Vertiv (NYSE:VRT) Updates FY 2026 Earnings Guidance

Vertiv (NYSE:VRT) issued an update on its FY 2026 earnings guidance on Wednesday morning. The company provided earnings per share (EPS) guidance of 6.650-6.750 for the period, compared to the consensus estimate of 6.470. The company issued revenue guidance of $14.0 billion-$14.0 billion, compared to the consensus revenue estimate of $13.9 billion. Vertiv also updated its Q3 2026 guidance to 1.770-1.830 EPS.

Wall Street Analysts Forecast Growth

Several equities research analysts recently issued reports on the company. TD Cowen lifted their price objective on Vertiv from $347.00 to $387.00 and gave the stock a “buy” rating in a report on Wednesday, May 20th. Zacks Research cut Vertiv from a “strong-buy” rating to a “hold” rating in a report on Monday, June 22nd. BNP Paribas Exane assumed coverage on Vertiv in a research report on Tuesday, April 14th. They issued an “outperform” rating and a $345.00 target price on the stock. The Goldman Sachs Group boosted their price target on Vertiv from $277.00 to $311.00 and gave the stock a “buy” rating in a research report on Tuesday, April 14th. Finally, Sanford C. Bernstein began coverage on Vertiv in a research report on Tuesday, June 9th. They set an “outperform” rating and a $416.00 price target for the company. Four research analysts have rated the stock with a Strong Buy rating, twenty have given a Buy rating and five have issued a Hold rating to the stock. According to MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and an average target price of $343.48.

Vertiv Stock Down 6.5%

Shares of NYSE VRT opened at $268.83 on Wednesday. The stock has a market cap of $103.26 billion, a PE ratio of 67.55, a P/E/G ratio of 1.24 and a beta of 2.03. The company has a current ratio of 1.49, a quick ratio of 1.15 and a debt-to-equity ratio of 0.69. Vertiv has a 12-month low of $118.70 and a 12-month high of $379.93. The company has a 50-day moving average of $311.12 and a 200 day moving average of $276.21.

Vertiv (NYSE:VRT) last released 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 business had revenue of $3.27 billion for the quarter, compared to analyst estimates of $3.38 billion. Vertiv had a net margin of 14.37% and a return on equity of 49.90%. 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, sell-side analysts predict that Vertiv will post 6.38 EPS for the current fiscal year.

Vertiv Announces Dividend

The business also recently announced a quarterly dividend, which was paid on Thursday, June 25th. Shareholders of record on Monday, June 15th were issued a $0.0625 dividend. This represents a $0.25 annualized dividend and a yield of 0.1%. The ex-dividend date was Monday, June 15th. Vertiv’s dividend payout ratio is presently 6.28%.

Institutional Inflows and Outflows

Institutional investors and hedge funds have recently modified their holdings of the company. Empowered Funds LLC grew its holdings in shares of Vertiv by 25.9% in the first quarter. Empowered Funds LLC now owns 11,557 shares of the company’s stock valued at $834,000 after purchasing an additional 2,377 shares during the period. Sivia Capital Partners LLC purchased a new position in Vertiv during the second quarter worth about $567,000. Cary Street Partners Financial LLC raised its stake in Vertiv by 19.8% during the second quarter. Cary Street Partners Financial LLC now owns 1,390 shares of the company’s stock worth $178,000 after purchasing an additional 230 shares during the period. Bank of Nova Scotia boosted its holdings in Vertiv by 49.7% in the 2nd quarter. Bank of Nova Scotia now owns 29,239 shares of the company’s stock valued at $3,755,000 after purchasing an additional 9,712 shares during the last quarter. Finally, Ossiam acquired a new position in Vertiv in the 2nd quarter valued at about $50,000. Institutional investors and hedge funds 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.