Virtus Investment Partners Net Income
| VRTS Stock | USD 138.27 0.09 0.07% |
As of the 16th of February 2026, Virtus Investment has the Coefficient Of Variation of (1,085), variance of 4.58, and Risk Adjusted Performance of (0.07). In relation to fundamental indicators, the technical analysis model makes it possible for you to check existing technical drivers of Virtus Investment, as well as the relationship between them. Please validate Virtus Investment market risk adjusted performance and treynor ratio to decide if Virtus Investment is priced more or less accurately, providing market reflects its prevalent price of 138.27 per share. Given that Virtus Investment has information ratio of (0.12), we advise you to double-check Virtus Investment Partners's current market performance to make sure the company can sustain itself at a future point.
Virtus Investment Total Revenue |
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Gross Profit | Profit Margin | Market Capitalization | Enterprise Value Revenue 3.5234 | Revenue |
| Last Reported | Projected for Next Year | ||
| Net Income | 175.3 M | 184.1 M | |
| Net Income Applicable To Common Shares | 135.2 M | 86.7 M | |
| Net Income From Continuing Ops | 175.3 M | 108.6 M | |
| Net Income Per Share | 20.27 | 21.28 | |
| Net Income Per E B T | 0.74 | 1.20 |
Virtus | Net Income | Build AI portfolio with Virtus Stock |
The evolution of Net Income for Virtus Investment Partners provides essential context for understanding the company's financial health trajectory. By analyzing this metric's behavior over time, investors can assess whether recent trends align with long-term patterns, and how Virtus Investment compares to historical norms and industry peers.
Latest Virtus Investment's Net Income Growth Pattern
Below is the plot of the Net Income of Virtus Investment Partners over the last few years. Net income is one of the most important fundamental items in finance. It plays a large role in Virtus Investment financial statement analysis. It represents the amount of money remaining after all of Virtus Investment Partners operating expenses, interest, taxes and preferred stock dividends have been deducted from a company total revenue. It is Virtus Investment's Net Income historical data analysis aims to capture in quantitative terms the overall pattern of either growth or decline in Virtus Investment's overall financial position and show how it may be relating to other accounts over time.
| View | Last Reported 152.45 M | 10 Years Trend |
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Net Income |
| Timeline |
Virtus Net Income Regression Statistics
| Arithmetic Mean | 94,422,224 | |
| Geometric Mean | 78,948,915 | |
| Coefficient Of Variation | 54.22 | |
| Mean Deviation | 41,261,152 | |
| Median | 95,649,000 | |
| Standard Deviation | 51,195,957 | |
| Sample Variance | 2621T | |
| Range | 192.4M | |
| R-Value | 0.60 | |
| Mean Square Error | 1783.1T | |
| R-Squared | 0.36 | |
| Significance | 0.01 | |
| Slope | 6,101,528 | |
| Total Sum of Squares | 41936.4T |
Virtus Net Income History
Other Fundumenentals of Virtus Investment
| Net Income Applicable To Common Shares | ||
| Net Income From Continuing Ops | ||
| Net Income Per Share | ||
| Net Income Per E B T |
Virtus Investment Net Income component correlations
Virtus Net Income Driver Correlations
Understanding the fundamental principles of building solid financial models for Virtus Investment is extremely important. It helps to project a fair market value of Virtus Stock properly, considering its historical fundamentals such as Net Income. Since Virtus Investment's main accounts across its financial reports are all linked and dependent on each other, it is essential to analyze all possible correlations between related accounts. However, instead of reviewing all of Virtus Investment's historical financial statements, investors can examine the correlated drivers to determine its overall health. This can be effectively done using a conventional correlation matrix of Virtus Investment's interrelated accounts and indicators.
Click cells to compare fundamentals
Is there potential for Asset Management & Custody Banks market expansion? Will Virtus introduce new products? Factors like these will boost the valuation of Virtus Investment. If investors know Virtus will grow in the future, the company's valuation will be higher. Understanding fair value requires weighing current performance against future potential. All the valuation information about Virtus Investment listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth 0.108 | Dividend Share 9.3 | Earnings Share 19.97 | Revenue Per Share | Quarterly Revenue Growth (0.11) |
The market value of Virtus Investment is measured differently than its book value, which is the value of Virtus that is recorded on the company's balance sheet. Investors also form their own opinion of Virtus Investment's value that differs from its market value or its book value, called intrinsic value, which is Virtus Investment's true underlying value. Analysts utilize numerous techniques to assess fundamental value, seeking to purchase shares when trading prices fall beneath estimated intrinsic worth. Because Virtus Investment's market value can be influenced by many factors that don't directly affect Virtus Investment's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Virtus Investment's value and its price as these two are different measures arrived at by different means. Investors typically determine if Virtus Investment is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. Meanwhile, Virtus Investment's quoted price indicates the marketplace figure where supply meets demand through bilateral consent.
