Vertiv (NYSE:VRT) Releases FY 2026 Earnings Guidance

Vertiv (NYSE:VRT) updated its FY 2026 earnings guidance on Wednesday morning. The company provided earnings per share guidance of 6.650-6.750 for the period, compared to the consensus EPS estimate of 6.470. The company issued revenue guidance of $14.0 billion-$14.0 billion, compared to the consensus revenue estimate of $13.9 billion. Vertiv also updated its Q3 2026 guidance to 1.770-1.830 EPS.

Vertiv Trading Up 2.0%

Vertiv stock opened at $227.44 on Friday. Vertiv has a one year low of $118.70 and a one year high of $379.93. The company’s fifty day moving average price is $307.36 and its two-hundred day moving average price is $277.10. The company has a debt-to-equity ratio of 0.62, a current ratio of 1.38 and a quick ratio of 1.15. The company has a market capitalization of $87.36 billion, a price-to-earnings ratio of 51.46, a PEG ratio of 0.92 and a beta of 2.03.

Vertiv (NYSE:VRT) last released its quarterly earnings results on Wednesday, July 29th. The company reported $1.52 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.43 by $0.09. The company had revenue of $3.27 billion during the quarter, compared to the consensus estimate of $3.38 billion. Vertiv had a return on equity of 50.47% and a net margin of 15.09%.The firm’s revenue was up 24.1% on a year-over-year basis. During the same quarter in the prior year, the company posted $0.95 EPS. Vertiv has set its Q3 2026 guidance at 1.770-1.830 EPS and its FY 2026 guidance at 6.650-6.750 EPS. On average, analysts forecast that Vertiv will post 6.7 earnings per share for the current fiscal year.

Vertiv Announces Dividend

The business also recently announced a quarterly dividend, which was paid on Thursday, June 25th. Shareholders of record on Monday, June 15th were given a dividend of $0.0625 per share. The ex-dividend date of this dividend was Monday, June 15th. This represents a $0.25 dividend on an annualized basis and a yield of 0.1%. Vertiv’s dividend payout ratio is presently 5.66%.

Analysts Set New Price Targets

VRT has been the topic of several analyst reports. Weiss Ratings reissued a “buy (b-)” rating on shares of Vertiv in a research report on Tuesday, July 21st. Morgan Stanley upped their price objective on shares of Vertiv from $285.00 to $350.00 and gave the stock an “overweight” rating in a report on Thursday, April 23rd. Piper Sandler set a $375.00 target price on shares of Vertiv in a research note on Wednesday. Bank of America lifted their target price on shares of Vertiv from $370.00 to $440.00 and gave the stock a “buy” rating in a report on Friday, May 15th. Finally, Zacks Research lowered shares of Vertiv from a “strong-buy” rating to a “hold” rating in a research report on Monday, June 22nd. Three research analysts have rated the stock with a Strong Buy rating, twenty-one have issued a Buy rating and five have assigned a Hold rating to the stock. According to data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus target price of $339.33.

Trending Headlines about Vertiv

Here are the key news stories impacting Vertiv this week:

• Positive Sentiment: Vertiv reported second-quarter adjusted earnings of $1.52 per share, above the $1.43 consensus estimate and up from $0.95 a year earlier. Revenue rose 24.1% year over year to $3.27 billion, while stronger margins and operating execution helped the company raise its 2026 outlook. Vertiv Q2 Earnings Beat Estimates, Net Sales Rise Year over Year
• Positive Sentiment: Management highlighted accelerating AI infrastructure spending, rising data-center demand and a growing pipeline. Analysts at Oppenheimer also pointed to strengthening demand and broader opportunities as Vertiv expands its infrastructure business. Vertiv’s Robust Demand, Growing Pipeline Bolster Outlook, Oppenheimer Says
• Neutral Sentiment: Despite the positive outlook, second-quarter revenue fell short of analysts’ $3.38 billion expectation. The miss has raised questions about execution and the timing of AI-related infrastructure deployments, even though management defended the strength of underlying demand. VRT Stock Heads for Worst Week in 4 Years After Revenue Miss
• Negative Sentiment: Citigroup lowered its Vertiv price target from $414 to $358, while maintaining a Buy rating. KeyCorp also cut its target from $360 to $325 but retained an Overweight rating. The reductions signal more cautious near-term valuation expectations, although both firms still see substantial potential upside. Vertiv Price Target Cut to $358 by Citigroup

Institutional Investors Weigh In On Vertiv

Hedge funds and other institutional investors have recently modified their holdings of the stock. Sivia Capital Partners LLC bought a new position in shares of Vertiv during the 2nd quarter worth about $567,000. Wealth Watch Advisors INC bought a new stake in shares of Vertiv in the third quarter valued at about $90,000. Strive Financial Group LLC bought a new stake in shares of Vertiv in the fourth quarter valued at about $87,000. Ossiam acquired a new stake in Vertiv during the second quarter worth about $50,000. Finally, Caitong International Asset Management Co. Ltd acquired a new stake in Vertiv during the fourth quarter worth about $47,000. Institutional investors and hedge funds own 89.92% of the company’s stock.

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.