VIRTUS INVESTMENT PARTNERS (VRTS) Stock Fundamental Analysis

NYSE:VRTS • US92828Q1094

141.66 USD
+3.63 (+2.63%)
At close: Feb 18, 2026
141.66 USD
0 (0%)
After Hours: 2/18/2026, 8:06:45 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 237 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 is valued quite cheap, but it does not seem to be growing. VRTS also has an excellent dividend rating.


Dividend Valuation Growth Profitability Health

3

1. Profitability

1.1 Basic Checks

  • VRTS had positive earnings in the past year.
  • VRTS had a positive operating cash flow in the past year.
  • Of the past 5 years VRTS 4 years were profitable.
  • VRTS had a positive operating cash flow in 4 of the past 5 years.
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

  • VRTS's Return On Assets of 3.49% is in line compared to the rest of the industry. VRTS outperforms 56.12% of its industry peers.
  • With a decent Return On Equity value of 14.83%, VRTS is doing good in the industry, outperforming 77.22% of the companies in the same industry.
  • VRTS has a Return On Invested Capital (3.65%) which is comparable to the rest of the industry.
  • VRTS had an Average Return On Invested Capital over the past 3 years of 3.76%. This is below the industry average of 7.29%.
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

  • VRTS has a Profit Margin (15.51%) which is in line with its industry peers.
  • VRTS's Profit Margin has declined in the last couple of years.
  • VRTS has a Operating Margin (20.37%) which is in line with its industry peers.
  • VRTS's Operating Margin has declined in the last couple of years.
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 of 0.80. This is comparable to the rest of the industry: VRTS outperforms 51.48% of its industry peers.
  • VRTS has a debt to FCF ratio of 34.80. This is a negative value and a sign of low solvency as VRTS would need 34.80 years to pay back of all of its debts.
  • VRTS has a Debt to FCF ratio (34.80) which is in line with its industry peers.
  • VRTS has a Debt/Equity ratio of 2.64. This is a high value indicating a heavy dependency on external financing.
  • VRTS has a worse Debt to Equity ratio (2.64) than 80.59% 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

  • VRTS has a Current Ratio of 2.47. This indicates that VRTS is financially healthy and has no problem in meeting its short term obligations.
  • VRTS has a better Current ratio (2.47) than 78.48% 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 78.48% 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

  • The earnings per share for VRTS have decreased by -4.51% in the last year.
  • Measured over the past years, VRTS shows a quite strong growth in Earnings Per Share. The EPS has been growing by 9.21% on average per year.
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

  • The EPS growth rate is decreasing: in the next years the growth will be less than in the last years.
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

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Find the best growth stocksShow best growing peers

7

4. Valuation

4.1 Price/Earnings Ratio

  • A Price/Earnings ratio of 5.63 indicates a rather cheap valuation of VRTS.
  • Based on the Price/Earnings ratio, VRTS is valued cheaper than 86.50% of the companies in the same industry.
  • When comparing the Price/Earnings ratio of VRTS to the average of the S&P500 Index (27.27), we can say VRTS is valued rather cheaply.
  • The Price/Forward Earnings ratio is 5.49, which indicates a rather cheap valuation of VRTS.
  • Compared to the rest of the industry, the Price/Forward Earnings ratio of VRTS indicates a rather cheap valuation: VRTS is cheaper than 94.09% of the companies listed in the same industry.
  • The average S&P500 Price/Forward Earnings ratio is at 28.16. VRTS is valued rather cheaply when compared to this.
Industry RankSector Rank
PE 5.63
Fwd PE 5.49
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

  • Based on the Enterprise Value to EBITDA ratio, VRTS is valued cheaper than 84.39% of the companies in the same industry.
  • Compared to the rest of the industry, the Price/Free Cash Flow ratio of VRTS indicates a somewhat cheap valuation: VRTS is cheaper than 71.73% of the companies listed in the same industry.
Industry RankSector Rank
P/FCF 13.74
EV/EBITDA 12.36
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)2.26
PEG (5Y)0.61
EPS Next 2Y6.54%
EPS Next 3YN/A

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

8

5. Dividend

5.1 Amount

  • With a Yearly Dividend Yield of 5.88%, VRTS is a good candidate for dividend investing.
  • Compared to an average industry Dividend Yield of 6.04, VRTS pays a bit more dividend than its industry peers.
  • Compared to an average S&P500 Dividend Yield of 1.85, VRTS pays a better dividend.
Industry RankSector Rank
Dividend Yield 5.88%

5.2 History

  • On average, the dividend of VRTS grows each year by 17.66%, which is quite nice.
  • VRTS has been paying a dividend for at least 10 years, so it has a reliable track record.
  • VRTS has not decreased its dividend for at least 10 years, so it has a reliable track record of non decreasing dividend.
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

  • VRTS pays out 47.12% of its income as dividend. This is a bit on the high side, but may be sustainable.
  • VRTS's earnings are growing slower than its dividend. 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 (2/18/2026, 8:06:45 PM)

After market: 141.66 0 (0%)

141.66

+3.63 (+2.63%)

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-1.89%
Ins Owners5.78%
Ins Owner Change-1.06%
Market Cap956.21M
Revenue(TTM)N/A
Net Income(TTM)136.24M
Analysts46.67
Price Target181.56 (28.17%)
Short Float %3.31%
Short Ratio2.37
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)-3.34%
EPS NQ rev (3m)-5.19%
EPS NY rev (1m)-0.81%
EPS NY rev (3m)-1.27%
Revenue NQ rev (1m)-1.22%
Revenue NQ rev (3m)-1.58%
Revenue NY rev (1m)-0.1%
Revenue NY rev (3m)-0.3%
Valuation
Industry RankSector Rank
PE 5.63
Fwd PE 5.49
P/S 1.09
P/FCF 13.74
P/OCF 12.35
P/B 1.04
P/tB 5.25
EV/EBITDA 12.36
EPS(TTM)25.17
EY17.77%
EPS(NY)25.8
Fwd EY18.21%
FCF(TTM)10.31
FCFY7.28%
OCF(TTM)11.47
OCFY8.1%
SpS130.12
BVpS136.1
TBVpS26.99
PEG (NY)2.26
PEG (5Y)0.61
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%.