VRTS (Virtus Investment Partners) OCF Margin %: 18.12% (As of Mar. 2026)


VRTS Virtus Investment Partners Inc VRTS
75 GF Score
Price $138.61
GF Value $201.60
Valuation Possible Value Trap
! 10 Warning Signs
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What is Virtus Investment Partners OCF Margin %?

Virtus Investment Partners VRTS -2.33% 75 OCF Margin % is 18.12% as of Mar. 2026. GuruFocus rates VRTS with a GF Score™ of 75/100 and a GF Value™ of $201.60 (Possible Value Trap). The stock has 10 warning signs investors should review. Among 1,465 Asset Management companies, Virtus Investment Partners ranks worse than 67.17% on this metric.

OCF Margin % is calculated as Cash Flow from Operations divided by its Revenue. Virtus Investment Partners's Cash Flow from Operations for the three months ended in Mar. 2026 was $35.9 Mil. Virtus Investment Partners's Revenue for the three months ended in Mar. 2026 was $198.1 Mil. Therefore, Virtus Investment Partners's OCF Margin % for the quarter that ended in Mar. 2026 was 18.12%.

As of today, Virtus Investment Partners's current OCF Yield % is -2.97%.

The historical rank and industry rank for Virtus Investment Partners's OCF Margin % or its related term are showing as below:

VRTS' s OCF Margin % Range Over the Past 10 Years
Min: -43.09   Med: -3.17   Max: 68.3
Current: -3.32


During the past 13 years, the highest OCF Margin % of Virtus Investment Partners was 68.30%. The lowest was -43.09%. And the median was -3.17%.

VRTS's OCF Margin % is ranked worse than
67.17% of 1465 companies
in the Asset Management industry
Industry Median: 15.78 vs VRTS: -3.32


Virtus Investment Partners OCF Margin % Related Terms


Virtus Investment Partners OCF Margin % Historical Data

* Premium members only.

The historical data trend for Virtus Investment Partners's OCF Margin % can be seen below:

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

Virtus Investment Partners OCF Margin % Chart

Virtus Investment Partners Annual Data
Trend Dec16 Dec17 Dec18 Dec19 Dec20 Dec21 Dec22 Dec23 Dec24 Dec25
OCF Margin %
Get a 7-Day Free Trial Premium Member Only Premium Member Only 68.30 15.05 28.18 0.19 -7.93

Virtus Investment Partners Quarterly Data
Jun21 Sep21 Dec21 Mar22 Jun22 Sep22 Dec22 Mar23 Jun23 Sep23 Dec23 Mar24 Jun24 Sep24 Dec24 Mar25 Jun25 Sep25 Dec25 Mar26
OCF Margin % Get a 7-Day Free Trial Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only -1.75 36.16 50.33 -119.88 18.12

VRTS vs BTZ, FRBP, TYG: OCF Margin % Comparison

For the Asset Management subindustry, Virtus Investment Partners's OCF Margin %, along with its competitors' market caps and OCF Margin % data, can be viewed below:

* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.


Virtus Investment Partners OCF Margin % vs Asset Management Industry

For the Asset Management industry and Financial Services sector, Virtus Investment Partners's OCF Margin % distribution charts can be found below:

* The bar in red indicates where Virtus Investment Partners's OCF Margin % falls into.


VRTS
75GF Score
Virtus Investment Partners Inc VRTS
OCF Margin % is just one metric. See GF Score™, valuation, warning signs, and more.
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Virtus Investment Partners OCF Margin % Calculation

OCF Margin % is the ratio of Cash Flow from Operations divided by net sales or Revenue, usually presented in percent.

