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 |
Cautious Hold
Market Performance | Very Weak | Details | |
Volatility | Very steady | Details | |
Hype Condition | Low key | Details | |
Current Valuation | Undervalued | Details | |
Odds Of Distress | Very Small | Details | |
Economic Sensitivity | Responds to the market | Details | |
Investor Sentiment | Alarmed | Details | |
Analyst Consensus | Not Available | Details | |
Financial Strenth (F Score) | Healthy | 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 84.0% of the company outstanding shares are owned by institutional investors. The company has Price to Book (P/B) ratio of 1.36. 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 16.92. The firm last dividend was issued on the 30th of April 2025.
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 generated a negative expected return over the last 90 days | |
| Over 84.0% of the company outstanding shares are owned by institutional investors | |
| On 12th of February 2025 Virtus Investment paid $ 2.25 per share dividend to its current shareholders | |
| Latest headline from businesswire.com: Virtus Total Return Fund Inc. Discloses Sources of Distribution Section 19 Notice |
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 |
Virtus Investment's market capitalization trends
The company currently falls under 'Mid-Cap' category with a current market capitalization of 1.22 B.Virtus Investment's profitablity analysis
The company has Profit Margin (PM) of 0.13 %, which maeans that even a very small decline in it revenue will erase profits resulting in a net loss. This is way below average. Similarly, it shows Operating Margin (OM) of 0.22 %, which suggests for every 100 dollars of sales, it generated a net operating income of $0.22.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.
Basic technical analysis of Virtus Stock
As of the 29th of March, Virtus Investment has the Coefficient Of Variation of (532.50), risk adjusted performance of (0.16), and Variance of 2.83. 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 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 175.18 per share. Given that Virtus Investment has information ratio of (0.16), 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.
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 | |
| MPLX LP 4125 Corp BondUS55336VAK61 | View | |
| MPLX LP 4875 Corp BondUS55336VAJ98 | View | |
| MPLX LP 52 Corp BondUS55336VAL45 | View | |
| Morgan Stanley 3591 Corp BondUS61744YAK47 | View | |
| Morgan Stanley 3971 Corp BondUS61744YAL20 | View | |
| MGM Resorts International Corp BondUS552953CD18 | View | |
| Valero Energy Partners Corp BondUS91914JAA07 | 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 | (0.16) | |||
| Market Risk Adjusted Performance | 4.56 | |||
| Mean Deviation | 1.27 | |||
| Coefficient Of Variation | (532.50) | |||
| Standard Deviation | 1.68 | |||
| Variance | 2.83 | |||
| Information Ratio | (0.16) | |||
| Jensen Alpha | (0.33) | |||
| Total Risk Alpha | (0.22) | |||
| Treynor Ratio | 4.55 | |||
| Maximum Drawdown | 7.92 | |||
| Value At Risk | (3.67) | |||
| Potential Upside | 2.24 | |||
| Skewness | (0.72) | |||
| Kurtosis | 1.18 |
| Risk Adjusted Performance | (0.16) | |||
| Market Risk Adjusted Performance | 4.56 | |||
| Mean Deviation | 1.27 | |||
| Coefficient Of Variation | (532.50) | |||
| Standard Deviation | 1.68 | |||
| Variance | 2.83 | |||
| Information Ratio | (0.16) | |||
| Jensen Alpha | (0.33) | |||
| Total Risk Alpha | (0.22) | |||
| Treynor Ratio | 4.55 | |||
| Maximum Drawdown | 7.92 | |||
| Value At Risk | (3.67) | |||
| Potential Upside | 2.24 | |||
| Skewness | (0.72) | |||
| Kurtosis | 1.18 |
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
F4 | 18th of March 2025 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 |
10K | 28th of February 2025 Annual report required by the U.S. Securities and Exchange Commission (SEC) of a company financial performance | ViewVerify |
8K | 31st of January 2025 Report filed with the SEC to announce major events that shareholders should know about | ViewVerify |
F3 | 12th of December 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 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 | |
| Elizabeth Lieberman | Executive Officer | 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.