Virtus Investment Partners, Inc.
VRTSNYSEFinancial ServicesAsset Management
Previous close
$167.09
−$0.99 · -0.59%
VRTS company overview
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AI-powered factor overview
GoAI score
Buy
Favorable setup — positive multi-factor alignment
Valuation
84
Deep Value
Momentum
54
Neutral
Sentiment
62
Bullish
Risk resilience
52
Elevated Risk
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Company profile
Company websiteVirtus Investment Partners, Inc., a publicly traded investment management firm, caters to both individual and institutional clients. The company develops tailored equity and fixed-income portfolios, alongside offering a diverse range of mutual funds encompassing equity, fixed-income, and balanced strategies, as well as exchange-traded funds. It strategically deploys capital across public equity, fixed-income, and real estate markets. Investment decisions are guided by a multi-manager framework, rigorous quantitative analysis, and proprietary in-house research. The performance of its portfolios is measured against the S&P 500 Index. Established in 1988, Virtus Investment Partners, Inc. maintains its corporate headquarters in Hartford, Connecticut.
- Industry
- Asset Management
- Sector
- Financial Services
- Headquarters
- US
- CEO
- George Robert Aylward
- Listed since
- Jan 2, 2009
- Employees
- 801
Market position
Day range
Current $167.09
52-week range
Current $167.09
- Open
- $169.1
- Previous close
- $168.08
- Volume
- 61.71K
- 0.5× average
- Average volume
- 122.35K
- Average daily volume
- Market cap
- 1.12B USD
- Beta
- 1.33
- Market reference 1
- 50-day average
- $157.99
- +5.76% above average
- 200-day average
- $151.41
- +10.36% above average
Financials
Financial snapshot
Latest / TTMValuation & yield
- Enterprise value
- 3.48B USD
- P/E (TTM)
- 9.37×
- P/B (TTM)
- 1.18×
- P/S (TTM)
- 1.47×
- EV / EBITDA
- 8.5×
- Earnings yield
- 12.42%
- Free cash flow yield
- -6.65%
- Dividend yield
- 5.75%
Profitability & efficiency
- Gross margin
- 85.49%
- Operating margin
- 13.97%
- Net margin
- 15.72%
- Return on equity
- 14.82%
- Return on assets
- 3.23%
- Return on invested capital
- 2.54%
Financial health
- Debt / equity
- 2.99×
- Current ratio
- 3.8×
Analyst ratings
Third-party consensus; not a GoAI recommendation.
Analyst price target
Average target
$145
13.22% downsideRecent analyst actions
VRTS peers
ETFs holding VRTS
Funds reporting this stock among their holdings, ordered by reported position size.
iShares Core S&P Small-Cap ETFIJR64.29M0.06%111.19B USD0.06%$147.31+0.64%
Vanguard Morningstar Total Stock Market ETFVTI32M0.00%2.3T USD0.03%$378.24+0.44%
iShares Russell 2000 ETFIWM29.23M0.04%81.62B USD0.19%$299.96+0.77%
Schwab U.S. Dividend Equity ETFSCHD28.72M0.03%112B USD0.06%$35.11+0.80%
Avantis U.S. Small Cap Value ETFAVUV26.99M0.09%31.27B USD0.25%$126.45+0.66%
Vanguard Morningstar Small-Cap ETFVB23.1M0.01%183.4B USD0.03%$304.76+0.64%
Vanguard Morningstar Small-Cap Value ETFVBR14.79M0.02%68.3B USD0.05%$249.18+0.68%
Vanguard Extended Market ETFVXF11.54M0.01%93.7B USD0.05%$245.53+0.82%iShares Core S&P Small-Cap ETFIJR- Market value
- 64.29M
- Weight
- 0.06%
- AUM
- 111.19B USD
- Expense ratio
- 0.06%
- Price / 1D
- $147.31+0.64%
Vanguard Morningstar Total Stock Market ETFVTI- Market value
- 32M
- Weight
- 0.00%
- AUM
- 2.3T USD
- Expense ratio
- 0.03%
- Price / 1D
- $378.24+0.44%
iShares Russell 2000 ETFIWM- Market value
- 29.23M
- Weight
- 0.04%
- AUM
- 81.62B USD
- Expense ratio
- 0.19%
- Price / 1D
- $299.96+0.77%
Schwab U.S. Dividend Equity ETFSCHD- Market value
- 28.72M
- Weight
- 0.03%
- AUM
- 112B USD
- Expense ratio
- 0.06%
- Price / 1D
- $35.11+0.80%
Avantis U.S. Small Cap Value ETFAVUV- Market value
- 26.99M
- Weight
- 0.09%
- AUM
- 31.27B USD
- Expense ratio
- 0.25%
- Price / 1D
- $126.45+0.66%
Vanguard Morningstar Small-Cap ETFVB- Market value
- 23.1M
- Weight
- 0.01%
- AUM
- 183.4B USD
- Expense ratio
- 0.03%
- Price / 1D
- $304.76+0.64%
Vanguard Morningstar Small-Cap Value ETFVBR- Market value
- 14.79M
- Weight
- 0.02%
- AUM
- 68.3B USD
- Expense ratio
- 0.05%
- Price / 1D
- $249.18+0.68%
Vanguard Extended Market ETFVXF- Market value
- 11.54M
- Weight
- 0.01%
- AUM
- 93.7B USD
- Expense ratio
- 0.05%
- Price / 1D
- $245.53+0.82%
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