Vertiv (NYSE:VRT) Given New $311.00 Price Target at The Goldman Sachs Group

Vertiv (NYSE:VRT) had its price objective lifted by The Goldman Sachs Group from $277.00 to $311.00 in a report released on Tuesday,Benzinga reports. They currently have a buy rating on the stock.

A number of other brokerages have also commented on VRT. JPMorgan Chase & Co. cut their price objective on shares of Vertiv from $230.00 to $225.00 and set an “overweight” rating on the stock in a research report on Friday, January 16th. Oppenheimer reissued an “outperform” rating and issued a $270.00 price objective on shares of Vertiv in a research report on Thursday, February 12th. Mizuho boosted their price objective on shares of Vertiv from $198.00 to $290.00 and gave the stock an “outperform” rating in a research report on Thursday, February 12th. 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, HSBC assumed coverage on shares of Vertiv in a report on Wednesday, March 25th. They set a “buy” rating and a $325.00 target price on the stock. One analyst has rated the stock with a Strong Buy rating, twenty-one have given a Buy rating, three have issued a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and an average price target of $246.76.

Vertiv Stock Performance

Shares of VRT stock opened at $310.48 on Tuesday. The company’s fifty day simple moving average is $252.42 and its 200-day simple moving average is $201.64. The company has a quick ratio of 1.22, a current ratio of 1.55 and a debt-to-equity ratio of 0.73. The firm has a market cap of $118.79 billion, a PE ratio of 91.05, a P/E/G ratio of 1.51 and a beta of 2.04. Vertiv has a 12 month low of $65.93 and a 12 month high of $312.46.

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

Vertiv Announces Dividend

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

Insider Buying and Selling at Vertiv

In related news, Director Roger Fradin sold 101,667 shares of the business’s stock in a transaction on Thursday, February 26th. The shares were sold at an average price of $253.42, for a total transaction of $25,764,451.14. Following the transaction, the director directly owned 40,000 shares in the company, valued at approximately $10,136,800. The trade was a 71.76% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, Director Steven Reinemund sold 65,000 shares of the business’s stock in a transaction on Thursday, February 26th. The stock was sold at an average price of $253.95, for a total transaction of $16,506,750.00. Following the transaction, the director owned 68,333 shares in the company, valued at approximately $17,353,165.35. The trade was a 48.75% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 489,761 shares of company stock valued at $123,356,815 in the last 90 days. Company insiders own 5.01% of the company’s stock.

Hedge Funds Weigh In On Vertiv

Large investors have recently modified their holdings of the stock. Financial Management Professionals Inc. raised its position in shares of Vertiv by 1,560.0% in the third quarter. Financial Management Professionals Inc. now owns 166 shares of the company’s stock valued at $25,000 after purchasing an additional 156 shares during the period. Vermillion & White Wealth Management Group LLC raised its position in shares of Vertiv by 58.3% in the fourth quarter. Vermillion & White Wealth Management Group LLC now owns 152 shares of the company’s stock valued at $25,000 after purchasing an additional 56 shares during the period. Pacer Advisors Inc. raised its position in shares of Vertiv by 67.6% in the third quarter. Pacer Advisors Inc. now owns 171 shares of the company’s stock valued at $26,000 after purchasing an additional 69 shares during the period. Sankala Group LLC bought a new position in shares of Vertiv in the fourth quarter valued at about $27,000. Finally, Meeder Asset Management Inc. raised its position in shares of Vertiv by 211.3% in the fourth quarter. Meeder Asset Management Inc. now owns 165 shares of the company’s stock valued at $27,000 after purchasing an additional 112 shares during the period. 89.92% of the stock is owned by institutional investors.

Key Headlines Impacting Vertiv

Here are the key news stories impacting Vertiv this week:

• Positive Sentiment: Citi raised its price target to $340 (maintaining Buy), citing continued AI-driven industrial demand that supports Vertiv’s growth outlook. Read More.
• Positive Sentiment: Goldman Sachs increased its price target to $311 and keeps a Buy rating—another major bank lift that likely boosted momentum. Read More.
• Positive Sentiment: Vertiv is named among the companies partnering with Nvidia in 2026, underscoring its role in supplying critical infrastructure for AI deployments; Evercore and Barclays have also affirmed favorable ratings. Read More.
• Positive Sentiment: Strategic M&A: Vertiv acquired BMarko Structures to expand in‑house structural fabrication and speed capacity for manufactured/converged infrastructure — a direct play on scaling for AI/data‑center builds. Read More.
• Positive Sentiment: Energy‑services collaboration: Vertiv integrated its EnergyCore Grid BESS with CPower’s VPP platform to monetize behind‑the‑meter storage, improving interconnection options and potentially boosting asset economics for data‑center customers. Read More.
• Neutral Sentiment: Industry positioning: Q4 sector reviews and commentary compare Vertiv to peers, highlighting strong top‑line growth but also emphasizing competitive dynamics in electrical/data‑center equipment. Useful context but not a single catalyst. Read More.

About Vertiv

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.