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Stock Evaluator: Virtus Investment Partners, Inc. (VRTS)
Virtus Investment Partners, Inc. VRTS
$120.44
-0.99
-0.82%
November 3, 2026 4:00:03 PM
EST
Volume: 110,049
After Hours: $120.37
0.15
|
0.12%
November 10, 2021 7:59 PM
EST
Volume: 72,713
USD
NYSE | DELAYED PRICE
| SECTOR | INDUSTRY |
| Financials | Capital Markets |
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COMPANY SUMMARY
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.
Commentary & Analysis
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Why Virtus Investment Partners, Inc.’s (VRTS) Stock Is Down 9.04%
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Financial Summary
| Share Statistics | VRTS | Industry Median |
Percentile (All Stocks) |
|
| Market Cap (Mil) | $797.6 | $2,744.9 | 43% |
|
| Shares Out (Mil) | 6.8 | 82.0 | 17% |
|
| Institutional Ownership | 93.6% | 74.8% | 63% |
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| Float (Mil) | 6.2 | 75.4 | 14% |
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| Beta | 1.33 | 0.95 | 76% |
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| Avg Daily Volume (000s) | 144 | 459 | 41% |
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| Price Change (52-week) |
(26.0%) | 71.6% | 32% |
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| Growth | VRTS | Industry Median |
Percentile (All Stocks) |
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| Sales (5yr) | 7.1% | 8.3% | 46% |
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| Net Income (5yr) | 11.6% | 7.1% | 58% |
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| EPS (5yr) | 14.8% | 8.7% | 56 |
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| Dividends (5yr) | 25.6% | 1.2% | 99% |
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| Cash Flow (5yr) | 37.1% | 0.1% | 89% |
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| Estimates | Qtrly | Current Fiscal Year |
Next Fiscal Year |
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| # of Estimates | 4 | 4 | 4 | |
| Current EPS | $5.777 | $22.356 | $21.653 | |
| Month Ago EPS | $6.036 | $23.078 | $24.123 | |
| # Rev Up | 0 | 0 | 1 | |
| # Rev Down | 1 | 1 | 0 | |
| Three Months Ago EPS | $6.151 | $23.310 | $24.560 | |
| Year/Year Chg | (13.5%) | 11.9% | 15.1% | |
| Financials | VRTS | Industry Median |
Percentile (All Stocks) |
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| Sales (TTM) (Mil) | $825 | $873 | 47% |
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| Net Income (TTM) (Mil) | $120 | $87 | 62% |
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| EPS (TTM) | $17.838 | $0.900 | 97% |
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| Operating Cash Flow (TTM) (Mil) | ($46) | $53 | 10% |
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| Net Cash Flow (TTM) (Mil) | $44 | $18 | 68% |
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| Long-Term Debt (Q1) (Mil) | $513 | $176 | 59% |
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| Enterprise Value (Q1) (Mil) | $1,553 | $1,529 | 46% |
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| Valuation | VRTS | Industry Median |
Percentile (All Stocks) |
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| P/B | 0.84 | 2.51 | 20% |
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| P/E | 6.9 | 19.4 | 8% |
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| Dividend Yield | 8.0% | 0.8% | 97% |
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| PEG (5yr hist) | 0.5 | 1.3 | 23% |
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| Ratios | VRTS | Industry Median |
Percentile (All Stocks) |
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| Gross Margin | 41.1% | 72.1% | 51% |
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| Net Margin | 14.5% | 15.7% | 71% |
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| ROA | 2.9% | 1.4% | 61% |
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| ROE | 13.0% | 12.8% | 65% |
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| Liabilities to Assets | 74.6% | 59.8% | 70% |
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| F-Score | 3 | 5 | 18% |
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Passing Stock Screens
As of 11/3/2026, from a list of 60 stock screening strategies,
GURU STRATEGY
Graham--Defensive Investor (Utility) Screen
Factors: Yield, Value, Quality, Industry/Sector
Graham's approach leads to three separate screens that focus on the concept of intrinsic value, justified by a firm's financial strength.
| Performance Since Inception: | 6.9% |
| +/- S&P 500: | -0.5 |
