Is Virtus Investment Stock a Good Investment?
Virtus Investment Investment Advice | VRTS |
- Examine Virtus Investment's financial health by looking at its balance sheet, income statement, and cash flow statement. Analyze key financial ratios, such as Price-to-Earnings (P/E), Price-to-Sales (P/S), and Price-to-Book (P/B), to determine whether the stock is fairly valued or over/undervalued.
- Research Virtus Investment's leadership team and their track record. Good management can help Virtus Investment navigate difficult times and make strategic decisions that benefit shareholders and increases its net worth.
- Consider the overall health of the Asset Management & Custody Banks space and any emerging trends that could impact Virtus Investment's business and its evolving consumer preferences.
- Compare Virtus Investment's performance and market position to its competitors. Analyze how Virtus Investment is positioned in terms of product offerings, innovation, and market share.
- Check if Virtus Investment pays a dividend and its dividend yield and payout ratio.
- Review what financial analysts are saying about Virtus Investment's stock and their price targets. However, remember that analysts' opinions can vary, and their predictions may not always be accurate.
It's important to note that investing in Virtus Investment Partners, stock, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember that it's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments. Below is a detailed guide on how to decide if Virtus Investment Partners, is a good investment.
Sell | Buy |
Buy
Market Performance | Modest | Details | |
Volatility | Very steady | Details | |
Hype Condition | Low key | Details | |
Current Valuation | Overvalued | Details | |
Odds Of Distress | Very Low | Details | |
Economic Sensitivity | Hyperactively responds to market trends | Details | |
Investor Sentiment | Impartial | Details | |
Analyst Consensus | Hold | Details | |
Financial Strenth (F Score) | Poor | Details | |
Financial Leverage | Not Rated | Details | |
Reporting Quality (M-Score) | Unlikely Manipulator | Details |
Examine Virtus Investment Stock
Researching Virtus Investment's stock involves analyzing various aspects of the company and its industry to make an informed investment decision. The key areas to focus on are fundamentals, business model and competitive advantage. It is also important to analyze trends in revenue, net income, and cash flow, as well as key financial ratios, such as price-to-earnings (P/E), price-to-sales (P/S), and debt-to-equity (D/E). About 83.0% of the company outstanding shares are owned by institutional investors. The company has Price to Book (P/B) ratio of 1.85. Historically many companies with similar price-to-book (P/B) ratio do better than the market in the long run. Virtus Investment has Price/Earnings To Growth (PEG) ratio of 0.62. The entity recorded earning per share (EPS) of 16.45. The firm last dividend was issued on the 31st of October 2024.
To determine if Virtus Investment is a good investment, evaluating the company's potential for future growth is also very important. This may include expanding into new markets, launching new products or services, or improving operational efficiency. Companies with strong growth prospects can be more attractive investments. This aspect of the research should be conducted in the context of the overall market and industry in which the company operates and should include an analysis of growth potential, competitive landscape, and any regulatory or economic factors that could impact the business. Some of the essential points regarding Virtus Investment's research are outlined below:
| Virtus Investment has a poor financial position based on the latest SEC disclosures | |
| Over 83.0% of the company outstanding shares are owned by institutional investors | |
| On 13th of November 2024 Virtus Investment paid $ 2.25 per share dividend to its current shareholders | |
| Latest headline from thelincolnianonline.com: StockNews.com Upgrades Virtus Investment Partners to Buy |
Virtus Investment Quarterly Good Will |
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Virtus Investment uses earnings reports to provide investors with an update of all three financial statements, including the income statement, the balance sheet, and the cash flow statement. Therefore, it is also crucial when considering investing in Virtus Investment Partners,. Every quarterly earnings report provides investors with an overview of sales, expenses, and net income for the most recent period. It also may provide a comparison to Virtus Investment's previous reporting period. The quarterly earnings reports are usually disseminated to the public via Form 10-Q, which is a legal document filed with the Securities and Exchange Commission every quarter.
| 2nd of February 2024 Upcoming Quarterly Report | View | |
| 26th of April 2024 Next Financial Report | View | |
| 31st of December 2023 Next Fiscal Quarter End | View | |
| 2nd of February 2024 Next Fiscal Year End | View | |
| 30th of September 2023 Last Quarter Report | View | |
| 31st of December 2022 Last Financial Announcement | View |
Earnings surprises can significantly impact Virtus Investment's stock price both in the short term and over time. Negative earnings surprises usually result in a price decline. However, it has been seen that positive earnings surprises lead to an immediate rise in a stock's price and a gradual increase over time. This is why we often hear news about some companies beating earning projections. Financial analysts spend a large amount of time predicting earnings per share (EPS) along with other important future indicators. Many analysts use forecasting models, management guidance, and additional fundamental information to derive an EPS estimate. Below are the table of largest EPS Surprises Virtus Investment's investors have experienced.
