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VRTS Overview

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$
0.000
0.000(0.000%)
At close
0.000(0.000%)Aft-market
ET
$
0.000
0.000(0.000%)
At close
0.000(0.000%)Aft-market
ET
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Intellectia

Loading chart...

High
132.240
Open
130.280
VWAP
130.35
Vol
154.19K
Mkt Cap
871.49M
Low
128.640
Amount
20.10M
EV/EBITDA(TTM)
14.98
Total Shares
6.70M
EV
3.30B
EV/OCF(TTM)
42.59
P/S(TTM)
1.39
Virtus Investment Partners, Inc. provides investment management and related services to institutions and individuals. It offers investment strategies for institutional and individual investors in different investment products and through multiple distribution channels. It provides various asset classes (equity, fixed income, multi-asset and alternatives), geographies (domestic, global, international and emerging), market capitalizations (large, mid and small), styles (growth, core and value) and investment approaches (fundamental and quantitative). Its retail products include open-end funds, closed-end funds and retail separate accounts. Its institutional products are offered to a variety of institutional clients through institutional separate accounts and commingled accounts, including sub advisory services to other investment advisers and its sponsored structured products. Its institutional products are marketed through relationships with consultants as well as directly to clients.
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Events Timeline

(ET)
2026-03-11
07:50:00
Virtus Investment Reports $157.6B in Assets Under Management
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2026-02-11 (ET)
2026-02-11
07:20:00
Virtus Investment Reports Total Client Assets of $160.2B
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2026-02-06 (ET)
2026-02-06
07:20:00
Company Reports Q4 Revenue of $208.02M, Beating Consensus
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2026-01-13 (ET)
2026-01-13
07:30:00
Virtus Investment Reports Total Client Assets of $161.3B
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News

