Virtus Investment Partners, Inc. VRTS

130.58 0.76 0.59% as of 25 Sep
Market cap
$859.8M
P/E
7.3×
Growth Flags show if company had growth for consecutive years,
Insider Buys alert about insiders buying in the last 12 month

Insider Decisions

Total buys 0.52
Total sells 4.26
in millions of $
Nov 25 Feb 26 May 26 Aug 26
Buy — — — — — 1 — — — — — —
Sell — — 1 — 1 — — — 1 — 1 1
Insider Ownership 7.05%

Capital & Financial Ratios

Market Cap 859.76
Revenue 825.31
Net Income 115.95
Free Cash Flow (51.89)
Net Debt (2,596.63)
Current Ratio 10.54
Debt/Equity 0.44
P/E ratio 7.32
P/S ratio 1.06
P/B ratio 0.92
Past 5Y EPS Growth 9.52%
This Y EPS Growth (7.91%)
Next Y EPS Growth 4.53%
Next 5Y EPS Growth (1.57%)
in millions of $

Dividends

Payout Ratio 0.35
Annual Dividend Rate 7.60
Annual Dividend Yield 3.41%
total individual payouts
2028 Powerpack
2027 Powerpack
2026 9.87
2.40
2.40
2.40
2025 9.15
2.25
2.25
2.25
2.40
2024 7.95
1.90
1.90
1.90
2.25
2023 6.85
1.65
1.65
1.65
1.90
2022 6.15
1.50
1.50
1.50
1.65
2021 3.96
0.82
0.82
0.82
1.50
2020 2.83
0.67
0.67
0.67
0.82
2019 2.32
0.55
0.55
0.55
0.67
2018 1.90
0.45
0.45
0.45
0.55
2017 1.80
0.45
0.45
0.45
0.45
2016 1.80
0.45
0.45
0.45
0.45
predictions in italic, special payouts not included in total or ratios

Assets vs Liabilities

2023 2024 2025 Q'26
Cash 2,556 2,965 3,310 3,015
Receivables 109 117 103 102
Inventory — — — —
Other 43 174 — 25
2,709 3,082 3,412 3,141
2023 2024 2025 Q'26
Payables 56 49 55 52
ST’ Debt 253 — — —
Other — — — 152
257 274 252 298
in millions of $

Compound Annual Growth

10y 5y 3y
Sales 8.36% 7.15% (1.28%)
Cash Flow 0.00% 0.00% 0.00%
Earnings 14.70% 11.60% 5.60%
Book Value 6.26% 5.33% 4.34%

Revenue

Mar Jun Sep Dec Year
’26 200 201 — — —
’25 218 211 216 208 853
’24 222 224 227 233 907
’23 198 214 219 215 845
’22 252 225 210 198 886
’21 217 244 252 266 979
’20 145 133 155 172 604
in millions of $ · fiscal quarters ending in the months shown

Operating Cash Flow

Mar Jun Sep Dec Year
’26 36 57 — — —
’25 (4) 76 108 (247) (67)
’24 (35) 70 69 (103) 2
’23 (43) 145 128 7 237
’22 (82) 119 117 (22) 133
’21 150 89 184 242 666
’20 (252) (197) 69 154 (226)
in millions of $ · fiscal quarters ending in the months shown

Free Cash Flow

Mar Jun Sep Dec Year
’26 34 56 — — —
’25 (7) 74 107 (248) (74)
’24 (36) 69 69 (105) (4)
’23 (44) 144 124 5 228
’22 (84) 118 116 (23) 126
’21 148 87 184 241 660
’20 (253) (198) 69 154 (227)
in millions of $ · fiscal quarters ending in the months shown

EPS

Mar Jun Sep Dec Year
’26 1.05 6.68 — — —
’25 4.05 6.12 4.65 5.17 19.97
’24 4.10 2.43 5.71 4.66 16.89
’23 5.21 4.10 4.19 4.21 17.71
’22 4.22 2.29 4.25 4.77 15.50
’21 4.54 7.86 7.36 6.29 26.01
’20 (0.58) 1.43 3.71 5.40 10.02
fiscal quarters ending in the months shown

Target Price Range

Analyst price targets

Recommendation Rating

3.5
1Buy 2 3Hold 4 5Sell
2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028
66.12 97.60 70.00 70.00 55.37 200.94 141.80 165.00 190.42 142.18

