Stocks · Financial Services · Asset Management
Virtus Investment Partners, Inc. VRTS
$133.81 +0.78% Close, Oct 2, 2026 · NYSE · Market cap $894.1M
Weak trendHigh risk
Next earnings report: Oct 23, 2026
Scroll or pinch to zoom, drag to move. Daily prices adjusted for splits. Markers: E = earnings (green beat, red miss), S = split, D = dividend.
Three things to know
- The shares trade at 7.6× trailing earnings, lower than 90% of the company's own readings over the past five years.
- Net debt is 10.3× EBITDA, a high level of leverage.
- Operating margin narrowed to 14.0% from 21.2% a year earlier.
PromtFinance scores
Each score is a percentile within the Financial Services sector (0–100). Under each score: how the stock ranks in its sector on every component. As of Oct 5, 2026.
Growth2Very weak
How fast revenue, earnings and cash flow are growing.
- Revenue growth (TTM, YoY)Bottom 9%
- EPS growth (TTM, YoY)Bottom 21%
- FCF growth (TTM, YoY)Bottom 3%
- Revenue growth, 3-year CAGRBottom 6%
- Revenue growth accelerationBottom 29%
Quality31Weak
Returns on capital, margins, earnings quality and balance-sheet strength.
- Return on invested capitalTop 45%
- Gross marginTop 9%
- Operating marginBottom 31%
- Cash conversion (OCF / net income)Bottom 10%
- Accruals (lower is better)Bottom 11%
- Net debt / EBITDA (lower is better)Bottom 13%
- Interest coverTop 37%
Value62Neutral
How cheap the shares are relative to earnings, cash flow and their own history.
- Earnings yieldTop 8%
- Free-cash-flow yieldBottom 11%
- EBITDA / enterprise valueTop 45%
- Sales / enterprise valueBottom 29%
- P/E vs own 5-year history (lower is better)Top 11%
Momentum18Very weak
Strength and persistence of the price trend, including versus the S&P 500.
- 12-month return excluding last monthBottom 13%
- 6-month returnBottom 49%
- 1-year return vs S&P 500Bottom 11%
- Distance from 52-week highBottom 15%
- Trend checklist (0–4)Bottom 27%
Revisions8Very weak
Earnings surprises and analyst sentiment (estimate-revision history is being collected).
- Average EPS surprise, last 4 quartersBottom 21%
- Consecutive EPS beatsBottom 17%
- Share of analysts rating BuyBottom 35%
- Upside to consensus price targetBottom 21%
Stability10Very weak
Low volatility, shallow drawdowns, low market sensitivity and modest leverage.
- Volatility, 60 days (lower is better)Bottom 24%
- Maximum drawdown, 3 yearsBottom 16%
- Beta vs S&P 500 (lower is better)Bottom 28%
- Net debt / EBITDA (lower is better)Bottom 13%
What changed
Latest four quarters versus the same period a year earlier (growth: versus one quarter earlier).
| Measure | Before | Now | |
|---|---|---|---|
| Revenue growth (YoY) | -11.0% | -14.4% | ↓ |
| EPS growth (YoY) | 0.7% | -14.5% | ↓ |
| Gross margin | 52.7% | 85.5% | ↑ |
| Operating margin | 21.2% | 14.0% | ↓ |
| FCF margin | 3.6% | -5.9% | ↓ |
Fundamental momentum
| Measure | Now (TTM) | Year / quarter before | Sector rank | |
|---|---|---|---|---|
| Revenue growth (TTM, YoY) | -14.4% | -11.0% | ↓ | Bottom 9% |
| EPS growth (TTM, YoY) | -14.5% | 0.7% | ↓ | Bottom 21% |
| Gross margin | 85.5% | 52.7% | ↑ | Top 9% |
| Operating margin | 14.0% | 21.2% | ↓ | Bottom 31% |
| Net margin | 15.7% | 16.4% | ↓ | — |
| Free-cash-flow margin | -5.9% | 3.6% | ↓ | — |
| Return on invested capital | 1.8% | — | Top 45% | |
| Revenue growth, 3-year CAGR | -2.0% | — | Bottom 6% |
Quality of earnings and balance sheet
- Cash conversion (OCF / net income)Above 1× means profits are backed by cash.
- -0.38×
- Accruals (net income − OCF) / assetsLower is better; high accruals can signal weaker earnings quality.
- 3.6%
- Stock-based compensation / revenueA cost to shareholders through dilution.
- 3.5%
- Receivables growth vs revenue growthReceivables growing much faster than sales can be a warning.
