VIRTUS INVESTMENT PARTNERS, INC.(VRTS)Stock Analysis
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Rank #1,361 of 2,879 stocksTOP 50%
Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Aug 14, 2026.
Revenue Growth
Profitability
Balance Sheet
Earnings Quality
Free Cash Flow
Institutional Flow
Revenue Scale
Dilution Risk
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% YoYNet Income
+7.8% YoYOperating Income
+20.5% YoYEPS (Diluted)
-4.6% YoYTotal Assets
+8.6% YoYTotal Debt
-8.4% YoYOp. Cash Flow
-99.3% YoY| Metric | FY 2024 | FY 2023 | FY 2022 | FY 2021 | FY 2020 | FY 2019 |
|---|---|---|---|---|---|---|
| Revenue | $906.9M +7.3% | $845.3M -4.6% | $886.4M -9.5% | $979.2M +62.2% | $603.9M +7.2% | $563.2M |
| Net Income | $152.5M +7.8% | $141.5M +32.7% | $106.6M -59.4% | $262.8M +228.7% | $80.0M -16.4% | $95.6M |
| Operating Income | $182.5M +20.5% | $151.5M -23.3% | $197.5M -39.3% | $325.5M +127.4% | $143.2M +14.8% | $124.7M |
| EPS (Diluted) | $16.89 -4.6% | $17.71 +14.3% | $15.50 -40.4% | $26.01 +159.6% | $10.02 -14.7% | $11.74 |
| Total Assets | $3.99B +8.6% | $3.68B -6.9% | $3.95B +0.5% | $3.93B +13.5% | $3.47B +8.2% | $3.20B |
| Total Debt | $232.1M -8.4% | $253.4M -0.6% | $255.0M -4.3% | $266.3M +32.4% | $201.2M -27.6% | $277.8M |
| Operating Cash Flow | $1.8M -99.3% | $237.2M +78.8% | $132.7M -80.1% | $665.7M +394.4% | $-226.1M -515.7% | $-36.7M |
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:
Top Institutional Holders of VRTS
BlackRock, Inc.
$134.3M999,368 shVANGUARD PORTFOLIO MANAGEMENT LLC
$65.1M484,890 shSTATE STREET CORP
$58.9M438,734 shVICTORY CAPITAL MANAGEMENT INC
$42.7M318,009 shDIMENSIONAL FUND ADVISORS LP
$41.0M305,115 shVANGUARD CAPITAL MANAGEMENT LLC
$38.4M285,546 shCHARLES SCHWAB INVESTMENT MANAGEMENT INC
$34.8M258,815 shAMERICAN CENTURY COMPANIES INC
$25.4M188,813 shGEODE CAPITAL MANAGEMENT, LLC
$21.4M159,225 shAQR CAPITAL MANAGEMENT LLC
$17.8M132,274 sh
| Fund | Value | Shares |
|---|---|---|
| BlackRock, Inc. | $134.3M | 999,368 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $65.1M | 484,890 |
| STATE STREET CORP | $58.9M | 438,734 |
| VICTORY CAPITAL MANAGEMENT INC | $42.7M | 318,009 |
| DIMENSIONAL FUND ADVISORS LP | $41.0M | 305,115 |
| VANGUARD CAPITAL MANAGEMENT LLC | $38.4M | 285,546 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $34.8M | 258,815 |
| AMERICAN CENTURY COMPANIES INC | $25.4M | 188,813 |
| GEODE CAPITAL MANAGEMENT, LLC | $21.4M | 159,225 |
| AQR CAPITAL MANAGEMENT LLC | $17.8M | 132,274 |
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Popular Research
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.