Forbes·1 day ago
Dividend Growth Stock List: 8 Names Yielding Up To 8.3%Wall Street analysts have one job: predict where companies' earnings are going in the coming quarter. Sounds simple enough, except said suits aren't so good at it!
Virtus Investment Partners, Inc.(VRTS)Earnings, Financials & Key Ratios
VRTS•NASDAQ
$154.79
7.8× P/E·Price updated Jul 6, 2026
AboutVirtus 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.Show more
- EBITDA$205M-18.6%
- Net Income$138M+13.7%
- EPS (Diluted)19.97+18.2%
- Gross Margin74.89%+43.8%
- EBITDA Margin24.64%-11.5%
- Operating Margin17.44%-13.7%
- Net Margin16.66%+23.6%
- ROE13.52%+10.1%
VRTS Price & Volume
Virtus Investment Partners, Inc. (VRTS) stock price & volume — 10-year historical chart
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Structural Margin Compression Challenges Virtus Investment Outlook
Investment Thesis • Updated 2026Q1
VerdictNegative: The firm's fundamental outlook is constrained by a 2.8% operating margin and a high debt-to-equity ratio of 2.56
Growth:Contracting
Profitability:Strained
Financial:Vulnerable
Cash Flow:Deteriorating
Primary Risk:AUM-linked revenue volatility
Key Thesis Takeaways
- Virtus Investment Partners faces significant headwinds as its multi-boutique model struggles with top-line contraction and rising operational volatility.
- The firm's reliance on debt financing, evidenced by a $2.8 billion total debt load, limits strategic flexibility while persistent net organic outflows threaten long-term profitability.
- Investors should monitor the sustainability of the 6.3% dividend yield against the backdrop of declining operating margins and erratic cash flow generation.
Verdict Logic
which suggests significant risk to shareholder value in a contracting revenue environment.
VRTS Growth Metrics
Virtus Investment Partners, Inc. (VRTS) revenue, earnings & EPS growth — 3, 5 & 10-year CAGR
Revenue CAGR
10 Years8.13%
5 Years6.61%
3 Years-1.97%
TTM-
Profit CAGR
10 Years14.7%
5 Years11.6%
3 Years5.6%
TTM-3.04%
EPS CAGR
10 Years17.68%
5 Years14.79%
3 Years8.81%
TTM0.71%
Return on Capital
10 Years5.27%
5 Years5.48%
3 Years4.28%
Last Year3.66%
VRTS Recent Earnings
Virtus Investment Partners, Inc. (VRTS) EPS & revenue vs analyst estimates — last 4 quarters
●Beat EPS 5/12 qtrs (42%)●Beat Revenue 12/12 qtrs (100%)
Q2 2026Latest
May 1, 2026Metric
Actual
Est
EPS
$5.38-3.2%
$5.56
Rev
$200M+11.2%
$179M
Q1 2026
Feb 6, 2026Metric
Actual
Est
EPS
$6.50-1.2%
$6.58
Rev
$208M+7.1%
$194M
Q4 2025
Oct 24, 2025Metric
Actual
Est
EPS
$6.69-0.3%
$6.71
Rev
$215M+10.3%
$195M
Q3 2025
Jul 25, 2025Metric
Actual
Est
EPS
$6.25+0.6%
$6.21
Rev
$211M+4.6%
$201M
| Quarter | Date | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|---|
| Q2 2026Latest | May 1, 2026 | $5.38vs $5.56-3.2% | $200Mvs $179M+11.2% |
| Q1 2026 | Feb 6, 2026 | $6.50vs $6.58-1.2% | $208Mvs $194M+7.1% |
| Q4 2025 | Oct 24, 2025 | $6.69vs $6.71-0.3% | $215Mvs $195M+10.3% |
| Q3 2025 | Jul 25, 2025 | $6.25vs $6.21+0.6% | $211Mvs $201M+4.6% |
Based on last 12 quarters of dataView full earnings history →
Latest VRTS News
Recent stock market news and headlines for Virtus Investment Partners, Inc. (VRTS)
Zacks Investment Research·Jun 29, 2026
Virtus (VRTS) Moves 8.8% Higher: Will This Strength Last?Virtus (VRTS) was a big mover last session on higher-than-average trading volume. The latest trend in earnings estimate revisions might not help the stock continue moving higher in the near term.
Peers Comparison
Key metrics vs top competitors for Virtus Investment Partners, Inc. (VRTS)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $154.79 | $1.03B | 7.75 | -8% | 16.66% | 13.52% | 6.02% | |
| $90.78 | $5.81B | 22.25 | 46.19% | 25.78% | 15.76% | — | |
| $14.38 | $753.55M | -1.58 | -6.39% | -103.77% | -38.83% | — | |
| $174.99 | $473.29M | 9.77 | 4.48% | 30.89% | 27.03% | — | |
| $3.03 | $38.42M | -121.20 | -23.05% | 29.15% | 6.96% | — | |
| $10.07 | $79.54M | 7.93 | 19.87% | 25.4% | 8.53% | — |
Compare VRTS vs Peers
Virtus Investment Partners, Inc. (VRTS) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
VRTS SEC Filings & Documents
Virtus Investment Partners, Inc. (VRTS) SEC filings — annual & quarterly reports (10-K, 10-Q)
8-K Announcements
6Material company update
May 20, 2026·SEC
Material company update
Apr 17, 2026·SEC
Material company update
Mar 2, 2026·SEC
10-K Annual Reports
410-Q Quarterly Reports
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VRTS Frequently Asked Questions
Virtus Investment Partners, Inc. (VRTS) stock FAQ — growth, dividends, profitability & financials explained
Growth & Financials
What is Virtus Investment Partners, Inc.'s revenue?
Virtus Investment Partners, Inc. (VRTS) reported $799.8M in revenue for fiscal year 2025.
How fast is Virtus Investment Partners, Inc. growing?
Virtus Investment Partners, Inc. (VRTS) saw revenue decline by 8.0% over the past year.
Is VRTS profitable?
Yes, Virtus Investment Partners, Inc. (VRTS) is profitable, generating $116.9M in net income for fiscal year 2025 (16.7% net margin).
Dividend & Returns
Does VRTS pay dividends?
Yes, Virtus Investment Partners, Inc. (VRTS) pays a dividend with a yield of 6.02%. This makes it attractive for income-focused investors.
What is VRTS's return on equity?
Virtus Investment Partners, Inc. (VRTS) has a return on equity (ROE) of 13.5%. This is reasonable for most industries.
What is Virtus Investment Partners, Inc.'s free cash flow?
Virtus Investment Partners, Inc. (VRTS) had negative free cash flow of $26.9M in fiscal year 2025, likely due to heavy capital investments.