Inside the research
Virtus Investment Partners, Inc.
VRTS Research profile · latest available data
Price overview
$130.58
▲ +0.76 (+0.6%)
| 52w hi | $182.29 |
|---|---|
| 52w lo | $121.51 |
| Vol | 106.00K |
| As of | 25 Sep 2026 |
The Verdict
Our score -0.21
| Short | -0.34 |
|---|---|
| Medium | -0.22 |
| Long | +0.05 |
computed 2026-09-27
Key fundamentals
Virtus Investment Partners, Inc.
Financial Services · Asset Management
| Market cap | $864.79M |
|---|---|
| Enterprise value | $1.30B |
| Trailing P/E | 7.44x |
| Forward P/E | 5.41x |
| EV / EBITDA | 6.40x |
| P / S (ttm) | 1.05x |
| Profit margin | 14.5% |
| Return on equity | 10.7% |
| Revenue growth | -4.4% |
| Earnings growth | +9.2% |
| Debt / equity | 44.52 |
Layer Breakdown
| Layer | Raw | Contribution |
|---|---|---|
| Fundamental | +0.27 | |
| Sector | +0.02 | |
| Technical | -0.26 | |
| Earnings | +0.00 | |
| Sentiment | +0.00 |
macro × 1.00 · 2026-09-27
Business overview
Virtus Investment Partners, Inc. is a publicly owned investment manager. The firm primarily provides its services to individual and institutional clients. It launches separate client focused equity and fixed income portfolios. The firm launches equity, fixed income, and balanced mutual funds for its clients. It invests in the public equity, fixed income, and real estate markets. The firm also invests in exchange traded funds. It employs a multi manager approach for its products. The firm employs quantitative analysis to make its investments. It benchmarks the performance of its portfolios against the S&P 500 Index. The firm conducts in-house research to make its investments. Virtus Investment Partners, Inc. was founded in 1995 and is based in Hartford, Connecticut.
Risk Metrics
| Beta vs SPX | 1.11 |
|---|---|
| Corr SPX | 0.51 |
| Annual vol | 35.0% |
| Annual ret | -17.0% |
| Sharpe | -0.49 |
| Max DD | -50.2% |
Window: 504 trading days (504 obs)
Material Events
| Date | Event | 8-K |
|---|---|---|
| 2026-07-30 | Earnings Release, Exhibits | read |
| 2026-05-20 | Shareholder Vote, Exhibits | read |
| 2026-05-01 | Earnings Release, Exhibits | read |
| 2026-04-17 | Reg FD Disclosure, Exhibits | read |
| 2026-03-02 | Acquisition / Disposition, Reg FD Disclosure… | read |
| 2026-02-06 | Earnings Release, Exhibits | read |
| 2025-12-16 | Other Material Event | read |
| 2025-12-05 | Material Agreement, Reg FD Disclosure… | read |
| 2025-10-24 | Earnings Release, Exhibits | read |
| 2025-10-01 | Material Agreement, Termination of Agreement… | read |
| 2025-07-25 | Earnings Release, Exhibits | read |
| 2025-06-30 | Officer / Director Change, Exhibits | read |
Insider Trades
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| 2026-08-03 | Angerthal Michael A | EVP, CFO & Treasurer | Sell | 1.72K | $283.23K |
| 2026-08-03 | Angerthal Michael A | EVP, CFO & Treasurer | Sell | 879 | $145.22K |
| 2026-08-03 | Angerthal Michael A | EVP, CFO & Treasurer | Sell | 2.76K | $459.29K |
| 2026-08-03 | Angerthal Michael A | EVP, CFO & Treasurer | Sell | 4.57K | $764.86K |
| 2026-08-03 | Angerthal Michael A | EVP, CFO & Treasurer | Sell | 2.64K | $445.11K |
| 2026-08-03 | Angerthal Michael A | EVP, CFO & Treasurer | Sell | 2.29K | $387.81K |
| 2026-08-03 | Angerthal Michael A | EVP, CFO & Treasurer | Sell | 120 | $20.43K |
| 2026-06-16 | Mandinach Barry M. | EVP, Head of Distribution | Sell | 4.50K | $651.20K |
| 2026-06-16 | Mandinach Barry M. | EVP, Head of Distribution | Sell | 500 | $72.62K |
| 2026-05-20 | HOLT TIMOTHY A | Grant | 1.38K | $189.93K |
Flow & Concentration
| Insider 180d net | -$3.23M |
|---|---|
| Insider buys / sells | 0 / 9 |
| Insider bias | Sellers |
| 13F holders | 0 |
| Top-5 share | 0.0% |
| HHI | 0 (—) |
SEC Filings
The Long Run
FY 2011–2025 · 15 years
| Line | Latest | CAGR | Trend |
|---|---|---|---|
| Revenue | $845.27M | +15.2% | |
| Operating income | $151.48M | +22.1% | |
| Net income | $95.65M | -4.1% | |
| Cash from ops | -$67.20M | +43.1% |
Indices
Recent Sessions
| Date | Open | High | Low | Close | Vol |
|---|---|---|---|---|---|
| Sep 25 | $130.28 | $131.83 | $129.00 | $130.58 | 106.00K |
| Sep 24 | $129.51 | $130.26 | $127.00 | $129.82 | 168.80K |
| Sep 23 | $129.42 | $130.43 | $127.04 | $128.00 | 167.20K |
| Sep 22 | $131.29 | $131.47 | $128.12 | $130.31 | 139.20K |
| Sep 21 | $126.65 | $131.14 | $125.31 | $129.85 | 224.10K |
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