Virtus Investment Partners, Inc. (VRTS)

NYSE: VRTS · USD

$123

+1.92 (+1.6%)· Recorded snapshot

Market cap	814.5M
Revenue (ttm)	825.3M
Net income (ttm)	119.8M
EPS (ttm)	$17.5
Shares out	6.6M
P/E (trailing)	7.0x
P/E (forward)	5.8x
Dividend	$9.80 (8.01%)
Volume	98,967
Beta	1.39

Market data

Price

Recent price action with selectable time range.

Financial snapshot

Revenue (ttm): 825.3M
Net income (ttm): 119.8M
EPS (ttm): $17.5
P/E (trailing): 7.0x
P/E (forward): 5.8x
Market cap: 814.5M

Ticker	Name	Market cap	P/E	P/S	ROIC	5Y rev CAGR	1Y total return	Rating
ACGL	Arch Capital Group Ltd.	34.8B	8.3x	1.8x	15.9%	+15.1%	+18.7%	Starker Kauf
AIG	American International Group Inc.	41.7B	14.7x	1.6x	7.7%	-9.6%	+2.8%	Starker Kauf
AIZ	Assurant, Inc.	14.1B	13.6x	1.0x	14.4%	+6.6%	+36.2%	Halten

Calendar

Next earnings

Upcoming earnings date and setup when available.

Upcoming

DateLoading

Window—

EPS estimate—

Revenue estimate—

Sector percentile context

Refreshed 2026-10-28 19:55 UTC

Forward P/E5.8

P25 n/aP50 n/aP75 n/a

Trailing P/E7

P25 n/aP50 n/aP75 n/a

ROE10.7

P25 n/aP50 n/aP75 n/a

ROIC7

P25 n/aP50 n/aP75 n/a

Benchmarks · 1M

All VRTS indicators

Market & fundamental data

Available fields

265

Groups with data

Currency

USD

Showing 265 of 265 available metrics for this ticker.

Profile and market data

Ticker identity, listing, currency, market cap, and source dates.

Metric	Value
Amount currency	USD
CIK code	0000883237
Company name	Virtus Investment Partners, Inc.
Country	United States
Country code	US
CUSIP number	92828Q109
Earnings date	2026-10-30
Earnings time	bmo
Employees	801
Employees change	-4
Employees growth	-0.5%
Enterprise value	$1B
Exchange	NYSE
Financial currency	USD
Financial report date	2026-06-30
First seen	2026-05-09
Fiscal year end	December
Founded	1988
In index	RUSSELL2000
Industry	Asset Management
IPO date	1992-03-12
Is primary listing	Yes
Is SPAC	No
ISIN number	US92828Q1094
Last 10-K release date	2026-02-27
Last earnings date	2026-07-30
Last refreshed	2026-10-28
Last stock split type	Never
Market cap	$814.5M
Market cap category	Small-Cap
Next earnings date	2026-10-30
Options	No
Price	$122.99
Price currency	USD
Sector	Financials
SIC code	6282
Stock price date	2026-10-28
Symbol	VRTS
U.S. state	Connecticut
Website	https://corporate.virtus.com

Valuation

Multiples, yields, enterprise-value ratios, and valuation checks.

Metric	Value
Adjusted P/E ratio	5.1x
Average P/E ratio (10Y)	13.16x
Average P/E ratio (3Y)	10.84x
Average P/E ratio (5Y)	10.6x
Earnings yield	14.27%
EV/Earnings	8.66x
EV/EBIT	7.93x
EV/EBITDA	5.12x
EV/Sales	1.26x
FCF / EV yield	-5%
FCF yield	-6.4%
Forward EV/Sales	1.48x
Forward P/E	5.83x
Forward P/S	1.16x
Graham number	237.38963
Graham upside	93.8%
Industry forward P/E	12.8x
Industry P/E	27.28x
Lynch fair value	$87.74
Lynch upside	-28.37%
P/B ratio	0.85x
P/E ratio	7.01x
P/S ratio	0.98x
Price/EBITDA ratio	4x
Sector forward P/E	13.63x
Sector P/E	15.65x

Profitability

Margins, returns on capital, cash conversion, and quality metrics.

