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Virtus Investment Partners share price today

Virtus Investment Partners, Inc. · VRTS · Financials · Asset Management · price as of the 4 November 2026 close, updated every trading day · results updated weekly · All US stock lists

Virtus Investment Partners share price: $128.89 at the close on 4 November 2026, −21.0% in a year.

Getting worseBusiness trend from the last 12 quarters
$128.89Price −21.0% in a year
0.9×P/BV lower than 91% of the last 1 year
$201 MRevenue (Jun 2026) −4.4% on a year ago
$45.3 MProfit (Jun 2026) +6.9% on a year ago
22.5%Net margin +2.4 points on a year ago
11%ROE FY25
1.99%ROA latest

Virtus Investment Partners, Inc.'s earnings have grown faster than its share price. Earnings per share grew +18.2% in a year while the price moved −21.0%.

The main question: yearly earnings per share moved +18.2% while the share price moved −21.0%.

The price has been between phases, and the P/BV is lower than 91% of its own last 1 year. Over the last four quarters, results have been improving, with profit +6.9% on a year earlier, with the net margin at 22.5%. What will decide it: whether the price catches up with earnings that have already grown.

What is the Virtus Investment Partners share price today?

Virtus Investment Partners, Inc.'s share price was $128.89 at the close on 4 November 2026. That is 10.7% below its average price over the last 200 trading days. In the last 52 weeks it traded between $118 and $174, and at that close it sat 19% of the way up from that low.

A share price tends to move through four phases: moving sideways (stage 1), rising (stage 2), stalling near a high (stage 3) and falling (stage 4). The phase helps read everything below.

Over the past 13 weeks it has done worse than the S&P 500, and it has been behind for 9 weeks running.

Nov 2026: $128.89, 10.7% below its 200-day average.

  • Price $128.89
  • 50-day avg $134.99
  • 200-day avg $144.26
Nov 2026: $128.89, 10.7% below its 200-day average.
WeekPrice50-day avg200-day avg
11 Jul 2025$204.79––
18 Jul 2025$207.33––
25 Jul 2025$197.69––
1 Aug 2025$189.66––
8 Aug 2025$190.11––
15 Aug 2025$194.09––
22 Aug 2025$200.26––
29 Aug 2025$201.43––
5 Sep 2025$193.98––
12 Sep 2025$198.05––
19 Sep 2025$190.67$197.48–
26 Sep 2025$192.24$196.03–
3 Oct 2025$191.81$193.91–
10 Oct 2025$183.97$193.41–
17 Oct 2025$183.89$193.20–
24 Oct 2025$166.38$191.39–
31 Oct 2025$162.82$188.81–
7 Nov 2025$163.16$184.97–
14 Nov 2025$162.04$181.67–
21 Nov 2025$158.25$177.59–
28 Nov 2025$159.59$174.82–
5 Dec 2025$161.79$171.75–
12 Dec 2025$169.14$169.27–
19 Dec 2025$161.54$166.47–
26 Dec 2025$166.43$164.60–
2 Jan 2026$162.51$163.18–
9 Jan 2026$173.74$162.93–
16 Jan 2026$169.30$163.78–
23 Jan 2026$166.70$164.12–
30 Jan 2026$163.25$164.56–
6 Feb 2026$140.29$164.06–
13 Feb 2026$138.18$162.01–
20 Feb 2026$146.91$160.61–
27 Feb 2026$138.36$158.08–
6 Mar 2026$134.08$155.54–
13 Mar 2026$126.11$151.99–
20 Mar 2026$126.55$148.27–
27 Mar 2026$129.11$144.18–
2 Apr 2026$127.26$141.22–
10 Apr 2026$137.45$137.74–
17 Apr 2026$139.78$135.95–
24 Apr 2026$143.14$135.94$167.82
1 May 2026$136.00$136.19$166.30
8 May 2026$143.93$136.18$164.61
15 May 2026$138.02$136.32$163.13
22 May 2026$143.62$137.08$161.83
29 May 2026$143.03$138.28$160.90
5 Jun 2026$146.57$139.90$159.66
12 Jun 2026$145.18$141.11$158.36
18 Jun 2026$141.60$142.14$157.21
26 Jun 2026$147.58$142.27$155.85
2 Jul 2026$151.64$142.74$154.83
10 Jul 2026$160.21$144.03$153.94
17 Jul 2026$164.46$146.26$153.26
24 Jul 2026$165.66$148.37$152.61
31 Jul 2026$159.35$151.08$152.01
7 Aug 2026$165.16$153.37$151.48
14 Aug 2026$169.03$155.78$151.33
21 Aug 2026$167.09$157.99$151.41
28 Aug 2026$168.52$160.39$151.54
4 Sep 2026$159.43$162.42$151.48
11 Sep 2026$147.41$163.00$151.40
18 Sep 2026$125.00$160.85$150.75
25 Sep 2026$130.58$157.51$150.00
2 Oct 2026$133.81$154.37$149.15
9 Oct 2026$131.22$150.86$148.34
16 Oct 2026$122.93$146.99$147.34
23 Oct 2026$119.31$142.25$146.19
30 Oct 2026$118.23$137.60$144.93
4 Nov 2026$128.89$134.99$144.26
Weekly closing price ($) with its 50-day and 200-day averages. 1-year window.