| Reported | Fiscal Date | Estimated EPS | Reported EPS | Surprise | |||
|---|---|---|---|---|---|---|---|
2011-08-02 | 2011-06-30 | 0.39 | 0.3 | -0.09 | 23 | ||
2016-10-28 | 2016-09-30 | 1.48 | 1.64 | 0.16 | 10 | ||
2015-10-30 | 2015-09-30 | 2 | 1.74 | -0.26 | 13 | ||
2013-10-29 | 2013-09-30 | 2.29 | 2.56 | 0.27 | 11 | ||
2015-05-11 | 2015-03-31 | 2.4 | 2.11 | -0.29 | 12 | ||
2019-04-26 | 2019-03-31 | 2.39 | 2.73 | 0.34 | 14 | ||
2015-01-29 | 2014-12-31 | 2.42 | 2.05 | -0.37 | 15 | ||
2017-04-28 | 2017-03-31 | 1.62 | 1.16 | -0.46 | 28 |
Know Virtus Investment's Top Institutional Investors
Have you ever been surprised when a price of an equity instrument such as Virtus Investment is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Virtus Investment Partners, backward and forwards among themselves. Virtus Investment's institutional investor refers to the entity that pools money to purchase Virtus Investment's securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
| Shares | Victory Capital Management Inc. | 2024-09-30 | 98.6 K | Basswood Capital Management Llc | 2024-06-30 | 98.2 K | Bank Of New York Mellon Corp | 2024-06-30 | 96.9 K | Northern Trust Corp | 2024-09-30 | 96.3 K | Brown Advisory Holdings Inc | 2024-09-30 | 87.7 K | T. Rowe Price Associates, Inc. | 2024-06-30 | 82.3 K | Fisher Asset Management, Llc | 2024-09-30 | 68.4 K | American Century Companies Inc | 2024-09-30 | 61.2 K | Norges Bank | 2024-06-30 | 60.3 K | Blackrock Inc | 2024-06-30 | 1.1 M | Vanguard Group Inc | 2024-09-30 | 900.9 K |
Virtus Investment's market capitalization trends
The company currently falls under 'Mid-Cap' category with a current market capitalization of 1.65 B.Market Cap |
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Virtus Investment's profitablity analysis
| Last Reported | Projected for Next Year | ||
| Return On Tangible Assets | 0.05 | 0.05 | |
| Return On Capital Employed | 0.04 | 0.05 | |
| Return On Assets | 0.04 | 0.04 | |
| Return On Equity | 0.15 | 0.16 |
Determining Virtus Investment's profitability involves analyzing its financial statements and using various financial metrics to determine if Virtus Investment is a good buy. For example, gross profit margin measures Virtus Investment's profitability after accounting for the cost of goods sold, while net profit margin measures profitability after accounting for all expenses. Other important metrics include return on assets, return on equity, and free cash flow. By reviewing multiple sources and metrics, you can gain a complete picture of Virtus Investment's profitability and make more informed investment decisions.
Please note, the imprecision that can be found in Virtus Investment's accounting process means that the reasonable investor should take a skeptical approach toward the financial statement analysis of Virtus Investment Partners,. Check Virtus Investment's Beneish M Score to see the likelihood of Virtus Investment's management manipulating its earnings.
Evaluate Virtus Investment's management efficiency
Virtus Investment has return on total asset (ROA) of 0.0282 % which means that it generated a profit of $0.0282 on every $100 spent on assets. This is way below average. Similarly, it shows a return on stockholder's equity (ROE) of 0.155 %, meaning that it created $0.155 on every $100 dollars invested by stockholders. Virtus Investment's management efficiency ratios could be used to measure how well Virtus Investment manages its routine affairs as well as how well it operates its assets and liabilities. Return On Tangible Assets is likely to gain to 0.05 in 2024. Return On Capital Employed is likely to gain to 0.04 in 2024. At this time, Virtus Investment's Debt To Assets are comparatively stable compared to the past year. Return On Assets is likely to gain to 0.04 in 2024, whereas Net Tangible Assets are likely to drop slightly above 21.9 M in 2024.| Last Reported | Projected for Next Year | ||
| Book Value Per Share | 134.25 | 140.96 | |
| Tangible Book Value Per Share | 19.86 | 13.34 | |
| Enterprise Value Over EBITDA | 8.27 | 14.98 | |
| Price Book Value Ratio | 2.03 | 3.56 | |
| Enterprise Value Multiple | 8.27 | 14.98 | |
| Price Fair Value | 2.03 | 3.56 | |
| Enterprise Value | 515.4 M | 489.6 M |
Understanding the operational decisions made by Virtus Investment management offers insights into its financial robustness. This evaluation is crucial for assessing the stock's investment potential.
