Virtus Investment Partners, Inc. (VRTS)
NYSEFinancialsAsset ManagementSnapshot 2026-09-04
NYSEFinancialsAsset ManagementSnapshot 2026-09-04
Research Workspace
Put VRTS beside peers and holdings, graph the same metric, and keep your notes with the evidence.
Daily closes. Earnings/event dots are placed inline.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Asset Management & Custody Banks is in steady. Describes the industry's cycle state, not a call on this stock.
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
Primary pillar broken — Enhance net income from $6.15M in Q1 2026: Q2 FY26 EPS 5.54 vs target >$20M run-rate.
View ThesisRevenue is contracting — down about 7% over the past year.
View GrowthMiddle-of-the-pack management execution.
View ManagementExpectations look reasonable — what the market is pricing in sits in line with or below what analysts forecast.
View ValuationModerate volatility — typically moves about 1% a day.
View RiskVRTS must enhance net income from $6.15M in Q1 2026 to justify its price. Revenue growth has been weak, with the latest quarter missing expectations. It trades at 6.6× P/E versus a peer median of 16.3×. This suggests the price reflects less growth than forecasted. The primary risk is the broken pillar of net income enhancement, which is crucial for future performance. Peer multiples imply a price about 19% above where it trades. This read is provisional.
Trailing returns as of 2026-09-04. VRTS is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 4 analysts currently covering VRTS (as of Sep 2026).
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
Continue this research
Compare VRTS with peers and holdings, graph the same reported metric, keep your questions beside the evidence, and return when the facts change.
Free account required to save the handoff. No credit card.
| Compare | Company | Living FV | P/E | Revenue % | Quality |
|---|---|---|---|---|---|
| VRTS Selected company | Graph | Compare | Trend | Review | |
| Peer Add a competitor | Graph | Compare | Trend | Review | |
| Holding Compare a holding | Graph | Compare | Trend | Review |
Selected metric trend
Quarterly · checked companies · value or % of revenue
A consensus fair price across 10 valuation methods, at three horizons. As of 2026-09-04. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Asset Management & Custody Banks — fair value, gap to price, and forward P/E.
Compare the value case
Put VRTS next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Threatens: Maintain and grow assets under management
Poor growth profile threatens asset management growth objective.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-09-04. EPS is implied from price ÷ P/E. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.

Advances: Maintain and grow assets under management
Strong institutional interest supports AUM growth.

Advances: Maintain and grow assets under management
Earnings call highlights positive growth indicators.

Advances: Maintain and grow assets under management
AUM increase directly supports growth objectives.

Price target cut indicates potential earnings concerns.