Week by week since 2025: did it beat the S&P 500 over the past 13 weeks?

Ahead in 11 of 57 weeks

Week by week since 2025: did it beat the S&P 500 over the past 13 weeks?
Week13-week return vs S&P 500
11 Jul 2025no S&P 500 reading
18 Jul 2025no S&P 500 reading
25 Jul 2025no S&P 500 reading
1 Aug 2025no S&P 500 reading
8 Aug 2025no S&P 500 reading
15 Aug 2025no S&P 500 reading
22 Aug 2025no S&P 500 reading
29 Aug 2025no S&P 500 reading
5 Sep 2025no S&P 500 reading
12 Sep 2025no S&P 500 reading
19 Sep 2025no S&P 500 reading
26 Sep 2025no S&P 500 reading
3 Oct 2025no S&P 500 reading
10 Oct 2025−14.9%
17 Oct 2025−17.2%
24 Oct 2025−22.1%
31 Oct 2025−23.9%
7 Nov 2025−19.5%
14 Nov 2025−20.9%
21 Nov 2025−23.1%
28 Nov 2025−26.7%
5 Dec 2025−22.5%
12 Dec 2025−18.3%
19 Dec 2025−17.8%
26 Dec 2025−17.7%
2 Jan 2026−17.4%
9 Jan 2026−11.8%
16 Jan 2026−12.0%
23 Jan 2026−1.6%
30 Jan 2026−1.2%
6 Feb 2026−16.9%
13 Feb 2026−16.2%
20 Feb 2026−11.8%
27 Feb 2026−13.7%
6 Mar 2026−15.2%
13 Mar 2026−22.6%
20 Mar 2026−17.0%
27 Mar 2026−14.3%
2 Apr 2026−17.7%
10 Apr 2026−18.8%
17 Apr 2026−20.1%
24 Apr 2026−17.7%
1 May 2026−20.8%
8 May 2026−4.2%
15 May 2026−8.5%
22 May 2026−10.4%
29 May 2026−6.9%
5 Jun 2026−0.4%
12 Jun 2026+3.1%
18 Jun 2026−3.2%
26 Jun 2026−0.7%
2 Jul 2026+5.6%
10 Jul 2026+5.4%
17 Jul 2026+13.0%
24 Jul 2026+12.2%
31 Jul 2026+13.5%
7 Aug 2026+9.9%
14 Aug 2026+17.4%
21 Aug 2026+13.6%
28 Aug 2026+16.1%
4 Sep 2026+4.3%
11 Sep 2026−1.5%
18 Sep 2026−13.7%
25 Sep 2026−17.3%
2 Oct 2026−15.1%
9 Oct 2026−21.2%
16 Oct 2026−27.9%
23 Oct 2026−30.8%
30 Oct 2026−27.0%
4 Nov 2026−21.1%
Each bar is one week, from 2025 to now (57 weeks with a reading). Green means the stock's return over the previous 13 weeks beat the S&P 500; red means it trailed. The colour is strongest at a gap of 25 percentage points or more. A gap means there is no reading for that week.

Over the last 1 year the share price moved −37% while the S&P 500 moved +23%, so it is behind the index over that whole period. It was last ahead over 13 weeks in the week of 4 September 2026. The chart above shows the 13-week comparison for every week.

This page treats a rise as over when the price closes below its 200-day average on two Fridays in a row.

What dividend does Virtus Investment Partners pay?

Virtus Investment Partners, Inc. paid $9.60 per share over the last four reported quarters. The most recent declaration was $2.40 for Jun 2026. At today's price of $128.89 that is a yield of 7.45%, based on dividends already paid, not a forecast.

A dividend is cash paid out for each share. The 12-month total is the four most recent quarters added together.

Dividend per share each quarter: latest $2.40 (Jun 2026)

  • Dividend per share $2.40
Dividend per share each quarter: latest $2.40 (Jun 2026)
QuarterDividend per share
Sep 2023$1.90
Dec 2023$1.90
Mar 2024$1.90
Jun 2024$1.90
Sep 2024$2.25
Dec 2024$2.25
Mar 2025$2.25
Jun 2025$2.25
Sep 2025$2.40
Dec 2025$2.40
Mar 2026$2.40
Jun 2026$2.40
Declared dividend per share, $ a share, each reported quarter. 12 quarters on file.

Which stock lists is Virtus Investment Partners on?

Virtus Investment Partners is not in the Nasdaq 100, the S&P 500 or the Dow Jones 30, and is not on the US tech stocks list.

Is Virtus Investment Partners profitable?

