VRTS
Virtus Investment Partners, Inc.
Price Chart
Latest Quote
$168.95
+0.67 (+0.40%)
Current Price
| Previous Close | $168.28 |
| Open | $168.58 |
| Day High | $170.41 |
| Day Low | $167.26 |
| Volume | 87,620 |
Stock Information
| Quarterly Dividend / Yield | $9.60 / 5.68% |
| Shares Outstanding | 6.68M |
| Quarterly Dividend Yield | 5.68% |
| Quarterly Dividend | $9.60 |
| Total Debt | $533.38M |
| Cash Equivalents | $273.47M |
| Revenue | $834.47M |
| Net Income | $116.87M |
| Sector | Financial Services |
| Industry | Asset Management |
| Market Cap | $1.10B |
| P/E Ratio | 9.96 |
| EPS (TTM) | $16.51 |
| Exchange | NYQ |
đ Comprehensive Analysis
Company Data
| Enterprise Value | $1.55B |
| Sales | $834.47M |
| Income | $116.87M |
| Book/sh | $137.29 |
| Cash/sh | $40.93 |
| Employees | 801 |
Financial Ratios
| Quick Ratio | 2.96 |
| Current Ratio | 2.96 |
| Debt/Eq | 47.99 |
| EPS Growth TTM | -75.10% |
Returns & Margins
| ROA | 2.26% |
| ROE | 10.72% |
| Gross Margin | 42.06% |
| Operating Margin | 9.39% |
| Profit Margin | 14.01% |
Ownership
| Insider Ownership | 6.59% |
| Institutional Ownership | 90.24% |
| Insider & Institutional transactions data not available | |
Valuation Ratios
| Forward P/E | 6.45 |
| PEG | 0.56 |
| P/S | 1.32 |
| P/B | 1.20 |
Analyst Data
| Recommendation | hold |
| Target Price | $141.50 |
Technical Indicators
| SMA20 | $151.59 |
| SMA50 | $146.26 |
| SMA200 | $150.05 |
| RSI | 70.41 |
| ATR | 5.8336 |
| Shares Float | 6.24M |
| Short Float | 11.65% |
| Short Ratio | 3.90 |
| Volatility | 1.36 |
| Rel Volume | 0.92 |
Performance History
| Week | +2.65% |
| Month | +14.74% |
| Quarter | +18.80% |
| 6 Months | -0.05% |
| YTD | +4.43% |
| Year | -16.43% |
| 3 Years | -6.37% |
| 5 Years | -27.81% |
| 10 Years | +170.74% |
Stock Score:
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Recent Price History
| Date | Close | Volume |
|---|---|---|
| 2026-07-17 | $164.46 | 127,900 |
| 2026-07-16 | $168.95 | 105,300 |
| 2026-07-15 | $168.28 | 121,300 |
| 2026-07-14 | $160.77 | 103,100 |
| 2026-07-13 | $157.18 | 155,900 |
| 2026-07-10 | $160.21 | 111,100 |
| 2026-07-09 | $157.34 | 134,600 |
| 2026-07-08 | $154.39 | 180,500 |
| 2026-07-07 | $155.03 | 182,400 |
| 2026-07-06 | $154.79 | 125,000 |
| 2026-07-02 | $151.64 | 130,100 |
| 2026-07-01 | $145.16 | 131,100 |
| 2026-06-30 | $143.50 | 156,200 |
| 2026-06-29 | $144.08 | 188,300 |
| 2026-06-26 | $147.58 | 309,400 |
| 2026-06-25 | $135.69 | 109,200 |
| 2026-06-24 | $138.61 | 96,100 |
| 2026-06-23 | $141.91 | 80,300 |
| 2026-06-22 | $140.57 | 88,400 |
| 2026-06-18 | $141.60 | 146,100 |
About Virtus Investment Partners, Inc.
Virtus Investment Partners, Inc. is a publicly owned investment manager. The firm primarily provides its services to individual and institutional clients. It launches separate client focused equity and fixed income portfolios. The firm launches equity, fixed income, and balanced mutual funds for its clients. It invests in the public equity, fixed income, and real estate markets. The firm also invests in exchange traded funds. It employs a multi manager approach for its products. The firm employs quantitative analysis to make its investments. It benchmarks the performance of its portfolios against the S&P 500 Index. The firm conducts in-house research to make its investments. Virtus Investment Partners, Inc. was founded in 1995 and is based in Hartford, Connecticut.
