Virtus Investment Partners, Inc. (VRTS) fair value: what the stock is really worth
As of Nov 6, 2026: fair value (intrinsic value) of Virtus Investment Partners, Inc. stock $247, price $127, upside +93.9%, quality 47 out of 100. Rating: strongly undervalued. Calculated from audited financials with 9 of our 26 valuation models and 37 quality factors, updated daily.
69 individual criteria per stock, every one traceableSee the method →
Price vs Fair Value
White line = price, green steps = our fair value per fiscal year. As of Nov 8, 2026.
How to read this chart
60‑month range $117.74 – $277.16 · fair‑value band $127.57 – $339.58 · the $127.35 price screens below the $246.99 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). As of Nov 8, 2026.
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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.
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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.
Stock analysis
Virtus Investment Partners, Inc. (VRTS) currently trades at $127.35, while our model-based Fair Value estimate is $246.99, implying the stock looks roughly 48% undervalued today.
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Valuation
Bull case: the Earnings-Based group reads highest at a median of $357.98 per share, and 5 of the 9 models we run sit above the $127.35 price.
Bear case: the Dividend Discount group reads lowest at $112.80, and 4 of the 9 models stay below the price. Data coverage for this calculation is medium.
Scenario range: $127.57 (bear) to $339.58 (bull), the price of $127.35 sits below it. Bear and bull are the same models on cautious and optimistic assumptions, a range, not a price target.
Quality & growth
The Quality Score stands at 47/100 (below-average quality), in the Financial Services sector.
Weak Growth: Revenue growth is inconsistent: the periods point in different directions, so there is no trend to rely on.
Virtus Investment Partners, Inc. reported revenue of $831M in FY2025 versus $975M in FY2021, a compound −3.9%/yr. Reported net income was $138M in FY2025, compounding −9.7%/yr from FY2021.
Key figures
Market cap $865M Small · P/E ratio 7.1 · P/S ratio 1.05 · EPS (TTM) $17.84 · Dividend yield 7.5% · Net margin 14.5% · Return on equity 10.7% · Return on assets (EBIT) 5.1% (5-year average).
Competitive moat
Our AI-assisted moat analysis scores the competitive advantage at 48 out of 100 (medium confidence).
What moves the price
The share trades about 26% below its 52-week high and 8% above its 52-week low, currently below its 200-day average.
For context, the median of 10 Financial Services peers we cover trades at −16% fair-value upside, at 94%, VRTS screens cheaper than that median.
Fair Value models
Bear$127.57Fair Value $246.99Bull$339.58
Price $127.35 · Upside +93.9%
Model ⓘEach model values the company its own way (discounted cash flow, earnings, assets, dividends). The fair value above starts from their evidence-weighted blend, not from a single model. In cyclical trough or peak years, after dilution or a stock split it is adjusted afterwards, so it can sit above or below the models. Based on fiscal year 2025 figures (about 10 months old). Earnings retained since then ($7.07 per share) are deliberately not added.Bear ⓘBear = the cautious scenario: the same model computed with conservative anchors (lower growth, margins and valuation multiples). Together with Bull it frames a plausible valuation range, not a price target.BaseBull ⓘBull = the optimistic scenario: the same model computed with favourable anchors (higher growth, margins and valuation multiples). Together with Bear it frames a plausible valuation range, not a price target. If a model's bull case is above four times its base value, the table shows that limit with a > sign (like the overall Bull above): beyond it no assumption holds.Coverage ⓘCoverage = how well-backed THIS model's estimate is for this stock (0–100): how complete and reliable its input data are, and how well the model fits the company. The final Fair Value is an evidence-weighted blend, so better-evidenced models count more. Green ≥70, amber 50–69, grey below 50.
In the last 6 months, 3 officers or directors sold shares worth $3.3M and none bought.
SaleW Howard MorrisDirector435 shares at $138.59$60,287Sep 15, 2026
SaleMichael A AngerthalEVP, CFO & Treasurer14,975 shares at $167.34$2.5MAug 3, 2026
SaleBarry M. MandinachEVP, Head of Distribution5,000 shares at $144.76$723,820Jun 16, 2026
BuyW Howard MorrisDirector4,050 shares at $129.47$524,363Mar 12, 2026
SaleSusan S. FlemingDirector2× since Dec 11, 2025: 6,281 shares, avg. $154.55$970,741Feb 11, 2026
Plus 6 other filings such as grants, option exercises or tax withholding. They are not market purchases or sales.
Sales are often planned (taxes, diversification, 10b5-1 plans). Purchases with their own money are seen as the stronger sign. For information only: not part of the quality score or Fair Value.
