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    Virtus Investment Partners, Inc. (VRTS)

    Official site

    FINANCIAL SERVICES • ASSET MANAGEMENT • NYSE

    $126.40
    +1.53 (+1.23%)

    Market Cap: $826.98M

    Last updated: Nov 06, 2026 at 4:10 PM ET

    Earnings

    Performance (10Y)

    Beat Rate
    67%(26/39)
    Avg Surprise
    +1.73%

    Upcoming Estimates

    Period ending Dec 31, 2026
    EPS Consensus$4.79
    Range$4.57 - $4.93
    4 analysts
    Revenue Consensus
    $173M
    Range$170M - $177M
    2 analysts
    Last 12 of 40 reported quarters and 1 upcoming estimate
    PeriodReportedEst.RangeSurpriseB/MAnalystsRevisionsYoY
    Dec 26EST
    		-$4.79$4.57 - $4.93--4--
    Sep 26
    Reported Oct 30
    		$N/A$5.78$5.74 - $5.84N/ABeat4
    No revisions (30d)
    		-
    Jun 26
    Reported Jul 30
    		$5.54$6.09$6.02 - $6.15-9.03%Miss4
    1
    0
    30d
    		-11.4%
    Mar 26
    Reported May 1
    		$5.38$5.67$5.47 - $5.86-5.11%Miss3
    1
    0
    30d
    		-6.1%
    Dec 25
    Reported Feb 6
    		$6.50$6.50$6.09 - $6.79+0.00%Beat4
    0
    3
    30d
    		-13.3%
    Sep 25
    Reported Oct 24
    		$6.69$6.77$6.69 - $6.95-1.18%Miss4
    1
    1
    30d
    		-3.3%
    Jun 25
    Reported Jul 25
    		$6.25$6.21$6.16 - $6.27+0.64%Beat4
    0
    1
    30d
    		-4.3%
    Mar 25
    Reported Apr 25
    		$5.73$5.41$4.86 - $5.66+5.92%Beat4
    1
    3
    30d
    		+5.9%
    Dec 24
    Reported Jan 31
    		$7.50$7.43$7.26 - $7.76+0.94%Beat4
    0
    4
    30d
    		+22.7%
    Sep 24
    Reported Oct 25
    		$6.92$6.80$6.76 - $6.84+1.76%Beat4
    3
    1
    30d
    		+11.4%
    Jun 24
    Reported Jul 26
    		$6.53$6.61$6.55 - $6.67-1.21%Miss3
    0
    2
    30d
    		+20.3%
    Mar 24
    Reported Apr 26
    		$5.41$5.41$5.40 - $5.42+0.00%Beat3
    No revisions (30d)
    		+28.8%
    Dec 23
    Reported Feb 2
    		$6.11$5.96$5.96 - $5.96+2.52%Beat0
    No revisions (30d)
    		+18.2%

    Dividends

    Last ex-dividend: Oct 30, 2026

    Dividend Metrics

    Forward Yield7.75%
    Forward Annual Dividend$9.80
    FrequencyQuarterly
    Pay MonthsFeb, May, Aug, Nov

    Growth

    3Y CAGR+14.16%
    5Y CAGR+26.45%
    VRTS dividend history and ex-dividend datesRun VRTS in the free DRIP calculator

    Key Metrics

    Valuation
    P/E RatioN/AEV/EBITDA15.94x
    Price/FCF-16.25xFCF Yield-6.16%
    Profitability
    Profit Margin14.50%Operating Margin11.80%
    ROE10.70%ROIC2.61%
    Financial Health
    Debt/Equity2.89xInterest Coverage0.79x
    Current Ratio7.50xQuick Ratio7.50x
    Trading Statistics
    Beta1.42Avg Volume152.95K
    52-Week High$168.5352-Week Low$115.14

    Technical Indicators Dashboard

    Moving Averages

    SMA 10$121.84
    SMA 20$120.96
    SMA 50$130.91
    SMA 200$140.15
    EMA 10$123.04
    EMA 20$123.26
    EMA 50$130.13
    EMA 200$142.31

    MACD

    Line: -1.62Signal: -3.32Hist: 1.69

    ADX

    ADX: 26.6+DI: 19.2-DI: 19.3

    Aroon & PSAR

    Aroon Up4.0
    Aroon Down80.0
    PSAR$117.51

    Bollinger Bands

    Upper Band$128.75
    Lower Band$113.17
    %B Position1288%(Upper)
    Band Width0.85