Virtus Investment Partners, Inc. earned $45.3 M of net profit in the Jun 2026 quarter, +6.9% on the same quarter a year earlier. Full-year FY25 profit was $138 M. Over 4 years profit has grown −9.7% a year on average. That is 22.5% of the quarter's revenue. The same quarter a year earlier earned $42.4 M.

Net profit is what is left after every cost, interest and tax. Earnings per share, dividends and book value all grow from it.

For the full year, FY25 profit was $138 M (+13.7% on the year before).

FY25 profit $138 M (+13.7% on the year before), −9.7% a year over 4 years

  • Net profit $138 M
FY25 profit $138 M (+13.7% on the year before), −9.7% a year over 4 years
QuarterNet profit
FY21$208 M
FY22$118 M
FY23$131 M
FY24$122 M
FY25$138 M

Growth on a year earlier

  • Growth on a year earlier 13.7%
Growth on a year earlier
QuarterGrowth on a year earlier
FY21–
FY22−43.5%
FY2311.1%
FY24−6.8%
FY2513.7%
Top: net profit each year, $ M. Below: growth on the year before, %. 5-year window. A grey bar is lower than the year before.

Jun 2026: $45.3 M (+6.9% on a year earlier)

  • Net profit (quarterly) $45.3 M
Jun 2026: $45.3 M (+6.9% on a year earlier)
QuarterNet profit (quarterly)
Sep 2023$30.9 M
Dec 2023$30.8 M
Mar 2024$29.9 M
Jun 2024$17.6 M
Sep 2024$41.0 M
Dec 2024$33.3 M
Mar 2025$28.6 M
Jun 2025$42.4 M
Sep 2025$31.9 M
Dec 2025$35.5 M
Mar 2026$7.1 M
Jun 2026$45.3 M

Growth on a year earlier

  • Growth on a year earlier 6.9%
Growth on a year earlier
QuarterGrowth on a year earlier
Sep 2023−2.4%
Dec 2023−12.9%
Mar 2024−22.7%
Jun 2024−41.8%
Sep 202432.6%
Dec 20248%
Mar 2025−4.1%
Jun 2025140.6%
Sep 2025−22.1%
Dec 20256.5%
Mar 2026−75.1%
Jun 20266.9%
Top: net profit each quarter, $ M. Below: growth on the same quarter a year earlier, %. Last 12 quarters. A grey bar is lower than the quarter before.

Why profit moved: revenue changed −4.4% on a year earlier and the margin moved +2.4 percentage points. Most of the change came from keeping more of each sale.

On average over the last four quarters, profit changed −20.9% and revenue −7.1%. Profit is growing slower than sales: rising costs are taking part of the growth.

How much revenue does Virtus Investment Partners make, and is it growing?

Virtus Investment Partners, Inc. reported $201 M of income in the Jun 2026 quarter, −4.4% on the same quarter a year earlier. Over 4 years it has grown −3.4% a year on average. The last full year, FY25, came in at $853 M. The last four reported quarters add to $825 M.

For a bank, revenue is everything it earns: interest on its loans plus fees from its businesses.

FY25 revenue was $853 M, −6.0% on the year before.

FY25 revenue $853 M (−6.0% on the year before), −3.4% a year over 4 years

  • Revenue $853 M
FY25 revenue $853 M (−6.0% on the year before), −3.4% a year over 4 years
QuarterRevenue
FY21$979 M
FY22$886 M
FY23$845 M
FY24$907 M
FY25$853 M

Growth on a year earlier

  • Growth on a year earlier −6%
Growth on a year earlier
QuarterGrowth on a year earlier
FY21–
FY22−9.5%
FY23−4.6%
FY247.3%
FY25−6%
Top: revenue each year, $ M. Below: growth on the year before, %. 5-year window. A grey bar is lower than the year before.

Jun 2026: $201 M (−4.4% on a year earlier)

  • Revenue (quarterly) $201 M
Jun 2026: $201 M (−4.4% on a year earlier)
QuarterRevenue (quarterly)
Sep 2023$219 M
Dec 2023$215 M
Mar 2024$222 M
Jun 2024$224 M
Sep 2024$227 M
Dec 2024$233 M
Mar 2025$218 M
Jun 2025$211 M
Sep 2025$216 M
Dec 2025$208 M
Mar 2026$200 M
Jun 2026$201 M

Growth on a year earlier

  • Growth on a year earlier −4.4%
Growth on a year earlier
QuarterGrowth on a year earlier
Sep 20234.3%
Dec 20238.2%
Mar 202412.2%
Jun 20245.1%
Sep 20243.5%
Dec 20248.8%
Mar 2025−1.9%
Jun 2025−6.2%
Sep 2025−4.7%
Dec 2025−10.9%
Mar 2026−8.4%
Jun 2026−4.4%
Top: revenue each quarter, $ M. Below: growth on the same quarter a year earlier, %. Last 12 quarters. A grey bar is lower than the quarter before.

Recent pace: the last four quarters grew −7.1% on average, against −3.4% a year over the longer run, so this year is growing slower than its own long-run rate.

