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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
$1.10B
Enterprise Value$1.37K
Total Cash (Recent Filing)$136.64M
Total Debt (Recent Filing)$2.85B
Price to Earnings (P/E)9.5
Beta0.97
Next Earnings
Jul 30, 2026EPS Estimate
6.12Next Dividend Ex-DateN/A
Dividend Yield5.8%
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 Cap<0.01
Enterprise Value/Revenue<0.01
Enterprise Value/Gross Profit<0.01
Enterprise Value/Ebitda<0.01
Forecast
1Y Price Target
$144.25Price Target Upside3.20% Upside
Rating ConsensusHold
Number of Analyst Covering4
EPS Forecast (FY)24.7
Revenue Forecast (FY)$747.69M
Bulls Say, Bears Say
Bulls Say
Sustained ProfitabilityVirtus reports mid‑teens TTM net margins and consistently strong operating profitability. Durable margins support recurrent earnings power, fund ongoing product and distribution investments, sustain dividend capacity, and provide a cushion against AUM volatility over the next several quarters.
ETF Product MomentumRapid ETF growth demonstrates successful product-market fit and scalable distribution. ETFs are fee-bearing, lower-cost distribution channels that can attract steady retail and intermediary flows, diversify the revenue mix, and reduce reliance on single large mandates over a multi‑quarter horizon.
Alternatives/Keystone ExpansionThe Keystone stake materially expands private credit and alternatives, increasing higher‑fee, less-correlated products. This shifts product mix toward stickier institutional and private markets mandates, lifts average fee rates, and strengthens long‑term revenue diversification beyond public-equity cycles.
Bears Say
Deteriorated Cash GenerationCash conversion has weakened materially, with negative operating and free cash flow in the TTM and 2025. Persistent cash deficits reduce internal funding for dividends, buybacks and strategic investments, increase reliance on external financing, and constrain flexibility over the coming quarters.
Large Net Outflows And AUM DeclineSubstantial $8.4B net outflows and a ~6% AUM decline materially shrink the fee base. If outflows persist — driven by equity style headwinds and institutional redemptions — recurring advisory revenue and operating leverage will be under pressure, impairing multi‑quarter earnings stability.
Leverage & Contingent Liability RiskBalance‑sheet signals are mixed: elevated leverage in annual filings, yet a zero‑debt TTM snapshot, alongside contingent consideration and redeemable interests. This inconsistency and additional obligations reduce financial flexibility, heighten refinancing and covenant risk, and limit resilience to further 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 $1.10B.
When is Virtus Investment Partners’s upcoming earnings report date?
Virtus Investment Partners’s upcoming earnings report date is Jul 30, 2026 which is in 5 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 Undervalued.
Does Virtus Investment Partners pay dividends?
Virtus Investment Partners pays a Quarterly dividend of $2.4 which represents an annual dividend yield of 5.8%. 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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3
4
5
6
7
8
9
10
Analyst Consensus
Hold
Average Price Target:
$144.25 (3.20% Upside)
$144.25 (3.20% Upside)
Blogger Sentiment
Bullish
VRTS Sentiment 100%
Sector Average 60%
Sector Average 60%
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
News Sentiment
Neutral
Bullish news 50%
Bearish news 50%
Bearish news 50%
Technicals
SMA
Negative
20 days / 200 days
Momentum
-0.81%
12-Months-Change
Fundamentals
Return on Equity
5.80%
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 Stock 12 Month Forecast
Average Price Target
$144.25
▲(3.20% Upside)
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
0.83% Other Institutional Investors
30.47% Public Companies and
Individual Investors