Vertiv (NYSE:VRT) Trading Up 2.2% – Time to Buy?

Vertiv Holdings Co. (NYSE:VRT) rose 2.2% on Wednesday . The stock traded as high as $244.76 and last traded at $239.8040. 5,475,305 shares traded hands during trading, a decline of 16% from the average session volume of 6,547,877 shares. The stock had previously closed at $234.61.

Wall Street Analyst Weigh In

A number of research analysts recently issued reports on VRT shares. Mizuho set a $380.00 price target on shares of Vertiv in a research report on Thursday, May 21st. KeyCorp lowered their price target on Vertiv from $360.00 to $325.00 and set an “overweight” rating for the company in a research report on Thursday, July 30th. Weiss Ratings downgraded shares of Vertiv from a “buy (b-)” rating to a “hold (c+)” rating in a research note on Friday, August 14th. Royal Bank Of Canada cut their target price on Vertiv from $418.00 to $337.00 and set an “outperform” rating on the stock in a research note on Thursday, July 30th. Finally, Wall Street Zen downgraded Vertiv from a “buy” rating to a “hold” rating in a report on Saturday, September 5th. Two analysts have rated the stock with a Strong Buy rating, twenty-two have given a Buy rating and four have issued a Hold rating to the company’s stock. Based on data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $357.83.

Vertiv Price Performance

The firm has a market cap of $92.93 billion, a PE ratio of 54.61, a P/E/G ratio of 0.98 and a beta of 2.07. The firm’s fifty day simple moving average is $272.15 and its two-hundred day simple moving average is $291.52. The company has a quick ratio of 1.03, a current ratio of 1.38 and a debt-to-equity ratio of 0.62.

Vertiv (NYSE:VRT) last released its earnings results on Wednesday, July 29th. The company reported $1.52 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.43 by $0.09. Vertiv had a return on equity of 50.47% and a net margin of 15.09%.The firm had revenue of $3.27 billion during the quarter, compared to analysts’ expectations of $3.38 billion. During the same quarter last year, the business posted $0.95 earnings per share. The firm’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. As a group, research analysts expect that Vertiv Holdings Co. will post 6.72 EPS for the current year.

Vertiv Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, September 24th. Shareholders of record on Monday, September 14th will be 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 is Monday, September 14th. Vertiv’s dividend payout ratio is 5.66%.

Insider Buying and Selling at Vertiv

In other news, Director Edward Monser sold 15,287 shares of Vertiv stock in a transaction dated Tuesday, September 1st. The stock was sold at an average price of $253.82, for a total value of $3,880,146.34. Following the sale, the director directly owned 16,500 shares of the company’s stock, valued at approximately $4,188,030. The trade was a 48.09% decrease in their ownership of the stock. The sale 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. 1.10% of the stock is currently owned by insiders.

Institutional Trading of Vertiv

A number of large investors have recently made changes to their positions in the stock. Norges Bank acquired a new stake in Vertiv during the 4th quarter worth about $808,701,000. Jupiter Topco LLC acquired a new stake in shares of Vertiv during the second quarter worth about $441,083,000. Alkeon Capital Management LLC boosted its position in Vertiv by 178.2% in the fourth quarter. Alkeon Capital Management LLC now owns 2,003,110 shares of the company’s stock valued at $324,524,000 after buying an additional 1,283,110 shares during the last quarter. Bank of New York Mellon Corp increased its holdings in Vertiv by 33.7% in the 1st quarter. Bank of New York Mellon Corp now owns 2,410,642 shares of the company’s stock worth $604,059,000 after buying an additional 608,176 shares during the period. Finally, Arrowstreet Capital Limited Partnership lifted its stake in Vertiv by 24.2% during the 4th quarter. Arrowstreet Capital Limited Partnership now owns 2,657,948 shares of the company’s stock valued at $430,614,000 after acquiring an additional 517,980 shares during the period. 89.92% of the stock is owned by hedge funds and other institutional investors.

About Vertiv

Vertiv Holdings Co (NYSE: VRT) designs, manufactures and services critical digital infrastructure that helps data centers, communications networks and other facilities operate reliably and efficiently. Its solutions support the availability, performance and growth of information technology systems.

The company’s products and services include power management and distribution equipment, uninterruptible power supplies, thermal management and cooling systems, racks and integrated infrastructure, monitoring and management software, and lifecycle services.