Virtus Investment (Germany) Performance
| VIP Stock | EUR 111.00 5.00 4.72% |
The company shows a Beta (Systematic Risk) of 0.0456, which alludes to very low measured sensitivity to broad market movements. With a sub-1 beta, Virtus Investment typically participates in market rallies at a reduced pace while often limiting downside exposure. At this point, Virtus Investment has a negative expected return of -0.32%.
Risk-Adjusted Performance
Weak
Weak | Strong |
Virtus Investment Partners has delivered negative risk-adjusted returns across the last 90 days, suggesting that volatility was not compensated by return. The result matters because weak risk-adjusted return can persist even when isolated price moves briefly look constructive. Despite uncertain performance in the last few months, the stock's basic indicators remain nearly stable, which may send shares a bit higher in April 2026. The current disturbance may also be a sign of long-run up-swing for the company's stockholders. Learn More
Forward Dividend Yield 0.0769 | Payout Ratio 0.4582 | Forward Dividend Rate 8.15 | Ex Dividend Date 2026-04-30 |
1 | Piper Sandler Lowers Price Target for VRTS to 206 While Maintai - Guru Focus | 02/04/2026 |
2 | Virtus Investment Partners Just Paid Investors 2.40 In Dividends - 247 Wall St. | 02/12/2026 |
3 | Virtus Investment Partners, Inc. VRTS Shares Bought by Center Book Partners LP - Market Beat | 02/20/2026 |
4 | A-rated 5.5 percent Virtus preferred shares now callable at 25 - Stock Titan | 03/04/2026 |
5 | Virtus Investment Partners Hits New 52-Week Low at 132.34 - Markets Mojo | 03/09/2026 |
6 | Virtus Investment Partners Reaches New 12-Month Low - Heres What Happened - Market Beat | 03/13/2026 |
Virtus |
Relative Risk vs. Return Landscape
If you had invested € 13,793 in Virtus Investment Partners on December 26, 2025 and sold it today you would have lost € 2,693 from holding Virtus Investment Partners or given up 19.52% of portfolio value over 90 days. Virtus Investment Partners is currently producing negative expected returns and carries 2.5686% volatility of returns over 90 trading days. Put another way, 23% of traded stocks are less volatile than Virtus, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Target Price Odds to finish over Current Price
The tendency of Virtus Stock price to converge on an average value over time is a well-known pattern in finance. Despite this pattern, historical data suggests that some stocks remain persistently mispriced until markets correct. Persistent mispricings are often associated with additional risk factors that the market prices gradually over time.
| Current Price | Horizon | Target Price | Odds moving above the current price in 90 days |
| 111.00 | 90 days | 111.00 | about 90.38 |
Based on a normal probability distribution, the odds of Virtus Investment moving above the current price in 90 days from now are about 90.38 . Over this horizon, the return distribution for this stock has leaned toward above-current outcomes historically. (The density curve centers on the price range the market has recently treated as most probable for Virtus Stock over the next 90 days).
Virtus Investment Price Density |
| Price |
Predictive Modules for Virtus Investment
Numerous approaches exist for forecasting the stock market and estimating future values of Virtus Investment. Although accurate forecasting remains elusive, the process of modeling scenarios is a valuable part of decision-making. The most effective strategy is often to combine methods and recognize that uncertainty limits any single forecast.Experienced market participants anticipate that Virtus Investment's price will even out over time. Periods when Virtus Investment's deviates significantly from its historical mean may warrant further fundamental analysis. Experienced Virtus Investment's investors use mean reversion as a complement to momentum analysis.
Primary Risk Indicators
The last 10-20 years have been a volatile period for the stock market, and Virtus Investment is no exception. Virtus Investment has experienced periods of rapid price declines followed by equally strong recoveries. A hedging strategy that accounts for Virtus Investment's changing volatility and elasticity can protect against downside risk.α | Alpha over Dow Jones | -0.2942 | |
β | Beta against Dow Jones | 0.05 | |
σ | Overall volatility | 12.07 | |
Ir | Information ratio | -0.0963 |
Investor Alerts and Insights
Automated alerts tied to Virtus Investment help investors stay ahead of material changes in stock conditions. Virtus Investment notifications flag important changes in technical indicators, fundamentals, and market conditions. The notification system covers both scheduled events and unexpected stock movements for Virtus Investment.| Virtus Investment generated a negative expected return over the last 90 days | |
| Virtus Investment Partners has accumulated about 197.7 M in cash with -67.2 M of positive cash flow from operations. This results in cash-per-share (CPS) ratio of 28.29. | |
| Over 90.0% of the company outstanding shares are owned by institutional investors | |
| Latest headline from news.google.com: Virtus Investment Partners Reaches New 12-Month Low - Heres What Happened - Market Beat |
Virtus Investment Fundamentals Growth
Virtus Stock prices reflect investors' perceptions of Virtus Investment's future prospects and financial health. Revenue trajectory, earnings quality, profit margins, and leverage levels shape Virtus Stock market performance. Virtus Investment's revenue trajectory, earnings quality, and leverage are the key drivers of Virtus Stock market valuation.
| Return On Equity | 0.13 | |||
| Return On Asset | 0.0252 | |||
| Profit Margin | 0.16 % | |||
| Operating Margin | 0.20 % | |||
| Current Valuation | 2.8 B | |||
| Shares Outstanding | 6.7 M | |||
| Price To Earning | 9.29 X | |||
| Price To Book | 0.88 X | |||
| Price To Sales | 0.88 X | |||
| Revenue | 847.89 M | |||
| Gross Profit | 363.1 M | |||
| EBITDA | 230.78 M | |||
| Net Income | 138.4 M | |||
| Cash And Equivalents | 197.7 M | |||
| Cash Per Share | 28.29 X | |||
| Total Debt | 3.25 B | |||
| Debt To Equity | 48.90 % | |||
| Book Value Per Share | 120.20 X | |||
| Cash Flow From Operations | -67.2 M | |||
| Earnings Per Share | 17.28 X | |||
| Total Asset | 4.29 B | |||
| Retained Earnings | 340.9 M | |||
Performance Metrics & Calculation Methodology
Drawdown analysis for Virtus Investment measures how deep losses have been and how long recovery has taken historically. Historical performance suggests relatively contained downside variability. Virtus Investment shows ROE of 13.29%, ROA of 2.52%.
Virtus Investment Partners metrics are compiled from periodic company reporting and market reference feeds and normalized before display. Not all fields update in real time. Return and risk statistics are calculated from historical price series.