Virtus Investment Partners, Inc. (VRTS)
NYSEFinancialsAsset ManagementSnapshot 2026-09-04
$159.43+0.78%
Close 2026-09-04 · 1-day change
NYSEFinancialsAsset ManagementSnapshot 2026-09-04
QuarterlyIQ Insights · VRTS
What must go right, what could break, what the price assumes, and what evidence comes next.
The current health of the standing investment case.
Recent financial performance sits well below its industry cohort — worth keeping an eye on, though it has not freshly broken.
One-year growth currently built into the price, compared with our model's estimate.
| Measure | Marker shape | Value |
|---|---|---|
| Growth built into the price | circle | -19.0% |
| Our one-year growth estimate | diamond | -7.2% |
For each item: what to watch, what would become a concern, and what would make it less concerning.
A reporting-risk estimate, not a forecast of the stock-price response.
Historical relationships that met the evidence threshold. They do not prove cause or forecast a move.
Usually moved in the same direction.
Price observations: 365 days
Most sensitive to the broad stock market.
Based on historical daily prices through 2026-09-04.
Past price behavior in dollars on a $10,000 position. This does not measure permanent business risk.
How much price usually moves either way.
A larger daily loss that occurred about once in every 20 trading days.
Use the underlying financial and sector pages to investigate the cause.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Growth built into the price is above our model estimate.
The price assumes 11.8 percentage points less one-year growth.
The one-year revenue growth assumption on Valuation.
Model as of 2026-09-04 · Compared with 35 industry peers
VRTS — earnings miss
Dated 2026-07-30
Results of Operations and Financial Condition. On July 30, 2026, Virtus Investment Partners, Inc. (the “Company”) issued a press release reporting results for the quarter ended June 30, 2026. A copy of this press release is being furnished as Exhibit 99.1 to this Current Report on Form 8-K and is incorporated herein by reference. The information in this report, including the exhibits hereto, (i) shall not be deemed to be “filed” for purposes of Section 18 of the Securities Exchange Act of 193…
Why it matters: A further drop would show ongoing problems in attracting and keeping assets.
Worry ifAssets under management below $150 billion show continued outflows. This means money is still leaving.
Less concerning ifAssets under management above $152.2 billion show signs of recovery. This means money is coming back.
Why it matters: Earnings results will show if the company improves after a weak Q1. Investors look for trends in revenue and net income.
Watch forEarnings per share for Q2 2026 exceeds $1.05, showing recovery from Q1.
Also watch forEarnings per share for Q2 2026 falls below $1.05, indicating continued weakness.
Why it matters: Keeping the dividend shows trust in cash flow and financial health. This matters for investor trust.
Supportive ifDividend remains at $2.4 per share in the next quarter.
Worry ifThe dividend is cut or stopped. This shows financial trouble.
Why it matters: Keeping dividends is key for investor trust. Changes can affect how attractive the stock is.
Watch forThe company says dividend payments will continue without cuts.
Also watch forThe company announces a cut or stop to dividend payments.
Deepest peak-to-trough drop in the last year.
| Measure | Value | Meaning |
|---|---|---|
| Typical day | ±$122 on $10,000 · ±1.2% | How much price usually moves either way. |
| Bad day | $348 loss on $10,000 · 3.5% | A larger daily loss that occurred about once in every 20 trading days. |
| Largest peak-to-trough drop in the past year | $3,594 loss on $10,000 · 35.9% | Deepest peak-to-trough drop in the last year. |
Past year. 1.00 means similar movement; 1.20 means about 20% more.
Past year. 1.00 means similar movement to the sector. This is secondary context.
Latest 30 trading days, shown as an annual percentage.
Latest 252 trading days, shown as an annual percentage.
20-trading-day average in US dollars.
Trading days used by the source risk snapshot.
Past results, not a forecast. Not investment advice.
Why it matters: Higher operating income would show good cost management. It would also mean more profit.
Supportive ifOperating income goes over $30 million in Q3. This shows better financial health.
Worry ifOperating income stays below $27 million. This suggests ongoing profit problems.
Why it matters: Better net flows would show that investors are more confident. This could help asset management grow.
Supportive ifIn Q3, net flows improve to less than -$5 billion. This shows better investor feelings.
Worry ifNet flows stay worse than -$8 billion. This shows investors are still pulling out.
Why it matters: A drop in earnings per share shows ongoing problems with making money.
Worry ifEarnings per share falls under $1.05 in Q2. This shows deeper profit issues.
Less concerning ifEarnings per share rises above $1.05. This suggests a recovery in earnings.
Why it matters: High net outflows may mean problems with asset management and investor trust.
Worry ifNet outflows reported exceed $8.4 billion in the next quarter.
Less concerning ifNet outflows drop below $8.4 billion. This shows investors are more confident.
Why it matters: A drop in net income shows problems with making money and running the business.
Worry ifQ2 net income drops below $6.2M, the amount reported in Q1.
Less concerning ifQ2 net income stabilizes or grows compared to $6.2M.
Why it matters: Stable assets under management would mean the market is doing better. It may also help keep clients.
Supportive ifAssets under management stay above $152 billion. This shows recovery from earlier drops.
Worry ifAssets under management drop below $149 billion. This shows ongoing problems.
Why it matters: Updates on Keystone's integration could show how it affects growth and profit.
Watch forManagement shares positive news about how Keystone is joining together. They say it will help finances.
Also watch forManagement says there are issues with integrating Keystone. They have not seen any financial benefits.
Why it matters: If assets drop below this level, it shows ongoing problems. This can hurt future revenue.
Worry ifTotal assets under management were less than $149 billion for Q3 2026.
Less concerning ifTotal assets under management were more than $149 billion for Q3 2026.
Why it matters: A drop in operating income shows ongoing problems. This can hurt profitability.
Worry ifOperating income was below $27.3 million for Q3 2026.
Less concerning ifOperating income was above $27.3 million for Q3 2026.