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VRTS
$145.19+0.39 (+0.27%)
Market ClosedLast close Jun 9
Virtus Investment Partners, Inc.
Historical Price
Price (Candle)
50-Day SMA
200-Day SMA
Whystock Brain
The Narrative
Virtus Investment Partners, Inc. in the Financial Services sector is trading at $145.19 with a market capitalization of $942M. Wall Street consensus targets $134.50 (4 analysts), implying a -7.4% move over the next 12 months. The stock is currently 32% below its 52-week high of $215.06, remaining 6.2% below its 200-day moving average. On fundamentals, Piotroski 5/9 shows mixed financial quality, Altman Z in the distress zone. The Whystock Score of 30/100 signals elevated caution as multiple indicators diverge.
Ecosystem Influences
Sell-side targets imply -7.4% downside over 12 months
Long-term trend bearish (price vs 200-day SMA)
Macro-economic sensitivity to interest rate and inflation shifts
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Peer Comparison
JPMBACGS
Whystock Valuation Model
Anchored to each ticker's own 5-year median trailing P/E, tilted by current ROE and growth. Fair P/E = own median P/E + (ROE × 10) + (max(revenue growth, earnings growth) × 15), capped at ±30% around the historical anchor. Fair Value = (Current Price ÷ Trailing P/E) × Fair P/E. Premium compounders like COST/MSFT are judged against their own multi-year norm rather than a sector median. Falls back to the sector-anchored formula (Tech ≈ 28, Comm Services ≈ 24, Utilities ≈ 18, Financials ≈ 14, etc.) for recent IPOs and tickers with insufficient history (< 24 monthly samples). Result is a normalised multiple gauge — not a price target.
Current Price$145.19
Potential Upside
30.9%
Whystock Fair Value$189.99
Price
UndervaluedFair ValueOvervalued
Simplified model based on P/E and ROE. Not a substitute for full valuation analysis. Data may be delayed. See our Terms.
Analyst Consensus4 analysts
Mean target$134.50-7.4%
Range$112.00 – $170.00
Fundamentals
Virtus Investment Partners, Inc. is a publicly owned investment manager. The firm primarily provides its services to individual and institutional clients. It launches separate client focused equity and fixed income portfolios. The firm launches equit...
Market Cap
Total dollar market value of a company's outstanding shares of stock (Price * Shares).
$941.71M
P/E Ratio
Value territory. Trading at a high yield relative to earnings.
8.30
Beta
High-beta play. Expect amplified moves vs. the broad market.
1.38
Div Yield
Strong income play. Yield provides a meaningful total return floor.
6.51%
ROE
Average efficiency. Growth may require heavy reinvestment.
12.74%
Volume
Today's trading volume
115,744
Recent News
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Virtus Investment Partners Inc (VRTS) Q1 2026 Earnings Call Highlights: Navigating Growth ...
Virtus Investment Partners Inc (VRTS) reports an 8% sales increase and strategic expansions despite facing net outflows and market headwinds.
Virtus Investment Partners, Inc. Q1 2026 Earnings Call Summary
Moby summary of Virtus Investment Partners, Inc.'s Q1 2026 earnings call
Virtus (VRTS) Q1 2026 Earnings Transcript
George Robert Aylward: Thank you, Sean, and good morning, everyone. Although the first quarter was challenging from a net flow perspective, reflecting our meaningful exposure to quality-oriented equity strategies, which have remained out of favor, we had several areas of strength during the quarter that were overshadowed, and we also advanced key growth initiatives. Key highlights of the quarter included an 8% increase in sales, with growth in U.S. retail funds, separate accounts, and global funds; positive net flows in several strategies, including high-conviction growth equity, multi-sector fixed income, listed real assets, and event-driven; positive net flows in ETFs and global funds; expansion into private markets with our investment in Keystone National Group; and continued return of capital, including $10 million of share repurchases.