Stock Ratings / Financials / VRTS / dividends

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Virtus Investment Partners Inc. (VRTS) Dividend Safety Gauge & 10-Year DRIP Compounder

$124.97 +1.54% NYSE • Live Quote vs Prior Daily Close (Synced Snapshot) EXT / AFTER-HRS: $125.08

Virtus Investment Partners Inc. (VRTS) carries a Roarable Rating of D (Sell) with 49/100 RQD Confidence due to weak cash-flow efficiency and sensitivity to current interest rates. Wait for business cash flow and institutional buying to improve before committing fresh capital.

📊 Historical Track Record Warning: Scores below 50 (49/100 · D) historically underperformed SPY in 71% of rolling 90-day windows →

ROARABLE D • SELL / AVOID Cap $827.6M

📤 Share Live RQD Speedometer Card: 𝕏 Post Reddit StockTwits ⬇ Live SVG Card

INTERACTIVE SCENARIO DECK:

🛡️ Portfolio Crash X-Ray

EXT / AFTER-HRS: $125.08 (+0.09%)🧬 Disciplined Float (+1.08% YoY Shares)⚙️ Cash Engine: 7/20 (D-) • 0% FCF Margin

Verify 90D Bucket Audit →

📊 Historical Track Record Warning: Scores below 50 (49/100 · D) historically underperformed SPY in 71% of rolling 90-day windows (-5.4% avg 90D alpha vs SPY • 29.0% hit rate).

Audit Bucket Track Record →

RQD QUANT TACHOMETERSELL / AVOID • D

2-of-3 JEV AI Jury Bearish Warning

Cash

SEC

Whale

Impersonal quantitative research (0–100 RQD rubric) — not individualized investment advice. Past performance does not guarantee future results. Full Disclaimer

5-PILLAR SNOWFLAKE RADARRw D · Rk D+

Each axis scored 0–20

12M PRICE TARGET CONE-4% Base Target

WHALE OPTIONS SNAPSHOT: — (No Active Options Snapshot on file for VRTS)Realized 20D OHLCV Swing Band: ±6.8%

Deterministic 5-Pillar Attribution (49/100 Composite)

🔍 WHY VRTS SCORES 49/100 (D) — TOP 3 DRIVERS2 Bullish Pillars + #1 Risk Drag

▲ #1 Bullish Driver: Whale & Options Positioning+12/20 pts (24% of score)

20D Institutional Volume Accumulation (±6.8% realized swing band)

▲ #2 Bullish Driver: Macro Regime Fit+12/20 pts (24% of score)

FRED Regime × Technicals: 14% of 52W Range • RSI-14 at 35.3 (NEUTRAL RANGE)

▼ #1 Drag / Risk Factor: Cash Engine Quality7/20 pts (-13 pt drag)

Capital intensity & 19.8% operating margin leave 13 pts on the table

📈 PAST 4 QUARTERS RQD vs SUBSEQUENT RETURNQ1 → Q2 → Q3 → Current

Q1 (-3Q)

Grade C$131.22-6.3% Next Q

Q2 (-2Q)

Grade C-$122.93-2.9% Next Q

Q3 (-1Q)

Grade C-$119.31+4.7% Next Q

Current

Grade D$124.97-5.4% Hist 90D α

Trajectory: C (57) → D (49)Full Audit →

⚔️ ADVERSARIAL OPPOSING CASE & FORENSIC KILL-SWITCH (WHY THE BULL/BEAR THESIS COULD FAIL)CONTRARIAN TURNAROUND & SHORT-SQUEEZE DOSSIER

⚔️ Adversarial Opposing Case: What Could Spark a VRTS Turnaround Squeeze

Gideon Ashmere Forensic Desk →

While VRTS currently carries a cautious 49/100 (D) rating due to Cash Engine Quality (7/20), shorts face asymmetric squeeze risk if free cash flow inflects or management executes accretive buybacks.

🚀 Contrarian Squeeze Trigger #1

Established market leader in Financials with deep daily trading liquidity.

🚀 Contrarian Squeeze Trigger #2

Options & Short-Covering Gamma: Reclaiming the 50-day SMA ($137.60) and Max Pain ($131.22) forces dealer call-delta covering toward $184.44.

🚀 Contrarian Squeeze Trigger #3

Forensic Repair Trigger: Halting share dilution (Disciplined Float (+1.08% YoY Shares)) or retiring high-cost debt immediately upgrades the SEC 10-K Forensic pillar.

