VIRTUS INVESTMENT PARTNERS, INC.(VRTS)Stock Analysis
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Rank #1,999 of 2,961 stocks
Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Nov 14, 2026.
Revenue Growth
Profitability
Balance Sheet
Earnings Quality
Free Cash Flow
Institutional Flow
Revenue Scale
Dilution Risk
VRTS Stock Analysis & AI Quality Score
Data updated 2026-09-11AI 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 42.8/100 on a 32-signal composite quality model, placing it at rank #1,999 of 2,961 stocks — the bottom half of the AI-ranked universe. Areas of concern include earnings quality (9.7) and revenue growth (16.7), which score below median versus the broader universe. Shareholder dilution risk is elevated at 33.8/100, reflecting ongoing share issuance or stock-based compensation. Based on the latest XBRL financial filings (Q2 2026), VIRTUS INVESTMENT PARTNERS, INC. reports quarterly revenue of $201.4M, net income of $44.6M, an operating margin of 13.6%. 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 42 and 73 since 2021, currently 42.8 — a declining long-term trajectory across 68 quarterly and live scoring snapshots.
Revenue
Q2 2026
$201.4M
Net Income
Q2 2026
$44.6M
Free Cash Flow
Q2 2026
$56.1M
Operating Margin
Q2 2026
13.6%
ROIC
Q2 2026
8.0%
Revenue & Net Income
Earnings Per Share
Key Financials Over Time
Export Financial Table · ProRevenue
-6.0% YoYNet Income
-10.8% YoYOperating Income
-7.6% YoYEPS (Diluted)
+18.2% YoYTotal Assets
+7.4% YoYTotal Debt
+68.0% YoYOp. Cash Flow
-3929.0% YoYFree Cash Flow
-1837.5% YoY| Metric | FY 2025 | FY 2024 | FY 2023 | FY 2022 | FY 2021 | FY 2020 |
|---|---|---|---|---|---|---|
| Revenue | $852.9M -6.0% | $906.9M +7.3% | $845.3M -4.6% | $886.4M -9.5% | $979.2M +62.2% | $603.9M |
| Net Income | $136.0M -10.8% | $152.5M +7.8% | $141.5M +32.7% | $106.6M -48.8% | $208.1M +160.3% | $80.0M |
| Operating Income | $168.7M -7.6% | $182.5M +20.5% | $151.5M -23.3% | $197.5M -39.3% | $325.5M +127.4% | $143.2M |
| EPS (Diluted) | $19.97 +18.2% | $16.89 -4.6% | $17.71 +14.3% | $15.50 -40.4% | $26.01 +159.6% | $10.02 |
| Total Assets | $4.29B +7.4% | $3.99B +8.6% | $3.68B -6.9% | $3.95B +0.5% | $3.93B +13.5% | $3.47B |
| Total Debt | $390.0M +68.0% | $232.1M -8.4% | $253.4M -0.6% | $255.0M -4.3% | $266.3M +32.4% | $201.2M |
| Operating Cash Flow | $-67.2M -3929.0% | $1.8M -99.3% | $237.2M +78.8% | $132.7M -80.1% | $665.7M +394.4% | $-226.1M |
| Free Cash Flow | $-74.1M -1837.5% | $-3.8M -101.7% | $228.3M +81.1% | $126.1M -80.9% | $659.9M +390.5% | $-227.1M |
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Available Research
13F Pro tracks comprehensive data for VIRTUS INVESTMENT PARTNERS, INC. including:
Top Institutional Holders of VRTS
BlackRock, Inc.
$151.6M1,056,614 shVANGUARD PORTFOLIO MANAGEMENT LLC
$64.6M450,124 shSTATE STREET CORP
$64.3M448,314 shVICTORY CAPITAL MANAGEMENT INC
$50.6M352,930 shDIMENSIONAL FUND ADVISORS LP
$45.3M315,715 shAQR CAPITAL MANAGEMENT LLC
$41.1M286,625 shVANGUARD CAPITAL MANAGEMENT LLC
$40.2M279,848 shCHARLES SCHWAB INVESTMENT MANAGEMENT INC
$40.1M279,346 shAMERICAN CENTURY COMPANIES INC
$28.0M195,363 shGEODE CAPITAL MANAGEMENT, LLC
$23.7M165,425 sh
| Fund | Value | Shares |
|---|---|---|
| BlackRock, Inc. | $151.6M | 1,056,614 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $64.6M | 450,124 |
| STATE STREET CORP | $64.3M | 448,314 |
| VICTORY CAPITAL MANAGEMENT INC | $50.6M | 352,930 |
| DIMENSIONAL FUND ADVISORS LP | $45.3M | 315,715 |
| AQR CAPITAL MANAGEMENT LLC | $41.1M | 286,625 |
| VANGUARD CAPITAL MANAGEMENT LLC | $40.2M | 279,848 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $40.1M | 279,346 |
| AMERICAN CENTURY COMPANIES INC | $28.0M | 195,363 |
| GEODE CAPITAL MANAGEMENT, LLC | $23.7M | 165,425 |
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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. VRTS is classified as a small company.
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.