Analysts Set Vertiv Holdings Co. (NYSE:VRT) PT at $357.83

Vertiv Holdings Co. (NYSE:VRT) has earned a consensus recommendation of “Moderate Buy” from the twenty-eight research firms that are presently covering the company, Marketbeat reports. Four equities research analysts have rated the stock with a hold recommendation, twenty-two have issued a buy recommendation and two have assigned a strong buy recommendation to the company. The average twelve-month price objective among brokers that have updated their coverage on the stock in the last year is $357.8261.

Several brokerages recently issued reports on VRT. TD Cowen lifted their target price on Vertiv from $347.00 to $387.00 and gave the company a “buy” rating in a research note on Wednesday, May 20th. Sanford C. Bernstein reiterated an “outperform” rating and set a $368.00 price objective on shares of Vertiv in a research report on Friday, July 31st. UBS Group restated a “buy” rating and set a $370.00 target price on shares of Vertiv in a research report on Thursday, July 30th. Roth Capital reaffirmed a “buy” rating and set a $355.00 target price on shares of Vertiv in a research note on Thursday, May 21st. Finally, Weiss Ratings downgraded shares of Vertiv from a “buy (b-)” rating to a “hold (c+)” rating in a report on Friday, August 14th.

Insider Buying and Selling at Vertiv

In other news, Director Edward Monser sold 15,287 shares of Vertiv 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 sale, the director directly owned 16,500 shares of the company’s stock, valued at approximately $4,188,030. The trade was a 48.09% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 1.10% of the stock is currently owned by insiders.

Hedge Funds Weigh In On Vertiv

Hedge funds and other institutional investors have recently added to or reduced their stakes in the company. Miramontes Capital LLC bought a new stake in Vertiv in the 2nd quarter worth approximately $387,000. Capstone Financial Advisors Inc. purchased a new stake in shares of Vertiv during the 2nd quarter worth approximately $206,000. Sequoia Financial Advisors LLC raised its holdings in shares of Vertiv by 4.3% during the 2nd quarter. Sequoia Financial Advisors LLC now owns 22,258 shares of the company’s stock worth $7,452,000 after acquiring an additional 913 shares in the last quarter. Tidal Investments LLC boosted its position in shares of Vertiv by 141.1% during the 2nd quarter. Tidal Investments LLC now owns 685,490 shares of the company’s stock valued at $229,516,000 after acquiring an additional 401,147 shares during the last quarter. Finally, Van Hulzen Asset Management LLC bought a new position in shares of Vertiv during the 2nd quarter valued at approximately $287,000. 89.92% of the stock is owned by institutional investors.

Vertiv Stock Down 9.7%

Shares of VRT stock opened at $262.70 on Thursday. The company has a debt-to-equity ratio of 0.62, a current ratio of 1.38 and a quick ratio of 1.03. Vertiv has a one year low of $132.68 and a one year high of $379.93. The company’s fifty day moving average price is $280.32 and its 200-day moving average price is $291.94. The company has a market capitalization of $101.14 billion, a price-to-earnings ratio of 59.43, a PEG ratio of 1.19 and a beta of 2.07.

Vertiv (NYSE:VRT) last issued its earnings results on Wednesday, July 29th. The company reported $1.52 earnings per share for the quarter, topping the consensus estimate of $1.43 by $0.09. The company had revenue of $3.27 billion during the quarter, compared to the consensus estimate of $3.38 billion. Vertiv had a net margin of 15.09% and a return on equity of 50.47%. Vertiv’s quarterly revenue was up 24.1% compared to the same quarter last year. During the same quarter in the prior year, the firm posted $0.95 EPS. Vertiv has set its Q3 2026 guidance at 1.770-1.830 EPS and its FY 2026 guidance at 6.650-6.750 EPS. Sell-side analysts expect that Vertiv will post 6.72 EPS for the current fiscal year.

Vertiv Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, September 24th. Shareholders of record on Monday, September 14th will be issued 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 of this dividend is Monday, September 14th. Vertiv’s dividend payout ratio is 5.66%.

Key Headlines Impacting Vertiv

Here are the key news stories impacting Vertiv this week:

• Positive Sentiment: Expansion into power infrastructure: Vertiv agreed to acquire UtilityInnovation Holdings for approximately $1.45 billion in cash, plus up to $1.15 billion in contingent consideration. The deal could strengthen Vertiv’s position in utility and power-delivery infrastructure supporting data-center growth and accelerate customer deployments. Vertiv UtilityInnovation acquisition analysis
• Positive Sentiment: Analysts remain broadly constructive: Coverage of Vertiv’s average brokerage recommendation indicates a favorable rating, and the company continues to receive attention as a momentum stock tied to long-term AI data-center infrastructure demand. Wall Street view on Vertiv
• Neutral Sentiment: Mixed earnings picture: Vertiv’s latest quarterly results included adjusted earnings of $1.52 per share, above the $1.43 consensus estimate, while revenue of $3.27 billion fell short of the $3.38 billion forecast. Revenue still increased 24.1% year over year, supporting the broader AI infrastructure growth thesis.
• Neutral Sentiment: Limited rating support: Jefferies maintained a Hold rating, suggesting analysts see meaningful growth potential but also believe the current valuation and execution risks are already reflected to some extent. Jefferies maintains Hold rating
• Negative Sentiment: Acquisition and valuation concerns: The transaction requires substantial upfront cash and additional payments tied to performance. With Vertiv trading at a high earnings multiple, investors may be demanding clearer evidence that the acquisition will generate sufficient returns, contributing to the stock’s decline. Why Vertiv underperformed the market

About Vertiv

Vertiv Holdings Co (NYSE: VRT) designs, manufactures and services critical digital infrastructure that helps data centers, communications networks and other facilities operate reliably and efficiently. Its solutions support the availability, performance and growth of information technology systems.

The company’s products and services include power management and distribution equipment, uninterruptible power supplies, thermal management and cooling systems, racks and integrated infrastructure, monitoring and management software, and lifecycle services.