VRTS
Virtus Investment Partners, Inc.
$152.61
-5.04
(-3.20%)
Mkt Cap
1.02B
Volume
117,137
52W Range
121.61-203.61
Sector
Financial Services
Beta
1.33
EPS (TTM)
17.83 USD
P/E Ratio
8.56
Revenue (TTM)
757.51M USD
Rev Growth (5Y)
+6.6%
EPS Growth (5Y)
+14.1%
AlphaVal · Fair Value
What we estimate one share is worth
$460.46
Undervalued
strong signal
66.9% below fair value
Modeled from cash flows & growth.
AlphaQuality · Ungradable
AlphaQuality does not grade asset managers/brokers/exchanges — AUM flows, fee compression, and performance economics aren't captured by this model.
Company Description
Virtus Investment Partners, Inc., a publicly traded investment management firm, caters to both individual and institutional clients. The company develops tailored equity and fixed-income portfolios, alongside offering a diverse range of mutual funds encompassing equity, fixed-income, and balanced strategies, as well as exchange-traded funds. It strategically deploys capital across public equity, fixed-income, and real estate markets. Investment decisions are guided by a multi-manager framework, rigorous quantitative analysis, and proprietary in-house research. The performance of its portfolios is measured against the S&P 500 Index. Established in 1988, Virtus Investment Partners, Inc. maintains its corporate headquarters in Hartford, Connecticut.
Track Record
Showing latest 4 periods • Swipe for more
| Metric | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | 830.59M | 902.82M | 841.49M | 881.72M | 974.67M | 603.23M | 562.26M | 551.35M | 424.39M | 321.74M | 380.18M | 448.63M |
| Net Income | 138.40M | 121.75M | 130.62M | 117.54M | 208.13M | 79.96M | 95.65M | 75.53M | 37.01M | 48.50M | 35.11M | 97.70M |
| EPS | 20.27 | 17.19 | 18.02 | 15.90 | 27.13 | 10.49 | 13.74 | 8.86 | 4.09 | 6.34 | 3.99 | 10.75 |
| Free Cash Flow | (74.09M) | (3.82M) | 228.34M | 126.09M | 659.89M | (227.15M) | (44.28M) | (74.27M) | (184.20M) | 28.50M | (214.11M) | (61.30M) |
| FCF / Share | -10.85 | -0.54 | 31.50 | 17.06 | 86.01 | -29.81 | -5.43 | -8.71 | -26.27 | 3.73 | -24.34 | -6.74 |
| Operating CF | (67.20M) | 1.75M | 237.16M | 132.67M | 665.73M | (226.10M) | (36.72M) | (62.55M) | (182.69M) | 30.52M | (209.43M) | (58.87M) |
| Total Assets | 4.29B | 3.99B | 3.68B | 3.95B | 3.93B | 3.47B | 3.20B | 2.87B | 2.59B | 824.39M | 859.73M | 698.77M |
| Total Debt | 2.84B | 2.47B | 2.25B | 2.34B | 2.30B | 2.39B | 2.11B | 1.95B | 1.71B | 358.76M | 152.60M | 0 |
| Cash & Equiv | 477.17M | 399.58M | 340.33M | 588.53M | 585.54M | 333.49M | 321.47M | 253.72M | 233.47M | 82.69M | 97.38M | 203.30M |
| Book Value | 934.04M | 897.49M | 863.93M | 817.02M | 828.30M | 711.14M | 675.70M | 629.91M | 588.56M | 321.67M | 509.62M | 563.54M |
| Return on Equity | 0.15 | 0.14 | 0.15 | 0.14 | 0.25 | 0.11 | 0.14 | 0.12 | 0.06 | 0.15 | 0.07 | 0.17 |
| Metric | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | 167.23M | 186.04M | 189.09M | 215.15M | 209.49M | 216.85M | 232.41M | 225.97M | 223.37M | 221.07M | 213.87M | 218.27M |
| Net Income | 44.61M | 7.12M | 35.45M | 31.93M | 42.37M | 28.65M | 33.29M | 40.98M | 17.61M | 29.86M | 30.83M | 30.91M |
| EPS | 6.78 | 1.07 | 5.25 | 4.73 | 6.17 | 4.12 | 4.75 | 5.80 | 2.47 | 4.19 | 4.30 | 4.26 |
| Free Cash Flow | 56.09M | 33.54M | (241.50M) | 106.86M | 74.21M | (6.77M) | (104.73M) | 68.73M | 68.63M | (36.45M) | 4.93M | 123.86M |
| FCF / Share | 8.40 | 5.01 | -35.77 | 15.82 | 10.75 | -0.97 | -14.94 | 9.72 | 9.63 | -5.12 | 0.69 | 17.07 |
| Operating CF | 57.42M | 35.90M | (247.44M) | 108.28M | 75.76M | (3.79M) | (102.81M) | 69.14M | 69.95M | (34.53M) | 7.32M | 127.75M |
| Total Assets | 4.54B | 4.56B | 4.29B | 3.91B | 3.70B | 3.69B | 3.99B | 3.60B | 3.65B | 3.55B | 3.68B | 3.77B |
| Total Debt | 2.82B | 2.85B | 2.84B | 2.52B | 2.35B | 2.34B | 2.47B | 2.18B | 2.24B | 2.18B | 2.25B | 2.22B |
| Cash & Equiv | 285.85M | 136.64M | 477.17M | 461.33M | 242.71M | 218.85M | 399.58M | 310.49M | 349.74M | 246.91M | 340.33M | 405.15M |
| Book Value | 945.28M | 917.40M | 934.04M | 918.70M | 896.40M | 893.72M | 897.49M | 889.05M | 868.67M | 871.65M | 863.93M | 862.10M |
| Return on Equity | 0.05 | 0.01 | 0.04 | 0.03 | 0.05 | 0.03 | 0.04 | 0.05 | 0.02 | 0.03 | 0.04 | 0.04 |
VRTS News
Hsbc Holdings PLC Buys New Stake in Virtus Investment Partners, Inc. $VRTS
Deutsche Bank AG Takes $1.03 Million Position in Virtus Investment Partners, Inc. $VRTS
Virtus Investment Partners Announces Appointment of Board Member
Virtus Investment Partners Increases Quarterly Common Stock Dividend to $2.45 Per Share
Virtus Introduces Two Actively Managed ETFs from Zevenbergen
Vertiqal Studios Reports Second Quarter 2026 Results with Revenue Up 13% Year over Year, and Announces Changes to Its Board of Directors
Virtus Investment Partners Reports Preliminary July 31, 2026 Assets Under Management
Virtus Investment Partners Reports Preliminary July 31, 2026 Assets Under Management
3 Ultra-High-Yield Stocks Wall Street Forgot to Mention for August
Virtus Investment Partners, Inc. (VRTS) Q2 2026 Earnings Call Transcript