VIRTUS INVESTMENT PARTNERS INC (VRTS)
Financials · Asset Management · NYSE
A multi-boutique asset management firm offering a diverse range of investment strategies through independent investment affiliates.
What VIRTUS INVESTMENT PARTNERS INC does
Virtus Investment Partners is a multi-boutique asset management firm that provides investment management and related services to individuals and institutions. The company operates through a multi-manager model, offering a diverse range of investment strategies across equities, fixed income, and alternative asset classes through various investment vehicles, including open-end funds, closed-end funds, and separately managed accounts.
Themes: asset management, investment funds, wealth management, multi-boutique platform, institutional and retail investing
Fundamentals
- Price$131.59 as of 2026-10-08 close
- Market cap$871M as of 2026-07-30 (share count; price 2026-10-08)
- 1-year return-31.7% 2025-10-08 close $192.69 → 2026-10-08 close $131.59
- P/E7.75 as of 2026-10-08
- Net margin+15.9% FY2025, SEC XBRL
- ROE+14.6% FY2025, SEC XBRL
- Debt / equity3.00 as of 2026-09-02
- Revenue growth (YoY)-7.6% as of 2026-09-02
- Revenue CAGR (3y)-1.3% SEC XBRL
- Beta1.06 as of 2026-09-02
- Last reported earnings2026-07-30 SEC EDGAR Form 8-K (Item 2.02)
Dividend: yield +7.7%; 12-year non-decreasing per-share dividend streak (SEC XBRL).
How VRTS compares in its sector
- price-to-earnings ratiobottom 25% 513 covered Financials peers, as of 2026-10-08
- net profit marginmiddle range 344 covered Financials peers, as of 2026-09-02
- operating marginmiddle range 122 covered Financials peers, as of 2026-09-02
- return on equitytop 25% 559 covered Financials peers, as of 2026-09-02
- 3-year revenue CAGRbottom 25% 347 covered Financials peers
- indicated dividend yieldtop 10% 468 covered Financials peers, as of 2026-09-02
- free cash flow (absolute dollars, latest fiscal year)bottom 10% 430 covered Financials peers, as of FY2025
Position among covered Financials companies that report each metric (minimum 5 peers). A relative position within our covered catalog — not a valuation, quality, or investment judgment. A higher percentile is simply a higher value (for P/E, more expensive on earnings — never "better"). Informational only.
Dividend coverage (FY2025)
Covered by reported results. In FY2025, VRTS's dividend was covered by reported results (earnings payout 48%). This describes past coverage, not a forecast.
- Earnings payout48% dividends / net income
- Free-cash-flow payoutnot assessable free cash flow was not positive that year
Coverage derived from reported SEC EDGAR XBRL figures for FY2025 (dividends paid vs. net income and free cash flow, same fiscal year). This describes PAST coverage for one fiscal year — it does not predict whether a dividend will be maintained, raised, or cut, and a one-year payout ratio can be distorted by non-recurring items. Informational only — not financial advice.
How VIRTUS INVESTMENT PARTNERS INC looks technically
VIRTUS INVESTMENT PARTNERS INC (VRTS) is trading 11.6% below its 200-day average, the long-term trend line — a long-term downtrend. Its 50-day average crossed above its 200-day average about 45 trading days ago — a "golden cross", a bullish long-term signal. A strong downtrend is in place — ADX, a 0–100 trend-strength gauge, is 34, with sellers in control. Momentum is neutral — its 14-day RSI (a 0–100 momentum gauge) is 36, neither overbought (above 70) nor oversold (below 30). MACD, a trend-momentum gauge, turned bullish about 7 trading days ago (its momentum flipped positive). It made a new 20-day low about 15 trading days ago. It is 32.5% below its highest point of the past year.
