Virtus Investment Partners, Inc. VRTS · NYSE
$124.70 -3.25% (-$4.19)
Summary
78 / 100 · Bulios Score
What speaks for it
- It has raised its dividend 8 years in a row and pays out only 54% of profit.
- It bought back its own shares for $60.0M in the last fiscal year, 7.3% of its market value.
What to watch
- The share price is above the Bulios Fair Price.
- Revenue fell by 2.0% a year over the last 3 years.
- It missed profit estimates 5 times in the last 8 quarters.
Bulios Scoring describes a company's quality and track record, not its future return. A high score is not a buy signal. Learn more
Score in detailPrice
Is it expensive?
Looks expensiveBulios Fair Price is an estimate of a stock's fair value from the Bulios valuation model. It is an input for your own analysis, not investment advice. How does it work?
Today you pay 6.9 USD for 1 USD of yearly profit. Over the last five years it was 11.7 USD on average.
Valuation in detailIs it growing?
SlowlyRevenue (USD)
Diluted EPS (USD)
- Analyst estimate
Revenue grew by 6.6% a year over 5 years. Over the last 3 years it fell by 2.0% a year. Earnings per share grew by 8.8% a year over the last 3 years.
Growth in detailDoes it make money?
ReasonablyWhere 100 USD of revenue goes
- Cost of sales 15 USD
- Sales and administration 72 USD
- Taxes and other -1.8 USD
- Net profit 16 USD
Net profit, industry median (Asset Management) 36 USD
Out of every 100 USD of revenue, 16 USD is left as net profit.
Profitability in detailIs it financially healthy?
Banks and insurers work with their customers' money, so their debt is judged differently; see the health section for their capital figures.
Financial health in detailDoes it pay a dividend?
High, stretched- Yield
- 7.74%
- Paid out of profit
- 54%
- Raised in a row
- 8 years
You receive $9.65 per share a year. The payout takes a large part of its profit or free cash flow.
Dividends in detailWhat do analysts expect?
Neutral- Buy 4
- Hold 5
- Sell 2
Today's price within the analysts' price targets
The average target of $141.67 is 14% above today's price. 36% of the analysts recommend buying.
Analysts in detailWhat does it earn on?
Fiscal year 2025By product
- Investment Management Fees 50%
- Open End Funds 20%
- Retail Separate Accounts 14%
- Institutional Accounts 12%
- Closed End Funds 4.2%
By region
The company reports no revenue by region.
Investment Management Fees brings in 50% of revenue. Retail Separate Accounts grew fastest, by 4.6% a year.
Segments in detail