RankAlpha logo
Back to Rankings

VRTS

Virtus Investment PartnersB
NYSE / Financial Services
Last Price
Quote time unavailable
View Chart
Current thesis
The Q2 update showed sequential improvement in AUM, sales and net flows, with particularly strong institutional activity and positive flows in several non-quality-equity businesses. ETF expansion and capital return provide supportive medium-term offsets.
Posture
Constructive
Lead driver
Sentiment
What changed
Sentiment remains the lead driver in the composite, 7D delta +8.3.
What can break
AUM and fee revenue remain sensitive to market performance, client flows and investment performance.
Momentum
50
Value
61
Sentiment
69
Setup hits (3d)
0 · Net Neutral
AI TargetsBase $165.00 · Bull $190.00 · Bear $140.00Analysis 2026-08-04; returns require an exact persisted reference.
Data freshness
Prices
Unavailable: Price unavailable
Fundamentals
As of 2026-08-17 • Vendor: Data Vendor v1
Scores
As of 2026-09-09 • Model: HYBRID_IC_RP
AI Memo
As of 2026-08-04 • Model: RankAlpha Sentiment Codex
Investment thesis
As of 2026-09-09

Grade is the composite factor band; factor scores use a 0–100 scale. Confidence describes evidence quality, not a probability of return. Score date: 2026-09-09. Definitions

Supporting evidence
What
Grade B · Constructive
Confidence Medium · Net Neutral
Target $148.00
Why
Momentum50 · Δ7d -25.6
Value61 · Δ7d 0.0
Sentiment69 · Δ7d +8.3
So what
Strength-led posture (Net Neutral). Favor watchlist adds and disciplined entries.

Confirming evidence

  • • Sentiment remains the lead driver in the composite, 7D delta +8.3.

Contradictions & invalidation

  • • AUM and fee revenue remain sensitive to market performance, client flows and investment performance.
  • • Adjusted earnings and operating margin remain below the prior-year period.
  • • The earnings quality remains mixed: company-reported adjusted EPS fell 20% year over year and adjusted margin declined from 31.3% to 26.1%.

Catalyst clock

2026-07-30

Q2 results were mixed, with improved flows but lower adjusted earnings

Lead driver: Sentiment · See AI snapshot
Momentum
50
9% active weight
Current posture
7d trendSoftening
Δ7d
-25.6
Δ21d
-36.6
Value
61
28% active weight
Current posture
7d trendFlat
Δ7d
0.0
Δ21d
+0.1
Sentiment
69
62% active weight
Current posture
7d trendImproving
Δ7d
+8.3
Δ21d
+9.4
Why this grade

Composite grade B. Momentum 49.6 / Value 61.2 / Sentiment 68.9

Scenario snapshot

Scenario probability is memo-authored likelihood, not forecast certainty. Targets belong to the analysis dated 2026-08-04. Scenario method

B+
Bull case
25%
Probability
Target price
$190.00
Analysis reference price unavailable
Analysis 2026-08-04 · RankAlpha Sentiment Codex
Most likely
B
Base case
50%
Probability
Target price
$165.00
Analysis reference price unavailable
Analysis 2026-08-04 · RankAlpha Sentiment Codex
B-
Bear case
25%
Probability
Target price
$140.00
Analysis reference price unavailable
Analysis 2026-08-04 · RankAlpha Sentiment Codex
Fundamentals (TTM)
As of 2026-08-17
Market Cap
$1.11B
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 2026-09-09 • Updated nightlySource: Internal modelMethods & Data