Indicators
Indicators
Value
Direction
MACD(12,26,9)
-3.676
Sell
RSI(14)
27.051
Sell
STOCH(KDJ)(9,3,3)
8.473
Oversold
ATR(14)
6.517
High Vlolatility
CCI(14)
-111.068
Sell
Williams %R
97.060
Oversold
TRIX(12,20)
-0.583
Sell
StochRSI(14)
0.000
Oversold
Virtus Investment Partners Inc
VRTS159.565USD
-0.765-0.48%
Market hours （ET）Quotes delayed by 15 min
1.08BMarket Cap
7.90P/E TTM
TradingKey Stock Score
Overall Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
Peer Comparison
TradingKey Stock Score of Virtus Investment Partners Inc
Currency: USD Updated: 2025-11-03Key Insights
The company's fundamentals are relatively healthy. Its valuation is considered fairly valued,and institutional recognition is very high. Over the past 30 days, multiple analysts have rated the company as a Hold. Despite a very weak market performance, the company shows strong fundamentals and technicals. The stock price is trading sideways between the support and resistance levels, making it suitable for range-bound swing trading.
Virtus Investment Partners Inc's Score
Support & Resistance
No Data
Score Analysis
Current score
Previous score
Analyst Rating
Based on
4
analysts
Hold
Current Rating
188.250
Target Price
+15.62%
Upside Space
Data disclaimer: Analyst ratings and target prices are provided by LSEG for informational purposes only and do not constitute investment advice.
Virtus Investment Partners Inc 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 1.21, at a low 3-year percentile range.
Institutional Selling
The latest institutional holdings are 5.75M shares, decreasing 7.35% quarter-over-quarter.
Held by CI Select Canadian Equity Fund
Star Investor CI Select Canadian Equity Fund holds 59.00 shares of this stock.
Lower Market Activity
The company has less investor interest, with a 20-day turnover ratio of 0.42.
Financial Health
Currency: USD Updated: 2025-11-03The company's current financial score is 7.74, which is higher than the Investment Banking & Investment Services industry's average of 7.28. Its financial status is stable, and its operating efficiency is high. Its latest quarterly revenue reached 203.73M, representing a year-over-year decrease of 10.03%, while its net profit experienced a year-over-year decrease of 22.09%.
Score
Financials
6.13
Key Metrics
Cash and cash equivalents
Total assets
Total liabilities
Free cash flow
No Data
Quality of Earnings
8.58
Operational Efficiency
8.78
Growth Potential
6.09
Shareholder Returns
9.10
Virtus Investment Partners Inc's Company Valuation
Currency: USD Updated: 2025-11-03The company’s current valuation score is 8.08, which is higher than the Investment Banking & Investment Services industry's average of 7.19. Its current P/E ratio is 8.11, which is 99.07% below the recent high of 16.15 and 0.00% above the recent low of 8.11.
Score
Valuation Dimensions
P/E
P/B
P/S
P/CF
Industry Ranking 55/116
No Data
Earnings Forecast
Currency: USD Updated: 2025-11-03The company’s current earnings forecast score is 5.50, which is lower than the Investment Banking & Investment Services industry's average of 7.33. The average price target for Virtus Investment Partners Inc is 177.50, with a high of 225.00 and a low of 173.00.
Score
Support & Resistance
No Data
Analyst Rating
Based on
4
analysts
Hold
Current Rating
188.250
Target Price
+17.41%
Upside Space
Strong Buy
Buy
Hold
Sell
Strong Sell
Peer Comparison
69
Total
7
Median
8
Average
Company name
Ratings
Analysts
Virtus Investment Partners Inc
VRTS
4
Blackstone Inc
BX
25
KKR & Co Inc
KKR
22
BlackRock Inc
BLK
20
Carlyle Group Inc
CG
19
Ares Management Corp
ARES
18
1
2
3
...
14
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.
Price Momentum
Currency: USD Updated: 2025-11-03The company’s current price momentum score is 6.43, which is lower than the Investment Banking & Investment Services industry's average of 7.31. Sideways: Currently, the stock price is trading between the resistance level at 183.79 and the support level at 148.07, making it suitable for range-bound swing trading.
Score
Support & Resistance
No Data
Indicators
The Indicators feature provides value and direction analysis for various instruments under a selection of technical indicators, together with a technical summary.
This feature includes nine of the commonly used technical indicators: MACD, RSI, KDJ, StochRSI, ATR, CCI, WR, TRIX and MA. You may also adjust the timeframe depending on your needs.
Please note that technical analysis is only part of investment reference, and there is no absolute standard for using numerical values to assess direction. The results are for reference only, and we are not responsible for the accuracy of the indicator calculations and summaries.
Moving Average
Indicators
Value
Direction
MA5
164.070
Sell
MA10
169.019
Sell
MA20
178.609
Sell
MA50
188.015
Sell
MA100
190.571
Sell
MA200
182.855
Sell
Institutional Confidence
Currency: USD Updated: 2025-11-03The company’s current institutional recognition score is 7.00, which is higher than the Investment Banking & Investment Services industry's average of 5.87. The latest institutional shareholding proportion is 85.23%, representing a quarter-over-quarter decrease of 5.13%. 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
Institutional Shareholding
No Data
Shareholder Activity
Name
Shares Held
Chg %
BlackRock Institutional Trust Company, N.A.
Charles Schwab Investment Management, Inc.
Dimensional Fund Advisors, L.P.
State Street Investment Management (US)
Aylward (George Robert)
Geode Capital Management, L.L.C.
American Century Investment Management, Inc.
WCM Investment Management
Victory Capital Management Inc.
1
2
Risk Assessment
Currency: USD Updated: 2025-11-03The company’s current risk assessment score is 7.39, which is higher than the Investment Banking & Investment Services industry's average of 6.97. The company's beta value is 1.49. This indicates that the stock tends to outperform the index during upward trending markets but experiences larger declines during downward trending markets.
Score
Beta vs S&P 500 index
1.51
VaR
+3.53%
240-Day Maximum Drawdown
+42.92%
240-Day Volatility
+34.49%
Return
Best Daily Return
60 days
+5.93%
120 days
+6.35%
5 years
+12.35%
Worst Daily Return
60 days
-6.23%
120 days
-7.47%
5 years
-11.47%
Sharpe Ratio
60 days
-1.83
120 days
-0.31
5 years
+0.07
Risk Assessment
Maximum Drawdown
240 days
+42.92%
3 years
+42.92%
5 years
+57.06%
Return-to-Drawdown Ratio
240 days
-0.76
3 years
-0.11
5 years
-0.09
Skewness
240 days
-0.17
3 years
-0.05
5 years
+0.13
Volatility
Realised Volatility
240 days
+34.49%
5 years
+37.72%
Standardised True Range
240 days
+3.48%
5 years
+4.39%
Downside Risk-Adjusted Return
120 days
-46.01%
240 days
-46.01%
Maximum Daily Upside Volatility
60 days
+19.79%
Maximum Daily Downside Volatility
60 days
+24.78%
Liquidity
Average Turnover Rate
60 days
+1.60%
120 days
+1.19%
5 years
--
Turnover Deviation
20 days
+41.89%
60 days
+114.34%
120 days
+58.98%
Peer Comparison
Investment Banking & Investment Services
Virtus Investment Partners Inc
VRTS
6.97 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
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AMG
8.62 /10
Score
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Earnings Forecast
Price Momentum
Institutional Confidence
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BK
8.45 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
Citigroup Inc
C
8.38 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
Cboe Global Markets Inc
CBOE
8.37 /10
Score
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Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
SuRo Capital Corp
SSSS
8.30 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
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