TICKERNERD
Menu
VRTSVRTSFinancial Services · Asset Management

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

Last close, 9 Oct 2026
$131
−0.28% on the day

The 4 Wall Street analysts covering Virtus Investment Partners, Inc. hold a median 12-month price target of $145 — +10.5% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 40 of 100 as at 8 Oct 2026 — in the lower half.

Market cap
$871.5M
Ticker Nerd rank
40 / 100
Median analyst target
$145
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
−1.9%
1M
−14.0%
YTD
−15.8%
1Y
−28.1%
From 52W high
−28.1%
From 52W low
+7.9%
$122
$182
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 8 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
79
Quality
77
Issuance
58
Size
45
Momentum
41
Growth
32
Revisions
28
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 quant trader with fourteen 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
$120$140$160$180Jan 26Apr 26Jul 26Oct 26VRTSHigh $172Median $145Low $120

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 $120Median $145High $172

The green dot is the last close — the median target sits +10.5% from it.

Recent analyst actionsNewest first

Of the 20 most recent actions, 3 moved their price target up and 2 moved it down.

DateFirmActionRatingTarget
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$125 → $141
14 July 2026BarclaysMaintainsUnderweight—
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—
3 Feb 2026Morgan StanleyMaintainsUnderweight—
15 Jan 2026BarclaysMaintainsUnderweight—
14 Jan 2026TD CowenMaintainsHold—
23 Dec 2025Piper 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.

Computed off the Friday close and sent before the US open.

Market Radar reports the week’s largest rank changes across roughly 4,600 US stocks, the factor behind each one, and where the market went. VRTS appears on the weeks it earns a place.

Free, every Monday. Unsubscribe any time.

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 9 Oct 2026, Virtus Investment Partners, Inc. returned −28.1% against +17.3% for the S&P 500, dividends included.

VRTS vs S&P 500, last 12 monthsTotal return, rebased to 100
60708090100110120Jan 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
−6.5%
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
7.5×

Cheaper than 62% of US stocks

Price / sales
1.1×

Cheaper than 68% of US stocks

Price / book
0.9×

Cheaper than 74% of US stocks

EV / EBITDA
6.4×

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 58% of US stocks

Dividend yield
7.3%

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 $871.5M 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: 7.5×; forward P/E: 5.5× — the forward figure prices analyst consensus estimates, not reported earnings.

  • Forward dividend yield: 7.30%, 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 9 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.$871.5M
40
RPCRidgepost Capital, Inc.$873.8M
45
VINPVinci Compass Investments Ltd.$695.7M
67
MSDLMorgan Stanley Direct Lending Fund$1.2B
70
TIPTTiptree, Inc.$646.1M
73
MSIFMSC Income Fund, Inc.$552.6M
73
PAXPatria Investments Ltd.$1.8B
42

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 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.

Dividend Announcements: August 15-21, 2026

Seeking Alpha · 23 Aug 2026neutral

The article reports on recent dividend increases for several companies, including Popular Inc. (BPOP) and Stock Yards Bancorp (SYBT), among others. However, Virtus Investment Partners (VRTS) is not mentioned in the text.

Why it matters — While the article covers dividend increases in the financial sector, VRTS is not referenced, so investors in Virtus Investment Partners would not find direct information about their holdings in this piece.

Virtus Investment Partners Announces Appointment of Board Member

Business Wire · 20 Aug 2026positive

Virtus Investment Partners appointed John T. "Jack" Boyce to its Board of Directors and Audit Committee. Boyce brings more than 25 years of senior financial leadership experience, most recently as head of North America distribution for Insight Investment.

Why it matters — The appointment adds a seasoned financial executive with distribution expertise to the board and its audit committee, potentially strengthening governance and strategic oversight.

Virtus Investment Partners Increases Quarterly Common Stock Dividend to $2.45 Per Share

Business Wire · 20 Aug 2026positive

Virtus Investment Partners announced that its Board of Directors declared a quarterly cash dividend of $2.45 per common share, marking the company's ninth consecutive annual dividend increase. CEO George R. Aylward noted the increase reflects the company's commitment to returning capital to shareholders.

Why it matters — A ninth consecutive annual dividend increase reinforces Virtus's commitment to returning capital to shareholders and signals continued financial strength to investors tracking VRTS.

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 $145, with estimates ranging from $120 to $172. 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 8 Oct 2026. None of this is personal advice — it does not consider your circumstances.

How does Ticker Nerd's model rank VRTS?

As at 8 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 +10.5% from the last close, and Ticker Nerd's factor model ranks Virtus Investment Partners, Inc. 40 out of 100 as at 8 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: $120 to $172 over the next 12 months.

How has VRTS stock performed over the past year?

Virtus Investment Partners, Inc. returned -28.1% over the 12 months to 9 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, 9 Oct 2026): "Virtus Investment Partners to Announce Third Quarter 2026 Financial Results on Friday, October 30". 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.

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