- +7.8 pp
- Net debt / EBITDABelow 1× is conservative; above 3× is high leverage.
- 10.25×
- Interest cover (operating income / interest)How many times operating profit covers interest.
- 1.5×
Shareholder returns
- Dividend yield (dividends paid, TTM)
- 7.36%
- Net buyback yield (TTM)
- 3.48%
- Shareholder yield
- 10.84%
- Share count change, 1 year
- -2.9%
- Share count change, 3-year CAGR
- -2.8%
Shareholder yield = dividends + net buybacks over the last four quarters, divided by market cap.
Based on the four quarters through Jun 30, 2026 (filed Aug 7, 2026).
Earnings and expectations
Earnings momentum
- Consecutive EPS beats
- 0
- Beats in the last 8 reports
- 3 of 8
- Average EPS surprise, last 4
- -3.4%
- Average 2-day reaction, last 8
- -4.7%
- Positive 20 days after report
- 2 of 8
Analysts
- Consensus price target
- $141.67
- Target vs current price
- +5.9%
- Analysts with a rating
- 11
- Share rating Buy or Strong Buy
- 36%
- Consensus rating
- Hold
How the stock reacted to recent reports
| Report date | EPS surprise | 2 days | 5 days | 20 days | 60 days |
|---|---|---|---|---|---|
| Jul 30, 2026 | -9.0% | -2.6% | -3.6% | -0.3% | — |
| May 1, 2026 | -3.2% | -6.6% | -2.5% | -1.7% | +17.5% |
| Feb 6, 2026 | -1.2% | -7.1% | -8.6% | -11.2% | -7.6% |
| Oct 24, 2025 | -0.3% | -6.2% | -8.0% | -12.5% | -5.5% |
| Jul 25, 2025 | +0.6% | -7.5% | -9.5% | -11.5% | -13.9% |
| Apr 25, 2025 | +7.5% | -2.3% | -0.2% | +7.8% | +34.4% |
| Jan 31, 2025 | -1.6% | -5.5% | -9.4% | -11.1% | -27.0% |
| Oct 25, 2024 | +1.8% | +0.4% | +1.6% | +12.4% | -1.2% |
Returns from the close before each report. Past reactions do not determine future ones.
Earnings history
| Report date | EPS | Estimate | Surprise | Revenue |
|---|---|---|---|---|
| Jul 30, 2026 | $5.54 | $6.09 | -9.0% | $201.4M |
| May 1, 2026 | $5.38 | $5.56 | -3.2% | $199.5M |
| Feb 6, 2026 | $6.50 | $6.58 | -1.2% | $208.0M |
| Oct 24, 2025 | $6.69 | $6.71 | -0.3% | $215.1M |
| Jul 25, 2025 | $6.25 | $6.21 | +0.6% | $210.5M |
| Apr 25, 2025 | $5.73 | $5.33 | +7.5% | $217.9M |
| Jan 31, 2025 | $7.50 | $7.62 | -1.6% | $232.4M |
| Oct 25, 2024 | $6.92 | $6.80 | +1.8% | $227.0M |
Valuation in context
| Multiple | Now | 5-year median | 5-year percentile | Sector rank (cheapness) |
|---|---|---|---|---|
| P/E (trailing) | 7.6× | 11.0× | 10th | Top 8% |
| P/E (forward) | 5.8× | — | — | — |
| EV / EBITDA | 13.9× | — | — | Top 45% |
| EV / Sales | 4.53× | — | — | Bottom 29% |
| Free-cash-flow yield | -5.03% | — | — | Bottom 11% |
| Earnings yield | 13.11% | — | — | Top 8% |
P/E over the past five years
Range 6.7× – 14.6× since Jun 30, 2021. Each point: price on the filing date divided by trailing-twelve-month EPS known then.
What moved the stock over the past year
- Price return, 1 year
- -28.1%
- Earnings per share growth (TTM)
- -14.5%
- Change in P/E multiple
- +3.3%
Most of the move came from earnings growth.
