Event-Driven Stocks

VIRTUS INVESTMENT PARTNERS, INC.

VRTSNYSE

Financials · Investment Advice · DE · SEC filings ↗ · Compare ⊕

View price & chart on Yahoo Finance ↗
Signs● 2 good● 3 warning● 1 severedetails ↓

Financials

SEC XBRL · annual
 FY25FY24FY23FY22FY21FY20
Revenue$852.9M$906.9M$845.3M$886.4M$979.2M$603.9M
Operating income$168.7M$182.5M$151.5M$197.5M$325.5M$143.2M
Net income$136.0M$152.5M$141.5M$106.6M$208.1M$80.0M
Total assets$4.29B$3.99B$3.68B$3.95B$3.93B$3.47B
Total liabilities$3.25B$2.99B$2.71B$3.02B$2.96B$2.63B
Equity$934.0M$897.5M$863.9M$817.0M$828.3M$711.1M
EPS (diluted)$19.97$16.89$17.71$15.50$26.01$10.02
Shares out.7.0M7.1M7.2M7.5M7.6M7.7M

Reported figures from the company's SEC filings (XBRL). Blank where a line item isn't cleanly tagged — never estimated.

Key ratios

from filings · FY2025
Operating margin
19.8%
Net margin
15.9%
Return on equity
14.6%
Return on assets
3.2%
Return on capital (ROCE)
—
Liabilities / assets
75.8%
Debt / equity
3.48×
Book value / share
$134.06
Revenue growth (YoY)
−6.0%
Net income growth (YoY)
−10.8%

Computed from the company's own SEC figures — no market price, so these are facts, not a valuation. Book value per share is reported equity ÷ shares; it is not the stock price.

Financial health

forensic scores · FY2025
Accruals / assets
4.7%clean
Piotroski F-Score
2/8weak

Altman Z″is a textbook bankruptcy-distress score from book values only (>2.6 safe · 1.1–2.6 grey · <1.1 distress). Accruals = (net income − operating cash flow) ÷ assets; persistently high accruals are an earnings-quality red flag. Beneish M-Scoreis an eight-ratio screen comparing this year with last (M > −1.78 = elevated manipulation-risk screen, not proof). Piotroski F-Scorecounts how many of nine fundamental-health checks pass (shown as passed / applicable; we use operating margin and total liabilities as documented proxies where the exact input isn't XBRL-tagged). Computed from SEC filings — descriptive factors, not advice or a forecast.

Quality score

EDS Score
43
/ 100
Profitability 100Growth 0Catalyst 33Earnings quality 33Financial strength 50

Our own multi-factor score from free SEC data — profitability, growth, financial strength, earnings quality, and event/ownership catalysts. No market price and no licensed model: each axis is the share of source-backed checks it passes. Descriptive factors, not advice or a forecast.

Signs

● 1 severe● 3 warning● 2 good
  • Filed a late-filing notice (Form NT) — missed an SEC deadline
  • Revenue declined year-over-year
  • High leverage (liabilities > 70% of assets)
  • Negative operating cash flow
  • Operating margin is positive
  • Clean earnings (low accruals)

Derived from the company's own SEC figures (fundamentals, forensic scores, filing discipline) — descriptive factors, not advice or a forecast.

Risk flags

late SEC filings

A Form NT means the company notified the SEC it would file a periodic report late — often an accounting, audit or liquidity warning sign. Also search SEC enforcement actions for this company.

5%+ owners

SEC Schedule 13D / 13G · last 3 yrs

Holders who disclosed a 5%+ stake. 13D signals intent to influence or control; 13G is a passive holding. Latest filing per holder — open it for the exact stake.

Short interest

FINRA · bi-monthly
SettlementShares shortDays to coverΔ vs prior
May 15, 2026351,7623.4+7.1%
Apr 30, 2026328,5393.6+25.5%
Apr 15, 2026261,7192.2+15.1%
Mar 31, 2026227,3241.8+47.2%
Mar 13, 2026154,3881.8-10.3%

Shares sold short as reported to FINRA. Days-to-cover = short shares ÷ average daily volume — higher means more potential squeeze pressure.

Material events

SEC Form 8-K · most recent

Events the company reported on Form 8-K, labelled by the SEC item code it filed under — its own classification, not our interpretation.

Recent SEC filings

All filings ↗

Event-driven situations (2)

Spot an error in this record? Report it. Every correction is verified against the source filing before we change anything.