VRTSVIRTUS INVESTMENT PARTNERS, INC.(VRTS)Stock Analysis

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SEC EDGAR: CIK 883237VRTS stock profile & AI dashboard →

13F Pro Quality Score

52.1/100

Rank #1,361 of 2,879 stocksTOP 50%

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Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Aug 14, 2026.

Revenue Growth

30.5/100

Profitability

64.4/100

Balance Sheet

55.1/100

Earnings Quality

25.0/100

Free Cash Flow

82.1/100

Institutional Flow

52.5/100

Revenue Scale

46.3/100

Dilution Risk

34.9/100

VRTS Stock Analysis & AI Quality Score

AI stock analysis and institutional research for VIRTUS INVESTMENT PARTNERS, INC. (VRTS), a Financials sector company. 13F Pro's AI-powered ranking engine scores VRTS at 52.1/100 on a 32-signal composite quality model, placing it at rank #1,361 of 2,879 stocks — the top half of the AI-ranked universe. VRTS scores in the top quartile across free cash flow (82.1). Areas of concern include earnings quality (25.0) and revenue growth (30.5), which score below median versus the broader universe. Shareholder dilution risk is elevated at 34.9/100, reflecting ongoing share issuance or stock-based compensation. Based on the latest XBRL financial filings (Q1 2026), VIRTUS INVESTMENT PARTNERS, INC. reports quarterly revenue of $199.5M, net income of $6.2M, free cash flow of $33.5M. Top institutional holders of VRTS by reported 13-F value include BlackRock,, VANGUARD PORTFOLIO MANAGEMENT, STATE STREET, based on the most recent SEC filings. VRTS trades on the NYSE exchange and files with the SEC under CIK 883237. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate VRTS daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for VIRTUS INVESTMENT PARTNERS, INC. directly from SEC EDGAR. VIRTUS INVESTMENT PARTNERS, INC.'s 13F Pro composite quality score has ranged between 50 and 73 since 2021, currently 52.1 — a stable long-term trajectory across 28 quarterly and live scoring snapshots.

Revenue

Q1 2026

$199.5M

Net Income

Q1 2026

$6.2M

Free Cash Flow

Q1 2026

$33.5M

ROIC

Q1 2026

1.1%

Revenue & Net Income

Earnings Per Share

Key Financials Over Time

Export Financial Table · Pro+

Revenue

+7.3% YoY
$906.9MFY 2024
FY21 $979.2MFY22 $886.4MFY23 $845.3MFY24 $906.9M

Net Income

+7.8% YoY
$152.5MFY 2024
FY21 $262.8MFY22 $106.6MFY23 $141.5MFY24 $152.5M

Operating Income

+20.5% YoY
$182.5MFY 2024
FY21 $325.5MFY22 $197.5MFY23 $151.5MFY24 $182.5M

EPS (Diluted)

-4.6% YoY
$16.89FY 2024
FY21 $26.01FY22 $15.50FY23 $17.71FY24 $16.89

Total Assets

+8.6% YoY
$3.99BFY 2024
FY21 $3.93BFY22 $3.95BFY23 $3.68BFY24 $3.99B

Total Debt

-8.4% YoY
$232.1MFY 2024
FY21 $266.3MFY22 $255.0MFY23 $253.4MFY24 $232.1M

Op. Cash Flow

-99.3% YoY
$1.8MFY 2024
FY21 $665.7MFY22 $132.7MFY23 $237.2MFY24 $1.8M

AI Insight: VRTS Financial Trends

Revenue declined 11% year-over-year to $200M in Q1 2026 while debt surged 89% to $439M, pressuring profitability.

Revenue fell from $218M in Q1 2025 to $200M in Q1 2026, an 8% year-over-year decline.

Operating income collapsed from $37M in Q1 2025 to $15M in Q1 2026, a 59% drop.

Total debt jumped from $232M in Q1 2025 to $439M in Q1 2026, an 89% increase.

Operating cash flow turned negative $247M in Q4 2025, the largest quarterly outflow in the dataset.

Revenue has declined for three consecutive quarters from $233M in Q4 2024 to $200M in Q1 2026.

AI Insight: VRTS Ratio Trends

Operating margin collapsed from 19.1% in Q4 2025 to 7.7% in Q1 2026, while ROIC plunged to 4.5% from 12.0%.

Operating margin fell 1,140 basis points from Q4 2025 (19.1%) to Q1 2026 (7.7%).

ROIC declined from 12.0% in Q4 2025 to 4.5% in Q1 2026.

Debt-to-equity ratio increased from 0.42 in Q4 2025 to 0.48 in Q1 2026.

Q1 2026 represents the lowest operating margin and ROIC in the dataset by wide margins.

Rising leverage coinciding with deteriorating profitability metrics signals potential financial stress.

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Available Research

13F Pro tracks comprehensive data for VIRTUS INVESTMENT PARTNERS, INC. including:

SEC EDGAR filings (10-K, 10-Q, 8-K)
XBRL financial facts (revenue, EPS, margins)
Insider transactions (Form 4)
Institutional 13F holdings
Quality rankings (32 signals)
AI analyst debates & daily meetings
Historical financial trends
Peer comparison & sector analysis

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Is VRTS a good stock to buy?

13F Pro's AI-powered analysis of VIRTUS INVESTMENT PARTNERS, INC. (VRTS) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Financials sector (listed on NYSE). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for VRTS are available on the VRTS stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing.

Which hedge funds own VRTS?

Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling VRTS. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of VIRTUS INVESTMENT PARTNERS, INC.'s investment landscape.