Virtus Investment Partners, Inc. (VRTS)
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Trading Day
Key levels of the most recently completed trading day — not a live quote.
52-Week Range
Current price 159.40 $ — 45% of the range above the low.
Lowest and highest closing price over the last 52 weeks. The marker shows where the current price sits within that range: close to the high speaks for strength, close to the low for weakness.
Basics
Performance
Technical Indicators
Calculated from the price history · as of 08/03/2026
Valuation
Profitability
Balance Sheet & Safety
Growth
Dividend
Quality & Screener
AI Rating
–Not yet rated — we only show a category once an SEC-backed file with at least two cited passages is available. How the Rating Is Built
Growth Score
1 of 10 Weak growthTen checks against the annual reports — each one passed counts a point.
- Revenue grows by more than 15% a year over three years -2.0% failed
- More than 10% revenue growth is expected for the coming year 0.1% failed
- Share count grows by less than 3% a year -3.0% passed
- Revenue growth plus cash-flow margin add up to at least 40 ("Rule of 40") -16.9% failed
- Gross margin at 40% or higher and without meaningful erosion 74.9% failed
- Goodwill from acquisitions does not grow faster than revenue 9.3% failed
- Net debt below twice EBITDA 5.8 x EBITDA failed
- Operating cash flow covers the profits of the last three years -219 m failed
- Return on capital at 15% or higher, or up versus two years ago 3.5% failed
- Insiders hold at least 10% or are net buyers 6.6% failed
A criterion without figures counts neither as passed nor as failed; a score is only produced from 7 judgeable criteria upwards. Source: fundamental data. All ten criteria in detail
Analysts & Price Target
The price target sits 7.2% below the current price.
- Consensus
- Buy
- Analyst Ratings
- 4
Combined picture of the price targets and recommendations of every analyst covering the stock. Price targets are expectations for the next 12 months, not promises — and they often follow the price rather than predict it.
Estimates by Fiscal Year
| Fiscal Year | EPS Estimate ($) | EPS Range ($) | Revenue Estimate ($M) | Expected Growth | Analysts |
|---|---|---|---|---|---|
| 12/31/2026 | 23.31 | 23.20 – 23.50 | 743 | -7.4% | 3 |
| 12/31/2027 | 24.56 | 24.42 – 24.77 | 748 | 5.4% | 4 |
Average of the analyst estimates for the coming fiscal years. The range shows how far the most optimistic and the most cautious estimate sit apart — the wider it is, the less certain the expectation.
Revenue & Profit
Cash Flow
Balance Sheet
Margins
Per Share
Click the chart or tab into it, then use ← and → to step through the periods.
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· Total · per year
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The figures could not be loaded right now.
Source: fundamental data
Quarterly Figures
| Quarter | EPS (Earnings Per Share) | EPS YoY (%) | Sales ($M) | Sales YoY (%) | Net Margin (%) | OCF ($M) | FCF ($M) |
|---|---|---|---|---|---|---|---|
| 2024: Q4 | 4.66 | 10.70 | 232 | 8.70 | 14.30 | -103 | -105 |
| 2025: Q1 | 4.05 | -1.20 | 217 | -1.90 | 13.20 | -4 | -7 |
| 2025: Q2 | 6.06 | 149.00 | 210 | -6.20 | 20.20 | 76 | 74 |
| 2025: Q3 | 4.65 | -18.60 | 215 | -4.80 | 14.80 | 108 | 107 |
| 2025: Q4 | 5.17 | 10.90 | 189 | -18.60 | 18.70 | -247 | -242 |
| 2026: Q1 | 1.05 | -74.20 | 186 | -14.20 | 3.80 | 36 | 34 |
- EPS (Earnings Per Share):
- Quarterly profit divided by the total share count — how much of the profit works out to a single share.
- YoY (Year over Year):
- Change versus the same quarter a year ago — this is how you compare without seasonal distortion (e.g. the holiday shopping season).
- Sales:
- All revenue for the quarter, before any costs are deducted — the top line of the income statement.
- Net Margin:
- What percentage of sales is left over as profit in the end. Negative means the company is posting a loss.
- OCF (Operating Cash Flow):
- The cash that actually flows into the till from the core business during the quarter — harder to dress up than book profit.
- FCF (Free Cash Flow):
- Operating cash flow minus capital expenditures — the money that's genuinely free to use, say for paying down debt, buybacks, or dividends.
Annual Figures
| Fiscal Year | Revenue ($M) | EBIT ($M) | Net Income ($M) | EPS ($) | Operating Cash Flow ($M) | Equity ($M) | Total Assets ($M) |
|---|---|---|---|---|---|---|---|
| 2016 | 322 | 51 | 49 | 6.20 | 31 | 359 | 824 |
| 2017 | 424 | 58 | 37 | 5.11 | -183 | 609 | 2,591 |
| 2018 | 551 | 113 | 76 | 8.86 | -63 | 701 | 2,871 |
| 2019 | 562 | 125 | 96 | 11.74 | -37 | 750 | 3,205 |
| 2020 | 603 | 144 | 80 | 10.02 | -226 | 836 | 3,467 |
| 2021 | 975 | 325 | 208 | 26.01 | 666 | 976 | 3,934 |
| 2022 | 882 | 197 | 118 | 15.50 | 133 | 817 | 3,953 |
| 2023 | 845 | 151 | 131 | 17.71 | 237 | 864 | 3,679 |
| 2024 | 903 | 182 | 122 | 16.89 | 2 | 897 | 3,994 |
| 2025 | 831 | 145 | 138 | 19.97 | -67 | 934 | 4,291 |
Fiscal years from the audited annual reports, oldest first. EBIT is the operating profit before interest and taxes; total assets are everything the company owns.
About the Company
Virtus Investment Partners, Inc. ist ein börsennotierter Vermögensverwalter.
| Employees | 801 |
|---|---|
| Headquarters | Hartford, CT |
| Address | One Financial Plaza, 06103 Hartford, United States |
| Phone | 800-248-7971 |
| Website | corporate.virtus.com |
| IPO Date | 12. Mar 1992 |
| ISIN | US92828Q1094 |
Management
| Name | Title | Birth Year |
|---|---|---|
| George Robert Aylward Jr., CPA | President, CEO & Director | 1964 |
| Michael Aaron Angerthal CPA | Executive VP, CFO, Principal Accounting Officer & Treasurer | 1967 |
| Richard William Smirl J.D. | Executive VP & COO | 1967 |
| Andra Cynthia Purkalitis J.D. | Executive VP, Chief Legal Officer, General Counsel & Corporate Secretary | 1962 |
| Barry Mitchell Mandinach J.D. | Executive VP & Head of Distribution | 1956 |
| Sean Rourke | Vice President of Investor Relations | – |
| Joe Fazzino | Vice President of Corporate Communications | – |
| Elizabeth A. Lieberman | Executive VP & Chief Human Resources Officer | 1951 |
| Thomas Franco | Senior Managing Director & Head of Retail Sales | – |
| Joseph E. Maccone | Senior Managing Director & Head of Strategic Distribution | – |
Executives per the latest required filings; titles kept in their original language. Source: fundamental data.
Chart
Interactive price chart (TradingView).
Data as of: July 31, 2026 · Source: fundamental data & SEC filings (annual and quarterly reports, 10-K/10-Q)
Note: pure fact-based analysis, not investment advice and not a solicitation to buy or sell. All figures without guarantee.