Virtus Investment 'What if' Analysis
In the world of financial modeling, what-if analysis is part of sensitivity analysis performed to test how changes in assumptions impact individual outputs in a model. When applied to Virtus Investment's stock what-if analysis refers to the analyzing how the change in your past investing horizon will affect the profitability against the current market value of Virtus Investment.
| 11/18/2025 |
| 02/16/2026 |
If you would invest 0.00 in Virtus Investment on November 18, 2025 and sell it all today you would earn a total of 0.00 from holding Virtus Investment Partners or generate 0.0% return on investment in Virtus Investment over 90 days. Virtus Investment is related to or competes with Trinity Capital, Goldman Sachs, Capital Southwest, Kayne Anderson, MidCap Financial, New Mountain, and Horizon Technology. Virtus Investment Partners, Inc. is a publicly owned investment manager More
Virtus Investment Upside/Downside Indicators
Understanding different market momentum indicators often help investors to time their next move. Potential upside and downside technical ratios enable traders to measure Virtus Investment's stock current market value against overall market sentiment and can be a good tool during both bulling and bearish trends. Here we outline some of the essential indicators to assess Virtus Investment Partners upside and downside potential and time the market with a certain degree of confidence.
| Information Ratio | (0.12) | |||
| Maximum Drawdown | 11.95 | |||
| Value At Risk | (3.84) | |||
| Potential Upside | 3.06 |
Virtus Investment Market Risk Indicators
Today, many novice investors tend to focus exclusively on investment returns with little concern for Virtus Investment's investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as Virtus Investment's standard deviation. In reality, there are many statistical measures that can use Virtus Investment historical prices to predict the future Virtus Investment's volatility.| Risk Adjusted Performance | (0.07) | |||
| Jensen Alpha | (0.26) | |||
| Total Risk Alpha | (0.37) | |||
| Treynor Ratio | (0.26) |
Sophisticated investors, who have witnessed many market ups and downs, anticipate that the market will even out over time. This tendency of Virtus Investment's price to converge to an average value over time is called mean reversion. However, historically, high market prices usually discourage investors that believe in mean reversion to invest, while low prices are viewed as an opportunity to buy.
Virtus Investment February 16, 2026 Technical Indicators
| Cycle Indicators | ||
| Math Operators | ||
| Math Transform | ||
| Momentum Indicators | ||
| Overlap Studies | ||
| Pattern Recognition | ||
| Price Transform | ||
| Statistic Functions | ||
| Volatility Indicators | ||
| Volume Indicators |
| Risk Adjusted Performance | (0.07) | |||
| Market Risk Adjusted Performance | (0.25) | |||
| Mean Deviation | 1.56 | |||
| Coefficient Of Variation | (1,085) | |||
| Standard Deviation | 2.14 | |||
| Variance | 4.58 | |||
| Information Ratio | (0.12) | |||
| Jensen Alpha | (0.26) | |||
| Total Risk Alpha | (0.37) | |||
| Treynor Ratio | (0.26) | |||
| Maximum Drawdown | 11.95 | |||
| Value At Risk | (3.84) | |||
| Potential Upside | 3.06 | |||
| Skewness | (0.55) | |||
| Kurtosis | 1.62 |
Virtus Investment Backtested Returns
Virtus Investment owns Efficiency Ratio (i.e., Sharpe Ratio) of -0.0705, which indicates the firm had a -0.0705 % return per unit of risk over the last 3 months. Virtus Investment Partners exposes twenty-three different technical indicators, which can help you to evaluate volatility embedded in its price movement. Please validate Virtus Investment's Variance of 4.58, risk adjusted performance of (0.07), and Coefficient Of Variation of (1,085) to confirm the risk estimate we provide. The entity has a beta of 0.8, which indicates possible diversification benefits within a given portfolio. As returns on the market increase, Virtus Investment's returns are expected to increase less than the market. However, during the bear market, the loss of holding Virtus Investment is expected to be smaller as well. At this point, Virtus Investment has a negative expected return of -0.15%. Please make sure to validate Virtus Investment's value at risk and rate of daily change , to decide if Virtus Investment performance from the past will be repeated at some point in the near future.
Auto-correlation | -0.42 |
Modest reverse predictability
Virtus Investment Partners has modest reverse predictability. Overlapping area represents the amount of predictability between Virtus Investment time series from 18th of November 2025 to 2nd of January 2026 and 2nd of January 2026 to 16th of February 2026. The more autocorrelation exist between current time interval and its lagged values, the more accurately you can make projection about the future pattern of Virtus Investment price movement. The serial correlation of -0.42 indicates that just about 42.0% of current Virtus Investment price fluctuation can be explain by its past prices.
| Correlation Coefficient | -0.42 | |
| Spearman Rank Test | -0.55 | |
| Residual Average | 0.0 | |
| Price Variance | 135.2 |
Because income is reported on the Income Statement of a company and is measured in dollars some investors prefer to use Profit Margin, which measures income as a percentage of sales.
| Competition |
Virtus Accumulated Other Comprehensive Income
Accumulated Other Comprehensive Income |
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Based on the recorded statements, Virtus Investment Partners reported net income of 152.45 M. This is 88.07% lower than that of the Capital Markets sector and 44.04% lower than that of the Financials industry. The net income for all United States stocks is 73.3% higher than that of the company.
