8-K Announcements
6Apr 17, 2026·SEC
Mar 2, 2026·SEC
Feb 6, 2026·SEC
Virtus Investment Partners, Inc. (VRTS) fundamental analysis — strengths, weaknesses & financial health based on data analysis
* These insights are generated automatically based on available financial data. Please conduct your own research before making investment decisions.
Virtus Investment Partners, Inc. (VRTS) stock price & volume — 10-year historical chart
Virtus Investment Partners, Inc. (VRTS) revenue, earnings & EPS growth — 3, 5 & 10-year CAGR
Virtus Investment Partners, Inc. (VRTS) EPS & revenue vs analyst estimates — last 4 quarters
| Quarter | Date | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|---|
| Q2 2026Latest | May 1, 2026 | $5.38vs $5.67-5.1% | $200Mvs $179M+11.2% |
| Q1 2026 | Feb 6, 2026 | $6.50vs $6.58-1.2% | $208Mvs $194M+7.1% |
| Q4 2025 | Oct 24, 2025 | $6.69vs $6.71-0.3% | $215Mvs $195M+10.3% |
| Q3 2025 | Jul 25, 2025 | $6.25vs $6.21+0.6% | $211Mvs $201M+4.6% |
Virtus Investment Partners, Inc. (VRTS) competitors in Traditional active asset managers — business model, growth, and fundamentals comparison
Virtus Investment Partners, Inc. (VRTS) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Virtus Investment Partners, Inc. (VRTS) annual income statement — 10-year revenue, gross profit & net income history
| Line item | Dec'17 | Dec'18 | Dec'19 | Dec'20 | Dec'21 | Dec'22 | Dec'23 | Dec'24 | Dec'25 |
|---|---|---|---|---|---|---|---|---|---|
| Net Interest Income | 4.23M | 19.12M | 7.72M | 13.68M | 21.81M | 18.37M | 31.4M | 33.9M | 37.38M |
| NII Growth % | -58.39% | 351.74% | -59.62% | 77.21% | 59.35% | -15.78% | 70.96% | 7.95% | 10.27% |
| Net Interest Margin % | 0.16% | 0.67% | 0.24% | 0.39% | 0.55% | 0.46% | 0.85% | 0.85% | 0.87% |
| Interest Income | 51.48M | 103.36M | 119.2M | 111.02M | 91.44M | 111.77M | 210.16M | 217.22M | 199.75M |
| Interest Expense | 47.25M | 84.23M | 111.48M | 97.33M | 69.64M | 93.41M | 178.77M | 183.32M | 162.38M |
| Loan Loss Provision | 144.14M | 154.27M | 129.04M | 169.97M | 288.59M | 277.85M | 225.98M | 249.26M | 46.21M |
| Non-Interest Income | 372.91M | 448M | 443.06M | 492.21M | 883.23M | 769.95M | 631.32M | 685.6M | 630.83M |
| Non-Interest Income % | 87.87% | 81.25% | 78.8% | 81.6% | 90.62% | 87.32% | 75.02% | 75.94% | 75.95% |
| Total Revenue | 424.39M▲ 0% | 551.35M▲ 29.9% | 562.26M▲ 2.0% | 603.23M▲ 7.3% | 974.67M▲ 61.6% | 881.72M▼ 9.5% | 841.49M▼ 4.6% | 902.82M▲ 7.3% | 830.59M▼ 8.0% |
| Revenue Growth % | 31.91% | 29.92% | 1.98% | 7.29% | 61.58% | -9.54% | -4.56% | 7.29% | -8% |
| Non-Interest Expense | 174.96M | 199.75M | 197.03M | 191.61M | 290.95M | 313M | 285.26M | 287.74M | 477.12M |
| Efficiency Ratio | 41.23% | 36.23% | 35.04% | 31.76% | 29.85% | 35.5% | 33.9% | 31.87% | 57.44% |
| Operating Income | 58.03M▲ 0% | 113.1M▲ 94.9% | 124.71M▲ 10.3% | 144.32M▲ 15.7% | 325.49M▲ 125.5% | 197.46M▼ 39.3% | 151.48M▼ 23.3% | 182.49M▲ 20.5% | 144.88M▼ 20.6% |