Trend
8
| Distance from the 200-day | it is trading 11.6% below its 200-day average, the long-term trend line — a long-term downtrend | -11.6% |
|---|---|---|
| 50-day moving average | its average price over the last 50 trading days — a short-term trend line — is $151.50 | $151.50 |
| 200-day moving average | its average price over the last 200 trading days — the long-term trend line — is $148.90 | $148.90 |
| Swing structure | each recent peak has been lower than the one before it and each dip deeper — the pattern chart-watchers call a downtrend, which describes where price has already been and not where it goes next | lower highs and lower lows |
| Last swing turn | its last significant turn was a swing low 20 calendar days ago — the swings before that are what the structure reading is measured on | 20 sessions |
| Wave structure | its recent swings can be read as a five-part downward sequence — what Elliott-wave chartists call an impulse — now in the fourth leg, a pullback against that downward direction; the labelling fails if price closes above 148.51. It is one of several labellings that fit, and it describes the swings already printed, not what comes next. The same swings also read as a completed three-part correction. | possible downward five-wave sequence, in wave 4 (one of several readings) |
| Since the 50/200 cross | its 50-day average crossed above its 200-day average about 45 trading days ago — a "golden cross", a bullish long-term signal | 45 sessions |
| Trend strength (14-day ADX) | a strong downtrend is in place — ADX, a 0–100 trend-strength gauge, is 34, with sellers in control | 33.9 |
Momentum
3
| 14-day RSI | momentum is neutral — its 14-day RSI (a 0–100 momentum gauge) is 36, neither overbought (above 70) nor oversold (below 30) | 35.6 |
|---|---|---|
| Position in its 14-day range | it is trading around the middle of its 14-day range ($125.31 to $136.76) — its "stochastic" reading is 55 out of 100, where 0 would mean closing exactly at the 14-session low and 100 exactly at the high. This measures WHERE the price sits inside its recent range, which is a different question from the RSI beside it: RSI is a momentum gauge, measuring how FAST the price has been moving, so a stock can drift quietly to the bottom of its range with an ordinary RSI, or fall sharply and still sit in the middle. It has been slipping within that range over the last few sessions. | 54.9 |
| Since the MACD crossed zero | MACD, a trend-momentum gauge, turned bullish about 7 trading days ago (its momentum flipped positive) | 7 sessions |
Range
12
| 52-week high | its highest closing price over the past year (about 252 trading days) was $195.00 | $195.00 |
|---|---|---|
| From the 52-week high | it is 32.5% below its 52-week high (its highest price of the past year) | -32.5% |
| Above the 52-week low | it is 8.2% above its 52-week low (its lowest price of the past year) | +8.2% |
| Below the 52-week high | it is 32.5% below its highest point of the past year | 32.5% |
| Since a 20-day breakout | it made a new 20-day low about 15 trading days ago | 15 sessions |
| Since a 55-day breakout | it made a new 55-day low about 15 trading days ago | 15 sessions |
| All-time high | its highest closing price on record is $338.80 (set on 2021-10-26) | $338.80 |
| Given back of the 52-week move | over the past year its closes ranged ($125.00 to $193.76), and it has recovered only a small part of its fall from last year’s high — 10% of it. Chart-watchers call 61.8%-65% given back the "golden pocket" — for this company that is $167.49 to $169.69. It is watched widely enough that orders cluster there, which is the honest reason it matters; it is not a forecast. | 9.6% |
| From the all-time high | it is 61.2% below its all-time high | -61.2% |
| Nearest price level | it is trading 0.8% below a resistance level at $132.65 — a price it turned at twice since 2026-05-19, most recently on 2026-06-25. Since 2024-10-08 it has 1 such level below the current price and 12 above. Levels like these describe where the price has reversed or paused before; they are not a forecast of where it will go. | +0.8% |
| All-time low | its lowest closing price on record is $3.78 (set on 2009-03-04) | $3.78 |
| Above the all-time low | it is 3381.2% above its all-time low | +3,381% |
Volatility
5
| Band width vs its own 6 months | day-to-day price swings are about average versus its own recent 6-month history | 68th percentile |
|---|---|---|
| Typical daily range | in a typical session it travels about $4.59 between its high and its low — about 3.5% of its price. That is its "average true range" over the last 14 sessions, which also counts the distance from the previous close, so a day that opens well away from yesterday counts as the large move it was | $4.59 |
