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VRTS Stock Chart & Stats
$139.78
$0.32(0.15%)
At close: 4:00 PM EST
$139.78
$0.32(0.15%)
Day’s Range― - ―
52-Week Range$121.61 - $215.06
Previous CloseN/A
Volume4.54K
Average Volume (3M)111.38K
Market Cap
$1.01B
Enterprise Value$3.66B
Total Cash (Recent Filing)$136.64M
Total Debt (Recent Filing)$2.85B
Price to Earnings (P/E)8.8
Beta0.94
Next Earnings
Jul 24, 2026EPS Estimate
6.12Next Dividend Ex-DateN/A
Dividend Yield5.41%
Share Statistics
EPS (TTM)17.22
Shares Outstanding6,682,122
10 Day Avg. Volume115,949
30 Day Avg. Volume111,378
Financial Highlights & Ratios
PEG Ratio0.45
Price to Book (P/B)1.19
Price to Sales (P/S)1.34
P/FCF Ratio-15.04
Enterprise Value/Market Cap3.62
Enterprise Value/Revenue4.58
Enterprise Value/Gross Profit5.67
Enterprise Value/Ebitda9.53
Forecast
1Y Price Target
$136.25Price Target Upside-2.53% Downside
Rating ConsensusHold
Number of Analyst Covering4
EPS Forecast (FY)24.68
Revenue Forecast (FY)$733.83M
Bulls Say, Bears Say
Bulls Say
Profitability / Margin SustainabilityVirtus reports mid‑teens net margins and consistently strong operating profitability, indicating the core fee model converts revenue to profit efficiently. Durable margins provide a buffer against revenue cyclicality and support funding for dividends, buybacks, and strategic investments over the medium term.
Distribution & ETF GrowthRapid ETF momentum and material positive ETF flows signal durable distribution channel expansion and product-market fit for lower-cost, scalable wrappers. Growing ETF AUM diversifies distribution mix, tends to attract sticky retail and institutional flows, and supports recurring, asset-based fees over multiple market cycles.
Diversification Via Keystone AcquisitionThe Keystone investment materially expands private credit and alternatives, raising higher‑fee, less market‑correlated AUM. This shifts product mix toward fee‑diversifying strategies, helps lift average fee rates, and reduces sole dependence on liquid equity flows—structural benefits for revenue resilience.
Bears Say
Deteriorating Cash GenerationNegative operating and free cash flow in the trailing twelve months and 2025 mark a clear deterioration in cash conversion versus prior years. Persistent weak cash generation reduces financial flexibility, pressures the ability to self‑fund investments or buybacks, and raises reliance on financing or asset sales.
Sustained Net Outflows And AUM DeclineLarge net outflows and a roughly 6% AUM decline materially shrink the fee base for a fee‑dependent business. Continued redemptions compress average AUM, reduce recurring revenue and operating leverage, and increase pressure on margins and strategic initiatives until flows sustainably stabilize.
Elevated/Inconsistent Leverage & Contingent LiabilitiesInconsistent leverage—annual filings show elevated debt while the TTM snapshot showed zero—combined with rising gross debt and contingent liabilities increases financial risk. Higher leverage and contingent obligations limit flexibility for opportunistic investments and amplify downside in prolonged outflow scenarios.
Virtus Investment Partners News
VRTS FAQ
What was Virtus Investment Partners’s price range in the past 12 months?
Virtus Investment Partners lowest stock price was $121.61 and its highest was $215.06 in the past 12 months.
What is Virtus Investment Partners’s market cap?
Virtus Investment Partners’s market cap is $1.01B.
When is Virtus Investment Partners’s upcoming earnings report date?
Virtus Investment Partners’s upcoming earnings report date is Jul 24, 2026 which is in 19 days.
How were Virtus Investment Partners’s earnings last quarter?
Virtus Investment Partners released its earnings results on May 01, 2026. The company reported $5.38 earnings per share for the quarter, missing the consensus estimate of $5.669 by -$0.289.
Is Virtus Investment Partners overvalued?
According to Wall Street analysts Virtus Investment Partners’s price is currently Overvalued.
Does Virtus Investment Partners pay dividends?
Virtus Investment Partners pays a Quarterly dividend of $2.4 which represents an annual dividend yield of 5.41%. See more information on Virtus Investment Partners dividends here
What is Virtus Investment Partners’s EPS estimate?
Virtus Investment Partners’s EPS estimate is 6.12.
How many shares outstanding does Virtus Investment Partners have?
Virtus Investment Partners has 6,682,122 shares outstanding.
What happened to Virtus Investment Partners’s price movement after its last earnings report?
Virtus Investment Partners reported an EPS of $5.38 in its last earnings report, missing expectations of $5.669. Following the earnings report the stock price went down -6.561%.
Which hedge fund is a major shareholder of Virtus Investment Partners?
Currently, no hedge funds are holding shares in VRTS
What is the TipRanks Smart Score and how is it calculated?
Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology
Virtus Investment Partners Stock Smart Score
Underperform
1
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4
5
6
7
8
9
10
Analyst Consensus
Hold
Average Price Target:
$136.25 (-2.53% Downside)
$136.25 (-2.53% Downside)
Blogger Sentiment
Bullish
VRTS Sentiment 100%
Sector Average ―
Sector Average ―
Hedge Fund Trend
Decreased
By 44.8K Shares
Last Quarter.
Last Quarter.
Insider Transactions
Sold Shares
Worth $723.8K over
the Last 3 Months
the Last 3 Months
Technicals
SMA
Negative
20 days / 200 days
Momentum
-0.81%
12-Months-Change
Fundamentals
Return on Equity
12.75%
Trailing 12-Months
Asset Growth
23.71%
Trailing 12-Months
Company Description
Virtus Investment Partners
Virtus Investment Partners, Inc., a publicly traded investment management firm, caters to both individual and institutional clients. The company develops tailored equity and fixed-income portfolios, alongside offering a diverse range of mutual funds encompassing equity, fixed-income, and balanced strategies, as well as exchange-traded funds. It strategically deploys capital across public equity, fixed-income, and real estate markets. Investment decisions are guided by a multi-manager framework, rigorous quantitative analysis, and proprietary in-house research. The performance of its portfolios is measured against the S&P 500 Index. Established in 1988, Virtus Investment Partners, Inc. maintains its corporate headquarters in Hartford, Connecticut.
VRTS Company Deck
VRTS Earnings Call
Q1 2026
0:00 / 0:00
Earnings Call Sentiment|Negative
The call highlighted meaningful product and distribution progress—8% sales growth, strong ETF momentum, the strategic Keystone acquisition (adding $2.3B AUM and expanding alternatives/private credit), and signs of flow improvement in March/April. However, these positives were offset by substantial net outflows ($8.4B), a decline in AUM to $149B, sequential EPS and operating income pressure driven by seasonal employment expenses and lower average AUM, and higher short-term leverage/contingent liabilities related to the Keystone transaction. While management emphasized near-term improvements and long-term growth initiatives, the scale and persistence of outflows and AUM decline represent significant near-term headwinds.View all VRTS earnings summariesVRTS Stock 12 Month Forecast
Average Price Target
$136.25
▼(-2.53% Downside)
Technical Analysis
Affiliated Managers
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AllianceBernstein
―
Federated Hermes
―
Acadian Asset Management
―
Vinci Partners Investments
―
Ownership Overview
7.20% Insiders
25.39% Mutual Funds
0.77% Other Institutional Investors
30.95% Public Companies and
Individual Investors
Options Prices
Currently, No data available
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