Virtus Investment Partners Inc.

VRTS | NYSE

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$129.85

+$4.85 (+3.88%)

At close: Sep 21, 2026, 4:02 PM ET

$130.51

+$0.66 (+0.51%)

After-hours: Sep 21, 2026, 6:23 PM ET

Overview Rating Statistics Financials Earnings Analysts Ownership Dividends Profile

Market Data

Market Cap $867.67M

Enterprise Value $867.67M

Beta 1.33

Average Volume 123.19K

Shares Outstanding (Diluted) 6.79M

Shares Change YoY -2.93%

Institutional Ownership 84.35%

Exchange NYSE

ISIN US92828Q1094

Price Performance

Price Change 1M -22.6%

Price Change 3M -8.5%

Price Change 6M -2.0%

Price Change YTD -20.1%

Price Change 1Y -32.1%

Price Change 3Y -35.4%

Price Change 5Y -59.9%

1M CAGR (ann.) -21.4%

1Y CAGR (ann.) -29.1%

5Y CAGR (ann.) -12.8%

All-Time CAGR 17.4%

Valuation

PE Ratio 7.40

Forward PE 5.09

PEG Ratio -0.50

Forward PEG 1.65

PS Ratio 1.15

Forward PS 1.20

PB Ratio 5,700.88

P/FCF Ratio -32.27

P/Adj. FCF Ratio -17.60

P/OCF Ratio -18.93

EV/Sales 1.15

EV/EBIT 3.95

EV/EBITDA 3.51

EV/FCF -32.27

Earnings Yield 13.5%

FCF Yield -3.1%

Adj. FCF Yield -5.7%

Financial Health

Net Debt $0

Total Debt $0

Cash & Short-Term Investments $0

Total Assets $152.2K

Current Ratio 2.42

Quick Ratio 2.42

Debt / Equity Ratio 2.99

Debt / EBITDA 0.00

Debt / FCF -0.00

OCF / Debt N/A

Interest Coverage 1.48

Altman Z-Score 11,531.67

Piotroski F-Score 6

Margins & Profitability

Gross Profit Margin 85.5%

Operating Profit Margin 14.0%

EBITDA Margin 32.7%

Net Profit Margin 15.7%

FCF Margin -3.5%

Adj. FCF Margin -6.5%

SBC / Revenue 3.5%

SBC Impact (per share) -83.4%

Returns

Return on Assets 2.6%

Return on Equity 12.8%

Return on Invested Capital 1.8%

Return on Capital Employed 2.4%

Return on Tangible Assets 3.6%

Historical Growth (CAGR)

Revenue CAGR 3Y -2.4%

Revenue CAGR 5Y -0.7%

Revenue CAGR 10Y 8.4%

EPS CAGR 3Y 1.0%

EPS CAGR 5Y -4.0%

EPS CAGR 10Y 18.9%

FCF CAGR 3Y -167.8%

FCF CAGR 5Y -63.3%

FCF CAGR 10Y 47.4%

Analyst Forecasts

Analyst Rating Hold

Analyst Count 11

EPS Growth Next 3Y N/A

Revenue Growth Next 3Y N/A

Earnings Date Oct 22, 2026

EPS Estimate (next Q) $6.20

EPS Growth Est (next Q) -7.3%

Revenue Est (next Q) $188.37M

Revenue Growth Est (next Q) -12.4%

Fair Value Estimates

Graham Number $260.85

Graham Upside 100.9%

Lynch Fair Value $87.70

Lynch Upside -32.5%

Price Target $145

Price Target Upside 11.7%

Cash Flow

Operating Cash Flow $-27.51M

Free Cash Flow $-26.89M

Adj. Free Cash Flow $-49.31M

FCF Per Share -$6.74

OCF Per Share -$6.86

OCF/S Ratio -6.1%

Income Statement

Revenue $757.51M

Gross Profit $647.61M

Operating Income $105.85M

EBITDA $247.55M

Net Income $119.11M

EPS (Diluted) $17.54

Revenue / Employee $945.7K

Profit / Employee $148.7K

Employees 801

Dividends

Annual Dividend $9.60

Dividend Yield 7.39%

Payout Ratio 54.7%

FCF Payout Ratio -243.1%

Adj. FCF Payout Ratio -132.5%

Dividend Growth (YoY) 6.7%

Pay Frequency Quarterly

Ex-Dividend Date Oct 29, 2026