Analyst estimates 2026–2028

Powerpack
Low Price
128.10 126.60 138.03 126.55 218.50 338.80 302.90 248.23 263.39 223.96
High Price
406 543 577 578 581 668 772 824 805 801
Employees
1 1 1 1 1 1 1 1 1 1
Revenue/Emp
323 426 552 563 604 979 886 845 907 853
Revenue
100.00% 100.00% 100.00% 100.00% 100.00% 100.00% 100.00% 100.00% 100.00% 100.00%
Gross Margin
70 80 109 141 164 354 164 187 208 187
EBT
21.64% 18.90% 19.75% 24.98% 27.14% 36.12% 18.49% 22.07% 22.92% 21.96%
EBT Margin
49 40 76 106 120 263 107 141 152 136
Net Income
12 26 37 43 50 60 74 72 74 67
Depreciation
42.17 60.69 76.98 80.89 79.25 127.64 119.93 116.60 128.06 124.89
Revenue/Sh
6.34 4.09 9.37 12.54 10.49 27.13 15.90 18.02 17.19 20.27
Earnings/Sh
2.74 (26.07) (8.72) (5.27) (29.67) 86.77 17.95 32.72 0.25 (9.84)
Cash Flow/Sh
(0.26) (0.22) (1.63) (1.08) (0.14) (0.76) (0.89) (1.22) (0.79) (1.01)
Capex/Sh
2.47 (26.29) (10.35) (6.36) (29.81) 86.01 17.06 31.50 (0.54) (10.85)
Free CF/Sh
42.06 86.30 89.75 98.56 94.61 109.05 111.34 119.78 127.31 136.89
Book Value/Sh
8 7 7 7 8 8 7 7 7 7
Shares
18.85 27.81 8.50 9.71 20.85 10.94 12.19 13.07 12.82 8.04
PE Ratio
2.88 1.89 1.03 1.50 2.74 2.33 1.62 2.02 1.72 1.31
PS Ratio
2.89 1.63 1.07 1.47 2.29 2.72 1.74 1.97 1.73 1.19
PB Ratio
0.90 (1.50) (1.70) (2.31) (1.10) 0.01 (1.05) (0.40) (1.01) (1.77)
EV/Sales
15.28 3.46 12.65 29.36 2.93 0.02 (7.41) (1.50) 239.89 20.41
EV/FCF
21 (183) (63) (37) (226) 666 133 237 2 (67)
Op' Cash Flow
(2) (2) (12) (8) (1) (6) (7) (9) (6) (7)
Capex
19 (184) (74) (44) (227) 660 126 228 (4) (74)
FCF
695 1,883 1,707 2,399 2,464 2,486 2,538 2,452 2,808 3,160
Working Cap'
30 248 655 288 418 568 569 507 232 390
Total Debt
(641) (1,692) (1,429) (2,147) (2,320) (2,267) (2,311) (2,050) (2,732) (2,920)
Net Debt
322 605 644 686 721 837 823 868 902 935
Sh' Equity
5.76% 1.68% 2.46% 2.87% 2.40% 5.62% 2.98% 3.42% 3.17% 3.34%
ROA
0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00%
ROIC
11.67% 7.03% 13.08% 15.75% 12.34% 26.73% 14.17% 15.45% 13.76% 15.07%
ROE
predictions in italic, sparklines do not include predictions

All 10 years →

Fiscal years to Dec 2025 · latest quarter Jun 2026

Virtus Investment Partners, Inc. (VRTS) key facts

  • Virtus Investment Partners, Inc. (VRTS) is an Asset Management company in the Financial sector, listed on the New York Stock Exchange.
  • Virtus Investment Partners, Inc.’s revenue for fiscal 2025 (year ended December 2025) was $852.9 million, down 5.96% from fiscal 2024.
  • As of September 25, 2026, VRTS traded at $130.58, a market capitalization of $859.8 million.
  • Virtus Investment Partners, Inc. pays an annual dividend of $7.60 per share, a yield of 3.41%, with a payout ratio of 35.3%.
  • Return on equity was 15.1% and debt-to-equity 0.44.

Source: company filings (standardised) and stockrow calculations.

Virtus Investment Partners, Inc. (VRTS) Latest News

News by impact score

Fine-tune

17 Sep

4

Virtus Investment Partners reports broad outflows. Uncertainty remains over whether expanding products can offset asset erosion. Broad outflows directly threaten assets under management and fee revenue at Virtus Investment Partners.