| Bollinger bands (20-day, ±2σ) | most of its recent trading has stayed between about $122.41 and $142.62 — the "Bollinger bands", a range drawn two standard deviations either side of its 20-day average price, which widens when the stock gets more volatile and narrows when it settles | $122.41 – $132.52 – $142.62 |
| Typical daily range (% of price) | its price moves about 3.5% in a typical session — about typical for the companies we cover. This is the average gap between a session's high and low over the last 14 sessions, counting overnight moves, expressed against the current price so it can be compared with companies trading at any price | 3.5% |
| Stretch from the 200-day average | it is trading 3.8 daily ranges below its 200-day average price (11.6% below it in plain percentage terms) — a way of asking how far it has stretched from its own average in units of how far it normally moves in a day, so a calm company and a jumpy one can be compared on the same scale | 3.8 daily ranges below its 200-day average |
Volume
1
| Volume vs its 30-day average | trading volume is about normal versus its 30-day average | 0.89× |
|---|
Analyst
2
| Change in the average price target | analysts' average price target is unchanged from the prior reading | 0.0% |
|---|---|---|
| Change in the consensus rating | the analyst consensus rating is unchanged since the prior reading | unchanged |
Candlestick patterns
1
| Since a doji | 1 session ago it opened and closed at almost the same price after trading through a wider range — a "doji", the classic picture of buyers and sellers finishing the session level | 1 session ago |
|---|
Price gaps
2
| Gap at the open | it opened on 2026-10-08 0.2% above the previous session's close — an overnight gap, the part of the move that happened while the market was shut, and traded back through that level before the close | +0.2% |
|---|---|---|
| Gap filled | a 2.4% gap down opened on 2026-07-30 has been "filled" 46 sessions ago — price traded back through the level the gap left behind, and it took 3 sessions to close | 46 sessions ago |
Price streaks
1
| Closing streak | it closed higher in its latest session, after a session that did not close higher — a single up day rather than a run | 1 session up |
|---|
Relative strength
4
| vs market, 1 month | over the past 1 month this stock lagged the market by 17.6 percentage points (the stock lost 16.5% while the market gained 1.0%) | -17.6% |
|---|---|---|
| vs market, 3 months | over the past 3 months this stock lagged the market by 18.6 percentage points (the stock lost 14.8% while the market gained 3.8%) | -18.6% |
| vs market, 6 months | over the past 6 months this stock lagged the market by 15.0 percentage points (the stock gained 2.5% while the market gained 17.5%) | -15.0% |
| vs market, 12 months | over the past 12 months this stock lagged the market by 46.7 percentage points (the stock lost 31.7% while the market gained 15.0%) | -46.7% |
Signal agreement
2
| Bullish technical signals | 2 of the 9 technical signals we can compute for it are currently in a bullish state: a "golden cross" — its 50-day average is above its 200-day, MACD momentum is positive — these describe past price behaviour, not a forecast | 2 of 9 |
|---|---|---|
| Bearish technical signals | 4 of the 9 technical signals we can compute for it are currently in a bearish state: trading below its 200-day average, a strong downtrend, with sellers in control, lagging the market over 6 months, trading below the Ichimoku cloud — these describe past price behaviour, not a forecast | 4 of 9 |
Trend (Ichimoku cloud)
1
| Vs the Ichimoku cloud | trading 14% below the Ichimoku cloud — a band drawn from where its own highs and lows sat up to 2026-09-01 and projected forward over today's price, the side traders read as an established downtrend, with the band above acting as the level that would have to be cleared. The band itself is moderate, spanning 7.3% of the share price. | -14.2% |
|---|
Volume-weighted price
2
| Vs this year’s average price paid | the price is 11% below the average price paid so far this year, so the typical buyer over that stretch is under water. That average is $147.52 — a volume-weighted average of daily closes over 189 sessions, not a true tick-by-tick VWAP. | -10.8% |
|---|---|---|
| Vs the average paid since it last reported | the price is 12% below the average price paid since it last reported on 2026-07-30 (its 8-K), so the typical buyer over that stretch is under water. That average is $149.42 — a volume-weighted average of daily closes over 50 sessions, not a true tick-by-tick VWAP. | -11.9% |
Price levels it has turned at before
VRTS last closed at $131.59 on 2026-10-08. Since 2024-10-08 it has turned at 1 price below its last close and 12 above; the nearest below and the 3 nearest above are listed, nearest first.
