Virtus Investment Partners, Inc.: stock overview

VRTSNYSEFinancial services · Investment Advice

Price

$122.45

November 13, 2026Market cap $820M

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  • The full history: 17 fiscal years, from 2009
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In short

Virtus Investment Partners had revenue of $807M over the last 12 months and net income of $110M, a net margin of 13.6%. Revenue grew by 7.1% a year on average over the last 5 years. At $122.45 the shares trade at a P/E of 7.5, against a median of 12.4 over the last 5 fiscal years. It has net debt of $120M. It pays a dividend yielding 7.88%.

From its SEC filings (latest fiscal year to December 31, 2025) and the price of November 13, 2026.

Its SEC filings
Market cap
$820M
6.70M shares
P/E
7.5
Today7.5
Median12.4
Revenue, 12 months
$807M
+7.1% a year over 5 years
Net margin
13.6%
2025: 16.0%, above 54% of its industry

Worth knowing

What a holder would want to hear from the company's SEC filings of the last three years. Each with its filing, without comment.

3 fiscal years in figures

Each fiscal year's figures as the company filed them, and the share price at its end.

2023–2025 fiscal years

+0.4% a year over 2 years

  • 202510-K
    Revenue$853M
  • 202410-K
    Revenue$907M
  • 202310-K
    Revenue$845M

Fiscal years in figures

VRTS's revenue, profit, cash flow and dividend with each year-end price, from 2009 to 2022, 14 more fiscal years

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Key figures

The company's current figures in five groups. Each term is explained behind its ⓘ.

Valuation

Market cap 3-year median: $1.5B
$820M
Enterprise value 
$939M
P/E 3-year median: 13.1
7.5
EV / EBIT 
8.0
EV / Revenue 
1.2
P/B 3-year median: 1.7
0.9
FCF yield 3-year median: -0.2%
–
Earnings yield 3-year median: 7.7%
13.4%

Profitability

Operating margin 
14.5%
Net margin 3-year median: 15.5%
13.6%
ROIC 
6.3%
ROIC, 5-year average 
14.3%
ROE 
11.8%

Growth

Revenue, yearly change 
-6.0%
EPS, yearly change 
+18.2%
FCF, yearly change 
–
Revenue, average a year 
+7.1%
EPS, average a year 
+14.8%

The yearly change compares FY2025 with FY2024.

Balance sheet

Cash 
$283M
Total debt 
$497M
Of which operating leases 
$94M
Net debt 
$120M
Net debt / EBITDA 
0.7x
Interest cover 
–
Current ratio 
–

Balance sheet of September 30, 2026.

Returns to shareholders

Dividend yield 3-year median: 3.8%
7.88%
Buybacks 
7.32%
Total returned 
15.20%
Shares, yearly change 
-3.9%
Valuation against its own pastEach fiscal year's P/E, P/FCF and P/B beside today's, and the DCF calculator for the company.Valuation

Against its industry

Where its margins and returns stood in fiscal 2025 among the SEC filers of its industry (SIC code 62).

Operating margin

19.8%

Above 36% of the 46 companies in its industry, and 82% of all.

Net margin

16.0%

Above 54% of the 82 companies in its industry, and 77% of all.

ROE

14.6%

Above 51% of the 74 companies in its industry, and 75% of all.

ROA

3.2%

Above 49% of the 78 companies in its industry, and 62% of all.

Revenue growth

-6.0%

Above 11% of the 80 companies in its industry, and 15% of all.

From the yearly figures every company files with the SEC, for those with revenue of at least $25 million. The industry is the first two digits of the SIC code.

The company at the SEC

How it is registered and when its fiscal year ends.

Name at the SEC
VIRTUS INVESTMENT PARTNERS, INC.
CIK
883237
Exchange
NYSE
Industry (SIC)
6282 · Investment Advice
Fiscal year ends
December 31
Latest annual report
December 31, 2025
Reporting currency
USD
Shares
6.70M

Other companies: Financial services

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The full analysis

What do Virtus Investment Partners's filings show?

These are Virtus Investment Partners's figures. The full Ploutos AI analysis reads everything the company has filed and shows what stands behind it, with a source for every figure.

  • A fair value range built from the filings
  • Earnings quality, debt and red flags
  • Insider and institutional moves
  • The case for and the case against

Questions about VRTS

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What is VRTS's market cap?

Virtus Investment Partners, Inc.'s market cap is $820M, at a price of $122.45 on November 13, 2026 and 6.70M shares.

What is VRTS's P/E?

VRTS's P/E is 7.5, on earnings per share of $16.15 over the last 12 months. The median over the last 5 fiscal years was 12.4.

How much revenue does VRTS have?

Virtus Investment Partners had revenue of $807M over the last 12 months. Over the last 5 years it changed by +7.1% a year on average.

Does VRTS pay a dividend?

Yes. Virtus Investment Partners paid $9.65 per share over the last 12 months, a yield of 7.88% at today's price. All the figures are in the Dividend section.

Where do the figures come from?

From Virtus Investment Partners, Inc.'s SEC filings (10-K and 10-Q) and the share price. They hold no analyst estimates and no score, and they are not a recommendation.

Related pages

The other pages on US stocks, free to read. On the company pages, the last three fiscal years are open to everyone, five with a free account, and every year with Ploutos Investor.

US stocksThe market today, the sectors, the largest companies and the week's results.The market's sectorsThe 11 sectors side by side: returns, share of the market, median P/E and dividend.Compare stocksTwo companies side by side: price over up to ten years, with and without dividends, and every figure.US dividend stocksEach dividend's yield next to whether the company's cash covers it and whether it was ever cut.

The figures come from the company's SEC filings and the share price, and describe what it has reported. They are not a score or a fair value.