Virtus Investment Performance Comparison

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Stock Range

Today's Range

Low: $183.97 High: $194.91
on October 10, 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
Company Market Cap 1W 1M 3M 6M YTD 1Y 3Y 5Y
Virtus Investment VRTS 1.15B Small-cap 3.14% -0.85% -1.87% 21.19% -11.61% -6.81% 30.93% 17.49%
BlackRock BLK 180.59B Large-cap 0.59% 5.59% 7.23% 30.14% 14.75% 17.90% 111.92% 77.61%
Brookfield BN 103.45B Large-cap -0.98% 1.96% 7.86% 33.78% 17.27% 26.01% 120.27% 147.40%
SRH Total Return STEW 1.75B Small-cap -0.44% -1.96% 1.93% 7.16% 12.74% 13.30% 62.48% 78.63%
Acadian Asset AAMI 1.59B Small-cap -3.42% -4.08% 17.94% 71.10% 73.09% 71.43% 153.06% 182.53%
BlackRock Science BSTZ 1.57B Small-cap 1.54% 2.95% 11.59% 29.54% 10.67% 18.90% 37.02% -18.34%

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

Recurring Investment / Dollar-Cost Averaging Calculator

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

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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
180.59BFinancial ServicesAsset Management17.90%111.92%
Brookfield
BN
103.45BFinancial ServicesAsset Management26.01%120.27%
SRH Total Return
STEW
1.75BFinancial ServicesAsset Management13.30%62.48%
Acadian Asset
AAMI
1.59BFinancial ServicesAsset Management71.43%153.06%
BlackRock Science
BSTZ
1.57BFinancial ServicesAsset Management18.90%37.02%

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.