Virtus Investment PartnersVRTS +4.46%68 5-Year Yield-on-Cost % is 19.74 as of Jul. 02, 2026, which is 206% above its 10-year median of 6.45. GuruFocus rates VRTS with a GF Score™ of 68/100 and a GF Value™ of $201.74 (Modestly Undervalued). The stock has 10 warning signs investors should review. Among 1,111 Asset Management companies, Virtus Investment Partners ranks better than 93.97% on this metric.
Of course the risk here is that the company may not raise its dividends as it did before. The key is to select the companies that can consistently raise its dividends. Usually companies with long history of raising dividends tend to do so.
Virtus Investment Partners 5-Year Yield-on-Cost % Related Terms
VRTS vs EMO, RNP, BBN: 5-Year Yield-on-Cost % Comparison
For the Asset Management subindustry, Virtus Investment Partners's 5-Year Yield-on-Cost %, along with its competitors' market caps and 5-Year Yield-on-Cost % 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 5-Year Yield-on-Cost % vs Asset Management Industry
For the Asset Management industry and Financial Services sector, Virtus Investment Partners's 5-Year Yield-on-Cost % distribution charts can be found below:
* The bar in red indicates where Virtus Investment Partners's 5-Year Yield-on-Cost % falls into.
Dividend Yield % and dividend growth of a stock is an important factor for income investors. But if company A raises its dividend constantly faster than company B, company A's future dividend yield might be much higher than Company B's even if their yields are the same now and their stock prices do not change.
Yield on Cost assumes that you buy and the stock today, and hold it for 5 years. If the company raises it dividends at the same rate as it did over the past 5 years, the dividends investors receive annually in 5 years relative to the stock price today.
Virtus Investment Partners (VRTS) has a 5-Year Yield-on-Cost % of 19.74 as of Jul. 02, 2026. 5-Year Yield on Cost measures the expected yield based on a company's current yield and 5-year dividend growth. View historical data on Virtus Investment Partners and its competitors. This is 206% above median its historical median of 6.45. Over the past decade, Virtus Investment Partners' 5-Year Yield-on-Cost % has ranged from 3.07 to 23.12. According to the industry distribution chart, Virtus Investment Partners ranks #67 out of 1111 companies in the Asset Management industry, placing it in the top 6%.
Is Virtus Investment Partners' 5-Year Yield-on-Cost % too high?
Virtus Investment Partners' current 5-Year Yield-on-Cost % of 19.74 is 206% above median its 10-year median of 6.45. Over the past 10 years, this metric has ranged from a low of 3.07 to a high of 23.12. The Asset Management industry median 5-Year Yield-on-Cost % is 6.46. Virtus Investment Partners' value of 19.74 is 205.6% above this industry median. Based on the distribution chart, Virtus Investment Partners ranks #67 out of 1111 companies in the Asset Management industry, which is in the top quartile — a strong position relative to peers. Overall, Virtus Investment Partners has a GF Score™ of 68/100 and is considered Modestly Undervalued, reflecting its overall financial health beyond just this single metric.
How does Virtus Investment Partners' 5-Year Yield-on-Cost % compare to EMO and RNP?
According to the Asset Management industry distribution chart, Virtus Investment Partners ranks #67 out of 1111 companies for 5-Year Yield-on-Cost %. This places Virtus Investment Partners in the top 6% of its industry — outperforming the majority of peers. The industry median 5-Year Yield-on-Cost % is 6.46. Virtus Investment Partners' value of 19.74 is 205.6% above this benchmark. Historically, Virtus Investment Partners' own 5-Year Yield-on-Cost % has ranged from 3.07 to 23.12 over the past decade. While the company's 10-year median is 6.45 vs. the industry median of 6.46, Virtus Investment Partners has consistently been above the industry average. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good 5-Year Yield-on-Cost % for an Asset Management company?
The median 5-Year Yield-on-Cost % among Asset Management companies is 6.46, based on 1,111 companies in the industry. Companies in the top quartile (top 25%) have a 5-Year Yield-on-Cost % significantly above this median, while those in the bottom quartile fall well below. However, 5-Year Yield-on-Cost % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Virtus Investment Partners's current 5-Year Yield-on-Cost % of 19.74 is 205.6% 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 5-Year Yield-on-Cost % mean?
A high 5-Year Yield-on-Cost % can signal that a stock is expensive relative to its fundamentals. 5-Year Yield on Cost measures the expected yield based on a company's current yield and 5-year dividend growth. View historical data on Virtus Investment Partners and its competitors. For the Asset Management industry, the median 5-Year Yield-on-Cost % is 6.46 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Virtus Investment Partners's current 5-Year Yield-on-Cost % is 19.74, which is 206% above median its own 10-year median of 6.45. 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 Modestly Undervalued. The stock's GF Value™ is $201.74, compared to a current price of $151.64 — trading 24.8% below its estimated fair value. The current 5-Year Yield-on-Cost % is 19.74, which is 206% above median its 10-year median of 6.45 and 205.6% above the Asset Management industry median of 6.46. Virtus Investment Partners' overall GF Score™ is 68/100 with 10 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is 5-Year Yield-on-Cost % calculated?
5-Year Yield-on-Cost % is calculated from a company's financial statements. For Virtus Investment Partners (VRTS), the current 5-Year Yield-on-Cost % is 19.74 as of Jul. 02, 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 $151.64 is trading 24.8% below its estimated GF Value™ of $201.74.
GuruFocus considers Virtus Investment Partners to be Modestly Undervalued.
Key valuation signals for VRTS:
5-Year Yield-on-Cost %: 19.74 (206% above median its 10-year median of 6.45)
GF Value™: $201.74 vs. price of $151.64 (24.8% below fair value)
Industry Position: 205.6% above the Asset Management median (#67 of 1111)
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 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.
68GF Score
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