    RSI (14-Day)

    Neutral
    52.6

    Momentum Oscillators

    Stoch %K74.9
    Stoch %D66.8
    Williams %R-31.7
    ROC (10d)8.1%
    Momentum9.51
    CCI (20d)79.2
    MFI (14d)50.6

    Volatility Measures

    ATR (14d)$5.57(4.4%)
    StdDev (20d)3.89
    Hist Vol44.0%(High)

    Volume Flow

    VWAP$125.33
    OBV1.0M
    AD Line-116.8M
    CMF (20d)-1.057

    Volume Metrics

    Avg Vol (20d)157.5K
    Vol Ratio1.6x(High)
    VWMA (20d)$121.15

    Pivot Points

    R3$137.14
    R2$134.02
    R1$129.44
    Pivot Point$126.31
    S1$121.74
    S2$118.61
    S3$114.04

    Advanced Oscillators

    TSI-10.76
    Ultimate Osc45.5
    KST-65.26

    Financial Data

    QuarterJun 2026Mar 2026Dec 2025Sep 2025Jun 2025Mar 2025Dec 2024Sep 2024Jun 2024Mar 2024Dec 2023Sep 2023
    Total Revenue$201.36M$199.53M$208.02M$216.38M$210.53M$217.93M$233.49M$227.03M$224.38M$222.04M$214.59M$219.27M
    Cost of Revenue$102.47M$105.21M$94.79M$98.81M$98.03M$109.09M$106.20M$105.56M$105.67M$115.16M$99.85M$101.59M
    Gross Profit$98.89M$94.32M$113.23M$117.58M$112.50M$108.84M$127.29M$121.47M$118.72M$106.88M$114.74M$117.68M
    Operating Expenses$71.57M$78.87M$73.42M$70.52M$67.28M$72.24M$76.57M$66.22M$74.51M$74.57M$75.78M$72.78M
    R&D$0$0$0$0$0$0$0$0$0$0$0$0
    SG&A$33.13M$0$35.81M$32.92M$33.37M$0$66.49M$0$35.96M$32.06M$33.77M$31.05M
    Operating Income$27.32M$15.45M$39.81M$47.06M$45.21M$36.59M$50.72M$55.26M$44.20M$32.31M$38.96M$44.90M
    Interest Income$67.04M$38.08M$53.23M$35.46M$46.86M$41.93M$53.63M$52.97M$40.54M$59.53M$61.38M$49.74M
    Interest Expense$40.62M$40.85M$46.59M$38.61M$38.06M$39.12M$46.19M$43.87M$47.57M$45.69M$49.17M$44.44M
    Income Before Tax$53.01M$13.30M$47.25M$44.45M$55.15M$40.40M$58.51M$64.90M$37.77M$46.70M$51.79M$50.34M
    Income Tax Expense$8.41M$7.15M$13.40M$13.11M$12.40M$12.35M$19.05M$15.80M$11.75M$8.83M$13.29M$12.18M
    Net Income$44.61M$6.15M$33.85M$31.34M$42.74M$28.05M$39.46M$49.10M$26.02M$37.87M$38.50M$38.15M
    EBITDA$49.12M$33.74M$59.61M$63.78M$62.12M$53.71M$69.85M$72.12M$63.17M$51.02M$59.03M$62.83M
    EBIT$26.60M$16.07M$40.62M$47.60M$46.35M$37.59M$51.06M$55.81M$44.80M$32.86M$39.58M$45.03M
    * Some calculated fields are derived from available data when not provided by source

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    News

    VIRGINIA RETIREMENT SYSTEMS ET Al Purchases 8,600 Shares of Virtus Investment Partners, Inc. $VRTS

    Virginia Retirement Systems purchased 8,600 shares of Virtus Investment Partners, Inc. in the third quarter, totaling approximately $1.14 million and representing 0.13% of the company's stock. Other institutional...

    MarketBeat•11/5/26•Neutral

    (VRTS) Movement as an Input in Quant Signal Sets

    This article analyzes Virtus Investment Partners Inc. (NASDAQ: VRTS) using AI models to generate trading strategies and signals. It identifies a strong near-term sentiment with a neutral mid and long-term outlook...

