Virtus Investment Partners, Inc. (VRTS)
NYSE: VRTS · Real-Time Price · USD
167.09
-0.99 (-0.59%)
Aug 21, 2026, 4:00 PM EDT - Market closed

VRTS Statistics

Total Valuation

VRTS has a market cap or net worth of $1.11 billion. The enterprise value is $1.33 billion.

Market Cap1.11B
Enterprise Value 1.33B

Important Dates

The last earnings date was Thursday, July 30, 2026, before market open.

Earnings Date Jul 30, 2026
Ex-Dividend Date Oct 30, 2026

Share Statistics

VRTS has 6.62 million shares outstanding. The number of shares has decreased by -3.53% in one year.

Current Share Class 6.62M
Shares Outstanding 6.62M
Shares Change (YoY) -3.53%
Shares Change (QoQ) -0.41%
Owned by Insiders (%) 6.27%
Owned by Institutions (%) 91.27%
Float 6.21M

Valuation Ratios

The trailing PE ratio is 9.52 and the forward PE ratio is 7.10.

PE Ratio 9.52
Forward PE 7.10
PS Ratio 1.34
Forward PS 1.47
PB Ratio 1.17
P/TBV Ratio n/a
P/FCF Ratio n/a
P/OCF Ratio n/a
PEG Ratio n/a
Financial Ratio History

Enterprise Valuation

EV / Earnings 11.13
EV / Sales 1.62
EV / EBITDA 6.58
EV / EBIT 10.19
EV / FCF n/a

Financial Position

The company has a current ratio of 2.66, with a Debt / Equity ratio of 0.45.

Current Ratio 2.66
Quick Ratio 2.65
Debt / Equity 0.45
Debt / EBITDA 2.32
Debt / FCF n/a
Interest Coverage 0.79

Financial Efficiency

Return on equity (ROE) is 10.67% and return on invested capital (ROIC) is 6.98%.

Return on Equity (ROE) 10.67%
Return on Assets (ROA) 1.99%
Return on Invested Capital (ROIC) 6.98%
Return on Capital Employed (ROCE) 2.98%
Weighted Average Cost of Capital (WACC) 15.46%
Revenue Per Employee $1.03M
Profits Per Employee $149,572
Employee Count801
Asset Turnover 0.20
Inventory Turnover n/a

Taxes

In the past 12 months, VRTS has paid $42.07 million in taxes.

Income Tax 42.07M
Effective Tax Rate 26.62%

Stock Price Statistics

The stock price has decreased by -12.61% in the last 52 weeks. The beta is 1.33, so VRTS's price volatility has been higher than the market average.

Beta (5Y) 1.33
52-Week Price Change -12.61%
50-Day Moving Average 157.99
200-Day Moving Average 151.41
Relative Strength Index (RSI) 54.92
Average Volume (20 Days) 139,534

Short Selling Information

The latest short interest is 70,392, so 1.06% of the outstanding shares have been sold short.

Short Interest 70,392
Short Previous Month 108,973
Short % of Shares Out 1.06%
Short % of Float 1.13%
Short Ratio (days to cover) 3.07

Income Statement

In the last 12 months, VRTS had revenue of $825.31 million and earned $119.81 million in profits. Earnings per share was $17.55.

Revenue825.31M
Gross Profit 339.03M
Operating Income 130.84M
Pretax Income 158.02M
Net Income 119.81M
EBITDA 202.76M
EBIT 130.84M
Earnings Per Share (EPS) $17.55
Full Income Statement

Balance Sheet

The company has $285.85 million in cash and $512.74 million in debt, with a net cash position of -$226.89 million or -$34.26 per share.

Cash & Cash Equivalents 285.85M
Total Debt 512.74M
Net Cash -226.89M
Net Cash Per Share -$34.26
Equity (Book Value) 1.15B
Book Value Per Share 142.73
Working Capital 242.35M
Full Balance Sheet

Cash Flow

In the last 12 months, operating cash flow was -$45.84 million and capital expenditures -$6.05 million, giving a free cash flow of -$51.90 million.

Operating Cash Flow -45.84M
Capital Expenditures -6.05M
Depreciation & Amortization 71.92M
Net Borrowing 493.98M
Free Cash Flow -51.90M
FCF Per Share -$7.84
Full Cash Flow Statement

Margins

Gross margin is 41.08%, with operating and profit margins of 15.85% and 14.52%.

Gross Margin 41.08%
Operating Margin 15.85%
Pretax Margin 19.15%
Profit Margin 14.52%
EBITDA Margin 24.57%
EBIT Margin 15.85%
FCF Margin n/a

Dividends & Yields

This stock pays an annual dividend of $9.80, which amounts to a dividend yield of 5.87%.

Dividend Per Share $9.80
Dividend Yield 5.87%
Dividend Growth (YoY) 5.46%
Years of Dividend Growth 8
Payout Ratio 55.85%
Buyback Yield 3.53%
Shareholder Yield 9.40%
Earnings Yield 10.83%
FCF Yield -4.69%
Dividend Details

Analyst Forecast

The average price target for VRTS is $148.00, which is -11.42% lower than the current price. The consensus rating is "Sell".

Price Target $148.00
Price Target Difference -11.42%
Analyst Consensus Sell
Analyst Count 4
Revenue Growth Forecast (3Y) -5.13%
EPS Growth Forecast (3Y) 0.38%
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 0.65 and a Piotroski F-Score of 3. A Z-score under 3 suggests an increased risk of bankruptcy.

Altman Z-Score 0.65
Piotroski F-Score 3