Virtus Investment Partners, Inc.

Virtus Investment Partners, Inc.verified

VRTS

Price:

$242.09

Market Cap:

$1.70B

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

The ROE as of November 2024 (TTM) for Virtus Investment Partners, Inc. (VRTS) is 13.66%

According to Virtus Investment Partners, Inc.’s latest financial reports and current stock price. The company's current ROE is 13.66%. This represents a change of 300.80% compared to the average of 3.41% 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 14.32%. The current 13.66% ROE has changed -4.64% 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

14.32%

Median

14.73%

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 = 118.88%

Maximum Annual ROE = 25.13%

Minimum Annual Increase = -60.27%

Minimum Annual ROE = 6.29%

Quarterly (TTM)
Annual
YearROEChange
202315.12%5.09%
202214.39%-42.74%
202125.13%48.96%
202016.87%19.17%
201914.16%18.06%
201811.99%90.67%
20176.29%-58.29%
201615.08%118.88%
20156.89%-60.27%
201417.34%13.66%

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

18.21%

5-year avg

17.13%

10-year avg

14.32%

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 Invesco Advantage Municipal Income Trust II (12.62%), less than Invesco Municipal Trust (18.14%), less than Invesco California Value Municipal Income Trust (18.35%), less than Tri-Continental Corporation (15.62%), less than Invesco Trust for Investment Grade Municipals (10.22%), less than Invesco Quality Municipal Income Trust (10.37%), less than Invesco Municipal Opportunity Trust (18.03%), less than MFS High Income Municipal Trust (4.73%), less than DWS Municipal Income Trust (3.59%), less than BrightSphere Investment Group Inc. (0%), greater than Hamilton Lane Incorporated (-864.90%), less than Diamond Hill Investment Group, Inc. (33.57%), less than null (30.80%),

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