Virtus Net Income Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Virtus Investment's direct or indirect competition against its Net Income to detect undervalued stocks with similar characteristics or determine the stocks which would be a good addition to a portfolio. Peer analysis of Virtus Investment could also be used in its relative valuation, which is a method of valuing Virtus Investment by comparing valuation metrics of similar companies.Virtus Investment is currently under evaluation in net income category among its peers.
Virtus Investment ESG Sustainability
Some studies have found that companies with high sustainability scores are getting higher valuations than competitors with lower social-engagement activities. While most ESG disclosures are voluntary and do not directly affect the long term financial condition, Virtus Investment's sustainability indicators can be used to identify proper investment strategies using environmental, social, and governance scores that are crucial to Virtus Investment's managers, analysts, and investors.Environmental | Governance | Social |
Virtus Investment Institutional Holders
Institutional Holdings refers to the ownership stake in Virtus Investment that is held by large financial organizations, pension funds or endowments. Institutions may hold large blocks of Virtus Investment's outstanding shares and can exert considerable influence upon its management. Institutional holders may also work to push the share price higher once they own the stock. Extensive social media coverage, TV shows, articles in high-profile magazines, and presentations at investor conferences help move the stock higher, increasing Virtus Investment's value.| Shares | Morgan Stanley - Brokerage Accounts | 2025-06-30 | 107.3 K | Jpmorgan Chase & Co | 2025-06-30 | 104.3 K | Brown Advisory Holdings Inc | 2025-06-30 | 102 K | Bank Of New York Mellon Corp | 2025-06-30 | 90.4 K | Vulcan Value Partners, Llc | 2025-06-30 | 86.4 K | Hotchkis & Wiley Capital Management Llc | 2025-06-30 | 73.2 K | Aqr Capital Management Llc | 2025-06-30 | 71.3 K | Fisher Asset Management, Llc | 2025-06-30 | 62.8 K | Gator Capital Management, Llc | 2025-06-30 | 60.7 K | Blackrock Inc | 2025-06-30 | 999.6 K | Vanguard Group Inc | 2025-06-30 | 870.3 K |
Virtus Fundamentals
| Return On Equity | 0.13 | ||||
| Return On Asset | 0.0298 | ||||
| Profit Margin | 0.16 % | ||||
| Operating Margin | 0.21 % | ||||
| Current Valuation | 2.99 B | ||||
| Shares Outstanding | 6.75 M | ||||
| Shares Owned By Insiders | 6.25 % | ||||
| Shares Owned By Institutions | 86.57 % | ||||
| Number Of Shares Shorted | 70.39 K | ||||
| Price To Earning | 13.04 X | ||||
| Price To Book | 1.00 X | ||||
| Price To Sales | 1.09 X | ||||
| Revenue | 852.87 M | ||||
| Gross Profit | 363.1 M | ||||
| EBITDA | 168.68 M | ||||
| Net Income | 152.45 M | ||||
| Cash And Equivalents | 358.2 M | ||||
| Cash Per Share | 49.24 X | ||||
| Total Debt | 1.59 B | ||||
| Debt To Equity | 0.38 % | ||||
| Current Ratio | 2.74 X | ||||
| Book Value Per Share | 136.03 X | ||||
| Cash Flow From Operations | 1.75 M | ||||
| Short Ratio | 2.49 X | ||||
| Earnings Per Share | 19.97 X | ||||
| Price To Earnings To Growth | 0.62 X | ||||
| Target Price | 162.25 | ||||
| Number Of Employees | 805 | ||||
| Beta | 1.44 | ||||
| Market Capitalization | 933.32 M | ||||
| Total Asset | 1.59 B | ||||
| Retained Earnings | 268.22 M | ||||
| Working Capital | 309.99 M | ||||
| Current Asset | 164.83 M | ||||
| Current Liabilities | 62.41 M | ||||
| Annual Yield | 0.07 % | ||||
| Five Year Return | 1.88 % | ||||
| Net Asset | 1.59 B | ||||
| Last Dividend Paid | 9.3 |
About Virtus Investment Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Virtus Investment Partners's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Virtus Investment using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Virtus Investment Partners based on its fundamental data. In general, a quantitative approach, as applied to this company, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
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Additional Tools for Virtus Stock Analysis
When running Virtus Investment's price analysis, check to measure Virtus Investment's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Virtus Investment is operating at the current time. Most of Virtus Investment's value examination focuses on studying past and present price action to predict the probability of Virtus Investment's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Virtus Investment's price. Additionally, you may evaluate how the addition of Virtus Investment to your portfolios can decrease your overall portfolio volatility.