| Operating Margin % | 13.67% | 20.51% | 22.18% | 23.92% | 33.39% | 22.39% | 18% | 20.21% | 17.44% |
| Operating Income Growth % | 14.21% | 94.88% | 10.27% | 15.72% | 125.53% | -39.33% | -23.28% | 20.47% | -20.61% |
| Pretax Income | 80.43M▲ 0% | 109.04M▲ 35.6% | 140.69M▲ 29.0% | 163.9M▲ 16.5% | 353.67M▲ 115.8% | 163.89M▼ 53.7% | 186.56M▲ 13.8% | 207.88M▲ 11.4% | 187.25M▼ 9.9% |
| Pretax Margin % | 18.95% | 19.78% | 25.02% | 27.17% | 36.29% | 18.59% | 22.17% | 23.03% | 22.54% |
| Income Tax | 40.49M | 32.96M | 35.18M | 43.94M | 90.83M | 57.26M | 45.09M | 55.42M | 51.26M |
| Effective Tax Rate % | 50.34% | 30.23% | 25% | 26.81% | 25.68% | 34.94% | 24.17% | 26.66% | 27.38% |
| Net Income | 37.01M▲ 0% | 75.53M▲ 104.1% | 95.65M▲ 26.6% | 79.96M▼ 16.4% | 208.13M▲ 160.3% | 117.54M▼ 43.5% | 130.62M▲ 11.1% | 121.75M▼ 6.8% | 138.4M▲ 13.7% |
| Net Margin % | 8.72% | 13.7% | 17.01% | 13.25% | 21.35% | 13.33% | 15.52% | 13.49% | 16.66% |
| Net Income Growth % | -23.69% | 104.07% | 26.64% | -16.41% | 160.3% | -43.53% | 11.13% | -6.79% | 13.68% |
| Net Income (Continuing) | 39.94M | 76.08M | 105.51M | 119.96M | 262.83M | 106.63M | 141.48M | 152.45M | 135.99M |
| EPS (Diluted) | 3.96▲ 0% | 8.86▲ 123.7% | 11.74▲ 32.5% | 10.02▼ 14.7% | 26.01▲ 159.6% | 15.50▼ 40.4% | 17.71▲ 14.3% | 16.89▼ 4.6% | 19.97▲ 18.2% |
| EPS Growth % | -36.13% | 123.74% | 32.51% | -14.65% | 159.58% | -40.41% | 14.26% | -4.63% | 18.24% |
| EPS (Basic) | 4.09 | 8.86 | 13.74 | 10.49 | 27.13 | 15.90 | 18.02 | 17.19 | 20.27 |
| Diluted Shares Outstanding | 7.25M | 8.53M | 8.15M | 7.98M | 8M | 7.58M | 7.38M | 7.21M | 6.93M |
Virtus Investment Partners, Inc. (VRTS) balance sheet — assets, liabilities & shareholders' equity
| Line item | Dec'17 | Dec'18 | Dec'19 | Dec'20 | Dec'21 | Dec'22 | Dec'23 | Dec'24 | Dec'25 |
|---|---|---|---|---|---|---|---|---|---|
| Cash & Short Term Investments | 233.47M | 253.72M | 321.47M | 333.49M | 585.54M | 588.53M | 340.33M | 399.58M | 477.17M |
| Cash & Due from Banks | 233.47M | 253.72M | 321.47M | 333.49M | 585.54M | 588.53M | 340.33M | 399.58M | 477.17M |
| Short Term Investments | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Total Investments | 1.71B | 1.83B | 2.11B | 2.4B | 2.24B | 2.28B | 2.2B | 2.37B | 2.77B |
| Investments Growth % | 193.33% | 7.2% | 15.54% | 13.48% | -6.77% | 1.99% | -3.4% | 7.81% | 16.67% |
| Long-Term Investments | 1.71B | 1.83B | 2.11B | 2.4B | 2.24B | 2.28B | 2.2B | 2.37B | 2.77B |
| Accounts Receivables | 65.65M | 70.05M | 74.13M | 84.5M | 123.87M | 99.27M | 109.08M | 117.21M | 102.73M |
| Goodwill & Intangibles | 472.11M | 629.18M | 600.76M | 570.63M | 838.98M | 791.36M | 829.22M | 775.33M | 724.51M |
| Goodwill | 170.15M | 290.37M | 290.37M | 290.37M | 338.41M | 348.84M | 397.1M | 397.1M | 397.1M |
