Virtus Investment/$VRTS
1D1W1M3M6MYTD1Y5YMAX
Capital at risk
About Virtus Investment
Virtus Investment Partners Inc provides investment management and related services to institutions and individuals. It uses a multi-manager, multi-style approach, offering investment strategies from investment managers, each having its distinct investment style, autonomous investment process, and individual brand, as well as from select unaffiliated managers for certain funds. Through its multi-manager model, the group provides investment managers with distribution, business, and operational support. The Company operates in one business segment, namely as an asset manager providing investment management and related services for individual and institutional clients.
- Ticker
- $VRTS
- Sector
- Finance
- Primary listing
- NYSE
- Employees
- 801
- Headquarters
- Hartford, United States
- Website
- corporate.virtus.com
VRTS Metrics
BasicAdvanced
$783M
6.74
$17.55
1.33
$9.60
8.12%
Price and volume
Market cap
$783M
Beta
1.33
52-week high
$175.66
52-week low
$116.71
Average daily volume
150K
Dividend rate
$9.60
Financial strength
Current ratio
2.659
Quick ratio
2.651
Long term debt to equity
0.445
Total debt to equity
0.48
Dividend payout ratio (TTM)
54.91%
Interest coverage (TTM)
0.79%
Profitability
EBITDA (TTM)
197.905
Gross margin (TTM)
41.08%
Net profit margin (TTM)
14.52%
Operating margin (TTM)
15.85%
Effective tax rate (TTM)
26.62%
Revenue per employee (TTM)
$1,030,000
Management effectiveness
Return on assets (TTM)
1.99%
Return on equity (TTM)
10.67%
Valuation
Price to earnings (TTM)
6.738
Price to revenue (TTM)
0.962
Price to book
0.83
Price to tangible book (TTM)
-2.66
Price to free cash flow (TTM)
-15.302
Free cash flow yield (TTM)
-6.54%
Free cash flow per share (TTM)
-7.726
Dividend yield (TTM)
8.12%
Forward dividend yield
8.12%
Growth
Revenue change (TTM)
-7.16%
Earnings per share change (TTM)
-14.53%
3-year revenue growth (CAGR)
0.21%
10-year revenue growth (CAGR)
9.31%
3-year earnings per share growth (CAGR)
-1.42%
10-year earnings per share growth (CAGR)
19.04%
3-year dividend per share growth (CAGR)
13.30%
10-year dividend per share growth (CAGR)
18.22%
What the Analysts think about VRTS
Analyst ratings (Buy, Hold, Sell) for Virtus Investment stock.
Analyst projections of the future price of Virtus Investment stock.
Bulls say / Bears say
Net outflows narrowed to $5.6 billion in Q2 from $8.4 billion in Q1, while institutional outflows eased to $0.7 billion from $3.2 billion. This offers an early sign that sales and redemptions may be stabilising. (Virtus Investment Partners)
ETFs attracted $0.3 billion of net inflows in Q2, and management said the business generated $2 billion of net inflows over the past year. New actively managed products are also widening the platform. (Virtus Investment Partners, StockAnalysis)
Outside quality-oriented equities, Virtus reported positive Q2 flows in fixed income, alternatives and multi-asset strategies. It also said 80% of its fixed-income strategies and 67% of its alternatives beat benchmarks over three years, offering strengths beyond its pressured equity business. (StockAnalysis)
The outflow problem remains severe: AUM fell to $141.4 billion at September-end from $152.2 billion in June, with outflows across retail, institutional and fund channels. Virtus also disclosed that a $7 billion institutional mandate would end in October, adding another known loss of assets. (Virtus Investment Partners)
Lower average AUM is already weighing on results: Q2 revenue fell 4.4% year on year and operating income fell 39.6%. The company attributed the pressure partly to lower average AUM, while Keystone acquisition-related amortisation added costs. (SEC)
Equity investment performance remains a risk: only 10% of equity AUM beat benchmarks over one year and 25% did so over ten years at June 2026. That record may make it harder to retain clients in the quality-oriented strategies behind many withdrawals. (Investing.com)
Data summarised monthly by Lightyear AI. Last updated on 30 Oct 2026.
VRTS Financial Performance
Revenues and expenses
VRTS Earnings Performance
Company profitability
Upcoming events
VRTS News
AllArticlesVideos
Virtus Investment Partners Reschedules Third Quarter 2026 Financial Results to Monday, November 9
Business Wire3 days ago
Virtus Investment Partners to Announce Third Quarter 2026 Financial Results on Friday, October 30
Business Wire3 weeks ago
Virtus Investment Partners Reports Preliminary August 31, 2026 Assets Under Management
Business Wire2 months ago
Funds containing VRTS
Fund name | Fund size | $VRTS weighting |
|---|---|---|
SPDR S&P Global Dividend Aristocrats£GBDV | $1.8B | 0.86% |
SPDR S&P Global Dividend Aristocrats$GLDV | $1.8B | 0.86% |
iShares S&P SmallCap 600$IDP6 | $3.2B | 0.04% |
iShares S&P Small Cap 600£ISP6 | $3.2B | 0.04% |
SPDR MSCI USA Small Cap Value Weighted$USSC | $1.1B | 0.03% |
Data displayed above is indicative only and its accuracy or completeness is not guaranteed. Actual execution price may vary. Past performance is not indicative of future results. Your return may be affected by currency fluctuations and applicable fees and charges. Capital at risk.
Real-time US market data is sourced from the IEX order book provided by Polygon. After-hours US market data is 15 minutes delayed and may differ significantly from the actual tradable price at market open.