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Virtus Investment Partners, Inc. VRTS R2K

Financial Services · Asset Management · United States
https://corporate.virtus.com
Company Profile ↓
$160.77
-16.27% 1Y
Mkt Cap$1.07B
P/E9.47
P/B1.10
Div. Yield6.33%
52W High$202.00
52W Low$123.32
Book Value$139.51
EPS (TTM)$16.97

Company Overview

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 1995 and is based in Hartford, Connecticut.

Why Investors Should Care

Reasonable Valuation

Trades at a P/E of 9.5, below the sector median of 13.3.

Dividend Income

Offers a dividend yield of 6.33%.

Positive Free Cash Flow

Generates positive free cash flow, funding growth and shareholder returns internally.

Recent Developments

  • Dec 2025 Revenue of $847.89M (-6.1% YoY); net profit $138.40M.
  • Trailing 12 Months Year-on-year growth — revenue -8.4%, earnings -74.1%.
  • 5-Year Trend Long-term compounding — revenue CAGR -1.3%, profit CAGR 5.6%.

Growth & Price Performance

Compounded Sales Growth

5 Years:-1.30%
1 Year:-8.40%

Compounded Profit Growth

5 Years:5.60%
1 Year:-74.10%

Stock Price Performance

1 Year:-16.27%
6 Months:-4.51%
3 Months:+17.43%
1 Month:+12.75%

Highlights auto-generated from reported financials and price data; not investment advice. Verify with official filings before acting.

Technical Snapshot Bullish
52-Week Range 48% of range
$123.32 $202.00
Trend Signals
  • Price vs 50-DMAAbove
  • Price vs 200-DMAAbove
  • RSI (14)66.42 · Neutral
Price Performance
1M+12.75%
3M+17.43%
6M-4.51%
1Y-16.27%
Valuation vs Sector

P/E of 9.47 is below the sector median of 13.30 — relatively cheaper than peers.

Auto-generated from price history and fundamentals; not investment advice.

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Price Chart

Robinhood TradingView

Fundamental Growth Charts

Interactive charts for Revenue, Net Income, EBITDA, Free Cash Flow, EPS, ROE, ROCE, Gross/Net/Operating Margin and more — switch metric and period using the dropdowns above. CAGR is computed across the displayed window (quarterly CAGR is annualised). Visual growth charts make it easy to spot multi-year compounding trends at a glance — far faster than reading raw numbers in a table.

PROS

  • Attractive dividend yield of 6.33%.
  • Generates positive free cash flow.

CONS

  • Revenue declined at -1.3% CAGR over 5 years.
  • In a downtrend (50-DMA below 200-DMA).

* The pros and cons are auto-generated from financial metrics.

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Valuation

Stock P/E
9.47
Industry PE
13.30
Forward P/E
6.28
PEG Ratio
0.56
Book Value
$139.51
Price to Book
1.10
P/S
1.23
EV/EBITDA
6.84
Dividend Yield
6.33%

Growth (CAGR)

Revenue 5Y
-1.30%
Profit 5Y
5.60%
Revenue (YoY)
-8.40%
Earnings (YoY)
-74.10%

Profitability & Returns

ROCE
8.45%
ROE
10.72%
ROA
2.26%
Profit Margin
14.01%
Op Margin
9.39%
Gross Margin
42.06%
EPS (Latest Qtr)
$1.05
EPS (TTM)
$16.97

Balance Sheet & Liquidity

Debt/Equity
0.48
Quick Ratio
2.96
Current Ratio
2.96
Debt
$533.38M
Total Assets
$4.56B
Current Assets
$378.84M
Working Capital
$428.18M

Ownership

Promoter Holding
6.59%
Chg in Prom Hold
-
FII / Inst Holding
90.21%
Chg in FII Hold
-0.04%

Financial Snapshot

Enterprise Value
$1.07B
Total Revenue (TTM)
$834.47M
EBITDA
$214.46M
Free Cash Flow
$61.52M
Operating Cash Flow
$-27.51M
Shares Outstanding
6.68M
Gross Margin
42.06%
Payout Ratio
54.80%

Peer comparison

Peer companies in the same sector (Financial Services).

