Vertiv (NYSE:VRT) Upgraded to “Strong-Buy” at KeyCorp

KeyCorp upgraded shares of Vertiv (NYSE:VRT) to a strong-buy rating in a report issued on Wednesday morning,Zacks.com reports.

Several other brokerages have also issued reports on VRT. Bank of America lifted their price target on shares of Vertiv from $370.00 to $440.00 and gave the company a “buy” rating in a research note on Friday, May 15th. BNP Paribas Exane initiated coverage on Vertiv in a research report on Tuesday, April 14th. They set an “outperform” rating and a $345.00 price target for the company. TD Cowen raised their price target on Vertiv from $347.00 to $387.00 and gave the company a “buy” rating in a research note on Wednesday, May 20th. Royal Bank Of Canada dropped their price objective on Vertiv from $435.00 to $418.00 and set an “outperform” rating on the stock in a research note on Thursday, July 16th. Finally, Roth Capital reissued a “buy” rating and issued a $355.00 price objective on shares of Vertiv in a report on Thursday, May 21st. Four investment analysts have rated the stock with a Strong Buy rating, twenty-one have given a Buy rating and five have given a Hold rating to the stock. Based on data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $343.48.

Vertiv Stock Up 0.9%

NYSE:VRT opened at $303.91 on Wednesday. The stock has a 50-day simple moving average of $314.86 and a 200 day simple moving average of $273.92. Vertiv has a 52-week low of $118.70 and a 52-week high of $379.93. The company has a market cap of $116.74 billion, a PE ratio of 76.36, a PEG ratio of 1.30 and a beta of 2.03. The company has a debt-to-equity ratio of 0.69, a quick ratio of 1.15 and a current ratio of 1.49.

Vertiv (NYSE:VRT) last issued its quarterly earnings results on Wednesday, April 22nd. The company reported $1.17 earnings per share for the quarter, topping the consensus estimate of $1.00 by $0.17. The company had revenue of $2.65 billion during the quarter, compared to analysts’ expectations of $2.63 billion. Vertiv had a net margin of 14.37% and a return on equity of 49.90%. The business’s quarterly revenue was up 30.1% on a year-over-year basis. During the same period last year, the business earned $0.64 EPS. On average, sell-side analysts expect that Vertiv will post 6.38 EPS for the current fiscal year.

Vertiv Announces Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Thursday, June 25th. Stockholders of record on Monday, June 15th were given a $0.0625 dividend. This represents a $0.25 dividend on an annualized basis and a dividend yield of 0.1%. The ex-dividend date of this dividend was Monday, June 15th. Vertiv’s dividend payout ratio (DPR) is presently 6.28%.

Institutional Investors Weigh In On Vertiv

A number of large investors have recently added to or reduced their stakes in the business. Lingotto Investment Management LLP bought a new position in shares of Vertiv in the fourth quarter worth $2,641,000. Norges Bank purchased a new stake in shares of Vertiv in the 4th quarter valued at about $808,701,000. Sterling Investment Advisors Ltd. boosted its position in shares of Vertiv by 26.1% during the 4th quarter. Sterling Investment Advisors Ltd. now owns 22,476 shares of the company’s stock valued at $3,641,000 after acquiring an additional 4,645 shares during the last quarter. Dymon Asia Capital Singapore PTE. LTD. bought a new stake in shares of Vertiv during the 4th quarter valued at about $2,197,000. Finally, WD Rutherford LLC grew its holdings in shares of Vertiv by 80.7% during the fourth quarter. WD Rutherford LLC now owns 15,081 shares of the company’s stock worth $2,443,000 after purchasing an additional 6,734 shares in the last quarter. Institutional investors own 89.92% of the company’s stock.

Key Stories Impacting Vertiv

Here are the key news stories impacting Vertiv this week:

• Positive Sentiment: Vertiv announced it is expanding manufacturing and testing capacity at its Tognana Campus near Padua, a sign it is investing to meet stronger demand for its critical digital infrastructure products.
• Positive Sentiment: The company said it is helping deploy NVIDIA DGX GB300 AI computing capability at the Naval Postgraduate School, highlighting continued traction for Vertiv’s power, liquid cooling, rack, and installation services in high-density AI systems. Article Title
• Positive Sentiment: Several analyst and growth-focused articles reinforced the view that Vertiv has above-average financial growth and could continue benefiting from AI data center demand and rising 2026 guidance.
• Neutral Sentiment: Recent commentary also noted that VRT’s rally has cooled after a big run earlier this year, suggesting some investors may be pausing to reassess valuation after strong gains.
• Neutral Sentiment: Articles ahead of next week’s earnings suggested Wall Street expects another solid report, which could keep sentiment constructive but does not by itself confirm a new catalyst.
• Negative Sentiment: One recent market recap said VRT dipped more than the broader market in the prior session, reflecting short-term volatility even as the longer-term growth story remains intact.

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.