| Level | Side | Distance | Evidence |
|---|---|---|---|
| $132.65 | Resistance | 0.8% above the last close | turned there twice · 2026-05-19 to 2026-06-25 |
| $135.96 | Resistance | 3.3% above the last close | turned there twice · 2026-02-12 to 2026-04-22 |
| $124.85 | Support | 5.1% below the last close | turned there twice · 2026-03-16 to 2026-09-18 |
| $143.16 | Resistance | 8.8% above the last close | turned there twice · 2025-04-09 to 2025-04-21 |
A level is a price this company reversed or paused at more than once — they describe past behaviour, not a forecast of where the price will go.
Wave structure
Its recent swings can be read as a five-part downward sequence — what Elliott-wave chartists call an impulse — now in leg 4 of five, a pullback against that direction.
This labelling fails — stops being a possible reading at all — if it closes above $148.51.
This is one of several labellings that fit the same swings, so treat it as a reading rather than the reading. It was chosen from 2 labellings that survived the rules, counting shorter readings of the same bars.
On past moves of this shape the leg has usually ended somewhere between $135.87 and $148.03 — that is where it has tended to end if the count holds, not a forecast of where the price goes.
Alternate reading: The same swings also read as a completed three-part correction, which fails on a close below $125.00.
This reading has stood for 10 trading days, since 2026-09-25.
Read from daily closes as of 2026-10-08.
An Elliott-wave count describes the swings already printed and the level that would disprove it. It is not a forecast, a target, or advice.
Screens: Trading below the 200-day moving average · Pulled back from the 12-month high · lagging the market · Under water since its last earnings report (below the anchored VWAP) · Trading below the Ichimoku cloud · Near a resistance level (pressing into a price that has capped it before) | Learn: moving average · golden cross · adx · rsi · macd · breakout · fifty two week high low
Based on daily closing prices as of 2026-10-08. Describes past price behavior only — informational, not financial advice.
Analyst consensus
- Consensus ratingHold (3.50 mean, 1=Strong Buy…5=Strong Sell) — 4 analysts
- Mean price target$145.50 range $120.00 – $172.00; median $145.00
Analyst estimates, as of 2026-10-07. These are third-party analyst opinions and price targets, aggregated — not a recommendation, prediction, or advice from stocks-llm. Informational only.
Analyst EPS estimate for VRTS
- Consensus EPS estimate$6.04 next reporting period, as of 2026-10-07
- Estimate change, 30 days-$0.1152 (-1.9%) from $6.15, on 2026-09-02, 35-day window
- Readings revised upward0% of 8 comparable readings
The consensus estimate for the next reporting period, and how it has moved between readings of that SAME period. A change is measured only between readings estimating one period — when a company reports, the consensus moves to the next quarter and the two numbers are not comparable. Informational only, not a forecast and not advice.
Key risks (from latest filing)
["Fluctuations in the value of assets under management, which directly impact investment management fee revenue.","Reliance on the performance and retention of individual investment teams (boutiques) to attract and maintain client assets.","Market volatility and economic conditions affecting investor sentiment and demand for investment products."]
What changed in the latest 10-Q
AI-assisted comparison of VRTS's 10-Q filed 2026-05-08 against the prior one filed 2025-11-07.