đ° Latest News
Buy 3 Top Virtus Mutual Funds to Add Solid Returns to Your Portfolio
Zacks âĸ 2026-07-03T09:01:00Z
Virtus (VRTS) Moves 8.8% Higher: Will This Strength Last?
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Undervalued Small Caps With Insider Action From Various Regions
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Exchange-Traded Funds, Equity Futures Higher Pre-Bell Thursday Amid Corporate Earnings, Economic Data Deluge
MT Newswires âĸ 2026-05-07T12:50:32ZVirtus Investment Partners Inc (VRTS) Q1 2026 Earnings Call Highlights: Navigating Growth ...
GuruFocus.com âĸ 2026-05-02T07:03:07ZVirtus Investment Partners, Inc. Q1 2026 Earnings Call Summary
Moby âĸ 2026-05-01T20:47:02Z
Virtus (VRTS) Q1 2026 Earnings Transcript
Motley Fool âĸ 2026-05-01T20:00:46Z
Compared to Estimates, Virtus (VRTS) Q1 Earnings: A Look at Key Metrics
Zacks âĸ 2026-05-01T13:30:05Z
Virtus Investment Partners (VRTS) Q1 Earnings Lag Estimates
Zacks âĸ 2026-05-01T12:20:03Z
Period:
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Income Statement (Annual)
| Metric | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 |
|---|---|---|---|---|
| Revenue | ||||
| Reconciled Cost Of Revenue | $396,866,000 | $428,842,000 | $401,527,000 | $365,129,000 |
| Cost Of Revenue | $400,720,000 | $432,587,000 | $404,742,000 | $371,259,000 |
| Total Revenue | $847,893,000 | $902,816,000 | $841,485,000 | $881,719,000 |
| Operating Revenue | $847,893,000 | $902,816,000 | $841,485,000 | $881,719,000 |
| Expenses | ||||
| Interest Expense | $162,379,000 | $183,324,000 | $178,766,000 | $93,407,000 |
| Total Expenses | $680,734,000 | $724,447,000 | $694,687,000 | $672,224,000 |
| Other Income Expense | $-17,286,000 | $-4,389,000 | $8,367,000 | $-63,973,000 |
| Other Non Operating Income Expenses | $3,473,000 | $2,036,000 | $-440,000 | $-153,000 |
| Net Non Operating Interest Income Expense | $37,376,000 | $33,896,000 | $31,399,000 | $18,366,000 |
| Interest Expense Non Operating | $162,379,000 | $183,324,000 | $178,766,000 | $93,407,000 |
| Operating Expense | $280,014,000 | $291,860,000 | $289,945,000 | $300,965,000 |
| Other Operating Expenses | $131,198,000 | $130,380,000 | $126,312,000 | $125,926,000 |
| Selling And Marketing Expense | $89,047,000 | $96,223,000 | $96,802,000 | $112,612,000 |
| General And Administrative Expense | - | - | - | - |
| Income & Earnings | ||||
| Net Income From Continuing Operation Net Minority Interest | $138,396,000 | $121,746,000 | $130,621,000 | $117,541,000 |
| Net Interest Income | $37,376,000 | $33,896,000 | $31,399,000 | $18,366,000 |
| Interest Income | $199,755,000 | $217,220,000 | $210,165,000 | $111,773,000 |
| Normalized Income | $153,467,034 | $126,455,525 | $123,942,439 | $159,063,253 |
| Net Income From Continuing And Discontinued Operation | $138,396,000 | $121,746,000 | $130,621,000 | $117,541,000 |
| Total Operating Income As Reported | $168,680,000 | $182,490,000 | $151,484,000 | $197,460,000 |
| Net Income Common Stockholders | $138,396,000 | $121,746,000 | $130,621,000 | $117,541,000 |
| Net Income | $138,396,000 | $121,746,000 | $130,621,000 | $117,541,000 |
