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

Shares of Vertiv Holdings Co. (NYSE:VRT) have been assigned an average rating of “Moderate Buy” from the twenty-eight analysts that are currently covering the stock, MarketBeat.com reports. Four investment analysts have rated the stock with a hold rating, twenty-two have assigned a buy rating and two have given a strong buy rating to the company. The average twelve-month price target among analysts that have issued a report on the stock in the last year is $357.8261.

Several research analysts have recently commented on VRT shares. Bank of America boosted their price objective on Vertiv from $370.00 to $440.00 and gave the stock a “buy” rating in a report on Friday, May 15th. Robert W. Baird set a $320.00 target price on shares of Vertiv in a research report on Thursday, July 30th. Roth Capital reissued a “buy” rating and issued a $355.00 price target on shares of Vertiv in a research note on Thursday, May 21st. Mizuho set a $380.00 price objective on shares of Vertiv in a research report on Thursday, May 21st. Finally, Piper Sandler set a $375.00 price objective on shares of Vertiv in a report on Wednesday, July 29th.

Trending Headlines about Vertiv

Here are the key news stories impacting Vertiv this week:

• Positive Sentiment: AI power infrastructure expansion: Vertiv will pay approximately $1.45 billion in cash at closing, with up to $1.15 billion in additional payments tied to 12- and 24-month earnings targets. UIG adds microgrid controls, onsite-generation orchestration, switchgear and behind-the-meter power capabilities, extending Vertiv’s offering from the electrical grid to the data-center chip. Management expects the acquisition to be accretive to adjusted earnings per share in the first year after closing. Vertiv’s UIG Deal Targets the Next Big Constraint in AI Data Centers
• Positive Sentiment: Strong AI-driven growth narrative: Recent analysis highlights Vertiv’s 60% year-over-year adjusted EPS growth in the second quarter, higher full-year guidance, doubled deferred revenue and expected third-quarter revenue growth of roughly 40%. Its technical integration with NVIDIA and expanding cooling and power portfolio continue to support investor enthusiasm. Vertiv Holdings: The Market Is Making The Same Mistake Twice, Still A Buy
• Positive Sentiment: Positive analyst and institutional sentiment: Vertiv retains a consensus “Moderate Buy” rating, while reports point to strong interest from billionaire-led funds and potential competitive advantages over other AI cooling and infrastructure providers. Vertiv Receives Moderate Buy Consensus
• Neutral Sentiment: Valuation remains demanding: Analysts view Vertiv’s growth prospects favorably, but the stock’s elevated earnings multiple leaves limited room for execution disappointments and makes future gains dependent on continued strong AI infrastructure growth. Vertiv AI Infrastructure Growth and Valuation
• Negative Sentiment: Insider sale: Director Edward Monser sold 15,287 shares worth approximately $3.88 million under a pre-arranged Rule 10b5-1 plan. The planned nature limits its significance, but the transaction reduced his direct ownership by about 48%. Vertiv Director Insider Sale

Vertiv Trading Up 4.4%

Vertiv stock opened at $280.76 on Thursday. The company has a debt-to-equity ratio of 0.62, a quick ratio of 1.03 and a current ratio of 1.38. Vertiv has a fifty-two week low of $118.70 and a fifty-two week high of $379.93. The stock has a market cap of $108.09 billion, a P/E ratio of 63.52, a PEG ratio of 1.16 and a beta of 2.07. The firm’s fifty day moving average price is $282.72 and its 200-day moving average price is $290.81.

Vertiv (NYSE:VRT) last posted its quarterly earnings data 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 company had revenue of $3.27 billion during the quarter, compared to analyst estimates of $3.38 billion. Vertiv had a return on equity of 50.47% and a net margin of 15.09%.The firm’s quarterly revenue was up 24.1% on a year-over-year basis. During the same quarter last year, the company earned $0.95 earnings per share. Vertiv has set its Q3 2026 guidance at 1.770-1.830 EPS and its FY 2026 guidance at 6.650-6.750 EPS. Equities research analysts forecast that Vertiv will post 6.72 earnings per share for the current fiscal year.

Vertiv Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Thursday, September 24th. Shareholders of record on Monday, September 14th will be given a dividend of $0.0625 per share. The ex-dividend date is Monday, September 14th. This represents a $0.25 dividend on an annualized basis and a yield of 0.1%. Vertiv’s dividend payout ratio (DPR) is presently 5.66%.

Insiders Place Their Bets

In other Vertiv 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 transaction of $3,880,146.34. Following the completion of the sale, the director owned 16,500 shares of the company’s stock, valued at $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 is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 1.10% of the stock is owned by insiders.

Hedge Funds Weigh In On Vertiv

Institutional investors have recently modified their holdings of the company. Vermillion & White Wealth Management Group LLC raised its stake in shares of Vertiv by 58.3% during the fourth quarter. Vermillion & White Wealth Management Group LLC now owns 152 shares of the company’s stock worth $25,000 after acquiring an additional 56 shares in the last quarter. Sankala Group LLC purchased a new stake in shares of Vertiv in the 4th quarter valued at $27,000. Meeder Asset Management Inc. boosted its stake in shares of Vertiv by 211.3% in the 4th quarter. Meeder Asset Management Inc. now owns 165 shares of the company’s stock valued at $27,000 after purchasing an additional 112 shares in the last quarter. Rossby Financial LCC bought a new position in shares of Vertiv during the 4th quarter valued at $27,000. Finally, Cullen Frost Bankers Inc. grew its holdings in shares of Vertiv by 98.9% during the 4th quarter. Cullen Frost Bankers Inc. now owns 187 shares of the company’s stock valued at $30,000 after purchasing an additional 93 shares during the last quarter. 89.92% of the stock is currently owned by institutional investors.

Vertiv Company Profile

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.