Vertiv (NYSE:VRT) Trading 3.5% Higher After Analyst Upgrade

Vertiv Holdings Co. (NYSE:VRT)’s share price traded up 3.5% during mid-day trading on Tuesday after The Goldman Sachs Group raised their price target on the stock from $277.00 to $311.00. The Goldman Sachs Group currently has a buy rating on the stock. Vertiv traded as high as $312.46 and last traded at $310.48. 4,963,967 shares were traded during trading, a decline of 33% from the average session volume of 7,459,781 shares. The stock had previously closed at $299.96.

Several other research analysts have also recently issued reports on the stock. Barclays increased their target price on shares of Vertiv from $281.00 to $300.00 and gave the stock an “overweight” rating in a report on Wednesday, April 1st. Weiss Ratings upgraded shares of Vertiv from a “hold (c+)” rating to a “buy (b-)” rating in a report on Friday, February 13th. TD Cowen reiterated a “buy” rating on shares of Vertiv in a report on Thursday, February 12th. Roth Mkm reiterated a “buy” rating and set a $275.00 target price on shares of Vertiv in a report on Thursday, February 12th. Finally, Jefferies Financial Group reiterated a “hold” rating and set a $260.00 target price (down from $280.00) on shares of Vertiv in a report on Tuesday, March 31st. One analyst has rated the stock with a Strong Buy rating, twenty-one have issued a Buy rating, three have given a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $246.76.

Insider Buying and Selling at Vertiv

In related news, EVP Anders Karlborg sold 30,487 shares of Vertiv stock in a transaction that occurred on Thursday, February 26th. The shares were sold at an average price of $246.92, for a total value of $7,527,850.04. Following the completion of the sale, the executive vice president directly owned 34,746 shares in the company, valued at $8,579,482.32. This trade represents a 46.74% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, Chairman David M. Cote sold 40,000 shares of Vertiv stock in a transaction that occurred on Thursday, February 26th. The stock was sold at an average price of $255.29, for a total transaction of $10,211,600.00. Following the completion of the sale, the chairman owned 22,258 shares of the company’s stock, valued at $5,682,244.82. This trade represents a 64.25% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last quarter, insiders sold 489,761 shares of company stock valued at $123,356,815. 5.01% of the stock is currently owned by corporate insiders.

Key Stories Impacting Vertiv

Here are the key news stories impacting Vertiv this week:

• Positive Sentiment: Citi raised its price target to $340 (maintaining Buy), citing continued AI-driven industrial demand that supports Vertiv’s growth outlook. Read More.
• Positive Sentiment: Goldman Sachs increased its price target to $311 and keeps a Buy rating—another major bank lift that likely boosted momentum. Read More.
• Positive Sentiment: Vertiv is named among the companies partnering with Nvidia in 2026, underscoring its role in supplying critical infrastructure for AI deployments; Evercore and Barclays have also affirmed favorable ratings. Read More.
• Positive Sentiment: Strategic M&A: Vertiv acquired BMarko Structures to expand in‑house structural fabrication and speed capacity for manufactured/converged infrastructure — a direct play on scaling for AI/data‑center builds. Read More.
• Positive Sentiment: Energy‑services collaboration: Vertiv integrated its EnergyCore Grid BESS with CPower’s VPP platform to monetize behind‑the‑meter storage, improving interconnection options and potentially boosting asset economics for data‑center customers. Read More.
• Neutral Sentiment: Industry positioning: Q4 sector reviews and commentary compare Vertiv to peers, highlighting strong top‑line growth but also emphasizing competitive dynamics in electrical/data‑center equipment. Useful context but not a single catalyst. Read More.

Institutional Trading of Vertiv

A number of institutional investors have recently bought and sold shares of VRT. Empowered Funds LLC boosted its stake in Vertiv by 25.9% in the 1st quarter. Empowered Funds LLC now owns 11,557 shares of the company’s stock worth $834,000 after purchasing an additional 2,377 shares in the last quarter. Sivia Capital Partners LLC acquired a new stake in Vertiv in the 2nd quarter worth approximately $567,000. Cary Street Partners Financial LLC boosted its stake in Vertiv by 19.8% in the 2nd quarter. Cary Street Partners Financial LLC now owns 1,390 shares of the company’s stock worth $178,000 after purchasing an additional 230 shares in the last quarter. Bank of Nova Scotia boosted its stake in Vertiv by 49.7% in the 2nd quarter. Bank of Nova Scotia now owns 29,239 shares of the company’s stock worth $3,755,000 after purchasing an additional 9,712 shares in the last quarter. Finally, Ossiam acquired a new stake in Vertiv in the 2nd quarter worth approximately $50,000. 89.92% of the stock is currently owned by institutional investors and hedge funds.

Vertiv Stock Up 3.5%

The business’s 50 day moving average is $252.42 and its 200 day moving average is $201.64. The company has a market capitalization of $118.79 billion, a price-to-earnings ratio of 91.05, a PEG ratio of 1.51 and a beta of 2.04. The company has a debt-to-equity ratio of 0.73, a quick ratio of 1.22 and a current ratio of 1.55.

Vertiv (NYSE:VRT) last posted its quarterly earnings results on Wednesday, February 11th. The company reported $1.36 earnings per share (EPS) for the quarter, topping 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 company had revenue of $2.88 billion during the quarter, compared to analyst estimates of $2.89 billion. During the same period last year, the firm posted $0.99 EPS. Vertiv’s revenue for the quarter was up 22.7% compared to the same quarter last year. Vertiv has set its Q1 2026 guidance at 0.950-1.010 EPS and its FY 2026 guidance at 5.970-6.070 EPS. Sell-side analysts anticipate that Vertiv Holdings Co. will post 3.59 earnings per share for the current year.

Vertiv Dividend Announcement

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

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.