Financials / Asset ManagementUpdated 2026-05-10 22:07 UTC

VRTS stock hub

Virtus Investment Partners, Inc. has a live ticker hub with the latest available market, valuation, profitability, growth, ownership, and risk indicators.

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Fair value midpoint

n/a

Fair value pending

Upside to midpoint

n/a

Based on latest report

Confidence

n/a

Data quality and model convergence

Market cap

961.7M

NYSE

Market data

Live price

Current market quote for this ticker.

Current price

VRTS

In the news

Latest news · VRTS

Recent company headlines from major financial publishers.

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Fetching the latest headlines.

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Fetching the latest headlines.

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Fetching the latest headlines.

Calendar

Next earnings

Upcoming earnings date and setup when available.

Upcoming

DateLoading

Window—

EPS estimate—

Revenue estimate—

Sector context

Where the current metrics sit

Percentiles come from the backend screener cohort cache for the ticker's country and sector.

Forward P/E5.8

P25 8.8P50 10.4P75 13.1

Trailing P/E8.5

P25 10.9P50 14.7P75 36.2

ROEn/a

P25 4.9P50 10.4P75 15

ROIC10.5

P25 -1.3P50 6.6P75 12.7

Benchmarks - 1M

S&P 500n/a

Nasdaq Compositen/a

Dow Jones Industrial Averagen/a

Russell 2000n/a

Indicator catalog

All VRTS market and fundamental indicators

A searchable catalog of the available market, valuation, profitability, growth, balance-sheet, ownership, and analyst metrics for this ticker.

Available fields

226

Groups with data

Currency

USD

Showing 226 of 226 available metrics for this ticker.

Profile and market data

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

Metric	Value
Cik	0000883237
Company name	Virtus Investment Partners, Inc.
Country	United States
Country code	US
Cusip	92828Q109
Employees	801
Employees Change	-4%
Employees Change Percent	-0.5
Enterprise value	$967.8M
Exchange	NYSE
Financial currency	USD
First seen	2026-05-09
Industry	Asset Management
IPO Date	1992-03-12
Isin	US92828Q1094
Last refreshed	2026-05-10
Market cap	$961.7M
Market cap category	Small-Cap
Price	$144
Price currency	USD
Rev Per Employee	1,041,782.77x
Sector	Financials
Sic	6282
Symbol	VRTS
Website	https://corporate.virtus.com

Valuation

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

Metric	Value
Earnings Yield	12.15%
EV Earnings	8.28x
EV Sales Forward	1.18x
EV/EBIT	6.26x
EV/EBITDA	4.44x
EV/Sales	1.16x
Forward P/E	5.85x
P/B ratio	1.03x
P/E ratio	8.45x
P/S ratio	1.15x
PE Ratio10 Y	13.48x
PE Ratio3 Y	11.06x
PE Ratio5 Y	10.82x
PS Forward	1.17x

Profitability

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

Metric	Value
EBIT Margin	18.51%
EBITDA Margin	26.11%
Gross margin	42.01%
Gross Profit	$350.5M
Gross Profit Growth	-8.13%
Gross Profit Growth Q	-14.14%
Gross Profit Growth3 Y	-1.29%
Gross Profit Growth5 Y	3.62%
Net Income	$116.9M
Net Income Growth	-3.04%
Net Income Growth Q	-75.13%
Net Income Growth Quarters	1%
Net Income Growth Years	1%
Net Income Growth3 Y	-1.72%
Net Income Growth5 Y	-0.66%
Pretax Margin	19.19%
Profit Margin	14.01%
Profit Per Employee	$145,910
Profitable Years	16
Roa5y	3.37
Roe5y	16.73
ROIC	10.54
Roic5y	19.82

Growth

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

Metric	Value
Cagr10y	9.98%
Cagr15y	8.62%
Cagr1y	-4.77%
Cagr3y	-0.76%
Cagr5y	-8.73%
Div CAGR10	18.04%
Div CAGR3	13.58%
Div CAGR5	24.73%
EPS Growth	1.11
EPS Growth Q	-74.07
EPS Growth Quarters	1
EPS Growth Years	1
EPS Growth3 Y	1.14
EPS Growth5 Y	2.78
Revenue Growth	-7.57x
Revenue Growth Q	-8.44x
Revenue Growth Years	0x
Revenue Growth3 Y	0.11x
Revenue Growth5 Y	4.29x

