VRTS · Virtus Investment Partners, Inc.
Price & Indicators
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AI Brief
TL;DR.
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Ask ALVIS about this →Equibles Rating
blended score · not investment adviceBlended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance & track record
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders BuyIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
the company's own KPIs, from written earnings releases and filings| Metric | Latest | Period | YoY |
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| Net debt (cash) | $250.8M | 6/30/2026 | — |
| Average total assets under management | 158.2B | Three Months Ended 3/31/2026 | — |
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| Earnings (loss) per share - diluted, as adjusted non-GAAP | $5.38 | Three Months Ended 3/31/2026 | — |
| Net flows | -8.4B | Three Months Ended 3/31/2026 | — |
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| Operating income (loss), as adjusted non-GAAP | $43.8M | Three Months Ended 3/31/2026 | — |
| Total sales | 5.8B | Three Months Ended 3/31/2026 | — |
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| Ending total assets under management | 159.5B | Three Months Ended 12/31/2025 | — |
| Operating margin, as adjusted non-GAAP | 32.4% | Three Months Ended 12/31/2025 | — |
Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period
Versus peers
Asset Management — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
VRTS
this stock
Virtus Investment Partners, Inc.
|
$1.12B | +3.6% | +31.9% | 9.6 | 6.7% |
|
BLK
BlackRock, Inc.
|
$381.41B | +9.7% | +16.2% | 28.1 | 0.7% |
|
BX
Blackstone Inc.
|
$108.04B | -6.6% | +9.2% | 32.3 | 3.5% |
|
KKR
KKR & Co. Inc.
|
$102.34B | -10.6% | -11.0% | — | 1.6% |
|
BN
BROOKFIELD Corp /ON/
|
$97.94B | -4.4% | — | — | 0.9% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| VRTS | +2.3% | +2.8% | +22.1% | +6.1% | +3.6% |
| SPY | +0.4% | +4.5% | +13.8% | +3.9% | +13.9% |
| vs SPY | +1.9% | -1.7% | +8.4% | +2.2% | -10.3% |
Capital returns
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.