VRTSNYSEInvestment AdviceFiscal year ends December 31
VIRTUS INVESTMENT PARTNERS, INC.
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 7, 2026
$117.74−5.19 (-4.22%)
Close on Oct 19, 2026
- Market cap
- $798.04M
- P/E (TTM)
- 6.7
- Dividend yield
- 7.90%
Margins
Share of revenue, fiscal years 2011 to 2025
Operating margin
19.8%−3.9 pts over 5 years
Net margin
–
Growth rates
Compound annual growth to fiscal 2025
| Per year | 1 year | 3 years | 5 years | 10 years | Five-year pace |
|---|---|---|---|---|---|
| Revenue | -6.0% | -1.3% | +7.1% | +8.4% | |
| Operating income | -7.6% | -5.1% | +3.3% | +7.7% | |
| EPS, diluted | +18.2% | +8.8% | +14.8% | +17.7% | |
| Dividend per share | +12.0% | +13.9% | +25.6% | +17.8% |
Returns and balance sheet
10 fiscal years. Hover a measure to see how it is calculated.
| Measure | FY2016 | FY2020 | FY2025 | Trend |
|---|---|---|---|---|
| Return on equity | 11.7% | 11.5% | – | |
| Return on assets | 5.8% | 2.4% | – | |
| Capex to revenue | 0.6% | 0.2% | 0.8% | |
| Diluted shares | 8M | 8M | 7M |
Where the cash went
Fiscal 2021 to 2025, five years combined
Virtus Investment Partners generated $1.10B from operations and spent $584.51M on capital expenditure, dividends and share buybacks. 6% of that went back into the business.
Generated
$1.10B
Used
$584.51M
Capital expenditure$33.71M6%Dividends$253.43M43%Share buybacks$297.37M51%
DuPont analysis
Return on equity split into margin, efficiency and leverage
Net margin21.3%
×Asset turnover0.26×
×Equity multiplier4.81×
=Return on equity, FY202127.0%
| Fiscal year | Net margin | Asset turnover | Equity multiplier | Return on equity |
|---|---|---|---|---|
| FY2021 | 21.3% | 0.26× | 4.81× | 27.0% |
| FY2020 | 13.2% | 0.18× | 4.81× | 11.5% |
| FY2019 | 17.0% | 0.19× | 4.65× | 14.7% |
| FY2018 | 13.7% | 0.20× | 4.48× | 12.4% |
| FY2017 | 8.7% | 0.25× | 3.75× | 8.1% |
| FY2016 | 15.0% | 0.38× | 2.03× | 11.7% |
Piotroski F-Score
Nine tests of profitability, balance sheet and efficiency, fiscal 2025 against fiscal 2024
1of 3 tests passed in fiscal 2025. Some tests lack the figures they need.
- ProfitableNet income above zero–
- Cash generatingOperating cash flow above zero-$67.20M
- Return on assets improvedROA up on the prior year– → –
- Earnings backed by cashOperating cash flow above net income-$67.20M vs –
- Less leverageLong-term debt to assets fell– → –
- Better liquidityCurrent ratio rose– → –
- No dilutionShare count did not rise7M → 7M
- Gross margin improvedGross margin up on the prior year– → –
- More efficientAsset turnover rose0.25 → 0.21