🎲 LIVE PREDICTION MARKET ODDS TIED TO $VRTS• $2.4M Crowd Pool • Kalshi / Polymarket Composite

Contract: “VRTS Beats Next Quarter EPS Consensus (Dec 30, 2026) & Holds Above 200D SMA”

YES 49%NO 51%Trade / Inspect Odds →

CASH DIVIDEND + BUYBACK YIELD

8.41% Total Yield

7.81% Cash ($9.76/yr) + 0.6% Buybacks

PAYOUT SAFETY SPEEDOMETER

41/100 • ELEVATED PAYOUT WATCH

FREE CASH FLOW PAYOUT RATIO

96% of FCF

8 consecutive years of payout growth

INTERACTIVE DRIP & SHAREHOLDER-YIELD COMPOUNDER (11.9% EST. ANNUAL)

$10,000 Compounded Over 10 Years → $30,782

Est. Year-10 Shareholder Yield: $2,589/yr

Starting Investment: $10,000

Compounding Horizon: 10 Years

$11.2K

Yr 1

$12.5K

Yr 2

$14.0K

Yr 3

$15.7K

Yr 4

$17.5K

Yr 5

$19.6K

Yr 6

$22.0K

Yr 7

$24.6K

Yr 8

$27.5K

Yr 9

$30.8K

Yr 10

ON-DEMAND RQD QUANT WORKSHOP • SPONSORED / PARTNER SPOTLIGHTHosted by Perry Belcher & Roarable Forensic Quant Desk

Red-Light Warning Desk: Spotting SEC Cash-Flow & Dilution Risks Before Downgrades (Featuring VRTS)

✓Walkthrough of VRTS's RQD Radar, SEC cash-conversion gap & downside invalidation levels
✓3 asymmetric Bear/Hedge frameworks when 10-year Treasury yields stay elevated
✓Includes nightly RQD rating-change & forensic signal email alerts on your tracked stocks

RQD INSIDER CLUB WAITLIST$49/YR PLANNED

Want Custom AI PineScript / Python Indicators & Priority Rating-Change Alerts?

Join Founding VIP Waitlist (No Card Required) →$100K Arena

VRTS // CANDLESTICK & AUTO-TRENDLINE WORKSTATION6M: -14.14%📐 HORIZONTAL RANGE

2026-10-30O $121.4H $125.0L $116.7C $125.0VOL 129.0K

RES: $172.3SUP: $116.2SMA50: $137.6SMA200: $144.9

PRIMARY-SOURCE FORENSICS, SECOND-ORDER LINKS & AI ANALYST DESK

VRTS Dilution Monitor, Expectations Hurdle, Butterfly Connections & Policy Exposure

🦋 VRTS Butterfly Map → + Track VRTS →

Share Count & Dilution Monitor (#25)

Multi-year comparable XBRL diluted share count not disclosed (ETF or recent listing).

Reverse-DCF Expectations Hurdle (#30)

-10.5%/yr Implied 5Y Growth

vs. -6.0% actual YoY revenue growth (assuming 9.25% cost of equity & 16.5x terminal multiple).

Ellis Vennor Setup Ledger (#33)

No active Ellis Vennor swing setup published on VRTS today. View full Setup Ledger →

🦋 Documented & Second-Order Butterfly Connections Open Graph →

No direct multi-tier Butterfly edges indexed yet for VRTS. Explore sector supply chains on /butterfly.

AI Analyst Theses, Washington Policy & Company Video

🎬 No recent verified company-specific video clip queued for VRTS today (we never pad ticker pages with unrelated generic clips). Browse Macro Video Desk →

DETERMINISTIC MULTI-FACTOR EQUITY AUDIT • SEC EDGAR XBRL × RQD PEER BENCHMARK

📊 Quantitative Sector Peer Comparison, SEC Filing Delta & Investment FAQ (VRTS)

Financials Rank #868 of 1096 ⚔️ ABX vs VRTS Full Matrix →

1. Head-to-Head Financials Peer Comparison (VRTS vs. ABX, FMN, NIE, GSBD)

Industry: Investment Managers (79 Tracked Issuers)

Across 1096 tracked Financials securities in the Roarable RQD universe, Virtus Investment Partners Inc. (VRTS) ranks #868 by composite RQD confidence (49/100, grade D) and #595 by equity capitalization ($827.6M). Within this direct 5-issuer industry benchmark cohort, VRTS leads on earnings valuation at 6.1x trailing P/E, while VRTS leads on capital efficiency and profitability with 14.3% ROIC and — gross margin. GSBD currently holds the highest overall quantitative score in the immediate peer group at 63/100 (C) compared with VRTS at 49/100 (D).

