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Virtus Investment Partners, Inc.. (VRTS) Fundamental Analysis & AI Grade 2026

VRTS NYSE Investment Advice DE CIK: 0000883237
Updated This Month • Analysis: May 9, 2026 • SEC Data: 2026-03-31
Combined AI Grade
C
68% Confidence
N/A
C
68% Conf
Pending
Analysis scheduled

📊 VRTS Key Takeaways

Revenue: $199.5M
Net Margin: 3.6%
Free Cash Flow: $33.5M
Current Ratio: 4.23x
Debt/Equity: 0.48x
EPS: $1.05
AI Grade: C with 68% confidence
Virtus Investment Partners, Inc.. (VRTS) receives a C fundamental grade with 68% confidence from our AI analysis based on SEC 10-K filings. With revenue of $199.5M, net profit margin of 3.6%, and return on equity (ROE) of 0.8%, Virtus Investment Partners, Inc.. demonstrates mixed fundamentals in the Market sector. Below is our complete VRTS stock analysis for 2026.

Is Virtus Investment Partners, Inc.. (VRTS) a Good Investment?

Claude

Virtus Investment Partners faces fundamental challenges with revenue declining 6.0% YoY, indicating shrinking assets under management and/or fee compression typical of struggling asset managers. Despite thin margins (3.6% net) and severely depressed returns on capital (0.8% ROE, 0.2% ROA), the company maintains a strong balance sheet with solid free cash flow generation, though this does not offset the core profitability and growth deterioration.

Virtus Investment Partners, Inc.. Key Strengths (VRTS)

Claude
  • + Strong free cash flow generation at 16.8% FCF margin ($33.5M annually)
  • + Excellent liquidity with 4.23x current ratio and $274.4M cash on balance sheet
  • + Moderate leverage at 0.48x debt-to-equity with 117x interest coverage ratio

VRTS Stock Risks: Virtus Investment Partners, Inc.. Investment Risks

Claude
  • ! Revenue decline of 6.0% YoY suggests market share loss or AUM contraction in competitive asset management industry
  • ! Abysmal capital efficiency with 0.8% ROE and 0.2% ROA indicating poor deployment of shareholder capital
  • ! Thin net margins (3.6%) and operating margins (7.7%) provide minimal buffer against competitive pressure and cost inflation

Key Metrics to Watch

Claude
  • * Assets Under Management (AUM) trends and net flows to confirm revenue stabilization
  • * Operating margin expansion or contraction as indicator of cost discipline
  • * Return on Equity improvement trajectory as sign of operational turnaround

Virtus Investment Partners, Inc.. (VRTS) Financial Metrics & Key Ratios

Revenue
$199.5M
Net Income
$7.1M
EPS (Diluted)
$1.05
Free Cash Flow
$33.5M
Total Assets
$4.6B
Cash Position
$274.4M

💡 AI Analyst Insight

Strong liquidity with a 4.23x current ratio provides a solid financial cushion.

VRTS Profit Margin, ROE & Profitability Analysis

Gross Margin N/A
Operating Margin 7.7%
Net Margin 3.6%
ROE 0.8%
ROA 0.2%
FCF Margin 16.8%

VRTS vs Market Sector: How Virtus Investment Partners, Inc.. Compares

How Virtus Investment Partners, Inc.. compares to Market sector averages

Net Margin
VRTS 3.6%
vs
Sector Avg 12.0%
VRTS Sector
ROE
VRTS 0.8%
vs
Sector Avg 15.0%
VRTS Sector
Current Ratio
VRTS 4.2x
vs
Sector Avg 1.8x
VRTS Sector
Debt/Equity
VRTS 0.5x
vs
Sector Avg 0.7x
VRTS Sector

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

Is Virtus Investment Partners, Inc.. Stock Overvalued? VRTS Valuation Analysis 2026

Based on fundamental analysis, Virtus Investment Partners, Inc.. has mixed fundamental signals relative to the Market sector in 2026.

Return on Equity
0.8%
Sector avg: 15%
Net Profit Margin
3.6%
Sector avg: 12%
Revenue Growth
N/A
Year-over-year
Debt/Equity
0.48x
Sector avg: 0.7x

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.