| Intangible Assets | 301.95M | 338.81M | 310.39M | 280.26M | 500.57M | 442.52M | 432.12M | 378.23M | 327.41M |
| PP&E (Net) | 10.83M | 20.15M | 18.15M | 14.49M | 12.54M | 19.12M | 89.44M | 127.17M | 97.06M |
| Other Assets | 69.26M | 45.26M | 60.46M | 49.72M | 117.63M | 150.54M | 82.13M | 176.5M | 99.4M |
| Total Current Assets | 299.93M | 324.7M | 396.07M | 424.35M | 710.02M | 688.45M | 450.09M | 517.52M | 580.92M |
| Total Non-Current Assets | 2.29B | 2.55B | 2.81B | 3.04B | 3.22B | 3.26B | 3.23B | 3.48B | 3.71B |
| Total Assets | 2.59B▲ 0% | 2.87B▲ 10.8% | 3.2B▲ 11.6% | 3.47B▲ 8.2% | 3.93B▲ 13.5% | 3.95B▲ 0.5% | 3.68B▼ 6.9% | 3.99B▲ 8.6% | 4.29B▲ 7.4% |
| Asset Growth % | 214.27% | 10.8% | 11.64% | 8.19% | 13.48% | 0.48% | -6.94% | 8.59% | 7.43% |
| Return on Assets (ROA) | 2.17% | 2.77% | 3.15% | 2.4% | 5.62% | 2.98% | 3.42% | 3.17% | 3.34% |
| Accounts Payable | 29.61M | 27.93M | 23.31M | 25.36M | 48.5M | 33.2M | 56.05M | 49.49M | 54.52M |
| Total Debt | 1.71B | 1.95B | 2.11B | 2.39B | 2.3B | 2.34B | 2.25B | 2.47B | 2.84B |
| Net Debt | 1.47B | 1.7B | 1.79B | 2.06B | 1.71B | 1.75B | 1.91B | 2.07B | 2.37B |
| Long-Term Debt | 1.71B | 1.62B | 1.83B | 2.39B | 2.3B | 2.34B | 2.18B | 2.4B | 2.75B |
| Short-Term Debt | 0 | 329.18M | 277.84M | 0 | 0 | 0 | 0 | 0 | 0 |
| Other Liabilities | 126.55M | 20.01M | 40.51M | 158.63M | 410.24M | 398.03M | 305.1M | 303.94M | 257.67M |
| Total Current Liabilities | 149.09M | 528.92M | 579.49M | 80.2M | 248.39M | 279.91M | 146.57M | 207.53M | 152.74M |
| Total Non-Current Liabilities | 1.83B | 1.64B | 1.88B | 2.55B | 2.71B | 2.74B | 2.56B | 2.78B | 3.1B |
| Total Liabilities | 1.98B | 2.17B | 2.45B | 2.63B | 2.96B | 3.02B | 2.71B | 2.99B | 3.25B |
| Total Equity | 609.4M▲ 0% | 701.35M▲ 15.1% | 750.1M▲ 7.0% | 836.45M▲ 11.5% | 975.59M▲ 16.6% | 936.65M▼ 4.0% | 973.16M▲ 3.9% | 1.01B▲ 3.7% | 1.04B▲ 2.9% |
| Equity Growth % | 69.78% | 15.09% | 6.95% | 11.51% | 16.63% | -3.99% | 3.9% | 3.67% | 2.86% |
| Equity / Assets (Capital Ratio) | 23.52% | 24.43% | 23.41% | 24.13% | 24.8% | 23.7% | 26.45% | 25.26% | 24.18% |
| Return on Equity (ROE) | 7.64% | 11.52% | 13.18% | 10.08% | 22.97% | 12.29% | 13.68% | 12.28% | 13.52% |
| Book Value per Share | 84.09 | 82.25 | 92.05 | 104.87 | 121.90 | 123.54 | 131.95 | 139.93 | 149.77 |
| Tangible BV per Share | 18.95 | 8.46 | 18.33 | 33.33 | 17.07 | 19.16 | 19.52 | 32.40 | 45.21 |
| Common Stock | 105K | 106K | 107K | 118K | 119K | 120K | 122K | 122K | 123K |
| Additional Paid-in Capital | 1.22B | 1.21B | 1.2B | 1.3B | 1.28B | 1.29B | 1.3B | 1.32B | 1.34B |
| Retained Earnings | -386.22M | -310.87M | -215.22M | -135.26M | 60.96M | 130.26M | 207.36M | 268.22M | 340.9M |
| Accumulated OCI | -600K | -731K | 9K | 29K | 20K | -358K | -87K | -364K | 462K |
| Treasury Stock | -351.75M | -379.25M | -419.25M | -451.75M | -509.25M | -599.25M | -644.46M | -689.59M | -749.59M |
| Preferred Stock | 110.84M | 110.84M | 110.84M | 0 | 23K | 0 | 0 | 0 | 0 |
