8,377,089 shares were traded during mid-day trading, an increase of 31% from the average daily volume of 6,386,410 shares. The stock had previously closed at $199.78.
Trending Headlines about Vertiv
Here are the key news stories impacting Vertiv this week:
- Positive Sentiment: AI infrastructure expansion: Vertiv introduced SmartIT, a factory-validated platform integrating rack infrastructure, DC power, distribution, direct-to-chip liquid cooling and monitoring. Its compatibility with NVIDIA MGX and OCP ORV3 architectures could shorten deployment times for enterprise, colocation and hyperscale customers. Vertiv Simplifies High-Density AI Infrastructure Deployment Across Data Center Environments
- Positive Sentiment: Large power-management acquisition completed: Vertiv finalized its approximately $1.45 billion cash acquisition of UtilityInnovation Group, with up to $1.15 billion in additional contingent consideration. UIG adds microgrid controls, onsite-generation orchestration, specialized switchgear and behind-the-meter power capabilities—potentially strengthening Vertiv’s position in power-constrained data centers and expanding its addressable market. Vertiv Completes Acquisition of UtilityInnovation Group
- Positive Sentiment: Constructive earnings outlook: Analysts expect third-quarter performance to benefit from strong AI infrastructure demand, growth in the Americas, manufacturing expansion and increased adoption of cooling solutions. Expectations for margin expansion could support earnings momentum, although the market is awaiting the company’s actual results and updated guidance. Can Vertiv’s Americas Strength Drive Robust Q3 2026 Earnings Growth?
- Positive Sentiment: Services and cooling capabilities broadened: The completed acquisition of King Environmental Services adds European fluid-management, commissioning and load-testing expertise for liquid-cooled data centers, supporting Vertiv’s push into high-density AI deployments. Vertiv Completes Acquisition of King Environmental Services Ltd.
- Neutral Sentiment: Competitive and valuation considerations: Vertiv’s SmartIT initiative and NVIDIA relationship may improve its competitive position versus companies such as Amphenol (APH) and Super Micro Computer (SMCI), but those competitors are also pursuing the expanding AI data-center market. With a high earnings multiple, strong execution and favorable third-quarter results may already be partly reflected in the stock. Vertiv Expands AI Data Center Footprint: Can It Beat APH and SMCI?
Analyst Ratings Changes
A number of brokerages recently weighed in on VRT. Roth Capital restated a “buy” rating on shares of Vertiv in a report on Tuesday, October 20th. UBS Group reaffirmed a “buy” rating and issued a $370.00 price objective on shares of Vertiv in a research report on Thursday, July 30th. BMO Capital Markets assumed coverage on Vertiv in a report on Sunday, October 4th. They issued an “outperform” rating and a $329.00 price objective for the company. Robert W. Baird set a $320.00 price objective on shares of Vertiv and gave the company an “outperform” rating in a research note on Thursday, July 30th. Finally, KeyCorp cut their target price on shares of Vertiv from $360.00 to $325.00 and set an “overweight” rating on the stock in a research note on Thursday, July 30th. Two analysts have rated the stock with a Strong Buy rating, twenty-two have issued a Buy rating, five have issued a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus target price of $335.67.
View Our Latest Stock Report on Vertiv
Vertiv Price Performance
The company has a debt-to-equity ratio of 0.62, a current ratio of 1.38 and a quick ratio of 1.03. The stock has a market cap of $80.30 billion, a price-to-earnings ratio of 47.19, a P/E/G ratio of 0.72 and a beta of 2.05. The stock’s 50 day simple moving average is $247.74 and its two-hundred day simple moving average is $267.52.
Vertiv (NYSE:VRT – Get Free Report) last issued its earnings results on Wednesday, July 29th. The company reported $1.52 earnings per share (EPS) 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 business had revenue of $3.27 billion during the quarter, compared to analysts’ expectations of $3.38 billion. During the same period in the prior year, the firm posted $0.95 EPS. Vertiv’s quarterly revenue was up 24.1% compared to the same quarter last year. Vertiv has set its Q3 2026 guidance at 1.770-1.830 EPS and its FY 2026 guidance at 6.650-6.750 EPS. On average, analysts forecast that Vertiv Holdings Co. will post 6.71 earnings per share for the current fiscal year.
Vertiv Announces Dividend
The company also recently announced a quarterly dividend, which was paid on Thursday, September 24th. Stockholders of record on Monday, September 14th were paid a $0.0625 dividend. This represents a $0.25 annualized dividend and a dividend yield of 0.1%. The ex-dividend date of this dividend was Monday, September 14th. Vertiv’s dividend payout ratio (DPR) is 5.66%.
Insider Activity
In related news, Director Edward Monser sold 15,287 shares of the company’s 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 completion of the sale, the director owned 16,500 shares in the company, valued at approximately $4,188,030. This represents a 48.09% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 1.10% of the stock is owned by corporate insiders.
Institutional Investors Weigh In On Vertiv
A number of institutional investors and hedge funds have recently made changes to their positions in the stock. State Street Corp grew its holdings in Vertiv by 4.5% during the second quarter. State Street Corp now owns 16,531,530 shares of the company’s stock worth $5,535,087,000 after purchasing an additional 704,970 shares during the period. Wellington Management Group LLP increased its position in shares of Vertiv by 14.1% in the second quarter. Wellington Management Group LLP now owns 3,794,360 shares of the company’s stock worth $1,270,428,000 after purchasing an additional 468,380 shares during the period. Legal & General Group Plc increased its stake in shares of Vertiv by 1.1% in the 2nd quarter. Legal & General Group Plc now owns 2,138,967 shares of the company’s stock valued at $716,169,000 after purchasing an additional 23,444 shares during the last quarter. Arrowstreet Capital Limited Partnership boosted its stake in shares of Vertiv by 1.9% in the 1st quarter. Arrowstreet Capital Limited Partnership now owns 2,709,276 shares of the company’s stock valued at $678,890,000 after purchasing an additional 51,328 shares in the last quarter. Finally, Bank of New York Mellon Corp grew its stake in shares of Vertiv by 33.7% during the first quarter. Bank of New York Mellon Corp now owns 2,410,642 shares of the company’s stock worth $604,059,000 after buying an additional 608,176 shares during the last quarter. Institutional investors own 89.92% of the company’s stock.
Vertiv Company Profile
Vertiv Holdings Co (NYSE: VRT) designs, manufactures and services critical digital infrastructure that supports data centers, communication networks and other facilities requiring reliable power and environmental control. Its solutions are used by cloud and colocation providers, telecommunications companies, enterprises, industrial organizations and edge-computing operators.
The company’s offerings include uninterruptible power supplies, power distribution and management systems, thermal-management and cooling equipment, integrated racks and enclosures, modular infrastructure, and monitoring and control software.
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