Vertiv (NYSE:VRT) Price Target Raised to $350.00

Vertiv (NYSE:VRT) had its price objective boosted by Morgan Stanley from $285.00 to $350.00 in a report released on Thursday, Marketbeat.com reports. They currently have an overweight rating on the stock.

Several other equities analysts have also recently weighed in on VRT. Citigroup boosted their price objective on Vertiv from $340.00 to $353.00 and gave the stock a “buy” rating in a research report on Thursday. Weiss Ratings upgraded Vertiv from a “hold (c+)” rating to a “buy (b-)” rating in a research note on Friday, February 13th. Roth Mkm restated a “buy” rating and set a $335.00 price target on shares of Vertiv in a research note on Thursday, April 16th. Deutsche Bank Aktiengesellschaft restated a “buy” rating and set a $281.00 price target on shares of Vertiv in a research note on Thursday, February 12th. Finally, Barclays boosted their price target on Vertiv from $300.00 to $345.00 and gave the company an “overweight” rating in a research note on Thursday. Twenty-one research analysts have rated the stock with a Buy rating, four have issued a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average price target of $278.38.

Vertiv Price Performance

NYSE VRT opened at $323.65 on Thursday. Vertiv has a twelve month low of $80.51 and a twelve month high of $330.30. The company has a debt-to-equity ratio of 0.69, a quick ratio of 1.22 and a current ratio of 1.49. The stock has a market capitalization of $123.83 billion, a PE ratio of 81.32, a P/E/G ratio of 1.57 and a beta of 2.04. The stock has a 50-day simple moving average of $268.45 and a 200 day simple moving average of $209.88.

Vertiv (NYSE:VRT) last posted its quarterly earnings data on Wednesday, April 22nd. The company reported $1.17 earnings per share for the quarter, topping the consensus estimate of $1.00 by $0.17. Vertiv had a return on equity of 49.90% and a net margin of 14.37%.The business had revenue of $2.65 billion during the quarter, compared to analysts’ expectations of $2.63 billion. During the same quarter in the previous year, the firm earned $0.64 EPS. The firm’s revenue was up 30.1% compared to the same quarter last year. Vertiv has set its Q2 2026 guidance at 1.370-1.430 EPS and its FY 2026 guidance at 6.300-6.400 EPS. Research analysts anticipate that Vertiv will post 6.37 EPS for the current year.

Vertiv Announces Dividend

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

Insider Activity

In related 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 transaction, the director directly owned 40,000 shares in the company, valued at $10,136,800. The trade was a 71.76% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available at this link. Also, Director Edward L. Monser sold 77,294 shares of the business’s stock in a transaction dated Friday, March 6th. The shares were sold at an average price of $245.49, for a total value of $18,974,904.06. Following the transaction, the director owned 16,500 shares in the company, valued at $4,050,585. This represents a 82.41% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last ninety days, insiders sold 489,761 shares of company stock valued at $123,356,815. Corporate insiders own 2.63% of the company’s stock.

Institutional Investors Weigh In On Vertiv

Large investors have recently modified their holdings of the stock. Vermillion & White Wealth Management Group LLC grew its stake 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 valued at $25,000 after purchasing an additional 56 shares during the period. Sankala Group LLC bought a new stake in shares of Vertiv in the 4th quarter valued at approximately $27,000. Meeder Asset Management Inc. grew its stake in shares of Vertiv by 211.3% in the 4th quarter. Meeder Asset Management Inc. now owns 165 shares of the company’s stock valued at $27,000 after purchasing an additional 112 shares during the period. Financial Management Professionals Inc. grew its stake 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 purchasing an additional 156 shares during the period. Finally, Rossby Financial LCC bought a new stake in shares of Vertiv in the 4th quarter valued at approximately $27,000. 89.92% of the stock is currently owned by institutional investors.

Vertiv News Summary

Here are the key news stories impacting Vertiv this week:

• Positive Sentiment: Q1 beat and guidance lift — Vertiv reported Q1 EPS of $1.17 (well ahead of consensus) and revenue up ~30% Y/Y; management raised Q2 and FY26 EPS guidance, citing strong data‑center demand and margin improvement. Vertiv Q1 Earnings Beat, Net Sales Rise Y/Y, Shares Rise
• Positive Sentiment: Analyst price‑target upgrades — Major firms (Morgan Stanley, JPMorgan) moved to “overweight” and raised targets to ~$350, supporting further upside expectations. Price Target Raises
• Positive Sentiment: Market reaction — Multiple outlets report a sharp post‑earnings rally and higher share prices as Wall Street re‑prices Vertiv for stronger AI/data‑center spending. Vertiv Surges After Q1 Beat
• Neutral Sentiment: Options flow spike — Unusually large options activity may amplify intraday moves but can reflect speculative positioning rather than fundamental conviction. Unusually Large Options Trading
• Neutral Sentiment: Sector/market context — Broader bullish tone for AI and data‑center names is helping Vertiv, per recent MarketBeat coverage. Vertiv Keeps Chugging, Price Targets Flip to the Upside
• Negative Sentiment: Insider selling — Company insiders sold roughly $100M+ of stock over the past year, a potential red flag for some investors about near‑term conviction. Insiders Sold US$102m In Stock
• Negative Sentiment: Valuation/peak‑growth concerns — Commentary notes rapid share gains (300%+ Y/Y for some periods) and warns of risk if AI/data‑center demand moderates; some analysts highlight valuation stretch. Mounting Worries Of Peak Growth And Peak Valuation
• Negative Sentiment: Near‑term revenue guide nuance — Management’s next‑quarter revenue guidance was viewed as slightly below some analyst estimates, a possible short‑term headwind despite the full‑year raise. VRT Q1 Deep Dive

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.