17 Aug

3

Virtus Investment Partners launches two new actively managed ETFs sub-advised by Zevenbergen. New ETF launches expand Virtus product offerings in core asset management business.

30 Jul

3 transcript

Virtus Investment Partners Inc (VRTS) highlighted strong institutional performance during its Q2 2026 earnings call. Strong institutional results from the earnings call may boost investor confidence and affect stock performance.

3

Virtus (VRTS) Q2 earnings featured key metrics on revenue, EPS, assets under management and related operational figures that reflect company performance. Q2 earnings metrics offer moderate insight into financial results without signaling major strategic or competitive changes.

3

Virtus Investment Partners missed Q2 earnings and revenue estimates. Q2 earnings and revenue miss may pressure near-term stock valuation without shifting core operations.

3

Virtus Investment Partners announced financial results for the second quarter of 2026. Quarterly earnings releases deliver performance data that can shift valuation and sentiment.

2 May

4

Virtus Investment Partners (VRTS) Q1 2026 earnings call highlights navigating growth amid operational challenges and strategic initiatives. Q1 2026 earnings highlights detail financial performance and growth strategies with potential to significantly alter VRTS trajectory and investor sentiment.

1 May

4 transcript

Virtus Investment Partners (VRTS) released Q1 2026 earnings call transcript detailing quarterly financial results, management discussion, and forward guidance. Q1 2026 earnings transcript discloses key financial metrics and strategic outlook directly influencing VRTS trajectory and investor sentiment.

4

Virtus Investment Partners (VRTS) Q1 earnings key metrics compared to analyst estimates. Q1 earnings versus estimates directly impact VRTS financial performance and investor sentiment.

3

Virtus Investment Partners, Inc. (VRTS) released Q1 2026 earnings call summary detailing financial results, assets under management growth, revenue figures, net income, and forward guidance amid market conditions. Quarterly earnings highlights and outlook moderately influence financial performance and investor sentiment.

3

Virtus Investment Partners (VRTS) Q1 earnings lagged analyst estimates. Q1 earnings miss affects short-term financial performance and market sentiment but remains limited to one quarter.

3

Virtus Investment Partners, Inc. (VRTS) announced financial results for the first quarter of 2026. Quarterly financial results affect key financial performance metrics and market sentiment for VRTS.

24 Apr

3

Analysts expect Virtus Investment Partners (VRTS) to report declining earnings, with key factors to watch including revenue trends, expense management, and asset flows amid market challenges. Forecasted earnings decline targets core financial performance, likely causing moderate shifts in investor sentiment and stock trajectory.

22 Apr

4

Virtus Investment Partners, Inc. (VRTS) introduces the Virtus Silvant Small/Mid Growth ETF, a new exchange-traded fund targeting small- and mid-cap growth stocks. Launching a new targeted ETF expands Virtus's product lineup and could significantly increase assets under management.

15 Apr

4

Virtus Investment Partners, Inc. (VRTS) launched the Virtus Duff & Phelps Real Estate Income ETF, expanding its lineup with a fund targeting real estate income opportunities. Launching a new specialized ETF expands product offerings, potentially boosting assets under management and revenue for Virtus.

1 Apr

4

Carlyle Group to acquire majority stake in MAI Capital Management to expand its wealth platform, partnering with Virtus Investment Partners (VRTS) in a deal valuing the transaction at around $1.2 billion. Carlyle's majority stake acquisition in MAI significantly enhances VRTS's wealth management capabilities and market positioning.

4

Carlyle Group to acquire majority stake in MAI, expanding its wealth management platform amid ties to Virtus Investment Partners (VRTS). Carlyle's majority stake in MAI drives major strategic growth in Virtus's wealth platform and competitive positioning.

25 Mar

4

Vertiqal Studios issued a notice of default to Virtus Investment Partners, Inc. (VRTS), as per corrected source release. Notice of default indicates potential financial obligations breach, significantly threatening VRTS's stability and stock performance.

24 Mar

4

Vertiqal Studios issued a notice of default related to Virtus Investment Partners, Inc. (VRTS). Notice of default signals potential financial or contractual breach, posing significant risk to VRTS's stability and stock performance.

2 Mar

4

Virtus Investment Partners, Inc. (VRTS) closed its investment in Keystone National Group, enhancing its platform with specialized wealth management and RIA services. Closing the investment in Keystone National Group enables strategic expansion of Virtus's asset management capabilities and market reach.