Management's Discussion & Analysis (MD&A)
- Added:
- Reference to '2025 Annual Report on Form 10-K' (newer filing, filed 2026-05-08)
- First quarter 2026 financial data: total revenues of $199.5 million, decrease of $18.4 million or 8.4% compared to prior period revenues of $217.9 million
- Mention of 'ETFs' in retail distribution paragraph regarding U.S. retail funds and ETFs distributed through financial intermediaries
- Removed:
- Reference to '2024 Annual Report on Form 10-K' (older filing, filed 2025-11-07)
- Third quarter 2025 financial data: total revenues of $216.4 million, decrease of $10.6 million or 4.7% compared to third quarter 2024 revenues of $227.0 million
- Phrase 'and retail separate accounts' in description of U.S. retail distribution channels (now listed separately as 'ETFs' and 'intermediary sold retail separate accounts')
- Reworded:
- Risk factor (v) changed from 'inability to satisfy financial debt covenants and required payments' (older) to 'inability to satisfy debt covenants and required payments' (newer) - removed word 'financial'
- Retail distribution paragraph revised: older version states 'Our U.S. retail funds and retail separate accounts are distributed through financial intermediaries' while newer version states 'Our U.S. retail funds, ETFs and intermediary sold retail separate accounts are distributed through financial intermediaries'
- Table of Contents page number changed from '19' (older) to '20' (newer)
- Notes:
- Comparison covers the Cautionary Statement, Overview, Business Description, and partial Financial Highlights sections; the Financial Highlights section in both documents appears truncated
- The documents represent different fiscal periods (Q1 2026 vs Q3 2025), which naturally accounts for different reported financial metrics
AI-assisted comparison of two SEC filing sections. It describes wording and theme changes only, makes no materiality, legal, or investment judgement, and is not financial advice. Informational only — not financial advice.
Insider activity (SEC Form 4)
0 open-market purchases and 8 open-market sales by insiders in the last 90 days, of which we have read Form 4 filings through 2026-10-04. The 5 days since 2026-10-04 have not been checked yet.
- Last 30 days · read to 2026-10-040 buys · 1 sell ($60284) — 1 selling insider
- Last 90 days · read to 2026-10-040 buys · 8 sells ($3M) — 2 selling insiders
- Last 180 days · read to 2026-10-040 buys · 10 sells ($3M) — 3 selling insiders
Activity heuristic: net selling (a transparent product heuristic from the counts above, not a prediction or advice)
Most recent open-market transaction: 2026-09-15. Based on Form 4 filings read through 2026-10-04; anything filed since is not yet included.
View full insider trading history → View SEC Form 3/4/5 filingsAsk about VRTS's insider activity →
Only open-market purchases (SEC code P) and sales (code S) are counted here. Option exercises, vesting/awards, gifts, and shares withheld for taxes are excluded — they are compensation or mechanical, not open-market conviction. Sales may be planned and non-discretionary (e.g. a Rule 10b5-1 plan) and are not necessarily bearish; open-market buying is not a recommendation to buy. Informational only — not financial advice.
Institutional ownership (13F)
5 institutional 13F filers reported holding VRTS as of 2026-06-30 (quarter-end position, filed within 45 days).
- Distinct 13F filers 5
- Reported shares held 1,619,673
- Reported value $232,423,154
reported quarterly holdings change (2026-03-31 → 2026-06-30): 0 new, 5 increased, 0 decreased, 0 exited. Change counts cover only managers that filed 13F reports in BOTH quarters, derived between two quarter-end snapshots — not same-day trades; a single manager is never said to have "bought" or "sold".
Institutional holdings are quarter-end long positions reported on SEC Form 13F-HR, filed up to 45 days after the quarter ends — they are delayed, are not real-time trades, exclude short positions and most non-US securities, and are not investment advice. Any increase/decrease is a reported change between two quarterly snapshots, not a same-day purchase or sale. These are quarter-end snapshots from the 13F filings on SEC EDGAR, filed within 45 days — not real-time, and any change is a difference between two quarterly reports, not a same-day trade. Informational only — not financial advice.
