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
$908.76M
Enterprise Value$3.28B
Total Cash (Recent Filing)$477.17M
Total Debt (Recent Filing)$2.84B
Price to Earnings (P/E)8.1
Beta0.97
Next Earnings
Jul 24, 2026EPS Estimate
6.3Next Dividend Ex-DateN/A
Dividend Yield5.41%
Share Statistics
EPS (TTM)5.38
Shares Outstanding6,682,055
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 Cap3.61
Enterprise Value/Revenue3.94
Enterprise Value/Gross Profit5.27
Enterprise Value/Ebitda8.00
Forecast
1Y Price Target
$127.33Price Target Upside-8.90% Downside
Rating ConsensusModerate Sell
Number of Analyst Covering3
EPS Forecast (FY)25.57
Revenue Forecast (FY)$737.94M
Bulls Say, Bears Say
Bulls Say
Strong Profitability And MarginsVirtus demonstrates durable operating profitability for an asset manager, with mid-teens margins and respectable ROE. These margins support recurring shareholder returns (dividends/buybacks) and provide cushion versus revenue swings, enabling reinvestment in distribution and product development over the medium term.
ETF Momentum And Positive FlowsRapid ETF growth and consistent positive ETF flows diversify Virtus' distribution and product mix toward scalable, lower-cost vehicles. ETF traction helps stabilize asset-gathering capacity, broadens intermediary access, and creates a recurring, fee-bearing channel that can offset redemptions in other channels over the coming quarters.
Keystone Deal Expands Private Markets ExposureThe Keystone acquisition structurally increases alternatives and private credit exposure, raising high-fee, sticky asset mix and diversifying revenue away from public-equity sensitivity. By leveraging Virtus distribution and preserving Keystone autonomy, the deal supports longer-term fee-rate improvement and product differentiation.
Bears Say
Material Net Outflows And AUM DeclineLarge, concentrated redemptions materially reduce fee-bearing assets and scale economics. Sustained outflows erode management fee revenue, pressure margins, and force reliance on higher-cost retention or acquisition spending. Until flows stabilize, revenue and fee-rate gains from product initiatives may be undercut.
Volatile Cash Generation; Negative FCF PeriodsInconsistent and sometimes negative cash flow undermines earnings quality and constrains capital allocation flexibility. Periodic negative FCF limits the firm's ability to sustain buybacks, absorb integration costs, or invest organically without tapping liquidity, increasing execution risk for strategic initiatives.
Balance-sheet Liabilities And Contingent ConsiderationsRecorded contingent liabilities, rising gross debt and redeemable noncontrolling interests add complexity and potential cash obligations. Given a history of elevated leverage, these items heighten refinancing and covenant risk in stressed periods and reduce financial flexibility to execute opportunistic M&A or absorb cyclical AUM shocks.
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 $908.76M.
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 81 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 6.3.
How many shares outstanding does Virtus Investment Partners have?
Virtus Investment Partners has 6,682,055 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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10
Analyst Consensus
Moderate Sell
Average Price Target:
$127.33 (-8.90% Downside)
$127.33 (-8.90% 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 $51.6K over
the Last 3 Months
the Last 3 Months
Crowd Wisdom
Very Positive
Last 7 Days ▲ 4.1%
Last 30 Days ▲ 7.9%
Last 30 Days ▲ 7.9%
News Sentiment
Very Bearish
Bullish news 0%
Bearish news 100%
Bearish news 100%
Technicals
SMA
Negative
20 days / 200 days
Momentum
-0.81%
12-Months-Change
Fundamentals
Return on Equity
15.20%
Trailing 12-Months
Asset Growth
7.45%
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
$127.33
▼(-8.90% Downside)
Technical Analysis
Affiliated Managers
―
AllianceBernstein
―
Federated Hermes
―
Acadian Asset Management
―
Vinci Partners Investments
―
Ownership Overview
7.19% Insiders
24.86% Mutual Funds
1.02% Other Institutional Investors
32.31% Public Companies and
Individual Investors
Options Prices
Currently, No data available
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