#NameCMP $P/E Mkt CapDiv Yld % ROCE %ROE % Rev CAGR 5Y %Profit CAGR 5Y %
1 VRTS Virtus Investment Partners, Inc. R2K 160.77 9.47 $1.07B 6.33% 8.45% 10.72% -1.30% 5.60%
2 JPM JPMorgan Chase & Co. SPX 342.89 16.42 $918.78B 1.87% - 16.47% 5.35% 7.56%
3 BRK-B Berkshire Hathaway Inc. SPX 491.09 14.61 $686.70B 0.00% - 10.50% 4.18% 9.44%
4 V Visa Inc. SPX 356.02 31.01 $590.89B 0.83% 37.15% 60.35% 14.33% 13.04%
5 MA Mastercard Incorporated SPX 538.02 31.10 $471.86B 0.71% 60.19% - 12.29% 19.21%
6 BAC Bank of America Corporation SPX 60.62 15.04 $430.20B 2.00% - 10.64% 6.00% 3.49%
7 MS Morgan Stanley SPX 227.67 20.62 $359.10B 1.87% - 16.39% 3.76% 9.66%
8 GS The Goldman Sachs Group, Inc. SPX 1,140.00 20.83 $336.31B 1.69% - 14.55% - 2.21%
9 WFC Wells Fargo & Company SPX 85.29 13.18 $261.00B 2.11% - 12.03% 4.02% 15.98%
Financial Statements Quarterly Results · Profit & Loss · Balance Sheet · Cash Flows · Ratios

Quarterly Results

Figures in USD.

Metric Jun 2015Sep 2015Dec 2015Mar 2016Jun 2016Sep 2016Dec 2016Mar 2017Jun 2017Sep 2017Dec 2017Mar 2018Jun 2018Sep 2018Dec 2018Mar 2019Jun 2019Sep 2019Dec 2019Mar 2020Jun 2020Sep 2020Dec 2020Mar 2021Jun 2021Sep 2021Mar 2022Jun 2022Sep 2022Mar 2023Jun 2023Sep 2023Mar 2024Jun 2024Sep 2024Mar 2025Jun 2025Sep 2025Dec 2025Mar 2026
Revenue --------94.13M123.67M-129.03M132.93M152.21M-130.72M140.49M145.96M-144.57M132.89M154.79M-216.90M244.01M252.06M252.44M225.31M210.26M197.87M213.54M219.27M222.04M224.38M227.03M216.85M209.49M215.15M206.40M198.08M
Cost of Revenue -----------------------------------109.09M98.03M98.81M94.79M105.21M
Gross Profit -----------------------------------107.76M111.46M116.34M111.61M92.86M
Operating Expenses -----------------------------------71.16M69.27M68.59M71.00M74.14M
Operating Income 16.21M23.11M16.51M12.75M8.74M16.54M12.78M10.05M3.18M16.79M28.02M22.62M27.31M33.95M29.23M21.00M30.13M35.79M37.80M24.60M26.62M41.01M50.93M62.14M86.41M93.28M65.55M56.67M44.02M28.58M39.05M44.90M32.31M44.20M55.26M36.59M42.20M47.75M40.62M18.73M
EBITDA -----------------------------------95.64M108.98M99.24M109.39M71.82M
Interest Expense -----------------------------------39.12M38.06M38.61M46.59M40.85M
Pretax Income -----------------------------------40.40M55.15M44.45M47.25M13.30M
Tax Provision -----------------------------------12.35M12.40M13.11M13.40M7.15M
Net Income ---12.36M8.09M15.62M-13.03M-305.00K18.79M-23.30M23.07M27.00M-21.75M26.93M24.09M--4.29M11.28M29.65M-------------28.65M42.37M31.93M35.45M7.12M
Diluted EPS 1.08-0.070.761.450.971.991.871.62-0.342.210.462.772.753.190.012.613.262.952.83-0.581.433.715.404.547.867.364.222.294.255.214.104.194.102.435.714.056.124.655.171.05

Profit & Loss (Annual)

Figures in USD.

