Virtus Investment Partners (VRTS)
NYSE:VRTS
VRTS Stock Chart & Stats
$137.45
$0.32(0.15%)
At close: 4:00 PM EST
$137.45
$0.32(0.15%)
Day’s Range― - ―
52-Week Range$121.61 - $215.06
Previous CloseN/A
Volume4.54K
Average Volume (3M)107.34K
Market Cap
$920.30M
Enterprise Value$3.29B
Total Cash (Recent Filing)$477.17M
Total Debt (Recent Filing)$2.84B
Price to Earnings (P/E)8.1
Beta0.98
Next Earnings
May 01, 2026EPS Estimate
5.08Next Dividend Ex-DateN/A
Dividend Yield5.41%
Share Statistics
EPS (TTM)6.50
Shares Outstanding6,695,515
10 Day Avg. Volume112,908
30 Day Avg. Volume107,345
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 Cap3.58
Enterprise Value/Revenue3.97
Enterprise Value/Gross Profit5.30
Enterprise Value/Ebitda8.05
Forecast
1Y Price Target
$152.00Price Target Upside10.59% Upside
Rating ConsensusHold
Number of Analyst Covering4
EPS Forecast (FY)24.51
Revenue Forecast (FY)$768.17M
Bulls Say, Bears Say
Bulls Say
ETF Growth & Product InnovationRapid ETF AUM growth and positive ETF flows indicate durable product momentum and distribution traction. ETFs are structurally attractive for asset managers due to scalable, repeatable fee capture and lower marginal distribution cost; continued launches deepen footprint and diversify fee sources over the medium term.
Private Markets ExpansionAcquiring a majority stake in Keystone and investing in Crescent Cove materially broadens Virtus’s private markets capabilities, adding higher-fee, less-liquid strategies. This diversification can stabilize fee yield, create cross-sell opportunities across wealth channels, and align with structural demand for alternatives over the coming years.
Solid Profitability & Investment PerformanceConsistent mid‑teens margins and strong multi‑year fund performance signal durable business economics and product quality. Outperforming funds support client retention and distribution leverage, helping sustain fee margins and enabling shareholder returns through buybacks/dividends even amid AUM cycles.
Bears Say
Volatile Cash GenerationIrregular and sometimes negative cash generation undermines financial flexibility and the predictability of capital returns. Persistent cash volatility limits capacity to fund buybacks, dividends, or M&A organically and increases reliance on balance sheet or external financing during drawdown periods.
Persistent Net Outflows & Concentration RiskLarge, concentrated redemptions from core equity strategies threaten fee sustainability because management fees are asset dependent. If flows from institutional and retail channels remain negative, revenue and margins will likely stay pressured, making earnings and capital allocation less predictable over multiple quarters.
Leverage History & Near-Term Cash DemandsA history of meaningful leverage raises questions about balance sheet conservatism and stress resilience. Combined with near‑term cash needs (incentives, ~$22M revenue participation, $200M Keystone payment), past leverage patterns suggest potential pressure on liquidity or a need to re-lever, reducing strategic optionality.
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 $920.30M.
When is Virtus Investment Partners’s upcoming earnings report date?
Virtus Investment Partners’s upcoming earnings report date is May 01, 2026 which is in 18 days.
How were Virtus Investment Partners’s earnings last quarter?
Virtus Investment Partners released its earnings results on Feb 06, 2026. The company reported $6.5 earnings per share for the quarter, beating the consensus estimate of $6.445 by $0.055.
Is Virtus Investment Partners overvalued?
According to Wall Street analysts Virtus Investment Partners’s price is currently Undervalued.
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 5.08.
How many shares outstanding does Virtus Investment Partners have?
Virtus Investment Partners has 6,695,515 shares outstanding.
What happened to Virtus Investment Partners’s price movement after its last earnings report?
Virtus Investment Partners reported an EPS of $6.5 in its last earnings report, beating expectations of $6.445. Following the earnings report the stock price went down -7.068%.
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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5
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10
Analyst Consensus
Hold
Average Price Target:
$152.00 (10.59% Upside)
$152.00 (10.59% Upside)
Blogger Sentiment
Bullish
VRTS Sentiment 100%
Sector Average 67%
Sector Average 67%
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
Positive
Last 7 Days ▼ 0.7%
Last 30 Days ▲ 2.5%
Last 30 Days ▲ 2.5%
News Sentiment
Very Bearish
Bullish news 0%
Bearish news 100%
Bearish news 100%
Technicals
SMA
Negative
20 days / 200 days
Momentum
-1.85%
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
Q4 2026
0:00 / 0:00
Earnings Call Sentiment|Neutral
The call reflected a mixed picture: significant near-term challenges from large net outflows and equity style headwinds materially reduced AUM and pressured quarterly earnings metrics, but the firm demonstrated offsetting strengths — robust ETF momentum, product launches, strategic private-market investments (Keystone and Crescent Cove), disciplined expense control, share repurchases, and a strong liquidity position. Management emphasized long-term conviction in its quality strategies and diversification efforts while noting encouraging early Q1 flow signals in ETFs and fixed income.View all VRTS earnings summariesVRTS Stock 12 Month Forecast
Average Price Target
$152.00
▲(10.59% Upside)
Technical Analysis
Affiliated Managers
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AllianceBernstein
―
Federated Hermes
―
Acadian Asset Management
―
Vinci Partners Investments
―
Ownership Overview
6.76% Insiders
24.97% Mutual Funds
10.47% Other Institutional Investors
22.92% Public Companies and
Individual Investors
Options Prices
Currently, No data available
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