Vertiv Holdings Co. (NYSE:VRT) Stock Has Consensus Target Price of $335.67 According to Brokerages

Vertiv Holdings Co. (NYSE:VRT) has been assigned a consensus recommendation of “Moderate Buy” from the thirty brokerages that are covering the stock, Marketbeat Ratings reports. One equities research analyst has rated the stock with a sell rating, five have given a hold rating, twenty-two have given a buy rating and two have given a strong buy rating to the company. The average twelve-month price objective among brokerages that have issued ratings on the stock in the last year is $335.67.

Several analysts have commented on the stock. HSBC decreased their price target on shares of Vertiv from $376.00 to $365.00 and set a “buy” rating on the stock in a research note on Friday, July 31st. Deutsche Bank Aktiengesellschaft cut their price objective on Vertiv from $331.00 to $323.00 and set a “buy” rating for the company in a research report on Wednesday, September 30th. Mizuho reduced their target price on Vertiv from $300.00 to $280.00 and set an “outperform” rating on the stock in a report on Thursday, October 15th. UBS Group reissued a “buy” rating and set a $370.00 price target on shares of Vertiv in a research note on Thursday, July 30th. Finally, Zacks Research lowered Vertiv from a “strong-buy” rating to a “hold” rating in a research note on Monday, August 31st.

Key Headlines Impacting Vertiv

Here are the key news stories impacting Vertiv this week:

• Positive Sentiment: Vertiv and NVIDIA introduced the DSX POD AI-factory reference design, targeting deployment in as little as 14 days versus roughly six months for traditional builds. Vertiv also said the NVIDIA DSX platform could deliver up to 30% greater cumulative AI-token output during the first year, supporting the company’s growth opportunity in data-center power and cooling. What Is Vertiv Holdings Co Really Changing With 14 Day AI Factory Builds?
• Positive Sentiment: A collaboration with Dassault Systèmes will allow AI-factory infrastructure to be designed, simulated and validated before construction, potentially reducing deployment complexity and accelerating customer capacity additions. Dassault Systèmes and Vertiv Team to Accelerate AI Factory Design and Deployment
• Positive Sentiment: Analysts continue to view Vertiv favorably, with the stock receiving a “Moderate Buy” consensus rating. Its strong interest-coverage ratio may also help mitigate concerns about higher borrowing costs. Vertiv Stock Rated Moderate Buy by Wall Street Analysts
• Neutral Sentiment: Vertiv will participate in a fireside chat at the Baird 2026 Global Industrial Conference on November 10. The event could provide updates on demand and guidance, but the announcement itself contains no new financial information. Vertiv to Participate in Upcoming Investor Conference
• Neutral Sentiment: Elevated investor searches indicate heightened attention to VRT, but search activity is not a fundamental catalyst by itself. Investors Heavily Search Vertiv
• Negative Sentiment: Investors are questioning whether planned AI infrastructure spending can be financed, pressuring Vertiv and other power-equipment suppliers. Unusually heavy put-option buying added to the bearish signal, with put volume about 29% above typical levels.

Vertiv Trading Up 0.0%

Vertiv stock opened at $194.40 on Friday. The stock has a market cap of $74.84 billion, a P/E ratio of 43.98, a PEG ratio of 0.72 and a beta of 2.05. The company has a debt-to-equity ratio of 0.62, a current ratio of 1.38 and a quick ratio of 1.03. Vertiv has a 1 year low of $147.82 and a 1 year high of $379.93. The firm’s 50 day moving average price is $247.47 and its 200-day moving average price is $287.16.

Vertiv (NYSE:VRT) last issued its earnings results on Wednesday, July 29th. The company reported $1.52 earnings per share for the quarter, topping analysts’ consensus estimates of $1.43 by $0.09. The firm had revenue of $3.27 billion during the quarter, compared to analyst estimates of $3.38 billion. Vertiv had a net margin of 15.09% and a return on equity of 50.47%. Vertiv’s revenue for the quarter was up 24.1% on a year-over-year basis. During the same quarter in the prior year, the business earned $0.95 earnings per share. 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, equities analysts predict that Vertiv will post 6.71 earnings per share for the current fiscal year.

Vertiv Dividend Announcement

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

Insider Activity at Vertiv

In related news, Director Edward Monser sold 15,287 shares of the firm’s stock in a transaction on 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 completion of the transaction, the director directly owned 16,500 shares of the company’s stock, valued at approximately $4,188,030. This trade represents a 48.09% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Corporate insiders own 1.10% of the company’s stock.

Institutional Inflows and Outflows

Several institutional investors and hedge funds have recently added to or reduced their stakes in the stock. Perpetual Ltd boosted its position in shares of Vertiv by 6,110.5% during the third quarter. Perpetual Ltd now owns 114,397 shares of the company’s stock valued at $27,605,000 after buying an additional 112,555 shares during the period. NFSG Corp grew its stake in Vertiv by 325.4% in the 3rd quarter. NFSG Corp now owns 8,984 shares of the company’s stock worth $2,168,000 after acquiring an additional 6,872 shares in the last quarter. Ritholtz Wealth Management increased its position in shares of Vertiv by 137.5% during the first quarter. Ritholtz Wealth Management now owns 7,238 shares of the company’s stock worth $1,814,000 after acquiring an additional 4,190 shares during the period. Healthcare of Ontario Pension Plan Trust Fund increased its position in shares of Vertiv by 536.3% during the first quarter. Healthcare of Ontario Pension Plan Trust Fund now owns 76,358 shares of the company’s stock worth $19,134,000 after acquiring an additional 64,358 shares during the period. Finally, N10 Wealth LLC increased its position in shares of Vertiv by 34.2% during the third quarter. N10 Wealth LLC now owns 80,798 shares of the company’s stock worth $19,497,000 after acquiring an additional 20,604 shares during the period. Hedge funds and other institutional investors own 89.92% of the company’s stock.

Vertiv Company Profile

Vertiv Holdings Co (NYSE: VRT) designs, manufactures and services critical digital infrastructure that supports data centers, communication networks and other facilities requiring reliable power and environmental control. Its solutions are used by cloud and colocation providers, telecommunications companies, enterprises, industrial organizations and edge-computing operators.

The company’s offerings include uninterruptible power supplies, power distribution and management systems, thermal-management and cooling equipment, integrated racks and enclosures, modular infrastructure, and monitoring and control software.