Virtus Investment Partners, Inc.

Is Virtus Investment Partners, Inc. technically bullish or bearish?

As of October 10, 2025, Virtus Investment Partners, Inc. has shifted to a mildly bearish trend due to bearish momentum indicators, despite some support from daily moving averages, and has underperformed the S&P 500 with year-to-date and one-year returns of -14.67% and -9.47%, respectively.

As of 10 October 2025, the technical trend for Virtus Investment Partners, Inc. has changed from mildly bullish to mildly bearish. The current stance is mildly bearish, driven by weekly and monthly MACD readings indicating bearish momentum, along with bearish signals from Bollinger Bands and KST. The daily moving averages remain mildly bullish, providing some counterbalance. The Dow Theory shows a mixed picture with a mildly bearish weekly view and a mildly bullish monthly view. <BR><BR>In terms of multi-period returns, the stock has underperformed the S&P 500 across most time frames, with a year-to-date return of -14.67% compared to the S&P 500's 11.41%, and a one-year return of -9.47% versus 13.36% for the index.

Is Virtus Investment Partners, Inc. overvalued or undervalued?

As of July 25, 2025, Virtus Investment Partners, Inc. is considered very attractive due to its undervalued status reflected in a P/E ratio of 16, an EV to EBITDA of 7.67, and a Price to Book Value of 2.14, despite recent short-term challenges and a year-to-date return of -11.80%.

As of 25 July 2025, the valuation grade for Virtus Investment Partners, Inc. moved from fair to very attractive, indicating a shift towards a more favorable assessment. The company appears undervalued, supported by a P/E ratio of 16, an EV to EBITDA of 7.67, and a Price to Book Value of 2.14. In comparison to peers, Virtus Investment Partners has a more favorable P/E ratio than Victory Capital Holdings, Inc. at 15.76 and is significantly better positioned than TPG, Inc., which is deemed expensive with a P/E of 1024.14.<BR><BR>Despite recent challenges, including a year-to-date return of -11.80% compared to the S&P 500's 12.22%, the long-term outlook remains positive, with a 5-year return of 39.84% against the S&P's 96.61%. This suggests that while short-term performance has lagged, the company's valuation metrics indicate a strong potential for recovery and growth.

How big is Virtus Investment Partners, Inc.?

As of Jun 18, Virtus Investment Partners, Inc. has a market capitalization of $1.93 billion, with net sales of $878.70 million and a net profit of $142.63 million over the last four quarters.

Market Cap: As of Jun 18, Virtus Investment Partners, Inc. has a market capitalization of 1,927.39 million, classifying it as a Small Cap company.<BR><BR>Recent Quarterly Performance: For the latest four quarters, Virtus Investment Partners reported net sales of 878.70 million and a net profit of 142.63 million.<BR><BR>Balance Sheet Snapshot: As of Dec 24, the company reported shareholder's funds of 897.49 million and total assets of 4,042.14 million.

What does Virtus Investment Partners, Inc. do?

Virtus Investment Partners, Inc. is a small-cap investment management firm providing services to individuals and institutions, with recent net sales of $209 million and a net profit of $28 million. Key metrics include a P/E ratio of 16.00 and a dividend yield of 1.56%.

Overview:<BR>Virtus Investment Partners, Inc. is a provider of investment management and related services to individuals and institutions, operating within the Capital Markets industry and classified as a small-cap company.<BR><BR>Financial Snapshot:<BR>Most recent Net Sales: 209 Million (Quarterly Results - Mar 2025) <BR>Most recent Net Profit: 28 Million (Quarterly Results - Mar 2025) <BR>Market-cap: USD 1,927.39 Million (Small Cap)<BR><BR>Key Metrics:<BR>P/E: 16.00 <BR>Dividend Yield: 1.56% <BR>Debt Equity: -999,999.00 <BR>Return on Equity: 13.07% <BR>Price to Book: 2.16<BR><BR>Contact Details:<BR>Address: ONE FINANCIAL PLAZA, 26TH FLOOR, HARTFORD CT : 06103 <BR>Tel: 1 860 2634707 <BR>Website: http://www.virtus.com

Should I buy, sell or hold Virtus Investment Partners, Inc.?

Who are in the management team of Virtus Investment Partners, Inc.?

As of March 2022, the management team of Virtus Investment Partners, Inc. includes Non-Executive Independent Chairman Mark Treanor, President and CEO George Aylward, and Independent Directors Peter Bain, Susan Fleming, Paul Greig, and Timothy Holt. They are responsible for guiding the company and making strategic decisions.

As of March 2022, the management team of Virtus Investment Partners, Inc. includes the following individuals:<BR><BR>- Mr. Mark Treanor, who serves as the Non-Executive Independent Chairman of the Board.<BR>- Mr. George Aylward, who is the President, Chief Executive Officer, and a Director.<BR>- Mr. Peter Bain, who is an Independent Director.<BR>- Dr. Susan Fleming, who is also an Independent Director.<BR>- Mr. Paul Greig, serving as an Independent Director.<BR>- Mr. Timothy Holt, who is another Independent Director.<BR><BR>This team is responsible for guiding the company and making strategic decisions.