Vertiv Holdings Co. (NYSE:VRT) Stock Has Average Target Price of $357.08

Shares of Vertiv Holdings Co. (NYSE:VRT) have been assigned an average recommendation of “Moderate Buy” from the twenty-nine research firms that are currently covering the stock, MarketBeat reports. Four investment analysts have rated the stock with a hold recommendation, twenty-three have given a buy recommendation and two have given a strong buy recommendation to the company. The average twelve-month price objective among brokers that have updated their coverage on the stock in the last year is $357.08.

VRT has been the subject of a number of analyst reports. Sanford C. Bernstein restated an “outperform” rating on shares of Vertiv in a report on Monday. Zacks Research downgraded shares of Vertiv from a “strong-buy” rating to a “hold” rating in a research report on Monday, August 31st. Wall Street Zen raised shares of Vertiv from a “hold” rating to a “buy” rating in a research note on Saturday, September 19th. Glj Research upgraded shares of Vertiv from a “hold” rating to a “buy” rating and set a $381.00 price objective on the stock in a research note on Friday, August 7th. Finally, Wells Fargo & Company started coverage on shares of Vertiv in a report on Thursday, September 24th. They issued an “overweight” rating and a $340.00 target price on the stock.

Key Stories Impacting Vertiv

Here are the key news stories impacting Vertiv this week:

• Positive Sentiment: Analysts remain bullish: Vertical Research initiated coverage with a Buy rating, while other Wall Street commentary continues to support Vertiv’s growth outlook. Vertiv Holdings Gets a Buy from Vertical Research
• Positive Sentiment: AI infrastructure demand remains the key catalyst: Articles point to rising demand for Vertiv’s data-center power and thermal-management systems, along with strategic acquisitions and margin expansion. The company’s strong earnings-surprise history could also support expectations for another quarterly beat. Vertiv Soars 49 Percent Year to Date
• Positive Sentiment: Recent operating performance provides support: Vertiv’s latest reported quarter included adjusted EPS of $1.52, above the $1.43 consensus estimate, while revenue increased 24.1% year over year. Management’s 2026 earnings guidance also reflects continued growth expectations.
• Neutral Sentiment: Investors are debating whether the pullback is an opportunity: Vertiv has fallen about 15% from its September 8 high, prompting a reassessment of whether the decline represents an attractive entry point or a warning about the business. Is Vertiv Stock’s Fall a Bargain or a Warning?
• Negative Sentiment: Valuation remains demanding: Vertiv trades at roughly 50 times trailing adjusted earnings, leaving the stock dependent on substantial future profit growth. Any slowdown in AI-related orders or margin gains could pressure the shares. What Are Vertiv Investors Betting On?
• Negative Sentiment: Execution and legal overhangs are risks: Disappointing second-quarter results and unexpected execution challenges triggered the recent selloff. Hagens Berman is investigating potential securities-law violations and soliciting investors who suffered losses, adding reputational and litigation uncertainty. Hagens Berman Vertiv Investor Investigation

Insider Activity at Vertiv

In related news, Director Edward Monser sold 15,287 shares of the company’s stock in a transaction dated Tuesday, September 1st. The shares were sold at an average price of $253.82, for a total value of $3,880,146.34. Following the transaction, the director owned 16,500 shares in the company, valued at approximately $4,188,030. This represents a 48.09% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders own 1.10% of the company’s stock.

Institutional Investors Weigh In On Vertiv

A number of institutional investors have recently modified their holdings of VRT. Sankala Group LLC acquired a new position in shares of Vertiv during the 4th quarter worth approximately $27,000. MidFirst Bank acquired a new stake in Vertiv in the fourth quarter valued at about $31,000. Sachetta LLC raised its stake in Vertiv by 41.4% during the first quarter. Sachetta LLC now owns 123 shares of the company’s stock worth $31,000 after acquiring an additional 36 shares in the last quarter. Cornerstone Planning Group LLC increased its holdings in shares of Vertiv by 60.5% during the first quarter. Cornerstone Planning Group LLC now owns 130 shares of the company’s stock worth $33,000 after buying an additional 49 shares in the last quarter. Finally, Burkett Financial Services LLC acquired a new position in Vertiv in the 3rd quarter worth about $35,000. Institutional investors own 89.92% of the company’s stock.

Vertiv Price Performance

Shares of VRT stock opened at $252.38 on Monday. Vertiv has a 52-week low of $147.82 and a 52-week high of $379.93. The stock has a market cap of $97.16 billion, a PE ratio of 57.10, a PEG ratio of 0.92 and a beta of 2.05. The company has a debt-to-equity ratio of 0.62, a quick ratio of 1.03 and a current ratio of 1.38. The firm’s 50 day moving average price is $260.68 and its two-hundred day moving average price is $290.63.

Vertiv (NYSE:VRT) last issued its earnings results on Wednesday, July 29th. The company reported $1.52 EPS for the quarter, beating the consensus estimate of $1.43 by $0.09. The company had revenue of $3.27 billion during the quarter, compared to analysts’ expectations of $3.38 billion. Vertiv had a net margin of 15.09% and a return on equity of 50.47%. The business’s revenue for the quarter was up 24.1% compared to the same quarter last year. During the same quarter in the previous 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. As a group, analysts forecast that Vertiv will post 6.73 EPS for the current year.

Vertiv Dividend Announcement

The firm also recently declared a quarterly dividend, which was paid on Thursday, September 24th. Shareholders of record on Monday, September 14th were issued a dividend of $0.0625 per share. The ex-dividend date of this dividend was Monday, September 14th. This represents a $0.25 annualized dividend and a yield of 0.1%. Vertiv’s dividend payout ratio (DPR) is currently 5.66%.

Vertiv Company Profile

Vertiv Holdings Co provides digital infrastructure and continuity solutions for data centers, communication networks, and other technology-intensive facilities. The company helps customers design, build, operate, and maintain infrastructure that supports the availability, performance, and efficiency of critical digital systems.

Its product portfolio includes power management and distribution equipment, uninterruptible power supplies, switchgear, busways, racks, integrated modular systems, and data center infrastructure.