Vertiv Holdings Co. (NYSE:VRT) Receives Consensus Recommendation of “Moderate Buy” from Brokerages

Shares of Vertiv Holdings Co. (NYSE:VRT) have earned an average recommendation of “Moderate Buy” from the twenty-three analysts that are covering the firm, Marketbeat reports. One investment analyst has rated the stock with a sell rating, two have assigned a hold rating, nineteen have issued a buy rating and one has issued a strong buy rating on the company. The average 1 year price target among analysts that have issued a report on the stock in the last year is $230.2778.

Several analysts have weighed in on VRT shares. Evercore reissued an “outperform” rating and issued a $280.00 price target on shares of Vertiv in a research note on Wednesday, February 11th. TD Cowen reiterated a “buy” rating on shares of Vertiv in a research report on Thursday, February 12th. JPMorgan Chase & Co. cut their target price on shares of Vertiv from $230.00 to $225.00 and set an “overweight” rating on the stock in a report on Friday, January 16th. Wolfe Research lowered shares of Vertiv from an “outperform” rating to a “peer perform” rating in a report on Tuesday, December 9th. Finally, Weiss Ratings raised shares of Vertiv from a “hold (c+)” rating to a “buy (b-)” rating in a research report on Friday, February 13th.

Vertiv Trading Down 0.7%

Shares of VRT opened at $268.04 on Thursday. The business has a 50-day moving average of $209.47 and a 200 day moving average of $178.71. Vertiv has a fifty-two week low of $53.60 and a fifty-two week high of $276.78. The company has a debt-to-equity ratio of 0.73, a quick ratio of 1.22 and a current ratio of 1.55. The firm has a market cap of $102.55 billion, a P/E ratio of 78.61, a price-to-earnings-growth ratio of 1.36 and a beta of 2.02.

Vertiv (NYSE:VRT) last announced its quarterly earnings results on Wednesday, February 11th. The company reported $1.36 earnings per share for the quarter, beating the consensus estimate of $1.29 by $0.07. Vertiv had a return on equity of 49.55% and a net margin of 13.03%.The firm had revenue of $2.88 billion for the quarter, compared to analysts’ expectations of $2.89 billion. During the same period in the prior year, the business posted $0.99 earnings per share. The company’s revenue was up 22.7% on a year-over-year basis. Vertiv has set its Q1 2026 guidance at 0.950-1.010 EPS and its FY 2026 guidance at 5.970-6.070 EPS. As a group, research analysts forecast that Vertiv will post 3.59 EPS for the current year.

Vertiv Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Thursday, March 26th. Shareholders of record on Tuesday, March 17th will be given a dividend of $0.0625 per share. The ex-dividend date of this dividend is Tuesday, March 17th. This represents a $0.25 dividend on an annualized basis and a yield of 0.1%. Vertiv’s dividend payout ratio is presently 7.33%.

Insider Transactions at Vertiv

In other news, Director Jan Van Dokkum sold 38,647 shares of the business’s stock in a transaction that occurred on Thursday, February 26th. The stock was sold at an average price of $254.87, for a total transaction of $9,849,960.89. Following the transaction, the director directly owned 25,000 shares of the company’s stock, valued at approximately $6,371,750. The trade was a 60.72% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, Director Edward L. Monser sold 77,294 shares of Vertiv stock in a transaction on Friday, March 6th. The shares were sold at an average price of $245.49, for a total transaction of $18,974,904.06. Following the completion of the sale, the director owned 16,500 shares in the company, valued at approximately $4,050,585. This trade represents a 82.41% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last quarter, insiders sold 489,761 shares of company stock worth $123,356,815. Corporate insiders own 2.63% of the company’s stock.

Institutional Inflows and Outflows

Institutional investors have recently made changes to their positions in the company. Financial Management Professionals Inc. lifted its position in Vertiv by 1,560.0% during the third 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. Vermillion & White Wealth Management Group LLC grew its position in shares of Vertiv by 58.3% in the 4th quarter. Vermillion & White Wealth Management Group LLC now owns 152 shares of the company’s stock worth $25,000 after buying an additional 56 shares during the period. Promus Capital LLC bought a new position in shares of Vertiv in the 2nd quarter worth about $26,000. Pacer Advisors Inc. lifted its position in Vertiv by 67.6% during the 3rd quarter. Pacer Advisors Inc. now owns 171 shares of the company’s stock valued at $26,000 after acquiring an additional 69 shares during the period. Finally, Sankala Group LLC bought a new stake in shares of Vertiv in the 4th quarter worth approximately $27,000. Institutional investors own 89.92% of the company’s stock.

Trending Headlines about Vertiv

Here are the key news stories impacting Vertiv this week:

• Positive Sentiment: S&P 500 inclusion creates forced, index‑driven demand and has been the primary near‑term catalyst lifting VRT; index fund buying and front‑running by traders drove the recent big jump. Read More.
• Positive Sentiment: AI‑data center exposure and product innovation are driving conviction: Vertiv launched the OneCore digital‑twin platform aimed at accelerating high‑density AI data center builds — a strategic revenue lever if adopted by hyperscalers. Read More.
• Positive Sentiment: High‑profile endorsements and upbeat analyst coverage are boosting demand — Jim Cramer called Vertiv a “Cramer fave,” and consensus analyst ratings skew to Buy/Overweight with multiple price targets above current levels. Read More.
• Neutral Sentiment: Fundamentals supporting the story: recent quarterly EPS beat and raised guidance underpin a growth narrative tied to a multibillion‑dollar order backlog for data‑center equipment. Read More.
• Neutral Sentiment: Market visibility and inclusion on AI‑themed lists are attracting longer‑term investors and ETFs, which can sustain flows after the index rebalance. Read More.
• Negative Sentiment: Insider selling: a director disposed of a large block (77,294 shares), which can be read negatively even though institutional and index flows likely dominate near‑term trading. Read More.
• Negative Sentiment: Valuation and crowding risk: VRT trades at a high PE and has seen rapid price appreciation — investors should weigh stretched multiples and the potential for short‑term profit taking after the index‑driven run. Read More.

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.