Virtus Investment Partners, Inc. (VRTS) cash flow — operating, investing & free cash flow history
| Line item | Dec'17 | Dec'18 | Dec'19 | Dec'20 | Dec'21 | Dec'22 | Dec'23 | Dec'24 | Dec'25 |
|---|---|---|---|---|---|---|---|---|---|
| Cash from Operations | -182.69M | -62.55M | -36.72M | -226.1M | 665.73M | 132.67M | 237.16M | 1.75M | -67.2M |
| Operating CF Growth % | -698.56% | 65.76% | 41.29% | -515.7% | 394.44% | -80.07% | 78.76% | -99.26% | -3929% |
| Net Income | 39.94M | 76.08M | 105.51M | 61.81M | 262.83M | 106.63M | 141.48M | 152.45M | 135.99M |
| Depreciation & Amortization | 18.33M | 33.43M | 39.64M | 38.85M | 50.77M | 64.22M | 68.44M | 69M | 63.62M |
| Deferred Taxes | 22.84M | 10.43M | 5.98M | 0 | -9.66M | -1.96M | 1.39M | 7.12M | 8.4M |
| Other Non-Cash Items | -294.8M | -205.67M | -205.71M | -338.55M | 293.85M | -57.24M | -13.33M | -243.26M | -300.24M |
| Working Capital Changes | 10.67M | 80K | -4.37M | -9.7M | 41.72M | -3.02M | 12.35M | -16.41M | 1.07M |
| Cash from Investing | -416.99M | -121.23M | 4.45M | 8.68M | -175.03M | -27.47M | -129.73M | -16.95M | -47.34M |
| Purchase of Investments | -21.43M | -20.19M | -1.02B | 0 | -1.17B | -948.34M | 0 | 0 | -1.49B |
| Sale/Maturity of Investments | 615.57M | 37.78M | 2.02M | 0 | 1.45B | 820.5M | 0 | 0 | 1.13B |
| Net Investment Activity | 594.13M | 17.6M | -1.01B | 0 | 285.98M | -127.84M | 0 | 0 | -357.15M |
| Acquisitions | -393.45M | -127M | 1.02B | 0 | -155.64M | -20.58M | -120.64M | 0 | 0 |
| Other Investing | -616.17M | -113K | 9.98M | 9.72M | -299.53M | 127.53M | -267K | -11.37M | 309.81M |
| Cash from Financing | 750.46M | 204.16M | 99.56M | 235.33M | -244.4M | -102.06M | -356.11M | 74.95M | 191.03M |
| Dividends Paid | -18.83M | -22.38M | -25.32M | -24.88M | -31.41M | -47.25M | -52.05M | -58.12M | -64.6M |
| Share Repurchases | -7.5M | -27.5M | -40M | -32.5M | -57.5M | -90M | -45M | -44.87M | -60M |
| Stock Issued | 109.49M | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Net Stock Activity | 101.98M | -27.5M | -40M | -32.5M | -57.5M | -90M | -45M | -44.87M | -60M |
| Debt Issuance (Net) | 1000K | 1000K | 1000K | 1000K | -1000K | 1000K | -1000K | 1000K | 1000K |
| Other Financing | -40.58M | -15.09M | 816K | -13.71M | -29.75M | -66.48M | -55.66M | -32.11M | -45.49M |
| Net Change in Cash | 150.78M▲ 0% | 20.37M▼ 86.5% | 67.28M▲ 230.2% | 17.91M▼ 73.4% | 246.3M▲ 1275.2% | 3.03M▼ 98.8% | -248.16M▼ 8279.5% | 59.3M▲ 123.9% | 77.88M▲ 31.3% |
| Exchange Rate Effect | 0 | 0 | 0 | 0 | 0 | -112K | 523K | -456K | 1.39M |
| Cash at Beginning | 82.69M | 234.28M | 254.66M | 321.94M | 339.85M | 586.14M | 589.18M | 341.01M | 400.31M |
| Cash at End | 233.47M | 254.66M | 321.94M | 339.85M | 586.14M | 589.18M | 341.01M | 400.31M | 478.19M |
| Interest Paid | 8.15M | 11.85M | 18.07M | 8.86M | 6.48M | 11.13M | 22.31M | 20.26M | 19.07M |
