Virtus Investment Partners stock
VRTSNYSEVirtus Investment Partners, Inc., Financial ServicesISIN US92828Q1094
64Score 64 out of 100, Neutral
Price and trend
47 / 100
Price history
−25% in one yearThe chart shows daily closes over 18 years, adjusted for stock splits and without dividends. Click into the chart to set a price alert at that price.
Below the 200-day line: the price is 13% below it.
Since October 2026 the 50-day line has been below the 200-day line; the trend has turned down.
Normal: the price is neither overheated nor sold off (RSI 54).
The price is 29% below its 52-week high. Largest decline in 18 years: 77% (May 2013 to March 2020).
Chart figures for advanced users
- SMA 50$130.85
- Average price of the last 50 trading days, shows the short-term trend.
- SMA 200$143.12
- Average price of the last 200 trading days, shows the long-term trend.
- RSI (14)54
- Relative strength over the last 14 days on a scale from 0 to 100. Above 70 the price counts as overheated, below 30 as sharply fallen.
- MACDabove the signal line
- Compares a fast and a slow price average. Above its signal line momentum is rising, below it momentum is fading.
- Support$117.74
- The lowest closing price of the last twelve months.
- Resistance$175.63
- The highest closing price of the last twelve months.
Snapshot
Computed from the data by fixed rules, no AI
- Virtus Investment Partners, Inc. belongs to the Asset Management industry (United States) and, with a market value of $817.11M, is number 95 of 131 companies in its industry on MEQIRI.
- In fiscal 2025 it reported revenue of $830.59M (down 8% year on year) and earnings of $138.4M (up 13.7%).
- MEQIRI Score 64 out of 100 (Neutral): rank 635 of 975 in Financial Services, median 68.
Show more
- The P/E is 7.7 (Asset Management median 14, own median of recent years 12.4).
- Our model puts fair value at $170.58, with the price 27% below it.
In plain words
The numbers on this page in plain words, written by an AI
Strengths
- High dividend yieldDividend yield 7.75%, Asset Management median 4.38%.Capital allocation 81
- Modestly valuedP/E 7.7, Asset Management median 14, own median 12.4.Valuation 91
- Below fair valuePrice 27% below the fair value of $170.58.Valuation 91
Weaknesses
- Analysts expect falling earningsDown 7.6% a year through 2027 (estimates from 3 analysts).Growth 52
Its standout strengths are valuation and fundamentals, while technical analysis and momentum hold the score back.
Daily figure as of 13 Nov 2026
How the score is calculatedScore overview
Score since yesterday from 65 to 64.
The fundamentals are strong overall.
Score history
The full history of up to 20 years comes with MEQIRI Pro.
See plansCrash risk medium
How well MEQIRI warnsIn the middle among smaller stocks.
From 2016 to 2025, 20 in 100 such stocks fell 30% or more within a year, against a group average of 23 in 100.
What lowers it
- solid fundamentals
Valuation
Valuation signal
Significantly undervaluedIn our model the price counts as cheap below $131.22 and expensive above $243.69 (uncertainty medium, based on the price swings of the past year).
The two parts of the fair value come to $115.76 (cash-flow model) and $225.40 (industry comparison), and the gap between them shows how uncertain the estimate is.
Calculated with a cost of equity of 12.8%. At 13.8% the fair value would be $165.18, at 11.8% it would be $177.33.
Valuation metrics
Half from the cash-flow model, half from earnings times the industry P/E (14).
Calculate with your own assumptionsCompany performance
This shows several years of history with an automatic assessment.
Revenue
In the twelve months to 30 Sep 2026, revenue fell 15.3% on the twelve months before. Revenue has grown solidly since 2006, at about 7% per year.
Margins
- Operating margin
- Net margin
In fiscal 2025: operating 17%, net 17%. Banks and insurers have no gross margin, and their net margin is not comparable with other industries. The score leaves both out.
Debt & balance sheet
latest quarterFor banks and insurers, deposits and liabilities are the business. Debt to equity and the current ratio say little here, and the score does not rate them.
