Virtus Investment Partners (VRTS)
NYSE:VRTS
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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
$946.66M
Enterprise Value$3.68B
Total Cash (Recent Filing)$136.64M
Total Debt (Recent Filing)$2.85B
Price to Earnings (P/E)31.5
Beta0.99
Next Earnings
Jul 24, 2026EPS Estimate
6.03Next 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 Cap3.88
Enterprise Value/Revenue4.60
Enterprise Value/Gross Profit5.69
Enterprise Value/Ebitda9.55
Forecast
1Y Price Target
$134.50Price Target Upside-3.78% Downside
Rating ConsensusHold
Number of Analyst Covering4
EPS Forecast (FY)24.98
Revenue Forecast (FY)$732.41M
Bulls Say, Bears Say
Bulls Say
Sustained ProfitabilityConsistently mid‑teens net margins and strong operating profitability provide a durable earnings cushion versus revenue volatility. High margins support dividend capacity, funding for strategic initiatives and reinvestment, helping the firm absorb AUM swings and sustain long‑run profitability.
ETF Product MomentumRapid ETF AUM and strong ETF sales indicate durable distribution gains in a lower‑cost, scalable wrapper. ETFs diversify product mix, attract retail and institutional channels, and create a recurring, stickier revenue stream that can mitigate open‑end mutual fund outflows over multiple quarters.
Alternatives & Private Markets ExpansionAcquiring a majority stake in Keystone materially expands higher‑fee private credit and alternatives capabilities, lifting the firm’s fee mix and access to differentiated strategies. This strategic diversification targets long‑term investor demand for yield and diversification, improving revenue durability and distribution breadth.
Bears Say
Negative Cash GenerationA sustained negative operating and free cash flow profile reduces internal funding for dividends, buybacks and acquisitions, increasing reliance on external financing or asset sales. If cash conversion remains weak, it constrains strategic flexibility and raises execution risk over the medium term.
Large AUM OutflowsMaterial net outflows and a ~6% AUM decline directly reduce fee revenue and operating leverage. Persistent or repeat outflows, especially from equity strategies and institutional accounts, can erode scale, pressure margins and force higher expense ratios or product repositioning to retain clients long‑term.
Elevated/Complex LiabilitiesHigher gross debt and multiple contingent/noncontrolling liabilities increase balance‑sheet complexity and financial risk. Such obligations can limit capital allocation flexibility, raise refinancing risk in stressed markets, and complicate execution of M&A or return‑of‑capital policies over the next several quarters.
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 $946.66M.
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 61 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 6.03.
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
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Analyst Consensus
Hold
Average Price Target:
$134.50 (-3.78% Downside)
$134.50 (-3.78% Downside)
Blogger Sentiment
Bullish
VRTS Sentiment 100%
Sector Average ―
Sector Average ―
Hedge Fund Trend
Decreased
By 62.3K Shares
Last Quarter.
Last Quarter.
Insider Transactions
Bought Shares
Worth $524.4K over
the Last 3 Months
the Last 3 Months
News Sentiment
Bearish
Bullish news 33%
Bearish news 67%
Bearish news 67%
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. is a publicly owned investment manager. The firm primarily provides its services to individual and institutional clients. It launches separate client focused equity and fixed income portfolios. The firm launches equity, fixed income, and balanced mutual funds for its clients. It invests in the public equity, fixed income, and real estate markets. The firm also invests in exchange traded funds. It employs a multi manager approach for its products. The firm employs quantitative analysis to make its investments. It benchmarks the performance of its portfolios against the S&P 500 Index. The firm conducts in-house research to make its investments. Virtus Investment Partners, Inc. was founded in 1988 and is based 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
$134.50
▼(-3.78% Downside)
Technical Analysis
Affiliated Managers
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AllianceBernstein
―
Federated Hermes
―
Acadian Asset Management
―
Vinci Partners Investments
―
Ownership Overview
7.27% Insiders
25.01% Mutual Funds
8.36% Other Institutional Investors
24.21% Public Companies and
Individual Investors
Options Prices
Currently, No data available
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