| Income Taxes Paid | 12.15M | 23.8M | 29.06M | 35.39M | 95.41M | 74.31M | 31.16M | 56.38M | 46.04M |
| Free Cash Flow | -184.2M▲ 0% | -74.27M▲ 59.7% | -44.28M▲ 40.4% | -227.15M▼ 413.0% | 659.89M▲ 390.5% | 126.09M▼ 80.9% | 228.34M▲ 81.1% | -3.82M▼ 101.7% | -74.09M▼ 1837.5% |
| FCF Growth % | -746.35% | 59.68% | 40.38% | -413% | 390.51% | -80.89% | 81.09% | -101.67% | -1837.47% |
Virtus Investment Partners, Inc. (VRTS) financial ratios — P/E, ROE, debt and 30+ core market and balance-sheet ratios
| Metric | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|---|---|---|
| Return on Equity (ROE) | 10.29% | 7.64% | 11.52% | 13.18% | 10.08% | 22.97% | 12.29% | 13.68% | 12.28% | 13.52% |
| Return on Assets (ROA) | 5.76% | 2.17% | 2.77% | 3.15% | 2.4% | 5.62% | 2.98% | 3.42% | 3.17% | 3.34% |
| Net Interest Margin | 1.23% | 0.16% | 0.67% | 0.24% | 0.39% | 0.55% | 0.46% | 0.85% | 0.85% | 0.87% |
| Efficiency Ratio | 42.05% | 41.23% | 36.23% | 35.04% | 31.76% | 29.85% | 35.5% | 33.9% | 31.87% | 57.44% |
| Equity / Assets | 43.54% | 23.52% | 24.43% | 23.41% | 24.13% | 24.8% | 23.7% | 26.45% | 25.26% | 24.18% |
| Book Value / Share | 45.89 | 84.09 | 82.25 | 92.05 | 104.87 | 121.9 | 123.54 | 131.95 | 139.93 | 149.77 |
| NII Growth | -26.88% | -58.39% | 351.74% | -59.62% | 77.21% | 59.35% | -15.78% | 70.96% | 7.95% | 10.27% |
| Dividend Payout | 28.4% | 33.99% | 18.59% | 17.75% | 28.52% | 15.09% | 40.2% | 39.85% | 47.74% | 46.68% |
Virtus Investment Partners, Inc. (VRTS) SEC filings — annual & quarterly reports (10-K, 10-Q)
Apr 17, 2026·SEC
Mar 2, 2026·SEC
Feb 6, 2026·SEC
Virtus Investment Partners, Inc. (VRTS) stock FAQ — growth, dividends, profitability & financials explained
Virtus Investment Partners, Inc. (VRTS) saw revenue decline by 8.0% over the past year.
Yes, Virtus Investment Partners, Inc. (VRTS) is profitable, generating $138.4M in net income for fiscal year 2025 (16.7% net margin).
Yes, Virtus Investment Partners, Inc. (VRTS) pays a dividend with a yield of 6.50%. This makes it attractive for income-focused investors.
Virtus Investment Partners, Inc. (VRTS) has a return on equity (ROE) of 13.5%. This is reasonable for most industries.
Virtus Investment Partners, Inc. (VRTS) has a net interest margin (NIM) of 0.9%. NIM has been under pressure due to interest rate environment.
Virtus Investment Partners, Inc. (VRTS) has an efficiency ratio of 57.4%. This is reasonable for a bank.
Virtus Investment Partners, Inc. (VRTS) financial analysis — history, returns, DCA and operating performance tools
Historical returns with dividends reinvested
Dollar cost averaging vs lump sum
Yield, growth, payout safety & DRIP
EPS trends, net income & profitability
Long-term charts & historical price data
Sales growth patterns & revenue breakdown
30 years of market, efficiency and balance-sheet ratios
DCF intrinsic value, peer multiples & estimates