Virtus Investment Partners Inc. (VRTS) carries a Roarable Rating of E (Strong Sell) with 31/100 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 2026-11-03, Virtus Investment Partners Inc. (NYSE: VRTS) is rated E (Strong Sell / SELL) by Roarable's 5-pillar RQD engine with a composite confidence score of 31/100 at a spot price of $121.43 (+2.71% 1D, market cap $783.0M). Pillar breakdown: Fundamental Cash Engine 7/20, Institutional 13F & Options Flow 3/20, SEC Balance-Sheet Forensics 10/20, FRED Macro Regime Fit 3/20, and Executive Insider Alignment 8/20. Across 1097 tracked Financials issuers, VRTS ranks #1011 in composite RQD confidence.
Within the Financials sector (Investment Managers), VRTS carries a Roarable E (31/100 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 (41/100 RQD, P/E 23.1x, ROIC 10.4%, cap $828.3M) and FMN (Federated Hermes Premier Municipal Income Fund) posts a D grade (47/100 RQD, P/E N/A, ROIC —, cap $905.7M). 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
Altman Z-Score 3.80 (FORTRESS SAFE (>3.0)) • Piotroski F-Score 1/9
SEC Form 4 / 13F Thermometer: 40% Net Buy • Disciplined Float (+1.08% YoY Shares)
Macro rate sensitivity & RSI-14 (39.4) create a -16 pt regime headwind
While VRTS currently carries a cautious 31/100 (E) rating due to Macro Regime Fit (4/20), 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 ($135.76) and Max Pain ($127.50) 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) surged +2.71% to $121.43, trading at 8% 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.
Yahoo! Finance Canada report covering Virtus Investment Partners Inc. (VRTS) market action, institutional positioning, and fundamental catalysts.
Simply Wall St report covering Virtus Investment Partners Inc. (VRTS) market action, institutional positioning, and fundamental catalysts.
GuruFocus report covering Virtus Investment Partners Inc. (VRTS) market action, institutional positioning, and fundamental catalysts.
Seeking Alpha report covering Virtus Investment Partners Inc. (VRTS) market action, institutional positioning, and fundamental catalysts.
Yahoo Finance report covering Virtus Investment Partners Inc. (VRTS) market action, institutional positioning, and fundamental catalysts.
The Globe and Mail report covering Virtus Investment Partners Inc. (VRTS) market action, institutional positioning, and fundamental catalysts.
MarketBeat report covering Virtus Investment Partners Inc. (VRTS) market action, institutional positioning, and fundamental catalysts.
Yahoo Finance report covering Virtus Investment Partners Inc. (VRTS) market action, institutional positioning, and fundamental catalysts.
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
Apollo Global Management (APO) 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.
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 1097 tracked Financials securities in the Roarable RQD universe, Virtus Investment Partners Inc. (VRTS) ranks #1011 by composite RQD confidence (31/100, grade E) and #601 by equity capitalization ($783.0M). 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. FMN currently holds the highest overall quantitative score in the immediate peer group at 47/100 (D) compared with VRTS at 31/100 (E).
| 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. | E | 31/100 | 6.1x | — | 14.3% | +2.71% | $783.0M | Benchmark Subject |
| ABX Abacus Global Management Inc. (Class A) | D- | 41/100 | 23.1x | — | 10.4% | +2.01% | $828.3M | /abx-vs-vrts → |
| FMN Federated Hermes Premier Municipal Income Fund | D | 47/100 | — | — | — | +0.10% | $905.7M | /fmn-vs-vrts → |
| NIE Virtus Equity & Convertible Income Fund of | D- | 41/100 | — | — | — | -0.54% | $667.8M | /nie-vs-vrts → |
| TBLD Thornburg Income Builder Opportunities Trust | D | 45/100 | — | — | — | +0.83% | $655.8M | /tbld-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 2026-11-03, Virtus Investment Partners Inc. (NYSE: VRTS) is rated E (Strong Sell / SELL) by Roarable's 5-pillar RQD engine with a composite confidence score of 31/100 at a spot price of $121.43 (+2.71% 1D, market cap $783.0M). Pillar breakdown: Fundamental Cash Engine 7/20, Institutional 13F & Options Flow 3/20, SEC Balance-Sheet Forensics 10/20, FRED Macro Regime Fit 3/20, and Executive Insider Alignment 8/20. Across 1097 tracked Financials issuers, VRTS ranks #1011 in composite RQD confidence.