| Net Income Including Noncontrolling Interests | $135,988,000 | $152,453,000 | $141,476,000 | $106,628,000 |
| Net Income Continuous Operations | $135,988,000 | $152,453,000 | $141,476,000 | $106,628,000 |
| Pretax Income | $187,249,000 | $207,876,000 | $186,564,000 | $163,888,000 |
| Special Income Charges | $1,521,000 | $4,121,000 | $4,686,000 | $-12,035,000 |
| Interest Income Non Operating | $199,755,000 | $217,220,000 | $210,165,000 | $111,773,000 |
| Operating Income | $167,159,000 | $178,369,000 | $146,798,000 | $209,495,000 |
| Depreciation Amortization Depletion Income Statement | $59,769,000 | $65,257,000 | $66,831,000 | $62,427,000 |
| Depreciation And Amortization In Income Statement | $59,769,000 | $65,257,000 | $66,831,000 | $62,427,000 |
| Amortization Of Intangibles Income Statement | $51,777,000 | $56,299,000 | $61,027,000 | $58,504,000 |
| Depreciation Income Statement | $7,992,000 | $8,958,000 | $5,804,000 | $3,923,000 |
| Gross Profit | $447,173,000 | $470,229,000 | $436,743,000 | $510,460,000 |
| Per Share | ||||
| Diluted EPS | $19.97 | $16.89 | $17.71 | $15.50 |
| Basic EPS | $20.27 | $17.19 | $18.02 | $15.90 |
| Other | ||||
| Tax Effect Of Unusual Items | $-5,687,966 | $-1,715,475 | $2,128,439 | $-22,297,747 |
| Tax Rate For Calcs | $0 | $0 | $0 | $0 |
| Normalized EBITDA (Bullshit earnings) | $434,010,000 | $466,627,000 | $426,569,000 | $389,672,000 |
| Total Unusual Items | $-20,759,000 | $-6,425,000 | $8,807,000 | $-63,820,000 |
| Total Unusual Items Excluding Goodwill | $-20,759,000 | $-6,425,000 | $8,807,000 | $-63,820,000 |
| Reconciled Depreciation | $63,623,000 | $69,002,000 | $70,046,000 | $68,557,000 |
| EBITDA (Bullshit earnings) | $413,251,000 | $460,202,000 | $435,376,000 | $325,852,000 |
| EBIT | $349,628,000 | $391,200,000 | $365,330,000 | $257,295,000 |
| Diluted Average Shares | $6,929,000 | $7,210,000 | $7,375,000 | $7,582,000 |
| Basic Average Shares | $6,829,000 | $7,082,000 | $7,249,000 | $7,391,000 |
| Diluted NI Availto Com Stockholders | $138,396,000 | $121,746,000 | $130,621,000 | $117,541,000 |
| Minority Interests | $2,408,000 | $-30,707,000 | $-10,855,000 | $10,913,000 |
| Tax Provision | $51,261,000 | $55,423,000 | $45,088,000 | $57,260,000 |
| Restructuring And Mergern Acquisition | $-1,521,000 | $-4,121,000 | $-4,686,000 | $12,035,000 |
| Gain On Sale Of Security | $-22,280,000 | $-10,546,000 | $4,121,000 | $-51,785,000 |
| Amortization | $51,777,000 | $56,299,000 | $61,027,000 | $58,504,000 |
| Selling General And Administration | $89,047,000 | $96,223,000 | $96,802,000 | $112,612,000 |
| Salaries And Wages | - | - | - | - |
Fetched: 2026-07-17
Balance Sheet (Annual)
| Metric | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 |
|---|---|---|---|---|
| Assets | ||||
| Net Tangible Assets | $209,536,000 | $122,166,000 | $34,709,000 | $25,664,000 |
| Total Assets | $4,291,200,000 | $3,994,494,000 | $3,678,629,000 | $3,952,934,000 |
| Total Non Current Assets | $3,710,281,000 | $3,476,978,000 | $3,228,539,000 | $3,264,481,000 |
| Other Non Current Assets | $79,307,000 | $208,663,000 | $69,444,000 | $140,389,000 |
