William Blair Weighs in on Vertiv’s Q3 Earnings (NYSE:VRT)

Vertiv Holdings Co. (NYSE:VRT) – Investment analysts at William Blair dropped their Q3 2025 earnings estimates for Vertiv in a report released on Wednesday, July 30th. William Blair analyst B. Drab now expects that the company will post earnings per share of $0.97 for the quarter, down from their previous forecast of $1.00. William Blair currently has a “Outperform” rating on the stock. The consensus estimate for Vertiv’s current full-year earnings is $3.59 per share. William Blair also issued estimates for Vertiv’s Q4 2025 earnings at $1.24 EPS, FY2025 earnings at $3.80 EPS and FY2026 earnings at $4.55 EPS.

Vertiv (NYSE:VRT) last announced its earnings results on Wednesday, July 30th. The company reported $0.95 EPS for the quarter, topping the consensus estimate of $0.83 by $0.12. Vertiv had a net margin of 8.93% and a return on equity of 51.64%. The company had revenue of $2.64 billion during the quarter, compared to analysts’ expectations of $2.36 billion. During the same period last year, the company posted $0.67 earnings per share. The business’s revenue for the quarter was up 35.1% on a year-over-year basis.

Several other research analysts have also recently commented on VRT. Roth Mkm assumed coverage on shares of Vertiv in a report on Tuesday, April 8th. They issued a “buy” rating and a $75.00 target price for the company. Roth Capital raised their price target on shares of Vertiv from $100.00 to $157.00 and gave the stock a “buy” rating in a report on Tuesday. UBS Group raised their price target on shares of Vertiv from $135.00 to $173.00 and gave the stock a “buy” rating in a report on Thursday. KGI Securities assumed coverage on shares of Vertiv in a report on Thursday, April 24th. They set a “hold” rating for the company. Finally, Wall Street Zen upgraded shares of Vertiv from a “buy” rating to a “strong-buy” rating in a report on Saturday, June 21st. Three analysts have rated the stock with a hold rating, eighteen have issued a buy rating and two have issued a strong buy rating to the company. According to data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $144.06.

Vertiv Stock Performance

Shares of VRT opened at $141.66 on Friday. Vertiv has a one year low of $53.60 and a one year high of $155.84. The company has a 50-day moving average of $122.46 and a two-hundred day moving average of $104.87. The stock has a market cap of $53.99 billion, a price-to-earnings ratio of 67.78, a PEG ratio of 1.36 and a beta of 1.77. The company has a debt-to-equity ratio of 0.93, a current ratio of 1.74 and a quick ratio of 1.28.

Vertiv Increases Dividend

The firm also recently announced a dividend, which was paid on Thursday, June 26th. Shareholders of record on Tuesday, June 17th were paid a $0.0375 dividend. This represents a yield of 14.0%. This is a boost from Vertiv’s previous dividend of $0.01. The ex-dividend date was Monday, June 16th. Vertiv’s dividend payout ratio is presently 7.18%.

Insider Buying and Selling

In other Vertiv news, EVP Stephen Liang sold 43,683 shares of Vertiv stock in a transaction that occurred on Friday, June 6th. The shares were sold at an average price of $115.83, for a total value of $5,059,801.89. Following the completion of the sale, the executive vice president directly owned 9,551 shares in the company, valued at $1,106,292.33. The trade was a 82.06% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, insider Karsten Winther sold 5,500 shares of Vertiv stock in a transaction that occurred on Friday, May 9th. The shares were sold at an average price of $94.33, for a total transaction of $518,815.00. Following the completion of the transaction, the insider directly owned 18,847 shares in the company, valued at approximately $1,777,837.51. This represents a 22.59% decrease in their position. The disclosure for this sale can be found here. 2.63% of the stock is owned by insiders.

Hedge Funds Weigh In On Vertiv

Institutional investors have recently modified their holdings of the company. GW&K Investment Management LLC bought a new position in Vertiv during the first quarter worth $26,000. SouthState Corp bought a new position in Vertiv during the first quarter worth $27,000. Avion Wealth increased its position in Vertiv by 99.1% during the second quarter. Avion Wealth now owns 213 shares of the company’s stock worth $27,000 after acquiring an additional 106 shares during the period. North Star Investment Management Corp. increased its position in Vertiv by 4,120.0% during the first quarter. North Star Investment Management Corp. now owns 422 shares of the company’s stock worth $30,000 after acquiring an additional 412 shares during the period. Finally, Sachetta LLC increased its position in Vertiv by 242.0% during the first quarter. Sachetta LLC now owns 448 shares of the company’s stock worth $32,000 after acquiring an additional 317 shares during the period. Institutional investors own 89.92% of the company’s stock.

Vertiv Company Profile

Vertiv Holdings Co, together with its subsidiaries, designs, manufactures, and services critical digital infrastructure technologies and life cycle services for data centers, communication networks, and commercial and industrial environments in the Americas, the Asia Pacific, Europe, the Middle East, and Africa.