VRTS
Virtus Investment Partners, Inc.
Financial Services · Asset Management · NYQ
$144.01
Close 2026-05-28
✗ ETHICAL FAIL

UNKNOWN MOAT
HIGH
Data Confidence: 100%
Full financial profile available
Market Cap
$962.3M
Trailing P/E
8.49
Forward P/E
5.72
Rev Growth
-8.4%
Profit Margin
14.0%
ROE
10.7%
Analyst Target
$128.00
Recommendation
HOLD
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. The firm employs quantitative analysis to make its investments. It benchmarks the performance of its portfolios against the S&P 500 Index. The firm conducts in-house research to make its investments. Virtus Investment Partners, Inc. was founded in 1995 and is based in Hartford, Connecticut.

Ethical Screen
Business ActivityFAIL
Debt RatioN/A
Cash RatioN/A
Receivables RatioN/A
Revenue RatioN/A
OverallFAIL
Score Ethical: 50.0
Score Valuation: 78.5
Score Quality: 55.2
Score Combined: 53.9

Full Analysis

Opportunity scores, earnings history, insider transactions, institutional holders, analyst consensus, and more.

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Opportunity Scores
Valuation100.0
Quality42.7
Cash Flow79.9
Moat40.0
Balance Sheet0.0
Debt Purity50.0
Liquid Purity50.0
Rev Purity50.0
Compliance100.0
Tier: BRONZE · Score: 49.7 · Rank: #1944
Insider Transactions
No insider transaction data.
Top Institutional Holders
No institutional holder data.
Additional Fundamentals
Enterprise Value
$1.4B
Price/Book
1.02
Beta
1.384
Analysts
4
Total Revenue (TTM)
$834.5M
Total Debt
$533.4M
Earnings Growth
-74.1%
Dividend Yield
667.0%
Rec. Mean
3.50
Short Ratio
3.62
Short % Float
0.1%
Employees
801

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Trade Consideration
The Opportunity
Score 53.9 (P82 — top 17.5% of scored tickers). Unknown Moat. Ethical FAIL. 4 analysts at Hold.
Price: $144.01 | Target: $134.50 (+-7%)
Score
54
Moat
Unknown
Conviction
Standard
Upside
+-7%
The Fundamentals
Revenue Growth-8.4%
Profit Margin14.0%
ROE10.7%
Forward P/E5.7
Market Cap$962.3M
Position Sizing Scenarios
Stop: $122.41 (-15%) | Entry: $144.01
SharesCostProfit to TargetR:R
To Consensus ($134.50, 4 analysts)
10$1,440.10+$-95.10 (-7%)-0.4R
50$7,200.50+$-475.50 (-7%)-0.4R
100$14,401.00+$-951.00 (-7%)-0.4R
Risk Factors
  • Elevated short interest (3.62 days to cover)
The Verdict
Virtus Investment Partners, Inc. holds a unknown competitive moat.
Quantitative Grade

A single score combining all analytical layers below. A is strongest, D is weakest.

C
Quant Score
51.6
Risk Grade
LOW_RISK
Layers
7
Risk Profile

How much could this ticker lose on a bad day? These metrics measure worst-case scenarios from historical data.

VaR 95%
-3.6%
worst expected daily loss, 19 in 20 days
CVaR 95%
-5.4%
avg loss on the worst 5% of days
Annual Volatility
Sortino Ratio
-0.73
above 1.0 is good
Max Drawdown
-46.6%
Worst Day
Forward Outlook

Based on 10,000 simulated price paths, here is the probability of where this ticker could be in 30, 60, and 90 days.

30d Prob Up
90d Prob Up
Median Return 30d
Liquidity Score
75
Liquidity Grade
LIQUID
Trend & Momentum

What direction is this ticker actually moving, filtered through noise? Is it speeding up or slowing down?

Kalman Trend
Trend Strength
Momentum Signal
HMM Regime
RSI Signal
Technical Signals

Classic chart signals that institutional traders monitor. Golden Cross is bullish, Death Cross is bearish.

MA Crossover
BELOW_200
Bollinger Position
UPPER_HALF
Beta
Relative Volume
0.8x
Short Interest
Financial Health

Is this company financially sound? The Z-Score measures bankruptcy risk. The F-Score measures fundamental strength.

Altman Z-Score
below 1.81 = distress zone
Piotroski F-Score
Earnings Beat Rate
Earnings Consistency
Correlations

These tickers tend to move together (positive) or in opposite directions (negative). Useful for portfolio diversification.

Most Correlated
TickerCorrelation
APAM0.660
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IWM0.640
TROW0.634
Inverse Correlated
TickerCorrelation
4325.SR-0.180
IPG.KW-0.174
SUKOON.AE-0.167
BAES.L-0.158
7030.SR-0.154
Seasonality

Does this ticker have consistent patterns on certain days or months? Historical tendencies, not guarantees.

Best Day
Wednesday
Worst Day
Friday
Best Month
Nov
Worst Month
Feb
Fri-Mon Effect
-0.41875794127675553
Momentum Rankings

How does this ticker's recent performance compare to the entire universe? Ranked across 1, 3, 6, and 12-month returns.

1M Return
-0.3%
3M Return
+0.3%
6M Return
-5.6%
12M Return
-12.7%
Momentum Rank
#3077
Momentum Signal
FLAT

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