VIRTUS INVESTMENT PARTNERS (VRTS) Stock Fundamental Analysis

USA • New York Stock Exchange • NYSE:VRTS • US92828Q1094

140.29 USD
-10.67 (-7.07%)
At close: Feb 6, 2026
140.29 USD
0 (0%)
After Hours: 2/6/2026, 8:10:50 PM
Overview Stock Chart Technical Analysis Fundamental Analysis Analyst Ratings Earnings Estimates Financials Ownership News
Fundamental Rating

4

We assign a fundamental rating of 4 out of 10 to VRTS. VRTS was compared to 238 industry peers in the Capital Markets industry. VRTS scores quite bad on profitability, while its financial health is fine. Not spectacular, but in line with the averages. VRTS has a bad growth rate and is valued cheaply. Finally VRTS also has an excellent dividend rating.


Dividend Valuation Growth Profitability Health

3

1. Profitability

1.1 Basic Checks

  • In the past year VRTS was profitable.
  • In the past year VRTS had a positive cash flow from operations.
  • VRTS had positive earnings in 4 of the past 5 years.
  • Of the past 5 years VRTS 4 years had a positive operating cash flow.
VRTS Yearly Net Income VS EBIT VS OCF VS FCFVRTS Yearly Net Income VS EBIT VS OCF VS FCFYearly Net Income VS EBIT VS OCF VS FCF 2016 2017 2018 2019 2020 2021 2022 2023 2024 0 200M -200M 400M 600M

1.2 Ratios

  • Looking at the Return On Assets, with a value of 3.49%, VRTS is in line with its industry, outperforming 56.90% of the companies in the same industry.
  • The Return On Equity of VRTS (14.83%) is better than 77.41% of its industry peers.
  • Looking at the Return On Invested Capital, with a value of 3.65%, VRTS is in line with its industry, outperforming 51.88% of the companies in the same industry.
  • The Average Return On Invested Capital over the past 3 years for VRTS is below the industry average of 7.27%.
Industry RankSector Rank
ROA 3.49%
ROE 14.83%
ROIC 3.65%
ROA(3y)3.19%
ROA(5y)3.43%
ROE(3y)14.36%
ROE(5y)15.89%
ROIC(3y)3.76%
ROIC(5y)4.34%
VRTS Yearly ROA, ROE, ROICVRTS Yearly ROA, ROE, ROICYearly ROA, ROE, ROIC 2016 2017 2018 2019 2020 2021 2022 2023 2024 5 10 15 20 25

1.3 Margins

  • Looking at the Profit Margin, with a value of 15.51%, VRTS is in line with its industry, outperforming 48.12% of the companies in the same industry.
  • In the last couple of years the Profit Margin of VRTS has declined.
  • The Operating Margin of VRTS (20.37%) is comparable to the rest of the industry.
  • In the last couple of years the Operating Margin of VRTS has declined.
Industry RankSector Rank
OM 20.37%
PM (TTM) 15.51%
GM N/A
OM growth 3Y-17.09%
OM growth 5Y-2.7%
PM growth 3Y-14.2%
PM growth 5Y-2.84%
GM growth 3YN/A
GM growth 5YN/A
VRTS Yearly Profit, Operating, Gross MarginsVRTS Yearly Profit, Operating, Gross MarginsYearly Profit, Operating, Gross Margins 2016 2017 2018 2019 2020 2021 2022 2023 2024 10 20 30

More info and screens

ROAROEROICOperating and Profit MarginShow most profitable peers

4

2. Health

2.1 Basic Checks

  • VRTS has no outstanding debt. Therefor its Debt/Equity and Debt/FCF ratios are 0 and belong to the best of the industry.
VRTS Yearly Shares OutstandingVRTS Yearly Shares OutstandingYearly Shares Outstanding 2016 2017 2018 2019 2020 2021 2022 2023 2024 2M 4M 6M
VRTS Yearly Total Debt VS Total AssetsVRTS Yearly Total Debt VS Total AssetsYearly Total Debt VS Total Assets 2016 2017 2018 2019 2020 2021 2022 2023 2024 1B 2B 3B

