Virtus Investment Partners faces a decelerating revenue trajectory, with total revenue down from $232.4M in Q4 2024 to $167.2M in Q2 2026, driven by a 31% decline in fee income. The Q2 2026 earnings beat (EPS $6.67) was flattered by a one-time NII surge to $98...
Price trend, volume and key moving averages
Trailing total returns as of 9/24/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q3 2026Latest Jul 30, 2026 | $5.54-9.0% vs $6.09 | $201M+8.8% vs $185M |
Q2 2026 May 1, 2026 | $5.38-3.2% vs $5.56 | $200M+11.2% vs $179M |
Q1 2026 Feb 6, 2026 | $6.50-1.2% vs $6.58 | $208M+7.1% vs $194M |
Q4 2025 Oct 24, 2025 | $6.69-0.3% vs $6.71 | $215M+10.3% vs $195M |
[url="]Virtus Investment Partners, Inc.[/url] (NYSE: VRTS) today reported preliminary assets under management (AUM) of $147.5 billion and other fee earning asse
HARTFORD, Conn.--(BUSINESS WIRE)--Virtus Investment Partners, Inc. (NYSE: VRTS) today reported preliminary assets under management (AUM) of $147.5 billion and other fee earning assets of $1.7 billion for total client assets of $149.2 billion as of August 31, 2026. The change in AUM from July 31, 2026, reflects net outflows in institutional accounts, retail separate accounts, U.S. retail funds, and global funds, partially offset by market performance and positive net flows in exchange-traded fun.
Hsbc Holdings PLC bought a new stake in Virtus Investment Partners, Inc. (NASDAQ: VRTS) in the undefined quarter, according to its most recent filing with the SEC. The fund bought 3,934 shares of the closed-end fund's stock, valued at approximately $572,000. Hsbc Holdings PLC owned 0.06% of Virtus Investment Partners at the end
Deutsche Bank AG bought a new position in shares of Virtus Investment Partners, Inc. (NASDAQ: VRTS) during the undefined quarter, according to its most recent filing with the Securities and Exchange Commission. The firm bought 7,147 shares of the closed-end fund's stock, valued at approximately $1,026,000. Deutsche Bank AG owned 0.11% of Virtus
Benchmark VRTS against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for Virtus Investment Partners, Inc. (VRTS)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $128.00 | $855.31M | 6.41 | -7.13% | 16.66% | 13.52% | 7.28% | |
| $106.31 | $6.65B | 26.06 | 52.02% | 29.56% | 19.29% | — | |
| $15.79 | $693.82M | -1.74 | -6.39% | -38.18% | -15.57% | — | |
| $174.99 | $473.29M | 9.77 | 4.48% | 30.89% | 27.03% | — | |
| $2.97 | $37.66M | -118.80 | -23.04% | 36.31% | 6.74% | — | |
| $10.37 | $81.95M | 8.17 | 21.46% | 24.78% | 8.31% | — |
Virtus Investment Partners, Inc. (VRTS) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Verify the primary filings, follow material updates, and answer the remaining questions.
Virtus Investment Partners, Inc. (VRTS) SEC filings — annual & quarterly reports (10-K, 10-Q)
Aug 20, 2026·SEC
Jul 30, 2026·SEC
May 20, 2026·SEC
Get notified when VRTS posts new earnings or crosses analyst targets
Free. No account needed. Unsubscribe any time.
Virtus Investment Partners, Inc. (VRTS) stock FAQ — growth, dividends, profitability & financials explained
Virtus Investment Partners, Inc. (VRTS) saw revenue decline by 7.1% over the past year.
Yes, Virtus Investment Partners, Inc. (VRTS) is profitable, generating $119.1M in net income for fiscal year 2025 (16.7% net margin).
Yes, Virtus Investment Partners, Inc. (VRTS) pays a dividend with a yield of 7.28%. 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.
