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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.

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%	Compra forte
AIG	American International Group Inc.	41.7B	14.7x	1.6x	7.7%	-9.6%	+2.8%	Compra forte
AIZ	Assurant, Inc.	14.1B	13.6x	1.0x	14.4%	+6.6%	+36.2%	Manter

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

Metric

Value

Amount currency

USD

CIK code

0000883237

Company name

Virtus Investment Partners, Inc.

Country

United States

Country code

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

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

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

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

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

Sector forward P/E

13.63x

Sector P/E

15.65x

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%

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

Profitable years

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%

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

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

EPS growth years

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

Net income growth years

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

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

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

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%

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

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%

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

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

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%

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

Dividend payment date

2026-11-13

Dividend payment years

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%

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%

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%

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

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

Virtus Investment Partners, Inc. (VRTS)

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