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VRTSVRTSFinancial Services · Asset Management

VRTS Stock Forecast: Virtus Investment Partners, Inc. Price Predictions for 2026-2027

Last close, 29 Oct 2026
$125
+1.54% on the day

The 4 Wall Street analysts covering Virtus Investment Partners, Inc. hold a median 12-month price target of $128 — +2.4% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 40 of 100 as at 29 Oct 2026 — in the lower half.

Market cap
$827.6M
Ticker Nerd rank
40/ 100
Median analyst target
$128
Analysts covering
4
Revenue$199.9M−4.6% y/y
Operating income$23.7M
Net income$44.6M
Free cash flow$56.1M
Quarterly, 8 quarters to 30 June 2026 · latest quarter's figure shown
Total return, dividends reinvested
1W
+2.1%
1M
−4.8%
YTD
−19.8%
1Y
−19.6%
From 52W high
−26.6%
From 52W low
+6.1%
$118
$170
52-week range, adjusted closes · the dot is the last close
Ticker Nerd rank

VRTS stock analysis: one number for the whole business

Consensus tells you what everyone already believes. The model scores Virtus Investment Partners, Inc. on its factor families — the same systematic rank behind the Ticker Nerd portfolio.

Where the model ranks itAs at 29 Oct 2026
40/ 100

Percentile across ~4,600 US stocks on Ticker Nerd’s systematic factor model. Higher is better. How the model is built and tested

Value
85
Volatility
78
Quality
77
Issuance
58
Size
46
Momentum
35
Growth
31
Revisions
30
Accruals
14

Value (85): The shares cost little relative to the profits and assets behind them — which can mean the market is too gloomy, or that the business really is in trouble.

Accruals (14): A large share of reported profit has not shown up as cash, or the balance sheet is expanding quickly — both tend to unwind.

Built and run by Aslam Ghouse, an ex-Goldman Sachs systematic trader with 15+ years in markets.

Wall Street

VRTS stock forecast 2026-2027: analyst price targets & predictions

The bullish and bearish analyst opinions on VRTS, reported as data — targets and ratings, the market's view beside the model's.

Share price and the analyst range, 12 monthsAdjusted close, US dollars
$110$120$130$140$150$160$170Jan 26Apr 26Jul 26Oct 26VRTSHigh $146Median $128Low $117

Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.

Data provided by Twelve Data

What Wall Street says4 analysts
1 Buy1 Hold2 Sell
Low $117Median $128High $146

The green dot is the last close — the median target sits +2.4% from it.

Recent analyst actionsNewest first

Of the 20 most recent actions, 3 moved their price target up and 5 moved it down.

DateFirmActionRatingTarget
19 Oct 2026Piper SandlerMaintainsOverweight$172 → $146
14 Oct 2026BarclaysMaintainsUnderweight$135 → $117
12 Oct 2026TD CowenMaintainsHold$155 → $136
25 Sept 2026Morgan StanleyMaintainsUnderweight—
25 Sept 2026Morgan StanleyMaintainsUnderweight$130 → $120
31 July 2026BarclaysMaintainsUnderweight$141 → $135
31 July 2026BarclaysMaintainsUnderweight—
20 July 2026TD CowenMaintainsHold$136 → $147
20 July 2026TD CowenMaintainsHold—
14 July 2026BarclaysMaintainsUnderweight—
14 July 2026BarclaysMaintainsUnderweight$125 → $141
26 June 2026Morgan StanleyMaintainsUnderweight$112 → $119
26 June 2026Morgan StanleyMaintainsUnderweight—
19 May 2026Morgan StanleyMaintainsUnderweight—
4 May 2026BarclaysMaintainsUnderweight—
4 May 2026Piper SandlerMaintainsOverweight—
4 May 2026TD CowenMaintainsHold—
17 Apr 2026BarclaysMaintainsUnderweight—
1 Apr 2026Morgan StanleyMaintainsUnderweight—
4 Feb 2026Piper SandlerMaintainsOverweight—

Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.

Market Radar

This page is one stock. Monday covers all of them.

VRTS appears in the Radar on the weeks it earns a place.

  • Market Radar, every Monday: the week's biggest rank moves across ~4,600 US stocks, and the reason for each.
  • The AI build-out map, free: every AI company we track, part by part, and one part in full with each verdict.

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The AI build-out map
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  • AI cloud capacity

    MSFTAMZNGOOGLORCL

  • AI chips

    NVDAAVGOAMDMU

  • AI networking and serversIn full

    ANETDELLLITECRDO

  • Data centre power

    VRTCEGGEVVST

Performance

VRTS vs the S&P 500

Both lines are total return — dividends reinvested — so the comparison is honest on both sides.

