Virtus Investment Partners (DB:VIP) - Stock Price, News & Analysis

VIP Stock Overview

Virtus Investment Partners, Inc. is a publicly owned investment manager.

VIP fundamental analysis
Snowflake Score
Valuation	3/6
Future Growth	1/6
Past Performance	4/6
Financial Health	5/6
Dividends	5/6

Rewards

Trading at 29% below our estimate of its fair value

Earnings grew by 11.1% over the past year

Pays a reliable dividend of 3.28%

Risk Analysis

Significant insider selling over the past 3 months

Virtus Investment Partners, Inc. Competitors

MLP

XTRA:MLP

€602.5m

Mutares SE KGaA

XTRA:MUX

€850.8m

AURELIUS Equity Opportunities SE KGaA

HMSE:AR4

€372.0m

Deutsche Beteiligungs

XTRA:DBAN

€514.0m

Price History & Performance

Summary of all time highs, changes and price drops for Virtus Investment Partners
Historical stock prices
Current Share Price	US$210.00
52 Week High	US$228.00
52 Week Low	US$151.00
Beta	1.47
1 Month Change	-7.08%
3 Month Change	-6.25%
1 Year Change	22.81%
3 Year Change	-0.94%
5 Year Change	90.25%
Change since IPO	38.87%

Recent updates

Shareholder Returns

	VIP	DE Capital Markets	DE Market
7D	-0.9%	-0.8%	-2.0%
1Y	22.8%	17.8%	-0.3%

Return vs Industry: VIP exceeded the German Capital Markets industry which returned 17.8% over the past year.

Return vs Market: VIP exceeded the German Market which returned -0.3% over the past year.

Price Volatility

Is VIP's price volatile compared to industry and market?
VIP volatility
VIP Average Weekly Movement	4.2%
Capital Markets Industry Average Movement	4.5%
Market Average Movement	4.8%
10% most volatile stocks in DE Market	10.0%
10% least volatile stocks in DE Market	2.4%

Stable Share Price: VIP has not had significant price volatility in the past 3 months.

Volatility Over Time: VIP's weekly volatility (4%) has been stable over the past year.

About the Company

Founded	Employees	CEO	Website
1988	824	George Aylward	www.virtus.com

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.

Virtus Investment Partners, Inc. Fundamentals Summary

How do Virtus Investment Partners's earnings and revenue compare to its market cap?
VIP fundamental statistics
Market cap	€1.51b
Earnings (TTM)	€122.63m
Revenue (TTM)	€793.54m

12.6x

P/E Ratio

2.0x

P/S Ratio

Is VIP overvalued?

See Fair Value and valuation analysis

Earnings & Revenue

Key profitability statistics from the latest earnings report (TTM)
VIP income statement (TTM)
Revenue	US$845.27m
Cost of Revenue	US$501.54m
Gross Profit	US$343.72m
Other Expenses	US$213.10m
Earnings	US$130.62m

Last Reported Earnings

Dec 31, 2023

Next Earnings Date

Apr 26, 2024

Earnings per share (EPS)	18.33
Gross Margin	40.66%
Net Profit Margin	15.45%
Debt/Equity Ratio	26.0%

How did VIP perform over the long term?

See historical performance and comparison

Dividends

3.3%

Current Dividend Yield

39%

Payout Ratio

Does VIP pay a reliable dividends?

See VIP dividend history and benchmarks

When do you need to buy VIP by to receive an upcoming dividend?
Virtus Investment Partners dividend dates
Ex Dividend Date	Apr 29 2024
Dividend Pay Date	May 15 2024
Days until Ex dividend	6 days
Days until Dividend pay date	22 days

Does VIP pay a reliable dividends?

See VIP dividend history and benchmarks

VIP Stock Overview

Rewards

Risk Analysis

Virtus Investment Partners, Inc. Competitors

XTRA:MLP

€602.5m

XTRA:MUX

€850.8m

HMSE:AR4

€372.0m

XTRA:DBAN

€514.0m

Price History & Performance

Recent News & Updates

Upcoming dividend of US$1.90 per share

Virtus Investment Partners, Inc. to Report Q1, 2024 Results on Apr 26, 2024

Virtus Investment Partners, Inc., Annual General Meeting, May 15, 2024

Independent Non-Executive Director recently sold €490k worth of stock

Full year 2023 earnings released: EPS: US$18.02 (vs US$15.90 in FY 2022)

Dividend of US$1.90 announced

Recent updates

Upcoming dividend of US$1.90 per share

Virtus Investment Partners, Inc. to Report Q1, 2024 Results on Apr 26, 2024

Virtus Investment Partners, Inc., Annual General Meeting, May 15, 2024

Independent Non-Executive Director recently sold €490k worth of stock

Full year 2023 earnings released: EPS: US$18.02 (vs US$15.90 in FY 2022)

