Vertiv Holdings Co. (NYSE:VRT) Stock Has Consensus Target Price of $357.08 According to Brokerages

Vertiv Holdings Co. (NYSE:VRT) has been assigned an average rating of “Moderate Buy” from the thirty ratings firms that are presently covering the stock, Marketbeat.com reports. Four equities research analysts have rated the stock with a hold rating, twenty-four have assigned a buy rating and two have assigned a strong buy rating to the company. The average 12-month price objective among brokers that have updated their coverage on the stock in the last year is $355.96.

A number of research analysts have recently issued reports on VRT shares. Robert W. Baird set a $320.00 price objective on shares of Vertiv in a report on Thursday, July 30th. Wall Street Zen upgraded shares of Vertiv from a “hold” rating to a “buy” rating in a report on Saturday, September 19th. Oppenheimer reaffirmed an “outperform” rating and issued a $325.00 price target on shares of Vertiv in a research report on Thursday, July 30th. Evercore set a $375.00 price target on Vertiv in a research note on Wednesday, July 29th. Finally, Zacks Research lowered Vertiv from a “strong-buy” rating to a “hold” rating in a report on Monday, August 31st.

Vertiv News Summary

Here are the key news stories impacting Vertiv this week:

• Positive Sentiment: Analysts remain bullish: Vertical Research initiated coverage with a Buy rating, while other Wall Street commentary continues to support Vertiv’s growth outlook. Vertiv Holdings Gets a Buy from Vertical Research
• Positive Sentiment: AI infrastructure demand remains the key catalyst: Articles point to rising demand for Vertiv’s data-center power and thermal-management systems, along with strategic acquisitions and margin expansion. The company’s strong earnings-surprise history could also support expectations for another quarterly beat. Vertiv Soars 49 Percent Year to Date
• Positive Sentiment: Recent operating performance provides support: Vertiv’s latest reported quarter included adjusted EPS of $1.52, above the $1.43 consensus estimate, while revenue increased 24.1% year over year. Management’s 2026 earnings guidance also reflects continued growth expectations.
• Neutral Sentiment: Investors are debating whether the pullback is an opportunity: Vertiv has fallen about 15% from its September 8 high, prompting a reassessment of whether the decline represents an attractive entry point or a warning about the business. Is Vertiv Stock’s Fall a Bargain or a Warning?
• Negative Sentiment: Valuation remains demanding: Vertiv trades at roughly 50 times trailing adjusted earnings, leaving the stock dependent on substantial future profit growth. Any slowdown in AI-related orders or margin gains could pressure the shares. What Are Vertiv Investors Betting On?
• Negative Sentiment: Execution and legal overhangs are risks: Disappointing second-quarter results and unexpected execution challenges triggered the recent selloff. Hagens Berman is investigating potential securities-law violations and soliciting investors who suffered losses, adding reputational and litigation uncertainty. Hagens Berman Vertiv Investor Investigation

Vertiv Price Performance

Shares of NYSE:VRT opened at $252.38 on Monday. Vertiv has a twelve month low of $147.82 and a twelve month high of $379.93. The stock’s 50 day moving average is $260.68 and its 200-day moving average is $290.82. The company has a quick ratio of 1.03, a current ratio of 1.38 and a debt-to-equity ratio of 0.62. The firm has a market capitalization of $97.16 billion, a price-to-earnings ratio of 57.10, a PEG ratio of 0.94 and a beta of 2.05.

Vertiv (NYSE:VRT) last posted its quarterly earnings results on Wednesday, July 29th. The company reported $1.52 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.43 by $0.09. The business 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 revenue was up 24.1% compared to the same quarter last year. During the same quarter last 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 forecast that Vertiv will post 6.73 EPS for the current fiscal year.

Vertiv Dividend Announcement

The business also recently announced a quarterly dividend, which was paid on Thursday, September 24th. Investors of record on Monday, September 14th were given a dividend of $0.0625 per share. The ex-dividend date of this dividend was Monday, September 14th. This represents a $0.25 annualized dividend and a dividend yield of 0.1%. Vertiv’s payout ratio is presently 5.66%.

Insider Transactions at Vertiv

In related news, Director Edward Monser sold 15,287 shares of the stock in a transaction on 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 directly owned 16,500 shares of the company’s stock, valued at approximately $4,188,030. This represents a 48.09% decrease in their position. The transaction was disclosed in a filing with the SEC, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Company insiders own 1.10% of the company’s stock.

Hedge Funds Weigh In On Vertiv

A number of hedge funds have recently bought and sold shares of the company. Polaris Financial Partners purchased a new position in Vertiv during the 3rd quarter worth $4,227,000. CX Institutional raised its holdings in shares of Vertiv by 750.0% in the third quarter. CX Institutional now owns 527 shares of the company’s stock valued at $127,000 after purchasing an additional 465 shares during the last quarter. Burkett Financial Services LLC bought a new position in shares of Vertiv during the third quarter valued at about $35,000. Stonebridge Financial Group LLC lifted its position in shares of Vertiv by 2.2% during the third quarter. Stonebridge Financial Group LLC now owns 23,729 shares of the company’s stock valued at $5,726,000 after purchasing an additional 508 shares in the last quarter. Finally, Marathon Mission Inc. boosted its holdings in Vertiv by 9.8% during the third quarter. Marathon Mission Inc. now owns 1,533 shares of the company’s stock worth $370,000 after purchasing an additional 137 shares during the last quarter. 89.92% of the stock is owned by hedge funds and other institutional investors.

Vertiv Company Profile

Vertiv Holdings Co provides digital infrastructure and continuity solutions for data centers, communication networks, and other technology-intensive facilities. The company helps customers design, build, operate, and maintain infrastructure that supports the availability, performance, and efficiency of critical digital systems.

Its product portfolio includes power management and distribution equipment, uninterruptible power supplies, switchgear, busways, racks, integrated modular systems, and data center infrastructure.