Virtus Investment Partners, Inc. (VRTS)

Accolade Statistics

Total Valuation

VRTS has a market cap or net worth of $1.31 billion. The enterprise value is $1.40 billion.

Market Cap	1.31B
Enterprise Value	1.40B

Important Dates

The last earnings date was Friday, July 25, 2025, before market open.

Earnings Date	Jul 25, 2025
Ex-Dividend Date	Jul 31, 2025

Share Statistics

VRTS has 6.91 million shares outstanding. The number of shares has decreased by -3.17% in one year.

Current Share Class	6.91M
Shares Outstanding	6.91M
Shares Change (YoY)	-3.17%
Shares Change (QoQ)	-2.13%
Owned by Insiders (%)	6.41%
Owned by Institutions (%)	82.67%
Float	6.46M

Valuation Ratios

The trailing PE ratio is 9.24 and the forward PE ratio is 7.23.

PE Ratio	9.24
Forward PE	7.23
PS Ratio	1.49
Forward PS	1.59
PB Ratio	1.47
P/TBV Ratio	9.98
P/FCF Ratio	n/a
P/OCF Ratio	n/a
PEG Ratio	n/a

Enterprise Valuation

EV / Earnings	9.61
EV / Sales	1.57
EV / EBITDA	5.65
EV / EBIT	7.65
EV / FCF	n/a

Financial Position

Current Ratio	n/a
Quick Ratio	n/a
Debt / Equity	0.30
Debt / EBITDA	1.23
Debt / FCF	n/a
Interest Coverage	1.09

Financial Efficiency

Return on Equity (ROE)	n/a
Return on Assets (ROA)	n/a
Return on Invested Capital (ROIC)	8.66%
Return on Capital Employed (ROCE)	n/a
Revenue Per Employee	$1.10M
Profits Per Employee	$180,489
Employee Count	805
Asset Turnover	n/a
Inventory Turnover	n/a

Taxes

In the past 12 months, VRTS has paid $59.60 million in taxes.

Income Tax	59.60M
Effective Tax Rate	27.22%

Stock Price Statistics

The stock price has decreased by -16.08% in the last 52 weeks. The beta is 1.41, so VRTS's price volatility has been higher than the market average.

Beta (5Y)	1.41
52-Week Price Change	-16.08%
50-Day Moving Average	186.72
200-Day Moving Average	195.61
Relative Strength Index (RSI)	43.12
Average Volume (20 Days)	99,497

Short Selling Information

The latest short interest is 70,392, so 1.02% of the outstanding shares have been sold short.

Short Interest	70,392
Short Previous Month	108,973
Short % of Shares Out	1.02%
Short % of Float	1.09%
Short Ratio (days to cover)	0.80

Income Statement

In the last 12 months, VRTS had revenue of $888.98 million and earned $145.29 million in profits. Earnings per share was $20.53.

Revenue	888.98M
Gross Profit	377.05M
Operating Income	182.46M
Pretax Income	155.27M
Net Income	145.29M
EBITDA	247.17M
EBIT	182.46M
Earnings Per Share (EPS)	$20.53

Balance Sheet

The company has $218.85 million in cash and $303.83 million in debt, giving a net cash position of -$84.97 million or -$12.29 per share.

Cash & Cash Equivalents	218.85M
Total Debt	303.83M
Net Cash	-84.97M
Net Cash Per Share	-$12.29
Equity (Book Value)	1.02B
Book Value Per Share	129.32
Working Capital	n/a

Cash Flow

Operating Cash Flow	n/a
Capital Expenditures	n/a
Free Cash Flow	n/a
FCF Per Share	n/a

Margins

Gross margin is 42.41%, with operating and profit margins of 20.52% and 16.34%.

Gross Margin	42.41%
Operating Margin	20.52%
Pretax Margin	24.63%
Profit Margin	16.34%
EBITDA Margin	27.80%
EBIT Margin	20.52%
FCF Margin	n/a

Dividends & Yields

This stock pays an annual dividend of $9.00, which amounts to a dividend yield of 4.66%.

Dividend Per Share	$9.00
Dividend Yield	4.66%
Dividend Growth (YoY)	18.42%
Years of Dividend Growth	7
Payout Ratio	43.84%
Buyback Yield	3.17%
Shareholder Yield	7.82%
Earnings Yield	11.08%
FCF Yield	n/a

Analyst Forecast

The average price target for VRTS is $188.25, which is -0.74% lower than the current price. The consensus rating is "Hold".

Price Target	$188.25
Price Target Difference	-0.74%
Analyst Consensus	Hold
Analyst Count	4
Revenue Growth Forecast (5Y)	n/a
EPS Growth Forecast (5Y)	n/a

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

Altman Z-Score	n/a
Piotroski F-Score	2