Is Virtus Investment Partners (VRTS) overvalued or fairly valued?

MarketChacha shows Virtus Investment Partners's valuation in context — a trailing P/E of about 6.4, a forward P/E of about 5.4, a price-to-book of about 0.8 — alongside its revenue and profit growth and whether reported profit converts into operating cash, so you can judge value for yourself. MarketChacha does not issue ratings, price targets, or buy/sell advice.

What is Virtus Investment Partners's revenue?

Virtus Investment Partners reported revenue of $852.9M for FY2025, with net profit of $136.0M, per official filings.

What is the share price of Virtus Investment Partners (VRTS)?

Virtus Investment Partners last traded at $118.97 (+1.0% on the day), as of 10/20/2026 — a delayed quote shown for education, not investment advice.

Virtus Investment Partners

VRTS · NYSE · Financials · United States

Snapshot

TickerVRTS

ExchangeNYSE

SectorFinancials

IndustryAsset Management

CountryUnited States

Employees801

HeadquartersHartford, United States

Websitecorporate.virtus.com

Filings tracked18

About Virtus Investment Partners

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.

Who owns it

Insiders6.4%
Institutions93.6%
Public & other0.0%

328 institutional holders

Ownership breakdown from public market data.

Top holders

Blackrock Inc.15.95%
Vanguard Portfolio Management LLC6.80%
State Street Corporation6.77%
Victory Capital Management Inc.5.33%
Dimensional Fund Advisors LP4.77%
AQR Capital Management, LLC4.33%
Vanguard Capital Management LLC4.23%
Charles Schwab Investment Management, Inc.4.22%

Largest institutional holders — last updated 6/30/2026.

Forensic scorecard

Over 3 years only 0.40× of reported profit became operating cash — the classic sign that headline earnings may be running ahead of the cash actually generated. Often explained by working capital funding growth; worth a closer look.

Cash conversion0.40×

Net margin trend16.7% → 15.9%

Margin has held broadly steady over the period — stable profitability.

Growth qualityrev 0% · PAT -2%

Profit growth is broadly tracking revenue growth — the earnings trend looks operational rather than one-off.

Computed by MarketChacha from reported figures (SEC XBRL). Education, not a rating or recommendation.

What's expected next

Next quarter

Rev $175.5M · EPS 5.66

Est. earnings growth -13.0%

Next fiscal year

Rev $693.7M · EPS 22.12

Est. earnings growth -0.9%

Analyst consensus estimates — not the company's own guidance.

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Financials at a glance

Source: SEC XBRL

Annual

Quarterly · last 8

Revenue (FY2025)

$852.9M

Net margin

15.9%

ROE

14.6%

Revenue CAGR (2y)

+0.4%

Profit CAGR (2y)

-2.0%

EPS (FY2025)

19.97

Net profit (FY2025)

$136.0M

Ask MarketChacha about VRTS

Get a cited, plain-English answer — the “why”, not just data. Finance research only, never buy/sell advice.

Financials

Yearly

Period	Revenue	Net profit	EPS	Net margin	ROE
FY2025	$852.9M	$136.0M	19.97	15.9%	14.6%
FY2024	$906.9M	$152.5M	16.89	16.8%	17.0%
FY2023	$845.3M	$141.5M	17.71	16.7%	16.4%

Quarterly

Period	Revenue	Net profit	EPS	Net margin
2026Q2	$201.4M	$44.6M	6.68	22.2%
2026Q1	$199.5M	$6.2M	1.05	3.1%
2025Q3	$216.4M	$31.3M	4.65	14.5%
2025Q2	$210.5M	$42.7M	6.12	20.3%
2025Q1	$217.9M	$28.1M	4.05	12.9%
2024Q3	$227.0M	$49.1M	5.71	21.6%
2024Q2	$224.4M	$26.0M	2.43	11.6%
2024Q1	$222.0M	$37.9M	4.10	17.1%
2023Q3	$219.3M	$38.2M	4.19	17.4%
2023Q2	$213.5M	$30.2M	4.10	14.1%
2023Q1	$197.9M	$34.6M	5.21	17.5%

Figures as reported, in reporting currency. Source: SEC XBRL.

Filings & announcements

2026

8-K — Executive/director change, Exhibits
SEC8/20/2026material
10-Q — 10-Q VRTS 06.30.2026
SEC8/7/2026
8-K — Results of operations, Exhibits
SEC7/30/2026material
8-K — Shareholder vote results, Exhibits
SEC5/20/2026material
8-K/A — Exhibits
SEC5/14/2026
10-Q — 10-Q VRTS 03.31.2026
SEC5/8/2026
8-K — Results of operations, Exhibits
SEC5/1/2026material
8-K — Reg FD disclosure, Exhibits
SEC4/17/2026material
8-K — Completion of acquisition/disposition, Reg FD disclosure, Exhibits
SEC3/2/2026material
10-K — 10-K VRTS 12.31.2025
SEC2/27/2026
8-K — Results of operations, Exhibits
SEC2/6/2026material

2025

8-K — Other events
SEC12/16/2025material
8-K — Material agreement, Reg FD disclosure, Exhibits
SEC12/5/2025material
10-Q — 10-Q VRTS 09.30.2025
SEC11/7/2025
8-K — Results of operations, Exhibits
SEC10/24/2025material
8-K — Material agreement, Termination of agreement, Material financial obligation, Exhibits
SEC10/1/2025material
10-Q — 10-Q VRTS 06.30.2025
SEC8/7/2025
8-K — Results of operations, Exhibits
SEC7/25/2025material

In the news

Education and discussion only — not investment advice. Financials from official filings (SEC/BSE) and reported company statements; market figures (delayed market data) are delayed and shown for reference only. Verify with the linked sources before acting.