Metric	Value
EBIT margin	15.85%
EBITDA margin	24.57%
Effective tax rate	26.62%
Gross margin	41.08%
Operating margin	15.85%
Pretax margin	19.15%
Profit margin	14.52%
Profit per employee	$149,572
Profitable quarters	25
Profitable years	16
Revenue per employee	$1M
ROA	1.99%
ROA (5Y)	3.37%
ROCE	2.98%
ROE	10.67%
ROE (5Y)	16.73%
ROIC	6.98%
ROIC (5Y)	19.82%
SBC / revenue	3.22%
Tax / revenue	5.1%

Growth

Revenue, earnings, cash-flow, and forward growth indicators.

Metric	Value
EPS growth	-14.53%
EPS growth (Q)	9.15%
EPS growth (QoQ)	536.19%
EPS growth 10Y	19.04%
EPS growth 3Y	-1.42%
EPS growth 5Y	-3.98%
EPS growth quarters	1
EPS growth years	1
FCF growth (Q)	-24.42%
FCF growth (QoQ)	67.23%
Gross profit growth	-10.08%
Gross profit growth (Q)	-13.16%
Gross profit growth 3Y	-0.14%
Gross profit growth 5Y	-1.1%
Net income growth	-17.54%
Net income growth (Q)	6.92%
Net income growth (QoQ)	535.87%
Net income growth 3Y	-4.13%
Net income growth 5Y	-7.03%
Net income growth quarters	1
Net income growth years	1
OCF growth (Q)	-24.2%
OCF growth (QoQ)	59.95%
Operating income growth	-28.29%
Operating income growth (Q)	-43.73%
Operating income growth 3Y	-3.41%
Operating income growth 5Y	-11.52%
Revenue growth	-7.16%
Revenue growth (Q)	-4.35%
Revenue growth (QoQ)	0.92%
Revenue growth 10Y	9.31%
Revenue growth 3Y	0.21%
Revenue growth 5Y	0.95%
Revenue growth years	0

Financial statements

Income-statement and cash-flow amounts, totals and per share.

Metric	Value
Capital expenditures	$-6.1M
Depreciation and amortization	$71.9M
EBIT	$130.8M
EBITDA	$202.8M
EPS	$17.55
FCF per share	$-7.84
Financing cash flow	$333.1M
Free cash flow	$-51.9M
Free cash flow minus SBC	$-78.4M
Gross profit	$339M
Income taxes	$42.1M
Investing cash flow	$-243.1M
Net borrowing	$494M
Net cash flow	$43.6M
Net income	$119.8M
Operating cash flow minus SBC	$-72.4M
Operating income	$130.8M
Revenue	$825.3M
Stock-based compensation	$26.5M

Financial strength

Debt, cash, solvency, accounting-quality, and balance-sheet signals.

Metric	Value
Altman Z-Score	0.65
Book value per share	$142.73
Debt / EBITDA	2.32
Debt / equity	0.45
Goodwill	$640.8M
Interest coverage	0.79
Long-term assets	$4.1B
Long-term liabilities	$3.2B
Net cash (debt)	$-226.9M
Net cash / market cap	-27.97%
Net debt / EBITDA	1.12
Net debt / equity	0.2
Piotroski F-Score	3
Property, plant and equipment	$97.5M
Shareholders' equity	$1.2B
Tangible book value	$-294.7M
Tangible book value per share	$-44.50
Total assets	$4.5B
Total cash	$285.9M
Total debt	$512.7M
Total liabilities	$3.4B
WACC	16.53%

Liquidity

Current-asset coverage and working-capital efficiency metrics.

Metric	Value
Asset turnover	0.2
Current assets	$388.5M
Current liabilities	$146.1M
Current ratio	2.66
Net working capital	$-43.5M
Quick ratio	2.65
Working capital	$242.4M
Working capital turnover	3.89

Dividends and buybacks

Dividend yield, payout, buybacks, and shareholder-yield indicators.

Metric	Value
Buyback yield / dilution	3.53%
Dividend growth	5.46%
Dividend growth (10Y)	18.28%
Dividend growth (3Y)	12.1%
Dividend growth (5Y)	19.5%
Dividend growth years	8
Dividend payment date	2026-11-13
Dividend payment years	13
Dividend payout frequency	Quarterly
Dividend per share	$9.80
Dividend yield	8.01%
Ex-dividend date	2026-10-30
Last dividend	$2.45
Payout ratio	55.85%
Shareholder yield	11.51%

Performance and technicals

Returns, volatility, beta, momentum, RSI, and moving-average context.

