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VRTS

Virtus Investment PartnersC
NYSE / Financial Services
Last Price
Quote time unavailable
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Current thesis
The announced dividend and management's statement that the departing mandate is lower-fee could soften the revenue impact of AUM loss. A credible recovery would require better flows and evidence that margins hold despite lower average AUM.
Posture
Mixed
Lead driver
Value
What changed
Value remains the lead driver in the composite, 7D delta -0.2.
What can break
Continued net outflows across retail separate accounts, institutional accounts, and funds could lower fee revenue. [#PR-AUM-2026-10-13]
Momentum
15
Value
62
Sentiment
55
Setup hits (3d)
0 · Net Neutral
AI TargetsBase $120.00 · Bull $145.00 · Bear $95.00Analysis 2026-10-15; returns require an exact persisted reference.
Data freshness
Prices
Unavailable: Price unavailable
Fundamentals
As of 2026-10-26 • Vendor: Data Vendor v1
Scores
As of 2026-10-28 • Model: HYBRID_IC_RP
AI Memo
As of 2026-10-15 • Model: RankAlpha Sentiment Codex
Investment thesis
As of 2026-10-28

Grade is the composite factor band; factor scores use a 0–100 scale. Confidence describes evidence quality, not a probability of return. Score date: 2026-10-28. Definitions

Supporting evidence
What
Grade C · Mixed
Confidence Medium · Net Neutral
Target $129.75
Why
Momentum15 · Δ7d -0.8
Value62 · Δ7d -0.2
Sentiment55 · Δ7d +0.2
So what
Balanced signals (Net Neutral). Wait for confirmation before sizing up.

Confirming evidence

  • • Value remains the lead driver in the composite, 7D delta -0.2.

Contradictions & invalidation

  • • Continued net outflows across retail separate accounts, institutional accounts, and funds could lower fee revenue. [#PR-AUM-2026-10-13]
  • • Second-quarter adjusted operating margin fell to 26.1% from 31.3% a year earlier. [#SEC-8K-2026-07-30]
  • • September AUM was approximately 7% below June, before the notified October mandate termination.

Catalyst clock

2026-10-30

October 30 third-quarter results

Lead driver: Value · See fundamentals
Momentum
15
8% active weight
Current posture
7d trendFlat
Δ7d
-0.8
Δ21d
+8.4
Value
62
47% active weight
Current posture
7d trendFlat
Δ7d
-0.2
Δ21d
+0.4
Sentiment
55
45% active weight
Current posture
7d trendFlat
Δ7d
+0.2
Δ21d
-38.2
Why this grade

Composite grade C. Momentum 14.9 / Value 62.3 / Sentiment 54.9

Scenario snapshot

Scenario probability is memo-authored likelihood, not forecast certainty. Targets belong to the analysis dated 2026-10-15. Scenario method

B+
Bull case
25%
Probability
Target price
$145.00
Analysis reference price unavailable
Analysis 2026-10-15 · RankAlpha Sentiment Codex
Most likely
B
Base case
45%
Probability
Target price
$120.00
Analysis reference price unavailable
Analysis 2026-10-15 · RankAlpha Sentiment Codex
B-
Bear case
30%
Probability
Target price
$95.00
Analysis reference price unavailable
Analysis 2026-10-15 · RankAlpha Sentiment Codex
Fundamentals (TTM)
As of 2026-10-26
Market Cap
$787.7M
Beta
1.47
Shares Out
6.62M
P/E (TTM)
8.6
P/S (TTM)
1.29
P/FCF (TTM)
210.36
Rev YoY
+5.2%
EPS YoY
+9.2%
Gross Margin
+81.6%
Op Margin
+14.9%
Net Debt
$5M
Current Ratio
1.72
As of 2026-10-28 • Updated nightlySource: Internal modelMethods & Data