Virtus Investment Partners, Inc.

$142.17 ▼ -2.94%

2026-04-21 10:10:01

Explore Virtus Investment Partners, Inc. stock price, valuation, financial statements, dividend history, analyst estimates, and long-term business fundamentals on StockSifting.

Market Cap

$937.57 M

Current Price

$142.17

52W High / Low

$215.06 / $121.61

Stock P/E

6.77

Book Value

$139.51

Dividend Yield

6.75%

ROCE

4.04%

ROE

13.29%

Face Value

—

EPS

$19.97

Exp Qtr EPS

—

Sector

Financial Services

Industry

Asset Management

Employees

801

Beta

1.46

Debt / Equity

46.56

Current Ratio

2.19

Quick Ratio

3.8

Forward P/E

5.38

Price / Sales

1.08

Enterprise Value

$1.03 B

EV / EBITDA

4.46

EV / Revenue

1.21

Rating

Hold

Target Price

$154.75

EPS Forecast (FY)

—

ABOUT

Virtus Investment Partners, Inc. Is a publicly owned investment manager. In essence, the firm primarily delivers a broad range of its services to individual and institutional clients. In essence, it launches separate client focused equity and fixed income portfolios. In essence, the firm launches equity, fixed income, and balanced mutual funds for its clients. In essence, it invests in the public equity, fixed income, and real estate markets. In essence, the firm also invests in exchange traded funds. In essence, it employs a multi manager approach for its products. In essence, the firm employs quantitative analysis to make its investments. In essence, it benchmarks the performance of its portfolios against the S&P 500 Index. In essence, the firm conducts in-house research to make its investments. Virtus Investment Partners, Inc. In essence, was founded in 1995 and is based in Hartford, Connecticut. ROE at 15.11% based on the latest available annual data. ROCE at 4.04% using operating income and capital employed. Debt to equity stands at 3.04x. Operating margin is 19.52% on trailing numbers. Trailing twelve month sales are available in the dataset.

Pros

Healthy return on equity.
Short-term liquidity looks comfortable.
Strong operating margin profile.
Net margin remains healthy.
Valuation is not stretched on P/E basis.
Meaningful dividend yield is available.

Cons

Capital efficiency is modest.
Leverage is relatively high.

Sift Stocks

S.No.	Name	Price	P.E.	Market Cap	Div Yld %	ROCE	ROE	52Week High/ Low	Book Value
1.	Chicago Atlantic BDC, Inc.	$9.48	6.5	$216.34 M	14.35%	—	11.01%	$11.44 / $9.16	$13.29
2.	T. Rowe Price Group, Inc.	$99.61	10.78	$21.82 B	5.3%	17.78%	18.79%	$118.22 / $82.86	$49.69
3.	State Street Corporation	$153.54	15.51	$42.66 B	2.24%	—	11.08%	$150.28 / $75.5	$87.01
4.	Apollo Global Management, Inc.	$128.85	—	$77.95 B	1.6%	6.4%	14.7%	$157.28 / $99.56	$37.9
5.	Pearl Diver Credit Company Inc.	$10.58	—	$72.64 M	12.95%	—	-16.54%	$19.6 / $9.5	—
6.	The Gabelli Dividend & Income Trust	$29.21	6	$2.57 B	5.87%	—	15.48%	$29.46 / $21.82	$30.76
7.	Innventure, Inc.	$6.19	—	$368.32 M	—	-22.59%	-76.06%	$6.96 / $2.36	$3.02

Quarterly Results

Figures shown in M / B

	Q4 2025	Q3 2025	Q2 2025	Q1 2025	Q4 2024
Sales	206.4 M	215.15 M	209.49 M	216.85 M	232.41 M
Operating Profit	40.62 M	47.75 M	42.2 M	36.59 M	52.41 M
Net Profit	35.45 M	31.93 M	42.37 M	28.65 M	33.29 M
EPS in Rs	5.31	4.78	6.34	4.29	4.98

Profit & Loss

Figures shown in M / B

	2025	2024	2023	2022
Sales	847.89 M	902.82 M	841.49 M	881.72 M
Operating Profit	167.16 M	178.37 M	146.8 M	209.5 M
Net Profit	138.4 M	121.75 M	130.62 M	117.54 M
EPS in Rs	20.71	18.22	19.55	17.59

