Virtus Investment Partners, Inc. VRTS
At closeNov 6, 2026, 4:06 PM EST
After hours · Nov 6, 4:06 PM ET
- YTD
- -21.94%
- 1 year
- -21.80%
- Market cap
- 843.40M
- Revenue (ttm)
- 825.31M
- Profit margin
- 14.52%
- EPS (ttm)
- 17.53
- Shares out
- 6.62M
- P/E ratio
- 7.26
- Forward P/E
- 6.19
- Dividend
- 9.80 (6.42%)
- Ex-dividend date
- Oct 29, 2026
- YTD return
- -21.94%
- 1-year return
- -21.80%
- Volume
- 244.47K
- Avg volume
- 131.28K
- Open
- 123.04
- Previous close
- 124.87
- Day's range
- 121.08 – 128.51
- 52-week range
- 116.71 – 175.66
- Beta
- 1.33
- Price target
- 148.00 (+16.2%)
- Earnings date
- Oct 23, 2026
5D +6.67 (+5.53%)
Key statistics
- Enterprise value
- 1.44B
- PEG ratio
- 0.56
- Price / sales
- 1.22
- Price / book
- 1.11
- Dividend yield
- 6.42%
- Payout ratio
- 53.88%
- Revenue growth
- -4.40%
- Free cash flow
- 56.29M
- Total cash
- 285.85M
- Total debt
- 512.74M
- Return on equity
- 10.67%
- Short % of float
- 10.18%
- 50-day average
- 162.79
- 200-day average
- 151.47
Analyst view
- Target (low)
- 130.00
- Target (mean)
- 148.00
- Target (high)
- 172.00
- Strong buy1
- Buy0
- Hold1
- Sell1
- Strong sell1
Next earnings
Oct 23, 2026
Expected Oct 23, 2026. Consensus EPS estimate 6.15.
Financials — quick view
Earnings
| Report date | Quarter ending | EPS estimate | EPS reported | Surprise | Surprise % |
|---|---|---|---|---|---|
| Oct 23, 2026 | Sep 30, 2026 | 6.20 | — | — | — |
| Jul 30, 2026 | Jun 30, 2026 | 6.09 | 5.54 | -0.55 | -9.03% |
| May 1, 2026 | Mar 31, 2026 | 5.56 | 5.38 | -0.18 | -3.24% |
| Feb 6, 2026 | Dec 31, 2025 | 6.58 | 6.50 | -0.08 | -1.22% |
| Oct 24, 2025 | Sep 30, 2025 | 6.71 | 6.69 | -0.02 | -0.30% |
| Jul 25, 2025 | Jun 30, 2025 | 6.21 | 6.25 | +0.04 | +0.64% |
Upgrades / downgrades
| Date | Firm | Action | From | To |
|---|---|---|---|---|
| Jul 31, 2026 | Barclays | main | Underweight | Underweight |
| Jul 20, 2026 | TD Cowen | main | Hold | Hold |
| Jul 14, 2026 | Barclays | main | Underweight | Underweight |
| Jun 26, 2026 | Morgan Stanley | main | Underweight | Underweight |
| May 19, 2026 | Morgan Stanley | main | Underweight | Underweight |
| May 4, 2026 | TD Cowen | main | Hold | Hold |
About Virtus Investment Partners, Inc.
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 1995 and is based in Hartford, Connecticut.
- Sector
- Financial Services
- Industry
- Asset Management
- Country
- United States
- Website
- corporate.virtus.com
News
Piper Sandler Maintains Overweight on Virtus Inv, Lowers Price Target to $146
Barclays Maintains Underweight on Virtus Inv, Lowers Price Target to $117
TD Cowen Maintains Hold on Virtus Inv, Lowers Price Target to $136
Morgan Stanley Maintains Underweight on Virtus Inv, Lowers Price Target to $120
Wall Street's Most Accurate Analysts Give Their Take On 3 Financial Stocks With Over 6% Dividend Yields Virtus Investment Partners Reports Preliminary Assets Under Management Of $147.5B As Of Aug. 31
Wall Street's Most Accurate Analysts Spotlight On 3 Financial Stocks With Over 5% Dividend Yields Barclays Maintains Underweight on Virtus Inv, Lowers Price Target to $135
Virtus Inv Q2 Adj. EPS $5.54 Misses $6.09 Estimate, Sales $201.362M Beat $184.250M Estimate
TD Cowen Maintains Hold on Virtus Inv, Raises Price Target to $147
Your note
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Insider holders
| Insider | Relation | Latest transaction | Date | Shares held |
|---|---|---|---|---|
| ANGERTHAL MICHAEL A | Chief Financial Officer | Sale | Aug 2, 2026 | 63,461 |
| AYLWARD GEORGE ROBERT | Chief Executive Officer | Stock Award(Grant) | Mar 12, 2026 | 291,447 |
| CABRERA-FLEMING SUSAN F | Director | Sale | Feb 10, 2026 | 10,355 |
| HOLT TIMOTHY A | Director | Stock Award(Grant) | May 19, 2026 | 33,178 |
| JONES MELODY L | Director | Stock Award(Grant) | May 19, 2026 | 9,714 |
| LIEBERMAN ELIZABETH A | Officer | Stock Award(Grant) | Mar 12, 2026 | 5,389 |
Institution ownership
| Holder | % held | Shares | Value | Reported |
|---|---|---|---|---|
| Blackrock Inc. | 15.95% | 1,056,614 | 160.52M | Jun 29, 2026 |
| Vanguard Portfolio Management LLC | 6.80% | 450,124 | 68.38M | Jun 29, 2026 |
| State Street Corporation | 6.77% | 448,314 | 68.11M | Jun 29, 2026 |
| Victory Capital Management Inc. | 5.33% | 352,930 | 53.62M | Jun 29, 2026 |
| Dimensional Fund Advisors LP | 4.77% | 315,715 | 47.96M | Jun 29, 2026 |
| AQR Capital Management, LLC | 4.33% | 286,625 | 43.54M | Jun 29, 2026 |
Fund ownership
| Holder | % held | Shares | Value | Reported |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Small-Cap ETF | 5.78% | 382,526 | 58.11M | Jul 30, 2026 |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | 3.03% | 200,836 | 30.51M | Jun 29, 2026 |
| iShares Trust-iShares Russell 2000 ETF | 2.66% | 176,080 | 26.75M | Jun 29, 2026 |
| American Century ETF Trust-Avantis U.S. Small Cap Value ETF | 2.42% | 160,575 | 24.39M | Jul 30, 2026 |
| SCHWAB STRATEGIC TRUST-Schwab US Dividend Equity ETF | 2.30% | 152,648 | 23.19M | May 30, 2026 |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | 2.20% | 145,450 | 22.10M | Jun 29, 2026 |
