Virtus Investment Partners (FRA:VIP) 3-Year RORE % : -3.23% (As of Mar. 2026)


FRA:VIP Virtus Investment Partners Inc FRA:VIP
71 GF Score
Price €123.00
GF Value €169.30
Valuation Modestly Undervalued
! 10 Warning Signs
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What is Virtus Investment Partners 3-Year RORE %?

Virtus Investment Partners FRA:VIP +1.65% 71 3-Year RORE % is -3.23 as of Mar. 2026. GuruFocus rates FRA:VIP with a GF Score™ of 71/100 and a GF Value™ of €169.30 (Modestly Undervalued). The stock has 10 warning signs investors should review. Among 1,538 Asset Management companies, Virtus Investment Partners ranks worse than 57.15% on this metric.

Return on Retained Earnings (RORE) is an indicator of a company's growth potential, it shows how much a company earns by reinvesting its retained earnings, i.e. profits after dividend payments. Virtus Investment Partners's 3-Year RORE % for the quarter that ended in Mar. 2026 was -3.23%.

The industry rank for Virtus Investment Partners's 3-Year RORE % or its related term are showing as below:

FRA:VIP's 3-Year RORE % is ranked worse than
57.15% of 1538 companies
in the Asset Management industry
Industry Median: 11.88 vs FRA:VIP: -3.23

Virtus Investment Partners  (FRA:VIP) 3-Year RORE % Explanation

Return on Retained Earnings (RORE) is important to investors because it reveals a company's efficiency and growth potential. A higher RORE indicates a higher return. A high RORE indicates that the company should reinvest profits into the business. A lower RORE suggests that the company should distribute profits to shareholders by paying out dividends, since those dollars aren't generating much additional growth for the company.

There are a several different ways to arrive at the Return on Retained Earnings. The simplest way to calculate it is by using published information on Earnings per Share (EPS) and Dividend per Share (DPS) over a selected period. Here, 3-year period is chosen.

Be Aware

Please keep in mind that the RORE is relative to the nature of the business and its competitors. If another company in the same sector is producing a lower return on retained earnings, it doesn’t necessarily mean it’s a bad investment. It may just suggest the company is older and no longer in a high growth stage. At such a stage in the business cycle, it would be expected to see a lower RORE and higher dividend payout.


Virtus Investment Partners 3-Year RORE % Related Terms


Virtus Investment Partners 3-Year RORE % Historical Data

* Premium members only.

The historical data trend for Virtus Investment Partners's 3-Year RORE % 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 3-Year RORE % Chart

Virtus Investment Partners Annual Data
Trend Dec16 Dec17 Dec18 Dec19 Dec20 Dec21 Dec22 Dec23 Dec24 Dec25
3-Year RORE %
Get a 7-Day Free Trial Premium Member Only Premium Member Only 35.57 19.23 -15.15 3.04 3.57

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
3-Year RORE % 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 -0.87 4.13 1.36 3.57 -3.23

FRA:VIP vs BTZ, FRBP, TYG: 3-Year RORE % Comparison

For the Asset Management subindustry, Virtus Investment Partners's 3-Year RORE %, along with its competitors' market caps and 3-Year RORE % 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 3-Year RORE % vs Asset Management Industry

For the Asset Management industry and Financial Services sector, Virtus Investment Partners's 3-Year RORE % distribution charts can be found below:

* The bar in red indicates where Virtus Investment Partners's 3-Year RORE % falls into.


FRA:VIP
71GF Score
Virtus Investment Partners Inc FRA:VIP
3-Year RORE % is just one metric. See GF Score™, valuation, warning signs, and more.
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Virtus Investment Partners 3-Year RORE % Calculation

Virtus Investment Partners's 3-Year RORE % for the quarter that ended in Mar. 2026 is calculated as:

3-Year RORE %=( Most Recent EPS (Diluted)- First Period EPS (Diluted) )/( Cumulative EPS (Diluted) for 3-year -Cumulative Dividends per Share for 3-year )
=( 14.591-15.343 )/( 45.532-22.26 )
=-0.752/23.272
=-3.23 %

* 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.

In the calculation of 3-Year RORE %, the most recent and first period EPS (Diluted) is the trailing twelve months (TTM) data ended in Mar. 2026 and 3-year before.

Frequently Asked Questions Learn more about 3-Year RORE % →
What does a 3-Year RORE % of -3.23 mean?
Virtus Investment Partners (FRA:VIP) has a 3-Year RORE % of -3.23 as of Mar. 2026. 3-Year RORE % shows how much a company earns by reinvesting its retained earnings in 3-year. View historical data on Virtus Investment Partners and its competitors. According to the industry distribution chart, Virtus Investment Partners ranks #879 out of 1538 companies in the Asset Management industry, placing it in the top 57.2%.
Is Virtus Investment Partners' 3-Year RORE % too high?
Virtus Investment Partners' current 3-Year RORE % is -3.23. Based on the distribution chart, Virtus Investment Partners ranks #879 out of 1538 companies in the Asset Management industry, which is below the industry midpoint. Overall, Virtus Investment Partners has a GF Score™ of 71/100 and is considered Modestly Undervalued, reflecting its overall financial health beyond just this single metric.
How does Virtus Investment Partners' 3-Year RORE % compare to BTZ and FRBP?
According to the Asset Management industry distribution chart, Virtus Investment Partners ranks #879 out of 1538 companies for 3-Year RORE %. This places Virtus Investment Partners in the lower half of its industry. The industry median 3-Year RORE % is 11.88. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good 3-Year RORE % for an Asset Management company?
The median 3-Year RORE % among Asset Management companies is 11.88, based on 1,538 companies in the industry. Companies in the top quartile (top 25%) have a 3-Year RORE % significantly above this median, while those in the bottom quartile fall well below. However, 3-Year RORE % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high 3-Year RORE % mean?
A high 3-Year RORE % can signal that a stock is expensive relative to its fundamentals. 3-Year RORE % shows how much a company earns by reinvesting its retained earnings in 3-year. View historical data on Virtus Investment Partners and its competitors. For the Asset Management industry, the median 3-Year RORE % is 11.88 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Virtus Investment Partners's current 3-Year RORE % is -3.23. 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 (FRA:VIP) is currently considered Modestly Undervalued. The stock's GF Value™ is €169.30, compared to a current price of €123.00 — trading 27.3% below its estimated fair value. The current 3-Year RORE % is -3.23. Virtus Investment Partners' overall GF Score™ is 71/100 with 10 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is 3-Year RORE % calculated?
3-Year RORE % is calculated from a company's financial statements. For Virtus Investment Partners (FRA:VIP), the current 3-Year RORE % is -3.23 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 (FRA:VIP) Overvalued in 2026?

Based on GuruFocus' analysis, Virtus Investment Partners stock appears to be undervalued. The current stock price of €123.00 is trading 27.3% below its estimated GF Value™ of €169.30. GuruFocus considers Virtus Investment Partners to be Modestly Undervalued.

Key valuation signals for FRA:VIP:

  • 3-Year RORE %: -3.23
  • GF Value™: €169.30 vs. price of €123.00 (27.3% below fair value)
  • GF Score™: 71/100 with 10 warning signs

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


Virtus Investment Partners Business Description

Other Exchanges VRTS:USA
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.
71GF Score

Get the complete analysis for FRA:VIP

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

€123.00
Price
€169.30
GF Value