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.
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.
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).
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.
Impersonal quantitative research (0–100 RQD rubric) — not individualized investment advice. Past performance does not guarantee future results. Full Disclaimer
20D Institutional Volume Accumulation (±6.8% realized swing band)
FRED Regime × Technicals: 14% of 52W Range • RSI-14 at 35.3 (NEUTRAL RANGE)
Capital intensity & 19.8% operating margin leave 13 pts on the table
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.
Established market leader in Financials with deep daily trading liquidity.
Options & Short-Covering Gamma: Reclaiming the 50-day SMA ($137.60) and Max Pain ($131.22) forces dealer call-delta covering toward $184.44.
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.
Virtus Investment Partners Inc. (VRTS) advanced +1.54% to $124.97, trading at 14% of its 52-week range ($116.71 – $175.66). Stretched risk/reward at 6x P/E (14% return on capital) under elevated 10-year interest-rate pressure.
HARTFORD, Conn., October 28, 2026--Virtus Investment Partners, Inc. (NYSE: VRTS), which operates a multi-boutique asset management business, today announced that it has rescheduled the release of its financial results fo
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Get a weekly summary of dividend activity for Dividend Champions, Contenders, and Challengers, including dividend changes and key ex-dividend dates.
Virtus (VRTS) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Piper Sandler analyst Crispin Love maintains Virtus Inv (NYSE:VRTS) with a Overweight and lowers the price target from $172 to $146.
Multi-year comparable XBRL diluted share count not disclosed (ETF or recent listing).
vs. -6.0% actual YoY revenue growth (assuming 9.25% cost of equity & 16.5x terminal multiple).
No active Ellis Vennor swing setup published on VRTS today. View full Setup Ledger →
No direct multi-tier Butterfly edges indexed yet for VRTS. Explore sector supply chains on /butterfly.
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 → |
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 | — | — |
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.
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).
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.
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).
Why VRTS Stock advanced +1.54% Today — RQD Quant Desk Flash. Stretched risk/reward at 6x P/E (14% return on capital) under elevated 10-year interest-rate pressure.
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