VIRTUS INVESTMENT PARTNERS

VRTSNYSE

🏆 #2035 by market capEarnings Oct 23US Equity

$166.78▼ $0.13 (−0.08%)

Market closed · at close

1h—

24h▼ 0.1%

7d▲ 3.0%

14d▼ 1.4%

30d▲ 7.0%

1y▼ 14.2%

🏦Market Cap

$1.11B

Small Cap

📈Revenue Growth (YoY)

-7.6%

Declining

📊Gross Margin

—

💵FCF Margin

25.7%

Strong

⚖️P/S Ratio

1.2x

Cheap

Otter Score

Weak

Trading Snapshot

Day Range: $164.18 – $168.77
52-Week Range: $121.61 – $203.61
Volume: $6.51B
Avg Volume: $8.07B
Shares Outstanding: 6.7M
Next Earnings: Oct 25, 2026

Fundamentals Snapshot

Annual Revenue: $831M
Last Q Revenue: $167M
P/E Ratio: 8.9
P/S Ratio: 1.2x
EPS (TTM): $16.99
Dividend Yield: 6.29%

Why Investors Own VRTS

✓High-growth profile — revenue up +46.3% YoY with expanding US Equity exposure.
✓Healthy economics — 53% gross margin and 10% free-cash-flow margin.
✓New products and segments could unlock additional revenue streams.

⚠️ Key Risks

Execution delays, intensifying competition, and valuation compression if growth decelerates.

Financial Trends

Revenue (TTM)

$831M▲ +49.4% YoY

Gross Margin (TTM)

52.9%▼ −0.5% YoY

Operating Income (TTM)

$218M▲ +49.4% YoY

Free Cash Flow (TTM)

$80M▲ +49.4% YoY

About VIRTUS INVESTMENT PARTNERS

Virtus Investment Partners, Inc., a publicly traded investment management firm, caters to both individual and institutional clients. The company develops tailored equity and fixed-income portfolios, alongside offering a diverse range of mutual funds encompassing equity, fixed-income, and balanced strategies, as well as exchange-traded funds. It strategically deploys capital across public equity, fixed-income, and real estate markets. Investment decisions are guided by a multi-manager framework, rigorous quantitative analysis, and proprietary in-house research. The performance of its portfolios is measured against the S&P 500 Index. Established in 1988, Virtus Investment Partners, Inc. maintains its corporate headquarters in Hartford, Connecticut.

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