Vertiv Holdings Co. (NYSE:VRT) Receives Average Rating of "Moderate Buy" from Analysts

Key Points

• Analyst consensus: 26 firms rate Vertiv a "Moderate Buy" (21 buys, 4 holds, 1 sell) with an average 12‑month price target of $278.38, notably below the stock's recent price near $330.
• Operational momentum: Vertiv beat Q1 estimates (EPS $1.17 vs $1.00; revenue $2.65B), issued raised Q2 and FY2026 guidance, and acquired Strategic Thermal Labs to strengthen AI liquid‑cooling capabilities.
• Insider selling: Company insiders sold 489,761 shares worth about $123.4M over the past three months (insiders now own 2.63%), despite institutional ownership around 89.9%.

Shares of Vertiv Holdings Co. (NYSE:VRT - Get Free Report) have received a consensus recommendation of "Moderate Buy" from the twenty-six research firms that are covering the stock, MarketBeat Ratings reports. One analyst has rated the stock with a sell rating, four have given a hold rating and twenty-one have given a buy rating to the company. The average 1-year price objective among brokerages that have issued a report on the stock in the last year is $278.3810.

A number of research firms have issued reports on VRT. HSBC began coverage on shares of Vertiv in a research note on Wednesday, March 25th. They issued a "buy" rating and a $325.00 target price for the company. Citigroup lifted their target price on shares of Vertiv from $340.00 to $353.00 and gave the company a "buy" rating in a research note 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, April 13th. JPMorgan Chase & Co. lifted their target price on shares of Vertiv from $305.00 to $350.00 and gave the company an "overweight" rating in a research note on Friday, April 24th. Finally, TD Cowen lifted their price target on shares of Vertiv from $269.00 to $347.00 and gave the company a "buy" rating in a research report on Thursday, April 23rd.

Insider Transactions at Vertiv

In other Vertiv news, Director Roger Fradin sold 101,666 shares of the business's stock in a transaction on Friday, February 27th. The shares were sold at an average price of $252.13, for a total value of $25,633,048.58. The sale was disclosed in a document filed with the SEC, which is accessible through the SEC website. Also, Director Jan Van Dokkum sold 38,647 shares of the business's stock in a transaction on Thursday, February 26th. The shares were sold at an average price of $254.87, for a total transaction of $9,849,960.89. Following the completion of the sale, the director directly owned 25,000 shares in the company, valued at $6,371,750. This trade represents a 60.72% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last three months, insiders have sold 489,761 shares of company stock worth $123,356,815. 2.63% of the stock is currently owned by company insiders.

Institutional Investors Weigh In On Vertiv

Several institutional investors and hedge funds have recently bought and sold shares of the business. Vermillion & White Wealth Management Group LLC boosted 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 in the last quarter. Pacer Advisors Inc. boosted its stake in shares of Vertiv by 67.6% in the 3rd quarter. Pacer Advisors Inc. now owns 171 shares of the company's stock valued at $26,000 after purchasing an additional 69 shares in the last quarter. Sankala Group LLC acquired a new stake in shares of Vertiv in the 4th quarter valued at $27,000. Meeder Asset Management Inc. boosted 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 in the last quarter. Finally, Rossby Financial LCC acquired a new stake in shares of Vertiv in the 4th quarter valued at $27,000. Institutional investors own 89.92% of the company's stock.

Key Stories Impacting Vertiv

Here are the key news stories impacting Vertiv this week:

• Positive Sentiment: Vertiv agreed to acquire Strategic Thermal Labs to strengthen server‑side liquid‑cooling capabilities for high‑density AI and HPC workloads — a direct product fit for the AI data‑center buildout and a near‑term growth accelerator. Vertiv Buys STL To Deepen AI Liquid Cooling
• Positive Sentiment: Coverage lift: JPMorgan and Morgan Stanley have recently raised price targets and reiterated constructive views on Vertiv, signaling stronger sell‑side conviction that supports higher valuation multiples. Vertiv: The Best Data Center Cooling Company to Invest In
• Positive Sentiment: Multiple industry pieces identify Vertiv as a direct beneficiary of surging AI capex (estimates up to $725B–$1T by 2026), which should lift demand for cooling, power and infrastructure — core Vertiv end markets. Big Techs Assure Lasting AI Frenzy - Which Stocks Will Gain?
• Positive Sentiment: Independent articles analyzing the AI supercycle and planned multi‑year capex increases list infrastructure plays like Vertiv among the stocks poised to “feast” on the buildout, reinforcing momentum and investor interest. $1 Trillion in AI Capex Is Coming
• Neutral Sentiment: Analyst commentary and industry roundups offer broader insights on Vertiv and peers; useful for context but generally reiterate the same AI/cooling thesis rather than providing new company‑specific catalysts. Analysts Offer Insights on Industrial Goods Companies

Vertiv Stock Up 7.7%

VRT stock opened at $329.68 on Friday. Vertiv has a 12-month low of $91.17 and a 12-month high of $330.30. The company has a quick ratio of 1.15, a current ratio of 1.49 and a debt-to-equity ratio of 0.69. The company has a market cap of $126.13 billion, a price-to-earnings ratio of 82.83, a PEG ratio of 1.31 and a beta of 2.04. The company has a 50 day moving average of $274.42 and a two-hundred day moving average of $213.68.

Vertiv (NYSE:VRT - Get Free Report) last released its earnings results on Wednesday, April 22nd. The company reported $1.17 earnings per share (EPS) for the quarter, topping analysts' consensus estimates of $1.00 by $0.17. Vertiv had a net margin of 14.37% and a return on equity of 49.90%. The company had revenue of $2.65 billion during the quarter, compared to the consensus estimate of $2.63 billion. During the same quarter in the prior year, the firm earned $0.64 EPS. The company'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. On average, equities analysts anticipate that Vertiv will post 6.42 earnings per share for the current fiscal year.

Vertiv Announces Dividend

The firm also recently declared a quarterly dividend, which was paid on Thursday, March 26th. Shareholders of record on Tuesday, March 17th were issued a $0.0625 dividend. This represents a $0.25 annualized dividend and a yield of 0.1%. The ex-dividend date of this dividend was Tuesday, March 17th. Vertiv's payout ratio is 6.28%.

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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