VRTS
Virtus Investment Partners, Inc. NASDAQ Listed Jan 2, 2009$141.60
-0.88%
vs $142.86
Mkt Cap $981.1M
52w Low $125.42
18.3% of range
52w High $213.98
50d MA $142.14
200d MA $157.21
P/E (TTM)
7.1x
EV/EBITDA
7.9x
P/B
0.9x
Debt/Equity
3.0x
ROE
22.3%
P/FCF
-13.2x
RSI (14)
48.00
ATR (14)
$5.58
Beta
1.46
50d MA
$142.14
200d MA
$157.21
Avg Volume
107.5K
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 1988 and is based in Hartford, Connecticut.
One Financial Plaza · Hartford, CT 06103 · US
| Date | Time | Est | Rptd | Surp | Base | Gap% | D1% | D2% | D3% | D4% | D5% | Guide ▲★ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| May 1, 2026 | BMO | 5.67 | 5.38 | -5.1% | 145.55 | -6.6% | -6.6% | +2.6% | +2.7% | +0.0% | -1.0% | — |
| Feb 6, 2026 | BMO | 6.58 | 6.50 | -1.2% | 150.96 | -2.6% | -7.1% | -3.2% | +4.5% | -1.5% | -1.3% | — |
| Oct 24, 2025 | BMO | 6.71 | 6.69 | -0.3% | 177.44 | -0.1% | -6.2% | +2.9% | -1.3% | -2.4% | -1.1% | — |
| Jul 25, 2025 | BMO | 6.21 | 6.25 | +0.6% | 213.65 | -3.3% | -7.5% | -1.8% | +0.6% | +2.0% | -2.9% | — |
| Apr 25, 2025 | BMO | 5.33 | 5.73 | +7.5% | 156.84 | -1.3% | -2.3% | +0.6% | +0.1% | -0.6% | +1.9% | — |
| Jan 31, 2025 | BMO | 7.62 | 7.50 | -1.6% | 211.21 | -1.8% | -5.5% | -1.5% | -1.0% | +0.2% | -1.9% | — |
| Oct 25, 2024 | BMO | 6.80 | 6.92 | +1.8% | 212.95 | +5.0% | +0.4% | +5.5% | -0.7% | +0.7% | -4.1% | — |
| Jul 26, 2024 | BMO | 6.61 | 6.53 | -1.2% | 245.79 | -1.5% | -4.6% | -3.5% | +1.3% | -1.5% | -5.0% | — |
| Apr 26, 2024 | BMO | 5.41 | 5.41 | +0.0% | 230.75 | -5.5% | -1.4% | -2.4% | -1.3% | +0.3% | +1.5% | — |
| Feb 2, 2024 | BMO | 5.96 | 6.11 | +2.5% | 239.21 | -2.3% | -3.4% | +0.7% | -1.1% | +0.9% | -0.2% | — |
| Oct 27, 2023 | BMO | 6.17 | 6.21 | +0.6% | 173.53 | -2.7% | +0.3% | +3.3% | +2.5% | +1.5% | +3.9% | — |
| Jul 28, 2023 | BMO | 5.89 | 5.43 | -7.8% | 210.82 | -4.1% | -4.3% | +2.0% | -0.2% | -1.0% | +0.5% | — |
| Date | Firm | Action | Grade | Target | Base | Open | Gap% | D1% | D2% | D3% | D4% | D5% |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Apr 17 | Barclays | Maintains | Underweight → Underweight | — | $140.79 | $140.87 | +0.1% | -0.7% | +1.7% | -3.0% | +2.9% | +0.5% |
| Apr 1 | Morgan Stanley | Maintains | Underweight → Underweight | — | $134.35 | $133.83 | -0.4% | -2.4% | -2.9% | +0.9% | +0.5% | +5.1% |
| Feb 4 | Piper Sandler | Maintains | Overweight → Overweight | — | $152.25 | $152.11 | -0.1% | -1.0% | +0.2% | -7.1% | -3.2% | +4.5% |
| Feb 3 | Morgan Stanley | Maintains | Underweight → Underweight | — | $162.32 | $160.86 | -0.9% | -6.2% | -1.0% | +0.2% | -7.1% | -3.2% |
| Jan 15 | Barclays | Maintains | Underweight → Underweight | — | $169.79 | $169.27 | -0.3% | +0.3% | -0.6% | -3.4% | +2.5% | +1.0% |
| Jan 14 | TD Cowen | Maintains | Hold → Hold | — | $168.89 | $167.28 | -1.0% | +0.5% | +0.3% | -0.6% | -3.4% | +2.5% |