| Non Current Deferred Assets | $18,578,000 | $23,206,000 | $25,024,000 | $23,171,000 |
| Non Current Deferred Taxes Assets | $18,578,000 | $23,206,000 | $25,024,000 | $23,171,000 |
| Investmentin Financial Assets | $76,462,000 | $83,771,000 | $97,304,000 | $76,999,000 |
| Goodwill And Other Intangible Assets | $724,507,000 | $775,327,000 | $829,217,000 | $791,355,000 |
| Other Intangible Assets | $327,409,000 | $378,229,000 | $432,119,000 | $442,519,000 |
| Current Assets | $580,919,000 | $517,516,000 | $450,090,000 | $688,453,000 |
| Restricted Cash | $1,017,000 | $727,000 | $680,000 | $644,000 |
| Receivables | $102,733,000 | $117,207,000 | $109,076,000 | $99,274,000 |
| Accounts Receivable | $102,733,000 | $117,207,000 | $109,076,000 | $99,274,000 |
| Cash Cash Equivalents And Short Term Investments | $477,169,000 | $399,582,000 | $340,334,000 | $588,535,000 |
| Cash And Cash Equivalents | $477,169,000 | $399,582,000 | $340,334,000 | $588,535,000 |
| Debt | ||||
| Net Debt | $2,272,616,000 | $2,004,494,000 | $1,835,321,000 | $1,749,804,000 |
| Total Debt | $2,843,010,000 | $2,474,113,000 | $2,253,797,000 | $2,338,339,000 |
| Long Term Debt And Capital Lease Obligation | $2,843,010,000 | $2,474,113,000 | $2,253,797,000 | $2,338,339,000 |
| Long Term Debt | $2,749,785,000 | $2,404,076,000 | $2,175,655,000 | $2,338,339,000 |
| Liabilities | ||||
| Total Liabilities Net Minority Interest | $3,253,421,000 | $2,985,576,000 | $2,705,471,000 | $3,016,280,000 |
| Total Non Current Liabilities Net Minority Interest | $3,100,684,000 | $2,778,051,000 | $2,558,901,000 | $2,736,371,000 |
| Other Non Current Liabilities | $59,929,000 | $79,437,000 | $104,267,000 | $216,227,000 |
| Current Liabilities | $152,737,000 | $207,525,000 | $146,570,000 | $279,909,000 |
| Payables And Accrued Expenses | $152,737,000 | $207,525,000 | $146,570,000 | $279,909,000 |
| Payables | $152,737,000 | $207,525,000 | $146,570,000 | $279,909,000 |
| Other Payable | $98,217,000 | $158,033,000 | $90,523,000 | $230,897,000 |
| Accounts Payable | $54,520,000 | $49,492,000 | $56,047,000 | $33,200,000 |
| Dividends Payable | - | - | $17,291,000 | $15,812,000 |
| Equity | ||||
| Common Stock Equity | $934,043,000 | $897,493,000 | $863,926,000 | $817,019,000 |
| Total Equity Gross Minority Interest | $1,037,779,000 | $1,008,918,000 | $973,158,000 | $936,654,000 |
| Stockholders Equity | $934,043,000 | $897,493,000 | $863,926,000 | $817,019,000 |
| Gains Losses Not Affecting Retained Earnings | $462,000 | $-364,000 | $-87,000 | $-358,000 |
| Retained Earnings | $340,898,000 | $268,221,000 | $207,356,000 | $130,261,000 |
| Long Term Equity Investment | $60,928,000 | $20,286,000 | $22,710,000 | $11,448,000 |
| Other | ||||
| Treasury Shares Number | $5,624,097 | $5,276,733 | $5,075,500 | $4,851,693 |
| Ordinary Shares Number | $6,695,181 | $6,967,147 | $7,087,728 | $7,181,554 |
| Share Issued | $12,319,278 | $12,243,880 | $12,163,228 | $12,033,247 |
| Tangible Book Value | $209,536,000 | $122,166,000 | $34,709,000 | $25,664,000 |
| Invested Capital | $3,683,828,000 | $3,301,569,000 | $3,039,581,000 | $3,155,358,000 |
| Working Capital | $428,182,000 | $309,991,000 | $303,520,000 | $408,544,000 |
