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Virtu Financial, Inc. (VIRT) Stock Fundamental Analysis & AI Rating 2026

VIRT NYSE Security Brokers, Dealers & Flotation Companies DE CIK: 0001592386
Recently Updated • Analysis: Apr 18, 2026 • SEC Data: 2025-12-31
BUY
65% Conf
Pending
Analysis scheduled

📊 VIRT Key Takeaways

Revenue: $3.6B
Net Margin: 12.9%
Free Cash Flow: $495.6M
Current Ratio: N/A
Debt/Equity: 1.29x
EPS: $5.13
AI Rating: BUY with 65% confidence
Virtu Financial, Inc. (VIRT) receives a BUY rating with 65% confidence from our AI fundamental analysis based on SEC 10-K filings. With revenue of $3.6B, net profit margin of 12.9%, and return on equity (ROE) of 29.6%, Virtu Financial, Inc. demonstrates strong fundamentals in the Finance sector. Below is our complete VIRT stock analysis for 2026.

Is Virtu Financial, Inc. (VIRT) a Good Investment?

Claude

Virtu Financial demonstrates strong operational fundamentals with 30.1% operating margins, exceptional 29.6% ROE, and robust free cash flow generation of $495.6M. However, the extreme 488.7% revenue growth sharply contrasts with only 7% net income growth, raising sustainability concerns and suggesting potential one-time gains or unfavorable revenue mix that warrant continued monitoring.

Why Buy Virtu Financial, Inc. Stock? VIRT Key Strengths

Claude
  • + Exceptional operating margin of 30.1% and ROE of 29.6% demonstrate strong operational efficiency and shareholder capital deployment
  • + Robust free cash flow generation of $495.6M with 13.6% FCF margin shows quality earnings and cash conversion
  • + Solid interest coverage ratio of 8.2x indicates strong debt service capability and financial stability
  • + Capital-light business model with minimal capex ($22.8M) typical of broker-dealer operations
  • + Positive insider activity with 14 Form 4 filings in last 90 days suggests management confidence

VIRT Stock Risks: Virtu Financial, Inc. Investment Risks

Claude
  • ! Extreme revenue growth of 488.7% YoY significantly outpaces net income growth of 7%, indicating margin compression or non-recurring revenue that questions sustainability
  • ! Broker-dealer business model is cyclical and highly sensitive to market trading volumes and volatility conditions
  • ! Moderate leverage at 1.29x debt-to-equity combined with low 2.3% ROA relative to high ROE signals heavy reliance on financial leverage
  • ! Unusually high revenue growth may not be repeatable if driven by temporary market dislocations or one-time transactions
  • ! Low quick ratio and current ratio data unavailability limits assessment of short-term liquidity adequacy

Key Metrics to Watch

Claude
  • * Revenue and net income growth reconciliation in subsequent quarters to assess sustainability
  • * Operating margin trends and potential margin compression signals
  • * Debt-to-equity ratio movement and leverage management relative to business cycles
  • * Free cash flow consistency and conversion rates across different market environments
  • * Trading volumes and market volatility impacts on future revenue generation

Virtu Financial, Inc. (VIRT) Financial Metrics & Key Ratios

Revenue
$3.6B
Net Income
$468.4M
EPS (Diluted)
$5.13
Free Cash Flow
$495.6M
Total Assets
$20.2B
Cash Position
$1.1B

💡 AI Analyst Insight

The current ratio below 1.0x warrants monitoring of short-term liquidity.

VIRT Profit Margin, ROE & Profitability Analysis

Gross Margin N/A
Operating Margin 30.1%
Net Margin 12.9%
ROE 29.6%
ROA 2.3%
FCF Margin 13.6%

VIRT vs Finance Sector: How Virtu Financial, Inc. Compares

How Virtu Financial, Inc. compares to Finance sector averages

Net Margin
VIRT 12.9%
vs
Sector Avg 25.0%
VIRT Sector
ROE
VIRT 29.6%
vs
Sector Avg 12.0%
VIRT Sector
Current Ratio
VIRT 0.0x
vs
Sector Avg 1.2x
VIRT Sector
Debt/Equity
VIRT 1.3x
vs
Sector Avg 2.0x
VIRT Sector

Sector benchmarks are approximate industry averages. Actual sector performance may vary.

Is Virtu Financial, Inc. Stock Overvalued? VIRT Valuation Analysis 2026

Based on fundamental analysis, Virtu Financial, Inc. has mixed fundamental signals relative to the Finance sector in 2026.

Return on Equity
29.6%
Sector avg: 12%
Net Profit Margin
12.9%
Sector avg: 25%
Revenue Growth
N/A
Year-over-year
Debt/Equity
1.29x
Sector avg: 2x

Note: This is a fundamental analysis based on SEC filings. For P/E ratio, price targets, and market-based valuation, consult financial data providers. This is not investment advice.

Virtu Financial, Inc. Balance Sheet: VIRT Debt, Cash & Liquidity

Current Ratio
N/A
Quick Ratio
N/A
Debt/Equity
1.29x
Debt/Assets
90.2%
Interest Coverage
8.24x
Long-term Debt
$2.0B

VIRT Revenue & Earnings Growth: 5-Year Financial Trend

VIRT 5-year financial data: Year 2021: Revenue $614.5M, Net Income -$58.6M, EPS $-0.53. Year 2022: Revenue $614.5M, Net Income $649.2M, EPS $5.16. Year 2023: Revenue $614.5M, Net Income $476.9M, EPS $3.91. Year 2024: Revenue $529.8M, Net Income $265.0M, EPS $2.44. Year 2025: Revenue $617.0M, Net Income $142.0M, EPS $1.42.
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: Virtu Financial, Inc.'s revenue has shown modest growth of 0% over the 5-year period. The most recent EPS of $1.42 reflects profitable operations.