Metric Dec 2009Dec 2010Dec 2011Dec 2012Dec 2013Dec 2014Dec 2015Dec 2016Dec 2017Dec 2018Dec 2019Dec 2020Dec 2021Dec 2022Dec 2023Dec 2024Dec 2025
Revenue 117.15M144.56M204.65M280.09M389.21M450.60M381.98M322.55M425.61M552.24M563.25M603.90M-881.72M841.49M902.82M847.89M
Cost of Revenue -------------371.26M404.74M432.59M400.72M
Gross Profit -------------510.46M436.74M470.23M447.17M
Operating Expenses -------------300.96M289.94M291.86M280.01M
Operating Income -6.62M9.27M13.90M60.45M113.50M130.72M80.38M50.81M58.03M113.10M124.71M143.16M-209.50M146.80M178.37M167.16M
EBITDA -------------325.85M435.38M460.20M413.25M
Interest Expense -------------93.41M178.77M183.32M162.38M
Pretax Income -------------163.89M186.56M207.88M187.25M
Tax Provision -------------57.26M45.09M55.42M51.26M
Net Income -6.48M9.64M145.42M37.77M77.13M96.97M35.11M48.50M37.01M75.53M95.65M79.96M-117.54M130.62M121.75M138.40M
Diluted EPS -1.760.8116.344.668.9210.513.926.203.968.8611.7410.02-15.5017.7116.8919.97

Balance Sheet (Annual)

Figures in USD.

Metric Dec 2008Dec 2009Dec 2010Dec 2011Dec 2012Dec 2013Dec 2014Dec 2015Dec 2016Dec 2017Dec 2018Dec 2019Dec 2020Dec 2021Dec 2022Dec 2023Dec 2024Dec 2025
Total Assets --148.91M286.38M332.75M644.95M698.77M859.73M824.39M2.59B2.87B3.20B3.47B-3.95B3.68B3.99B4.29B
Current Assets --------------688.45M450.09M517.52M580.92M
Cash & Equivalents 51.06M28.62M43.95M45.27M63.45M271.55M203.30M97.38M82.69M132.15M201.71M221.78M--588.53M340.33M399.58M477.17M
Inventory ------------------
Receivables --------------99.27M109.08M117.21M102.73M
Total Liabilities --64.72M68.01M85.11M109.90M112.35M276.41M465.45M1.98B2.17B2.45B2.63B-3.02B2.71B2.99B3.25B
Current Liabilities --34.16M46.66M62.41M---------279.91M146.57M207.53M152.74M
Long Term Debt --15.00M15.00M15.00M-------201.21M-2.34B2.18B2.40B2.75B
Total Debt --------------2.34B2.25B2.47B2.84B
Total Equity 36.63M29.73M48.27M183.16M244.47M492.93M563.54M509.62M321.67M588.56M629.91M675.70M711.14M-817.02M863.93M897.49M934.04M
Shares Outstanding --------------12.03M12.16M12.24M12.32M

Cash Flows (Annual)

Figures in USD.

Metric Dec 2009Dec 2010Dec 2011Dec 2012Dec 2013Dec 2014Dec 2015Dec 2016Dec 2017Dec 2018Dec 2019Dec 2020Dec 2021Dec 2022Dec 2023Dec 2024Dec 2025
Operating Cash Flow -11.65M22.14M23.65M39.82M28.84M-58.87M-209.43M20.92M-182.86M-62.55M-36.72M-226.10M-132.67M237.16M1.75M-67.20M
Investing Cash Flow -2.00M-1.86M-4.07M-5.17M-6.23M-8.18M-6.44M3.08M-416.99M-121.23M4.45M8.68M--27.47M-129.73M-16.95M-47.34M
Financing Cash Flow -8.79M-4.96M-18.26M-16.47M185.49M-1.19M109.95M-48.06M750.46M204.16M99.56M235.33M--102.06M-356.11M74.95M191.03M
Capital Expenditure ---743.00K-3.78M-2.01M-2.43M-4.68M-2.02M-1.51M-11.72M-7.55M-1.04M--6.58M-8.82M-5.58M-6.89M
Free Cash Flow --22.91M36.04M26.83M-61.30M-214.11M18.89M-184.37M-74.27M-44.28M-227.15M-126.09M228.34M-3.82M-74.09M
Net Change in Cash -------------3.15M-248.69M59.75M76.49M
Share Buybacks -924.00K7.87M8.94M19.70M40.26M80.00M233.76M7.50M27.50M40.00M32.50M57.50M90.00M45.00M44.87M60.00M
Dividends Paid ----08.18M16.05M13.77M---------

Ratios (Annual)

Figures in %.