Is growth speeding up? Revenue over the last 12 months grew −7.2%, against −3.2% a year over the last 8 quarters (rolling over); profit over the last 12 months grew −17.5%, against +4.7% a year (rolling over).

How much does Virtus Investment Partners keep from what it earns?

Virtus Investment Partners, Inc.'s net margin was 22.5% in the Jun 2026 quarter, 2.4 percentage points higher than the same quarter a year ago. Across 5 years it has been between 13.3% and 21.3%. The latest quarter is above every full year in that period.

Net margin is what the bank keeps from every $100 of revenue after every cost, provision for bad loans and tax. With big fee businesses in the mix, it is the clearest margin we can read for this bank.

Why: the net margin move is clear, but the cost details behind it are not in our data, so we show the move without guessing the reason.

FY25: 16.2%, within a range of 13.3% to 21.3% over 5 years

  • Net margin 16.2%
FY25: 16.2%, within a range of 13.3% to 21.3% over 5 years
QuarterNet margin
FY2121.3%
FY2213.3%
FY2315.5%
FY2413.4%
FY2516.2%

Change on the year before (points)

  • Change on the year before (points) +2.8 pts
Change on the year before (points)
QuarterChange on the year before (points)
FY21–
FY22−8.0 pts
FY23+2.2 pts
FY24−2.1 pts
FY25+2.8 pts
Net margin each year, % (top). Below: change on the year before, in percentage points. 5-year window.

Jun 2026: net margin 22.5% (+2.4 points on a year earlier)

  • Net margin 22.5%
Jun 2026: net margin 22.5% (+2.4 points on a year earlier)
QuarterNet margin
Sep 202314.1%
Dec 202314.4%
Mar 202413.4%
Jun 20247.8%
Sep 202418.1%
Dec 202414.3%
Mar 202513.1%
Jun 202520.1%
Sep 202514.8%
Dec 202517%
Mar 20263.6%
Jun 202622.5%

Change on a year earlier (points)

  • Change on a year earlier (points) +2.4 pts
Change on a year earlier (points)
QuarterChange on a year earlier (points)
Sep 2023−1.0 pts
Dec 2023−3.4 pts
Mar 2024−6.1 pts
Jun 2024−6.4 pts
Sep 2024+4.0 pts
Dec 2024−0.1 pts
Mar 2025−0.3 pts
Jun 2025+12.3 pts
Sep 2025−3.3 pts
Dec 2025+2.7 pts
Mar 2026−9.5 pts
Jun 2026+2.4 pts
Top: quarterly net margin, %. Below: change on the same quarter a year earlier, in percentage points. Last 12 quarters. Net profit as a share of total revenue, each quarter.

How many of Virtus Investment Partners' loans have gone bad?

Virtus Investment Partners, Inc. does not report loan-quality figures this page can read, so this section says so rather than guess. No bad-loan figures are filed in a form this page can read, and none are guessed from the profit line. The income, margin and return sections carry what this business does report.

Gross NPA is the share of the loan book where repayments have stopped. Net NPA is what is left after the money the lender has already set aside for those loans. Falling is good; rising is a warning.

Why: loan quality drives a lender, but its details (new bad loans, recoveries, money set aside) are not in our data for this company. The sections around this one carry what we can back up.

How fast is Virtus Investment Partners' loan book growing?

Virtus Investment Partners, Inc.'s revenue was $853 M in FY25, −6.0% on the year before, so the loan book is not growing. The latest quarter was −4.4% on a year earlier. The net margin on that income is 22.5%, +2.4 percentage points on a year ago.

We read the loan book through revenue: when the book and the businesses grow, revenue grows with them. It is only a rough guide, because interest-rate changes and fee swings can move it a few points in any year.

Interest income stands in for the size of the loan book; changes in interest rates can move it a few points in any year.

FY25: revenue $853 M (−6.0% on the year before), net margin 16.2%

  • Revenue $853 M
FY25: revenue $853 M (−6.0% on the year before), net margin 16.2%
QuarterRevenue
FY21$979 M
FY22$886 M
FY23$845 M
FY24$907 M
FY25$853 M

Net margin

  • Net margin 16.2%
Net margin
QuarterNet margin
FY2121.3%
FY2213.3%
FY2315.5%
FY2413.4%
FY2516.2%
Top: revenue each year, $ M. Below: net margin, %. 5-year window. A grey bar is lower than the year before.

In short: a lender grows well when its loan book grows, its margin stays steady and its loans stay clean. Quarterly loan-quality figures are missing here, so revenue growth and margin are the two we watch.

What is Virtus Investment Partners' P/BV ratio, and how does it compare with its own history?

Virtus Investment Partners, Inc.'s P/BV is 0.9×, near the low end of its own history: it has been lower only 9% of the time. Its usual P/BV (the middle reading) is 1.1×, over 1 year of weekly prices. This compares the share price with the company’s own past. It does not say what the business is worth.

For a bank or lender we compare the price with book value, the net worth on its balance sheet. P/BV is how many dollars the market pays for each $1 of that net worth. Below 1× means the market values it at less than its net worth.