Within the Financials sector (Investment Managers), VRTS carries a Roarable E (31/100 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 (41/100 RQD, P/E 23.1x, ROIC 10.4%, cap $828.3M) and FMN (Federated Hermes Premier Municipal Income Fund) posts a D grade (47/100 RQD, P/E N/A, ROIC —, cap $905.7M). 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 $121.43 (+2.71% on volume of 137,819 shares), positioning the stock -10.56% below its 50-day simple moving average ($135.76) and -15.93% below its 200-day simple moving average ($144.44). Across its 52-week range of $116.71 to $175.66, VRTS sits at the 8.0% percentile with a 14-day RSI of 39.4 (NEUTRAL RANGE) and an implied next-earnings move of ±6.7% ($113.29 to $129.57).
Virtus Investment Partners Inc. (VRTS) earns a live Roarable RQD composite score of 31/100, corresponding to a E letter grade (Roarable Strong Sell) at a spot price of $121.43 (+2.71% 1D, market capitalization $783.0M).
Virtus Investment Partners Inc. (VRTS) is a NYSE-listed issuer...8B.
In its latest audited SEC EDGAR 10-K filing for FY2025 (filed 2025-12-31), Virtus Investment Partners Inc. (VRTS) reported $852.9M in annual revenue (up from $906.9M in FY2024, -6.0% YoY) and $136.0M in GAAP net income. Over the multi-year SEC filing window from FY2023 ($845.3M revenue, $141.5M net income) through FY2025, VRTS scaled operating cash flow to -$67.2M and free cash flow to -$74.1M, backed by $4.29B in total assets against $0 in total debt.
Operating in Investment Managers (Financials), VRTS carries a macro regime beta of 1.00 and gross margin of —.
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Yahoo! Finance Canada report covering Virtus Investment Partners Inc. (VRTS) market action, institutional positioning, and fundamental catalysts.
Simply Wall St report covering Virtus Investment Partners Inc. (VRTS) market action, institutional positioning, and fundamental catalysts.
GuruFocus report covering Virtus Investment Partners Inc. (VRTS) market action, institutional positioning, and fundamental catalysts.
Seeking Alpha report covering Virtus Investment Partners Inc. (VRTS) market action, institutional positioning, and fundamental catalysts.
Yahoo Finance report covering Virtus Investment Partners Inc. (VRTS) market action, institutional positioning, and fundamental catalysts.
The Globe and Mail report covering Virtus Investment Partners Inc. (VRTS) market action, institutional positioning, and fundamental catalysts.
MarketBeat report covering Virtus Investment Partners Inc. (VRTS) market action, institutional positioning, and fundamental catalysts.
Yahoo Finance report covering Virtus Investment Partners Inc. (VRTS) market action, institutional positioning, and fundamental catalysts.
Here is why I am bullish on VRTS here at $118.23: Very low valuation multiples (P/E TTM 6.1, EV/EBITDA 4.7) and a 7.81% dividend yield with 14.3% ROIC.. Compare VRTS's 19.8% operating margin and 14.3% ROIC against the rest of Investment Managers. As long as cash conversion holds up, dips toward $112.32 are getting bought.
@CashFlowKing Agree on the RQD 31/100 quality, though with 1.0 beta I'm scaling in with half-size at $118.23 and keeping dry powder in case we test $109.95.
Negative FCF yield of -8.95% with FY 2025 FCF of -$74.1M and a Piotroski F-Score of 1/9 signal weak cash conversion and forensic risk.. Look at the math on VRTS: paying 6.1x trailing P/E for 14.3% ROIC and 19.8% operating margins leaves zero margin of safety if Investment Managers demand softens. I'd wait for a retest of $104.04 before getting long.
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