Metric Dec 2009Dec 2010Dec 2011Dec 2012Dec 2013Dec 2014Dec 2015Dec 2016Dec 2017Dec 2018Dec 2019Dec 2020Dec 2021Dec 2022Dec 2023Dec 2024Dec 2025
Gross Margin % -------------57.9%51.9%52.1%52.7%
Operating Margin % -5.7%6.4%6.8%21.6%29.2%29.0%21.0%15.8%13.6%20.5%22.1%23.7%-23.8%17.4%19.8%19.7%
Net Margin % -5.5%6.7%71.1%13.5%19.8%21.5%9.2%15.0%8.7%13.7%17.0%13.2%-13.3%15.5%13.5%16.3%
ROE % -21.8%20.0%79.4%15.5%15.6%17.2%6.9%15.1%6.3%12.0%14.2%11.2%-14.4%15.1%13.6%14.8%
ROCE % -8.1%5.8%22.4%---------5.7%4.2%4.7%4.0%

Shareholding Pattern

Insiders
6.59%
Institutions
90.21%
Public Float
96.57%

Top Institutional Holders

#Holder% HeldSharesValue
1 Blackrock Inc. 14.96% 999.37K $153.95M
2 Vanguard Portfolio Management LLC 7.26% 484.89K $74.69M
3 State Street Corporation 6.57% 438.73K $67.58M
4 Victory Capital Management Inc. 4.76% 318.01K $48.99M
5 Dimensional Fund Advisors LP 4.57% 305.12K $47.00M
6 Vanguard Capital Management LLC 4.27% 285.55K $43.99M
7 Charles Schwab Investment Management, Inc. 3.87% 258.81K $39.87M
8 American Century Companies Inc 2.83% 188.81K $29.09M
9 Geode Capital Management, LLC 2.38% 159.22K $24.53M
10 AQR Capital Management, LLC 1.98% 132.27K $20.38M

Analyst View

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Latest News

Recent headlines for VRTS

Google News Mon, 29 Jun 2026

Virtus (VRTS) Moves 8.8% Higher: Will This Strength Last? - Yahoo Finance

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Google News Mon, 13 Jul 2026

Q2 2026: Virtus Investment Partners sets July 30 earnings release and call - Stock Titan

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Google News ue, 14 Jul 2026

Will Virtus’s June 2026 Asset Mix and ETF Inflows Reshape Virtus Investment Partners' (VRTS) Narrative? - simplywall.st

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Google News ue, 14 Jul 2026

VRTS Maintained by Barclays -- Price Target Raised to $141 - GuruFocus

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Google News Sun, 12 Jul 2026

Y Intercept Hong Kong Ltd Sells 6,666 Shares of Virtus Investment Partners, Inc. $VRTS - MarketBeat

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Google News Sat, 11 Jul 2026

Price to sales forward of Vertiqal Studios Corp – TSX:VRTS - TradingView

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VRTS — Frequently Asked Questions

What is the current share price of Virtus Investment Partners, Inc. (VRTS)?

As of 2026-07-14 21:23 PDT, Virtus Investment Partners, Inc. (VRTS) trades at $160.77 on NYSE. Its 52-week range is $123.32 to $202.00.

What is the market capitalisation of VRTS?

Virtus Investment Partners, Inc. (VRTS) has a market capitalisation of $1.07B on NYSE.

What is the P/E ratio of VRTS?

VRTS trades at a trailing price-to-earnings (P/E) ratio of 9.47. The industry average P/E is 13.30. Its price-to-book (P/B) ratio is 1.10.

Does VRTS pay a dividend?

Virtus Investment Partners, Inc. (VRTS) currently offers a dividend yield of 6.33%.

What is the return on equity (ROE) of VRTS?

VRTS has a return on equity (ROE) of 10.72%. Its return on capital employed (ROCE) is 8.45%.

Is VRTS a good stock to buy?

This page provides a data-driven analysis of Virtus Investment Partners, Inc. (VRTS), including valuation ratios, profitability, growth trends, auto-generated pros and cons, peer comparison and AI exposure. Review these fundamentals alongside your own research and risk tolerance. This is informational content, not investment advice.

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