Vertiv (NYSE:VRT) Shares Up 3.5% Following Analyst Upgrade

Key Points

• Shares up 3.5% after Goldman Sachs raised its price target from $277 to $311 and kept a Buy rating, with the stock trading as high as $312.46 following the announcement.
• Large insider selling: Directors Edward Monser and Roger Fradin sold 77,294 and 101,667 shares respectively, and insiders sold a total of 489,761 shares (~$123.4M) over the past 90 days, leaving insiders with roughly 2.63% ownership.
• Solid operating results and guidance: Vertiv reported Q4 revenue up 22.7% year‑over‑year and EPS of $1.36 (beat), and set FY2026 guidance of $5.97–$6.07 EPS, while trading at a high P/E (~91) and market cap of about $118.8B.

Vertiv Holdings Co. (NYSE:VRT - Get Free Report) shares were up 3.5% during 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. Approximately 4,963,967 shares changed hands during mid-day trading, a decline of 33% from the average daily volume of 7,459,781 shares. The stock had previously closed at $299.96.

VRT has been the subject of a number of other reports. Barclays increased their target price on shares of Vertiv from $281.00 to $300.00 and gave the company an "overweight" rating in a report on Wednesday, April 1st. BNP Paribas Exane started coverage on shares of Vertiv in a report on Tuesday. They issued an "outperform" rating and a $345.00 target price for the company. Roth Mkm reaffirmed a "buy" rating and issued a $275.00 target price on shares of Vertiv in a report on Thursday, February 12th. Jefferies Financial Group reaffirmed a "hold" rating and issued a $260.00 target price (down from $280.00) on shares of Vertiv in a report on Tuesday, March 31st. Finally, JPMorgan Chase & Co. dropped their target price on shares of Vertiv from $230.00 to $225.00 and set an "overweight" rating for the company in a report on Friday, January 16th. One investment analyst has rated the stock with a Strong Buy rating, twenty-one have given a Buy rating, three have given a Hold rating and one has given a Sell rating to the company's stock. Based on data from MarketBeat, Vertiv presently has an average rating of "Moderate Buy" and an average target price of $246.76.

Insider Buying and Selling

In other news, Director Edward L. Monser sold 77,294 shares of the firm's stock in a transaction that occurred on Friday, March 6th. The shares were sold at an average price of $245.49, for a total transaction of $18,974,904.06. Following the completion of the transaction, the director directly owned 16,500 shares of the company's stock, valued at $4,050,585. This trade represents a 82.41% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, Director Roger Fradin sold 101,667 shares of the firm's stock in a transaction that occurred on 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 of the company's stock, valued at approximately $10,136,800. This trade represents a 71.76% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 489,761 shares of company stock valued at $123,356,815 in the last 90 days. 2.63% of the stock is owned by corporate insiders.

Key Stories Impacting Vertiv

Here are the key news stories impacting Vertiv this week:

• Positive Sentiment: Acquisition of BMarko Structures to expand manufactured and converged infrastructure capacity — strengthens in‑house structural fabrication and speeds delivery of scaleable solutions for AI data centers, supporting revenue and margin expansion prospects. Vertiv Acquires BMarko Structures to Expand Capacity for Manufactured and Converged Infrastructure Solutions
• Positive Sentiment: Citi raised its price target to $340 (maintained Buy) citing durable AI-driven industrial trends — signal that sell‑side sees more upside from Vertiv’s exposure to data‑center and AI infrastructure demand. Citi Raises Vertiv Price Target to $340 as AI-Driven Industrial Trends Stay Intact
• Positive Sentiment: Goldman Sachs raised its price target from $277 to $311 and kept a Buy — another institutional endorsement that likely contributed to upside momentum. Goldman Sachs raises price target to $311
• Positive Sentiment: Named among companies partnering with Nvidia in 2026 — strategic alignment with a leading AI‑infrastructure platform enhances Vertiv’s relevance to hyperscaler and enterprise AI builds. Vertiv Holdings (VRT) Is Among The Companies That Partnered With Nvidia in 2026
• Positive Sentiment: Collaboration with CPower to integrate Vertiv EnergyCore Grid BESS into a virtual power plant — improves speed‑to‑power, interconnection strategies, resilience and monetization of behind‑the‑meter assets for data centers. CPower and Vertiv Collaborate to Help Data Centers Accelerate Interconnection and Unlock Value from Energy Assets
• Neutral Sentiment: Market coverage highlights and stock outperformance notes — media roundups (Zacks/Yahoo) flag recent gains and investor attention but contain no new fundamentals. Vertiv Holdings Co. (VRT) Outperforms Broader Market: What You Need to Know
• Neutral Sentiment: Sector Q4 review and peer comparisons provide context on performance versus electrical‑systems peers — useful for investors but not a direct catalyst. Electrical Systems Stocks Q4 In Review: Vertiv NYSE: VRT Vs Peers

Institutional Trading of Vertiv

Several hedge funds and other institutional investors have recently bought and sold shares of the company. Financial Management Professionals Inc. boosted its holdings 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 last quarter. Vermillion & White Wealth Management Group LLC boosted its holdings 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 last quarter. Pacer Advisors Inc. boosted its holdings 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 during the last quarter. Sankala Group LLC acquired a new position in shares of Vertiv in the 4th quarter valued at $27,000. Finally, Meeder Asset Management Inc. boosted its holdings 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 last quarter. 89.92% of the stock is owned by hedge funds and other institutional investors.

Vertiv Stock Performance

The company has a market cap of $118.79 billion, a price-to-earnings ratio of 91.05, a price-to-earnings-growth ratio of 1.49 and a beta of 2.04. The stock's fifty day simple moving average is $250.01 and its two-hundred day simple moving average is $200.43. 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 - Get Free Report) last announced its quarterly 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. The company had revenue of $2.88 billion for the quarter, compared to analyst estimates of $2.89 billion. Vertiv had a net margin of 13.03% and a return on equity of 49.55%. Vertiv's revenue for the quarter was up 22.7% on a year-over-year basis. During the same quarter last year, the business earned $0.99 EPS. Vertiv has set its Q1 2026 guidance at 0.950-1.010 EPS and its FY 2026 guidance at 5.970-6.070 EPS. Equities research analysts anticipate that Vertiv Holdings Co. will post 3.59 EPS for the current year.

Vertiv Announces Dividend

The business 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 dividend on an annualized basis and a dividend yield of 0.1%. The ex-dividend date was Tuesday, March 17th. Vertiv's dividend payout ratio (DPR) is 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.

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