Virtus Investment Partners Inc
Research Virtus Investment Partners Inc (VRTS) on Bullrun: valuation model: 65.2% undervalued, market cap USD 1.10B, P/E 9.5, dividend yield 5.7%. Explore financials, valuation history, model signals, and stock context.
Key Metrics
- TickerVRTS
- ExchangeNYSE
- CountryUnited States
- SectorFinancial Services
- IndustryAsset Management
- CurrencyUSD
- Valuation signal65.2% undervalued
- Market capUSD 1.10B
- P/E9.5
- Dividend yield5.7%
- Financial periodQ2 2026
- RevenueUSD 199.95M
- Net incomeUSD 45.31M
- Free cash flowUSD 56.09M
- Gross margin48.8%
Valuation Snapshot
Bullrun's latest valuation model marks Virtus Investment Partners Inc as 65.2% undervalued; latest market cap is USD 1.10B; P/E is 9.5; dividend yield is 5.7%.
Peer valuation comparison
Latest P/E is 9.47x versus a Financial Services sector median of 13.84x (31.5% below).
Latest dividend yield is 5.74% versus a Financial Services sector median of 3.86% (48.9% above).
Five-year financial history
| Year | Revenue | Net income | Free cash flow | Gross margin | Diluted EPS | Cash | Total debt | Equity |
|---|---|---|---|---|---|---|---|---|
| FY2025 | USD 852.87M | USD 136.00M | -USD 74.09M | 52.4% | 19.97 | USD 478.19M | USD 389.96M | USD 934.04M |
| FY2024 | USD 906.95M | USD 152.50M | -USD 3.82M | 51.8% | 16.89 | USD 400.31M | USD 232.13M | USD 897.49M |
| FY2023 | USD 845.27M | USD 141.50M | USD 228.34M | 51.7% | 17.71 | USD 341.01M | USD 253.41M | USD 863.93M |
| FY2022 | USD 886.38M | USD 106.60M | USD 126.09M | n/a | 15.5 | USD 589.18M | USD 255.03M | USD 817.02M |
Valuation history
| Year | Snapshot date | Market cap | P/E | Dividend yield | Annual dividend/share |
|---|---|---|---|---|---|
| 2026 | 2026-08-25 | USD 1.10B | 9.5 | 5.8% | 9.6 |
| 2025 | 2025-12-31 | USD 1.09B | 8.2 | 5.6% | 9.15 |
| 2024 | 2024-12-31 | USD 1.54B | 13.1 | 3.6% | 7.95 |
| 2023 | 2023-12-29 | USD 1.74B | 13.2 | 2.8% | 6.85 |
| 2022 | 2022-12-30 | USD 1.38B | 11.2 | 3.2% | 6.15 |
| 2021 | 2021-12-31 | USD 2.23B | 11.4 | 1.3% | 3.96 |
Dividend history
Latest trailing dividend snapshot: annual dividend/share 9.6 USD, yield 5.7%.
| Year | Dividends/share |
|---|---|
| FY2025 | 9.3 USD |
| FY2024 | 8.3 USD |
| FY2023 | 7.1 USD |
| FY2022 | 6.3 USD |
About Virtus Investment Partners Inc
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 equity, fixed income, and balanced mutual funds for its clients. It invests in the public equity, fixed income, and real estate markets. The firm also invests in exchange traded funds. It employs a multi manager approach for its products.
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Frequently asked questions
Is Virtus Investment Partners Inc overvalued or undervalued?
Bullrun's valuation model currently marks Virtus Investment Partners Inc as 65.2% undervalued.
What is Virtus Investment Partners Inc's market cap?
Virtus Investment Partners Inc's market capitalization is USD 1.10B.
What is Virtus Investment Partners Inc's P/E ratio?
Virtus Investment Partners Inc's price-to-earnings (P/E) ratio is 9.5.
Does Virtus Investment Partners Inc pay a dividend?
Virtus Investment Partners Inc has a dividend yield of 5.7%.
What does Virtus Investment Partners Inc do?
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 equity, fixed income, and balanced mutual funds for its clients. It invests in the public equity, fixed income, and real estate markets. The firm also invests in exchange traded funds. It employs a multi manager approach for its products. The firm employs quantitative analysis to make its investments.