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VRTSVirtus Investment Partners, Inc.
$127.35$851M
Overview & Tools
OverviewChart Terminal ↗Visualize
Valuation & Forecasts
Valuation ModelsEstimatesDCF Model
Price & Analyst Data
Analyst TargetsPrice History
Financial Statements
Income StatementBalance SheetCash FlowRatios & Margins
Performance
P/E HistoryRevenue HistoryEarnings HistoryDividend HistoryTotal Return
Discovery & Screens
Live BreakoutsStock ScreenerOwnership
VRTS logo

Virtus Investment Partners, Inc.

VRTS
NASDAQ · Asset Managers & Custodians
$127.35
At close - Nov 6, 4:00 PM EST - USD
Market Cap$851M
P/E7.3x
52W High$175.66
Volume244.47K
OverviewTerminalAnalysisFinancialsValuationEarningsBreakoutsOwnership
VCP Research Verdict2026Q2

Fee Decline and NII Spike Cloud Earnings Quality

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.

GrowthDecelerating
ProfitabilityStrained
ValuationAttractive
TechnicalsWeak
Explore valuation models
MARKET ACTION

VRTS price & volume

Price trend, volume and key moving averages

Launch Terminal
Loading chart...
Decision Checklist4 Core Signals

What matters now

The signals most likely to change the investment case.

01

Earnings momentum

5/12 Beats

EPS beat 5 of last 12 quarters

02

Valuation risk

-43% Peers

P/E is 43% below peer median

03

Market leadership

RS 40 · Lag

Laggard (Underperforming 60% of market)

04

Weak Trend

Below 200DMA

Price < 200DMA

Next CatalystConfirmed earnings · Nov 9

Market performance

Price History →

Trailing total returns as of 11/8/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).

YTD Return
VRTS-15.70%
S&P 500 (^GSPC)+7.63%
1-Year Return
VRTS-15.88%
S&P 500 (^GSPC)+9.69%
3-Year Return
VRTS-22.72%
S&P 500 (^GSPC)+70.88%
5-Year Return
VRTS-48.96%
S&P 500 (^GSPC)+58.68%
02

Test the fundamentals

Check whether operating performance supports the current valuation.

VALUATION & INTRINSIC VALUE

Valuation Scenarios

Valuation Analysis
Trailing P/E5Y Low
7.3x
Forward P/EExpansion
5.7x
EV/EBITDA100th %ile
18.1x
FCF YieldCash Flow
N/A

Valuation vs 5-Year History

Multiple Range
Metric
Current
5Y Median
Historical Range
Percentile
P/E
7.3x
12.4x
0th· Low
EV/EBITDA
18.1x
14.6x
100th· High
Price/FCF
N/A
7.8x
N/A
Current Multiple
5Y Median (50th %ile)

Intrinsic Value Scenarios

DCF Projection
Bear$263.54+106.9%
Base (Fair)$264.49+65.9%
Bull$353.28+177.4%
$263.54 Bear$264.49 Base$353.28 Bull
Current Market Price: $127.35
Trades at a 51.9% discount to Base DCF ($264.49)
Open DCF & Valuation Models →Chart Terminal ↗

Growth & profitability

Annual revenue & EPS trend
Revenue FY25
$668M-7.1% YoY
Net income FY25
$138M+13.7% YoY
Free cash flow FY25
-$74M-1837.5% YoY
Operating margin FY25
21.7%-3.7 pts YoY
ROIC (FY25)3%
Avg ROIC 5Y4.5%
ROE (TTM)11%
Piotroski Score5 / 9
Financial Statements →
03

Monitor what changed

Recent results and news deserve attention only when they alter the forward view.

OPERATING RESULTS

Recent Earnings

Earnings History
EPS Beat Rate5/12 (42%)
Revenue Beat Rate12/12 (100%)
QuarterEPS (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
Historical baseline: 12 quarters analyzedGAAP / Adjusted
MARKET COVERAGE

Latest News

4 Stories
Business Wire·Oct 28, 2026
Virtus Investment Partners Reschedules Third Quarter 2026 Financial Results to Monday, November 9

HARTFORD, Conn.--(BUSINESS WIRE)--Virtus Investment Partners, Inc. (NYSE: VRTS), which operates a multi-boutique asset management business, today announced that it has rescheduled the release of its financial results for the third quarter of 2026 to allow additional time to complete its quarter-end financial reporting process. The company will now release its results before the market opens on Monday, November 9, 2026. George R. Aylward, president and chief executive officer, and Michael A. Ang.

