Virtus Investment Partners, Inc. VRTS | NYSE
$124.82
$1.92 | 1.56%
TREND SIGNAL:
|2026-09-02
|2026-09-02
Next Earnings: Oct 23, 2026
Company Overview:
Market Cap:
$813.93M
Trailing PE:
7.1x
FWD PE *:
5.3x
Payout Ratio (TTM):
56.7%
52-Week Range:
$120.18 - $192.00
* Forward PE is based on street estimates.
7.4 Year VRTS Performance Metrics:
Total Return (with DRIP):
38.8% (4.53% CAGR)
Total Return (no DRIP):
47.9% (5.43% CAGR)
Share Price:
8.6% (1.12% CAGR)
Yield on Cost (with DRIP):
10.67%
Total Invested:
$10,000
Total Value (with DRIP):
$13,877
Total Return $ (with DRIP):
$3,877
Dividend Increase:
336.4% (22.52% CAGR)
Dividend Yield (FWD):
7.69% ($9.60)
VRTS 7.4-yr Total Return ($10K invested)
1M
3M
6M
YTD
1Y
3Y
5Y
10Y
VRTS Share Price
1M
3M
6M
YTD
1Y
3Y
5Y
10Y
All
VRTS Price CAGR:1Y: -31.83%2Y: -25.17%5Y: -17.25%10Y: 1.12%
VRTS Dividend Charts
VRTS Dividend CAGR:1Y: 2.08%2Y: 4.35%5Y: 10.31%10Y: 18.47%
VRTS Dividend Payout Ratio CAGR:1Y: -2.38%2Y: -31.46%5Y: 28.19%10Y: -2.32%
VRTS Dividend to FCF Ratio CAGR:1Y: 35.96%2Y: 20.64%5Y: 30.70%10Y: 21.46%
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VRTS Financials: Earnings, Revenue, Cash Flow, Ebitda, Cash/Debt, Shares Float, etc:
VRTS Revenue CAGR:1Y: -4.56%2Y: -5.39%5Y: -3.81%10Y: 9.61%
VRTS EPS CAGR:1Y: 9.51%2Y: 65.80%5Y: -3.20%10Y: 21.28%
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VRTS Net Income CAGR:1Y: 5.27%2Y: 59.14%5Y: -6.66%10Y: 18.62%
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VRTS EBITDA CAGR:1Y: -14.06%2Y: -4.97%5Y: -5.04%10Y: 20.25%
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VRTS Free Cash Flow CAGR:1Y: -24.42%2Y: -9.60%5Y: -8.46%10Y: -4.60%
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VRTS Free Cash Flow / Share CAGR:1Y: -21.87%2Y: -6.62%5Y: -5.82%10Y: -2.66%
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VRTS Operating Income CAGR:1Y: -47.49%2Y: -26.71%5Y: -22.77%10Y: 10.51%
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VRTS Gross Profit CAGR:1Y: -12.55%2Y: -9.00%5Y: -8.88%10Y: 7.61%
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VRTS Shares Outstanding CAGR:1Y: -3.13%2Y: -3.26%5Y: -3.28%10Y: -2.02%
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VRTS Share Buybacks CAGR:1Y: -65.11%2Y: -8.49%5Y: 6.89%10Y: -13.91%
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VRTS Stock-Based Comp CAGR:1Y: 60.52%2Y: 9.06%5Y: 6.85%10Y: 12.43%
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VRTS Expenses CAGR:1Y: -13.87%2Y: 0.26%5Y: -5.55%10Y: 10.28%
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VRTS Revenue CAGR:1Y: -4.56%2Y: -5.39%5Y: -3.81%10Y: 9.61%
Revenue, EPS, Net Income & Ebitda - Estimates VS Actual:
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VRTS Actual Revenue CAGR:1Y: -4.56%2Y: -5.39%5Y: -3.81%10Y: 9.61%
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VRTS Actual EPS CAGR:1Y: 9.51%2Y: 65.80%5Y: -3.20%10Y: 21.28%
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VRTS Actual Net Income CAGR:1Y: 5.27%2Y: 59.14%5Y: -6.66%10Y: 18.62%
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VRTS Actual EBITDA CAGR:1Y: -14.06%2Y: -4.97%5Y: -5.04%10Y: 20.25%
Ratios, Profit Margins & Return on Capital:
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VRTS Net Profit Margin CAGR:1Y: 31.83%2Y: 83.85%5Y: 0.56%10Y: 10.16%
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VRTS Gross Profit Margin CAGR:1Y: 27.01%2Y: 13.25%5Y: 1.12%10Y: 1.44%
