Virtus Investment Partners, Inc.

Virtus Investment Partners, Inc. - ROEverified

VRTS

Price:

$141.6

Market Cap:

$946.19M

Virtus Investment Partners, Inc., a publicly traded investment management firm, caters to both individual and institutional clients. The company develops tailored equity and fixed-income portfolios, alongside offering a diverse range of mutual funds encompassing equity, fixed-income, and balanced strategies, as well as exchange-traded funds. It strategically deploys capital across public equity, fixed-income, and real estate markets. Investment decisions are guided by a multi-manager framework, rigorous quantitative analysis, and proprietary in-house research. The performance of its portfolios is measured against the S&P 500 Index. Established in 1988, Virtus Investment Partners, Inc. mainta...[Read more]

Industry

Asset Management

IPO Date

2009-01-02

Stock Exchange

NASDAQ

Ticker

VRTS

The ROE as of June 2026 (TTM) for Virtus Investment Partners, Inc. (VRTS) is 12.75%

According to Virtus Investment Partners, Inc.’s latest financial reports and current stock price. The company's current ROE is 12.75%. This represents a change of 299.25% compared to the average of 3.19% of the last 4 quarters.

Virtus Investment Partners, Inc. (VRTS) Historical ROE (quarterly & annually)

How has VRTS ROE performed in the past?

The mean historical ROE of Virtus Investment Partners, Inc. over the last ten years is 14.18%. The current 12.75% ROE has changed -10.06% with respect to the historical average. Over the past ten years (40 quarters), VRTS's ROE was at its highest in in the June 2021 quarter at 8.06%. The ROE was at its lowest in in the March 2020 quarter at -0.65%.

Quarterly (TTM)
Annual

Average

14.18%

Median

14.27%

Minimum

6.29%

Maximum

25.13%

Virtus Investment Partners, Inc. (VRTS) ROE by Quarter and Year

Discovering the peaks and valleys of Virtus Investment Partners, Inc. ROE, unveiling quarterly and yearly fluctuations to gain insights into the company’s financial performance and market dynamics, offering valuable data for investors and analysts alike.

Maximum Annual Increase = 123.48%

Maximum Annual ROE = 25.13%

Minimum Annual Increase = -58.29%

Minimum Annual ROE = 6.29%

Quarterly (TTM)
Annual
YearROEChange
202514.82%9.23%
202413.57%-10.28%
202315.12%5.09%
202214.39%-42.75%
202125.13%123.48%
202011.24%-20.57%
201914.16%18.06%
201811.99%90.67%
20176.29%-58.29%
201615.08%118.88%

Virtus Investment Partners, Inc. (VRTS) Average ROE

How has VRTS ROE performed in the past?

The current ROE of Virtus Investment Partners, Inc. (VRTS) is less than than its 3-year, less than than its 5-year, and less than than its 10-year historical averages

3-year avg

14.50%

5-year avg

16.60%

10-year avg

14.18%

Virtus Investment Partners, Inc. (VRTS) ROE vs. Peers

How is VRTS’s ROE compared to its peers?

Virtus Investment Partners, Inc.’s ROE is less than Trinity Capital Inc. (14.73%), less than Goldman Sachs BDC, Inc. (5.14%), less than Capital Southwest Corporation (11.68%), less than Kayne Anderson BDC, Inc. (7.91%), less than MidCap Financial Investment Corporation (0.46%), greater than New Mountain Finance Corporation (-4.83%), less than Horizon Technology Finance Corporation (6.89%), less than Bain Capital Specialty Finance, Inc. (6.57%), less than FS Credit Opportunities Corp. (10.48%), less than ASA Gold and Precious Metals Limited (112.88%),

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