Over the twelve months to 29 Oct 2026, Virtus Investment Partners, Inc. returned −19.6% against +13.1% for the S&P 500, dividends included.

VRTS vs S&P 500, last 12 monthsTotal return, rebased to 100
708090100110120Jan 26Apr 26Jul 26Oct 26VRTSS&P 500

Download this chart as an image — free to reuse; link this page as the source.

Data provided by Twelve Data

Estimates

VRTS analyst estimate revisions

Not the forecast itself — the direction analysts are revising it. Revision direction is one of the model's factor families.

Which way the estimates are movingNext fiscal year
EPS revision, 90 days
−9.6%
Analysts raising
0
Analysts cutting
0
Fundamentals

Virtus Investment Partners, Inc. (VRTS) financial data

A margin means little on its own. Each bar marks where the figure sits across the whole US universe we score.

Valuation
Trailing P/E
7.1×

Cheaper than 63% of US stocks

Price / sales
1.0×

Cheaper than 68% of US stocks

Price / book
0.9×

Cheaper than 74% of US stocks

EV / EBITDA
6.2×

Cheaper than 50% of US stocks

Growth & margins
Revenue growth (YoY)
−4.4%

Higher than 21% of US stocks

Earnings growth (YoY)
6.9%

Higher than 44% of US stocks

Gross margin
48.8%

Higher than 60% of US stocks

Operating margin
11.8%

Higher than 67% of US stocks

Net margin
14.5%

Higher than 77% of US stocks

Returns & dividend
Return on equity
10.7%

Higher than 65% of US stocks

Return on assets
2.0%

Higher than 59% of US stocks

Dividend yield
7.7%

Higher than 95% of US dividend payers

Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.

Key statistics

Virtus Investment Partners, Inc. (VRTS) statistics: revenue, profit & scale

The headline figures, each with its date. Every row carries its own link — cite it straight from here.

  • Virtus Investment Partners, Inc. has a market value of $827.6M and an enterprise value of $1.3B.

  • Revenue in the twelve months to 30 June 2026: $819.6M. The latest quarter shrank 4.4% year on year.

  • Net income over the same four quarters: $116.0M, a 14.1% net margin.

  • Diluted earnings per share, trailing twelve months: $17.55.

  • Free cash flow in the twelve months to 30 June 2026: −$51.9M, after $6.1M of capital spending.

  • Virtus Investment Partners, Inc. spent $30.5M on share buybacks and $65.8M on dividends in the twelve months to 30 June 2026.

  • Shares outstanding: 6.7M.

  • Trailing P/E: 7.1×; forward P/E: 5.8× — the forward figure prices analyst consensus estimates, not reported earnings.

  • Forward dividend yield: 7.69%, paying out 54% of earnings.

  • Virtus Investment Partners, Inc. employs 801 people — $1.0M of revenue per employee.

Statement figures: company filings via Twelve Data, four quarters to 30 June 2026 · market figures as at 30 Oct 2026

Data provided by Twelve Data

Peers

VRTS vs competitors

The nearest names by industry and size, scored by the same model — like for like.

Its peer group, ranked by the same modelAsset Management
CompanyMarket capTKN rank
VRTSVirtus Investment Partners, Inc.$827.6M40
BURBurford Capital Ltd.$764.6M15
RPCRidgepost Capital, Inc.$1.0B49
TIPTTiptree, Inc.$641.3M70
MSDLMorgan Stanley Direct Lending Fund$1.2B77
MSIFMSC Income Fund, Inc.$560.6M79
VINPVinci Compass Investments Ltd.$557.2M61

Look up any of the roughly 4,600 stocks we score.

The rank is the raw material. Whether the rules would actually own Virtus Investment Partners, Inc. — and when they’d sell — is the membership. See the Ticker Nerd 20 →

News

Latest VRTS news & analysis

Virtus Investment Partners Reschedules Third Quarter 2026 Financial Results to Monday, November 9

Business Wire · 28 Oct 2026neutral

Virtus Investment Partners rescheduled the release of its third-quarter 2026 financial results to before the market opens on Monday, November 9. The company said the change allows additional time to complete its quarter-end financial reporting process.

Why it matters — VRTS watchers will need to note the revised date for the company’s quarterly financial results announcement.

Earnings Preview: Virtus Investment Partners (VRTS) Q3 Earnings Expected to Decline

Zacks Investment Research · 23 Oct 2026negative

Zacks Investment Research says Virtus Investment Partners is not showing the two key ingredients it identifies for a likely earnings beat in its upcoming Q3 report, which is expected to decline.

Why it matters — The preview gives VRTS watchers context on expectations ahead of the company’s Q3 earnings report.