| Dec 23 | Piper Sandler | Maintains | Overweight → Overweight | — | $164.55 | $162.98 | -1.0% | +0.6% | +0.6% | -0.1% | -1.1% | -0.2% |
| Dec 17 | Morgan Stanley | Maintains | Underweight → Underweight | — | $166.59 | $164.13 | -1.5% | -1.1% | -1.0% | -1.0% | +1.9% | +0.6% |
| Dec 12 | Barclays | Maintains | Underweight → Underweight | — | $168.31 | $166.74 | -0.9% | +0.5% | -1.9% | +0.4% | -1.1% | -1.0% |
| Oct 28 | Morgan Stanley | Maintains | Underweight → Underweight | — | $171.25 | $170.70 | -0.3% | -1.3% | -2.4% | -1.1% | -0.2% | -1.5% |
| Oct 27 | TD Cowen | Maintains | Hold → Hold | — | $166.38 | $167.79 | +0.8% | +2.9% | -1.3% | -2.4% | -1.1% | -0.2% |
| Oct 21 | Barclays | Maintains | Underweight → Underweight | — | $180.56 | $177.71 | -1.6% | -1.6% | -0.3% | +0.2% | -6.2% | +2.9% |
| Oct 21 | Morgan Stanley | Maintains | Underweight → Underweight | — | $180.56 | $177.71 | -1.6% | -1.6% | -0.3% | +0.2% | -6.2% | +2.9% |
| Oct 6 | Morgan Stanley | Maintains | Underweight → Underweight | — | $191.81 | $193.38 | +0.8% | +0.3% | -0.6% | +0.7% | +0.6% | -5.1% |
| Jul 21 | Piper Sandler | Maintains | Overweight → Overweight | — | $207.33 | $208.16 | +0.4% | +0.0% | +1.7% | +1.5% | -0.2% | -7.5% |
| Jul 16 | Barclays | Maintains | Underweight → Underweight | — | $201.17 | $203.41 | +1.1% | +3.6% | +0.9% | -1.4% | +0.0% | +1.7% |
| Jul 2 | Morgan Stanley | Maintains | Underweight → Underweight | — | $188.73 | $189.76 | +0.5% | +6.3% | -0.8% | -1.9% | +1.0% | +0.0% |
| May 6 | Morgan Stanley | Maintains | Underweight → Underweight | — | $159.50 | $157.97 | -1.0% | +0.1% | +0.3% | +4.0% | -0.8% | +4.4% |
| Apr 28 | Barclays | Maintains | Underweight → Underweight | — | $153.28 | $153.27 | -0.0% | +0.6% | +0.1% | -0.6% | +1.9% | +1.8% |
| Apr 17 | Piper Sandler | Maintains | Overweight → Overweight | — | $148.05 | $147.99 | -0.0% | +0.6% | -3.9% | +5.0% | +2.3% | +1.9% |
| Apr 16 | Barclays | Maintains | Underweight → Underweight | — | $153.97 | $151.91 | -1.3% | -3.8% | +0.6% | -3.9% | +5.0% | +2.3% |
| Apr 9 | TD Cowen | Maintains | Hold → Hold | — | $146.87 | $144.13 | -1.9% | +8.9% | -7.4% | +2.2% | +1.1% | +0.7% |
| Apr 8 | Piper Sandler | Maintains | Overweight → Overweight | — | $150.98 | $154.05 | +2.0% | -2.7% | +8.9% | -7.4% | +2.2% | +1.1% |
| Feb 6 | Morgan Stanley | Maintains | Underweight → Underweight | — | $194.88 | $193.86 | -0.5% | -1.9% | -1.2% | -1.9% | +1.9% | -2.4% |
| Feb 3 | Barclays | Maintains | Underweight → Underweight | — | $199.50 | $194.86 | -2.3% | -1.5% | -1.0% | +0.2% | -1.9% | -1.2% |
| Jan 21 | Piper Sandler | Maintains | Overweight → Overweight | — | $210.08 | $211.00 | +0.4% | +0.3% | -0.8% | +0.6% | -0.8% | +0.7% |