Financial strength

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

Metric	Value
Cash	$477.2M
Debt	$483.2M
Debt EBITDA	$2.22
Debt Equity	$0.47
Equity	$1B
Interest Coverage	0.94
Net Cash	$-6M
Net Cash By Market Cap	$-0.63
Net Debt EBITDA	$0.03
Net Debt Equity	$0.01
Tangible Book Value	$209.5M
Tangible Book Value Per Share	$31.3
WACC	15.98

Dividends and buybacks

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

Metric	Value
Buyback Yield	4.11%
Dividend Growth	9.25%
Dividend Growth Years	8%
Dividend per share	$9.6
Dividend Years	13
Dividend Yield	6.67%
Ex Div Date	2026-04-30
Last Dividend	$2.4
Payout Frequency	Quarterly
Payout Ratio	55.49%

Performance and technicals

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

Metric	Value
10Y total return	158.91%
1Y total return	-4.77%
200-day SMA	164.6
3Y total return	-2.27%
50-day SMA	136.2
50-day SMA vs 200-day SMA	50under200
5Y total return	-36.66%
All Time High	338.8
All Time High Change	-57.52%
All Time High Date	2021-10-26
All Time Low	3.78
All Time Low Change	3,707.67%
All Time Low Date	2009-03-04
ATR	5.78
Beta	1.38
Beta1y	0.96
Beta2y	0.97
Ch YTD	-11.78
High	144.5
High52	215.1
High52 Date	2025-07-24
High52ch	-33.07%
Low	139.5
Low52	121.6
Low52 Date	2026-04-02
Low52ch	18.36%
Ma50ch	5.69%
Price vs 200-day SMA	-12.56%
RSI	55.78
RSI Monthly	38.79
RSI Weekly	45.36
Sharpe ratio	-0.09x
Sortino ratio	0.03
Total Return	10.78%
Tr YTD	-8.97
Tr15y	245.88%
Tr1m	13.42%
Tr1w	5.83%
Tr3m	4.34%

Analyst estimates

Ratings, targets, revisions, and forward estimate fields.

Metric	Value
Analyst Count	4
Analyst Count Top	1
Analyst Price Target Top	$125
Analyst Ratings	Hold
Analyst Ratings Top	Sell
Earnings EPS Estimate	$5.59
Earnings EPS Estimate Growth	-2.44
Earnings Revenue Estimate	179,321,600x
Earnings Revenue Estimate Growth	-17.72x
Operating Income	$154.5M
Operating Income Growth	-15.06
Operating Income Growth Q	-33.52
Operating Income Growth3 Y	-3.62
Operating Income Growth5 Y	-3.21
Operating margin	18.51
Price target	$138
Price Target Change	$-4.29
Price Target Change Top	$-13.15

Ownership and float

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

Metric	Value
Float	6,248,252%
Float Percent	93.51%
Shares Insiders	6.43%
Shares Institutions	85.76%
Shares Out	6,682,055
Shares Qo Q	-0.74%
Shares Yo Y	-4.11%
Short Float	1.13%
Short Ratio	2.1
Short Shares	1.05

Other indicators

Additional ticker metrics that do not fit the primary research groupings yet.