Technical state
Trend checklist
- ✗ Price above 20-day average
- ✗ Price above 50-day average
- ✗ Price above 200-day average
- ✓ 50-day average above 200-day
- ✓ MACD histogram positive
Trend quality
- Days above the 50-day average
- 0
- Days above the 200-day average
- 0
- 50-day average slope (20 days)
- -4.7%
- 200-day average slope (20 days)
- -1.5%
- Distance from 50-day average
- -13.3%
- Distance from 200-day average
- -10.3%
- RSI (14)
- 37.1
- Relative volume
- 0.81×
Risk and drawdowns
- Volatility, 60 days (annualized)
- 32.7%
- Volatility vs own 5-year history
- 40th percentile · Normal for this stock
- Beta vs S&P 500 (2 years, weekly)
- 0.89
- Correlation with S&P 500
- 0.42
- Current drawdown from 1-year high
- -30.9%
- Maximum drawdown, 3 years
- -50.2%
Largest declines in the past six years
| From peak | To low | Decline | Length | Recovery |
|---|---|---|---|---|
| Nov 12, 2021 | Sep 18, 2026 | -62.5% | 1215 days | Not yet recovered |
| Jun 3, 2021 | Jul 19, 2021 | -16.0% | 31 days | 13 days (Aug 5, 2021) |
| Jan 14, 2021 | Jan 27, 2021 | -13.4% | 8 days | 6 days (Feb 4, 2021) |
| Mar 1, 2021 | Mar 25, 2021 | -11.0% | 18 days | 23 days (Apr 28, 2021) |
| Oct 23, 2020 | Oct 29, 2020 | -10.6% | 4 days | 9 days (Nov 11, 2020) |
Declines of 10% or more from a closing high, measured on daily closes.
Financial statements
- Market cap
- $894.1M
- P/E (TTM)
- 7.6
- EPS, diluted (TTM)
- $17.54
- Revenue (TTM)
- $757.5M
- Dividend yield
- 9.01%
- 52-week range
- $121.61 – $195.00
| FY 2021 | FY 2022 | FY 2023 | FY 2024 | FY 2025 | |
|---|---|---|---|---|---|
| Revenue | $974.7M | $881.7M | $841.5M | $902.8M | $830.6M |
| Gross profit | $616.4M | $510.5M | $436.7M | $470.2M | $622.0M |
| Operating income | $325.5M | $197.5M | $151.5M | $182.5M | $144.9M |
| Net income | $208.1M | $117.5M | $130.6M | $121.7M | $138.4M |
| EPS (diluted) | $26.01 | $15.50 | $17.71 | $16.89 | $19.97 |
| Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | Q2 2026 | |
|---|---|---|---|---|---|---|---|---|
| Revenue | $226.0M | $232.4M | $216.9M | $209.5M | $215.1M | $189.1M | $186.0M | $167.2M |
| Net income | $41.0M | $33.3M | $28.6M | $42.4M | $31.9M | $35.5M | $7.1M | $44.6M |
| EPS (diluted) | $5.71 | $4.66 | $4.05 | $6.10 | $4.65 | $5.17 | $1.05 | $6.67 |
| FY 2021 | FY 2022 | FY 2023 | FY 2024 | FY 2025 | |
|---|---|---|---|---|---|
| Operating cash flow | $665.7M | $132.7M | $237.2M | $1.8M | -$67.2M |
| Capital expenditure | -$5.8M | -$6.6M | -$8.8M | -$5.6M | -$6.9M |
| Free cash flow | $659.9M | $126.1M | $228.3M | -$3.8M | -$74.1M |
| Dividends paid | -$31.4M | -$47.3M | -$52.0M | -$58.1M | -$64.6M |
| Net share buybacks | -$57.5M | -$90.0M | -$45.0M | -$44.9M | -$60.0M |
Cash outflows are shown as negative numbers.
- Cash and short-term investments
- $285.9M
- Total assets
- $4.54B
- Total liabilities
- $3.38B
- Total debt
- $2.82B
- Net debt
- $2.54B
- Shareholders’ equity
- $945.3M
As of Jun 30, 2026 (filed Aug 7, 2026).
Dividends
| Ex-date | Amount | Paid |
|---|---|---|
| Oct 30, 2026 | $2.45 | Nov 13, 2026 |
| Jul 31, 2026 | $2.40 | Aug 14, 2026 |
| Apr 30, 2026 | $2.40 | May 13, 2026 |
| Jan 30, 2026 | $2.40 | Feb 11, 2026 |
| Oct 31, 2025 | $2.40 | Nov 14, 2025 |
| Jul 31, 2025 | $2.25 | Aug 15, 2025 |
| Apr 30, 2025 | $2.25 | May 14, 2025 |
| Jan 31, 2025 | $2.25 | Feb 12, 2025 |
Short interest
- Shares sold short
- 533,773
- Days to cover
- 4.79
- Change vs previous report
- +3.6%
FINRA short interest, settlement date Sep 15, 2026.