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VRTS · Virtus Investment Partners, Inc. · Metrics

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$121.06 +2.12 (+1.78%) At close · Oct 27 Q2 2026 earnings call transcript
S&P 600 member Russell 2000 member Rebalance outlook locked
Market Cap
$801.61M
Shares
6.62M
Volume · Oct 27 212.16K Avg daily vol (3M) 141.29K

VRTS metrics

109 of 122 screener metrics currently available.

Open in screener

Market overview

2 metrics
Share price
$121.06
Market cap
$801.61M

Price action

20 metrics
Price change (1W)
+0.8%
Price change (30D)
-6.6%
Price change (3M)
-29.2%
Price change (6M)
-16.6%
Price change (YTD)
-25.8%
Price change (1Y)
-29.3%
Trailing year
Price change (5Y)
-60.9%
52-week high
$175.63
52-week low
$117.74
Change from 52-week high
-31.1%
Change from 52-week low
+2.8%
Annualized volatility
34.9%
Annualized volatility (3M)
31.7%
Beta
0.9
RSI (14D)
35.8
Price vs SMA 50
-13.7%
Price vs SMA 200
-16.9%
Avg volume (3M)
141,294
Relative volume
1.5
Average dollar volume
$20.35M

Company

3 metrics
Sector
Financial Services
Industry
Asset Management
Shares outstanding
6.62M

Valuation

12 metrics
P / E (TTM)
6.9
Trailing earnings · reciprocal yield 14.5%
PEG ratio
0.8
EV / revenue
1.1×
reciprocal yield 88.4%
EV / EBITDA
4.6×
reciprocal yield 21.6%
EV / EBIT
7.2×
reciprocal yield 13.9%
P / sales
1.0×
reciprocal yield 103.0%
P / book
0.8
reciprocal yield 117.9%
FCF yield
-6.5%
TTM · current market cap
Buyback yield
3.8%
P / FCF
—
P / operating cash flow
—
Earnings yield
14.5%

Historical valuation

8 metrics
P / E historical average (3Y)
10.7×
reciprocal yield 9.3%
P / E historical average (5Y)
10.6×
reciprocal yield 9.4%
EV / revenue historical average (3Y)
1.5×
reciprocal yield 67.8%
EV / revenue historical average (5Y)
1.5×
reciprocal yield 67.8%
EV / EBIT historical average (3Y)
8.0×
reciprocal yield 12.5%
EV / EBIT historical average (5Y)
7.0×
reciprocal yield 14.2%
EV / EBITDA historical average (3Y)
5.8×
reciprocal yield 17.4%
EV / EBITDA historical average (5Y)
5.2×
reciprocal yield 19.2%

Dividends & buybacks

7 metrics
Dividend yield
7.9%
Trailing 12 months
Payout ratio
56.7%
Shareholder yield
12.0%
Dividend / share (TTM)
$9.60
Dividend growth YoY
+6.7%
Dividend growth streak
5+
Stored dividend history starts 2020
Last ex-dividend
2026-07-31

Earnings calendar

2 metrics
Next earnings
—
Last earnings
2026-07-30

Profitability

9 metrics
Gross margin
—
Operating margin
15.7%
Trailing 12 months
Net margin
14.0%
Gross profit (TTM)
—
Operating profit (TTM)
$129.65M
Net income (TTM)
$115.95M
Trailing 12 months
Diluted EPS (TTM)
$17.53
FCF margin
-6.3%
Effective tax rate
26.6%

Per share

11 metrics
Revenue per diluted share (TTM)
$120.87
Gross profit per diluted share (TTM)
—
Operating profit per diluted share (TTM)
$18.96
EBITDA per diluted share (TTM)
$29.50
Net income per diluted share (TTM)
$16.99
Operating cash flow per diluted share (TTM)
$-6.57
Free cash flow per diluted share (TTM)
$-7.46
Capital expenditures per diluted share (TTM)
$0.89
R&D per diluted share (TTM)
—
Stock compensation per diluted share (TTM)
$3.89
Book value per share
$139.51

Growth

11 metrics
Revenue growth YoY
-4.4%
Year over year
Net income growth YoY
+4.4%
Revenue (TTM)
$825.30M
Trailing 12 months
EPS growth YoY
+9.2%
Shares change YoY
-2.1%
Year over year · fewer shares
Revenue CAGR (3Y)
-1.3%
Revenue CAGR (5Y)
+7.1%
EPS CAGR (3Y)
+8.8%
EPS CAGR (5Y)
+14.8%
FCF CAGR (3Y)
—
FCF CAGR (5Y)
—

Quality

14 metrics
Return on equity
12.3%
Return on assets
2.6%
Debt / equity
0.4
Current ratio
4.2
EBITDA (TTM)
$201.56M
Free cash flow (TTM)
−$51.90M
Quick ratio
4.2
Interest coverage
—
Net debt / EBITDA
0.7
Return on invested capital
8.8%
Trailing 12 months
Net cash
−$131.69M
Latest balance sheet
Cash & equivalents
$286.94M
Total assets
$4.54B
Total debt
$418.63M

Cash flow & spend

7 metrics
Operating cash flow (TTM)
−$45.84M
Capital expenditures (TTM)
$6.05M
R&D (TTM)
—
SG&A (TTM)
−$994,000
Stock compensation (TTM)
$26.54M
R&D / revenue
—
Stock compensation / revenue
3.2%

Ownership (13F)

9 metrics
13F filers
235
13F filer change QoQ
-4
Institutional ownership
90.3%
Conviction holders (share of 13F filers)
0.0%
Crowding (high-turnover and private-fund holders)
26.9%
Private-fund adviser ownership
26.1%
Active holders' share change QoQ
+6.3%
Holder tenure
16.6
Price vs estimated holder cost
-16.6%

Ownership (registered funds)

1 metrics
Index-fund ownership
31.6%

Short interest

3 metrics
Short interest
7.4%
Latest settlement · 3.3 days to cover
Days to cover
3.3d
Short-squeeze score
61 / 100

Insider activity

2 metrics
Net insider buying (90D)
−$2.57M
Insider-sentiment score
18 / 100

Risk flags

1 metrics
Going concern
—
Key facts CIK 883237 CUSIP 92828Q109 13F (30d) 41 filings 41 filers Visit website Investor relations