NASDAQ · Asset Management

VRTS (VRTS) Stock

$167.79 -1.91% NASDAQ: VRTS Financial Services

Valuation

MetricValue
Price$167.79
Market Cap$1.12B
P/E Ratio6.81
P/B Ratio0.97
P/S Ratio1.17
EPS (TTM)$19.97
52-Week High$215.06
52-Week Low$121.61
Dividend Yield6.73%

Financials & Margins

MetricValue
ROE14.78%
ROA3.22%
ROCE13.97%
Gross Margin17.45%
Operating Margin17.45%
Net Margin14.61%
Debt/Equity3.10
Current Ratio3.80

Annual Financials (USD)

Metric20212022202320242025
Revenue$975.0M$882.0M$841.0M$903.0M$831.0M
Operating Profit$325.0M$197.0M$151.0M$182.0M$145.0M
Net Profit$208.0M$118.0M$131.0M$122.0M$138.0M
EPS$26.01$15.50$17.71$16.89$19.97
Op Margin33.4%22.4%18.0%20.2%17.4%

Balance Sheet (USD)

Metric20212022202320242025
Total Assets$3.9B$4.0B$3.7B$4.0B$4.3B
Total Liabilities$3.0B$3.0B$2.7B$3.0B$3.3B
Cash$586.0M$589.0M$340.0M$400.0M$477.0M
Borrowings$2.3B$2.3B$2.3B$2.5B$2.8B

Latest News

VPFF: Virtus’s Latest Income Play Charges 0.80% to Beat Preferred Stock Indexes 24/7 Wall St. · Jul 22, 2026 VRTS: Raising target price to $172.00 Argus Research · Jul 22, 2026 All You Need to Know About Virtus (VRTS) Rating Upgrade to Buy Zacks · Jul 20, 2026 Virtus Investment Partners to Announce Second Quarter 2026 Financial Results on Thursday, July 30 Business Wire · Jul 13, 2026 Virtus Investment Partners June Preliminary AUM Falls From May MT Newswires · Jul 13, 2026

Cash Flow (USD)

Metric20212022202320242025
Operating Cash Flow$666.0M$133.0M$237.0M$2.0M$-67.0M
Investing Cash Flow$-181.0M$-34.0M$-139.0M$-23.0M$-54.0M
Financing Cash Flow$-87.0M$-156.0M$-101.0M$-77.0M$-105.0M
Net Cash Flow$246.0M$3.0M$-248.0M$59.0M$78.0M
Free Cash Flow$660.0M$126.0M$228.0M$-4.0M$-74.0M

Valuation & Return Ratios

MetricValue
PEG Ratio—
EV / EBITDA15.98
FCF Yield-2.87%
Quick Ratio3.80
Interest Coverage0.90
Return 1Y-19.30%
Return 3Y-14.53%
Return 5Y-26.43%

Ownership

Insiders Held6.59%
Institutions Held90.25%
Institutions Float Held96.62%

Peer Comparison

TickerPriceChangeP/EMarket CapDiv Yield
ASA $49.96 -2.43% 1.74 $938.55M 0.12%
BCSF $12.94 +1.89% 8.63 $839.40M 14.51%
CSWC $23.59 -0.08% 12.23 $1.47B 12.86%
FSCOFS Credit Opportunities Corp. $5.01 -0.40% 6.59 $1.01B 14.31%
GSBD $8.95 +1.53% 8.56 $1.01B 19.62%

About VRTS

VRTS is led by CEO Richard William Smirl, employs 805 people, headquartered in US, publicly traded since 2009.

VRTS stock trades at $167.79 with a market capitalization of $1.12B. The stock is valued at a price-to-earnings (P/E) ratio of 6.81, price-to-book of 0.97, price-to-sales of 1.17. Over the past 52 weeks the stock has ranged between $121.61 and $215.06, and currently trades 22.0% below its 52-week high. It pays a dividend yielding 6.73%.

On profitability, VRTS generates a return on equity (ROE) of 14.78%, above the typical market average, return on capital employed of 13.97%, an operating margin of 17.45%, a net profit margin of 14.61%.

Related Financial Services Stocks

BRK.A Insurance - Diversified $733370.00 +0.00% BRK.B FIRE, MARINE & CASUALTY INSURANCE $482.70 +0.00% JPM Banks - Diversified $357.52 +0.34% V Financial - Credit Services $362.50 -2.15% MA Financial - Credit Services $562.95 -2.26% BAC Banks - Diversified $63.17 +0.27% HSBC Banks - Diversified $102.60 -1.06% MS Financial - Capital Markets $203.19 -3.97% GS Financial - Capital Markets $980.75 -5.09% RY Banks - Diversified $206.45 -2.79% WFC Banks - Diversified $83.87 -3.45% MUFG Banks - Diversified $21.94 -2.18%

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