| Capital Lease Obligations | $93,225,000 | $70,037,000 | $78,142,000 | - |
| Total Capitalization | $3,683,828,000 | $3,301,569,000 | $3,039,581,000 | $3,155,358,000 |
| Minority Interest | $103,736,000 | $111,425,000 | $109,232,000 | $119,635,000 |
| Treasury Stock | $749,593,000 | $689,594,000 | $644,464,000 | $599,248,000 |
| Additional Paid In Capital | $1,342,153,000 | $1,319,108,000 | $1,300,999,000 | $1,286,244,000 |
| Capital Stock | $123,000 | $122,000 | $122,000 | $120,000 |
| Common Stock | $123,000 | $122,000 | $122,000 | $120,000 |
| Employee Benefits | $197,745,000 | $224,501,000 | $200,837,000 | $181,805,000 |
| Long Term Capital Lease Obligation | $93,225,000 | $70,037,000 | $78,142,000 | - |
| Defined Pension Benefit | $20,090,000 | $15,159,000 | $12,682,000 | $10,154,000 |
| Investments And Advances | $2,770,742,000 | $2,374,774,000 | $2,202,727,000 | $2,280,289,000 |
| Other Investments | $2,633,352,000 | $2,270,717,000 | $2,082,713,000 | $2,191,842,000 |
| Available For Sale Securities | $76,462,000 | $83,771,000 | $97,304,000 | $76,999,000 |
| Goodwill | $397,098,000 | $397,098,000 | $397,098,000 | $348,836,000 |
| Net PPE | $97,057,000 | $79,849,000 | $89,445,000 | $19,123,000 |
| Accumulated Depreciation | $-32,418,000 | $-29,854,000 | $-22,624,000 | $-21,687,000 |
| Gross PPE | $129,475,000 | $109,703,000 | $112,069,000 | $40,810,000 |
| Leases | $26,166,000 | $27,321,000 | $26,710,000 | $22,657,000 |
| Other Properties | $75,166,000 | $57,131,000 | $63,229,000 | - |
| Machinery Furniture Equipment | $28,143,000 | $25,251,000 | $22,130,000 | $18,153,000 |
| Properties | $0 | $0 | $0 | $0 |
Fetched: 2026-07-17
Cash Flow Statement (Annual)
| Metric | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 |
|---|---|---|---|---|
| Free Cash Flow | ||||
| Free Cash Flow | $-74,089,000 | $-3,824,000 | $228,336,000 | $126,088,000 |
| Operating Activities | ||||
| Operating Cash Flow | $-67,199,000 | $1,755,000 | $237,157,000 | $132,670,000 |
| Cash Flow From Continuing Operating Activities | $-67,199,000 | $1,755,000 | $237,157,000 | $132,670,000 |
| Operating Gains Losses | $10,515,000 | $-229,000 | $-10,598,000 | $48,972,000 |
| Investing Activities | ||||
| Capital Expenditure | $-6,890,000 | $-5,579,000 | $-8,821,000 | $-6,582,000 |
| Investing Cash Flow | $-47,339,000 | $-16,951,000 | $-129,732,000 | $-27,467,000 |
| Cash Flow From Continuing Investing Activities | $-47,339,000 | $-16,951,000 | $-129,732,000 | $-27,467,000 |
| Net Other Investing Changes | $635,000 | $-11,372,000 | $-267,000 | $-308,000 |
| Capital Expenditure Reported | $-6,890,000 | $-5,579,000 | $-8,821,000 | $-6,582,000 |
| Financing Activities | ||||
| Repurchase Of Capital Stock | $-59,999,000 | $-44,868,000 | $-45,000,000 | $-90,000,000 |
| Financing Cash Flow | $191,025,000 | $74,947,000 | $-356,113,000 | $-102,057,000 |
| Cash Flow From Continuing Financing Activities | $191,025,000 | $74,947,000 | $-356,113,000 | $-102,057,000 |
| Net Other Financing Charges | $-52,854,000 | $-32,108,000 | $-55,657,000 | $-66,482,000 |
| Cash Dividends Paid | $-64,599,000 | $-58,123,000 | $-52,047,000 | $-47,254,000 |