| Jan 17 | Barclays | Maintains | Underweight → Underweight | — | $210.99 | $212.26 | +0.6% | -0.4% | +0.3% | -0.8% | +0.6% | -0.8% |
| Dec 20 | Morgan Stanley | Maintains | Underweight → Underweight | — | $217.88 | $214.68 | -1.5% | +1.4% | -0.3% | +1.4% | +0.9% | -1.2% |
| Dec 9 | Barclays | Maintains | Underweight → Underweight | — | $245.55 | $247.32 | +0.7% | +0.7% | -0.7% | -0.6% | -0.6% | -1.2% |
| Nov 27 | Piper Sandler | Maintains | Overweight → Overweight | — | $247.67 | $249.50 | +0.7% | -0.3% | +0.0% | +0.6% | -0.8% | +1.8% |
| Oct 18 | Morgan Stanley | Maintains | Underweight → Underweight | — | $223.65 | $223.99 | +0.2% | +0.2% | -3.3% | -0.8% | -2.7% | +1.8% |
| Jul 29 | Morgan Stanley | Maintains | Underweight → Underweight | — | $234.48 | $232.24 | -1.0% | -3.5% | +1.3% | -1.5% | -5.0% | -3.5% |
| Jul 10 | Piper Sandler | Maintains | Overweight → Overweight | — | $222.73 | $222.46 | -0.1% | +2.0% | +1.2% | +0.5% | +0.3% | +5.2% |
| Jul 8 | TD Cowen | Maintains | Hold → Hold | — | $221.46 | $221.83 | +0.2% | +0.3% | +0.3% | +2.0% | +1.2% | +0.5% |
| May 29 | Piper Sandler | Maintains | Overweight → Overweight | — | $228.54 | $227.39 | -0.5% | -1.3% | +0.4% | +0.8% | +0.6% | -1.2% |
| Apr 29 | TD Cowen | Maintains | Hold → Hold | — | $227.58 | $225.82 | -0.8% | -2.4% | -1.3% | +0.3% | +1.5% | +1.5% |
| Apr 29 | Piper Sandler | Maintains | Overweight → Overweight | — | $227.58 | $225.82 | -0.8% | -2.4% | -1.3% | +0.3% | +1.5% | +1.5% |
| Apr 17 | Morgan Stanley | Maintains | Underweight → Underweight | — | $219.47 | $222.38 | +1.3% | -0.4% | +0.6% | +2.5% | +2.9% | +0.6% |
| Apr 8 | TD Cowen | Downgrade | Buy → Hold | — | $241.38 | $238.38 | -1.2% | -0.7% | +0.0% | -4.7% | +1.4% | -2.6% |
| Mar 27 | Piper Sandler | Maintains | Overweight → Overweight | — | $239.36 | $242.83 | +1.4% | +3.4% | +0.1% | -2.4% | +0.2% | +0.8% |
| Jan 19 | Morgan Stanley | Maintains | Underweight → Underweight | — | $231.87 | $230.94 | -0.4% | +3.6% | +1.9% | -0.8% | -0.7% | +1.5% |
| Oct 30 | Morgan Stanley | Maintains | Underweight → Underweight | — | $174.02 | $174.99 | +0.6% | +3.3% | +2.5% | +1.5% | +3.9% | +3.5% |
| Oct 23 | Morgan Stanley | Maintains | Underweight → Underweight | — | $170.94 | $171.73 | +0.5% | +0.0% | +0.7% | -0.7% | +1.5% | +0.3% |
| Oct 6 | Morgan Stanley | Maintains | Underweight → Underweight | — | $193.85 | $191.35 | -1.3% | -0.5% | +0.3% | -0.3% | -1.4% | -2.1% |
| Aug 1 | Morgan Stanley | Maintains | Underweight → Underweight | — | $205.73 | $204.09 | -0.8% | -0.2% | -1.0% | +0.5% | +0.9% | +1.9% |
| Jul 31 | Morgan Stanley | Maintains | Underweight → Underweight | — | $201.78 | $202.88 | +0.5% | +2.0% | -0.2% | -1.0% | +0.5% | +0.9% |
| Jul 25 | Morgan Stanley | Maintains | Underweight → Underweight | — | $218.58 | $217.93 | -0.3% | -0.7% | -0.1% | -2.8% | -4.3% | +2.0% |
