VRTS Virtus Investment Partners, Inc. · $164.46 Extended — don't chase; wait for a pullback过度拉升 — 勿追高；等待回撤 Terminal终端 ↗

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Virtus Investment Partners, Inc. · Financials

VRTS

$164.46
Virtus Investment Partners, Inc. is an American company which operates as a multi-manager asset management business, comprising a number of individual affiliated managers, each having its own investment process and brand, and the services of unaffiliated sub advisers.VirtusInvestmentPartners,Inc.是一家美国公司，作为多基金经理资产管理业务运营，旗下包括多个独立的关联管理公司，各自拥有独立的投资流程和品牌，并提供非关联次级顾问服务。
Distressed困境股 Small cap小盘 $1B
Engine stance引擎立场2026-07-20
Extended — don't chase; wait for a pullback过度拉升 — 勿追高；等待回撤
You missed the bottoming entry — the low already formed and price is now extended (momentum is fading — the daily moment已错过筑底入场——低点已经形成，目前价格已拉伸（动量正在衰竭——日线动量已开始掉头向下）。不要追高；等待回调至 10 日均线或下一个周期低点。若已持有则继续持有。
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Key Statistics关键统计

Price价格
$164.46
18.6% below 52-week high低于52周高点 18.6%
Market Cap市值
$1B
Normal volume正常成交量
P/E Ratio市盈率
8.1x
15.0x sector median
Beta贝塔
0.97
Moves about 1.0x the market波动幅度约为市场的 1.0 倍
RSI (14)RSI（14）
65
Elevated偏高
Next Earnings下次财报
2026-07-24 (5d)
Volatility Rank波动率分位
92th pctile
hist. vol. percentile历史波动率分位数
Short Interest空头兴趣
7.6% of float

Performance价格表现

Period周期 VRTS S&P 500vs Index对比指数
1 Week近1周 +2.7% -1.5% Beat the index by 4.2 points跑赢指数 4.2 个百分点
1 Month近1月 +15.1% +0.6% Beat the index by 14.5 points跑赢指数 14.5 个百分点
3 Months近3月 +19.7% +4.7% Beat the index by 15.0 points跑赢指数 15.0 个百分点
6 Months近6月 +0.2% +7.8% Lagged the index by 7.6 points落后指数 7.6 个百分点
Year to date年初至今 +4.4% +9.1% Lagged the index by 4.7 points落后指数 4.7 个百分点
1 Year近1年 -17.2% +19.4% Lagged the index by 36.6 points落后指数 36.6 个百分点
3 Years近3年 -12.9% +69.4% Lagged the index by 82.3 points落后指数 82.3 个百分点

Technicals技术面

RSI (14)RSI（14） 65 Elevated偏高
vs 50-day相对50日均线 +12.4% vs 50-day avg
vs 200-day相对200日均线 +9.6% vs 200-day avg
Volatility rank波动率分位 92th percentile 分位
Engine reference levels — not advice引擎参考水平 — 非投资建议
Buy zone买入区间
$155.85
Don't chase above不追高于
$164.50
Stop止损
$135.70
Extended — wait for a pullback过度拉伸 — 等待回撤

Earnings财务业绩

5
days until next report天后公布财报
2026-07-24

Estimates being cut预期下调

Earnings call transcripts — coming soon财报电话会议记录 — 即将上线

Valuation估值

Multiple指标 VRTS Sector median行业中位 Cheaper than相对便宜
P/E (trailing)市盈率（历史） 8.10x 14.99
94%
P/B市净率 1.18x 1.52
77%
P/S市销率 1.29x 2.87
75%
Earnings yield盈利收益率 12.35% 6.58
95%
Shareholder yield股东收益率 11.32% 3.91
90%
Analyst price targets — coming soon分析师目标价 — 即将上线

Financials财务数据

Revenue营业收入
$603.9M
2020
$979.2M
2021
$886.4M
2022
$845.3M
2023
$906.9M
2024
$852.9M
2025
5yr CAGR5年复合增速: 7.1%
Earnings Per Share每股收益
$10.02
2020
$26.01
2021
$15.50
2022
$17.71
2023
$16.89
2024
$19.97
2025
5yr CAGR5年复合增速: 14.8%
Free Cash Flow自由现金流
-$227.1M
2020
$659.9M
2021
$126.1M
2022
$228.3M
2023
-$3.8M
2024
-$74.1M
2025
Margins利润率
Operating margin营业利润率
19.8%
Net margin净利率
15.9%
FCF margin自由现金流利润率
-7.9%
14.6%Return on Equity股本回报率
3.2%Return on Assets资产回报率
Leverage杠杆
Net debt / EBITDA净债务/EBITDA-0.38
Capital Allocation资本配置
Buybacks (TTM)回购（TTM）$60.0M
Stock-based comp股权薪酬$24.0M
Share count change (1y)股数变化（1年）-3.9%
Piotroski皮奥特罗斯基 2/7 Altman Z阿尔特曼Z: distress (0.6) Watch关注