Virtus Investment Partners, Inc.. Balance Sheet: VRTS Debt, Cash & Liquidity

Current Ratio
4.23x
Quick Ratio
4.23x
Debt/Equity
0.48x
Debt/Assets
75.6%
Interest Coverage
117.03x
Long-term Debt
$439.3M

VRTS Revenue & Earnings Growth: 5-Year Financial Trend

VRTS 5-year financial data: Year 2021: Revenue $979.2M, Net Income $95.6M, EPS $11.74. Year 2022: Revenue $979.2M, Net Income N/A, EPS $10.02. Year 2023: Revenue $979.2M, Net Income N/A, EPS $26.01. Year 2024: Revenue $906.9M, Net Income N/A, EPS $15.50. Year 2025: Revenue $906.9M, Net Income N/A, EPS $17.71.
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: Virtus Investment Partners, Inc..'s revenue has remained relatively flat over the 5-year period, with a 7% decline. The most recent EPS of $17.71 reflects profitable operations.

VRTS 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
16.8%
Free cash flow / Revenue

VRTS Quarterly Earnings & Performance

Quarterly financial performance data for Virtus Investment Partners, Inc.. including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q1 2026 $199.5M $6.2M $1.05
Q3 2025 $216.4M $31.3M $4.65
Q2 2025 $210.5M $26.0M $2.43
Q1 2025 $217.9M $28.1M $4.05
Q3 2024 $219.3M $38.2M $4.19
Q2 2024 $213.5M $26.0M $2.43
Q1 2024 $197.9M $34.6M $4.10
Q3 2023 $210.3M $27.4M $4.19

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

Virtus Investment Partners, Inc.. Dividends, Buybacks & Capital Allocation

Operating Cash Flow
$35.9M
Cash generated from operations
Stock Buybacks
$10.0M
Shares repurchased (TTM)
Capital Expenditures
$2.4M
Investment in assets
Dividends Paid
$17.9M
Returned to shareholders

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

Access official SEC EDGAR filings for Virtus Investment Partners, Inc.. (CIK: 0000883237)

📋 Recent SEC Filings

Date Form Document Action
May 21, 2026 4 xslF345X06/wk-form4_1779394325.xml View →
May 21, 2026 4 xslF345X06/wk-form4_1779394317.xml View →
May 21, 2026 4 xslF345X06/wk-form4_1779394311.xml View →
May 21, 2026 4 xslF345X06/wk-form4_1779394305.xml View →
May 21, 2026 4 xslF345X06/wk-form4_1779394299.xml View →

Frequently Asked Questions about VRTS

What is the AI rating for VRTS?

Virtus Investment Partners, Inc.. (VRTS) has an AI grade of C with 68% confidence, based on fundamental analysis of SEC EDGAR filings.

What are VRTS's key strengths?

Claude: Strong free cash flow generation at 16.8% FCF margin ($33.5M annually). Excellent liquidity with 4.23x current ratio and $274.4M cash on balance sheet.

What are the risks of investing in VRTS?

Claude: Revenue decline of 6.0% YoY suggests market share loss or AUM contraction in competitive asset management industry. Abysmal capital efficiency with 0.8% ROE and 0.2% ROA indicating poor deployment of shareholder capital.

What is VRTS's revenue and growth?

Virtus Investment Partners, Inc.. reported revenue of $199.5M.

Does VRTS pay dividends?

Virtus Investment Partners, Inc.. pays dividends, with $17.9M distributed to shareholders in the trailing twelve months.

Where can I find VRTS SEC filings?

Official SEC filings for Virtus Investment Partners, Inc.. (CIK: 0000883237) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is VRTS's EPS?

Virtus Investment Partners, Inc.. has a diluted EPS of $1.05.

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 grade reflects both perspectives for balanced insights.

What is VRTS's fundamental grade?

Based on our AI fundamental analysis in June 2026, Virtus Investment Partners, Inc.. has a C grade with 68% confidence. Review the strengths and risks sections above for full context. This is not investment advice.

Is VRTS stock overvalued or undervalued?

Valuation metrics for VRTS: ROE of 0.8% (sector avg: 15%), net margin of 3.6% (sector avg: 12%). Compare these metrics with sector averages to assess valuation.

What is VRTS's AI grade for 2026?

Our dual AI analysis gives Virtus Investment Partners, Inc.. a combined C grade for 2026. Revenue is data pending, with profitability at or below sector average. Always conduct your own research.

What is VRTS's free cash flow?

Virtus Investment Partners, Inc..'s operating cash flow is $35.9M, with capital expenditures of $2.4M. FCF margin is 16.8%.

How does VRTS compare to other Market stocks?

Vs Default sector averages: Net margin 3.6% (avg: 12%), ROE 0.8% (avg: 15%), current ratio 4.23 (avg: 1.8).

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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 9, 2026 | Data as of: 2026-03-31 | Powered by Claude AI