Dividend of US$1.90 announced

Virtus Investment Partners, Inc. Declares Quarterly Cash Dividend for the First Quarter of 2024, Payable on May 15, 2024

Executive VP recently sold €1.7m worth of stock

Full year 2023 earnings released: EPS: US$18.02 (vs US$15.90 in FY 2022)

Now 22% undervalued

Upcoming dividend of US$1.90 per share at 3.2% yield

Virtus Investment Partners, Inc. to Report Q4, 2023 Results on Feb 02, 2024

Virtus Investment Partners, Inc.(NYSE:VRTS) dropped from NASDAQ Composite Index

Now 21% undervalued

Virtus Investment Partners Declares Quarterly Cash Dividend for the Fourth Quarter of 2023, Payable on February 15, 2024

Virtus Investment Partners, Inc. Names Andra Purkalitis as Executive Vice President, Chief Legal Officer, General Counsel, and Corporate Secretary

Third quarter 2023 earnings released: EPS: US$4.26 (vs US$4.34 in 3Q 2022)

Upcoming dividend of US$1.90 per share at 4.4% yield

Virtus Investment Partners, Inc. to Report Q3, 2023 Results on Oct 27, 2023

Virtus Investment Partners, Inc. Approves a Quarterly Common Stock Cash Dividend for the Third Quarter of 2023, Payable on November 15, 2023

Second quarter 2023 earnings released: EPS: US$4.14 (vs US$2.34 in 2Q 2022)

Now 20% undervalued

Upcoming dividend of US$1.65 per share at 3.0% yield

Virtus Investment Partners, Inc. Announces Executive Appointments

First quarter 2023 earnings released: EPS: US$5.33 (vs US$4.38 in 1Q 2022)

Upcoming dividend of US$1.65 per share at 3.5% yield

Now 21% undervalued after recent price drop

Now 21% undervalued

Full year 2022 earnings released: EPS: US$15.90 (vs US$27.13 in FY 2021)

Upcoming dividend of US$1.65 per share

Virtus Investment Partners, Inc. to Report Q4, 2022 Results on Feb 03, 2023

Now 20% undervalued

Stone Harbor Investment Partners Introduces Actively Managed Emerging Market High Yield Debt Etf

Virtus Investment Partners, Inc. Declares Quarterly Cash Dividend on Common Stock, Payable on February 15, 2023

Insufficient new directors

Insufficient new directors

Third quarter 2022 earnings released: EPS: US$4.34 (vs US$7.64 in 3Q 2021)

Virtus Investment Partners, Inc. (NasdaqGS : VRTS) agreed to acquire AlphaSimplex Group, LLC fromNatixis Investment Managers, L.P.

Upcoming dividend of US$1.65 per share

Virtus Investment Partners, Inc. to Report Q3, 2022 Results on Oct 26, 2022

Virtus Investment Partners, Inc. Increases Quarterly Common Stock Dividend, Payable on November 15, 2022

Second quarter 2022 earnings released: EPS: US$2.34 (vs US$8.18 in 2Q 2021)

Upcoming dividend of US$1.50 per share

Virtus Investment Partners, Inc. to Report Q2, 2022 Results on Jul 29, 2022

Virtus Investment Partners, Inc. Declares Cash Dividend for the Second Quarter of 2022, Payable on August 15, 2022

First quarter 2022 earnings released: EPS: US$4.38 (vs US$4.79 in 1Q 2021)

Upcoming dividend of US$1.50 per share

Virtus Investment Partners, Inc. to Report Q1, 2022 Results on Apr 29, 2022

Virtus Investment Partners, Inc., Annual General Meeting, May 18, 2022

Virtus Investment Partners, Inc. Declares Cash Dividend for the First Quarter of 2022, Payable on May 13, 2022

Full year 2021 earnings: Revenues and EPS in line with analyst expectations

Upcoming dividend of US$1.50 per share

Virtus Investment Partners, Inc. (NasdaqGS:VRTS) completed the acquisition of Stone Harbor Investment Partners LP from SHIP Capital Partners, LP and Stone Harbor Investment Partners GP, LLC.

Executive VP & Head of Distribution recently sold €1.3m worth of stock

Insider recently sold €88k worth of stock

Insider recently sold €300k worth of stock

Third quarter 2021 earnings released: EPS US$7.64 (vs US$3.86 in 3Q 2020)

Upcoming dividend of US$1.50 per share

Independent Non-Executive Director recently sold €428k worth of stock