Ticker / Company	Roarable Grade	RQD Score	Trailing P/E	Gross Margin	ROIC	1D Change	Market Cap	Head-to-Head
VRTS ACTIVE Virtus Investment Partners Inc.	D	49/100	6.1x	—	14.3%	+1.54%	$827.6M	Benchmark Subject
ABX Abacus Global Management Inc. (Class A)	D	50/100	23.1x	—	10.4%	+2.26%	$842.0M	/abx-vs-vrts →
FMN Federated Hermes Premier Municipal Income Fund	C-	59/100	—	—	—	+0.58%	$903.1M	/fmn-vs-vrts →
NIE Virtus Equity & Convertible Income Fund of	D	51/100	—	—	—	-0.93%	$679.4M	/nie-vs-vrts →
GSBD Goldman Sachs BDC Inc.	C	63/100	8.6x	—	8.4%	+2.26%	$1.02B	/gsbd-vs-vrts →

2. Multi-Year SEC XBRL Revenue, Cash Flow & Balance-Sheet Trajectory (FY2023–FY2025)

SEC EDGAR 10-K • FILED 2025-12-31 • CIK 0000883237

In its most recent audited fiscal period (FY2025, filed 2025-12-31), Virtus Investment Partners Inc. (VRTS) reported GAAP revenue of $852.9M (-6.0% vs. FY2024 revenue of $906.9M , and +0.9% cumulative change since FY2023) , GAAP net income of $136.0M, operating cash flow of -$67.2M, and free cash flow of -$74.1M (-1837.5% YoY). On the balance sheet, VRTS closed FY2025 with $4.29B in total assets against $0 in total debt (Altman Z-Score: N/A, Piotroski F-Score: 1/9).

Fiscal Period	Filing Date	Revenue	Net Income	Operating Cash Flow	Free Cash Flow	Total Assets	Total Debt
FY2025 (FY)	2025-12-31	$852.9M	$136.0M	-$67.2M	-$74.1M	$4.29B	—
FY2024 (FY)	2024-12-31	$906.9M	$152.5M	$1.8M	-$3.8M	$3.99B	—
FY2023 (FY)	2023-12-31	$845.3M	$141.5M	$237.2M	$237.2M	—	—

3. VRTS Data-Verified Investor FAQ (RQD Rating, Sector Peers, SEC Forensics & Technicals)

✓ SCHEMA.ORG FAQPAGE JSON-LD ENABLED

Is VRTS stock a Buy, Hold, or Sell right now according to Roarable's RQD model?

As of 2026-11-01, Virtus Investment Partners Inc. (NYSE: VRTS) is rated D (Sell / SELL) by Roarable's 5-pillar RQD engine with a composite confidence score of 49/100 at a spot price of $124.97 (+1.54% 1D, market cap $827.6M). Pillar breakdown: Fundamental Cash Engine 7/20, Institutional 13F & Options Flow 12/20, Executive Insider Alignment 10/20, FRED Macro Regime Fit 12/20, and SEC Balance-Sheet Forensics 8/20. Across 1096 tracked Financials issuers, VRTS ranks #868 in composite RQD confidence.

How does VRTS compare to ABX and FMN in the Financials sector?

Within the Financials sector (Investment Managers), VRTS carries a Roarable D (49/100 RQD), trailing P/E of 6.1x, gross margin of —, and ROIC of 14.3%. By comparison, ABX (Abacus Global Management Inc. (Class A)) holds a D grade (50/100 RQD, P/E 23.1x, ROIC 10.4%, cap $842.0M) and FMN (Federated Hermes Premier Municipal Income Fund) posts a C- grade (59/100 RQD, P/E N/A, ROIC —, cap $903.1M). Among the 5-stock peer group, VRTS leads on earnings multiple (6.1x) while VRTS leads on capital efficiency (14.3% ROIC).

What are the biggest fundamental strengths and SEC risk factors for VRTS?

Per VRTS's SEC EDGAR XBRL 10-K filing (FY2025, filed 2025-12-31, CIK 0000883237), Virtus Investment Partners Inc. generated $852.9M in revenue (-6.0% YoY), $136.0M in net income, and -$74.1M in free cash flow against $4.29B in total assets and $0 in total debt. Key quantitative strengths: Established market leader in Financials with deep daily trading liquidity.. Primary risk factors monitored: Company executives have done more routine share selling than personal cash buying lately.. Institutional options positioning shows a 50% call / 50% put premium split.

Where is VRTS trading relative to its 50-day, 200-day, and 52-week technical levels?

VRTS last traded at $124.97 (+1.54% on volume of 117,813 shares), positioning the stock -9.18% below its 50-day simple moving average ($137.60) and -13.77% below its 200-day simple moving average ($144.93). Across its 52-week range of $116.71 to $175.66, VRTS sits at the 14.0% percentile with a 14-day RSI of 35.3 (NEUTRAL RANGE) and an implied next-earnings move of ±6.8% ($116.47 to $133.47).

VRTS Investor FAQ & Complete 8-Part Research Index

100% OPEN ACCESS • SEC EDGAR × CBOE × FRED

Does VRTS pay a dividend and is it safe?

Virtus Investment Partners Inc. (VRTS) offers a 7.81% cash dividend yield ($9.76 annualized) and 8.41% total shareholder yield including buybacks. Roarable rates its payout coverage as ELEVATED PAYOUT WATCH.

Direct Sub-Reports: VRTS RQD Cockpit VRTS 12M Forecast VRTS Earnings & Move VRTS Dividends & DRIP VRTS Insiders & 13F VRTS Whale Options VRTS Profit Sankey VRTS News & Why