Newsfilter
8.0
03-16Newsfilter
DTF Tax-Free Income Fund Announces Dividend Payments
  • Dividend Amount: DTF Tax-Free Income 2028 Term Fund has authorized a dividend of $0.0325 per share, payable on April 29, May 28, and June 29, 2026, indicating the fund's commitment to providing consistent returns to shareholders.
  • Payment Schedule: The scheduled payment dates ensure that investors receive their dividends on time, which enhances investor confidence in the fund's management and operational reliability.
  • Tax Information Disclaimer: The reported dividend amounts are estimates and may change based on the fund's investment performance and tax regulations, highlighting the importance for investors to be aware of accurate tax reporting for compliance purposes.
  • Investment Objective: The fund aims to achieve current income exempt from federal income tax through a diversified portfolio of investment-grade tax-exempt obligations, reflecting its robust investment strategy and risk management capabilities.
seekingalpha
7.5
03-11seekingalpha
Virtus Investment Partners Reports $157.6B in AUM as of February 2026
  • Assets Under Management: As of February 28, 2026, Virtus Investment Partners reported preliminary assets under management of $155.9 billion and other fee-earning assets of $1.7 billion, totaling $157.6 billion in client assets, indicating the company's stability in the market.
  • Outflow Situation: February's AUM fell nearly 1.6% from January's $158.4 billion, primarily due to net outflows in institutional accounts, retail separate accounts, and U.S. retail funds, reflecting challenges in the market environment.
  • Product Type Distribution: By product type, open-end funds accounted for $53.3 billion, closed-end funds held $11.37 billion, retail separate accounts totaled $40.7 billion, and institutional accounts stood at $50.54 billion, showcasing varying market performance across different products.
  • Asset Class Analysis: In terms of asset classes, equities accounted for $76.79 billion, fixed income for $40.22 billion, multi-asset strategies for $22.41 billion, and alternatives for $16.51 billion, indicating the company's strategic positioning in diversified investment strategies.
Newsfilter
9.5
03-11Newsfilter
Virtus Investment Partners Reports $157.6 Billion in Total Client Assets
  • AUM Decline: As of February 28, 2026, Virtus Investment Partners reported preliminary assets under management (AUM) of $155.9 billion, down from $158.4 billion on January 31, 2026, primarily due to net outflows in institutional accounts and U.S. retail funds, indicating market volatility's impact on asset management.
  • Product Type Insights: Among various product types, open-end funds saw AUM decrease to $53.3 billion from $53.5 billion, while closed-end funds increased to $11.4 billion from $10.9 billion, reflecting changing investor preferences across different investment vehicles.
  • Asset Class Distribution: By February 2026, equity assets totaled $76.8 billion, down from $80.8 billion in January, highlighting pressure on stock investments due to market conditions, whereas fixed income assets slightly increased to $40.2 billion, suggesting a shift towards more stable income sources by investors.
  • Future Outlook: Despite facing challenges from net outflows, Virtus Investment Partners remains committed to attracting clients through diversified investment strategies and product offerings, particularly with positive net inflows in global funds and ETFs, which may support future asset growth.
Newsfilter
8.0
03-04Newsfilter
Virtus Convertible & Income Fund II Declares Cash Distribution
  • Cash Distribution Announcement: Virtus Convertible & Income Fund II has declared a cash distribution of $0.34375 per share payable on March 31, 2026, to Series A cumulative preferred shareholders of record on March 24, 2026, demonstrating the fund's commitment to shareholder returns.
  • Preferred Stock Rating and Yield: The Series A cumulative preferred shares, trading on the NYSE, are rated 'A' by Fitch and offer an annual dividend rate of $1.375 per share, indicating the fund's capability to provide stable income.
  • Share Issuance and Liquidity: The 4,360,000 Series A cumulative preferred shares were issued at $25.00 per share on September 11, 2018, and are now callable at any time at liquidation value plus accrued dividends, enhancing liquidity options for investors.
  • Investment Objectives and Risks: The fund aims to provide total return through capital appreciation and high current income, although investments carry risks, including potential loss of principal, necessitating careful evaluation of the fund's investment objectives and risks.
Newsfilter
8.0
03-04Newsfilter
Virtus Total Return Fund Announces Monthly Distribution Plan
  • Distribution Announcement: Virtus Total Return Fund Inc. has announced monthly distributions of $0.05 per share for March, April, and May 2026, reflecting the fund's commitment to maintaining consistent payouts, although it may draw from assets to meet distribution levels.
  • Source of Distributions: Under its Managed Distribution Plan, the fund's distribution sources for the fiscal year-to-date show net investment income at 21.9%, short-term capital gains at 37.0%, and long-term capital gains at 41.1%, indicating a diversified income structure that helps stabilize investor confidence.
  • Performance Overview: As of February 27, 2025, the fund reported a five-year average annual return of 10.62% and an annualized current distribution rate of 7.46%, demonstrating its dual objectives of capital appreciation and income generation, enhancing its attractiveness to investors.
  • Risk Disclosure: Investing in the fund carries risks, including potential loss of principal, and shares may trade at a premium or discount to net asset value, necessitating careful evaluation by investors before making decisions.
Newsfilter
8.0
03-04Newsfilter
Virtus Convertible & Income Fund Declares Cash Distribution
  • Cash Distribution Announcement: Virtus Convertible & Income Fund has declared a cash distribution of $0.3515625 per share payable on March 31, 2026, to Series A cumulative preferred shareholders of record on March 24, 2026, demonstrating the company's commitment to shareholder returns.
  • Preferred Stock Rating and Yield: The Series A cumulative preferred shares, trading on the NYSE, are rated 'A' by Fitch Ratings with an annual dividend rate of $1.40625 per share, indicating the fund's capability to provide stable income, appealing to income-seeking investors.
  • Share Issuance and Liquidity: The 4 million Series A cumulative preferred shares issued on September 20, 2018, at an initial price of $25.00 per share are now callable at any time at the liquidation value plus accrued dividends, enhancing liquidity options for investors.
  • Investment Objective and Risks: The fund aims to provide total return through capital appreciation and high current income, and while there are risks of principal loss, its diversified investment strategies and management team offer investors a range of investment solutions.
Wall Street analysts forecast VRTS stock price to rise
4 Analyst Rating
Wall Street analysts forecast VRTS stock price to rise
1 Buy
1 Hold
2 Sell
Hold
Current: 0.000
sliders
Low
158.00
Averages
181.00
High
218.00
Current: 0.000
sliders
Low
158.00
Averages
181.00
High
218.00
Barclays
Benjamin Budish
Underweight
downgrade
$166 -> $142
AI Analysis
2026-02-09
Reason
Barclays
Benjamin Budish
Price Target
$166 -> $142
AI Analysis
2026-02-09
downgrade
Underweight
Reason
Barclays analyst Benjamin Budish lowered the firm's price target on Virtus Investment to $142 from $166 and keeps an Underweight rating on the shares post the Q4 report. The firm says the company's flow profile continues to be challenging.
TD Cowen
Hold
downgrade
$173 -> $155
2026-02-06
Reason
TD Cowen
Price Target
$173 -> $155
2026-02-06
downgrade
Hold
Reason
TD Cowen lowered the firm's price target on Virtus Investment to $155 from $173 and keeps a Hold rating on the shares.
Unlock Full Analyst Thesis, Get the complete breakdown of rating reason for VRTS
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Valuation Metrics

