VRTS · Virtus Investment Partners, Inc.
$132.78
+0.46 (+0.35%)
At close · Oct 1
Return incl. dividend (before tax)
Market Cap
$864.79M
Shares
6.62M
Volume · Oct 1
111.89K
Avg daily vol (3M)
135.17K
Price & Indicators
20d MA
50d MA
200d MA
Earnings
Filing
Insider
Congress
Investor day
Close$132.32
Open$132.08
Day$130.61–132.97
52W close$125.00–193.76
Avg vol 30d128K
Short int534K · 8.1% float · 4.8d
Short vol70%
Last earningsJul 30, 2026
DataJan 2020–Sep 2026
Filing10-Q · Aug 7
Up next
Next earnings call
Oct 29, 2026
Est · unconfirmed
· in 4 wks
filed Aug 7, 2026
call held Jul 30, 2026
Metrics snapshot
Useful current figures from the complete screener profile.
Revenue (TTM)
$825.30M
Trailing 12 months
Net income (TTM)
$115.95M
Trailing 12 months
Revenue growth YoY
-4.4%
Year over year
Operating margin
15.7%
Trailing 12 months
P / E (TTM)
7.5
Trailing earnings · reciprocal yield 13.2%
FCF yield
-6.0%
TTM · current market cap
Return on invested capital
8.8%
Trailing 12 months
Net cash
−$131.69M
Latest balance sheet
Dividend yield
—
Trailing 12 months
Shares change YoY
-2.1%
Year over year · fewer shares
Price change (1Y)
-30.4%
Trailing year
Short interest
8.1%
Latest settlement · 4.8 days to cover
Equibles Rating
blended score · not investment adviceOverall
Sell
SellHoldBuy
Technical
Sell
Momentum
Very Weak
Sentiment
Bearish
Fundamentals
Excellent
Quant / Vol
Moderate
Market backdrop
VIX 16.3 · calm
Equity put/call 0.53
Technical
price trend
50 / 200-day cross
No cross
Price vs 200-day avg
−11%
below
Price vs 50-day avg
−15%
below
RSI (14)
34
neutral
MACD trend
Positive
52-week position
11%
near low
Volume (OBV)
Confirms
volume backs price
Momentum
relative strength
1-month return
−17%
trailing
6-month return
−3%
trailing
YTD return
−19%
this year
Relative strength
−15%
vs S&P · 6-mo
Sentiment
smart money
Trend (MA cross)
No cross
50d $156 › 200d $149 — 50d above 200d
Institutional flow
Distributing
-2% holders QoQ · +31 funds added
Insider flow
Distributing
Net -$2.6M over 90 days · 100% sells
Short interest
Rising
8.06% of float · ▲ +3.6% MoM · 4.8 days cover
Volume signal
Normal
Volume near normal
Institution breadth
Steady
235 holders — mid 3-yr range
Squeeze score
55
elevated · 0–100
Fundamentals
Revenue growth
+32%
Y/Y
EPS growth
+18%
Y/Y
Free cash flow
$-74.1M
Valuation
P/E 7.5
below peers
Balance sheet
$88.2M
net cash
Quant / Vol
risk profile
Volatility
36%
annualized · 1-yr
Max drawdown
−35%
past year
ATR
3.8%
of price · 14-day
Blended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance & track record
Latest guidance
· from the Earnings Call filed Jun 30, 2026
third quarter
Employment expenses as a percentage of revenue
54%
going forward
Other operating expenses
Non-GAAP
$30M – $32M
Effective tax rate
13% – 14%
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders Sell
50 / 200-day cross
No cross
Neutral
Price vs 200-day avg
−11%
Bearish
Price vs 50-day avg
−15%
Bearish
RSI (14)
34
Neutral
MACD trend
Positive
Bullish
52-week position
11%
Bearish
Volume (OBV)
Confirms
Neutral
Market signals — smart money & positioning
Bearish · 3 of 6
Trend (MA cross)
No cross
50d $156 › 200d $149 — 50d above 200d
Institutional flow
Distributing
-2% holders QoQ · +31 funds added
Insider flow
Distributing
Net -$2.6M over 90 days · 100% sells
Short interest
Rising
8.06% of float · ▲ +3.6% MoM · 4.8 days cover
Volume signal
Normal
Volume near normal
Institution breadth
Steady
235 holders — mid 3-yr range
Price context
position in its 52-week range
Range low $125
Now $132 · 11%
Range high $194
vs 200-day avg -11%
vs 50-day avg -15%
Illustrative 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 |
|---|---|---|---|
| Average Assets Under Management | $153.33B | Three Months Ended June 30, 2026 filing | — |
| Average Fee Earned | 43.1 | Three Months Ended June 30, 2026 filing | — |
| Closed-End Funds average assets under management | 13.35B | Three Months Ended June 30, 2026 filing | — |
| Closed-End Funds average fee earned | 86.8 | Three Months Ended June 30, 2026 filing | — |
| Institutional Accounts average assets under management | 50.25B | Three Months Ended June 30, 2026 filing | — |
| Institutional Accounts average fee earned | 32.2 | Three Months Ended June 30, 2026 filing | — |
| Market performance | 9.3B | Three Months Ended June 30, 2026 filing | — |
| Net flows | -$5.6B | second quarter of 2026 filing | — |
| Open-End Funds average assets under management | 52.51B | Three Months Ended June 30, 2026 filing | — |
| Open-End Funds average fee earned | 42.1 | Three Months Ended June 30, 2026 filing | — |
| Retail Separate Accounts average assets under management | 37.23B | Three Months Ended June 30, 2026 filing | — |
| Retail Separate Accounts average fee earned | 43.7 | Three Months Ended June 30, 2026 filing | — |
| Total sales | $6.1B | second quarter of 2026 filing | — |
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.
|
$864.79M | -18.9% | +31.9% | 7.5 | 8.1% |
|
BLK
BlackRock, Inc.
|
$347.03B | -1.1% | +16.2% | 25.6 | 0.6% |
|
KKR
KKR & Co. Inc.
|
$86.77B | -28.4% | -11.0% | — | 1.5% |
|
BX
Blackstone Inc.
|
$85.57B | -27.3% | +9.2% | 25.6 | 2.6% |
|
BN
BROOKFIELD Corp /ON/
|
$81.46B | -20.5% | — | — | 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 sectionOwnership
Short & Settlement
Smart Money
Financials
Filings
Earnings & Events
Performance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| VRTS | +3.4% | -17.3% | -2.6% | -20.1% | -18.9% |
| SPY | -0.7% | +0.1% | +12.2% | -0.6% | +11.8% |
| vs SPY | +4.1% | -17.4% | -14.8% | -19.5% | -30.7% |
Capital returns
Buyback program
· as of Jun 30, 2026
Authorized
shares 4.93M
Spent (derived)
shares 4.27M
Remaining
shares 662,388
Spent
Remaining
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.