| Jul 12 | Morgan Stanley | Maintains | Underweight → Underweight | — | $197.34 | $201.35 | +2.0% | +2.0% | +2.2% | +0.5% | +0.6% | +4.1% |
| Mar 27 | Piper Sandler | Upgrade | Neutral → Overweight | — | $168.25 | $175.03 | +4.0% | +4.4% | +0.2% | +1.3% | +0.9% | +5.9% |
| Feb 6 | Piper Sandler | Downgrade | Overweight → Neutral | — | $245.00 | $238.65 | -2.6% | -11.5% | +1.5% | -1.5% | -1.4% | -0.5% |
| Date | Insider | Title | Type | Shares | Price | Value | Owned After | D1% | D5% |
|---|---|---|---|---|---|---|---|---|---|
| Jun 16, 2026 | Mandinach Barry M.Off | EVP, Head of Distribution | Sell | 500 | $145.25 | $73K | 10,815 | -0.88% | — |
| Jun 16, 2026 | Mandinach Barry M.Off | EVP, Head of Distribution | Sell | 4,500 | $144.71 | $651K | 11,315 | -0.88% | — |
8-K · 7.01
! Medium
Virtus Investment Partners, Inc. -- 8-K 7.01: Regulation FD Disclosure
Virtus Investment Partners revised its non-GAAP metrics to include previously excluded tax benefits, affecting reported adjusted earnings per share and tax rate calculations going forward.
Apr 17
8-K · 2.01
!!! Very High
Virtus Investment Partners, Inc. -- 8-K 2.01: Acquisition Completed
Virtus Investment Partners completed its acquisition for $200 million, expanding its asset management capabilities and potentially enhancing shareholder value through strategic diversification.
Mar 2
8-K
Virtus Investment Partners, Inc. -- 8-K Filing
Virtus Investment Partners reported Q4 2025 diluted EPS of $5.17, but faced significant headwinds with $8.1 billion in net outflows despite maintaining $159.5 billion in assets under management.
Feb 6
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Mutual Funds / ETFs (N-PORT) — Top 20
All ↗
Valuation
Market Cap
$981.1M
Enterprise Value
$3.25B
P/E (TTM)
7.09x
Forward P/E
5.72x
PEG Ratio
0.45x
P/B
0.93x
P/S
1.18x
P/FCF
-13.24x
EV/EBITDA
7.95x
Shares Out
6.9M
Financials (TTM)
Revenue
$830.6M
Net Income
$138.4M
EBITDA
$409.4M
Free Cash Flow
-$74.1M
Op Cash Flow
-$67.2M
EPS Basic
$20.27
EPS Diluted
$19.97
EPS Forward
$24.75
Gross Margin
74.9%
Op Margin
17.4%
Net Margin
16.7%
Balance Sheet
Total Assets
$4.29B
Total Liab.
$3.25B
Total Equity
$1.04B
Cash
$477.2M
LT Debt
$2.75B
Book Value/Sh
$151.97
Debt/Equity
3.04x
Current Ratio
3.80
Quick Ratio
3.80
Returns & Growth
ROE
22.3%
ROA
4.9%
ROIC
2.5%
Rev Growth YoY
-8.0%
EPS Growth YoY
+17.9%
Price Returns
2W
+0.6%
1M
-1.7%
3M
+3.4%
6M
-10.4%
12M
-16.2%
Technicals
52W High
$213.98
52W Low
$125.42
50d MA
$142.14
200d MA
$157.21
RSI (14)
48.00
ATR (14)
$5.58
Beta
1.46
Avg Volume
108K
Dividends
Div Rate
$9.46
Div Yield
7.0%
Frequency
4
Ex-Div Date
Apr 30, 2026
Analyst Price Targets
Consensus
$163.00
High
$206.00
Low
$128.00
Median
$155.00
Data updated apr 27, 2026 8:11am
· Source: financialmodelingprep.com