VRTS — Stock Film
STOCK FILMSCENE 1/11VRTS · $168
Stock Expert AI presents
VRTS
Virtus Investment Partners, Inc
~4 min film100% real numbers0 jargon
WHAT DOES THIS COMPANY DO?
Virtus Investment Partners, Inc. A quick introduction.

On the stock market since 2009, it operates in the world of money and finance. It has 801 employees. Now — the numbers.

on the stock market since 2009
801 employees
$1.1B market value
Revenue last year:
$0
The net profit left over:
$0
Out of every $100 in sales, $17 stays as net profit.
THE SLICE THAT TURNS INTO PROFIT: 17%

This is an established company with proven profits.

WHERE DOES THE MONEY COME FROM?
50%Investment Management Fees
Investment Management Fees 50%Open End Funds 20%Retail Separate Accounts 14%Institutional Accounts 12%Closed End Funds 4%
50% of all revenue comes from a single line: Investment Management Fees.

The biggest line carries real weight, but it doesn’t decide everything on its own.

THE SALES TREND
Sales have been shrinking.

An average decline of 4% a year over the last 4 years — the most striking risk in this picture.

$974.7M
2021
$881.7M
2022
$841.5M
2023
$902.8M
2024
$830.6M
2025
Every quarter, analysts set a profit bar.
How many of the last 8 did the company clear?
3 / 8
EXPECTATIONS MET OR BEATEN
3
Oct 2024
Jan 2025
Apr 2025
Jul 2025
Oct 2025
Feb 2026
May 2026
Jul 2026
3 TIMES IN THE LAST 8 QUARTERS
It misses the bar more often than not.
INSIDE THE REPORT CARD

We compared this company with its own sector across five subjects.

A score of 50 means class average.

BUSINESS QUALITY
66
strong

Clearly above the class average — a step short of the very top.

FINANCIAL STRENGTH
5
very weak

For a bank, strength is measured by capital buffers and reserves — not cash minus debt.

VALUATION
74
strong

Clearly above the class average — a step short of the very top.

GROWTH
33
very weak

Clearly below the class average.

PRICE MOMENTUM
68
strong

Clearly above the class average — a step short of the very top.

WORTH WATCHING

Financial Strength: The capital buffer looks thin next to its class; less room to absorb a rough stretch.

Growth: Sales growth trails the sector average.

THE FIVE-YEAR JOURNEY
Below the peak, but no collapse.

The stock trades 50% below its peak. The market has trimmed its expectations for the company.

1
THE BRIGHT SIDE · 1/2
A fat but narrowing margin

The net profit margin is 17% — still a thick cushion, though costs have been eating into it lately.

2
THE BRIGHT SIDE · 2/2
Pays a steady dividend

It pays out $9.60 per share each year — regular cash for whoever holds the stock.

1
THE RISKS · 1/2
Sales are shrinking

Over the last 3 years, sales fell about 2% a year on average. Profit is holding up, but a shrinking business is a risk worth watching.

2
THE RISKS · 2/2
The price sits above analysts’ target

The stock trades 14% above the average analyst price target.

FINALE · THE GRADE
D
0 / 100 · MoonshotScore

On our five-subject report card, VRTS sits behind the class. A low grade doesn’t mean “doomed” — it means “big claim, small proof.”

The takeaway: VRTS is an established business that has proven its profits for years. The real debate here isn’t the price — it’s whether the company can keep up this pace.

The total grade weighs these five subjects against the sector — it isn’t a simple average of the five.

What would you like to do next?
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This was a film — not investment advice.
Data: FMP & company filings
Aug 21, 2026 · stockexpertai.com · Stock Film