Virtus Investment Partners Inc

Virtus Investment Partners Inc (VRTS) Stock Analysis

$122.930

+0.025 (+0.02%)At close

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High
125.380
Open
123.360
VWAP
122.96
Volume
143.88K
Mkt Cap
1.57B
Low
120.585
Amount
17.69M
EV/EBITDA, TTM
21.25

Virtus Investment Partners, Inc. provides investment management and related services to institutions and individuals. It offers investment strategies for institutional and individual investors in different investment products and through multiple distribution channels. It provides various asset classes (equity, fixed income, multi-asset and alternatives), geographies (domestic, global, international and emerging), market capitalizations (large, mid and small), styles (growth, core and value) and investment approaches (fundamental and quantitative). Its retail products include open-end funds, closed-end funds and retail separate accounts. Its institutional products are offered to a variety of institutional clients through institutional separate accounts and commingled accounts, including sub advisory services to other investment advisers and its sponsored structured products. Its institutional products are marketed through relationships with consultants as well as directly to clients.

AI analysis of Virtus Investment Partners Inc (VRTS)

Hold

Currently, Virtus Investment Partners Inc (VRTS) is not a strong buy. The stock is trading at $131.22, significantly below its 52-week high of $215.06, indicating a potential downward trend. Additionally, the RSI is at 40.586, suggesting the stock is nearing oversold territory, but not yet a clear buy signal. The forward P/E ratio is low at 7.657, indicating potential value, but the recent earnings miss (EPS of 5.54 vs. estimate of 6.09) raises concerns about profitability. The main risk is the recent insider activity being neutral, which may reflect uncertainty among company executives about future performance.

Analyst Ratings (7)

+47.24% upside
Hold
1 Buy
5 Hold
1 Sell
Current: 122.93
Low
158.00
Average
181.00
High
218.00

TD Cowen

2026-10-12

Price Target

$136

Hold

Morgan Stanley

2026-09-25

Price Target

$120

Underweight

Barclays

2026-07-31

Price Target

$135

Underweight

Morgan Stanley

2026-07-29

Price Target

$130

Underweight

TD Cowen

2026-07-20

Price Target

$147

Hold

Valuation Metrics

The current forward P/E ratio for Virtus Investment Partners Inc (VRTS) is 7.66, compared to its 5-year average forward P/E of 7.98.

Forward P/E

Fair
5Y Average P/E
7.98
Current P/E
7.66
Overvalued
9.01
Undervalued
6.96

Forward EV/EBITDA

Strongly Overvalued
5Y Average EV/EBITDA
7.33
Current EV/EBITDA
21.25
Overvalued
12.93
Undervalued
1.74

Forward P/S

Undervalued
5Y Average P/S
1.78
Current P/S
1.12
Overvalued
2.16
Undervalued
1.40

Alphio AI Price Scenarios for VRTS

Scenario prices are the last monthly forecast band of the current year. Probabilities are fixed model weights (25 / 50 / 25), not guarantees.

B

Bull

Bull · 25%VRTS

$213.52

Scenario price

B

Base

Base · 50%VRTS

$186.75

Scenario price

B

Bear

Bear · 25%VRTS

$169.96

Scenario price

Events Timeline

2026-10-13 (ET)

08:30:00

Virtus Investment Partners Reports AUM of $143 Billion

2026-09-11 (ET)

08:30:00

Virtus Investment Partners Reports $149.2B in Total Client Assets

2026-08-20 (ET)

07:30:00

Virtus Investment Partners Declares $2.45 Quarterly Dividend

2026-08-12 (ET)

08:30:00

Virtus Investment Partners Reports $150.6B in Total Client Assets

2026-07-30 (ET)

07:30:00

Company Reports Q2 Revenue of $201.4M

News

VRTS FAQ — answered by Alphio AI

Virtus Investment Partners, Inc. provides investment management and related services to institutions and individuals. It offers investment strategies for institutional and individual investors in different investment products and through multiple distribution channels. It provides various asset classes (equity, fixed income, multi-asset and alternatives), geographies (domestic, global, international and emerging), market capitalizations (large, mid and small), styles (growth, core and value) and investment approaches (fundamental and quantitative). Its retail products include open-end funds, closed-end funds and retail separate accounts. Its institutional products are offered to a variety of institutional clients through institutional separate accounts and commingled accounts, including sub advisory services to other investment advisers and its sponsored structured products. Its institutional products are marketed through relationships with consultants as well as directly to clients. It operates in the Financials sector (INVESTMENT ADVICE industry).

Currently, Virtus Investment Partners Inc (VRTS) is not a strong buy. The stock is trading at $131.22, significantly below its 52-week high of $215.06, indicating a potential downward trend. Additionally, the RSI is at 40.586, suggesting the stock is nearing oversold territory, but not yet a clear buy signal. The forward P/E ratio is low at 7.657, indicating potential value, but the recent earnings miss (EPS of 5.54 vs. estimate of 6.09) raises concerns about profitability. The main risk is the recent insider activity being neutral, which may reflect uncertainty among company executives about future performance.

7 analysts cover VRTS: 1 rate it Buy, 5 Hold and 1 Sell. The average price target is 181.00.

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This page is for research only and is not investment advice. Models can be wrong. Past performance does not guarantee future results.

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