Metric	Value
Average Volume	105,362.1x
Bv Per Share	139.5
Ch10y	94.19
Ch15y	151.6
Ch1m	11.52
Ch1w	5.83
Ch1y	-10.1
Ch3m	2.6
Ch3y	-14.72
Ch5y	-47.77
Ch6m	-11.79
Change	1.47%
Change From Open	1.31
Close	141.9
Days Gap	0.16
Depreciation Amortization	63,407,750
Dollar Volume	12,057,304
Earnings Date	2026-05-01
Earnings Time	bmo
EBIT	$154.5M
EBITDA	$217.9M
EPS	$17.03
F Score	1
Fiscal Year End	December
Founded	1,988
Graham Number	231.2155
Graham Upside	60.64
Income Tax	$46.1M
Is Primary Listing	1
Is Spac	No
Last Earnings Date	2026-05-01
Last Report Date	2026-03-31
Last Split Type	Never
Last10k Filing Date	2026-02-27
Lynch Fair Value	$85.16
Lynch Upside	-40.83
Ma150	154.7
Ma150ch	-6.96%
Ma20	142
Ma20ch	1.37%
Next Earnings Date	2026-07-24
Open	142.1
Optionable	No
Payment Date	2026-05-13
Position In Range	88.05
Price Date	2026-05-08
Price EBITDA	$4.41
Ptbv Ratio	4.59
Relative Volume	0.8x
Revenue	834,468,000x
Tax By Revenue	5.52x
Tax Rate	28.76%
Tr6m	-8.97%
Us State	Connecticut
Volume	83,772

Fast facts

Decision checkpoints

A compact product layer over the same report payload.

Risk gate

n/a

Named kill scenarios are reviewed before any bullish rating can stand.

Moat score

n/a

Business quality stays separate from stock attractiveness.

Forward P/E

n/a

Valuation uses the full report model stack, not a single multiple.

Next action

Research pending

Final action steps are kept in the recommendation tab.

Income

VRTS dividend yield, growth & safety

Yield, payout sustainability, and the multi-year growth streak.

Dividend yield

+6.7%

$9.60 annual per share

Payout ratio

+55.5%

Share of earnings returned as dividends. Below 60% is generally sustainable.

5Y dividend CAGR

+24.7%

8 consecutive years of growth

Total shareholder yield

+10.8%

Next ex-dividend date: 2026-04-30

Performance

VRTS stock returns vs the market

Total return (incl. dividends) compared to S&P 500.

Ownership

Who owns VRTS?

Insider, institutional, and short-interest positioning.

Institutional ownership

+85.8%

Float: +93.5% of shares outstanding

Insider ownership

+6.4%

Stake held by company insiders. Higher generally signals alignment.

Negative means the company is buying back shares.

Technical

VRTS momentum and risk profile

RSI, moving-average stack, beta, and risk-adjusted return.

RSI (14)

55.8

Neutral momentum band

Price vs 200-day MA

-12.6%

50/200-day relationship not available

Beta (5Y)

1.38

More volatile than the market

Sharpe ratio

-0.09

Risk-adjusted return — higher is better; >1.0 is solid.

Peers

VRTS vs. sector cohort

Currency-neutral comparison: P/E, P/S, ROIC, 5Y revenue CAGR, and 1Y total return. Market-cap column appears only when every peer reports in the same currency.

Ticker	Name	Market cap	P/E	P/S	ROIC	5Y rev CAGR	1Y total return	Rating
AXP	American Express Company	215.6B	19.7x	3.1x	11.5%	+15.5%	+15.6%	घटाएँ
BAC	Bank of America Corporation	364.1B	12.7x	3.3x	—	+6.3%	+28.2%	घटाएँ
BK	The Bank of New York Mellon Corporation	89.6B	16.2x	4.3x	—	+6.0%	+58.4%	घटाएँ

Questions

About VRTS

Hub-level FAQ points readers to the deeper analysis pages.

What is the current VRTS stock rating?

Virtus Investment Partners, Inc. is currently shown with the latest rating in the latest report. The hub links directly to the full analysis surface where the rating, fair-value bridge, risks, and scorecard are documented together.

Where can I read the full VRTS analysis?

The full report lives at /stocks/VRTS/analysis. The bare ticker page is a product hub that summarizes the latest read and sends readers into the relocated analysis tabs without making the analysis surface depend on the hub.

What fair-value range is used for VRTS?

The latest report frames VRTS around the latest fair-value range. Treat that range as the entry point, then check the valuation, sensitivity, and bear-case tabs before making an investment decision.

How often is the VRTS page updated?

The hub updates with the latest published stock report and live backend market data. The analysis pages remain reachable under /analysis, so a hub rollback does not remove the report reader.