Why the multiple is low: this lender earns about 11% a year on its equity. A lender that earns less on its net worth is valued lower for each dollar of it, and that gap usually closes only if returns improve.

P/BV 0.9× against a usual 1.1×: near the low end of its own history: it has been lower only 9% of the time

  • P/BV 0.90×
  • Median 1.15×
P/BV 0.9× against a usual 1.1×: near the low end of its own history: it has been lower only 9% of the time
WeekP/BVMedian
11 Jul 20251.50×1.15×
18 Jul 20251.50×1.15×
25 Jul 20251.49×1.15×
1 Aug 20251.43×1.15×
8 Aug 20251.43×1.15×
15 Aug 20251.46×1.15×
22 Aug 20251.50×1.15×
29 Aug 20251.50×1.15×
5 Sep 20251.46×1.15×
12 Sep 20251.49×1.15×
19 Sep 20251.44×1.15×
26 Sep 20251.45×1.15×
3 Oct 20251.41×1.15×
10 Oct 20251.35×1.15×
17 Oct 20251.35×1.15×
24 Oct 20251.22×1.15×
31 Oct 20251.20×1.15×
7 Nov 20251.20×1.15×
14 Nov 20251.19×1.15×
21 Nov 20251.16×1.15×
28 Nov 20251.17×1.15×
5 Dec 20251.19×1.15×
12 Dec 20251.24×1.15×
19 Dec 20251.19×1.15×
26 Dec 20251.22×1.15×
2 Jan 20261.16×1.15×
9 Jan 20261.25×1.15×
16 Jan 20261.21×1.15×
23 Jan 20261.19×1.15×
30 Jan 20261.17×1.15×
6 Feb 20261.01×1.15×
13 Feb 20260.99×1.15×
20 Feb 20261.05×1.15×
27 Feb 20260.99×1.15×
6 Mar 20260.96×1.15×
13 Mar 20260.90×1.15×
20 Mar 20260.91×1.15×
27 Mar 20260.93×1.15×
2 Apr 20260.93×1.15×
10 Apr 20261.00×1.15×
17 Apr 20261.02×1.15×
24 Apr 20261.04×1.15×
1 May 20260.99×1.15×
8 May 20261.05×1.15×
15 May 20261.01×1.15×
22 May 20261.05×1.15×
29 May 20261.04×1.15×
5 Jun 20261.07×1.15×
12 Jun 20261.06×1.15×
18 Jun 20261.03×1.15×
26 Jun 20261.07×1.15×
2 Jul 20261.06×1.15×
10 Jul 20261.12×1.15×
17 Jul 20261.15×1.15×
24 Jul 20261.16×1.15×
31 Jul 20261.12×1.15×
7 Aug 20261.16×1.15×
14 Aug 20261.18×1.15×
21 Aug 20261.17×1.15×
28 Aug 20261.18×1.15×
4 Sep 20261.12×1.15×
11 Sep 20261.03×1.15×
18 Sep 20260.88×1.15×
25 Sep 20260.91×1.15×
2 Oct 20260.94×1.15×
9 Oct 20260.92×1.15×
16 Oct 20260.86×1.15×
23 Oct 20260.84×1.15×
30 Oct 20260.83×1.15×
4 Nov 20260.90×1.15×

Book value per share

  • Book value per share $142.73
Book value per share
WeekBook value per share
11 Jul 2025–
18 Jul 2025–
25 Jul 2025–
1 Aug 2025–
8 Aug 2025–
15 Aug 2025–
22 Aug 2025–
29 Aug 2025–
5 Sep 2025–
12 Sep 2025–
19 Sep 2025–
26 Sep 2025$132.84
3 Oct 2025$132.84
10 Oct 2025$132.84
17 Oct 2025$132.84
24 Oct 2025$132.84
31 Oct 2025$132.84
7 Nov 2025$132.84
14 Nov 2025$132.84
21 Nov 2025$132.84
28 Nov 2025$132.84
5 Dec 2025$132.84
12 Dec 2025$132.84
19 Dec 2025$132.84
26 Dec 2025$136.03
2 Jan 2026$136.03
9 Jan 2026$136.03
16 Jan 2026$136.03
23 Jan 2026$136.03
30 Jan 2026$136.03
6 Feb 2026$136.03
13 Feb 2026$136.03
20 Feb 2026$136.03
27 Feb 2026$136.03
6 Mar 2026$136.03
13 Mar 2026$136.03
20 Mar 2026$136.03
27 Mar 2026$139.51
2 Apr 2026$139.51
10 Apr 2026$139.51
17 Apr 2026$139.51
24 Apr 2026$139.51
1 May 2026$139.51
8 May 2026$139.51
15 May 2026$139.51
22 May 2026$139.51
29 May 2026$139.51
5 Jun 2026$139.51
12 Jun 2026$139.51
18 Jun 2026$139.51
26 Jun 2026$137.29
2 Jul 2026$137.29
10 Jul 2026$137.29
17 Jul 2026$137.29
24 Jul 2026$137.29
31 Jul 2026$137.29
7 Aug 2026$137.29
14 Aug 2026$137.29
21 Aug 2026$137.29
28 Aug 2026$137.29
4 Sep 2026$137.29
11 Sep 2026$137.29
18 Sep 2026$137.29
25 Sep 2026$142.73
2 Oct 2026$142.73
9 Oct 2026$142.73
16 Oct 2026$142.73
23 Oct 2026$142.73
30 Oct 2026$142.73
4 Nov 2026$142.73
Top: P/BV each week. Below: book value per share, quarterly steps drawn, a step line that moves once a quarter; 1 year of history; short peaks above 1.5× are drawn at the top edge.