12 Feb

3

Virtus Investment Partners, Inc. (VRTS) has declared a dividend payment of $2.40 to its investors, reflecting the company's ongoing commitment to returning value to shareholders. This payment is part of the firm's strategy to enhance investor confidence and maintain a strong financial position in the market. The dividend payment indicates a stable financial performance, which may positively influence investor sentiment but is not expected to significantly alter the company's overall trajectory.

11 Feb

3

Virtus Investment Partners, Inc. reported preliminary assets under management (AUM) of $166.5 billion as of January 31, 2026. This figure reflects a decrease from $168.3 billion at the end of December 2025, primarily attributed to market depreciation and net outflows. The company continues to focus on strategic initiatives to enhance its investment offerings and client services. The decrease in AUM due to market conditions and outflows may moderately influence financial performance and investor sentiment.

6 Feb

4

Virtus Investment Partners, Inc. (VRTS) reported its Q4 2025 earnings, highlighting strategic expansions and initiatives aimed at enhancing growth and market presence. The company emphasized its commitment to innovation and adapting to market dynamics, which are expected to drive future performance. Key financial metrics were discussed, showcasing a positive trajectory despite market challenges. Management outlined plans for further investments and partnerships to bolster their competitive positioning. Strategic expansions and initiatives are likely to significantly impact future performance and investor sentiment.

4 transcript

Virtus Investment Partners, Inc. (VRTS) reported its Q4 2025 earnings, highlighting key financial metrics and strategic initiatives. The company demonstrated growth in assets under management and outlined plans for future investments. Management emphasized their commitment to enhancing shareholder value through innovative product offerings and operational efficiencies. The earnings call provided insights into market conditions and the company's positioning within the investment landscape. Significant strategic initiatives and growth in assets under management are likely to impact future performance and investor sentiment.

4

Virtus Investment Partners, Inc. (VRTS) reported Q4 earnings that exceeded analysts' expectations, showcasing strong financial performance. The company highlighted growth in assets under management and effective cost management strategies. This positive earnings report reflects the firm's resilience in a challenging market environment and positions it favorably for future growth. Strong earnings performance and growth in assets under management indicate significant potential for future market positioning and investor sentiment.

4

Virtus Investment Partners, Inc. (VRTS) reported its Q4 earnings, showcasing a notable performance with increased revenue and assets under management. The company highlighted strategic initiatives that contributed to its growth, alongside a positive outlook for the upcoming quarters. Key metrics indicated a solid financial position, reflecting effective management and market positioning. The earnings report indicates significant growth and strategic initiatives that could alter the company's trajectory and investor sentiment.

4

Virtus Investment Partners, Inc. (VRTS) reported its financial results for the fourth quarter of 2025, highlighting significant growth in assets under management and an increase in revenue compared to the previous quarter. The company attributed this growth to strong investment performance and strategic acquisitions. Additionally, VRTS announced plans for future investments aimed at expanding its product offerings and enhancing client services. The results reflect a positive outlook for the company as it navigates market challenges. The financial results indicate significant growth and strategic plans that could alter the company's trajectory and investor sentiment.

3

Virtus Investment Partners, Inc. (VRTS) reported its Q4 earnings, revealing key metrics that compared favorably to analysts' estimates. The company's performance highlighted growth in assets under management and an increase in revenue, contributing to a positive outlook for future quarters. Analysts noted the strength in investment strategies and client acquisition efforts as significant factors in the earnings report. The earnings report indicates moderate growth and positive trends that may influence financial performance but are balanced by other market factors.

3 Feb

4

Virtus Investment Partners, Inc. (VRTS) is highlighted among three asset management stocks expected to exceed earnings estimates in the fourth quarter. Analysts predict strong performance driven by favorable market conditions and strategic initiatives. The company is positioned well to capitalize on growth opportunities, potentially enhancing investor confidence and market sentiment. Strong earnings expectations indicate significant potential for improved financial performance and investor sentiment.

25 Jan

3

Virtus Investment Partners, Inc. (VRTS) has experienced a decline in share price, raising questions about its value proposition. Analysts are evaluating the company's fundamentals and market conditions to determine if the current price represents a buying opportunity. Factors such as recent performance metrics, market trends, and competitive positioning are being considered in assessing the potential for recovery and growth. Current share price weakness may influence investor sentiment and financial performance but is not expected to fundamentally alter the company's trajectory.

stockrow.com/VRTS · Data as of Jun 30, 2026 · For information only; not investment advice. · © 2026 stockrow.com