2.2 Solvency

  • Based on the Altman-Z score of 0.80, we must say that VRTS is in the distress zone and has some risk of bankruptcy.
  • VRTS has a Altman-Z score (0.80) which is in line with its industry peers.
  • The Debt to FCF ratio of VRTS is 34.80, which is on the high side as it means it would take VRTS, 34.80 years of fcf income to pay off all of its debts.
  • VRTS has a Debt to FCF ratio (34.80) which is in line with its industry peers.
  • A Debt/Equity ratio of 2.64 is on the high side and indicates that VRTS has dependencies on debt financing.
  • The Debt to Equity ratio of VRTS (2.64) is worse than 80.33% of its industry peers.
Industry RankSector Rank
Debt/Equity 2.64
Debt/FCF 34.8
Altman-Z 0.8
ROIC/WACCN/A
WACCN/A
VRTS Yearly LT Debt VS Equity VS FCFVRTS Yearly LT Debt VS Equity VS FCFYearly LT Debt VS Equity VS FCF 2016 2017 2018 2019 2020 2021 2022 2023 2024 0 500M 1B 1.5B 2B

2.3 Liquidity

  • A Current Ratio of 2.47 indicates that VRTS has no problem at all paying its short term obligations.
  • VRTS's Current ratio of 2.47 is fine compared to the rest of the industry. VRTS outperforms 79.08% of its industry peers.
  • VRTS has a Quick Ratio of 2.47. This indicates that VRTS is financially healthy and has no problem in meeting its short term obligations.
  • VRTS has a Quick ratio of 2.47. This is in the better half of the industry: VRTS outperforms 79.08% of its industry peers.
Industry RankSector Rank
Current Ratio 2.47
Quick Ratio 2.47
VRTS Yearly Current Assets VS Current LiabilitesVRTS Yearly Current Assets VS Current LiabilitesYearly Current Assets VS Current Liabilites 2016 2017 2018 2019 2020 2021 2022 2023 2024 200M 400M 600M

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WACCDebt/EquityHow to determine the health of a companyAltman-Z scoreShow peers with great health

2

3. Growth

3.1 Past

  • VRTS shows a slight negative growth in Earnings Per Share. In the last year, the EPS has decreased by -4.51%.
  • VRTS shows quite a strong growth in Earnings Per Share. Measured over the last years, the EPS has been growing by 9.21% yearly.
EPS 1Y (TTM)-4.51%
EPS 3Y-0.64%
EPS 5Y9.21%
EPS Q2Q%-13.33%
Revenue 1Y (TTM)N/A
Revenue growth 3YN/A
Revenue growth 5YN/A
Sales Q2Q%-10.9%

3.2 Future

  • Based on estimates for the next years, VRTS will show a small growth in Earnings Per Share. The EPS will grow by 6.54% on average per year.
  • VRTS is expected to show a small growth in Revenue. In the coming years, the Revenue will grow by 0.77% yearly.
EPS Next Y2.49%
EPS Next 2Y6.54%
EPS Next 3YN/A
EPS Next 5YN/A
Revenue Next Year-1%
Revenue Next 2Y0.77%
Revenue Next 3YN/A
Revenue Next 5YN/A

3.3 Evolution

  • When comparing the EPS growth rate of the last years to the growth rate of the upcoming years, we see that the growth is decreasing.
VRTS Yearly Revenue VS EstimatesVRTS Yearly Revenue VS EstimatesYearly Revenue VS Estimates 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 200M 400M 600M 800M
VRTS Yearly EPS VS EstimatesVRTS Yearly EPS VS EstimatesYearly EPS VS Estimates 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 10 20 30

More info and screens

Find the best growth stocksShow best growing peers

7

4. Valuation

4.1 Price/Earnings Ratio

  • The Price/Earnings ratio is 5.57, which indicates a rather cheap valuation of VRTS.
  • Based on the Price/Earnings ratio, VRTS is valued cheaply inside the industry as 87.03% of the companies are valued more expensively.
  • VRTS is valuated cheaply when we compare the Price/Earnings ratio to 27.93, which is the current average of the S&P500 Index.
  • Based on the Price/Forward Earnings ratio of 5.44, the valuation of VRTS can be described as very cheap.
  • Based on the Price/Forward Earnings ratio, VRTS is valued cheaper than 94.14% of the companies in the same industry.
  • The average S&P500 Price/Forward Earnings ratio is at 27.77. VRTS is valued rather cheaply when compared to this.
Industry RankSector Rank
PE 5.57
Fwd PE 5.44
VRTS Price Earnings VS Forward Price EarningsVRTS Price Earnings VS Forward Price Earnings ChartPrice Earnings - Forward Price Earnings PE FPE 10 20 30 40

4.2 Price Multiples

  • 84.10% of the companies in the same industry are more expensive than VRTS, based on the Enterprise Value to EBITDA ratio.
  • 72.80% of the companies in the same industry are more expensive than VRTS, based on the Price/Free Cash Flow ratio.
Industry RankSector Rank
P/FCF 13.61
EV/EBITDA 12.33
VRTS Per share dataVRTS EPS, Sales, OCF, FCF, BookValue per sharePer Share Data Per Share 20 40 60 80 100