PEG 11.28 at the Jun 2026 quarter end: above 1.0, so the P/E is bigger than the earnings growth rate

  • PEG 6.00×
  • PEG = 1.0 1.00×
PEG 11.28 at the Jun 2026 quarter end: above 1.0, so the P/E is bigger than the earnings growth rate
QuarterPEGPEG = 1.0
Sep 20216.00×1.00×
Dec 20216.00×1.00×
Mar 20226.00×1.00×
Jun 20226.00×1.00×
Sep 20226.00×1.00×
Dec 20226.00×1.00×
Mar 20236.00×1.00×
Jun 20236.00×1.00×
Sep 20236.00×1.00×
Dec 20236.00×1.00×
Mar 20246.00×1.00×
Jun 20246.00×1.00×
Sep 20246.00×1.00×
Dec 20246.00×1.00×
Mar 20256.00×1.00×
Jun 20256.00×1.00×
Sep 20256.00×1.00×
Dec 20256.00×1.00×
Mar 20266.00×1.00×
Jun 20266.00×1.00×
PEG each quarter: the P/E divided by the yearly growth rate of earnings. The flat line marks 1.0. Below it the P/E is smaller than the growth rate; above it the P/E is bigger. Last 20 quarters; values above 6 are drawn at the top edge.
0.9×P/BV · lower than 91% of its last 1 year
n/mPEG · 3-year earnings growth is negative

Why the multiple is where it is: over the past year book value grew while the price moved −21.0%. Price and book value moved together, so the multiple stayed in its range.

In short: the multiple is low against its own past, so the book value trend underneath matters more than the multiple.

Is the Virtus Investment Partners business getting better or worse?

Virtus Investment Partners, Inc.'s business is getting worse. Revenue, profit and EPS growth are shrinking: revenue growth is −7.2% in the latest quarter, against +7.3% at its best in 12 quarters, with ROE falling at 10.4%. This is based on 12 quarters of 4 measures.

Every business is somewhere on a path of getting better or worse, and this section names where. The last 12 quarters of growth in revenue, profit and earnings per share, plus the return the business earns on its capital, are read as lines. Getting worse: the lines are falling. Turning around: a low point has just formed and the last few quarters are rising from it. Getting better: the rise from the low has lasted. Growing steadily: steady growth with healthy returns. Slowing from a peak: still high, but slowing. When the lines disagree the result is mixed; too little history means no reading. CAGR (compound annual growth rate) is the steady yearly rate that would turn the starting value into the latest one. It is the fairest way to compare growth over different periods. If the 1-year figure is much bigger than the 10-year one, recent growth is running faster than the long-run trend. A dash means there is no figure for that period, or the starting year was a loss, where a growth rate means nothing.

Growth year by year: revenue −6.0% in FY25, profit +13.7%

  • Revenue growth −6.0%
Growth year by year: revenue −6.0% in FY25, profit +13.7%
QuarterRevenue growth
FY21–
FY22−9.5%
FY23−4.6%
FY247.3%
FY25−6%

Profit growth, EPS growth

  • Profit growth 13.7%
  • EPS growth 18.2%
Profit growth, EPS growth
QuarterProfit growthEPS growth
FY21––
FY22−43.5%−40.4%
FY2311.1%14.3%
FY24−6.8%−4.6%
FY2513.7%18.2%
Growth on the year before, each year, %. Top: revenue. Below: net profit and earnings per share, on their own scale because profit growth swings much more. Zero line drawn.

Three growth lines over twelve quarters: revenue rolling over, profit rolling over

  • Revenue −7.2%
Three growth lines over twelve quarters: revenue rolling over, profit rolling over
QuarterRevenue
Sep 2023−13.1%
Dec 2023−4.6%
Mar 20244.5%
Jun 20247.3%
Sep 20247.1%
Dec 20247.3%
Mar 20253.8%
Jun 20251%
Sep 2025−1.1%
Dec 2025−6%
Mar 2026−7.6%
Jun 2026−7.2%

Profit, EPS

  • Profit −17.5%
  • EPS −14.6%
Profit, EPS
QuarterProfitEPS
Sep 20232.4%7.2%
Dec 202311.1%14.1%
Mar 2024−1%0.5%
Jun 2024−19.7%−18.5%
Sep 2024−11.8%−9.9%
Dec 2024−6.8%−4.5%
Mar 2025−1.1%1.5%
Jun 202533%37.6%
Sep 202514.2%18.5%
Dec 202513.7%18.2%
Mar 2026−3%0.8%
Jun 2026−17.5%−14.6%
Growth on a year earlier, % at each quarter end. Top: revenue. Below: profit and earnings per share, on their own scale because they swing much more. Each is measured over the last 12 months. A gap means there is no reading for that quarter.