Earnings
- Next earnings
- 5 Feb 2027in 84 days
- Last reported
- 9 Nov 2026EPS reported $5.86 (expected $5.78)in line with expectations
Analyst estimates
Analysts have cut their 2027 earnings estimate by 12.2% since 15 Oct 2026. Falling estimates often precede bad news.
- Earnings per share
- $22.07−2.4%
- Revenue
- $714.97M−2.1%
- Earnings per share
- $20.10−12.2%
- Revenue
- $657.39M−9.6%
MEQIRI has stored the estimates since 15 Oct 2026. Until 30 days are available, the card shows the change since that day. Mean estimate according to Financial Modeling Prep. No price target and no recommendation.
Insiders
Open-market purchases and sales by executives, board members and major holders
No open-market purchases in the last 6 months. 3 insiders sold, $3.29M in total.
Sales say less than purchases: many insiders sell on a fixed plan, for taxes or to diversify.
Partial trades from one filing are shown in one row, with the average price.
Source: Form 4 filings with the US Securities and Exchange Commission. Grants, option exercises, gifts and tax withholdings are hidden. Not a recommendation to buy.
What happened at Virtus Investment Partners
The key events of the last six months from our own data. A click takes you to the matching card.
Sector comparison
975 rated companies in Financial Services
- This company
- 64
- Sector median
- 68
Categories against the sector median
The median is the middle value: half of the companies in the sector lie above it, half below. Categories with too few comparable companies are left out.
Competitors in Asset Management
The next larger and next smaller companies by market value
- Barings BDCBBDC $900.48M64
- Kayne Anderson BDCKBDC $846.9M67
- MidCap Financial InvestmentMFIC $838.55M43
- GCM GrosvenorGCMG $827.04M70
- Mutares SE & Co. KGaAMUX.DE $792M54
- Prospect CapitalPSEC $785.35M30
- Carlyle Secured LendingCGBD $760.36M60
- Burford CapitalBUR $759.8M37
ETFs that hold Virtus Investment Partners
Held by 15 ETFs on Xetra. Shown per index: the ETF with the largest weight.
| ETF | Weight | Cost | Fund size |
|---|---|---|---|
| State Street SPDR S&P Global Dividend Aristocrats UCITS ETF (Dist)ZPRG | 0.90% | 0.45% | €1.64B |
| Avantis Global Small Cap Value UCITS ETFAVWS | 0.06% | 0.39% | €1.49B |
| iShares S&P SmallCap 600 UCITS ETFIUS3 | 0.05% | 0.30% | €2.31B |
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| WisdomTree US High Dividend UCITS ETF AccWTD9 | 0.05% | 0.29% | €182.46M |
| WisdomTree US Equity Income UCITS ETF EUR Hedged AccWTDY | 0.04% | 0.35% | €204.34M |
| L&G Russell 2000 US Small Cap Quality UCITS ETFETLZ | 0.03% | 0.30% | €185.82M |
| Xtrackers Russell 2000 UCITS ETF 1CXRS2 | 0.03% | 0.30% | €2.22B |
| State Street SPDR MSCI USA Small Cap Value Weighted UCITS ETFZPRV | 0.03% | 0.30% | €964.08M |
Holdings as reported by the funds via FMP, excluding swap ETFs (their holdings are only collateral).
Data status and sources
- Score
- Daily value of 13 Nov 2026, recalculated nightly
- Price
- Closing price of 12 Nov 2026
- Latest annual report
- Fiscal year 2025, period end 31 Dec 2025
- Source
- Financial statements, ratios and prices from Financial Modeling Prep (FMP), based on the company's reports. MEQIRI calculates the score and fair value from them.
Mandatory disclosures for this rating
- ; time horizon around 12 months
- Rated Neutral, published since 7 Nov 2026 (in the score history since 4 Sep 2026)
- Valuation signal Undervalued since 7 Nov 2026
- End-of-day prices, metrics cached for up to 24 hours
- Score and fair value are estimates from a disclosed model. They are not facts and not a price target.
- Produced by SSM Ventures UG (haftungsbeschränkt), responsible person Sven Brostmeyer, Managing Director, automatically according to the disclosed model.
- Not investment advice. Losses up to and including a total loss are possible. Personal circumstances are not considered.