Virtus Investment Partners, Inc. (VRTS)
NYSE: VRTS · Real-Time Price · USD
158.25
+2.92 (1.88%)
Nov 21, 2025, 4:00 PM EST - Market closed

VRTS Statistics

Total Valuation

VRTS has a market cap or net worth of $1.07 billion. The enterprise value is $1.09 billion.

Market Cap1.07B
Enterprise Value 1.09B

Important Dates

The last earnings date was Friday, October 24, 2025, before market open.

Earnings Date Oct 24, 2025
Ex-Dividend Date Oct 31, 2025

Share Statistics

VRTS has 6.75 million shares outstanding. The number of shares has decreased by -3.54% in one year.

Current Share Class 6.75M
Shares Outstanding 6.75M
Shares Change (YoY) -3.54%
Shares Change (QoQ) -0.79%
Owned by Insiders (%) 6.56%
Owned by Institutions (%) 87.67%
Float 6.31M

Valuation Ratios

The trailing PE ratio is 8.13 and the forward PE ratio is 6.10.

PE Ratio 8.13
Forward PE 6.10
PS Ratio 1.24
Forward PS 1.34
PB Ratio 1.16
P/TBV Ratio 5.87
P/FCF Ratio 15.36
P/OCF Ratio 13.80
PEG Ratio n/a
Financial Ratio History

Enterprise Valuation

The stock's EV/EBITDA ratio is 4.49, with an EV/FCF ratio of 15.70.

EV / Earnings 8.02
EV / Sales 1.24
EV / EBITDA 4.49
EV / EBIT 6.10
EV / FCF 15.70

Financial Position

The company has a current ratio of 2.65, with a Debt / Equity ratio of 0.47.

Current Ratio 2.65
Quick Ratio 2.65
Debt / Equity 0.47
Debt / EBITDA 1.88
Debt / FCF 6.97
Interest Coverage 1.10

Financial Efficiency

Return on equity (ROE) is 14.06% and return on invested capital (ROIC) is 8.00%.

Return on Equity (ROE) 14.06%
Return on Assets (ROA) 2.98%
Return on Invested Capital (ROIC) 8.00%
Return on Capital Employed (ROCE) 4.85%
Revenue Per Employee $1.09M
Profits Per Employee $169,242
Employee Count805
Asset Turnover 0.23
Inventory Turnover n/a

Taxes

In the past 12 months, VRTS has paid $56.91 million in taxes.

Income Tax 56.91M
Effective Tax Rate 28.67%

Stock Price Statistics

The stock price has decreased by -32.51% in the last 52 weeks. The beta is 1.51, so VRTS's price volatility has been higher than the market average.

Beta (5Y) 1.51
52-Week Price Change -32.51%
50-Day Moving Average 177.59
200-Day Moving Average 179.75
Relative Strength Index (RSI) 35.76
Average Volume (20 Days) 66,739

Short Selling Information

The latest short interest is 70,392, so 1.04% of the outstanding shares have been sold short.

Short Interest 70,392
Short Previous Month 108,973
Short % of Shares Out 1.04%
Short % of Float 1.12%
Short Ratio (days to cover) 1.88

Income Statement

In the last 12 months, VRTS had revenue of $878.34 million and earned $136.24 million in profits. Earnings per share was $19.47.

Revenue878.34M
Gross Profit 375.29M
Operating Income 178.96M
Pretax Income 198.50M
Net Income 136.24M
EBITDA 243.19M
EBIT 178.96M
Earnings Per Share (EPS) $19.47
Full Income Statement

Balance Sheet

The company has $461.33 million in cash and $484.88 million in debt, giving a net cash position of -$23.55 million or -$3.49 per share.

Cash & Cash Equivalents 461.33M
Total Debt 484.88M
Net Cash -23.55M
Net Cash Per Share -$3.49
Equity (Book Value) 1.02B
Book Value Per Share 136.03
Working Capital 354.21M
Full Balance Sheet

Cash Flow

In the last 12 months, operating cash flow was $77.44 million and capital expenditures -$7.87 million, giving a free cash flow of $69.57 million.

Operating Cash Flow 77.44M
Capital Expenditures -7.87M
Free Cash Flow 69.57M
FCF Per Share $10.30
Full Cash Flow Statement

Margins

Gross margin is 42.73%, with operating and profit margins of 20.37% and 15.51%.

Gross Margin 42.73%
Operating Margin 20.37%
Pretax Margin 22.60%
Profit Margin 15.51%
EBITDA Margin 27.69%
EBIT Margin 20.37%
FCF Margin 7.92%

Dividends & Yields

This stock pays an annual dividend of $9.60, which amounts to a dividend yield of 6.07%.

Dividend Per Share $9.60
Dividend Yield 6.07%
Dividend Growth (YoY) 15.09%
Years of Dividend Growth 7
Payout Ratio 46.99%
Buyback Yield 3.54%
Shareholder Yield 9.53%
Earnings Yield 12.75%
FCF Yield 6.51%
Dividend Details

Analyst Forecast

The average price target for VRTS is $184.00, which is 16.27% higher than the current price. The consensus rating is "Hold".

Price Target $184.00
Price Target Difference 16.27%
Analyst Consensus Hold
Analyst Count 5
Revenue Growth Forecast (5Y) n/a
EPS Growth Forecast (5Y) n/a
Stock Forecasts

Fair Value

There are several formulas that can be used to estimate the intrinsic value of a stock.

Lynch Fair Value
Lynch Upside
Graham Number
Graham Upside

Stock Splits

This stock does not have any record of stock splits.

Last Split Date n/a
Split Type n/a
Split Ratio n/a

Scores

VRTS has an Altman Z-Score of 0.88 and a Piotroski F-Score of 5. A Z-score under 3 suggests an increased risk of bankruptcy.

Altman Z-Score 0.88
Piotroski F-Score 5