VRTS
Price:
$159.06
Market Cap:
$1.07B
Virtus Investment Partners, Inc. is a publicly owned investment manager. The firm primarily provides its services to individual and institutional clients. It launches separate client focused equity and fixed income portfolios. The firm launches equity, fixed income, and balanced mutual funds for its clients. It invests in the public equity, fixed income, and real estate markets. The firm also invests in exchange traded funds. It employs a multi manager approach for its products. The firm employs quantitative analysis to make its investments. It benchmarks the performance of its portfolios against the S&P 500 Index. The firm conducts in-house research to make its investments. Virtus Investmen...[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 15.11%. This represents a change of 299.84% compared to the average of 3.78% of the last 4 quarters.
The mean historical ROE of Virtus Investment Partners, Inc. over the last ten years is 13.38%. The current 15.11% ROE has changed 12.90% 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
13.38%
Median
13.86%
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 = -60.27%
Minimum Annual ROE = 6.29%
| Year | ROE | Change |
|---|---|---|
| 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% |
| 2015 | 6.89% | -60.27% |
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
14.36%
5-year avg
15.89%
10-year avg
13.38%
Virtus Investment Partners, Inc.’s ROE is less than Trinity Capital Inc. (16.63%), less than Goldman Sachs BDC, Inc. (10.10%), less than Capital Southwest Corporation (9.76%), greater than Kayne Anderson BDC, Inc. (0.02%), less than MidCap Financial Investment Corporation (5.19%), less than New Mountain Finance Corporation (6.99%), greater than Horizon Technology Finance Corporation (-2.50%), less than Bain Capital Specialty Finance, Inc. (9.42%), less than FS Credit Opportunities Corp. (13.47%), less than ASA Gold and Precious Metals Limited (51.40%),
| Company | ROE | Market cap |
|---|---|---|
| 16.63% | $1.12B | |
| 10.10% | $1.15B | |
| 9.76% | $1.26B | |
| 0.02% | $1.05B | |
| 5.19% | $1.14B | |
| 6.99% | $1.04B | |
| -2.50% | $273.70M | |
| 9.42% | $936.05M | |
| 13.47% | $1.20B | |
| 51.40% | $998.16M |
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