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%
Virtus Investment Partners statistics
Financials through Jun 30, 2026, price as of Oct 19, 2026, median of Investment Advice companies for comparison
Valuation
| Measure | Virtus Investment Partners | Industry median |
|---|---|---|
| Market Cap | $779.76M | $773.71M |
| Enterprise Value | $493.89M | $580.14M |
| PE Ratio | 6.71 | 19.40 |
| PS Ratio | 0.94 | 3.50 |
| PB Ratio | 0.82 | 1.52 |
Enterprise value
| Measure | Virtus Investment Partners | Industry median |
|---|---|---|
| EV / Sales | 0.60 | 2.82 |
| EV / EBITDA | 2.45 | 15.19 |
| EV / EBIT | 3.81 | 18.34 |
Income (trailing twelve months)
| Measure | Virtus Investment Partners | Industry median |
|---|---|---|
| Revenue | $825.31M | $858.37M |
| Operating Income | $129.65M | $7.74M |
| Pretax Income | $158.02M | $269.30M |
| EBITDA | $201.56M | $72.05M |
| EPS (Diluted) | $17.55 | $2.27 |
Margins
| Measure | Virtus Investment Partners | Industry median |
|---|---|---|
| Operating Margin | 15.7% | 18.8% |
| Pretax Margin | 19.1% | 22.3% |
| EBITDA Margin | 24.4% | 21.9% |
| FCF Margin | -6.29% | 20.1% |
Returns
| Measure | Virtus Investment Partners | Industry median |
|---|---|---|
| Return on Invested Capital (ROIC) | 14.5% | 4.03% |
Growth
| Measure | Virtus Investment Partners | Industry median |
|---|---|---|
| Revenue Growth (YoY) | -7.16% | 15.2% |
| EPS Growth (YoY) | -14.6% | 15.0% |
| FCF Growth (YoY) | -265.1% | 2.56% |
| Revenue Growth (3Y CAGR) | -1.28% | 11.9% |
| Revenue Growth (5Y CAGR) | 7.15% | 9.48% |
| EPS Growth (3Y CAGR) | 8.81% | 11.0% |
| EPS Growth (5Y CAGR) | 14.8% | 9.30% |
Balance sheet
| Measure | Virtus Investment Partners | Industry median |
|---|---|---|
| Cash & Short-Term Investments | $286.94M | $64.64M |
| Net Cash (Debt) | $286.94M | $37.55M |
| Net Cash Per Share | $43.33 | $1.24 |
| Equity (Book Value) | $945.28M | $505.81M |
| Book Value Per Share | $142.73 | $17.04 |
| Tangible Book Value | -$294.69M | $210.80M |
Cash flow (trailing twelve months)
| Measure | Virtus Investment Partners | Industry median |
|---|---|---|
| Operating Cash Flow | -$45.84M | $11.08M |
| Capital Expenditures | -$6.05M | -$11.81M |
| Free Cash Flow | -$51.90M | $313.40M |
| FCF Per Share | -$7.84 | $1.29 |
Efficiency
| Measure | Virtus Investment Partners | Industry median |
|---|---|---|
| Asset Turnover | 0.20 | 0.25 |
| Revenue Per Employee | $1.03M | $1.03M |
| Employee Count | 805 | 700 |
Dividends and yields
| Measure | Virtus Investment Partners | Industry median |
|---|---|---|
| FCF Yield | -6.66% | 6.00% |
| Dividend Yield | 7.90% | 1.85% |
| Buyback Yield | 3.91% | 1.19% |
| Shareholder Yield | 11.8% | 1.82% |
| Dividend Per Share | $9.30 | $1.40 |
| Dividend Growth (YoY) | 12.0% | 5.80% |
| Years of Dividend Growth | 8 | 2 |
Shares
| Measure | Virtus Investment Partners | Industry median |
|---|---|---|
| Shares Outstanding | 6,622,690 | 41,100,900 |
| Shares Change (YoY) | -3.54% | 0.87% |
| Shares Change (QoQ) | -0.89% | 0.00% |
| Float | 6,141,590 | 27,062,500 |
| Shares Held by Insiders | 7.26% | 0.00% |
| Shares Held by Institutions | 90.7% | 36.9% |
Taxes
| Measure | Virtus Investment Partners | Industry median |
|---|---|---|
| Income Tax | $42.07M | $39.89M |
| Effective Tax Rate | 26.6% | 21.6% |
Scores
| Measure | Virtus Investment Partners | Industry median |
|---|---|---|
| Graham Number | $237.41 | $40.68 |
| Graham Upside | 101.6% | -38.1% |
| Altman Z-Score | 0.53 | 9.82 |
Calculated by StockData from Virtus Investment Partners's SEC filings and the latest closing price. Hover a measure to see its formula. The grey column is the median of companies in the same industry group (two-digit SIC code); green or red marks a better or worse value than that median.