Vertiv (NYSE:VRT) Upgraded at Robert W. Baird

Robert W. Baird upgraded shares of Vertiv (NYSE:VRT) to a strong-buy rating in a research report released on Wednesday,Zacks.com reports.

A number of other equities research analysts also recently commented on VRT. Fox Advisors raised Vertiv from a “hold” rating to a “strong-buy” rating in a report on Thursday, May 21st. Citigroup upped their price target on shares of Vertiv from $353.00 to $414.00 and gave the stock a “buy” rating in a research note on Thursday, May 7th. Morgan Stanley increased their price target on shares of Vertiv from $285.00 to $350.00 and gave the company an “overweight” rating in a report on Thursday, April 23rd. Zacks Research cut shares of Vertiv from a “strong-buy” rating to a “hold” rating in a research note on Monday, June 22nd. Finally, BNP Paribas Exane started coverage on shares of Vertiv in a research note on Tuesday, April 14th. They issued an “outperform” rating and a $345.00 price objective for the company. Three analysts have rated the stock with a Strong Buy rating, twenty-one have assigned a Buy rating and five have given a Hold rating to the company. According to MarketBeat, the company has a consensus rating of “Moderate Buy” and an average price target of $342.73.

Vertiv Stock Performance

Shares of VRT stock opened at $288.79 on Wednesday. The company has a market cap of $110.93 billion, a price-to-earnings ratio of 72.56, a price-to-earnings-growth ratio of 1.27 and a beta of 2.03. The stock has a 50 day simple moving average of $320.41 and a 200-day simple moving average of $269.39. Vertiv has a 12-month low of $118.70 and a 12-month high of $379.93. The company has a current ratio of 1.49, a quick ratio of 1.15 and a debt-to-equity ratio of 0.69.

Vertiv (NYSE:VRT) last posted its quarterly earnings results on Wednesday, April 22nd. The company reported $1.17 EPS for the quarter, beating 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 period last year, the firm earned $0.64 EPS. The company’s quarterly 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. On average, equities analysts forecast that Vertiv will post 6.38 EPS for the current year.

Vertiv Dividend Announcement

The company also recently declared a quarterly dividend, which was paid on Thursday, June 25th. Stockholders of record on Monday, June 15th were given a $0.0625 dividend. The ex-dividend date was Monday, June 15th. This represents a $0.25 dividend on an annualized basis and a dividend yield of 0.1%. Vertiv’s dividend payout ratio (DPR) is currently 6.28%.

Institutional Inflows and Outflows

Several institutional investors have recently modified their holdings of VRT. SFE Investment Counsel raised its holdings in shares of Vertiv by 1.1% during the first quarter. SFE Investment Counsel now owns 3,052 shares of the company’s stock worth $765,000 after acquiring an additional 32 shares in the last quarter. Versant Capital Management Inc boosted its position in Vertiv by 3.0% during the second quarter. Versant Capital Management Inc now owns 1,156 shares of the company’s stock valued at $387,000 after purchasing an additional 34 shares during the last quarter. Webster Bank N. A. grew its stake in Vertiv by 6.9% in the first quarter. Webster Bank N. A. now owns 542 shares of the company’s stock valued at $136,000 after purchasing an additional 35 shares in the last quarter. Sachetta LLC grew its stake in Vertiv by 41.4% in the first quarter. Sachetta LLC now owns 123 shares of the company’s stock valued at $31,000 after purchasing an additional 36 shares in the last quarter. Finally, Pincus Capital Management LP increased its position in Vertiv by 0.8% in the 1st quarter. Pincus Capital Management LP now owns 4,713 shares of the company’s stock worth $1,181,000 after purchasing an additional 38 shares during the last quarter. 89.92% of the stock is currently owned by institutional investors and hedge funds.

Key Headlines Impacting Vertiv

Here are the key news stories impacting Vertiv this week:

• Positive Sentiment: Robert W. Baird upgraded Vertiv to strong-buy and initiated/boosted coverage with a $370 price target, citing strong demand tied to data center growth and AI infrastructure spending. Vertiv rated outperform in new coverage at Baird on data center demand
• Positive Sentiment: Baird’s coverage highlights Vertiv as a key beneficiary of the AI data center power buildout, a theme that investors have been rewarding across infrastructure and cooling names. Vertiv (VRT) Stock: Baird Initiates Coverage With $370 Price Target and Outperform Rating
• Positive Sentiment: Market commentary continues to group Vertiv among the stocks positioned to gain from the ongoing AI data center power and cooling spending cycle, which supports the long-term earnings outlook. 3 Stocks Riding the AI Data Center Power Buildout in July
• Neutral Sentiment: RBC Capital trimmed its price target on Vertiv to $418 from $435 but kept an outperform rating, signaling slightly less upside than before while still remaining bullish overall. Benzinga
• Neutral Sentiment: Leon Cooperman-related portfolio commentary mentioned Vertiv among other holdings, but it did not add a clear new catalyst for the stock. Billionaire Leon Cooperman’s Top 3 Stocks: Buy, Sell or Hold

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.