Vertiv (NYSE:VRT) Releases FY 2026 Earnings Guidance

Vertiv (NYSE:VRT) updated its FY 2026 earnings guidance on Wednesday. The company provided earnings per share guidance of 5.970-6.070 for the period, compared to the consensus earnings per share estimate of 5.280. The company issued revenue guidance of $13.3 billion-$13.8 billion, compared to the consensus revenue estimate of $12.4 billion. Vertiv also updated its Q1 2026 guidance to 0.950-1.010 EPS.

Wall Street Analysts Forecast Growth

Several research analysts have recently issued reports on the stock. Evercore upped their target price on shares of Vertiv from $180.00 to $200.00 and gave the company an “outperform” rating in a report on Monday, October 20th. KGI Securities raised Vertiv from a “hold” rating to an “outperform” rating in a report on Thursday, October 23rd. Morgan Stanley lifted their price objective on Vertiv from $165.00 to $200.00 and gave the company an “overweight” rating in a report on Thursday, October 23rd. UBS Group upped their price target on shares of Vertiv from $173.00 to $201.00 and gave the stock a “buy” rating in a research note on Thursday, October 23rd. Finally, JPMorgan Chase & Co. reduced their price objective on Vertiv from $230.00 to $225.00 and set an “overweight” rating for the company in a report on Friday, January 16th. One equities research analyst has rated the stock with a Strong Buy rating, eighteen have given a Buy rating, three have assigned a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average target price of $187.89.

Vertiv Price Performance

VRT opened at $199.50 on Wednesday. Vertiv has a twelve month low of $53.60 and a twelve month high of $208.43. The firm has a market cap of $76.28 billion, a price-to-earnings ratio of 75.28, a PEG ratio of 1.24 and a beta of 2.08. The company has a current ratio of 1.83, a quick ratio of 1.43 and a debt-to-equity ratio of 0.83. The company has a fifty day simple moving average of $175.47 and a 200 day simple moving average of $162.37.

Vertiv (NYSE:VRT) last issued its quarterly earnings results on Wednesday, February 11th. The company reported $1.36 EPS for the quarter, topping the consensus estimate of $1.29 by $0.07. Vertiv had a net margin of 10.67% and a return on equity of 50.82%. The business had revenue of $2.88 billion for the quarter, compared to analysts’ expectations of $2.89 billion. 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 research analysts expect that Vertiv will post 3.59 EPS for the current fiscal year.

Vertiv Increases Dividend

The company also recently announced a quarterly dividend, which was paid on Thursday, December 18th. Shareholders of record on Tuesday, November 25th were given a $0.0625 dividend. This represents a $0.25 dividend on an annualized basis and a yield of 0.1%. This is a positive change from Vertiv’s previous quarterly dividend of $0.04. The ex-dividend date was Tuesday, November 25th. Vertiv’s payout ratio is currently 9.43%.

Insider Activity at Vertiv

In other Vertiv news, EVP Stephen Liang sold 5,501 shares of the company’s stock in a transaction on Monday, November 24th. The stock was sold at an average price of $170.48, for a total value of $937,810.48. Following the transaction, the executive vice president owned 4,050 shares of the company’s stock, valued at approximately $690,444. This represents a 57.60% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. 5.01% of the stock is owned by insiders.

Hedge Funds Weigh In On Vertiv

Institutional investors have recently modified their holdings of the company. Measured Wealth Private Client Group LLC bought a new stake in shares of Vertiv in the third quarter valued at approximately $30,000. Brown Brothers Harriman & Co. increased its holdings in Vertiv by 37.8% during the 3rd quarter. Brown Brothers Harriman & Co. now owns 237 shares of the company’s stock valued at $36,000 after purchasing an additional 65 shares in the last quarter. Johnson Financial Group Inc. bought a new position in shares of Vertiv in the third quarter valued at about $45,000. Ossiam bought a new position in shares of Vertiv in the second quarter worth about $50,000. Finally, Osterweis Capital Management Inc. acquired a new position in Vertiv during the 2nd quarter worth $74,000. Institutional investors 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.