Balance Sheet

Figures shown in M / B

	2025	2024	2023	2022
Total Assets	4.29 B	3.99 B	3.68 B	3.95 B
Total Liabilities	3.25 B	2.99 B	2.71 B	3.02 B
Equity	934.04 M	897.49 M	863.93 M	817.02 M
Current Assets	580.92 M	517.52 M	450.09 M	688.45 M
Current Liabilities	152.74 M	207.53 M	146.57 M	279.91 M

Cash Flow

Last available yearly cash flow history

	2025	2024	2023	2022
Operating CF	-67.2 M	1.75 M	237.16 M	132.67 M
Investing CF	-47.34 M	-16.95 M	-129.73 M	-27.47 M
Financing CF	191.03 M	74.95 M	-356.11 M	-102.06 M
Free CF	-74.09 M	-3.82 M	228.34 M	126.09 M
Capex	-6.89 M	-5.58 M	-8.82 M	-6.58 M

5Y Margin & Growth History

Last 5 year derived history from yfinance annual statements

	2024	2023	2022	2021
Revenue Growth %	7.29%	-4.56%	—	—
Earnings Growth %	-6.79%	11.13%	—	—
Profit Margin %	13.49%	15.52%	13.33%	—
Operating Margin %	19.76%	17.45%	23.76%	—
Gross Margin %	52.08%	51.9%	57.89%	—
EBITDA Margin %	50.97%	51.74%	36.96%	—

Dividend & Split History

Latest dividend and stock split events stored from yfinance

Dividend History

Ex Date	Dividend
2026-01-30	$2.4
2025-10-31	$2.4
2025-07-31	$2.25
2025-04-30	$2.25
2025-01-31	$2.25
2024-10-31	$2.25
2024-07-31	$1.9
2024-04-29	$1.9
2024-01-30	$1.9
2023-10-30	$1.9
2023-07-28	$1.65
2023-04-27	$1.65
2023-01-30	$1.65
2022-10-28	$1.65
2022-07-28	$1.5
2022-04-28	$1.5
2022-01-27	$1.5
2021-10-28	$1.5
2021-07-29	$0.82
2021-04-29	$0.82

Stock Splits

No stock split history available.

Shareholding Pattern

Shares and value shown in M / B

Holder Name	Type	Shares	Value	% Out	Report Date
iShares Trust-iShares Core S&P Small-Cap ETF	Mutual Fund	0.38 M	$48.79 M	0.06%	2026-01-31
iShares Trust-iShares Russell 2000 ETF	Mutual Fund	0.16 M	$20.11 M	0.02%	2026-01-31
American Century ETF Trust-Avantis U.S. Small Cap Value ETF	Mutual Fund	0.14 M	$17.97 M	0.02%	2026-01-31
-SSgA SPDR ETFS Europe I-SPDR S&P Glbl Div Aristocrats UCITS ETF	Mutual Fund	0.1 M	$12.32 M	0.01%	2026-01-31
Vanguard Explorer Fund	Mutual Fund	0.07 M	$8.49 M	0.01%	2026-01-31
Blackrock Inc.	Institutional	0.98 M	$124.93 M	0.15%	2025-12-31
Vanguard Group Inc	Institutional	0.84 M	$106.62 M	0.13%	2025-12-31
State Street Corporation	Institutional	0.31 M	$38.99 M	0.05%	2025-12-31
Charles Schwab Investment Management, Inc.	Institutional	0.3 M	$38.19 M	0.04%	2025-12-31
Dimensional Fund Advisors LP	Institutional	0.3 M	$37.81 M	0.04%	2025-12-31
Victory Capital Management Inc.	Institutional	0.25 M	$31.22 M	0.04%	2025-12-31
VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund	Mutual Fund	0.21 M	$26.16 M	0.03%	2025-12-31
American Century Companies Inc	Institutional	0.17 M	$21.95 M	0.03%	2025-12-31
Geode Capital Management, LLC	Institutional	0.15 M	$19.31 M	0.02%	2025-12-31
VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund	Mutual Fund	0.15 M	$18.56 M	0.02%	2025-12-31