Snapshot Gauges综合指标

Valuation vs Sector估值相对行业
Looks cheap vs sector相对行业偏便宜
Cheaper than 82% of its sector on blended multiples综合估值倍数低于行业内 82% 的公司
Beta市场敏感度
0.97×
0.21×3×
Moves about 1.0× the market波动幅度约为市场的 1.0 倍
Financial Health财务健康
2/7
Altman阿尔特曼: distress
Weak financial health财务健康状况偏弱
Dividend分红
—
Does not pay a dividend不派发股息

Why Is It Moving为何波动

Macro宏观 Short-duration name into a restrictive, rising-real-rate regime → rate tailwind.短久期标的进入偏紧、实际利率上行的环境→利率顺风。
Positioning持仓 Short interest changed +15.7%空头仓位变动 +15.7%
Technical技术面 VRTS RSI reached overboughtVRTS RSI进入超买

Ownership & Smart Money持仓与聪明钱

Insider activity内部人员活动: -$0.5M net (1 buyers, 1 sellers)-$0.5M 净值（1 买家，1 卖家）

Signal History信号历史

BOTTOMING → NEARING A HIGH筑底中 → 接近高点
TAKE PROFITS. A daily bottoming setup did fire (swing low in, momentum turned up), but it's LATE — price is already extended above the cycle low (formed ~15 day(s) ago @ 135.69) and momentum is fading — the daily momentum is already rolling over. A momentum cross is a LAGGING confirmation: after a vertical run it only triggers once the move is mature, so the bottoming entry has already passed. This is a chase, not a fresh buy. Last cycle was left-translated (topped early) — a bearish structural tell止盈。日线筑底形态确实已经触发（摆动低点出现、动量转向上行），但为时已晚——价格已显著高于周期低点（约 15 天前形成 @ 135.69）且动量正在衰竭——日线动量已开始掉头向下。动量交叉属于滞后确认：在垂直拉升之后，只有当走势已经成熟时才会触发，因此筑底入场早已错过。这是追高，而非新的买入。 上一周期为左移结构（见顶偏早）——属于看空的结构性信号
TOP WATCH NEARING A HIGH
Jul 15, 2026
VRTS RSI reached overboughtVRTS RSI进入超买
RSI(14) crossed above 70 — stretched to the upside; context, not a timing trigger alone. $168.28.RSI(14)上穿70 — 上行过度；仅作背景，单独不构成择时。$168.28。
Jul 2, 2026
VRTS reclaimed its 200-day averageVRTS 收复200日均线
Price closed back above the 200-day moving average — the classic bull dividing line. $151.64.收盘重回200日均线 — 经典的多头分界线。$151.64。
Jul 2, 2026
VRTS took relative-strength leadershipVRTS 取得相对强弱领先
Relative strength vs SPY crossed above the 90th percentile of the last 90 days — leadership tends to persist. $151.64.相对标普500的强弱上穿近90日的第90百分位 — 领先往往延续。$151.64。
Jul 1, 2026
VRTS daily MACD crossed upVRTS 日线MACD上穿
The daily MACD histogram turned positive — fast and noisy, context rather than a standalone trigger. $145.16.日线MACD柱状图转正 — 快速且嘈杂，仅作背景。$145.16。
Jun 30, 2026
UPTREND → BOTTOMING上涨趋势 → 筑底中
BUY SETUP买入预备
Jun 29, 2026
NEARING A HIGH → BOTTOMING接近高点 → 筑底中
BUY SETUP买入预备
Jun 26, 2026
NEARING A LOW → UPTREND接近低点 → 上涨趋势
HOLD持有
Jun 26, 2026
VRTS StochRSI turned up from oversoldVRTS StochRSI自超卖区上行
StochRSI popped back above 20 — the earliest oscillator heads-up that downside momentum is easing. $147.58.StochRSI重回20上方 — 下行动量趋缓的最早预警。$147.58。
Jun 25, 2026
VRTS printed a daily-cycle lowVRTS 打出日线周期低点
A confirmed local low — in this cycle framework the highest-odds long-entry window. $135.69.一个已确认的局部低点 — 在本周期框架中做多胜率最高的入场窗口。$135.69。
Jun 25, 2026
VRTS broke down vs the marketVRTS 相对市场走弱
Relative strength vs SPY crossed below the 10th percentile of the last 90 days — weakness often leads price. $135.69.相对标普500的强弱下穿近90日的第10百分位 — 走弱常先于价格。$135.69。

Showing last 15 of显示最近15条，共 247 signals条信号

Factor Profile因子特征

Composite factor score综合因子得分: 0.33
Value价值
+0.9
Quality质量
-1.4
Investment资本投入
+0.1
Shareholder payout股东回报
+1.9
Low volatility低波动
+0.2
Low market beta低市场敏感度
-0.2
Earnings quality盈利质量
-1.6
Short interest空头兴趣
-0.1

Company Profile公司档案

Virtus Investment Partners, Inc. is an American company which operates as a multi-manager asset management business, comprising a number of individual affiliated managers, each having its own investment process and brand, and the services of unaffiliated sub advisers.VirtusInvestmentPartners,Inc.是一家美国公司，作为多基金经理资产管理业务运营，旗下包括多个独立的关联管理公司，各自拥有独立的投资流程和品牌，并提供非关联次级顾问服务。
Watch items — what could change the thesis关注项 — 可能改变论点的因素
  • Capital intensity rising
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