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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: May 6, 2026 • SEC Data: 2026-03-31
Combined AI Rating
HOLD
45% Confidence
N/A
HOLD
45% Conf
Pending
Analysis scheduled

📊 VIRT Key Takeaways

Revenue: $1.1B
Net Margin: 16.6%
Free Cash Flow: $-5.8M
Current Ratio: N/A
Debt/Equity: 1.17x
EPS: $1.99
AI Rating: HOLD with 45% confidence
Virtu Financial, Inc. (VIRT) receives a HOLD rating with 45% confidence from our AI fundamental analysis based on SEC 10-K filings. With revenue of $1.1B, net profit margin of 16.6%, and return on equity (ROE) of 10.5%, Virtu Financial, Inc. demonstrates mixed fundamentals in the Finance sector. Below is our complete VIRT stock analysis for 2026.

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

Claude

Virtu exhibits explosive revenue growth of 488.7% but alarming net income decline of 52% YoY, suggesting significant quality-of-earnings issues in its market-making operations. Elevated leverage (1.17x Debt/Equity) combined with negative operating and free cash flows creates financial fragility despite strong operating margins.

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

Claude
  • + Exceptional revenue growth of 488.7% YoY demonstrates market opportunity capture
  • + Strong operating margin of 37.4% shows operational efficiency at scale
  • + Adequate interest coverage ratio of 11.8x indicates debt service capacity
  • + Insider activity with 9 Form 4 filings suggests management confidence

VIRT Stock Risks: Virtu Financial, Inc. Investment Risks

Claude
  • ! Net income collapsed 52% YoY despite massive revenue surge - fundamental disconnect indicating deteriorating earnings quality
  • ! Negative operating cash flow (-$149K) and negative free cash flow (-$5.8M) despite reported profitability - cash generation crisis
  • ! Dangerous leverage with Debt/Equity of 1.17x and liabilities representing 91.2% of assets leaves minimal equity cushion
  • ! Extremely low ROA of 0.7% on $25.1B asset base indicates severe capital inefficiency
  • ! Business model vulnerability to market volatility - proprietary trading/market-making performance tied to trading volumes

Key Metrics to Watch

Claude
  • * Operating cash flow trend - must return to positive to validate earnings quality
  • * Net income sustainability - determine if 52% decline is cyclical or structural
  • * Debt/Equity trajectory - monitor if leverage increases further given negative FCF
  • * Trading volumes and volatility indices - key revenue drivers for market-making business

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

Revenue
$1.1B
Net Income
$182.3M
EPS (Diluted)
$1.99
Free Cash Flow
$-5.8M
Total Assets
$25.1B
Cash Position
$973.2M

💡 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 37.4%
Net Margin 16.6%
ROE 10.5%
ROA 0.7%
FCF Margin -0.5%

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

How Virtu Financial, Inc. compares to Finance sector averages

Net Margin
VIRT 16.6%
vs
Sector Avg 25.0%
VIRT Sector
ROE
VIRT 10.5%
vs
Sector Avg 12.0%
VIRT Sector
Current Ratio
VIRT 0.0x
vs
Sector Avg 1.2x
VIRT Sector
Debt/Equity
VIRT 1.2x
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
10.5%
Sector avg: 12%
Net Profit Margin
16.6%
Sector avg: 25%
Revenue Growth
N/A
Year-over-year
Debt/Equity
1.17x
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
1.17x
Debt/Assets
91.3%
Interest Coverage
11.75x
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
-0.5%
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
Q1 2026 $151.3M $99.7M $1.08
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

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
-$149.0K
Cash generated from operations
Capital Expenditures
$5.6M
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
May 8, 2026 4 xslF345X06/wk-form4_1778291472.xml View →
May 6, 2026 4 xslF345X06/wk-form4_1778103169.xml View →
May 1, 2026 10-Q virt-20260331.htm View →
Apr 29, 2026 DEF 14A tm261474-1_def14a.htm View →
Apr 29, 2026 8-K virt-20260429.htm View →

Frequently Asked Questions about VIRT

What is the AI rating for VIRT?

Virtu Financial, Inc. (VIRT) has an AI rating of HOLD with 45% confidence, based on fundamental analysis of SEC EDGAR filings.

What are VIRT's key strengths?

Claude: Exceptional revenue growth of 488.7% YoY demonstrates market opportunity capture. Strong operating margin of 37.4% shows operational efficiency at scale.

What are the risks of investing in VIRT?

Claude: Net income collapsed 52% YoY despite massive revenue surge - fundamental disconnect indicating deteriorating earnings quality. Negative operating cash flow (-$149K) and negative free cash flow (-$5.8M) despite reported profitability - cash generation crisis.

What is VIRT's revenue and growth?

Virtu Financial, Inc. reported revenue of $1.1B.

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 $1.99.

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 May 2026, Virtu Financial, Inc. has a HOLD rating with 45% confidence. Review the strengths and risks sections above before making a decision. This is not investment advice.

Is VIRT stock overvalued or undervalued?

Valuation metrics for VIRT: ROE of 10.5% (sector avg: 12%), net margin of 16.6% (sector avg: 25%). Compare these metrics with sector averages to assess valuation.

Should I buy VIRT stock in 2026?

Our dual AI analysis gives Virtu Financial, Inc. a combined HOLD 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 $-149.0K, with capital expenditures of $5.6M. FCF margin is -0.5%.

How does VIRT compare to other Finance stocks?

Vs Finance sector averages: Net margin 16.6% (avg: 25%), ROE 10.5% (avg: 12%), current ratio N/A (avg: 1.2).

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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: May 6, 2026 | Data as of: 2026-03-31 | Powered by Claude AI