Ask about VRTS's institutional holders → See what each manager we track holds →
Short interest (FINRA)
VRTS had 533,773 shares of reported short interest as of the 2026-09-15 FINRA settlement date (delayed, bi-monthly; not real-time).
VRTS had 8.06% of its shares outstanding sold short as of the 2026-09-15 FINRA settlement date (percent of FLOAT would be higher — float is not disclosed in the source). FINRA reported 4.79 days to cover at the same settlement.
- Reported short interest (shares) 533,773
- Short interest (% of shares outstanding) 8.06%
- Prior settlement (shares) 515,108
- Reported change 3.62%
- Days to cover (reported) 4.79
Reported to FINRA as of the 2026-09-15 settlement date. Short interest is reported to FINRA and published on a delayed, bi-monthly schedule (as of a settlement date, disseminated roughly eight business days later) — it is NOT real-time, does not cover every venue or all US trading, and is not a short-squeeze prediction or investment advice. Days-to-cover is the value FINRA reports; percent of float is not shown because the source file carries no share-count denominator — where a percent appears it is of shares OUTSTANDING, the larger base, and is therefore a floor on percent of float. Informational only — not financial advice.
Competitors & peers
- Franklin Resources (BEN)
- Affiliated Managers Group (AMG)
- Invesco (IVZ)
- Janus Henderson Group (JHG)
- Federated Hermes (FHI)
- T. Rowe Price (TROW)
- AllianceBernstein (AB)
AI-enriched competitor set. Linked names are companies covered by stocks-llm; other named peers are shown for reference only.
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Frequently asked questions
What does VIRTUS INVESTMENT PARTNERS INC (VRTS) do?
Virtus Investment Partners is a multi-boutique asset management firm that provides investment management and related services to individuals and institutions. The company operates through a multi-manager model, offering a diverse range of investment strategies across equities, fixed income, and alternative asset classes through various investment vehicles, including open-end funds, closed-end funds, and separately managed accounts.
What sector is VIRTUS INVESTMENT PARTNERS INC (VRTS) in?
VIRTUS INVESTMENT PARTNERS INC (VRTS) is classified in the Financials sector. Its industry is Asset Management. It trades on NYSE.
Does VRTS pay a dividend?
Yes — VIRTUS INVESTMENT PARTNERS INC (VRTS) pays a dividend, with an indicated yield of about 7.68% and 12-year non-decreasing per-share dividend streak (SEC EDGAR XBRL) (market data, as of 2026-09-02). Informational only — not financial advice.
Who are VIRTUS INVESTMENT PARTNERS INC's (VRTS) competitors?
Notable peers of VIRTUS INVESTMENT PARTNERS INC (VRTS) include Franklin Resources, Affiliated Managers Group, Invesco, Janus Henderson Group and Federated Hermes. This peer set is informational only — not financial advice.
Is VIRTUS INVESTMENT PARTNERS INC (VRTS) overbought or oversold right now?
VIRTUS INVESTMENT PARTNERS INC (VRTS) is currently neither overbought nor oversold — its 14-day RSI (a 0–100 momentum gauge) is 36, in the neutral middle (as of 2026-10-08). RSI describes recent price momentum, not a forecast — informational only, not financial advice.
Where does stocks-llm's data on VRTS come from?
Fundamentals come from SEC XBRL company filings for the figures marked with a fiscal year, and market data, as of 2026-09-02 for the rest; prices are market data, as of 2026-09-02; company filings and profile facts come from SEC EDGAR. All figures are delayed daily-close data shown with their as-of date — informational only, not financial advice.
Fundamentals: SEC XBRL company filings for the figures marked with a fiscal year, and market data, as of 2026-09-02 for the rest. Filings: SEC EDGAR. Prices are delayed daily-close data.
Last updated 2026-10-08.
Informational only — NOT financial advice. All figures are delayed daily-close data from SEC EDGAR & market data, shown with their as-of date.