Dividend Yield 0.0387 | Forward Dividend Yield 0.0387 | Forward Dividend Rate 9 | Beta 1.444 |
Basic technical analysis of Virtus Stock
As of the 21st of November, Virtus Investment has the Semi Deviation of 1.53, risk adjusted performance of 0.0815, and Coefficient Of Variation of 1002.83. 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 jensen alpha and semi variance to decide if Virtus Investment is priced more or less accurately, providing market reflects its prevalent price of 239.4 per share. Given that Virtus Investment has jensen alpha of 0.0152, 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's insider trading activities
Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific Virtus Investment insiders, such as employees or executives, is commonly permitted as long as it does not rely on Virtus Investment's material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases Virtus Investment insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.
Fleming Susan S. over two weeks ago Disposition of 400 shares by Fleming Susan S. of Virtus Investment subject to Rule 16b-3 | ||
Purkalitis Andra C over two months ago Acquisition by Purkalitis Andra C of 648 shares of Virtus Investment subject to Rule 16b-3 | ||
Smirl Richard W over three months ago Acquisition by Smirl Richard W of 2923 shares of Virtus Investment subject to Rule 16b-3 | ||
Mandinach Barry M. over six months ago Disposition of 7886 shares by Mandinach Barry M. of Virtus Investment at 234.0 subject to Rule 16b-3 | ||
Bain Peter L over six months ago Acquisition by Bain Peter L of 458 shares of Virtus Investment at 234.43 subject to Rule 16b-3 | ||
William Bradley over six months ago Disposition of 1000 shares by William Bradley of Virtus Investment at 277.0 subject to Rule 16b-3 |
Virtus Investment's Outstanding Corporate Bonds
Virtus Investment issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Virtus Investment uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most Virtus bonds can be classified according to their maturity, which is the date when Virtus Investment Partners, has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.
| Dana 575 percent Corp BondUS235822AB96 | View | |
| Volcan Compania Minera Corp BondUSP98047AC08 | View | |
| Boeing Co 2196 Corp BondUS097023DG73 | View | |
| MPLX LP 4875 Corp BondUS55336VAG59 | View | |
| MPLX LP 52 Corp BondUS55336VAL45 | View | |
| International Game Technology Corp BondUS460599AD57 | View | |
| BNP Paribas FRN Corp BondUSF1R15XK367 | View | |
| Morgan Stanley 3971 Corp BondUS61744YAL20 | View |
Understand Virtus Investment's technical and predictive indicators
Using predictive indicators to make investment decisions involves analyzing Virtus Investment's various financial and market-based factors to help forecast future trends and identify investment opportunities. Select the indicators that are most relevant to your investment strategy. Each indicator has its own strengths and weaknesses, so it's essential to combine multiple indicators to get a more comprehensive view of the market and reduce the risk of making poor decisions based on limited data.
