Virtus Investment Partners, Inc. (VRTS) stock
Close on Nov 11, 2026Market cap $860.62MP/E 8.0Yield 7.16%
Virtus Investment Partners, Inc. saw revenue fall 8.2% to $806.52M over the twelve months to Sep 30, 2026. Operating income fell 34.9% to $116.94M, moving the operating margin from 20.4% to 14.5%. Free cash flow was -$84.38M, down 221.3% from a year earlier. At the latest close the market valued the company at $860.62M, 8.0 times its earnings.
Key statistics
Valuation at the latest close; fundamentals over the trailing twelve months, balances at Sep 30, 2026
Valuation
- Market cap
- $860.62M
- P/E ratio
- 8.0
- Price to sales
- 1.07
- Price to book
- 0.91
- Dividend yield
- 7.16%
- Free cash flow yield
- -9.80%
Fundamentals
- Revenue
- $806.52M
- EPS, diluted
- $16.16
- Free cash flow
- -$84.38M
- Book value per share
- $139.78
- Diluted shares
- 7M
Trading
- Next earnings
- Feb 5, 2027 (estimated, before the open)
- Previous close
- $131.71
- Open
- $130.52
- Day's range
- $125.86 – $130.62
- Volume
- 148,324
- Average volume (20 days)
- 153,371
- Index membership
- S&P SmallCap 600, Russell 2000, Russell 3000
- Beta (5 years)
- 1.34
- 52-week range
- $116.71 – $175.66
- RSI (14 days)
- 52.2
- Volatility (1 year)
- 38.0%
- Relative volume
- 1.06×
- WACC
- 11.6%
On 1 of our idea list: Undervalued and financially sound
Index membership is inferred from the holdings of funds that track each index (SPSM, IJR, IWM, IWV), as reported to the SEC for Jun 30, 2026. Join dates come from quarterly fund reports since 2019, so they are accurate to the quarter.
Market cap history
Month-end market cap since 2010, using shares outstanding reported at the time
Total return vs. the S&P 500
Price change plus reinvested dividends, to the close on Nov 11, 2026. The S&P 500 is measured by the SPY fund.
| Period | VRTS | S&P 500 | Difference | VRTS per year | S&P 500 per year |
|---|---|---|---|---|---|
| 1 month | -1.0% | -2.4% | +1.4 pts | ||
| 3 months | -22.1% | -1.2% | −20.9 pts | ||
| Year to date | -16.6% | +12.3% | −28.9 pts | ||
| 1 year | -17.0% | +12.4% | −29.4 pts | ||
| 3 years | -23.2% | +78.8% | −102.1 pts | -8.4% | +21.4% |
| 5 years | -51.2% | +75.2% | −126.3 pts | -13.4% | +11.9% |
| 10 years | +62.9% | +311.1% | −248.2 pts | +5.0% | +15.2% |
Fifteen years at a glance
Fiscal years 2011 to 2025 and trailing twelve months, USD
Revenue
Operating income
Net income
EPS, diluted
Free cash flow
Press releases
Releases Virtus Investment Partners filed with the SEC as exhibits to Form 8-K or 6-K
- Results
- Results
- Results
- Update
- Update
- Results
About Virtus Investment Partners
Investment Advice
Virtus Investment Partners, Inc. provides investment management and related services to individual and institutional clients. The company operates through a multi-manager framework, offering strategies across asset classes including equity, fixed income, multi-asset, and alternatives. Its offerings encompass open-end mutual funds, exchange-traded funds, closed-end funds, retail separate accounts, and institutional commingled accounts, alongside collateral management for structured products and wealth advisory services. Portfolio management is conducted by affiliated investment managers and select third-party subadvisers, supported by centralized distribution and operational infrastructure.
Company profile, executives and historyVirtus Investment Partners stock: common questions
What is Virtus Investment Partners's stock price?
VRTS closed at $129.95 on Nov 11, 2026, down 1.34% on the day. Over the past 52 weeks it traded between $116.71 and $175.66.
What is Virtus Investment Partners's market cap?
Virtus Investment Partners was worth $860.62M at the close on Nov 11, 2026: the share price times the diluted shares outstanding.
What is VRTS's P/E ratio?
VRTS trades at 8.0 times earnings, based on diluted earnings per share of $16.16 over the twelve months to Sep 30, 2026.
How much revenue does Virtus Investment Partners make?
Virtus Investment Partners reported revenue of $806.52M for the twelve months to Sep 30, 2026, down 8.2% from a year earlier.
Does Virtus Investment Partners pay a dividend?
Yes. Virtus Investment Partners paid $9.30 per share over the last twelve months, a yield of 7.16% at the latest price, and has raised its annual dividend 8 years in a row.
When does Virtus Investment Partners report earnings next?
Virtus Investment Partners is expected to report Q4 FY2026 results on Feb 5, 2027, before the open. The date is estimated from its past reporting pattern until the company confirms it.
How has VRTS stock performed over the past year?
Including dividends, VRTS returned -17.0% over the past year, against +12.4% for the S&P 500.
How many VRTS shares are sold short?
0M shares were sold short at the latest FINRA report, 7.74% of the float, or 3.2 days of average trading volume.
Who are Virtus Investment Partners's competitors?
Companies most similar to Virtus Investment Partners by business, industry and size include VCTR, CNS, FHI, APAM, HLNE.
See a number that looks wrong?