Growth Quality ⓘGrowth is valuable only when reinvestment earns attractive returns (Aswath Damodaran): sustainable growth depends on return on capital, reinvestment and efficiency. Basis: total company revenue over the periods shown on the cards (3Y/5Y/all years), not per share, so a merger can show up as a growth jump; per-share earnings growth is in the value-creation card.32/100
Revenue growth is inconsistent: the periods point in different directions, so there is no trend to rely on.
Revenue growth 1 year
−8.0%
Revenue growth 3 years ⓘMeasures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump. Per-share growth (which does include buybacks) is in the value-creation card.
−2.0%
Revenue growth 5 years ⓘMeasures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump. Per-share growth (which does include buybacks) is in the value-creation card.
+6.6%
Start year 2020 (pandemic). Over 10 years: +8.1% a year
Revenue growth 30 years ⓘMeasures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump. Per-share growth (which does include buybacks) is in the value-creation card.
+6.9%
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What shareholders gained per year (last 5 years) ⓘWhat the business itself delivers per year: earnings growth per share plus the dividend yield. This is what you get IF the market keeps valuing the stock the same way: it contains no assumption about the market changing its mind. Computed per share, so buybacks count and a merger does not pass as growth. For a company that pays no dividend it is pure earnings growth per share. Period: earnings growth per share as CAGR over the last 5 reported fiscal years (annual statements), plus the current dividend yield. The start value is the median of the three years around the start, so a single crisis year (a pandemic or a write-down) does not distort the rate. Basis: adjusted.
+13.3%
Earnings growth per share plus dividend.
Earnings per share, growth per year+5.8%
Dividend (yield on the price)7.5%
Pace: 5 vs 10 years ⓘTwo data points, not a trend model: earnings growth per share over the last 5 fiscal years against the last 10. Labelled "steady" when both rates are within 3 percentage points of each other, otherwise picking up or flattening. Shown only when ten years of history exist.11.2% vs 12.4%, steady
Profit margin 2020 to 2025 ⓘOperating margin then vs now, from reported annual statements. A falling margin after a boom year is the classic peak-earnings signal: the growth rate then leans on an inflated base.24% → 17%
News mood ⓘNews mood, the average tone of recent news (80 articles), rated against how stocks are usually covered. 🚀 Hype = unusually upbeat · 🙂 Positive = above average · 😐 Neutral = typical · 🙁 Negative = below average · 😨 Very negative = unusually downbeat. It reflects the tone of coverage, not our valuation.Positive
Recent news coverage is more positive than average.
Compare Virtus Investment Partners, Inc. with another stock
Price, fair value, quality and upside side by side.
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Peer GroupⓘHow this stock ranks against its industry: the green marker is this stock, the band is the typical 25–75% peer range, and the tick is the median.Asset Management · 587 stocks
Beats the industry median on 6/14 measures
A mixed picture versus its industry peers.
Valuation
Quality Score47 · Bottom 25%
Fair Value upside+93.9% · Top 25%
Profitability
Return on equity (12 months)10.7% · Above median
Return on assets3.2% · Below median
Net margin (12 months)14.5% · Below median
Operating margin (12 months)11.8% · Below median
Growth and dividend
Revenue growth (quarter YoY)−4.4% · Below median
Dividend yield (12 months)7.5% · Top 25%
Balance sheet
Debt / equity2.94× · Highest 25%
Valuation Multiplesvs Asset Management median · lower = cheaper
For bloggers, editors and developers: paste this into your site or blog (a “Custom HTML” block in WordPress), it shows the current fair value and links back here. Free, plain HTML, and welcome. Full data streams (CSV/JSON) at /developers.
Cite: Fair Value Calculator (2026). "Virtus Investment Partners, Inc. Fair Value". https://www.fairvalue-calculator.com/stock/VRTS
Frequently asked questions
Is Virtus Investment Partners, Inc. (VRTS) overvalued or undervalued?
As of Nov 8, 2026, our model estimates a fair value of $246.99 versus a price of $127.35, about +94% upside (undervalued).
What is the fair value of VRTS?
Our model-based fair value for Virtus Investment Partners, Inc. is $246.99 (as of Nov 8, 2026), built from audited fundamentals. The current price: $127.35.
What is the quality score of VRTS?
Virtus Investment Partners, Inc. has a Quality Score of 47/100. It measures business quality (profitability, growth, cash flow, balance-sheet strength, investment discipline, share issuance). Market factors such as price momentum and volatility do not enter the number; they are shown separately in the detail view.
What is the price target for Virtus Investment Partners, Inc. (VRTS)?
Our model-based price target is the fair value of $246.99 (as of Nov 8, 2026) from 9 valuation models. Cautious scenario $127.57, optimistic scenario $339.58. It is a calculation from audited fundamentals, not an analyst target.
What is the Virtus Investment Partners, Inc. stock forecast for 2026?
Our models put fair value at $246.99, about +94% upside versus a price of $127.35 (undervalued). Cautious scenario $127.57, optimistic scenario $339.58. The calculation is refreshed regularly with new filings.