4.3 Compensation for Growth

  • The high PEG Ratio(NY), which compensates the Price/Earnings for growth, indicates an expensive valuation of the company.
PEG (NY)2.24
PEG (5Y)0.6
EPS Next 2Y6.54%
EPS Next 3YN/A

More info and screens

Price/EarningsPrice/FCFFCF per shareEV/EBITDAPEG RATIOShow best valued peers

8

5. Dividend

5.1 Amount

  • VRTS has a Yearly Dividend Yield of 5.88%, which is a nice return.
  • Compared to an average industry Dividend Yield of 6.13, VRTS pays a bit more dividend than its industry peers.
  • VRTS's Dividend Yield is rather good when compared to the S&P500 average which is at 1.81.
Industry RankSector Rank
Dividend Yield 5.88%

5.2 History

  • The dividend of VRTS is nicely growing with an annual growth rate of 17.66%!
  • VRTS has paid a dividend for at least 10 years, which is a reliable track record.
  • VRTS has not decreased their dividend for at least 10 years, which is a reliable track record.
Dividend Growth(5Y)17.66%
Div Incr Years7
Div Non Decr Years10
VRTS Yearly Dividends per shareVRTS Yearly Dividends per shareYearly Dividends per share 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2 4 6 8

5.3 Sustainability

  • 47.12% of the earnings are spent on dividend by VRTS. This is a bit on the high side, but may be sustainable.
  • The dividend of VRTS is growing, but the earnings are growing slower. This means the dividend growth is not sustainable.
DP47.12%
EPS Next 2Y6.54%
EPS Next 3YN/A
VRTS Yearly Income VS Free CF VS DividendVRTS Yearly Income VS Free CF VS DividendYearly Income VS Free CF VS Dividend 2016 2017 2018 2019 2020 2021 2022 2023 2024 0 200M -200M 400M 600M
VRTS Dividend Payout.VRTS Dividend Payout, showing the Payout Ratio.VRTS Dividend Payout.PayoutRetained Earnings

More info and screens

Find the best dividend stocksShow peers with best dividend

VIRTUS INVESTMENT PARTNERS

NYSE:VRTS (2/6/2026, 8:10:50 PM)

After market: 140.29 0 (0%)

140.29

-10.67 (-7.07%)

