HSBC assumed coverage on shares of Vertiv (NYSE:VRT – Free Report) in a research report report published on Wednesday morning, MarketBeat reports. The brokerage issued a buy rating and a $325.00 target price on the stock.
A number of other research analysts have also recently issued reports on VRT. JPMorgan Chase & Co. lowered their price objective on Vertiv from $230.00 to $225.00 and set an “overweight” rating for the company in a research note on Friday, January 16th. Royal Bank Of Canada increased their target price on Vertiv from $200.00 to $266.00 and gave the stock an “outperform” rating in a research note on Thursday, February 12th. Roth Mkm restated a “buy” rating and set a $275.00 price target on shares of Vertiv in a report on Thursday, February 12th. Wall Street Zen cut shares of Vertiv from a “strong-buy” rating to a “buy” rating in a research note on Saturday, March 14th. 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. One analyst has rated the stock with a Strong Buy rating, twenty have assigned a Buy rating, two have assigned a Hold rating and one has issued a Sell rating to the company. According to MarketBeat.com, Vertiv currently has a consensus rating of “Moderate Buy” and an average price target of $235.26.
View Our Latest Analysis on Vertiv
Vertiv Stock Up 1.9%
Vertiv (NYSE:VRT – Get Free Report) last announced its earnings results on Wednesday, February 11th. The company reported $1.36 earnings per share for the quarter, beating analysts’ consensus estimates of $1.29 by $0.07. Vertiv had a net margin of 13.03% and a return on equity of 49.55%. The business had revenue of $2.88 billion during the quarter, compared to the consensus estimate of $2.89 billion. During the same quarter last year, the firm earned $0.99 earnings per share. The business’s revenue for the quarter 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. On average, equities analysts predict that Vertiv will post 3.59 EPS for the current fiscal year.
Vertiv Dividend Announcement
The company also recently disclosed a quarterly dividend, which will be paid on Thursday, March 26th. Investors of record on Tuesday, March 17th will be given a dividend of $0.0625 per share. This represents a $0.25 dividend on an annualized basis and a yield of 0.1%. The ex-dividend date is Tuesday, March 17th. Vertiv’s dividend payout ratio is 7.33%.
Insider Buying and Selling
In other Vertiv news, Director Roger Fradin sold 101,667 shares of the business’s stock in a transaction dated Thursday, February 26th. The stock was sold at an average price of $253.42, for a total transaction of $25,764,451.14. Following the completion of the sale, the director directly owned 40,000 shares in the company, valued at $10,136,800. The trade was a 71.76% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, Chairman David M. Cote sold 40,000 shares of the company’s stock in a transaction dated Thursday, February 26th. The shares were sold at an average price of $255.29, for a total transaction of $10,211,600.00. Following the sale, the chairman directly owned 22,258 shares of the company’s stock, valued at $5,682,244.82. The trade was a 64.25% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 489,761 shares of company stock valued at $123,356,815 in the last 90 days. Insiders own 2.63% of the company’s stock.
Institutional Trading of Vertiv
Large investors have recently added to or reduced their stakes in the business. Hohimer Wealth Management LLC lifted its position in shares of Vertiv by 0.8% during the 4th quarter. Hohimer Wealth Management LLC now owns 6,264 shares of the company’s stock valued at $1,015,000 after acquiring an additional 48 shares during the period. Howard Capital Management Inc. grew its holdings in Vertiv by 3.0% in the third quarter. Howard Capital Management Inc. now owns 1,837 shares of the company’s stock worth $277,000 after purchasing an additional 54 shares during the period. Investors Asset Management of Georgia Inc. GA ADV grew its holdings in Vertiv by 1.9% in the third quarter. Investors Asset Management of Georgia Inc. GA ADV now owns 3,020 shares of the company’s stock worth $456,000 after purchasing an additional 55 shares during the period. Waterfront Wealth Inc. increased its stake in Vertiv by 2.5% in the fourth quarter. Waterfront Wealth Inc. now owns 2,253 shares of the company’s stock valued at $365,000 after purchasing an additional 56 shares in the last quarter. Finally, Vermillion & White Wealth Management Group LLC raised its holdings 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 valued at $25,000 after purchasing an additional 56 shares during the period. 89.92% of the stock is currently owned by institutional investors.
Key Headlines Impacting Vertiv
Here are the key news stories impacting Vertiv this week:
- Positive Sentiment: Inclusion in the S&P 500 is boosting demand for the stock as index funds and ETFs adjust holdings — a structural buyer that can support higher prices. As Vertiv Joins S&P 500
- Positive Sentiment: Vertiv agreed to acquire ThermoKey, expanding its heat-rejection and cooling portfolio for AI-ready data centers — a strategic tuck-in that strengthens product offering and addressable market in high-growth AI infrastructure. Vertiv to Acquire ThermoKey
- Positive Sentiment: Vertiv announced four new/expanded manufacturing facilities in the Americas to increase capacity for infrastructure, power and rack systems — this supports faster delivery and scale for AI/data-center demand. Manufacturing Capacity Expansion
- Positive Sentiment: HSBC initiated coverage with a Buy rating and $325 price target, providing fresh sell‑side validation and a ~18% upside reference point for investors. HSBC Initiates with Buy
- Neutral Sentiment: Multiple retail/coverage pieces (Zacks, Yahoo trending articles) highlight momentum and investor interest — these drive attention and flows but are less directly catalytic than index inclusion, M&A or capacity moves. Zacks Momentum Coverage
- Negative Sentiment: Short interest rose ~42.6% in March to ~8.9M shares (about 2.5% of float). While the short percentage is still modest, the jump increases potential volatility and the risk of short-term squeezes or amplified downside on negative news.
About Vertiv
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.
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