Virtus Investment Performance Comparison

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Stock Range

Today's Range

Low: $190.01 High: $201.09
on August 22, 2025

52 Week Range

Low: $142.18 High: $252.82
on April 21, 2025
on December 4, 2024

All-Time High: $338.80 on October 25, 2021

Explore how other US stocks compare to their 52-week ranges: View US Market 52-Week Insights

Key Statistics

Market Cap i $1.2B
EPS i 16.85
P/E Ratio (TTM) i 9.91
Forward P/E i 5.54
P/B Ratio i 1.29
PEG Ratio i 5.54
Div. Yield i 4.97%
ROE i 14.21%
Beta i 1.466
Debt to Equity i 29.88

Financial Highlights

Profitability

Gross Margin i 49.69%
Operating Margin i 16.79%
Profit Margin i 13.35%

Returns and Earnings

Return on Assets (TTM) i 3.14%
Return on Equity (TTM) i 14.21%
EBITDA i $464.5M
Net Income (TTM) i $120.5M

Growth

Revenue (TTM) i
Revenue Per Share (TTM) i $129.59
Quarterly Revenue Growth (YoY) i -1.90%
Quarterly Earnings Growth (YoY) i -4.10%

Dividend Information

Last 12-Month Dividend i $8.65
Current Dividend Yield i 4.97%
3-Year Average Dividend Yield i 0.94%
3-Year Average Annual Dividend i $7.48
3-Year Total Dividends i $22.45
Ex-Dividend Date i April 30, 2025

Peer Performance Comparison

Performance comparison table showing returns for peer companies over various time periods
CompanyMarket Cap1W1M3M6MYTD1Y3Y5Y
Virtus Investment VRTS 1.15B Small-cap3.18%-5.00%18.43%10.75%-8.64%-7.60%0.55%43.89%
BlackRock BLK 177.80B Large-cap1.16%4.34%18.38%20.50%12.85%30.05%69.74%91.02%
Brookfield BN 103.45B Large-cap0.73%-0.80%15.32%13.89%14.56%34.25%65.82%134.13%
WisdomTree WT 1.95B Small-cap-1.34%-0.82%39.56%42.72%30.86%27.51%157.06%234.11%
SRH Total Return STEW 1.75B Small-cap1.22%2.42%4.54%8.27%14.12%17.51%45.99%76.09%
Acadian Asset AAMI 1.75B Small-cap4.12%23.97%66.32%96.47%89.92%107.19%168.68%248.61%

Ownership & Short Interest

Insider Ownership i 6.16%
Institutional Ownership i 83.72%
Shares Short i 85K
Short Ratio i 1.58
Short % of Shares Outstanding i 1.90%
Average 10-Day Volume i 44K
Average 90-Day Volume i 46K

Virtus Investment Recurring Investment / Dollar-Cost Averaging Calculator

Calculate how a regular investment in Virtus Investment would have performed over time.

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Note: This calculator is for informational purposes only and does not consider taxes, fees, or other costs associated with investing.

Frequently Asked Questions

In the last 52 weeks, Virtus Investment reached a high of $252.82 (on December 4, 2024) and a low of $142.18 (on April 21, 2025).
Curious about Virtus Investment's size and valuation? Its market capitalization stands at 1.15B. When it comes to valuation, the P/E ratio (trailing twelve months) is 9.91, and the forward P/E (looking ahead) is 5.54.
Yes, Virtus Investment is a dividend-paying stock. Investors have recently enjoyed a trailing annual dividend yield of 4.97%, and the company has paid an average of $7.48 per share annually over the past 3 years.

When looking at Virtus Investment, it can be helpful to see how it compares to other players in its field. Here are a few similar companies or key competitors:

CompanyMkt CapSectorIndustry1Y Return3Y Return
BlackRock
BLK
177.80BFinancial ServicesAsset Management30.05%69.74%
Brookfield
BN
103.45BFinancial ServicesAsset Management34.25%65.82%
WisdomTree
WT
1.95BFinancial ServicesAsset Management27.51%157.06%
SRH Total Return
STEW
1.75BFinancial ServicesAsset Management17.51%45.99%
Acadian Asset
AAMI
1.75BFinancial ServicesAsset Management107.19%168.68%

For a more comprehensive list, please see the Peer Performance Comparison table on this page.

To get a sense of Virtus Investment's financial health, here are a few key indicators: its Return on Equity (ROE) over the last twelve months is 14.21%, the Debt to Equity ratio from the most recent quarter is 29.88, and its Gross Profit Margin stands at 49.69%.
Looking at Virtus Investment's growth, its revenue over the trailing twelve months (TTM) was $903M. Compared to the same quarter last year (YoY), quarterly revenue grew by -1.90%, and quarterly earnings saw a YoY growth of -4.10%.
Wondering who owns Virtus Investment stock? Company insiders (like executives and directors) hold about 6.16% of the shares, while institutional investors (such as mutual funds and pension funds) own approximately 83.72%.

For more common questions about our data, please visit our About Data page.

Data is provided for informational purposes only. Devyara does not guarantee the accuracy of the data displayed.