Morgan Stanley Issues Positive Forecast for Vertiv (NYSE:VRT) Stock Price

Vertiv (NYSE:VRT) had its price objective raised by Morgan Stanley from $285.00 to $350.00 in a report issued on Thursday morning, MarketBeat Ratings reports. They currently have an overweight rating on the stock.

Other research analysts have also issued research reports about the company. Wall Street Zen lowered Vertiv from a “strong-buy” rating to a “buy” rating in a research report on Saturday, March 14th. Evercore restated an “outperform” rating and set a $350.00 price objective on shares of Vertiv in a research report on Monday. Deutsche Bank Aktiengesellschaft restated a “buy” rating and set a $281.00 price objective on shares of Vertiv in a research report on Thursday, February 12th. TD Cowen restated a “buy” rating on shares of Vertiv in a research report on Thursday, February 12th. Finally, Mizuho boosted their price objective on Vertiv from $198.00 to $290.00 and gave the company an “outperform” rating in a research report on Thursday, February 12th. Twenty-one equities research analysts have rated the stock with a Buy rating, four have assigned a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat, the company has an average rating of “Moderate Buy” and a consensus price target of $272.43.

Vertiv Price Performance

Shares of NYSE VRT opened at $321.60 on Thursday. Vertiv has a twelve month low of $80.00 and a twelve month high of $325.25. 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 company has a market capitalization of $123.04 billion, a price-to-earnings ratio of 80.80, a price-to-earnings-growth ratio of 1.49 and a beta of 2.04. The business has a 50 day simple moving average of $266.67 and a 200-day simple moving average of $208.41.

Vertiv (NYSE:VRT) last issued its quarterly earnings results on Wednesday, April 22nd. The company reported $1.17 earnings per share for the quarter, beating analysts’ consensus estimates of $1.00 by $0.17. Vertiv had a return on equity of 52.45% and a net margin of 14.37%.The business had revenue of $2.65 billion during the quarter, compared to the consensus estimate of $2.63 billion. During the same period in the previous year, the business earned $0.64 EPS. The business’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. As a group, equities research analysts expect that Vertiv will post 6.35 earnings per share for the current year.

Vertiv Dividend Announcement

The firm also recently declared a quarterly dividend, which was paid on Thursday, March 26th. Shareholders of record on Tuesday, March 17th were given 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 7.33%.

Insider Activity at Vertiv

In other Vertiv news, Director Edward L. Monser sold 77,294 shares of the business’s stock in a transaction on Friday, March 6th. The stock was sold at an average price of $245.49, for a total transaction of $18,974,904.06. Following the completion of the transaction, the director owned 16,500 shares in the company, valued at approximately $4,050,585. The trade was a 82.41% decrease in their position. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, Director Roger Fradin sold 101,667 shares of the business’s stock in a transaction on Thursday, February 26th. The stock was sold at an average price of $253.42, for a total value of $25,764,451.14. Following the transaction, the director owned 40,000 shares of the company’s stock, valued at $10,136,800. This trade represents a 71.76% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold a total of 489,761 shares of company stock worth $123,356,815 in the last ninety days. 2.63% of the stock is currently owned by corporate insiders.

Institutional Trading of Vertiv

A number of hedge funds and other institutional investors have recently modified their holdings of VRT. Empowered Funds LLC raised its stake in shares of Vertiv by 25.9% in the 1st quarter. Empowered Funds LLC now owns 11,557 shares of the company’s stock worth $834,000 after buying an additional 2,377 shares in the last quarter. Sivia Capital Partners LLC bought a new stake in shares of Vertiv in the 2nd quarter worth $567,000. Cary Street Partners Financial LLC raised its stake in shares of Vertiv by 19.8% in the 2nd quarter. Cary Street Partners Financial LLC now owns 1,390 shares of the company’s stock worth $178,000 after buying an additional 230 shares in the last quarter. Bank of Nova Scotia raised its stake in shares of Vertiv by 49.7% in the 2nd quarter. Bank of Nova Scotia now owns 29,239 shares of the company’s stock worth $3,755,000 after buying an additional 9,712 shares in the last quarter. Finally, Ossiam bought a new stake in shares of Vertiv in the 2nd quarter worth $50,000. Institutional investors own 89.92% of the company’s stock.

Vertiv News Summary

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

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.