Vertiv (NYSE:VRT) Upgraded by Zacks Research to “Strong-Buy” Rating

Zacks Research upgraded shares of Vertiv (NYSE:VRT) from a hold rating to a strong-buy rating in a research report released on Thursday,Zacks.com reports.

A number of other research firms also recently weighed in on VRT. Deutsche Bank Aktiengesellschaft reissued a “buy” rating and set a $281.00 target price on shares of Vertiv in a research report on Thursday, February 12th. Roth Mkm reissued a “buy” rating and set a $355.00 target price on shares of Vertiv in a research report on Thursday. Mizuho set a $380.00 target price on shares of Vertiv in a research report on Thursday. TD Cowen increased their target price on shares of Vertiv from $347.00 to $387.00 and gave the company a “buy” rating in a research report on Wednesday. Finally, BNP Paribas Exane began coverage on shares of Vertiv in a research report on Tuesday, April 14th. They set an “outperform” rating and a $345.00 target price for the company. One research analyst has rated the stock with a Strong Buy rating, twenty-two have assigned a Buy rating, three have assigned a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $322.32.

Vertiv Trading Up 1.4%

Shares of VRT stock opened at $327.78 on Thursday. Vertiv has a 52-week low of $101.00 and a 52-week high of $379.93. The company has a debt-to-equity ratio of 0.69, a quick ratio of 1.15 and a current ratio of 1.49. The company has a 50-day simple moving average of $300.35 and a two-hundred day simple moving average of $229.96. The company has a market capitalization of $125.90 billion, a price-to-earnings ratio of 82.36, a PEG ratio of 1.39 and a beta of 2.09.

Vertiv (NYSE:VRT) last issued its quarterly earnings data on Wednesday, April 22nd. The company reported $1.17 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.00 by $0.17. Vertiv had a net margin of 14.37% and a return on equity of 49.90%. The business had revenue of $2.65 billion during the quarter, compared to the consensus estimate of $2.63 billion. During the same period in the prior year, the firm posted $0.64 EPS. The firm’s quarterly revenue was up 30.1% compared to the same quarter last year. Vertiv has set its Q2 2026 guidance at 1.370-1.430 EPS and its FY 2026 guidance at 6.300-6.400 EPS. Research analysts anticipate that Vertiv will post 6.42 EPS for the current fiscal year.

Vertiv Announces Dividend

The business also recently announced a quarterly dividend, which was paid on Thursday, March 26th. Stockholders of record on Tuesday, March 17th were given a dividend of $0.0625 per share. This represents a $0.25 dividend on an annualized basis and a dividend yield of 0.1%. The ex-dividend date of this dividend was Tuesday, March 17th. Vertiv’s dividend payout ratio is currently 6.28%.

Insider Buying and Selling

In related news, Chairman David M. Cote sold 40,000 shares of the firm’s stock in a transaction that occurred on Thursday, February 26th. The shares were sold at an average price of $255.29, for a total value 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 approximately $5,682,244.82. This trade represents a 64.25% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, Director Jan Van Dokkum sold 38,647 shares of the firm’s stock in a transaction that occurred on Thursday, February 26th. The stock was sold at an average price of $254.87, for a total transaction of $9,849,960.89. Following the completion of the transaction, the director directly owned 25,000 shares of the company’s stock, valued at approximately $6,371,750. This trade represents a 60.72% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 489,761 shares of company stock worth $123,356,815 in the last 90 days. 1.10% of the stock is currently owned by company insiders.

Institutional Inflows and Outflows

Several institutional investors and hedge funds have recently bought and sold shares of the business. Vanguard Group Inc. boosted its holdings in Vertiv by 2.2% in 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 boosted its holdings in 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 buying an additional 235,577 shares during the period. Geode Capital Management LLC boosted its holdings in 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 buying an additional 143,821 shares during the period. Invesco Ltd. boosted its holdings in 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 buying an additional 121,618 shares during the period. Finally, Norges Bank bought a new position in Vertiv in the 4th quarter worth approximately $808,701,000. 89.92% of the stock is owned by institutional investors.

Trending Headlines about Vertiv

Here are the key news stories impacting Vertiv this week:

• Positive Sentiment: Vertiv is being highlighted as a key AI infrastructure winner because its cooling equipment helps solve the heat problem in dense GPU data centers, supporting long-term demand. Is This AI Data Center Stock a Buy While the Market Panics About Oversupply?
• Positive Sentiment: Vertiv was included in a momentum-stock screen, suggesting it continues to show strong trend strength and earnings-growth characteristics that traders favor. Micron & 2 Other Momentum Stocks to Buy Now for Big Upside
• Neutral Sentiment: Articles focused on whether VRT can keep moving higher after earnings, but they did not point to a fresh catalyst; they mainly framed the stock as a momentum name being reassessed by investors. Vertiv (VRT) Up 0.5% Since Last Earnings Report: Can It Continue?
• Negative Sentiment: Some commentary raised valuation concerns, noting Vertiv’s strong run has pushed the stock to an elevated earnings multiple, which could limit upside if growth expectations cool. Jim Cramer on Vertiv: “At 53 Times Earnings, I Gotta Say No Thanks”

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.