Vertiv (NYSE:VRT) Price Target Raised to $300.00 at Barclays

Vertiv (NYSE:VRT) had its price target increased by Barclays from $281.00 to $300.00 in a research report report published on Wednesday morning,Benzinga reports. Barclays currently has an overweight rating on the stock.

VRT has been the subject of several other reports. Deutsche Bank Aktiengesellschaft reiterated a “buy” rating and set a $281.00 target price on shares of Vertiv in a research note on Thursday, February 12th. The Goldman Sachs Group lifted their price target on shares of Vertiv from $204.00 to $277.00 and gave the stock a “buy” rating in a research note on Thursday, February 12th. Citigroup increased their price objective on shares of Vertiv from $220.00 to $286.00 and gave the company a “buy” rating in a research note on Thursday, February 12th. Morgan Stanley reissued an “overweight” rating and set a $285.00 price objective on shares of Vertiv in a report on Friday, February 13th. Finally, TD Cowen reissued a “buy” rating on shares of Vertiv in a research report on Thursday, February 12th. One equities research analyst has rated the stock with a Strong Buy rating, twenty have given a Buy rating, three have assigned a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $237.45.

Vertiv Stock Up 3.7%

Shares of NYSE VRT opened at $259.74 on Wednesday. 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 has a 1 year low of $53.60 and a 1 year high of $282.05. The stock’s 50-day simple moving average is $235.86 and its 200-day simple moving average is $192.51. The firm has a market cap of $99.37 billion, a price-to-earnings ratio of 76.17, a PEG ratio of 1.26 and a beta of 2.02.

Vertiv (NYSE:VRT) last issued its quarterly earnings results on Wednesday, February 11th. The company reported $1.36 EPS for the quarter, beating analysts’ consensus estimates of $1.29 by $0.07. Vertiv had a return on equity of 49.55% and a net margin of 13.03%.The firm had revenue of $2.88 billion during the quarter, compared to the consensus estimate of $2.89 billion. During the same quarter in the prior year, the business posted $0.99 earnings per share. Vertiv’s revenue for the quarter was up 22.7% on a year-over-year basis. Vertiv has set its Q1 2026 guidance at 0.950-1.010 EPS and its FY 2026 guidance at 5.970-6.070 EPS. As a group, equities analysts anticipate that Vertiv will post 3.59 earnings per share for the current fiscal year.

Vertiv Dividend Announcement

The company also recently disclosed 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. The ex-dividend date was Tuesday, March 17th. This represents a $0.25 annualized dividend and a yield of 0.1%. Vertiv’s dividend payout ratio (DPR) is 7.33%.

Insider Transactions at Vertiv

In other news, Director Steven Reinemund sold 65,000 shares of the firm’s stock in a transaction dated Thursday, February 26th. The shares were sold at an average price of $253.95, for a total value of $16,506,750.00. Following the transaction, the director directly owned 68,333 shares in the company, valued at approximately $17,353,165.35. This trade represents a 48.75% decrease in their position. The transaction was disclosed in a filing with the SEC, which can be accessed through the SEC website. Also, Chairman David M. Cote sold 40,000 shares of Vertiv stock in a transaction dated Thursday, February 26th. The shares were sold at an average price of $255.29, for a total transaction of $10,211,600.00. Following the completion of the transaction, the chairman directly 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. Insiders have sold a total of 489,761 shares of company stock valued at $123,356,815 over the last quarter. Insiders own 2.63% of the company’s stock.

Institutional Investors Weigh In On Vertiv

Several institutional investors and hedge funds have recently bought and sold shares of VRT. CreativeOne Wealth LLC lifted its stake in Vertiv by 187.8% in the third quarter. CreativeOne Wealth LLC now owns 10,646 shares of the company’s stock valued at $1,606,000 after buying an additional 6,947 shares during the last quarter. Abundance Wealth Counselors grew its position in shares of Vertiv by 313.7% during the third quarter. Abundance Wealth Counselors now owns 10,165 shares of the company’s stock worth $1,533,000 after acquiring an additional 7,708 shares during the last quarter. Union Bancaire Privee UBP SA increased its holdings in shares of Vertiv by 35.5% in the 3rd quarter. Union Bancaire Privee UBP SA now owns 272,608 shares of the company’s stock worth $41,126,000 after acquiring an additional 71,361 shares during the period. Plato Investment Management Ltd increased its holdings in shares of Vertiv by 272.7% in the 3rd quarter. Plato Investment Management Ltd now owns 8,825 shares of the company’s stock worth $1,321,000 after acquiring an additional 6,457 shares during the period. Finally, KLP Kapitalforvaltning AS lifted its position in Vertiv by 5.5% in the 3rd quarter. KLP Kapitalforvaltning AS now owns 143,100 shares of the company’s stock valued at $21,588,000 after purchasing an additional 7,400 shares during the last quarter. Institutional investors and hedge funds own 89.92% of the company’s stock.

Vertiv News Roundup

Here are the key news stories impacting Vertiv this week:

• Positive Sentiment: Barclays raised its price target to $300 and upgraded to “Overweight,” signaling meaningful upside versus recent levels and likely drawing buy-side interest. Barclays Raises Price Target
• Positive Sentiment: Vertiv announced and is being highlighted for a US$50M Ohio expansion to boost production of liquid?cooling and chilled?water systems for high?density and AI data centers — a direct capacity play into the fastest?growing part of the data?center market. This supports revenue/margin upside if AI demand continues. Is Vertiv Quietly Redefining Its Data Center Edge?
• Positive Sentiment: Product expansion: Vertiv added a wall?mount cooling system for edge and small data rooms in EMEA, broadening its thermal portfolio and addressing edge deployment demand — a niche that can drive recurring sales and attach rates. Vertiv Expands Thermal Portfolio
• Neutral Sentiment: Analyst/coverage commentary and market pieces (Zacks et al.) point to strong YTD performance, heavy order flow and an earnings?beat history — factors that support momentum but may already be priced in. Vertiv Soars 55% YTD
• Negative Sentiment: Not all Wall Street is uniformly bullish: Jefferies cut Vertiv from Buy to Hold and trimmed its target to $260, flagging concerns that expectations may be elevated — this adds some near?term selling pressure and acts as a counterweight to upgrades. Vertiv Downgraded

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.