Virtus Investment Partners, Inc. (VRTS)
NYSEFinancialsAsset ManagementSnapshot 2026-11-05
$124.87-3.12%
Close 2026-11-05 · 1-day change
NYSEFinancialsAsset ManagementSnapshot 2026-11-05
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 | -35.6% |
| Our one-year growth estimate | diamond | -15.7% |
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 2026-11-05.
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 19.9 percentage points less one-year growth.
The one-year revenue growth assumption on Valuation.
Model as of 2026-11-05 · Compared with 26 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: Virtus paid a $2.40 quarterly dividend and bought back about $10M of shares in both Q1 and Q2. A change would mark a break in recent capital returns.
Watch forThe next results report a dividend of at least $2.40 per share and share repurchases near $10M.
Also watch forThe next results report a dividend below $2.40 per share or no share repurchases.
Why it matters: Q2 outflows eased from $8.4B to $5.6B, but quality-focused equity funds still lost assets. Further improvement would support the asset growth goal.
Watch forQ3 net outflows are less than $5.6B, with positive flows in ETFs or wealth management.
Also watch forQ3 net outflows top $5.6B, or outflows from quality-focused equity funds grow.
Why it matters: Virtus closed its $200M Keystone deal in March. Q2 included a full quarter of Keystone costs, but the releases give little detail on its gains.
Watch forA later results report shows growth in Keystone assets or revenue. Adjusted operating costs stay near or below Q2's $135.7M.
Also watch forAdjusted costs top $135.7M, with no gains in Keystone assets or revenue.
Why it matters: The sector growth trend is easing, though it remains in a growth phase. A drop below its median would add pressure to Virtus's asset and fee growth.
Worry ifThe next sector update shows revenue growth below its median, matching the stated risk signal.
Less concerning ifThe next sector update shows revenue growth at or above its median, with the easing trend no longer reported.
Deepest peak-to-trough drop in the last year.
| Measure | Value | Meaning |
|---|---|---|
| Typical day | ±$128 on $10,000 · ±1.3% | How much price usually moves either way. |
| Bad day | $374 loss on $10,000 · 3.7% | A larger daily loss that occurred about once in every 20 trading days. |
| Largest peak-to-trough drop in the past year | $3,198 loss on $10,000 · 32.0% | 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.