Zacks Investment Research·Oct 23, 2026
Earnings Preview: Virtus Investment Partners (VRTS) Q3 Earnings Expected to Decline

Virtus (VRTS) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

GuruFocus·Oct 19, 2026
Is Virtus Investment Partners Inc (VRTS) a Bargain After 4.2% Drop? GF Value Says Undervalued

On October 19, 2026, Virtus Investment Partners Inc (VRTS) shares fell 4.2% to close at $117.74. The stock has been under pressure, with a notable decline of 24

GuruFocus·Oct 13, 2026
Virtus Investment Partners Reports Preliminary September 30, 2026 Assets Under Management

[url="]Virtus Investment Partners, Inc.[/url] (NYSE: VRTS) today reported preliminary assets under management (AUM) of $141.4 billion and other fee earning asse

Filtered for Virtus Investment Partners, Inc.More Headlines
04

Compare before deciding

Benchmark VRTS against direct peers instead of judging its metrics in isolation.

Peers Comparison

Key metrics vs top competitors for Virtus Investment Partners, Inc. (VRTS)

Full Screener →
CompanyPriceMarket CapP/E RatioRev Growth (1Y)Net MarginROEDiv Yield
VRTS logoVRTSVirtus Investment Partners, Inc.Current
$127.35$850.97M7.26-7.13%17.36%11.02%7.32%
VCTR logoVCTRVictory Capital Holdings, Inc.
$119.24$7.46B16.3552.02%29.18%19.02%1.59%
CNNE logoCNNECannae Holdings, Inc.
$17.69$777.31M-4.94-6.39%-38.18%-15.57%3.05%
GROW logoGROWU.S. Global Investors, Inc.
$2.50$31.7M10.10-8.2%36.31%6.74%3.6%
HNNA logoHNNAHennessy Advisors, Inc.
$10.19$80.53M9.9221.46%26.77%8.31%5.27%
AMG logoAMGAffiliated Managers Group, Inc.
$362.96$9.59B11.4021.05%35.95%19.67%0.01%

Compare VRTS vs Peers

Virtus Investment Partners, Inc. (VRTS) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.

Closest Rival

vs VCTR

Most directly comparable listed peer for VRTS.

Scale Benchmark

vs BLK

Larger-name benchmark to compare VRTS against a more recognizable public peer.

Peer Set

Compare Top 5

vs VCTR, CNNE, GROW, HNNA

05

Keep researching

Verify the primary filings, follow material updates, and answer the remaining questions.

VRTS SEC Filings & Documents

Virtus Investment Partners, Inc. (VRTS) SEC filings — annual & quarterly reports (10-K, 10-Q)

8-K Announcements

6
Material company update

Aug 20, 2026·SEC

Material company update

Jul 30, 2026·SEC

Material company update

May 20, 2026·SEC

10-K Annual Reports

4
FY 2026

Feb 27, 2026·SEC

FY 2025

Feb 28, 2025·SEC

FY 2024

Feb 28, 2024·SEC

10-Q Quarterly Reports

6
FY 2026

Aug 7, 2026·SEC

FY 2026

May 8, 2026·SEC

FY 2025

Nov 7, 2025·SEC

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VRTS Frequently Asked Questions

Virtus Investment Partners, Inc. (VRTS) stock FAQ — growth, dividends, profitability & financials explained

Growth & Financials
How fast is Virtus Investment Partners, Inc. growing?

Virtus Investment Partners, Inc. (VRTS) revenue fell by 4.4% over the trailing twelve months, compared with the twelve months before.

Is VRTS profitable?

Yes. Virtus Investment Partners, Inc. (VRTS) earned $119.1M in net income over the trailing twelve months (a 17.4% net margin).

Dividend & Returns
Does VRTS pay dividends?

Yes. Virtus Investment Partners, Inc. (VRTS) pays a dividend that yields 7.32% at the current price, a high yield.

What is VRTS's return on equity?

Virtus Investment Partners, Inc. (VRTS) had a return on equity (ROE) of 11.0% over the trailing twelve months. That is in line with the market's typical 10-15%.

Industry Metrics
What is Virtus Investment Partners, Inc.'s net interest margin?

Virtus Investment Partners, Inc. (VRTS) has a net interest margin (NIM) of 0.9%. NIM has been under pressure due to interest rate environment.

What is Virtus Investment Partners, Inc.'s efficiency ratio?

Virtus Investment Partners, Inc. (VRTS) has an efficiency ratio of 71.4%. This is higher than peers, suggesting room for cost optimization.

What if you invested $1,000 in VRTS back in 1995?

Total return calculator · dividends reinvested · 31+ years of data

See returns →