What is the revenue of Virtus Investment Partners, Inc. (VRTS)?
Virtus Investment Partners, Inc. reported trailing-twelve-month revenue of about $825M (latest available figure, as of Nov 8, 2026).
Does Virtus Investment Partners, Inc. pay a dividend?
Virtus Investment Partners, Inc. currently shows a dividend yield of 7.54% relative to its recent price (as of Nov 8, 2026).
How much is the dividend of Virtus Investment Partners, Inc. (VRTS) and when is the ex-dividend date?
Virtus Investment Partners, Inc. pays a dividend of $9.60 per share a year, a dividend yield of 7.5%. The last ex-dividend date was Oct 30, 2026. A dividend has been paid every year since at least 2014. The payout ratio is 53.8% of earnings. Our assessment: Watch coverage. The dividend isn’t fully covered by free cash flow or earnings, part of it is funded from reserves or debt. Fine for now, but worth watching: if it stays uncovered, the dividend could be cut.
What is the intrinsic value of Virtus Investment Partners, Inc. (VRTS)?
Intrinsic value and fair value mean the same thing: what the business is worth on its numbers, independent of the share price. For Virtus Investment Partners, Inc. it is $246.99 per share (as of Nov 8, 2026), against a price of $127.35. It is the blended result of 9 valuation models in 6 families (DCF Models, Earnings-Based, Dividend Discount, Multiples, Asset-Based, Economic Profit).
Is Virtus Investment Partners, Inc. stock overvalued or undervalued in 2026?
As of Nov 8, 2026, VRTS trades below its calculated fair value: price $127.35, fair value $246.99, a gap of about +94% (undervalued). The calculation is refreshed with each new quarterly report, so the verdict can change during the year.
Is fair value the same as the market price of VRTS?
No. The price is what the market pays today ($127.35); the fair value is what the company's own numbers justify ($246.99). For Virtus Investment Partners, Inc. the two are $119.64 per share apart. That gap is exactly why we show both numbers side by side.
How much is Virtus Investment Partners, Inc. worth?
The market values Virtus Investment Partners, Inc. at about $865M (market capitalisation, as of Nov 8, 2026). Per share that is $127.35; our models calculate a fair value of $246.99 per share.
What do the bullish and bearish scenarios say about VRTS?
Our models span a range for Virtus Investment Partners, Inc.: cautious scenario $127.57, base $246.99, optimistic $339.58 per share (as of Nov 8, 2026, price $127.35). The range comes from different growth and margin assumptions, not from analyst opinions.
What is the P/E ratio of VRTS?
Virtus Investment Partners, Inc. trades at a price-to-earnings ratio of 7.1 (as of Nov 8, 2026). A P/E on its own says little: it compares the price with ONE year of profit, while our fair value of $246.99 is built from several models across several years. Median P/E at fiscal year-end, 10 fiscal years (2016 to 2025), reported earnings, 6 of the years ex one-offs: 11.8. Other multiples: PEG 0.6, P/B 0.9, P/S 1.0, EV/EBITDA 15.5.
What is the PEG ratio of VRTS?
The PEG ratio of Virtus Investment Partners, Inc. is 0.56 (P/E divided by earnings growth, as of Nov 8, 2026). That is below 1, so growth is priced more cheaply than the earnings multiple alone suggests.
How solid is the balance sheet of Virtus Investment Partners, Inc. (VRTS)?
Balance-sheet figures for Virtus Investment Partners, Inc. (as of Nov 8, 2026): return on equity 10.7%, debt of 2.94 per unit of equity. They feed the Quality Score of 47/100, which measures business quality independently of the share price.
How far is VRTS from its 52-week high?
Virtus Investment Partners, Inc. trades at $127.35, about 26% below its 52-week high of $171.05 and 8% above the low of $117.74 (as of Nov 6, 2026). Distance from the high says nothing about value: that is what the fair value of $246.99 is for.
Which stocks are comparable to Virtus Investment Partners, Inc.?
From the same area (Financial Services) we also value Blackstone Inc, Brookfield Asset Management Ltd, KKR & Co, Apollo Global Management, Inc, among others. Each of them has its own fair-value calculation on this site using the same models, so the comparison is like for like.
Is Virtus Investment Partners, Inc. stock attractive at the current price?
The data as of Nov 8, 2026: price $127.35, calculated fair value $246.99 (+94%), Quality Score 47/100, from 9 models. Whether that fits your horizon and risk tolerance is your call. We provide the calculation, not investment advice.
How is the fair value of VRTS calculated?
We run Virtus Investment Partners, Inc. through 9 models from 6 families: DCF Models, Earnings-Based, Dividend Discount, Multiples, Asset-Based, Economic Profit. Every model gets the same audited fundamentals; the fair value of $246.99 builds on their evidence-weighted average, with the spread shown as a cautious and an optimistic scenario.