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VRTS Price to Earnings CAGR:1Y: -28.01%2Y: -51.56%5Y: -9.02%10Y: -11.51%
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VRTS Price To Sales Ratio CAGR:1Y: -4.13%2Y: -10.23%5Y: -8.23%10Y: -2.37%
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VRTS Return on Capital Employed CAGR:1Y: -32.70%2Y: -17.60%5Y: -18.98%10Y: -2.07%
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VRTS Return on Invested Capital CAGR:1Y: -26.92%2Y: -8.93%5Y: -19.62%10Y: 0.99%
VRTS Dividends Info:
Annual Dividend:
$9.8
Forward Yield:
7.85%
Ex-Dividend Date:
2026-10-30
Lifetime Dividends / Share:
$57.06
VRTS Dividend History: Dates, Payments & Yield list
Below is a schedule of all VRTS dividend payments, ex-dates, share price on the day of the payment as well as the annualized yield & forward yield
| Ex-Date | Payment Date | Amount | Yield | Forward Yield | Price on Ex-Date |
|---|---|---|---|---|---|
| 10/30/2026 | 11/13/2026 | $2.450 | 7.66% | 0% | $0.00 |
| 07/31/2026 | 08/03/2026 | $2.400 | 6.02% | 5.67% | $169.36 |
| 04/30/2026 | 05/04/2026 | $2.400 | 6.6% | 6.88% | $139.48 |
| 01/30/2026 | 02/02/2026 | $2.400 | 5.88% | 5.91% | $162.32 |
| 10/31/2025 | 11/03/2025 | $2.400 | 5.9% | 5.99% | $160.33 |
| 07/31/2025 | 08/04/2025 | $2.250 | 4.66% | 4.7% | $191.62 |
| 04/30/2025 | 05/02/2025 | $2.250 | 5.86% | 5.65% | $159.23 |
| 01/31/2025 | 02/03/2025 | $2.250 | 4.51% | 4.58% | $196.52 |
| 10/31/2024 | 11/04/2024 | $2.250 | 4.16% | 4.18% | $215.45 |
| 07/31/2024 | 08/02/2024 | $1.900 | 3.36% | 3.67% | $207.23 |
| 04/29/2024 | 05/01/2024 | $1.900 | 3.42% | 3.46% | $219.90 |
| 01/30/2024 | 02/01/2024 | $1.900 | 3.13% | 3.18% | $239.21 |
| 10/30/2023 | 11/01/2023 | $1.900 | 4.23% | 4.07% | $186.93 |
| 07/28/2023 | 07/31/2023 | $1.650 | 3.27% | 3.21% | $205.73 |
| 04/27/2023 | 05/01/2023 | $1.650 | 3.71% | 3.75% | $176.09 |
| 01/30/2023 | 02/01/2023 | $1.650 | 3.16% | 2.98% | $221.77 |
| 10/28/2022 | 11/15/2022 | $1.650 | 3.77% | 3.41% | $193.27 |
| 07/28/2022 | 08/15/2022 | $1.500 | 2.96% | 2.72% | $220.97 |
| 04/28/2022 | 05/13/2022 | $1.500 | 3.26% | 3.47% | $172.91 |
| 01/27/2022 | 02/11/2022 | $1.500 | 2.45% | 2.34% | $256.24 |
| 10/28/2021 | 11/12/2021 | $1.500 | 1.93% | 1.8% | $333.46 |
| 07/29/2021 | 08/13/2021 | $0.820 | 1.2% | 1.05% | $313.09 |
| 04/29/2021 | 05/14/2021 | $0.820 | 1.19% | 1.22% | $268.04 |
| 01/28/2021 | 02/12/2021 | $0.820 | 1.51% | 1.27% | $257.94 |
| 10/29/2020 | 11/13/2020 | $0.820 | 2.07% | 1.8% | $181.78 |
| 07/30/2020 | 08/14/2020 | $0.670 | 1.97% | 1.88% | $142.62 |
| 04/29/2020 | 05/15/2020 | $0.670 | 3.12% | 3.3% | $81.20 |
| 01/30/2020 | 02/17/2020 | $0.670 | 2.12% | 1.99% | $134.72 |
| 10/30/2019 | 11/15/2019 | $0.670 | 2.46% | 2.29% | $117.16 |
| 07/30/2019 | 08/15/2019 | $0.550 | 2.01% | 2.29% | $95.96 |
| 04/29/2019 | 05/15/2019 | $0.550 | 0% | 1.87% | $117.78 |
| 01/30/2019 | 02/15/2019 | $0.550 | 0% | 1.91% | $114.94 |
| 10/30/2018 | 11/15/2018 | $0.550 | 0% | 1.91% | $114.94 |
| 07/30/2018 | 08/15/2018 | $0.450 | 0% | 1.57% | $114.94 |
| 04/27/2018 | 05/15/2018 | $0.450 | 0% | 1.57% | $114.94 |
| 01/30/2018 | 02/15/2018 | $0.450 | 0% | 1.57% | $114.94 |
| 10/30/2017 | 11/15/2017 | $0.450 | 0% | 1.57% | $114.94 |
| 07/27/2017 | 08/14/2017 | $0.450 | 0% | 1.57% | $114.94 |
| 04/26/2017 | 05/10/2017 | $0.450 | 0% | 1.57% | $114.94 |
