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Virtus Investment Partners Inc
VRTS | US
146.57
USD-2.28
-1.53%
VRTS | US
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About Virtus Investment Partners Inc
Sector
Financial Services
Industry
Asset Management
Earnings date
30/06/2024
As of date
05/06/2026
Close
146.57
Open
149.08
High
149.86
Low
146.02
Virtus Investment Partners Inc. is a publicly owned investment manager. The firm primarily provides its services to individual and institutional clients. It launches separate client focused equity and fixed income portfolios. The firm launches equity fixed income and balanced mutual funds for its clients. It invests in the public equity fixed income and real estate markets. The firm also invests in exchange traded funds. It employs a multi manager approach for its products. The firm employs quantitative analysis to make its investments. It benchmarks the performance of its portfolios against the S&P 500 Index. The firm conducts in-house research to make its investments. Virtus Investment Partners Inc. was founded in 1988 and is based in Hartford Connecticut.
View LessVRTS | US
Risk
39.6
Sharpe
-0.43
Luna's Score
42/100
Recommendation
Sell
Luna says (VRTS | US)
What's Working
Good Dividend Yield (2% <= Dividend Yield <= 8%)
Value Stock (Price to Book < 3)
What's not Working
High Short-term Volatility
Smallcap (300M - 2B USD)
High Market Beta (> 0.8)
High Debt to Equity (> 0.75)
High Debt to Asset (> 0.45)
Weak Sharpe Ratio (< 0.3)
Volatility Signals
Bullish: Stable Volatility (6-month <= 1-month volatility) is positive for the stock performance.
Risk Meter
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10 days
40.9%1 month
39.6%3 months
37.9%6 months
36.7%Returns
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Fundamental Ratios
PE
14.99
Fwd. PE
7.66
Price to book
1.83
Debt to equity
2.58
Debt to assets
0.61
Ent. to EBITDA
7.83
Ent. to rev.
3.96
PEG
0.62
Other Fundamentals
EBITDA
231.16M
MarketCap
1.04B
MarketCap(USD)
1.04B
Div. yield
4.02
Op. margin
18.54
Erngs. growth
-40.70
Rev. growth
5.10
Ret. on equity
14.28
Short ratio
2.25
Short perc.
1.54
Market Sentiment (SMA and Price signals)
Short-term: Bullish (SMA10D > SMA1M)
Intermediate-term: Bullish (SMA1M > SMA3M)
Long-term: Bearish (SMA6M < SMA12M)
SMAs: Stock Price Trends
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Range10D
11.22
Range1M
17.86
Range3M
28.25
Volumes: Market Activity
Volume Averages
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Rel. volume
0.78
Price X volume
11.63M
Peers
Diversifiers
Industry Comparison
| Parameter | Company | Industry | Indicator |
|---|---|---|---|
| Enterprise to EBITDA | 7.83 | 332.92 | Cheaper |
| Ent. to Revenue | 3.96 | 18.60 | Cheaper |
| PE Ratio | 14.99 | 20.20 | Cheaper |
| Price to Book | 1.83 | 2.63 | Cheaper |
| Dividend Yield | 4.02 | 7.25 | Poor |
| Std. Deviation (3M) | 37.87 | 21.97 | Riskier |
| Debt to Equity | 2.58 | 50.50 | Cheaper |
| Debt to Assets | 0.61 | 44.08 | Cheaper |
| Market Cap | 1.04B | 8.59B | Emerging |