VIRT Revenue Growth, EPS Growth & YoY Performance

Revenue Growth
N/A
Year-over-year
Net Income Growth
N/A
Year-over-year
EPS Growth
N/A
Earnings per share
FCF Margin
13.6%
Free cash flow / Revenue

VIRT Quarterly Earnings & Performance

Quarterly financial performance data for Virtu Financial, Inc. including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q3 2025 $131.6M $60.0M $0.64
Q2 2025 $126.1M $66.6M $0.71
Q1 2025 $118.6M $55.8M $0.59
Q3 2024 $110.3M $60.0M $0.63
Q2 2024 $109.5M $16.7M $0.16
Q1 2024 $118.6M $55.8M $0.56
Q3 2023 $110.3M $40.0M $0.37
Q2 2023 $109.5M $16.7M $0.16

Data sourced from SEC EDGAR 10-Q quarterly filings. Figures may represent quarterly or cumulative values.

Virtu Financial, Inc. Dividends, Buybacks & Capital Allocation

Operating Cash Flow
$518.4M
Cash generated from operations
Stock Buybacks
$1.6M
Shares repurchased (TTM)
Capital Expenditures
$22.8M
Investment in assets
Dividends Paid
$120.5M
Returned to shareholders

VIRT SEC Filings: Latest 10-K & 10-Q Analysis

Access official SEC EDGAR filings for Virtu Financial, Inc. (CIK: 0001592386)

📋 Recent SEC Filings

Date Form Document Action
Feb 20, 2026 4 xslF345X05/wk-form4_1771626487.xml View →
Feb 20, 2026 10-K virt-20251231.htm View →
Feb 18, 2026 4 xslF345X05/wk-form4_1771465405.xml View →
Feb 13, 2026 4 xslF345X05/wk-form4_1771021547.xml View →
Feb 6, 2026 4 xslF345X05/wk-form4_1770412344.xml View →

Frequently Asked Questions about VIRT

What is the AI rating for VIRT?

Virtu Financial, Inc. (VIRT) has an AI rating of BUY with 65% confidence, based on fundamental analysis of SEC EDGAR filings.

What are VIRT's key strengths?

Claude: Exceptional operating margin of 30.1% and ROE of 29.6% demonstrate strong operational efficiency and shareholder capital deployment. Robust free cash flow generation of $495.6M with 13.6% FCF margin shows quality earnings and cash conversion.

What are the risks of investing in VIRT?

Claude: Extreme revenue growth of 488.7% YoY significantly outpaces net income growth of 7%, indicating margin compression or non-recurring revenue that questions sustainability. Broker-dealer business model is cyclical and highly sensitive to market trading volumes and volatility conditions.

What is VIRT's revenue and growth?

Virtu Financial, Inc. reported revenue of $3.6B.

Does VIRT pay dividends?

Virtu Financial, Inc. pays dividends, with $120.5M distributed to shareholders in the trailing twelve months.

Where can I find VIRT SEC filings?

Official SEC filings for Virtu Financial, Inc. (CIK: 0001592386) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is VIRT's EPS?

Virtu Financial, Inc. has a diluted EPS of $5.13.

How is the AI analysis conducted?

Two independent AI systems — Claude (Anthropic) and ChatGPT (OpenAI) — analyze SEC EDGAR filings including 10-K annual reports and 10-Q quarterly reports. Each AI evaluates financial health, profitability ratios, balance sheet strength, and growth metrics. The combined rating reflects both perspectives for balanced insights.

Is VIRT a good stock to buy right now?

Based on our AI fundamental analysis in April 2026, Virtu Financial, Inc. has a BUY rating with 65% confidence. The AI analysis suggests favorable fundamentals based on SEC filings. This is not investment advice.

Is VIRT stock overvalued or undervalued?

Valuation metrics for VIRT: ROE of 29.6% (sector avg: 12%), net margin of 12.9% (sector avg: 25%). Higher ROE suggests strong returns relative to peers.

Should I buy VIRT stock in 2026?

Our dual AI analysis gives Virtu Financial, Inc. a combined BUY rating for 2026. Revenue is data pending, with profitability at or below sector average. Always conduct your own research.

What is VIRT's free cash flow?

Virtu Financial, Inc.'s operating cash flow is $518.4M, with capital expenditures of $22.8M. FCF margin is 13.6%.

How does VIRT compare to other Finance stocks?

Vs Finance sector averages: Net margin 12.9% (avg: 25%), ROE 29.6% (avg: 12%), current ratio N/A (avg: 1.2).

Why is VIRT's return on equity (ROE) so high?

Virtu Financial, Inc. has a return on equity of 29.6%, significantly above the Finance sector average of 12%. A high ROE indicates the company is efficient at generating profits from shareholder equity. This is supported by a 12.9% net margin.

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Disclaimer: This analysis is generated by Claude AI (Anthropic) and ChatGPT (OpenAI) based on publicly available SEC EDGAR filings. It does not include stock price data and should not be considered financial advice. All fundamental data is sourced from SEC public domain filings. Always conduct your own research and consult with a qualified financial advisor before making investment decisions.
Data Source: SEC EDGAR | Analysis Date: Apr 18, 2026 | Data as of: 2025-12-31 | Powered by Claude AI