| Common Stock Dividend Paid | $-64,599,000 | $-58,123,000 | $-52,047,000 | $-47,254,000 |
| Net Common Stock Issuance | $-59,999,000 | $-44,868,000 | $-45,000,000 | $-90,000,000 |
| Dividend Received Cfo | $4,078,000 | $5,387,000 | $2,327,000 | $2,244,000 |
| Preferred Stock Dividend Paid | - | - | - | $0 |
| Other | ||||
| Repayment Of Debt | $-493,839,000 | $-806,186,000 | $-522,669,000 | $-204,617,000 |
| Issuance Of Debt | $862,316,000 | $1,016,232,000 | $319,260,000 | $306,296,000 |
| Interest Paid Supplemental Data | $19,069,000 | $20,260,000 | $22,307,000 | $11,134,000 |
| Income Tax Paid Supplemental Data | $46,042,000 | $56,379,000 | $31,160,000 | $74,313,000 |
| End Cash Position | $478,186,000 | $400,309,000 | $341,014,000 | $589,179,000 |
| Beginning Cash Position | $400,309,000 | $341,014,000 | $589,179,000 | $586,145,000 |
| Effect Of Exchange Rate Changes | $1,390,000 | $-456,000 | $523,000 | $-112,000 |
| Changes In Cash | $76,487,000 | $59,751,000 | $-248,688,000 | $3,146,000 |
| Common Stock Payments | $-59,999,000 | $-44,868,000 | $-45,000,000 | $-90,000,000 |
| Net Issuance Payments Of Debt | $368,477,000 | $210,046,000 | $-203,409,000 | $101,679,000 |
| Net Long Term Debt Issuance | $368,477,000 | $210,046,000 | $-203,409,000 | $101,679,000 |
| Long Term Debt Payments | $-493,839,000 | $-806,186,000 | $-522,669,000 | $-204,617,000 |
| Long Term Debt Issuance | $862,316,000 | $1,016,232,000 | $319,260,000 | $306,296,000 |
| Net Business Purchase And Sale | $-41,084,000 | $0 | $-120,644,000 | $-20,577,000 |
| Purchase Of Business | $-41,084,000 | $0 | $-120,644,000 | $-20,577,000 |
| Change In Working Capital | $1,066,000 | $-16,405,000 | $10,917,000 | $-5,083,000 |
| Change In Other Working Capital | $2,008,000 | $-2,073,000 | $1,666,000 | $6,813,000 |
| Change In Payables And Accrued Expense | $-23,166,000 | $-23,166,000 | $3,863,000 | $-47,379,000 |
| Change In Accrued Expense | $-23,166,000 | $-23,166,000 | $3,863,000 | $-47,379,000 |
| Change In Receivables | $22,224,000 | $8,834,000 | $5,388,000 | $35,483,000 |
| Changes In Account Receivables | $22,224,000 | $8,834,000 | $5,388,000 | $35,483,000 |
| Other Non Cash Items | $-314,834,000 | $-248,414,000 | $-5,230,000 | $-110,730,000 |
| Stock Based Compensation | $23,964,000 | $32,841,000 | $26,825,000 | $24,042,000 |
| Deferred Tax | $8,401,000 | $7,120,000 | $1,394,000 | $-1,960,000 |
| Deferred Income Tax | $8,401,000 | $7,120,000 | $1,394,000 | $-1,960,000 |
| Depreciation Amortization Depletion | $63,623,000 | $69,002,000 | $70,046,000 | $68,557,000 |
| Depreciation And Amortization | $63,623,000 | $69,002,000 | $70,046,000 | $68,557,000 |
| Earnings Losses From Equity Investments | $-3,635,000 | $-2,713,000 | $198,000 | $-187,000 |
| Gain Loss On Investment Securities | $14,150,000 | $2,484,000 | $-10,796,000 | $49,159,000 |
| Net Income From Continuing Operations | $135,988,000 | $152,453,000 | $141,476,000 | $106,628,000 |
| Proceeds From Stock Option Exercised | - | - | - | - |
| Net Investment Purchase And Sale | - | - | - | - |
| Sale Of Investment | - | - | - | - |
Fetched: 2026-07-17