Virtus Investment Partners, Stock Buy Hold or Sell Recommendation
| VRTS Stock | USD 239.70 2.97 1.22% |
Given the investment horizon of 90 days and your above-average risk tolerance, our recommendation regarding Virtus Investment Partners, is 'Strong Buy'. A buy or sell recommendation is an automated directive regarding whether to purchase or sell Virtus Investment Partners, given historical horizon and risk tolerance. When we issue a 'buy' or 'sell' recommendation for Virtus Investment Partners,, the advice is generated through an automated system that utilizes algorithms and statistical models.
Check out Virtus Investment Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool. Note, we conduct extensive research on individual companies such as Virtus and provide practical buy, sell, or hold advice based on investors' constraints. Virtus Investment Partners,. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in estimate.
Virtus |
Execute Virtus Investment Buy or Sell Advice
The Virtus recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on Virtus Investment Partners,. Macroaxis does not own or have any residual interests in Virtus Investment Partners, or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Virtus Investment's advice using the current market data and latest reported fundamentals.
Time Horizon
Risk Tolerance
 |  |
Strong Buy
Market Performance | OK | Details | |
Volatility | Very steady | Details | |
Hype Condition | Low key | Details | |
Current Valuation | Overvalued | Details | |
Odds Of Distress | Very Low | Details | |
Economic Sensitivity | Hyperactively responds to market trends | Details | |
Investor Sentiment | Alarmed | Details | |
Analyst Consensus | Hold | Details | |
Financial Strenth (F Score) | Poor | Details | |
Financial Leverage | Not Rated | Details | |
Reporting Quality (M-Score) | Unlikely Manipulator | Details |
Virtus Investment Trading Alerts and Improvement Suggestions
| Virtus Investment has a poor financial position based on the latest SEC disclosures | |
| Over 84.0% of the company outstanding shares are owned by institutional investors | |
| On 13th of November 2024 Virtus Investment paid $ 2.25 per share dividend to its current shareholders | |
| Latest headline from finance.yahoo.com: Duff Phelps Utility and Infrastructure Fund Inc. Announces Dividends |
Virtus Investment Returns Distribution Density
The distribution of Virtus Investment's historical returns is an attempt to chart the uncertainty of Virtus Investment's future price movements. The chart of the probability distribution of Virtus Investment daily returns describes the distribution of returns around its average expected value. We use Virtus Investment Partners, price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Virtus Investment returns is essential to provide solid investment advice for Virtus Investment.
| Mean Return | 0.33 | Value At Risk | -2.19 | Potential Upside | 3.13 | Standard Deviation | 1.93 |
Return Density |
| Distribution |
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Virtus Investment historical returns presented in an easy-to-digest graphical form helps investors and money managers understand the risk-reward trade-off of different investement strategies.
Virtus Stock Institutional Investors
The Virtus Investment's institutional investors refer to entities that pool money to purchase Virtus Investment's securities or originate loans. These institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds.
| Shares | Basswood Capital Management Llc | 2024-09-30 | 110.4 K | Victory Capital Management Inc. | 2024-09-30 | 98.6 K | Northern Trust Corp | 2024-09-30 | 96.3 K | Bank Of New York Mellon Corp | 2024-09-30 | 91.7 K | Brown Advisory Holdings Inc | 2024-09-30 | 87.7 K | T. Rowe Price Associates, Inc. | 2024-09-30 | 83.2 K | Fisher Asset Management, Llc | 2024-09-30 | 68.4 K | American Century Companies Inc | 2024-09-30 | 61.2 K | Norges Bank | 2024-06-30 | 60.3 K | Blackrock Inc | 2024-06-30 | 1.1 M | Vanguard Group Inc | 2024-09-30 | 900.9 K |
Virtus Investment Cash Flow Accounts
| 2019 | 2020 | 2021 | 2022 | 2023 | 2024 (projected) | ||
| Change In Cash | 67.3M | 17.9M | 246.3M | 3.0M | (248.2M) | (235.8M) | |
| Free Cash Flow | (44.3M) | (227.1M) | 659.9M | 126.1M | 228.3M | 239.8M | |
| Depreciation | 39.6M | 38.9M | 50.8M | 64.2M | 68.4M | 71.9M | |
| Other Non Cash Items | (205.7M) | (416.8M) | 293.8M | (57.2M) | (13.3M) | (14.0M) | |
| Dividends Paid | 25.3M | 24.9M | 31.4M | 47.3M | 52.0M | 54.6M | |
| Capital Expenditures | 7.6M | 1.0M | 5.8M | 6.6M | 8.8M | 9.3M | |
| Net Income | 105.5M | 120.0M | 262.8M | 106.6M | 141.5M | 148.5M | |
| End Period Cash Flow | 321.9M | 339.8M | 586.1M | 589.2M | 341.0M | 188.2M | |
| Change To Netincome | (994.2M) | (1.3B) | (1.2B) | 26.2M | 23.6M | 24.8M | |
| Change To Inventory | 24.7M | 3.0M | (13.7M) | (72.6M) | (65.4M) | (62.1M) | |
| Investments | 2.0M | 8.7M | (175.0M) | (27.5M) | (129.1M) | (122.6M) | |
| Net Borrowings | 164.1M | 306.4M | (213.9M) | 101.7M | 116.9M | 170.0M |
Virtus Investment Greeks
Most traded equities are subject to two types of risk - systematic (i.e., market) and unsystematic (i.e., nonmarket or company-specific) risk. Unsystematic risk is the risk that events specific to Virtus Investment or Capital Markets sector will adversely affect the stock's price. This type of risk can be diversified away by owning several different stocks in different industries whose stock prices have shown a small correlation to each other. On the other hand, systematic risk is the risk that Virtus Investment's price will be affected by overall stock market movements and cannot be diversified away. So, no matter how many positions you have, you cannot eliminate market risk. However, you can measure a Virtus stock's historical response to market movements and buy it if you are comfortable with its volatility direction. Beta and standard deviation are two commonly used measures to help you make the right decision.