ROE: the return line, worked out each quarter

  • ROE 10.4%
ROE: the return line, worked out each quarter
QuarterROE
Sep 202314%
Dec 202313.4%
Mar 202412.3%
Jun 202410.9%
Sep 202412%
Dec 202412.1%
Mar 202511.9%
Jun 202514.2%
Sep 202513.3%
Dec 202513.3%
Mar 202610.5%
Jun 202610.4%
Net profit over the last 12 months as a share of equity at the quarter end, %.
FlatRevenue growth · latest −7.2%, range −13.1% to +7.3%
FallingProfit growth · latest −17.5%, range −19.7% to +33.0%
FallingEPS growth · latest −14.6%, range −18.5% to +37.6%
FallingROE · latest 10.4%, range 10.4% to 14.2%

Why it matters: falling lines mean any ratio below that looks low should be read with that direction in mind.

Compound annual growth rate (%)

Compound annual growth rate over each period, %. Revenue, profit and EPS come from yearly figures; the stock price row is price growth over the same periods. A dash means no figure for that period, or the starting year was a loss.

Compound annual growth rate (%)
Measure1yr3yr5yr10yr
Revenue−6.0%−1.3%——
Profit+13.7%+5.6%——
EPS+18.2%+8.8%——
Stock price−21.0%———
−4.4%Revenue growth (Jun 2026) · latest quarter against a year ago
+6.9%Profit growth (Jun 2026) · latest quarter against a year ago
−3.4%Revenue, 4 years · yearly growth over the long run

How much does Virtus Investment Partners earn on its equity and assets?

Virtus Investment Partners, Inc. earned a return on equity of 13% in FY25. Its lowest yearly reading on file was 12% in FY24. On its assets, every $100 earned about $1.99, before the effect of borrowing. For a lender the balance sheet is the business, so the return on equity and on assets have to be read together.

Two numbers rate a bank: ROE, what it earns on shareholders’ money, and ROA, what it earns on all its assets. An ROE above about 13 to 15% is healthy; below that, net worth grows slowly.

That is above the level a bank needs to grow its net worth steadily.

FY25: ROE 13%, ROA 2.50%, up from a FY24 low of 12%

  • ROE 13.3%
FY25: ROE 13%, ROA 2.50%, up from a FY24 low of 12%
QuarterROE
FY2121.3%
FY2212.5%
FY2313.4%
FY2412.1%
FY2513.3%

ROA

  • ROA 2.5%
ROA
QuarterROA
FY215.7%
FY223.3%
FY232.4%
FY242.9%
FY252.5%
Return on equity each year, % (top); return on assets, % (below). 5-year window. A lender is judged on ROE and ROA; return on capital used (ROIC) does not apply to a bank.

Jun 2026: ROE 2.3% (last 12 months), ROA 1.10%

  • ROE (12 months) 2.3%
Jun 2026: ROE 2.3% (last 12 months), ROA 1.10%
QuarterROE (12 months)
Sep 202312.6%
Dec 202315.8%
Mar 202415.9%
Jun 202415.4%
Sep 202410.4%
Dec 202419.7%
Mar 202515.8%
Jun 202511.1%
Sep 202516.8%
Dec 202512.3%
Mar 202613.1%
Jun 20262.3%

ROA (12 months)

  • ROA (12 months) 1.1%
ROA (12 months)
QuarterROA (12 months)
Sep 20232.2%
Dec 20233.1%
Mar 20242.7%
Jun 20242.3%
Sep 20242.9%
Dec 20243.5%
Mar 20253.5%
Jun 20252.4%
Sep 20252.9%
Dec 20253.1%
Mar 20262.5%
Jun 20261.1%
Return on equity over the last 12 months (top) and on assets (below), each quarter, %. Last 12 quarters, lined up with the yearly figure.

Why ROE moved: profit grew −9.7% a year over 4 years while net worth grew more slowly. When earnings recover faster than net worth builds up, ROE climbs off its low.

Does Virtus Investment Partners have too much debt?

For a bank, borrowing is the raw material of the business, not a warning sign: it borrows money in order to lend it out. Its safety is read through its returns and its loans. Its safety is read from the bad-loan figures and the return on equity instead.

For a manufacturer, debt is a claim on its profits. For a lender it is the stock it trades in, so the usual debt-to-equity test would mislead and is not used here.

What is the Virtus Investment Partners shareholding pattern?

