Virtus Investment Partners Stock Market Value
| VRTS Stock | USD 138.36 5.79 4.02% |
| Symbol | Virtus |
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 20.21 | 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.
| 11/30/2025 |
| 02/28/2026 |
If you would invest 0.00 in Virtus Investment on November 30, 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 Oxford Lane, XAI Octagon, Cornerstone Total, Cornerstone Strategic, Carlyle Secured, Hercules Capital, and BlackRock TCP. 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 | (0.11) | |||
| Maximum Drawdown | 11.95 | |||
| Value At Risk | (4.02) | |||
| Potential Upside | 3.07 |
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 | (0.04) | |||
| Jensen Alpha | (0.24) | |||
| Total Risk Alpha | (0.41) | |||
| Treynor Ratio | (0.17) |
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 28, 2026 Technical Indicators
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| Risk Adjusted Performance | (0.04) | |||
| Market Risk Adjusted Performance | (0.16) | |||
| Mean Deviation | 1.7 | |||
| Coefficient Of Variation | (1,494) | |||
| Standard Deviation | 2.31 | |||
| Variance | 5.34 | |||
| Information Ratio | (0.11) | |||
| Jensen Alpha | (0.24) | |||
| Total Risk Alpha | (0.41) | |||
| Treynor Ratio | (0.17) | |||
| Maximum Drawdown | 11.95 | |||
| Value At Risk | (4.02) | |||
| Potential Upside | 3.07 | |||
| Skewness | (0.63) | |||
| Kurtosis | 1.12 |
Virtus Investment Backtested Returns
Virtus Investment owns Efficiency Ratio (i.e., Sharpe Ratio) of -0.0807, which indicates the firm had a -0.0807 % return per unit of risk over the last 3 months. Virtus Investment Partners exposes twenty-four different technical indicators, which can help you to evaluate volatility embedded in its price movement. Please validate Virtus Investment's Risk Adjusted Performance of (0.04), coefficient of variation of (1,494), and Variance of 5.34 to confirm the risk estimate we provide. The entity has a beta of 0.99, which indicates possible diversification benefits within a given portfolio. Virtus Investment returns are very sensitive to returns on the market. As the market goes up or down, Virtus Investment is expected to follow. At this point, Virtus Investment has a negative expected return of -0.19%. Please make sure to validate Virtus Investment's value at risk, rate of daily change, as well as the relationship between the Rate Of Daily Change and relative strength index , to decide if Virtus Investment performance from the past will be repeated at some point in the near future.
Auto-correlation | -0.48 |
Modest reverse predictability
Virtus Investment Partners has modest reverse predictability. Overlapping area represents the amount of predictability between Virtus Investment time series from 30th of November 2025 to 14th of January 2026 and 14th of January 2026 to 28th 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 -0.48 indicates that about 48.0% of current Virtus Investment price fluctuation can be explain by its past prices.
| Correlation Coefficient | -0.48 | |
| Spearman Rank Test | -0.55 | |
| Residual Average | 0.0 | |
| Price Variance | 139.69 |
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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.