Financial Services
Virtus Investment Partners, Inc.(VRTS)
Live Price
Offline$141.60
-0.88% today
1Y Change
-17.52%
Window
Jun 23, 2025 โ Jun 12, 2026
- Market Cap
- $930.00M
- Revenue Growth
- -8.0%
- EPS Growth
- +17.9%
- Dividend Yield
- 6.8%
Coverage: 245 bars ยท Jun 23, 2025 โ Jun 12, 2026
Research Briefing
A compact read on the setup, peer context, quarterly changes, and recent earnings reaction.
Research Snapshot
Virtus Investment Partners, Inc. (VRTS) is a Financial Services stock with a market cap of $930.00M and listed on NASDAQ. The stock last traded around $141.60 and down 17.5% across the available one-year price window (Jun 23, 2025 โ Jun 12, 2026). Baseline metrics include revenue growth of -8.0%, EPS growth of +17.9%, a dividend yield of 6.8%. What stands out right now is revenue -8.0%, EPS +17.9%, free cash flow -1837.5% with operating margin 14.2% and ROIC 2.0%. The dividend matters to the case here, with a current yield around 6.8%. Valuation is more restrained than many high-expectation growth names at P/E 8.0 and price/sales 1.2. Overall, the current profile looks closer to a income-oriented value setup than a generic broad-market placeholder. Stock Foundry combines VRTS price history, valuation, growth, dividend context, earnings, analyst forecasts, news, related Financial Services peers on this page.
Sector Context
How this name stacks up against nearby peers on first-pass metrics.
Revenue Growth
Below sector median
-8.0% vs +3.4% peer median
Operating Margin
Above sector median
+14.2% vs +4.7% peer median
What Changed This Quarter
Latest report context and the signals most likely to have changed the story.
Latest report is on the board
2026 was reported on Apr 24, 2026, but the surprise data is still limited.
The operating picture looks softer than before
Revenue is at -8.0% and EPS is at +17.9%, with operating margin around 14.2%.
Shareholder return is still part of the story
The stock is still offering a dividend yield around 6.8%, which matters if the thesis depends on income as much as growth.
Earnings Reaction Memory
How the stock has tended to move after recent reports.
Across the last 3 reported quarters, the stock averaged -2.9% over the next 5 trading days and finished higher after 0 of those reports.
View quarter-by-quarter reaction table
| Quarter | EPS ฮ | 1D | 5D | 20D |
|---|---|---|---|---|
2026 Apr 24, 2026 | โ | +1.2% | -5.0% | +0.3% |
2026 Feb 6, 2026 | -1.2% | -3.2% | -1.5% | -5.7% |
2025 Oct 24, 2025 | -0.3% | +2.9% | -2.1% | -4.9% |
Benchmark Comparison
Normalized Performance vs SPY
Compare this ticker against a broad index, growth benchmark, or sector ETF using a shared 1Y normalization window.
VRTS
โ
Normalized return
SPY
โ
S&P 500
Excess Return
โ
Relative to SPY
VRTS Max Drawdown
-41.39%
Trailing 1Y
SPY Max Drawdown
โ
Trailing 1Y
Calendar-Year Returns
Uses the longest available daily history for VRTS and SPY.
Company Overview
Virtus Investment Partners, Inc.
NASDAQ Global Select
Virtus Investment Partners, Inc. is a publicly owned investment manager. The firm primarily provides its services to individual and institutional clients. It launches separate client focused equity and fixed income portfolios. The firm launches equity, fixed income, and balanced mutual funds for its clients. It invests in the public equity, fixed income, and real estate markets. The firm also invests in exchange traded funds. It employs a multi manager approach for its products. The firm employs quantitative analysis to make its investments. It benchmarks the performance of its portfolios against the S&P 500 Index. The firm conducts in-house research to make its investments. Virtus Investment Partners, Inc. was founded in 1988 and is based in Hartford, Connecticut.
- Leadership
- Richard William Smirl
- IPO Date
- Jan 2, 2009
- Employees
- 805
- Street Address
- One Financial Plaza
- Mailing
- Hartford, CT, 06103
- Region
- Hartford, CT, US
- Reporting Currency
- USD
- Investor Line
- 800-248-7971
- Last Updated
- May 5, 2026
Key Fundamentals
Valuation, growth, profitability, and balance sheet signals.
Valuation
- P/E
- 8.0
- EV/EBITDA
- 8.6
- Price/Sales
- 1.2
- Price/Book
- 1.0
Growth
- Revenue
- -8.0%
- EPS
- +17.9%
- Free Cash Flow
- -1837.5%
Profitability
- Gross Margin
- 80.8%
- Operating Margin
- 14.2%
- Net Margin
- 14.6%
- ROE
- 12.8%
- ROIC
- 2.0%
Balance Sheet
- Debt/Equity
- 3.04
- Current Ratio
- 3.80
Earnings Reports
Latest News
Official Releases
Company announcements and filings-style updates.
Next Step
Keep the research moving
After the overview, the strongest next step is usually chart context or a tighter compare set.