Is it still worth investing in stocks now?
The global stock market currently sits 13.3% above its aggregate fair value. Virtus Investment Partners, Inc. currently trades 48% below its own fair value, and the market average says nothing about that. An expensive market is no reason to stay out and no reason to buy everything at once: keep a broad savings plan running, buy single stocks only with money you can do without, and hold part of your money liquid while the market is high. The full picture including sectors is on is it worth investing now.
What is the share price of Virtus Investment Partners, Inc. (VRTS)?
The closing price on Nov 6, 2026 was $127.35. Our model-based fair value is $246.99, about +94% upside (undervalued). We carry closing prices from our data provider, not a live tick.
What should I pay attention to with Virtus Investment Partners, Inc. right now?
The large discount to fair value meets weak quality (47/100). That raises the risk this is a value trap rather than a bargain. The model range is unusually wide ($127.57 to $339.58). The outcome hinges heavily on assumptions, so read the point estimate with caution. For a financial, book-value and earnings-based methods matter more than a cash-flow DCF, which fits banks and insurers poorly.
Where does the earnings growth of Virtus Investment Partners, Inc. (VRTS) come from?
Earnings per share at Virtus Investment Partners, Inc. grew +11.3 % a year from 2014 to 2025. Broken into its drivers: revenue per share +11.7 %, EBIT margin −2.2 %, tax rate +1.1 %, residual (interest, one-offs) +0.7 %. The four rates multiply to the earnings growth rate, they do not add up. Start and end are three-year averages so a single exceptional year does not distort the result.
Key figures of Virtus Investment Partners, Inc.
How large is the market capitalisation of Virtus Investment Partners, Inc. (VRTS)?
The market capitalisation of Virtus Investment Partners, Inc. is $865M. The stock-market value of the whole company: share price times number of shares. It is what the market asks for the entire business today.
What is the P/S ratio of Virtus Investment Partners, Inc. (VRTS)?
The price-to-sales ratio of Virtus Investment Partners, Inc. is 1.05 (last twelve months). Price to sales: market value relative to yearly revenue. Useful when profit is thin or distorted.
What are the earnings per share of Virtus Investment Partners, Inc. (VRTS)?
Earnings per share at Virtus Investment Partners, Inc. are $17.84 (price ÷ EPS = P/E 7.1). Earnings per share over the last twelve months: total profit spread across every single share.
What is the dividend yield of Virtus Investment Partners, Inc. (VRTS)?
The dividend yield of Virtus Investment Partners, Inc. is 7.5% (payout 53.8%). Yearly dividend relative to the share price. 3% pays 3 per 100 invested. Below: how much of profit is used for it.
What is the net margin of Virtus Investment Partners, Inc. (VRTS)?
The net margin of Virtus Investment Partners, Inc. is 14.5% (last twelve months). How much of every unit of revenue ends up as profit. 10% means 10 cents of profit per dollar of sales.
What is the return on equity of Virtus Investment Partners, Inc. (VRTS)?
The return on equity (ROE) of Virtus Investment Partners, Inc. is 10.7% (last twelve months). Profit relative to shareholders' equity, how efficiently the company works with its owners' money.
What is the EBIT return on assets of Virtus Investment Partners, Inc. (VRTS)?
On an EBIT basis the return on assets of Virtus Investment Partners, Inc. is 5.1% (avg 5y). Operating profit (EBIT) relative to everything the company owns, as a multi-year average. It describes the business model rather than one good or bad year.
What is the operating margin of Virtus Investment Partners, Inc. (VRTS)?
The operating margin of Virtus Investment Partners, Inc. is 11.8% (last twelve months). Profit from the core business (before interest and taxes) relative to revenue.
How fast is revenue growing at Virtus Investment Partners, Inc. (VRTS)?
Revenue at Virtus Investment Partners, Inc. is growing −4.4% versus a year earlier (3y avg −2.0%). How much revenue grew versus a year earlier (YoY). The 3-year average next to it puts the single year in context.
How fast are earnings growing at Virtus Investment Partners, Inc. (VRTS)?
Earnings per share at Virtus Investment Partners, Inc. are growing +9.2% versus a year earlier. How much earnings per share grew versus a year earlier.
How much free cash flow does Virtus Investment Partners, Inc. (VRTS) generate?
The free cash flow of Virtus Investment Partners, Inc. is −$74.1M (fiscal year 2025). The cash truly left after running and investing in the business, this is what pays dividends and buybacks.
How much net debt does Virtus Investment Partners, Inc. (VRTS) carry?
The net debt of Virtus Investment Partners, Inc. is $2.4B (fiscal year 2025). Debt minus cash on hand. The note shows how many years of free cash flow could in theory pay it off.
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Some data
Nov 8, 2026