Virtus Investment Partners Inc

VRTS

198.320USD

-3.260-1.62%

Close 09/12, 16:00（ET）Quotes delayed by 15 min

Score

Industry at a Glance

Industry Ranking

58 / 117

Overall Ranking

252 / 4730

Industry

Investment Banking & Investment Services

Support & Resistance

No Data

Score Analysis

Current score

Previous score

Analyst Rating

Based on 4 analysts

Hold

Current Rating

194.750

Target Price

+0.59%

Upside Space

Data disclaimer: Analyst ratings and target prices are provided by LSEG for informational purposes only and do not constitute investment advice.

Company Highlights

StrengthsRisks

Virtus Investment Partners, Inc. provides investment management and related services to individuals and institutions. The Company offers investments strategies for individual and institutional investors in different investment product structures and through multiple distribution channels. The Company provides various asset classes (equity, fixed income, multi-asset and alternative), geographies (domestic, global, international, and emerging), market capitalizations (large, mid, and small), styles (growth, core, and value) and investment approaches (fundamental and quantitative). Its retail products include open-end funds and exchange traded funds (ETFs), as well as closed-end funds and retail separate accounts. Its institutional products are offered through separate accounts and pooled to a variety of institutional clients. The Company also provides sub advisory services to other investment advisers and serve as the collateral manager for structured products.

High Dividend

The company is a high dividend payer, with the latest dividend payout ratio of 50.01%.

Stable Dividend

The company has regularly paid dividends over the past 5 years, with the latest dividend payout ratio of 50.01%.

Undervalued

The company’s latest PB is 1.46, at a low 3-year percentile range.

Institutional Selling

The latest institutional holdings are 6.20M shares, decreasing 6.39% quarter-over-quarter.

Held by The Vanguard

Star Investor The Vanguard holds 868.78K shares of this stock.

Lower Market Activity

The company has less investor interest, with a 20-day turnover ratio of 0.42.

The company's current financial score is 6.98, which is lower than the Investment Banking & Investment Services industry's average of 7.33. Its financial status is stable, and its operating efficiency is average. Its latest quarterly revenue reached 209.29M, representing a year-over-year decrease of 7.80%, while its net profit experienced a year-over-year decrease of 4.06%.

Score

Industry at a Glance

Previous score

6.98

Change

0



Financials

6.77

Key Metrics

Cash and cash equivalents

Total assets

Total liabilities

Free cash flow

No Data



Quality of Earnings

6.52

Key Metrics

Total revenue

Operating profit

Total assets

SG&A

No Data



Operational Efficiency

7.49

Key Metrics

Cash flow from operating activities

Income after tax

No Data



Growth Potential

7.24

Key Metrics

Cash flow from operating activities

Total revenue

No Data



Shareholder Returns

6.88

Key Metrics

Free cash flow

No Data

The company’s current valuation score is 5.60, which is higher than the Investment Banking & Investment Services industry's average of 4.39. Its current P/E ratio is 9.69, which is 34.18% below the recent high of 13.00 and -9.91% above the recent low of 10.65.

Score

Industry at a Glance

Previous score

7.60

Change

-6.4

Valuation Dimensions

P/E

P/B

P/S

P/CF

Industry Ranking 58/117

No Data

The company’s current earnings forecast score is 5.50, which is lower than the Investment Banking & Investment Services industry's average of 7.34. The average price target for Virtus Investment Partners Inc is 190.00, with a high of 229.00 and a low of 170.00.

Score

Industry at a Glance

Previous score

5.50

Change

0

Support & Resistance

No Data

Financial Forecasting

EPS

Revenue

Net Profit

EBIT

No Data

Data disclaimer: Analyst ratings and target prices are provided by LSEG for informational purposes only and do not constitute investment advice.

The company’s current price momentum score is 8.99, which is higher than the Investment Banking & Investment Services industry's average of 8.78. Sideways: Currently, the stock price is trading between the resistance level at 207.76 and the support level at 190.72, making it suitable for range-bound swing trading.

Score

Industry at a Glance

Previous score

6.85

Change

-0.22

Support & Resistance

No Data

Institutional Confidence

Currency: USD Updated：2025-09-10

The company’s current institutional recognition score is 7.00, which is higher than the Investment Banking & Investment Services industry's average of 6.35. The latest institutional shareholding proportion is 89.84%, representing a quarter-over-quarter decrease of 0.58%. The largest institutional shareholder is The Vanguard, holding a total of 868.78K shares, representing 12.87% of shares outstanding, with 0.28% increase in holdings.

Score

Industry at a Glance

Previous score

7.00

Change

0

Institutional Shareholding

No Data

Shareholder Activity

Name

Shares Held

Chg %

BlackRock Institutional Trust Company, N.A.

968.64K

-1.44%

The Vanguard Group, Inc.

Star Investors

900.90K

-0.02%

Charles Schwab Investment Management, Inc.

299.96K

+8.34%

Dimensional Fund Advisors, L.P.

305.70K

-4.73%

State Street Global Advisors (US)

288.67K

-2.45%

Aylward (George Robert)

265.67K

+1.59%

Geode Capital Management, L.L.C.

154.02K

+2.63%

American Century Investment Management, Inc.

113.19K

+38.48%

WCM Investment Management

102.18K

-6.20%

Victory Capital Management Inc.

94.67K

+1.10%

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The U.S. Dollar Index is currently in a neutral state, which has a neutral effect on the Investment Banking & Investment Services domestic-focused industry. The Dollar Index (DXY) measures the value of the U.S. dollar against a basket of major currencies, including the euro, yen, pound sterling, Canadian dollar, Swedish krona, and Swiss franc. The company’s current risk assessment score is 3.99, which is lower than the Investment Banking & Investment Services industry's average of 5.16. The company's beta value is 1.44. This indicates that the stock tends to outperform the index during upward trending markets but experiences larger declines during downward trending markets.

Virtus Investment Partners Inc

VRTS

5.45 /10

Score

Financial Health

Valuation Dimensions

Earnings Forecast

Price Momentum

Institutional Confidence

Risk Assessment

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The Stock Score data is powered by TradingKey and updated daily. Rating data is sourced from LESG. Please use the data with caution for reference purposes only.