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
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.
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%.
Average
14.18%
Median
14.27%
Minimum
6.29%
Maximum
25.13%
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%
| Year | ROE | Change |
|---|---|---|
| 2025 | 14.82% | 9.23% |
| 2024 | 13.57% | -10.28% |
| 2023 | 15.12% | 5.09% |
| 2022 | 14.39% | -42.75% |
| 2021 | 25.13% | 123.48% |
| 2020 | 11.24% | -20.57% |
| 2019 | 14.16% | 18.06% |
| 2018 | 11.99% | 90.67% |
| 2017 | 6.29% | -58.29% |
| 2016 | 15.08% | 118.88% |
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.’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%),
| Company | ROE | Market cap |
|---|---|---|
| 14.73% | $1.25B | |
| 5.14% | $1.05B | |
| 11.68% | $1.43B | |
| 7.91% | $916.96M | |
| 0.46% | $817.96M | |
| -4.83% | $676.28M | |
| 6.89% | $186.22M | |
| 6.57% | $802.42M | |
| 10.48% | $997.19M | |
| 112.88% | $1.11B |
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