Virtus Investment Partners, Inc. (VRTS) stock
VRTSNYSEInvestment AdviceFiscal year ends December 31
Financials through Q3 FY2026, quarter ended Sep 30, 2026Last filing: 10-Q on Nov 9, 2026Score 15/3055% below fair value
$124.56−5.39 (-4.15%)
Close on Nov 12, 2026Market cap $824.92MP/E 7.7Yield 7.47%
Virtus Investment Partners statistics
86 measures from SEC filings and the closing price. Hover a name for the formula; the last column is the median of companies in the same industry group.
Important dates
- Next earnings
- Feb 5, 2027 (estimated, before the open)
- Last ex-dividend date
- Jul 31, 2026
- Fundamentals through
- Sep 30, 2026
- Share price as of
- Nov 12, 2026
Valuation ratiosIndustry
Enterprise valuationIndustry
- EV / Sales
- 0.67
- 2.31
- EV / EBIT
- 4.64
- 17.61
Share statisticsIndustry
- Shares Change (YoY)
- -2.80%
- 1.07%
- Shares Change (QoQ)
- -0.95%
- 1.19%
- Float
- 6M
- 27M
- Shares Held by Insiders
- 7.26%
- 0.00%
- Shares Held by Institutions
- 90.7%
- 36.4%
Short sellingIndustry
- Short Interest
- 475,067
- –
- Short Interest Change
- -2.67%
- -1.90%
- Short % of Float
- 7.74%
- 2.17%
- Short % of Shares Outstanding
- 7.17%
- 1.59%
- Days to Cover
- 3.16
- 2.24
Stock price statisticsIndustry
- 52-Week High
- $175.66
- –
- 52-Week Low
- $116.71
- –
- 20-Day Moving Average
- $123.87
- –
- 50-Day Moving Average
- $130.85
- –
- 200-Day Moving Average
- $143.12
- –
- Average True Range (14)
- $6.17
- –
- Price Change (1 Week)
- -0.25%
- -2.00%
- Price Change (1 Month)
- 1.70%
- -6.23%
- Price Change (3 Months)
- -26.3%
- -2.38%
- Price Change (6 Months)
- -12.4%
- -11.9%
- Price Change (YTD)
- -23.7%
- -18.3%
- Price Change (1 Year)
- -24.0%
- -7.71%
- Price Change (3 Years)
- -35.3%
- 51.9%
- Price Change (5 Years)
- -62.6%
- 13.1%
- Price Change (10 Years)
- 16.6%
- 137.7%
- Average Volume (10 Days)
- 148,160
- –
- Average Volume (20 Days)
- 150,349
- –
- Average Volume (90 Days)
- 139,188
- –
- Relative Volume
- 0.75
- 0.86
- Relative Strength Index (14)
- 46.9
- 38.5
- Volatility (1 Year)
- 38.2%
- 44.3%
- Beta (5 Years)
- 1.33
- 0.80
MarginsIndustry
- Pretax Margin
- 17.7%
- 21.2%
- EBITDA Margin
- 24.2%
- 19.8%
- FCF Margin
- -10.5%
- 20.5%
Returns on capitalIndustry
- Return on Invested Capital (ROIC)
- 15.2%
- 3.30%
GrowthIndustry
- Revenue Growth (YoY)
- -8.18%
- 13.5%
- EPS Growth (YoY)
- -17.0%
- 12.7%
- FCF Growth (YoY)
- -221.3%
- 17.6%
- Revenue Growth (3Y CAGR)
- -1.28%
- 11.9%
- Revenue Growth (5Y CAGR)
- 7.15%
- 9.20%
- EPS Growth (3Y CAGR)
- 8.81%
- 11.0%
- EPS Growth (5Y CAGR)
- 14.8%
- 8.95%
EfficiencyIndustry
- Asset Turnover
- 0.19
- 0.25
- Revenue Per Employee
- $1.01M
- $1.01M
- Employee Count
- 801
- 700
- WACC
- 11.6%