| 01/27/2017 | 02/10/2017 | $0.450 | 0% | 1.57% | $114.94 |
| 10/27/2016 | 11/11/2016 | $0.450 | 0% | 1.57% | $114.94 |
| 07/27/2016 | 08/12/2016 | $0.450 | 0% | 1.57% | $114.94 |
| 04/27/2016 | 05/13/2016 | $0.450 | 0% | 1.57% | $114.94 |
| 01/27/2016 | 02/12/2016 | $0.450 | 0% | 1.57% | $114.94 |
| 10/28/2015 | 11/13/2015 | $0.450 | 0% | 1.57% | $114.94 |
| 07/29/2015 | 08/14/2015 | $0.450 | 0% | 1.57% | $114.94 |
| 04/28/2015 | 05/13/2015 | $0.450 | 0% | 1.57% | $114.94 |
| 01/28/2015 | 02/13/2015 | $0.450 | 0% | 1.57% | $114.94 |
| 10/29/2014 | 11/14/2014 | $0.450 | 0% | 1.57% | $114.94 |
| 07/29/2014 | 08/14/2014 | $0.450 | 0% | 1.57% | $114.94 |
Projected Future Returns & Dividends for VRTS
Based on past 7.4-year performance, here are VRTS growth metrics:
Share price CAGR of +1.12%
Dividend CAGR of +18.47%
Using VRTS CAGR metrics, we can estimate that your initial $10000 investment, over the next 10 years, should grow as follows:
| VRTS (DRIP) | VRTS - No DRIP | |
|---|---|---|
| Current Price | $124.82 | $124.82 |
| Start Shares | 80.12 | 80.12 |
| Start Value | $10,000 | $10,000 |
| After 10 years: | ||
| Final Share Count | 445.11 | 80.12 |
| Dividends Payment | $12.83 | $12.83 |
| Annual Dividends | $22,851 | $4,113 |
| Yield on cost | 228.51% | 41.13% |
| Share Price | $139.53 | $139.53 |
| Total Dividends | $49,215 | $18,760 |
| Final Value | $62,108 | $29,939 |
Estimated Future Value + Dividends - VRTS
NOTE: Above numbers are our estimate based on VRTS's Dividend and Price CAGR over past 7.4 years.
These numbers should only be considered as "potential future returns"! DRIP assumes reinvesting dividends; No-DRIP assumes collecting dividends as cash.
We cannot guarantee that your actual returns will meet these estimates.
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Company Info
Virtus Investment Partners, Inc. (VRTS) had its IPO on 2009-01-02, and is traded on NYSE stock exchange.
Virtus Investment Partners, Inc., a publicly traded investment management firm, caters to both individual and institutional clients. The company develops tailored equity and fixed-income portfolios, alongside offering a diverse range of mutual funds encompassing equity, fixed-income, and balanced strategies, as well as exchange-traded funds. It strategically deploys capital across public equity, fixed-income, and real estate markets. Investment decisions are guided by a multi-manager framework, rigorous quantitative analysis, and proprietary in-house research. The performance of its portfolios is measured against the S&P 500 Index. Established in 1988, Virtus Investment Partners, Inc. maintains its corporate headquarters in Hartford, Connecticut.
VRTS website: https://www.virtus.com
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DCF Model — VRTS
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vs current price $124.82
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Cash flow & implied price by year
FCF is negative or missing for this company (common for banks) — the model discounts EPS instead.
EPS is negative or missing for this company — Simple mode uses free cash flow per share instead.
Free cash flow today
—
grows for the next years
Then mature
—
every future dollar counted back to today
Pile of today-dollars
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÷ shares
Implied price path
| Year | FCF | Implied price |
|---|
Sensitivity — fair value: growth ↓ × target return →