| Risk Adjusted Performance | 0.0815 | |||
| Market Risk Adjusted Performance | 0.1026 | |||
| Mean Deviation | 1.5 | |||
| Semi Deviation | 1.53 | |||
| Downside Deviation | 1.65 | |||
| Coefficient Of Variation | 1002.83 | |||
| Standard Deviation | 2.07 | |||
| Variance | 4.29 | |||
| Information Ratio | 0.0536 | |||
| Jensen Alpha | 0.0152 | |||
| Total Risk Alpha | (0.04) | |||
| Sortino Ratio | 0.0673 | |||
| Treynor Ratio | 0.0926 | |||
| Maximum Drawdown | 11.08 | |||
| Value At Risk | (2.74) | |||
| Potential Upside | 3.19 | |||
| Downside Variance | 2.72 | |||
| Semi Variance | 2.34 | |||
| Expected Short fall | (1.71) | |||
| Skewness | 1.42 | |||
| Kurtosis | 4.91 |
| Risk Adjusted Performance | 0.0815 | |||
| Market Risk Adjusted Performance | 0.1026 | |||
| Mean Deviation | 1.5 | |||
| Semi Deviation | 1.53 | |||
| Downside Deviation | 1.65 | |||
| Coefficient Of Variation | 1002.83 | |||
| Standard Deviation | 2.07 | |||
| Variance | 4.29 | |||
| Information Ratio | 0.0536 | |||
| Jensen Alpha | 0.0152 | |||
| Total Risk Alpha | (0.04) | |||
| Sortino Ratio | 0.0673 | |||
| Treynor Ratio | 0.0926 | |||
| Maximum Drawdown | 11.08 | |||
| Value At Risk | (2.74) | |||
| Potential Upside | 3.19 | |||
| Downside Variance | 2.72 | |||
| Semi Variance | 2.34 | |||
| Expected Short fall | (1.71) | |||
| Skewness | 1.42 | |||
| Kurtosis | 4.91 |
Consider Virtus Investment's intraday indicators
Virtus Investment intraday indicators are useful technical analysis tools used by many experienced traders. Just like the conventional technical analysis, daily indicators help intraday investors to analyze the price movement with the timing of Virtus Investment stock daily movement. By combining multiple daily indicators into a single trading strategy, you can limit your risk while still earning strong returns on your managed positions.
Virtus Investment Corporate Filings
10Q | 8th of November 2024 Quarterly performance report mandated by Securities and Exchange Commission (SEC), to be filed by publicly traded corporations | ViewVerify |
F4 | 5th of November 2024 The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities | ViewVerify |
8K | 25th of October 2024 Report filed with the SEC to announce major events that shareholders should know about | ViewVerify |
F3 | 30th of July 2024 The report used by insiders such as officers, directors, and major shareholders (beneficial owners holding more than 10% of any class of the company's equity securities) to declare their ownership of a company's stock | ViewVerify |
Virtus Stock media impact
Far too much social signal, news, headlines, and media speculation about Virtus Investment that are available to investors today. That information is available publicly through Virtus media outlets and privately through word of mouth or via Virtus internal channels. However, regardless of the origin, that massive amount of Virtus data is challenging to quantify into actionable patterns, especially for investors that are not very sophisticated with ever-evolving tools and techniques used in the investment management field.
A primary focus of Virtus Investment news analysis is to determine if its current price reflects all relevant headlines and social signals impacting the current market conditions. A news analyst typically looks at the history of Virtus Investment relative headlines and hype rather than examining external drivers such as technical or fundamental data. It is believed that price action tends to repeat itself due to investors' collective, patterned thinking related to Virtus Investment's headlines and news coverage data. This data is often completely overlooked or insufficiently analyzed for actionable insights to drive Virtus Investment alpha.
Virtus Investment Sentiment by Major News Outlets
Investor sentiment, mood or attitude towards Virtus Investment can have a significant impact on its stock price or the market as a whole. This sentiment can be positive or negative, and various factors, such as economic indicators, news events, or market trends, can influence it. When investor sentiment is positive, investors are more likely to buy stocks, increasing demand and increasing the stock price. Positive investor sentiment can be driven by good news about the company or the broader market, such as solid earnings reports or positive economic data.
Note that negative investor sentiment can cause investors to sell stocks, leading to a decrease in demand and a drop in the stock price. Negative sentiment can be driven by factors such as poor earnings reports, negative news about the company or industry, or broader economic concerns. It's important to note that investor sentiment is just one of many factors that can affect stock prices. Other factors, such as company performance, industry trends, and global economic conditions, can also play a significant role in determining the value of a stock.
Virtus Investment Historical Investor Sentiment
Investor biases related to Virtus Investment's public news can be used to forecast risks associated with an investment in Virtus. The trend in average sentiment can be used to explain how an investor holding Virtus can time the market purely based on public headlines and social activities around Virtus Investment Partners,. Please note that most equities that are difficult to arbitrage are affected by market sentiment the most.
Virtus Investment's market sentiment shows the aggregated news analyzed to detect positive and negative mentions from the text and comments. The data is normalized to provide daily scores for Virtus Investment and other traded tickers. The bigger the bubble, the more accurate the estimated score. Higher bars for a given day show more participation in the average Virtus Investment news discussions. The higher the estimate score, the more favorable the investor's outlook on Virtus Investment.
Virtus Investment Corporate Management
| Andra JD | Chief VP | Profile | |
| CPA CPA | CFO VP | Profile | |
| Wendy Hills | Chief VP | Profile | |
| Sean Rourke | Vice Relations | Profile | |
| CFA CFA | Portfolio Mang | Profile |
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.