Virtus Investment Partners's OCF Margin for the fiscal year that ended in Dec. 2025 is calculated as

OCF Margin=Cash Flow from Operations (A: Dec. 2025 )/Revenue (A: Dec. 2025 )
=-67.199/847.893
=-7.93 %

Virtus Investment Partners's OCF Margin for the quarter that ended in Mar. 2026 is calculated as

OCF Margin=Cash Flow from Operations (Q: Mar. 2026 )/Revenue (Q: Mar. 2026 )
=35.901/198.077
=18.12 %

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

Frequently Asked Questions Learn more about OCF Margin % →
What does a OCF Margin % of 18.12% mean?
Virtus Investment Partners (VRTS) has a OCF Margin % of 18.12% as of Mar. 2026. OCF Margin is the ratio of Cash Flow from Operations to Total Revenue. View historical data on Virtus Investment Partners and its competitors. According to the industry distribution chart, Virtus Investment Partners ranks #984 out of 1465 companies in the Asset Management industry, placing it in the top 67.2%.
Is Virtus Investment Partners' OCF Margin % too high?
Virtus Investment Partners' current OCF Margin % is 18.12%. The Asset Management industry median OCF Margin % is 15.78. Virtus Investment Partners' value of 18.12% is 14.8% above this industry median. Based on the distribution chart, Virtus Investment Partners ranks #984 out of 1465 companies in the Asset Management industry, which is below the industry midpoint. Overall, Virtus Investment Partners has a GF Score™ of 75/100 and is considered Possible Value Trap, reflecting its overall financial health beyond just this single metric.
How does Virtus Investment Partners' OCF Margin % compare to BTZ and FRBP?
According to the Asset Management industry distribution chart, Virtus Investment Partners ranks #984 out of 1465 companies for OCF Margin %. This places Virtus Investment Partners in the lower half of its industry. The industry median OCF Margin % is 15.78. Virtus Investment Partners' value of 18.12% is 14.8% above this benchmark. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good OCF Margin % for an Asset Management company?
The median OCF Margin % among Asset Management companies is 15.78, based on 1,465 companies in the industry. Companies in the top quartile (top 25%) have a OCF Margin % significantly above this median, while those in the bottom quartile fall well below. However, OCF Margin % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Virtus Investment Partners's current OCF Margin % of 18.12% is 14.8% above the industry median. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high OCF Margin % mean?
A high OCF Margin % can signal that a stock is expensive relative to its fundamentals. OCF Margin is the ratio of Cash Flow from Operations to Total Revenue. View historical data on Virtus Investment Partners and its competitors. For the Asset Management industry, the median OCF Margin % is 15.78 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Virtus Investment Partners's current OCF Margin % is 18.12%. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Virtus Investment Partners stock overvalued right now?
Based on GuruFocus' analysis, Virtus Investment Partners (VRTS) is currently considered Possible Value Trap. The stock's GF Value™ is $201.60, compared to a current price of $138.61 — trading 31.2% below its estimated fair value. The current OCF Margin % is 18.12% and 14.8% above the Asset Management industry median of 15.78. Virtus Investment Partners' overall GF Score™ is 75/100 with 10 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is OCF Margin % calculated?
OCF Margin % is calculated from a company's financial statements. For Virtus Investment Partners (VRTS), the current OCF Margin % is 18.12% as of Mar. 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.

Is Virtus Investment Partners (VRTS) Overvalued in 2026?

Based on GuruFocus' analysis, Virtus Investment Partners stock appears to be undervalued. The current stock price of $138.61 is trading 31.2% below its estimated GF Value™ of $201.60. GuruFocus considers Virtus Investment Partners to be Possible Value Trap.

Key valuation signals for VRTS:

  • OCF Margin %: 18.12%
  • GF Value™: $201.60 vs. price of $138.61 (31.2% below fair value)
  • GF Score™: 75/100 with 10 warning signs
  • Industry Position: 14.8% above the Asset Management median (#984 of 1465)

No single metric tells the full story. See the VRTS stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.


Virtus Investment Partners Business Description

Other Exchanges VIP:Germany
Address One Financial Plaza, Hartford, CT, USA, 06103
Virtus Investment Partners Inc provides investment management and related services to institutions and individuals. It uses a multi-manager, multi-style approach, offering investment strategies from investment managers, each having its distinct investment style, autonomous investment process, and individual brand, as well as from select unaffiliated managers for certain funds. Through its multi-manager model, the group provides investment managers with distribution, business, and operational support. The Company operates in one business segment, namely as an asset manager providing investment management and related services for individual and institutional clients.
75GF Score

Get the complete analysis for VRTS

OCF Margin % is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

$138.61
Price
$201.60
GF Value