Metric	Value
10Y price change	31.11%
10Y return CAGR	5.79%
10Y total return	75.62%
150-day SMA	$145.29
15Y price change	91.29%
15Y return CAGR	6.76%
15Y total return	166.85%
1D price change	1.59%
1M price change	-6.52%
1M total return	-6.52%
1W price change	1.65%
1W total return	1.65%
1Y price change	-28.72%
1Y return CAGR	-24.25%
1Y total return	-24.24%
20-day SMA	$125.73
200-day SMA	$145.40
3M price change	-27.16%
3M total return	-26.08%
3Y price change	-29.86%
3Y return CAGR	-6.8%
3Y total return	-19.06%
50-day SMA	$139.42
50-day SMA vs 200-day SMA	50under200
52-week high	$175.66
52-week high date	2026-01-12
52-week low	$117.44
52-week low date	2026-10-19
5Y price change	-60.54%
5Y return CAGR	-13.51%
5Y total return	-51.58%
6M price change	-15.75%
6M total return	-13.04%
All-time high	$338.80
All-time high date	2021-10-26
All-time low	$3.78
All-time low date	2009-03-04
Average true range (ATR)	$4.11
Average volume	144.2K
Beta (1Y)	0.86
Beta (2Y)	0.89
Beta (5Y)	1.39
Change from 52-week high	-29.98%
Change from 52-week low	4.73%
Change from all-time high	-63.97%
Change from all-time low	3,129.1%
Change from open	0.65%
Day's gap	0.94%
Dollar volume	$12.2M
High price	$123.22
Low price	$120.50
Monthly RSI	35.94
Open price	$122.20
Position in 52-week range	91.54%
Previous close	$121.06
Price vs 150-day SMA	-15.99%
Price vs 20-day SMA	-2.92%
Price vs 200-day SMA	-16.05%
Price vs 50-day SMA	-12.45%
Relative volume	0.69
RSI	38.23
Sharpe ratio	-0.74
Sharpe ratio (3Y)	-0.14
Sharpe ratio (5Y)	-0.36
Sortino ratio	-0.85
Sortino ratio (3Y)	-0.03
Sortino ratio (5Y)	-0.35
Volume	99K
Weekly RSI	35.66
YTD price change	-25.19%
YTD total return	-21.65%

Ownership and float

Institutional, insider, float, short-interest, and share-count fields.

Metric	Value
Float	6.2M
Float percentage	93.72%
Shares change (QoQ)	-0.41%
Shares change (YoY)	-3.53%
Shares held by insiders	6.26%
Shares held by institutions	92.82%
Shares outstanding	6.6M
Short % of float	1.13%
Short % of shares	1.06%
Short ratio	3.5 days

Deeper analysis on VRTS

14 sections in the full report · jump straight to what you need

Forecast

Base and Bull forecast paths with report-date return framing.

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Valuation

Fair-value bridge, DCF, owner earnings, and peer multiples.

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Sensitivity

Cost-of-equity and terminal-growth stress table.

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Risks

Kill scenarios, soft-pass flags, and downside catalysts.

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Earnings

Next earnings setup and beat / inline / miss thresholds.

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Position sizing

Entry, exit, conviction, and quarterly monitoring rules.

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Financials

Revenue, margins, cash flow, and balance-sheet context.

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Peers

Relative valuation and profitability against the cohort.

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Moat

Economic-profit evidence and competitive advantage risk.

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Industry cycle

Sector phase, capital cycle, and secular tailwinds.

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Frequently asked questions

About this VRTS report

Is a complete VRTS research report available?

No complete published report is available for Virtus Investment Partners, Inc. (VRTS) on this page. Market-directory data, when present, is not a substitute for a validated stock analysis.

Virtus Investment Partners, Inc. (VRTS)

Price

Financial snapshot

Fair-value bridge

Latest news · VRTS

Valuation

Profitability

Balance sheet

Trading

Next earnings

Sector percentile context

All VRTS indicators

Profile and market data

Valuation

Profitability

Growth

Financial statements

Financial strength

Liquidity

Dividends and buybacks

Performance and technicals

Ownership and float

Deeper analysis on VRTS

Frequently asked questions