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

MarketChacha shows Virtus Investment Partners's valuation in context — a trailing P/E of about 10.4, a forward P/E of about 6.5, a price-to-book of about 1.2 — 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 $165.47 (+1.3% on the day), as of 7/22/2026 — a delayed quote shown for education, not investment advice.

Virtus Investment Partners

VRTS · NYSE · Financials · United States

$165.47+1.3%

Delayed · as reported by Yahoo Finance · as of Jul 22, 2026, 7:27 PM

Snapshot

TickerVRTS

ExchangeNYSE

SectorFinancials

IndustryAsset Management

CountryUnited States

Employees801

HeadquartersHartford, United States

Market cap$1.1B

P/E (TTM)10.4

P/B1.2

Volume57.98K

Websitecorporate.virtus.com

Filings tracked5

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.

Profile as reported by Yahoo Finance.

Who owns it

Insiders6.6%
Institutions90.3%
Public & other3.2%

337 institutional holders

As reported by Yahoo Finance.

Top holders

Blackrock Inc.14.96%
Vanguard Portfolio Management LLC7.26%
State Street Corporation6.57%
Victory Capital Management Inc.4.76%
Dimensional Fund Advisors LP4.57%
Vanguard Capital Management LLC4.27%
Charles Schwab Investment Management, Inc.3.87%
American Century Companies Inc2.83%

Largest institutional holders, as reported by Yahoo Finance (as of 3/31/2026).

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 $188.4M · EPS 6.57

Est. earnings growth -1.8%

Next fiscal year

Rev $755.0M · EPS 25.50

Est. earnings growth +3.2%

Analyst consensus estimates — not the company's own guidance. As reported by Yahoo Finance.

$121.6152-wk range$215.06

Delayed · as reported by Yahoo Finance

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Financials at a glance

Source: SEC XBRL

Annual

Quarterly · last 8

Market cap

$1.1B

Day change

+1.3%

P/E (TTM)

10.4

Fwd P/E

6.5

P/B

1.2

Div yield

5.88%

Beta

1.36

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

Market figures: Delayed · as reported by Yahoo Finance. Financials as reported in company filings.

Ask MarketChacha about VRTS

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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
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 — 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

In the news

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