α | Alpha over Dow Jones | 0.13 | |
β | Beta against Dow Jones | 2.10 | |
σ | Overall volatility | 1.91 | |
Ir | Information ratio | 0.12 |
Virtus Investment Volatility Alert
Virtus Investment Partners, has relatively low volatility with skewness of 1.67 and kurtosis of 6.59. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Virtus Investment's stock risk against market volatility during both bullish and bearish trends. The higher level of volatility that comes with bear markets can directly impact Virtus Investment's stock price while adding stress to investors as they watch their shares' value plummet. This usually forces investors to rebalance their portfolios by buying different financial instruments as prices fall.Virtus Investment Fundamentals Vs Peers
Comparing Virtus Investment's fundamentals to the average values of its peers is one of the most widely used and accepted methods of equity analyses. It helps to analyze Virtus Investment's direct or indirect competition across all of the common fundamentals between Virtus Investment and the related equities. This way, we can detect undervalued stocks with similar characteristics as Virtus Investment or determine the stocks which would be an excellent addition to an existing portfolio. Peer analysis of Virtus Investment's fundamental indicators could also be used in its relative valuation, which is a method of valuing Virtus Investment by comparing valuation metrics with those of similar companies.
| Better Than Average | Worse Than Average | Compare Virtus Investment to competition |
| Fundamentals | Virtus Investment | Peer Average |
| Return On Equity | 0.16 | -0.31 |
| Return On Asset | 0.0282 | -0.14 |
| Profit Margin | 0.13 % | (1.27) % |
| Operating Margin | 0.23 % | (5.51) % |
| Current Valuation | 3.55 B | 16.62 B |
| Shares Outstanding | 7.02 M | 571.82 M |
| Shares Owned By Insiders | 6.12 % | 10.09 % |
| Shares Owned By Institutions | 83.59 % | 39.21 % |
| Number Of Shares Shorted | 70.39 K | 4.71 M |
| Price To Earning | 13.04 X | 28.72 X |
| Price To Book | 1.89 X | 9.51 X |
| Price To Sales | 1.89 X | 11.42 X |
| Revenue | 845.27 M | 9.43 B |
| Gross Profit | 402.51 M | 27.38 B |
| EBITDA | 151.48 M | 3.9 B |
| Net Income | 141.48 M | 570.98 M |
| Cash And Equivalents | 358.2 M | 2.7 B |
| Cash Per Share | 49.24 X | 5.01 X |
| Total Debt | 2.18 B | 5.32 B |
| Debt To Equity | 0.38 % | 48.70 % |
| Current Ratio | 2.74 X | 2.16 X |
| Book Value Per Share | 126.71 X | 1.93 K |
| Cash Flow From Operations | 237.16 M | 971.22 M |
| Short Ratio | 2.40 X | 4.00 X |
| Earnings Per Share | 16.44 X | 3.12 X |
| Price To Earnings To Growth | 0.62 X | 4.89 X |
| Target Price | 241.25 | |
| Number Of Employees | 824 | 18.84 K |
| Beta | 1.44 | -0.15 |
| Market Capitalization | 1.68 B | 19.03 B |
| Total Asset | 3.68 B | 29.47 B |
| Retained Earnings | 207.36 M | 9.33 B |
| Working Capital | 303.52 M | 1.48 B |
Note: Disposition of 2712 shares by Angerthal Michael A of Virtus Investment at 233.09 subject to Rule 16b-3 [view details]
Virtus Investment Market Momentum
Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as Virtus . With many different options, investors must choose the best indicators for them and familiarize themselves with how they work. We suggest combining traditional momentum indicators with more near-term forms of technical analysis such as Accumulation Distribution or Daily Balance Of Power. With their quantitative nature, daily value technical indicators can also be incorporated into your automated trading systems.
| Accumulation Distribution | 0.0171 | |||
| Daily Balance Of Power | (0.71) | |||
| Rate Of Daily Change | 0.99 | |||
| Day Median Price | 241.31 | |||
| Day Typical Price | 240.77 | |||
| Market Facilitation Index | 4.16 | |||
| Price Action Indicator | (3.09) | |||
| Period Momentum Indicator | (2.97) | |||
| Relative Strength Index | 66.31 |
About Virtus Investment Buy or Sell Advice
When is the right time to buy or sell Virtus Investment Partners,? Buying financial instruments such as Virtus Stock isn't very hard. However, what challenging for most investors is doing it at the right time to beat the market. Proper market timing is something most people cannot do without sophisticated tools, which help to isolate the right opportunities. Macroaxis provides hands-on modules to deliver winning trades and diversify your portfolios on a daily basis. Most of our advising modules are very easy to use and apply.
Please read more on our stock advisor page.
Use Investing Ideas to Build Portfolios
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Gold and Gold Mining
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Additional Tools for Virtus Stock Analysis
When running Virtus Investment's price analysis, check to measure Virtus Investment's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Virtus Investment is operating at the current time. Most of Virtus Investment's value examination focuses on studying past and present price action to predict the probability of Virtus Investment's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Virtus Investment's price. Additionally, you may evaluate how the addition of Virtus Investment to your portfolios can decrease your overall portfolio volatility.