Virtus Investment Partners, Inc
VRTS
Positions held
Your positionsVRTS isn't in your positions.
Add it to see shares, cost, and P&L here.
Bull / bear case
Site-generated summary from fundamentals, news, and score — not investment advice. As of 2026-10-08.
- Virtus Investment Partners has a strong profit margin of 14.5%, indicating effective cost management and operational efficiency in the asset management sector.
- Revenue increased by 1% from the prior quarter, reaching $200 million.
- Gross margin improved to 48.8%, up from 46.9% in the previous quarter.
- The company's revenue growth is currently negative at -4.4%, reflecting challenges in the asset management industry cycle.
- The trailing P/E ratio stands at 7.53, suggesting the stock may be undervalued but also reflects market skepticism.
- The score indicates a 'Sell' signal with a score of -6.00, highlighting negative market sentiment and technical indicators.
Fundamentals
| Market cap | $871.48M | Enterprise value | $1.30B | Trailing P/E | 7.51 | Forward P/E | 5.46 |
| PEG | 0.56 | Price / book | 0.96 | Beta | 1.39 | Dividend yield | 7.45% |
| Revenue growth | -4.4% | Earnings growth | 9.2% | Gross margin | 41.1% | Operating margin | 11.8% |
| Profit margin | 14.5% | ROE | 10.7% | ROA | 2.0% | Debt / equity | 0.45 |
| Current ratio | 2.66 | Free cash flow | $56.29M | Analyst recommendation | hold | Mean target | $145.50 |
| 52w high | $195.00 | 52w low | $121.61 |
Quarterly
| 2026-Q2 | 2026-Q1 | 2025-Q4 | 2025-Q3 | 2025-Q2 | |
|---|---|---|---|---|---|
| Revenue | $200M | $198M | $206M | $215M | $209M |
| Op margin | 11.9% | 9.5% | 19.7% | 22.2% | 20.1% |
| Net income | $45.3M | $7.1M | $35.5M | $31.9M | $42.4M |
| Gross margin | 48.8% | 46.9% | 54.1% | 54.1% | 53.2% |
| Gross profit | $97.5M | $92.9M | $112M | $116M | $111M |
| Operating income | $23.7M | $18.7M | $40.6M | $47.8M | $42.2M |
- Revenue +1% vs prior quarter ($200M vs $198M).
- Gross margin 48.8% (was 46.9% prior quarter).
- Operating margin expanded to 11.9%.
Yearly (6y)
| 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|
| Revenue | $848M | $903M | $841M | $882M | — |
| Op margin | 19.7% | 19.8% | 17.4% | 23.8% | — |
| Net income | $138M | $122M | $131M | $118M | — |
| Gross margin | 52.7% | 52.1% | 51.9% | 57.9% | — |
| Gross profit | $447M | $470M | $437M | $510M | — |
| Operating income | $167M | $178M | $147M | $209M | — |
No flags
• No distress or material-risk keywords in recent headlines (keyword scan only — not a guarantee).
News
2026-09-28 · Can Market Momentum Keep Cohen & Steers (CNS) Ahead of the Curve?
2026-09-17 · Virtus Investment Partners (VRTS) Reports Broad Outflows. Can Growing Products Offset the Erosion?
2026-09-11 · Virtus Investment Partners Reports Lower AUM in August
2026-09-11 · Virtus Investment Partners Reports Preliminary August 31, 2026 Assets Under Management
2026-08-20 · Virtus Investment Partners Announces Appointment of Board Member
2026-08-20 · Virtus Investment Partners Increases Quarterly Common Stock Dividend to $2.45 Per Share
2026-08-18 · Top Analyst Sees the S&P 500 at 10,000. He Says He Can’t Find a Reason It Won’t Happen
2026-08-17 · Virtus Introduces Two Actively Managed ETFs from Zevenbergen
2026-08-12 · Virtus Investment Partners Reports Lower AUM in July
2026-08-12 · Virtus Investment Partners Reports Preliminary July 31, 2026 Assets Under Management
2026-08-10 · Virtus Closed-End Funds Announce Portfolio Management Refinements
Price (daily)
Full chart · RSI · MACD · patterns