Virtus Investment Partners Reports Preliminary September 30, 2026 Assets Under Management

Business Wire · 13 Oct 2026neutral

Virtus Investment Partners reported preliminary AUM of $141.4 billion and other fee-earning assets of $1.6 billion, for total client assets of $143.0 billion as of September 30, 2026. The change in AUM from June 30 reflected market performance and net outflows in several account and fund categories, partly offset by positive net flows in exchange-traded funds.

Why it matters — The reported asset levels and flow trends provide VRTS watchers with an update on the scale and composition of client assets.

Virtus Investment Partners to Announce Third Quarter 2026 Financial Results on Friday, October 30

Business Wire · 9 Oct 2026neutral

Virtus Investment Partners said it will release its third-quarter 2026 financial results before the market opens on Friday, October 30, 2026. CEO George R. Aylward and CFO Michael A. Angerthal will host an investment-community conference call and webcast at 10:00.

Why it matters — VRTS watchers can note the scheduled results release and the accompanying management call for updates on the company’s financial performance.

Virtus Investment Partners Reports Preliminary August 31, 2026 Assets Under Management

Business Wire · 11 Sept 2026neutral

Virtus Investment Partners reported preliminary assets under management of $147.5 billion and other fee earning assets of $1.7 billion, for total client assets of $149.2 billion as of August 31, 2026. The change in AUM from July reflects net outflows in institutional accounts, retail separate accounts, U.S. retail funds, and global funds, partially offset by market performance and positive net flows in exchange-traded funds.

Why it matters — VRTS watchers track preliminary AUM figures as a key indicator of the firm's asset base and fee-generating performance from month to month.

FAQ

Frequently asked questions about VRTS stock

What is the VRTS stock price forecast for 2026-2027?

The 4 Wall Street analysts covering Virtus Investment Partners, Inc. have a median 12-month price target of $128, with estimates ranging from $117 to $146. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.

Is VRTS stock a buy right now?

Of the 4 analysts covering Virtus Investment Partners, Inc., 1 rate it a Buy, 1 a Hold and 2 a Sell. Ticker Nerd's systematic factor model ranks Virtus Investment Partners, Inc. 40 out of 100 across roughly 4,600 US stocks as at 29 Oct 2026. None of this is personal advice — it does not consider your circumstances.

How does Ticker Nerd's model rank VRTS?

As at 29 Oct 2026, Virtus Investment Partners, Inc. ranks 40 out of 100 on Ticker Nerd's systematic factor model — a percentile across roughly 4,600 US stocks, built from its factor families. Its strongest factor family is Value (85 of 100).

Will VRTS stock go up?

No one can know that. What the data says: the median 12-month target from 4 analysts implies +2.4% from the last close, and Ticker Nerd's factor model ranks Virtus Investment Partners, Inc. 40 out of 100 as at 29 Oct 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.

What is the VRTS stock forecast for 2030?

No analyst covering Virtus Investment Partners, Inc. publishes a 2030 price target — Wall Street targets run 12 to 18 months out. Sites quoting a 2030 price for VRTS are extrapolating price history, which says nothing about the business. The furthest attributed numbers are the current analyst targets: $117 to $146 over the next 12 months.

How has VRTS stock performed over the past year?

Virtus Investment Partners, Inc. returned -19.6% over the 12 months to 29 Oct 2026, with dividends reinvested. Past performance does not indicate future returns.

What does Virtus Investment Partners, Inc. do?

Virtus Investment Partners, Inc. is a U.S.-based asset management company focused on providing investment management and related services to individual and institutional clients.

What is the latest news on VRTS?

The most recent item we track (Business Wire, 28 Oct 2026): "Virtus Investment Partners Reschedules Third Quarter 2026 Financial Results to Monday, November 9". Virtus Investment Partners rescheduled the release of its third-quarter 2026 financial results to before the market opens on Monday, November 9. The company said the change allows additional time to complete its quarter-end financial reporting process.

Company

About Virtus Investment Partners, Inc.

Virtus Investment Partners, Inc. is a U.S.-based asset management company focused on providing investment management and related services to individual and institutional clients. The firm operates a multi-manager model that brings together affiliated boutique investment managers and select unaffiliated subadvisers, each with distinct investment processes and styles. Its product lineup includes mutual funds, exchange-traded funds, closed-end funds, managed accounts, institutional separate accounts, and subadvisory solutions. Virtus Investment Partners offers strategies across equity, fixed income, multi-asset, and alternative investments, serving a broad range of investors and financial professionals. Headquartered in Hartford, Connecticut, the company plays a role in the financial market as a diversified provider of active investment solutions and portfolio management capabilities.

CEO Mr. George Robert Aylward Jr., CPA · 801 employees · United States · https://corporate.virtus.com