Vertiv (NYSE:VRT) Issues Q2 2026 Earnings Guidance

Vertiv (NYSE:VRT) issued an update on its second quarter 2026 earnings guidance on Wednesday morning. The company provided EPS guidance of 1.370-1.430 for the period, compared to the consensus EPS estimate of 1.440. The company issued revenue guidance of $3.3 billion-$3.5 billion, compared to the consensus revenue estimate of $3.4 billion. Vertiv also updated its FY 2026 guidance to 6.300-6.400 EPS.

Vertiv Price Performance

Shares of Vertiv stock opened at $321.60 on Friday. The stock has a 50 day moving average of $266.67 and a 200 day moving average of $208.41. Vertiv has a 12 month low of $80.00 and a 12 month high of $325.25. The firm has a market cap of $123.04 billion, a PE ratio of 80.80, a PEG ratio of 1.49 and a beta of 2.04. The company has a current ratio of 1.55, a quick ratio of 1.22 and a debt-to-equity ratio of 0.73.

Vertiv (NYSE:VRT) last announced its quarterly earnings results on Wednesday, April 22nd. The company reported $1.17 EPS for the quarter, beating analysts’ consensus estimates of $1.00 by $0.17. The company had revenue of $2.65 billion during the quarter, compared to analyst estimates of $2.63 billion. Vertiv had a return on equity of 52.45% and a net margin of 14.37%.The firm’s revenue was up 30.1% on a year-over-year basis. During the same period in the prior year, the company earned $0.64 earnings per share. Vertiv has set its Q2 2026 guidance at 1.370-1.430 EPS and its FY 2026 guidance at 6.300-6.400 EPS. On average, research analysts expect that Vertiv will post 6.35 EPS for the current fiscal year.

Vertiv Dividend Announcement

The business also recently disclosed a quarterly dividend, which was paid on Thursday, March 26th. Stockholders of record on Tuesday, March 17th were paid a $0.0625 dividend. This represents a $0.25 annualized dividend and a dividend yield of 0.1%. The ex-dividend date of this dividend was Tuesday, March 17th. Vertiv’s dividend payout ratio (DPR) is presently 7.33%.

Wall Street Analyst Weigh In

VRT has been the subject of several analyst reports. BNP Paribas Exane initiated coverage on Vertiv in a research note on Tuesday, April 14th. They issued an “outperform” rating and a $345.00 price objective for the company. The Goldman Sachs Group raised their price objective on Vertiv from $277.00 to $311.00 and gave the company a “buy” rating in a research note on Tuesday, April 14th. Deutsche Bank Aktiengesellschaft reaffirmed a “buy” rating and issued a $281.00 price objective on shares of Vertiv in a research note on Thursday, February 12th. Royal Bank Of Canada raised their price objective on Vertiv from $344.00 to $356.00 and gave the company an “outperform” rating in a research note on Thursday. Finally, Roth Mkm reaffirmed a “buy” rating and issued a $335.00 price objective on shares of Vertiv in a research note on Thursday, April 16th. Twenty-one research analysts have rated the stock with a Buy rating, four have assigned a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus price target of $272.43.

Insider Activity at Vertiv

In other news, Director Steven Reinemund sold 65,000 shares of Vertiv stock in a transaction on Thursday, February 26th. The stock was sold at an average price of $253.95, for a total value of $16,506,750.00. Following the transaction, the director directly owned 68,333 shares in the company, valued at approximately $17,353,165.35. This trade represents a 48.75% decrease in their position. The sale was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. Also, Chairman David M. Cote sold 40,000 shares of Vertiv stock in a transaction 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 owned 22,258 shares in the company, valued at $5,682,244.82. This represents a 64.25% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 489,761 shares of company stock worth $123,356,815 over the last three months. Corporate insiders own 2.63% of the company’s stock.

More Vertiv News

Here are the key news stories impacting Vertiv this week:

• Positive Sentiment: Q1 beat and guidance raise — Vertiv reported Q1 adjusted EPS of $1.17 (well above consensus) and revenue of $2.65B, with improving margins and strong cash flow; management raised FY‑2026 EPS and set a solid FY revenue range, supporting the bullish move. Vertiv Raises Outlook After Strong Q1 as Margins Improve, UBS Says
• Positive Sentiment: Strong underlying metrics — operating profit, adjusted operating margin and free‑cash‑flow all improved materially year‑over‑year, driven by data‑center power demand and higher pricing power. Vertiv Reports Strong First Quarter with Diluted EPS Growth of 136%
• Positive Sentiment: Analyst upgrade — Morgan Stanley bumped its price target to $350 and kept an overweight stance, reinforcing buy-side momentum after the quarter. Benzinga
• Neutral Sentiment: Wall‑street commentary and coverage — several outlets and broker notes (RBC, Zacks, Seeking Alpha analyses) highlight Vertiv’s long‑term AI/data‑center growth opportunity while also flagging elevated valuation after a large run-up. Vertiv Q1 Earnings Beat Estimates, Net Sales Rise Y/Y, Shares Rise
• Negative Sentiment: Near‑term revenue guide slightly soft — Q2 revenue midpoint was issued a bit below some analyst estimates, which could temper upside in the next quarter if regional headwinds persist. VRT Q1 Deep Dive: Data Center Demand Drives Growth, Guidance Faces Near-Term Challenges
• Negative Sentiment: Market concerns about regional softness and valuation — reports note EMEA weakness and commentary about “peak growth/peak valuation” after the stock’s rapid gains; some traders increased put buying into the print. Vertiv: Mounting Worries Of Peak Growth And Peak Valuation

Institutional Inflows and Outflows

Institutional investors and hedge funds have recently made changes to their positions in the stock. Vermillion & White Wealth Management Group LLC increased its holdings in shares of Vertiv by 58.3% in the 4th quarter. Vermillion & White Wealth Management Group LLC now owns 152 shares of the company’s stock valued at $25,000 after acquiring an additional 56 shares during the period. Meeder Asset Management Inc. increased its holdings in shares of Vertiv by 211.3% in the 4th quarter. Meeder Asset Management Inc. now owns 165 shares of the company’s stock valued at $27,000 after acquiring an additional 112 shares during the period. Rossby Financial LCC acquired a new stake in shares of Vertiv in the 4th quarter worth $27,000. Silicon Valley Capital Partners acquired a new stake in shares of Vertiv in the 4th quarter worth $32,000. Finally, Measured Wealth Private Client Group LLC acquired a new stake in shares of Vertiv in the 3rd quarter worth $30,000. 89.92% of the stock is currently owned by hedge funds and other institutional investors.

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.