Vertiv (NYSE:VRT) Updates Q3 2026 Earnings Guidance

Vertiv (NYSE:VRT) issued an update on its third quarter 2026 earnings guidance on Wednesday morning. The company provided earnings per share (EPS) guidance of 1.770-1.830 for the period, compared to the consensus earnings per share estimate of 1.790. The company issued revenue guidance of $3.7 billion-$3.9 billion, compared to the consensus revenue estimate of $3.7 billion. Vertiv also updated its FY 2026 guidance to 6.650-6.750 EPS.

Wall Street Analyst Weigh In

Several research firms have recently commented on VRT. Barclays lifted their price target on shares of Vertiv from $345.00 to $412.00 and gave the company an “overweight” rating in a report on Friday, May 15th. Mizuho set a $380.00 target price on shares of Vertiv in a report on Thursday, May 21st. Sanford C. Bernstein assumed coverage on Vertiv in a research note on Tuesday, June 9th. They issued an “outperform” rating and a $416.00 target price for the company. TD Cowen increased their price target on Vertiv from $347.00 to $387.00 and gave the stock a “buy” rating in a research report on Wednesday, May 20th. Finally, Oppenheimer reissued an “outperform” rating and issued a $325.00 price target on shares of Vertiv in a report on Thursday. Three analysts have rated the stock with a Strong Buy rating, twenty-one have issued a Buy rating and five have given a Hold rating to the stock. Based on data from MarketBeat, the company presently has an average rating of “Moderate Buy” and an average target price of $339.33.

Vertiv Trading Up 2.0%

Shares of NYSE:VRT opened at $227.44 on Friday. The company has a market cap of $87.36 billion, a PE ratio of 51.46, a P/E/G ratio of 0.92 and a beta of 2.03. The company’s 50-day moving average price is $307.36 and its 200 day moving average price is $277.10. Vertiv has a fifty-two week low of $118.70 and a fifty-two week high of $379.93. The company has a quick ratio of 1.15, a current ratio of 1.38 and a debt-to-equity ratio of 0.62.

Vertiv (NYSE:VRT) last posted its earnings results on Wednesday, July 29th. The company reported $1.52 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.43 by $0.09. Vertiv had a net margin of 15.09% and a return on equity of 50.47%. The firm had revenue of $3.27 billion during the quarter, compared to analyst estimates of $3.38 billion. During the same period in the previous year, the business posted $0.95 EPS. Vertiv’s revenue was up 24.1% on a year-over-year basis. Vertiv has set its Q3 2026 guidance at 1.770-1.830 EPS and its FY 2026 guidance at 6.650-6.750 EPS. Sell-side analysts anticipate that Vertiv will post 6.7 earnings per share for the current year.

Vertiv Announces Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Thursday, June 25th. Investors of record on Monday, June 15th were issued a $0.0625 dividend. This represents a $0.25 dividend on an annualized basis and a yield of 0.1%. The ex-dividend date of this dividend was Monday, June 15th. Vertiv’s dividend payout ratio is 5.66%.

Key Headlines Impacting Vertiv

Here are the key news stories impacting Vertiv this week:

• Positive Sentiment: Vertiv reported second-quarter adjusted earnings of $1.52 per share, above the $1.43 consensus estimate and up from $0.95 a year earlier. Revenue rose 24.1% year over year to $3.27 billion, while stronger margins and operating execution helped the company raise its 2026 outlook. Vertiv Q2 Earnings Beat Estimates, Net Sales Rise Year over Year
• Positive Sentiment: Management highlighted accelerating AI infrastructure spending, rising data-center demand and a growing pipeline. Analysts at Oppenheimer also pointed to strengthening demand and broader opportunities as Vertiv expands its infrastructure business. Vertiv’s Robust Demand, Growing Pipeline Bolster Outlook, Oppenheimer Says
• Neutral Sentiment: Despite the positive outlook, second-quarter revenue fell short of analysts’ $3.38 billion expectation. The miss has raised questions about execution and the timing of AI-related infrastructure deployments, even though management defended the strength of underlying demand. VRT Stock Heads for Worst Week in 4 Years After Revenue Miss
• Negative Sentiment: Citigroup lowered its Vertiv price target from $414 to $358, while maintaining a Buy rating. KeyCorp also cut its target from $360 to $325 but retained an Overweight rating. The reductions signal more cautious near-term valuation expectations, although both firms still see substantial potential upside. Vertiv Price Target Cut to $358 by Citigroup

Institutional Trading of Vertiv

Several hedge funds have recently added to or reduced their stakes in the business. Vermillion & White Wealth Management Group LLC increased its holdings in shares of Vertiv by 58.3% during the fourth quarter. Vermillion & White Wealth Management Group LLC now owns 152 shares of the company’s stock valued at $25,000 after purchasing an additional 56 shares during the period. Meeder Asset Management Inc. raised its stake in shares of Vertiv by 211.3% during the fourth quarter. Meeder Asset Management Inc. now owns 165 shares of the company’s stock valued at $27,000 after purchasing an additional 112 shares in the last quarter. Rossby Financial LCC acquired a new stake in Vertiv in the fourth quarter worth about $27,000. Silicon Valley Capital Partners acquired a new stake in Vertiv in the fourth quarter worth about $32,000. Finally, Measured Wealth Private Client Group LLC bought a new position in Vertiv in the 3rd quarter valued at about $30,000. 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.