- 8.68%
Income statement (TTM)Industry
- Pretax Income
- $143.13M
- $253.40M
Balance sheetIndustry
- Net Cash (Debt)
- $283.43M
- $47.07M
- Net Cash Per Share
- $42.80
- $1.63
- Equity (Book Value)
- $946.84M
- $543.32M
- Book Value Per Share
- $142.97
- $17.83
- Tangible Book Value
- -$273.19M
- $241.17M
Cash flow (TTM)Industry
- Capital Expenditures
- -$5.52M
- -$13.10M
- FCF Per Share
- -$12.74
- $2.11
Dividends and yieldsIndustry
- FCF Yield
- -10.2%
- 6.17%
- Dividend Yield
- 7.47%
- 1.68%
- Buyback Yield
- 4.91%
- 1.83%
- Shareholder Yield
- 12.4%
- 2.90%
- Dividend Per Share
- $9.30
- $1.40
- Dividend Growth (YoY)
- 12.0%
- 5.80%
- Years of Dividend Growth
- 8
- 2
Taxes and interestIndustry
- Income Tax
- $39.10M
- $37.71M
- Effective Tax Rate
- 27.3%
- 21.5%
Scores and fair valueIndustry
- Graham Number
- $228.00
- $42.72
- Graham Upside
- 83.0%
- -37.3%
- Altman Z-Score
- 0.53
- 11.63
- Lynch Fair Value
- $239.00
- –
- Lynch Upside
- 91.9%
- -21.1%
Total return vs. the S&P 500
Price change plus reinvested dividends, to the close on Nov 12, 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 | -4.6% | -2.7% | −1.9 pts | ||
| 3 months | -25.7% | -1.7% | −23.9 pts | ||
| Year to date | -20.0% | +11.9% | −31.9 pts | ||
| 1 year | -21.3% | +12.0% | −33.3 pts | ||
| 3 years | -26.4% | +78.2% | −104.6 pts | -9.7% | +21.2% |
| 5 years | -54.4% | +73.2% | −127.6 pts | -14.5% | +11.6% |
| 10 years | +56.1% | +309.6% | −253.5 pts | +4.6% | +15.1% |
Short interest
Shares sold short and not yet covered, reported by brokers to FINRA twice a month. Latest settlement date Oct 30, 2026.
0M VRTS shares were sold short on Oct 30, 2026, down 2.7% from the previous report, or 7.74% of the shares available to trade. At recent volumes it would take 3.2 days to buy them back. Over the last 20 sessions, 59.1% of the volume reported to FINRA was short selling.
| Settlement date | Shares short | Change | Avg. daily volume | Days to cover |
|---|---|---|---|---|
| Oct 30, 2026 | 475,067 | -2.7% | 150,407 | 3.2 |
| Oct 15, 2026 | 488,095 | +0.3% | 147,106 | 3.3 |
| Sep 30, 2026 | 486,570 | -8.8% | 170,348 | 2.9 |
| Sep 15, 2026 | 533,773 | +3.6% | 111,522 | 4.8 |
| Aug 31, 2026 | 515,108 | +15.8% | 93,115 | 5.5 |
| Aug 14, 2026 | 444,937 | +0.3% | 146,942 | 3.0 |
| Jul 31, 2026 | 443,548 | +4.0% | 149,412 | 3.0 |
| Jul 15, 2026 | 426,311 | -16.3% | 137,532 | 3.1 |
| Jun 30, 2026 | 509,070 | +15.7% | 139,425 | 3.6 |
| Jun 15, 2026 | 439,891 | +21.2% | 122,400 | 3.6 |
| May 29, 2026 | 362,833 | +3.1% | 107,648 | 3.4 |
| May 15, 2026 | 351,762 | +7.1% | 103,449 | 3.4 |
Ratios use trailing-twelve-month results and the latest balance sheet. How we calculate.
See a number that looks wrong?