NYSE: VRTS · Asset Management
Virtus Investment Partners (VRTS) fair value and price range
As of 29 Sep 2026, Faircurve's model values Virtus Investment Partners (VRTS) at $150.86 a share. The stock last closed at $133.81, which puts the model's fair value 12.7% above the price. The model grades the evidence behind this valuation as low, so no verdict is shown. The grade looks at how complete the inputs are, how many comparable companies there are and how closely they agree, and how wide the range of outcomes is. It does not say how likely the fair value is to be right.
Revalued . Price is the close of 2 Oct 2026. Virtus Investment Partners, Inc.
Faircurve Insights · 29 Sep 2026
Virtus Investment Partners, Inc. is a publicly traded investment management firm catering to both individual and institutional clients.
Faircurve's model found a fair value of $150.86 a share on 29 Sep 2026. This is the midpoint of 2,000 simulations and represents a move of -3.6% since the previous run on 26 Sep 2026, which gave $156.47. The calibrated range over 63 trading days is $126.57 to $183.95, built from the fair value since there is no live options data for the stock. This type of range held the price 60% of the time at this horizon, and the model grades the evidence behind this valuation as low.
The overall quality score for Virtus Investment Partners, Inc. is 28 out of 100, measured against comparable companies. These comparable companies include Artisan Partners Asset Management Inc. (APAM) and WisdomTree, Inc. (WT). The stock has moved by a median size of 6.4%, ignoring direction, around its last 8 earnings reports.
Written from the figures on this page for the 29 Sep 2026 valuation and checked by rule before publishing: every number is one printed here, no forecast, no instruction. The price, the gap and the verdict are the page's own and change daily. Not a recommendation.
What price range does the model give VRTS?
The calibrated range for VRTS over 63 trading days is $126.57 to $183.95. There is no live options data for this stock, so the range is built from the fair value and calibrated weekly against realised prices (n = 4,327 past valuations, refreshed 26 Sep 2026). Ranges built this way held the price 60% of the time at this horizon.
The model's own simulated range, from the 20th to the 80th percentile of its runs, is $62.13 to $250.72. In 57% of the simulations the fair value came out above the price the model ran on.
How does VRTS score on business quality?
Virtus Investment Partners's overall quality score is 28 out of 100. Each factor below is a score against comparable companies, not a percentile of the metric beside it.
| Factor | Score (0 to 100) | Headline measure | Peer median |
|---|---|---|---|
| ProfitabilityReturn on invested capital against the peer group, with a bonus for an improving trend. | 5 | 2.1%ROIC | 6.9% |
| Earnings qualityHow much of reported profit is cash: free cash flow to net income, and the accrual ratio (the share of earnings that is not cash). | 44 | -0.38xFCF / net income | 0.30x |
| Growth qualityTrailing revenue growth, forward growth from consensus, and the direction of analyst estimate revisions. | 10 | -8.0%Revenue growth, trailing | 19.0% |
| Capital disciplineReinvestment efficiency (capital spending per unit of revenue) and net buybacks. | 56 | 3.6%Net buybacks / market value | 1.0% |
| Balance sheetNet debt to EBITDA and interest coverage. | 9 | 10.25xNet debt / EBITDA | 7.14x |
| StabilityDownside volatility of the EBITDA margin over the last five years. | 89 | 4.7 ptsEBITDA margin downside volatility, 5y | 7.6 pts |
How does VRTS compare with similar companies?
The companies in asset management closest to Virtus Investment Partners in market value, each on the same model and the same date.
| Company | Last close | Model fair value | Gap | Model verdict |
|---|---|---|---|---|
| APAM Artisan Partners Asset Management Inc. | $34.88 | $45.14 | +29.4% | Undervalued |
| AAMI Acadian Asset Management | $94.17 | $111.21 | +18.1% | Undervalued |
| WT WisdomTree, Inc. | $24.38 | $19.97 | -18.1% | Overvalued |
| CNS Cohen & Steers, Inc. | $73.00 | $73.55 | +0.8% | Fairly valued |
| FHI Federated Hermes, Inc. | $56.07 | $70.72 | +26.1% | Undervalued |
| HASI HA Sustainable Infrastructure Capital, Inc. | $36.27 | $36.36 | +0.2% | Low evidence grade |
| HLNE Hamilton Lane Incorporated | $87.04 | $115.12 | +32.3% | Undervalued |
| STEP StepStone Group Inc. | $45.27 | $37.61 | -16.9% | Overvalued |
When does VRTS report earnings, and how has the stock reacted?
Virtus Investment Partners's next earnings report is scheduled for 23 Oct 2026. Companies can move their dates.
How VRTS moved around its last 8 earnings reports
Each move runs from the last close before the report to the first close after it, so it covers companies that report before the open and after the close. The median size across these 8 reports, ignoring direction, was 6.4%.
| Report date | Two session move |
|---|---|
| 30 Jul 2026 | -5.0% |
| 1 May 2026 | -4.2% |
| 6 Feb 2026 | -10.1% |
| 24 Oct 2025 | -3.5% |
| 25 Jul 2025 | -9.2% |
| 25 Apr 2025 | +15.9% |
| 31 Jan 2025 | -7.0% |
| 25 Oct 2024 | +5.9% |
Virtus Investment Partners at a glance
Virtus Investment Partners, Inc., a publicly traded investment management firm, caters to both individual and institutional clients.
- Market value
- $872M
- Sector
- Financial Services
- Industry
- Asset Management
- Revenue expected, next twelve months
- $728M
- Consensus revenue growth, next fiscal year
- -10.5%
- Analysts with estimates
- 3
- Beta to the US market
- 0.79
- First valued by Faircurve
- 11 Jul 2026
How the fair value is worked out: the model prices Virtus Investment Partners on the value of the whole business, debt included, against the operating profit analysts expect next year (forward EV/EBITDA), runs 2,000 simulations across its inputs and takes the midpoint. The full method is documented here.
What changed in the latest valuation?
On 26 Sep 2026 the model's fair value for VRTS was $156.47. As of 29 Sep 2026 it is $150.86, a change of -3.6%. The model revalues every stock it covers each week, and again after an earnings report.
Questions about Virtus Investment Partners's valuation
Is Virtus Investment Partners stock undervalued or overvalued?
Faircurve's model puts VRTS's fair value at $150.86 a share against a last close of $133.81, as of 29 Sep 2026. The model grades the evidence behind this valuation as low, so no verdict is shown. The grade looks at how complete the inputs are, how many comparable companies there are and how closely they agree, and how wide the range of outcomes is. It does not say how likely the fair value is to be right.
What is VRTS's fair value?
$150.86 a share as of 29 Sep 2026, the midpoint of 2,000 simulations. The model's own 20th to 80th percentile range is $62.13 to $250.72.
What price range does the model give VRTS?
$126.57 to $183.95 over 63 trading days. Ranges built this way held the price 60% of the time across 4,327 past valuations, refreshed 26 Sep 2026.
When does Virtus Investment Partners report earnings next?
The next report is scheduled for 23 Oct 2026. Companies can move their dates.
How much has VRTS moved on past earnings reports?
Across its last 8 reports the median two session move was 6.4%, ignoring direction. The largest was +15.9% around the report of 25 Apr 2025.
How confident is the model in this valuation?
The model's evidence grade for VRTS is low. The grade looks at how complete the inputs are, how many comparable companies there are and how closely they agree, and how wide the range of outcomes is. It is not a probability that the fair value is right, or that the price reaches it.