Vertiv (NYSE:VRT) Rating Increased to Strong-Buy at BNP Paribas Exane

BNP Paribas Exane upgraded shares of Vertiv (NYSE:VRT) to a strong-buy rating in a research report released on Tuesday morning,Zacks.com reports.

Several other research firms also recently weighed in on VRT. Deutsche Bank Aktiengesellschaft reissued a “buy” rating and set a $281.00 price objective on shares of Vertiv in a report on Thursday, February 12th. Weiss Ratings raised Vertiv from a “hold (c+)” rating to a “buy (b-)” rating in a report on Friday, February 13th. Oppenheimer reissued an “outperform” rating and set a $270.00 price objective on shares of Vertiv in a report on Thursday, February 12th. Barclays raised their price objective on Vertiv from $281.00 to $300.00 and gave the company an “overweight” rating in a report on Wednesday, April 1st. Finally, TD Cowen reissued a “buy” rating on shares of Vertiv in a report on Thursday, February 12th. One analyst has rated the stock with a Strong Buy rating, twenty have given a Buy rating, four have assigned a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat, Vertiv presently has an average rating of “Moderate Buy” and an average price target of $246.76.

Vertiv Trading Up 3.5%

Shares of VRT stock opened at $310.48 on Tuesday. The stock’s fifty day moving average price is $252.42 and its two-hundred day moving average price is $201.64. The company has a market cap of $118.79 billion, a PE ratio of 91.05, a P/E/G ratio of 1.51 and a beta of 2.04. Vertiv has a fifty-two week low of $65.93 and a fifty-two week high of $312.46. 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) last issued its 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 firm had revenue of $2.88 billion for the quarter, compared to the consensus estimate of $2.89 billion. Vertiv had a return on equity of 49.55% and a net margin of 13.03%.The company’s revenue was up 22.7% compared to the same quarter last year. During the same quarter last year, the business posted $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 analysts predict that Vertiv will post 3.59 EPS for the current fiscal year.

Vertiv Dividend Announcement

The business also recently announced a quarterly dividend, which was paid on Thursday, March 26th. Shareholders of record on Tuesday, March 17th were issued a dividend of $0.0625 per share. The ex-dividend date of this dividend was Tuesday, March 17th. This represents a $0.25 annualized dividend and a yield of 0.1%. Vertiv’s payout ratio is presently 7.33%.

Insider Activity

In other Vertiv news, Director Roger Fradin sold 101,667 shares of Vertiv stock in a transaction dated 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. The trade was a 71.76% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. Also, Director Steven Reinemund sold 65,000 shares of Vertiv stock in a transaction dated Thursday, February 26th. The stock was 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 $17,353,165.35. The trade was a 48.75% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last three months, insiders sold 489,761 shares of company stock worth $123,356,815. 5.01% of the stock is owned by corporate insiders.

Institutional Inflows and Outflows

Several hedge funds and other institutional investors have recently bought and sold shares of the stock. Vanguard Group Inc. lifted its holdings in Vertiv by 2.2% during the 3rd quarter. Vanguard Group Inc. now owns 38,833,036 shares of the company’s stock worth $5,858,352,000 after buying an additional 826,281 shares during the period. State Street Corp raised its position in shares of Vertiv by 2.8% in the 4th quarter. State Street Corp now owns 8,694,900 shares of the company’s stock worth $1,408,661,000 after acquiring an additional 235,577 shares in the last quarter. Geode Capital Management LLC raised its position in shares of Vertiv by 2.1% in the 4th quarter. Geode Capital Management LLC now owns 7,065,912 shares of the company’s stock worth $1,141,723,000 after acquiring an additional 143,821 shares in the last quarter. Invesco Ltd. raised its position in shares of Vertiv by 2.1% in the 4th quarter. Invesco Ltd. now owns 5,974,205 shares of the company’s stock worth $967,881,000 after acquiring an additional 121,618 shares in the last quarter. Finally, Norges Bank bought a new position in shares of Vertiv in the 4th quarter worth about $808,701,000. 89.92% of the stock is owned by institutional investors and hedge funds.

More Vertiv News

Here are the key news stories impacting Vertiv this week:

• Positive Sentiment: Citi raised its price target and reiterated a bullish view, calling Vertiv an AI-driven infrastructure play — a driver behind renewed buying interest. Article Title
• Positive Sentiment: BNP Paribas initiated coverage with an “outperform” recommendation, adding another institutional endorsement that supports momentum. Article Title
• Positive Sentiment: Vertiv completed the acquisition of BMarko Structures to expand manufactured/converged infrastructure capacity — strengthens supply and speed-to-market for data-center builds (important for AI deployments). Article Title
• Positive Sentiment: Vertiv is listed among companies partnering with Nvidia in 2026, underscoring its role in the AI infrastructure ecosystem and supporting upside expectations from AI-driven demand. Article Title
• Positive Sentiment: Vertiv announced a collaboration with CPower to make behind?the?meter BESS grid?interactive — this can improve interconnection timelines and economics for customers, expanding commercial opportunities. Article Title
• Positive Sentiment: Analyst coverage and bullish writeups highlight Vertiv’s large backlog (~$15B) and leadership in liquid cooling — a thematic bullish case for AI infrastructure demand being underappreciated by the market. Article Title
• Neutral Sentiment: Vertiv is expected to announce quarterly earnings on Wednesday — results and guidance will be a near-term catalyst that could reinforce or reverse the current sentiment. Article Title
• Neutral Sentiment: Industry/peer reviews (Q4 comparisons) are circulating and keep Vertiv in focus versus electrical-systems peers — useful context but not an immediate directional driver. Article Title
• Negative Sentiment: Goldman Sachs raised its price target to $311 but that target implies only marginal upside from the current level, which could cap near-term gains if other analysts don’t push targets higher. Article Title

Vertiv Company Profile

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.