The current forward P/E ratio for Virtus Investment Partners Inc (VRTS.O) is 6.37, compared to its 5-year average forward P/E of 7.98. For a more detailed relative valuation and DCF analysis to assess Virtus Investment Partners Inc's fair value, Click here.

Forward PE

The forward P/E ratio is a valuation metric that divides a company's current stock price by its estimated future earnings per share over the next 12 months.
StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
5Y Average PE
7.98
Current PE
6.37
Overvalued PE
9.02
Undervalued PE
6.94

Forward EV/EBITDA

The forward EV/EBITDA ratio is a valuation metric that divides a company's enterprise value (EV) by its estimated future earnings before interest, taxes, depreciation, and amortization (EBITDA) over the next 12 months.
StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
5Y Average EV/EBITDA
5.34
Current EV/EBITDA
4.57
Overvalued EV/EBITDA
6.01
Undervalued EV/EBITDA
4.68

Forward PS

The forward P/S ratio is a valuation metric that divides a company's current stock price by its estimated future sales (or revenue) per share over the next 12 months.
StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
5Y Average PS
1.94
Current PS
1.42
Overvalued PS
2.31
Undervalued PS
1.56

Financials

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Frequently Asked Questions

What is Virtus Investment Partners Inc (VRTS) stock price today?

The current price of VRTS is 130.16 USD — it has increased 0.81

What is Virtus Investment Partners Inc (VRTS)'s business?

Virtus Investment Partners, Inc. provides investment management and related services to institutions and individuals. It offers investment strategies for institutional and individual investors in different investment products and through multiple distribution channels. It provides various asset classes (equity, fixed income, multi-asset and alternatives), geographies (domestic, global, international and emerging), market capitalizations (large, mid and small), styles (growth, core and value) and investment approaches (fundamental and quantitative). Its retail products include open-end funds, closed-end funds and retail separate accounts. Its institutional products are offered to a variety of institutional clients through institutional separate accounts and commingled accounts, including sub advisory services to other investment advisers and its sponsored structured products. Its institutional products are marketed through relationships with consultants as well as directly to clients.

What is the price predicton of VRTS Stock?

Wall Street analysts forecast VRTS stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for VRTS is181.00 USD with a low forecast of 158.00 USD and a high forecast of 218.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.

What is Virtus Investment Partners Inc (VRTS)'s revenue for the last quarter?

Virtus Investment Partners Inc revenue for the last quarter amounts to 203.73M USD, decreased -10.03

What is Virtus Investment Partners Inc (VRTS)'s earnings per share (EPS) for the last quarter?

Virtus Investment Partners Inc. EPS for the last quarter amounts to 4.65 USD, decreased -18.56

How many employees does Virtus Investment Partners Inc (VRTS). have?

Virtus Investment Partners Inc (VRTS) has 805 emplpoyees as of March 31 2026.

What is Virtus Investment Partners Inc (VRTS) market cap?

Today VRTS has the market capitalization of 871.49M USD.