    Stock Traders Daily•11/4/26•Neutral

    Virtus Investment | 3: Initial statement of beneficial ownership of securities- Boyce John T

    This article indicates an initial statement of beneficial ownership of securities by John T. Boyce for Virtus Investment. The "3" in the title likely refers to SEC Form 3...

    Moomoo•11/1/26•Neutral

    Analysts Offer Insights on Financial Companies: Invesco (IVZ), Virtus Investment Partners (VRTS) and Visa (V)

    Analysts have provided new ratings for several financial companies. Goldman Sachs maintained a Hold rating on Invesco (IVZ) with a $37.00 price target...

    The Globe and Mail•10/30/26•Bearish

    Virtus Total Return Fund Inc. Discloses Sources of Distribution - Section 19(a) Notice

    Virtus Total Return Fund Inc. (NYSE: ZTR) announced its monthly distribution for October 2026, detailing that the distribution will be entirely from net realized long-term capital gains for the month. The fund also...

    Finviz•10/29/26•Neutral

    VRTS Valuation and Fair Value

    Forward P/E
    7.5x
    EV/EBITDA
    15.9x
    P/FCF
    -16.2x
    PEG
    0.6x
    P/B
    0.9x
    See GNG's fair value

    VRTS Profitability: Margins, ROIC and FCF

    Gross margin
    51.4%
    Operating margin
    11.8%
    Net margin
    14.5%
    ROIC
    2.6%
    ROE
    10.7%
    FCF yield
    -6.2%

    VRTS Competitors

    CompanyTicker
    Heritage Commerce CorpHTBK
    Employers Holdings IncEIG
    Kayne Anderson BDC, Inc.KBDC
    Peapack-Gladstone FinancialPGC
    Merchants BancorpMBINN
    South Plains Financial IncSPFI
    SmartFinancial, Inc.SMBK
    Independent Bank CorporationIBCP

    Sector: Financial Services

    VRTS Analyst Ratings

    Consensus
    Hold
    Analysts
    4
    Strong Buy
    1
    Buy
    0
    Hold
    1
    Sell
    1
    Strong Sell
    1

    VRTS Bull Case vs Bear Case

    Bear case

    • VRTS's quarterly revenue changed -4.4% year over year.
    • VRTS has a debt-to-equity ratio of 2.9x.
    • 50.0% of VRTS's analyst ratings are Sell or Strong Sell.

    VRTS Earnings: Beat Rate and Next Report

    Beat rate
    4 of 8 quarters (50.0%)
    Average surprise
    -0.8%
    EPS estimate (fiscal period ending Dec 31, 2026)
    $4.79

    VRTS Dividend

    Forward yield
    7.8%
    3Y DPS growth
    14.2%
    5Y DPS growth
    26.5%
    Pay months
    Feb, May, Aug, Nov
    VRTS dividend history

    VRTS Earnings Date

    VRTS reports Nov 9, 2026, before the open. The date is confirmed.

    VRTS Earnings Call

    The latest VRTS earnings call transcript on file is labeled 2026Q2.

    Read the 2026Q2 transcript

    VRTS ETF Holders

    GNG tracks 14 ETFs that hold VRTS. The largest weights:

    1. Avantis U.S. Small Cap Value ETF (AVUV), 0.06% of the fund
    2. iShares Russell 2000 ETF (IWM), 0.05% of the fund
    3. iShares Core S&P Small-Cap ETF (IJR), 0.04% of the fund
    4. Vanguard Russell 2000 Index Fund ETF Shares (VTWO), 0.04% of the fund
    5. Royce Value Trust Inc (RVT), 0.03% of the fund
    Open the ETF Stock Exposure tool for VRTS

    See insider activity

    Frequently Asked Questions About VRTS

    When is VRTS's next ex-dividend date?

    VRTS has not declared its next regular ex-dividend date yet. Its last ex-dividend date was Oct 30, 2026 ($2.45 per share). Over the last 12 months, VRTS went ex-dividend in Jan, Apr, Jul and Oct.

    When does VRTS report earnings?

    Virtus Investment Partners, Inc. (VRTS) is confirmed to report earnings on Nov 9, 2026.

    What is VRTS's current dividend yield?

    Virtus Investment Partners, Inc. (VRTS) has a forward dividend yield of 7.75%.

    Does VRTS pay dividends?

    Yes, Virtus Investment Partners, Inc. pays dividends with a forward dividend yield of 7.75%.

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