# Virtus Investment Partners Inc. (VRTS) fundamentals

Data as of 2026-11-04. NYSE, United States. Sector: Financial Services / Capital Markets. Price $120.44, market value $798 million.

## Valuation
- **P/E (trailing): 6.9×** (5-yr avg 10.4×, 3-yr avg 10.7×). Virtus Investment Partners Inc. trades at 6.9× trailing earnings, well below its own five-year average of 10.4×: cheap by its own standards. The Financial Services median in the September 2026 study was 13.1×. Forward P/E is 5.6×, lower than trailing, so analysts expect earnings to grow.
- **PEG: 0.31**. A PEG of 0.31 means the P/E is low relative to expected earnings growth: the market is not paying much for that growth.
- **Price / sales: 1.0×**. Each dollar of revenue is priced at 1.0×, a low multiple typical of thin-margin businesses or out-of-favour stocks.
- **Price / book: 0.8×**. The shares trade below book value, which can signal a bargain or a balance sheet the market doubts.
- **EV / EBITDA: 5.9×**. Enterprise value is 5.9× operating earnings before depreciation, the multiple that ignores how the company is financed; below 8× is inexpensive for most sectors.
- **Free-cash-flow yield: -6.5%** (5-yr avg 10.2%). Free cash flow is negative: the business is consuming cash, which is normal for heavy investment phases but a warning otherwise.
- **Earnings yield: 14.6%**. The inverse of the P/E: 14.6% of the price is earned each year.

## Profitability
- **Operating margin: 15.7%**. 15.7% of revenue is left after running the business, a healthy level in most sectors.
- **Net margin: 15.9%**. 15.9% of each dollar of sales reaches the bottom line.
- **Return on equity: 14.6%**. 14.6% on shareholders' equity is solid.
- **Return on invested capital: 7.7%**. Return on all capital, debt included, is 7.7%.
- **Return on assets: 2.7%**. Each dollar of assets produces 2.7% of profit; low single digits are normal for banks and insurers.

## Growth
- **Revenue growth (1 yr): -6.0%** (3-yr -1.3%/yr, 5-yr 7.1%/yr). Revenue fell 6.0% over the last year, against 7.1% a year compounded over five years: growth is slowing.
- **EPS growth (1 yr): 18.2%** (3-yr 8.8%/yr, 5-yr 14.8%/yr). Earnings per share rose 18.2%, faster than revenue, so margins expanded or the share count shrank.

## Financial health
- **Piotroski F-score: 2/9**. 2 of 9 checks pass: weak or deteriorating financials.

## Dividends
- **Dividend yield: 8.14%** ($9.60 per share, trailing). Virtus Investment Partners Inc. yields 8.14%, high enough to check carefully: yields this high often precede a cut.
- **Payout ratio: 48%**. 48% of earnings goes out as dividends, leaving room to keep raising it.
- **Consecutive years of increases: 12**. 12 straight years of increases, a record that survived at least one recession.
- **Dividend growth (5 yr): 26.5%/yr** (1-yr 15.1%). The dividend has compounded at 26.5% a year over five years, doubling roughly every 3 years at that pace.

## Analyst view
- **Analyst consensus: hold** (4 analysts). 4 analysts cover Virtus Investment Partners Inc.; the consensus is hold, with an average price target of $129.75 (+8% from the current price). Analyst opinion is shown for context; it is not part of the Fundamental Score.

## Price and momentum
- **Total return (1 yr): -23.0%** (YTD -23.2%, 3-mo -28.3%). The shares are down 23.0% over twelve months including dividends.
- **From 52-week high: -31.4%** (3.2% above the low). Trading 31% below its 52-week high, deep in a drawdown.
- **200-day average: below**. The price sits below its 200-day moving average, the usual definition of a downtrend.
- **RSI (14-day): 42**. An RSI of 42 is neutral.
- **Beta (1 yr): 0.94** (volatility 35%). Beta of 0.94 against the S&P 500: the shares move roughly with the market.

Live score and charts: https://foliofundamentals.com/analyzer?s=VRTS · Page: https://foliofundamentals.com/stocks/vrts

Not investment advice.