Virtus Investment Partners Inc

Virtus Investment Partners Inc (VRTS) Stock Analysis

$168.520

+1.298 (+0.77%)At close

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High
169.170
Open
168.070
VWAP
168.13
Vol
81.98K
Mkt Cap
1.57B
Low
166.710
Amount
13.78M
EV/EBITDA, TTM
22.83

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 trading at $168.52, which is significantly above its 52-week low of $121.605, but below its high of $215.06. The forward P/E ratio of 7.657 indicates that the stock is relatively undervalued compared to its earnings potential. However, the recent earnings report showed an EPS of $5.54, which was below analyst expectations of $6.09, resulting in a negative sentiment among analysts. The main risk is the declining net margin, which fell to 3.31% in Q1 2026, indicating potential profitability challenges.

Analyst Ratings (7)

+7.41% upside
Hold
1 Buy
5 Hold
1 Sell
Current: 168.52
Low
158.00
Average
181.00
High
218.00

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

Barclays

2026-07-14

Price Target

$141

Underweight

Morgan Stanley

2026-06-26

Price Target

$119

Underweight

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 7.99.

Forward P/E

Fair
5Y Average P/E
7.99
Current P/E
7.66
Overvalued
9.02
Undervalued
6.97

Forward EV/EBITDA

Strongly Overvalued
5Y Average EV/EBITDA
6.90
Current EV/EBITDA
22.83
Overvalued
11.96
Undervalued
1.83

Forward P/S

Fair
5Y Average P/S
1.82
Current P/S
1.49
Overvalued
2.22
Undervalued
1.42

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

2026-08-20 (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

2026-07-13 (ET)

08:30:00

Virtus Investment Partners Reports $153.9B in Total Client Assets

2026-05-22 (ET)

16:20:00

Virtus Investment Files Automatic Mixed Securities Shelf

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 trading at $168.52, which is significantly above its 52-week low of $121.605, but below its high of $215.06. The forward P/E ratio of 7.657 indicates that the stock is relatively undervalued compared to its earnings potential. However, the recent earnings report showed an EPS of $5.54, which was below analyst expectations of $6.09, resulting in a negative sentiment among analysts. The main risk is the declining net margin, which fell to 3.31% in Q1 2026, indicating potential profitability challenges.

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

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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