William Blair Estimates Vertiv’s FY2025 Earnings (NYSE:VRT)

Vertiv Holdings Co. (NYSE:VRT) – Equities research analysts at William Blair lifted their FY2025 earnings per share (EPS) estimates for shares of Vertiv in a research report issued on Thursday, October 23rd. William Blair analyst B. Drab now expects that the company will earn $4.10 per share for the year, up from their prior estimate of $3.80. 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 $1.26 EPS, Q1 2026 earnings at $0.94 EPS, Q2 2026 earnings at $1.27 EPS, Q3 2026 earnings at $1.40 EPS and Q4 2026 earnings at $1.46 EPS.

VRT has been the topic of several other research reports. Evercore ISI increased their target price on Vertiv from $180.00 to $200.00 and gave the company an “outperform” rating in a research report on Monday, October 20th. Mizuho raised their price objective on Vertiv from $165.00 to $198.00 and gave the company an “outperform” rating in a research report on Friday, October 17th. Cowen set a $210.00 target price on shares of Vertiv in a report on Thursday. Redburn Atlantic raised shares of Vertiv to a “hold” rating in a research report on Wednesday, August 20th. Finally, Wolfe Research restated an “outperform” rating and issued a $155.00 price target on shares of Vertiv in a report on Thursday, July 10th. One equities research analyst has rated the stock with a Strong Buy rating, twenty-one have given a Buy rating, six have issued a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $177.81.

Vertiv Price Performance

Shares of VRT opened at $185.87 on Monday. The company has a debt-to-equity ratio of 0.83, a quick ratio of 1.43 and a current ratio of 1.83. The company has a 50 day moving average price of $147.30 and a 200-day moving average price of $124.50. Vertiv has a fifty-two week low of $53.60 and a fifty-two week high of $188.89. The stock has a market capitalization of $70.98 billion, a PE ratio of 70.14, a PEG ratio of 1.51 and a beta of 1.84.

Vertiv (NYSE:VRT) last released its quarterly earnings data on Wednesday, October 22nd. The company reported $1.24 earnings per share for the quarter, topping analysts’ consensus estimates of $0.99 by $0.25. The company had revenue of $2.68 billion during the quarter, compared to analyst estimates of $2.59 billion. Vertiv had a net margin of 10.67% and a return on equity of 50.82%. The firm’s revenue for the quarter was up 29.0% compared to the same quarter last year. During the same period in the prior year, the firm earned $0.76 earnings per share. Vertiv has set its Q4 2025 guidance at 1.230-1.290 EPS. FY 2025 guidance at 4.070-4.130 EPS.

Vertiv Announces Dividend

The business also recently announced a quarterly dividend, which was paid on Thursday, September 25th. Investors of record on Monday, September 15th were paid a $0.0375 dividend. The ex-dividend date was Monday, September 15th. This represents a $0.15 dividend on an annualized basis and a yield of 0.1%. Vertiv’s dividend payout ratio (DPR) is 5.66%.

Insider Activity at Vertiv

In related news, Director Jakki L. Haussler sold 15,680 shares of the company’s stock in a transaction on Monday, September 8th. The stock was sold at an average price of $123.92, for a total value of $1,943,065.60. Following the transaction, the director directly owned 4,631 shares of the company’s stock, valued at $573,873.52. This represents a 77.20% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, insider Karsten Winther sold 41,654 shares of the firm’s stock in a transaction on Thursday, August 14th. The stock was sold at an average price of $134.21, for a total value of $5,590,383.34. Following the completion of the transaction, the insider owned 18,848 shares of the company’s stock, valued at $2,529,590.08. This trade represents a 68.85% decrease in their position. The disclosure for this sale can be found here. Insiders sold a total of 180,952 shares of company stock worth $23,360,571 in the last quarter. 5.01% of the stock is currently owned by company insiders.

Institutional Investors Weigh In On Vertiv

Several hedge funds have recently added to or reduced their stakes in the business. Financial Management Professionals Inc. lifted its holdings in shares of Vertiv by 1,560.0% in the 3rd quarter. Financial Management Professionals Inc. now owns 166 shares of the company’s stock valued at $25,000 after buying an additional 156 shares during the period. GW&K Investment Management LLC purchased a new position in Vertiv during the first quarter valued at approximately $26,000. Promus Capital LLC acquired a new position in Vertiv in the second quarter valued at approximately $26,000. Pacer Advisors Inc. boosted its position in Vertiv by 67.6% in the 3rd quarter. Pacer Advisors Inc. now owns 171 shares of the company’s stock worth $26,000 after purchasing an additional 69 shares in the last quarter. Finally, SouthState Corp acquired a new stake in shares of Vertiv during the 1st quarter worth approximately $27,000. 89.92% of the stock is owned by hedge funds and other institutional investors.

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.