1.1% of Virtus Investment Partners, Inc.'s tradable shares are in short positions, which are bets that the price will fall, so very few traders are betting against this stock. At normal trading volumes, closing those positions would take about 3.1 days. US companies do not publish a quarter-by-quarter list of owners, so this page uses short interest instead.

There is no quarter-by-quarter list of owners here, so we look at short interest: the share of tradable shares held in short positions, which gain if the price falls.

It is a single reading at one point in time; we do not have its history.

1.1%Short interest · of the tradable float
3.1Days to cover · at typical volumes

Why it is at this level: the figure does not say who has the short positions or why, so we show the level without guessing the story.

How far is Virtus Investment Partners from balance-sheet trouble?

For Virtus Investment Partners, Inc., the Z-score is not used, because it was built for manufacturers, not lenders. For a lender, safety is read from its capital and bad-loan figures instead.

The Z-score estimates how far a company is from balance-sheet trouble. Above about 3 is safe; below about 1.8 is the danger zone. It was built for manufacturers, so it is not used for banks and lenders.

How does Virtus Investment Partners rank in its industry?

There is no score against its industry: Virtus Investment Partners, Inc. is not among the largest members shown in this industry comparison for Asset Management.

The score ranks a company within its industry: each measure is scored against the other members. Without that group there is no score, so none is shown.

Which companies is Virtus Investment Partners compared with?

No sector comparison is shown here, not among the largest members shown in this industry comparison.

Which companies are close to Virtus Investment Partners in size?

Virtus Investment Partners is the 60th largest of 90 Asset Management companies on Sector Alpha by market value (scores of 4 November 2026). Just above it: Barings BDC, Inc., ASA Gold and Precious Metals and Burford Capital. Just below it: MidCap Financial Investment Corporation, Fidus Investment Corporation and Prospect Capital Corporation.

Asset Management companies close in size

  1. Barings BDC, Inc. $933 million
  2. ASA Gold and Precious Metals Limited $917 million
  3. Burford Capital Limited $913 million
  4. Virtus Investment Partners, Inc. $854 million
  5. MidCap Financial Investment Corporation $851 million
  6. Fidus Investment Corporation $783 million
  7. Prospect Capital Corporation $769 million

All 90 Asset Management companies, largest first

Companies close in size in other industries

  1. Sky Harbour Group Corporation $858 million · Real Estate - Development
  2. Yalla Group Limited $856 million · Software - Application
  3. Virtus Investment Partners, Inc. $854 million
  4. MidCap Financial Investment Corporation $851 million · Asset Management
  5. Navient Corporation $851 million · Credit Services

What else do people ask about Virtus Investment Partners?

What were Virtus Investment Partners's latest quarterly results?

Virtus Investment Partners, Inc. reported total income of $201 M and net profit of $45.3 M for the Jun 2026 quarter. Income fell 4.4% and profit rose 6.9% compared with a year earlier. Earnings per share were $6.68 (as of 4 November 2026).

What is Virtus Investment Partners's market cap?

Virtus Investment Partners, Inc.'s market capitalisation is $854 M at a stock price of $128.89. Market cap is the share price times the number of shares, so it changes whenever the price moves (as of 4 November 2026).

How is Virtus Investment Partners performing?

Virtus Investment Partners, Inc.'s latest readings are below. In its latest quarter, income fell 4.4% and profit rose 6.9% compared with a year earlier. Over the past 13 weeks it has done worse than the S&P 500, for 9 weeks running.

This describes what the data did, not a rating (as of 4 November 2026).

Will Virtus Investment Partners's stock price go up?

This page does not forecast Virtus Investment Partners, Inc.'s stock price. What it shows instead: the stock price is $128.89. Its P/BV of 0.9× is higher than 9% of its own last 1 years.

Nobody can reliably say which way a price will move, and this site does not try (as of 4 November 2026).

Where is Virtus Investment Partners in its business cycle?

Virtus Investment Partners, Inc.'s FY25 net margin was 16.2%, against a 5-year range of 13.3% to 21.3%: the middle of its own range, neither a peak nor a low. The latest quarter was 22.5%.

Comparing margins with a company's own long history is a good way to see where it is in its cycle (as of 4 November 2026).

What could break the Virtus Investment Partners story?

The main question: yearly earnings per share moved +18.2% while the share price moved −21.0%. On price, this page treats a rise as over when the share price closes below its 200-day average on two Fridays in a row (as of 4 November 2026).

Is Virtus Investment Partners a stock worth studying right now?

What the numbers show: Virtus Investment Partners, Inc.'s earnings have grown faster than its share price. Earnings per share grew +18.2% in a year while the price moved −21.0%. The main open question: whether the price catches up with earnings that have already grown.

Every number on this page is worked out by code from the published figures, with no forecasts and no price opinions (as of 4 November 2026).

Where do these numbers come from?

Sector Alpha, written by code from the published numbers. Data as of 4 November 2026.

Every chart on this page is drawn by code from the published figures, with no forecasts and no price opinions.

See the plain-text version of this page.

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