Chartmill FA Rating
GICS SectorFinancials
GICS IndustryGroupFinancial Services
GICS IndustryCapital Markets
Earnings (Last)02-06
Earnings (Next)04-23
Inst Owners87.47%
Inst Owner Change-2.12%
Ins Owners5.78%
Ins Owner Change-0.5%
Market Cap946.96M
Revenue(TTM)N/A
Net Income(TTM)136.24M
Analysts46.67
Price Target181.56 (29.42%)
Short Float %3.56%
Short Ratio2.86
Dividend
Industry RankSector Rank
Dividend Yield 5.88%
Yearly Dividend8.27
Dividend Growth(5Y)17.66%
DP47.12%
Div Incr Years7
Div Non Decr Years10
Ex-Date01-30
Surprises & Revisions
EPS beat(2)0
Avg EPS beat(2)-2.24%
Min EPS beat(2)-3.15%
Max EPS beat(2)-1.33%
EPS beat(4)1
Avg EPS beat(4)-0.42%
Min EPS beat(4)-3.15%
Max EPS beat(4)3.8%
EPS beat(8)2
Avg EPS beat(8)-0.79%
EPS beat(12)4
Avg EPS beat(12)-0.44%
EPS beat(16)5
Avg EPS beat(16)-1.36%
Revenue beat(2)0
Avg Revenue beat(2)-3.04%
Min Revenue beat(2)-3.08%
Max Revenue beat(2)-3.01%
Revenue beat(4)0
Avg Revenue beat(4)-2.96%
Min Revenue beat(4)-3.81%
Max Revenue beat(4)-1.95%
Revenue beat(8)0
Avg Revenue beat(8)-3.3%
Revenue beat(12)1
Avg Revenue beat(12)-2%
Revenue beat(16)5
Avg Revenue beat(16)1.61%
PT rev (1m)-2.6%
PT rev (3m)-5.44%
EPS NQ rev (1m)-2.89%
EPS NQ rev (3m)-4.74%
EPS NY rev (1m)-0.81%
EPS NY rev (3m)-1.27%
Revenue NQ rev (1m)-0.37%
Revenue NQ rev (3m)-0.37%
Revenue NY rev (1m)-0.13%
Revenue NY rev (3m)-0.3%
Valuation
Industry RankSector Rank
PE 5.57
Fwd PE 5.44
P/S 1.08
P/FCF 13.61
P/OCF 12.23
P/B 1.03
P/tB 5.2
EV/EBITDA 12.33
EPS(TTM)25.17
EY17.94%
EPS(NY)25.8
Fwd EY18.39%
FCF(TTM)10.31
FCFY7.35%
OCF(TTM)11.47
OCFY8.18%
SpS130.12
BVpS136.1
TBVpS26.99
PEG (NY)2.24
PEG (5Y)0.6
Graham Number277.63
Profitability
Industry RankSector Rank
ROA 3.49%
ROE 14.83%
ROCE 4.9%
ROIC 3.65%
ROICexc 4.06%
ROICexgc 5.24%
OM 20.37%
PM (TTM) 15.51%
GM N/A
FCFM 7.92%
ROA(3y)3.19%
ROA(5y)3.43%
ROE(3y)14.36%
ROE(5y)15.89%
ROIC(3y)3.76%
ROIC(5y)4.34%
ROICexc(3y)10.87%
ROICexc(5y)12.89%
ROICexgc(3y)110.04%
ROICexgc(5y)160.56%
ROCE(3y)5.04%
ROCE(5y)5.81%
ROICexgc growth 3Y-77.85%
ROICexgc growth 5Y3.06%
ROICexc growth 3Y-48.2%
ROICexc growth 5Y2.75%
OM growth 3Y-17.09%
OM growth 5Y-2.7%
PM growth 3Y-14.2%
PM growth 5Y-2.84%
GM growth 3YN/A
GM growth 5YN/A
F-Score6
Asset Turnover0.22
Health
Industry RankSector Rank
Debt/Equity 2.64
Debt/FCF 34.8
Debt/EBITDA 9.96
Cap/Depr 12.25%
Cap/Sales 0.9%
Interest Coverage 250
Cash Conversion 31.84%
Profit Quality 51.07%
Current Ratio 2.47
Quick Ratio 2.47
Altman-Z 0.8
F-Score6
WACCN/A
ROIC/WACCN/A
Cap/Depr(3y)10.41%
Cap/Depr(5y)9.08%
Cap/Sales(3y)0.8%
Cap/Sales(5y)0.63%
Profit Quality(3y)N/A
Profit Quality(5y)N/A
High Growth Momentum
Growth
EPS 1Y (TTM)-4.51%
EPS 3Y-0.64%
EPS 5Y9.21%
EPS Q2Q%-13.33%
EPS Next Y2.49%
EPS Next 2Y6.54%
EPS Next 3YN/A
EPS Next 5YN/A
Revenue 1Y (TTM)N/A
Revenue growth 3YN/A
Revenue growth 5YN/A
Sales Q2Q%-10.9%
Revenue Next Year-1%
Revenue Next 2Y0.77%
Revenue Next 3YN/A
Revenue Next 5YN/A
EBIT growth 1Y7.59%
EBIT growth 3Y-19.18%
EBIT growth 5Y7.03%
EBIT Next Year-8.85%
EBIT Next 3Y0.72%
EBIT Next 5YN/A
FCF growth 1Y-65.24%
FCF growth 3YN/A
FCF growth 5YN/A
OCF growth 1Y-62.71%
OCF growth 3Y-86.19%
OCF growth 5YN/A

VIRTUS INVESTMENT PARTNERS / VRTS FAQ

Can you provide the ChartMill fundamental rating for VIRTUS INVESTMENT PARTNERS?

ChartMill assigns a fundamental rating of 4 / 10 to VRTS.


Can you provide the valuation status for VIRTUS INVESTMENT PARTNERS?

ChartMill assigns a valuation rating of 7 / 10 to VIRTUS INVESTMENT PARTNERS (VRTS). This can be considered as Undervalued.


What is the profitability of VRTS stock?

VIRTUS INVESTMENT PARTNERS (VRTS) has a profitability rating of 3 / 10.


Can you provide the financial health for VRTS stock?

The financial health rating of VIRTUS INVESTMENT PARTNERS (VRTS) is 4 / 10.


How sustainable is the dividend of VIRTUS INVESTMENT PARTNERS (VRTS) stock?

The dividend rating of VIRTUS INVESTMENT PARTNERS (VRTS) is 8 / 10 and the dividend payout ratio is 47.12%.