Vertiv (NYSE:VRT) Issues Q3 2026 Earnings Guidance

Vertiv (NYSE:VRT) issued an update on its third quarter 2026 earnings guidance on Wednesday morning. The company provided 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.

Vertiv Stock Down 16.6%

NYSE VRT traded down $44.64 on Wednesday, hitting $224.92. 11,255,494 shares of the stock traded hands, compared to its average volume of 6,716,720. The stock has a 50-day moving average of $311.12 and a 200 day moving average of $276.21. Vertiv has a twelve month low of $118.70 and a twelve month high of $379.93. The company has a market capitalization of $86.39 billion, a P/E ratio of 56.52, a price-to-earnings-growth 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 (NYSE:VRT) last released its earnings results on Wednesday, July 29th. The company reported $1.52 EPS for the quarter, topping analysts’ consensus estimates of $1.43 by $0.09. The company had revenue of $3.27 billion for the quarter, compared to the consensus estimate of $3.38 billion. Vertiv had a return on equity of 49.90% and a net margin of 14.37%.Vertiv’s quarterly revenue was up 24.1% compared to the same quarter last year. During the same quarter last year, the business posted $0.95 EPS. 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, analysts expect that Vertiv will post 6.38 earnings per share for the current fiscal year.

Vertiv Dividend Announcement

The company also recently disclosed a quarterly dividend, which was paid on Thursday, June 25th. Investors of record on Monday, June 15th were paid a dividend of $0.0625 per share. The ex-dividend date was Monday, June 15th. This represents a $0.25 annualized dividend and a yield of 0.1%. Vertiv’s dividend payout ratio (DPR) is 6.28%.

Analysts Set New Price Targets

VRT has been the subject of several recent research reports. Weiss Ratings reiterated a “buy (b-)” rating on shares of Vertiv in a research note on Tuesday, July 21st. BNP Paribas Exane initiated coverage on shares of Vertiv in a research report on Tuesday, April 14th. They issued an “outperform” rating and a $345.00 price target on the stock. Roth Capital reaffirmed a “buy” rating and issued a $355.00 price target on shares of Vertiv in a report on Thursday, May 21st. Sanford C. Bernstein initiated coverage on shares of Vertiv in a research report on Tuesday, June 9th. They set an “outperform” rating and a $416.00 price objective for the company. Finally, Wall Street Zen lowered shares of Vertiv from a “strong-buy” rating to a “buy” rating in a research note on Saturday, June 20th. Four investment analysts have rated the stock with a Strong Buy rating, twenty have assigned a Buy rating and five have assigned a Hold rating to the company. According to MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $343.48.

Vertiv News Roundup

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 increased 24% year over year to $3.27 billion, supported by 18% organic growth, acquisitions and favorable currency effects. Vertiv Holdings Co. Beats Q2 Earnings Estimates
• Positive Sentiment: The company raised its fiscal 2026 outlook across key metrics, projecting earnings of $6.65-$6.75 per share versus the $6.47 analyst consensus and revenue of approximately $14.0 billion versus expectations of $13.9 billion. Vertiv Reports Strong Second Quarter 2026 Results
• Positive Sentiment: Third-quarter revenue guidance of $3.7-$3.9 billion implies a midpoint above analysts’ expectations, while projected EPS of $1.77-$1.83 is broadly in line with consensus. Vertiv Reports Strong Second Quarter 2026
• Neutral Sentiment: Operating profit rose 44% and adjusted operating profit increased 51% year over year, indicating strong leverage and profitability despite the revenue shortfall. Vertiv Quarterly Operating Results
• Negative Sentiment: Second-quarter sales of $3.27 billion missed the $3.38 billion analyst estimate. Investors appear focused on the top-line miss and execution or timing concerns, causing the stock to fall sharply despite the EPS beat and optimistic outlook. Vertiv Reports Sales Below Analyst Estimates

Institutional Trading of Vertiv

A number of large investors have recently modified their holdings of the company. Hohimer Wealth Management LLC boosted its position in shares of Vertiv by 0.8% during the fourth quarter. Hohimer Wealth Management LLC now owns 6,264 shares of the company’s stock worth $1,015,000 after buying an additional 48 shares during the period. Vermillion & White Wealth Management Group LLC lifted its holdings in Vertiv by 58.3% in the fourth quarter. Vermillion & White Wealth Management Group LLC now owns 152 shares of the company’s stock worth $25,000 after purchasing an additional 56 shares during the period. Ancora Advisors LLC lifted its holdings in Vertiv by 0.4% in the third quarter. Ancora Advisors LLC now owns 15,923 shares of the company’s stock worth $2,402,000 after purchasing an additional 64 shares during the period. Brown Brothers Harriman & Co. grew its position in Vertiv by 37.8% in the 3rd quarter. Brown Brothers Harriman & Co. now owns 237 shares of the company’s stock valued at $36,000 after buying an additional 65 shares in the last quarter. Finally, L2 Asset Management LLC grew its position in Vertiv by 3.9% in the 3rd quarter. L2 Asset Management LLC now owns 1,750 shares of the company’s stock valued at $264,000 after buying an additional 65 shares in the last quarter. Institutional investors and hedge funds own 89.92% of the company’s stock.

Vertiv Company Profile

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.