Symbols / VRTS Stock $139.41 -1.97% Virtus Investment Partners, Inc.

Financial Services • Asset Management • United States • NYQ
VRTS (Stock) Chart
O: — H: — L: — C: — V: —
SMA 20: — SMA 50: — SMA 200: —
Stock Fundamentals
Scroll to Statements
Index EQUITY
Sector Financial Services
Industry Asset Management
CEO Mr. George Robert Aylward Jr., CPA
Exch · Country NYQ · United States
Market Cap 931.54M
Enterprise Value 1.40B
Income 116.87M
Sales 834.47M
FCF (ttm) 61.52M
Book/sh 139.51
Cash/sh 40.92
Employees 801
Insider 10d —
IPO Jan 02, 2009
Div forward ($/yr)
Div TTM ($/yr)
Dividend Yield
Ex-Div Date
5Y Avg Yield
Yield vs 5Y Avg
Payout 54.80%
P/E 8.21
Forward P/E 5.35
PEG 0.56
P/S 1.12
P/B 1.00
P/C —
EV/EBITDA 6.55
EV/Sales 1.68
Quick Ratio 2.96
Current Ratio 2.96
Debt/Eq 47.99
LT Debt/Eq —
EPS (ttm) 16.97
EPS next Y 26.05
EPS Growth -74.10%
Revenue Growth -8.40%
EPS Gr Q/Q -75.10%
Rev Gr Q/Q —
Earnings (next) 2026-07-31
Earnings (prior) 2026-05-01
ROA 2.26%
ROE 10.72%
ROIC —
Gross Margin 42.06%
Oper. Margin 9.39%
Profit Margin 14.01%
Shs Outstand 6.68M
Shs Float 6.25M
Insider Own 6.50%
Instit Own 88.19%
Short Float 7.52%
Short Ratio 3.03
Short Interest 328.54K
52W High 215.06
vs 52W High -35.18%
52W Low 121.61
vs 52W Low 14.63%
Beta 1.38
Impl. Vol. —
Rel Volume 0.26
Avg Volume 104.53K
Volume 27.00K
Target (mean) $138.50
Tgt Median $129.50
Tgt Low $125.00
Tgt High $170.00
# Analysts 4
Recom Hold
Prev Close $142.21
Price $139.41
Change -1.97%
About

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.

Valuation Models

Price estimates from analyst targets and simple models.

1. Analyst consensus
$138.50
Mean price target
2. Current target
$139.04
Latest analyst target
3. DCF / Fair value
$165.72
Simplified: (Free Cash Flow ÷ Shares) × 18 (P/FCF multiple). Not a …
Ratings
Current target
$139.04
Low
$125.00
High
$170.00
Mean
$138.50

Latest analyst rating changes

Date Action Analyst Rating Change Price Target
2026-05-04 main TD Cowen Hold → Hold $131
2026-05-04 main Barclays Underweight → Underweight $125
2026-05-04 main Piper Sandler Overweight → Overweight $170
2026-04-17 main Barclays Underweight → Underweight $128
2026-04-01 main Morgan Stanley Underweight → Underweight $125
2026-02-04 main Piper Sandler Overweight → Overweight $206
2026-02-03 main Morgan Stanley Underweight → Underweight $155
2026-01-15 main Barclays Underweight → Underweight $166
2026-01-14 main TD Cowen Hold → Hold $173
2025-12-23 main Piper Sandler Overweight → Overweight $218
2025-12-17 main Morgan Stanley Underweight → Underweight $168
2025-12-12 main Barclays Underweight → Underweight $158
2025-10-28 main Morgan Stanley Underweight → Underweight $173
2025-10-27 main TD Cowen Hold → Hold $180
2025-10-21 main Morgan Stanley Underweight → Underweight $170
2025-10-21 main Barclays Underweight → Underweight $175
2025-10-06 main Morgan Stanley Underweight → Underweight $180
2025-07-21 main Piper Sandler Overweight → Overweight $234
2025-07-16 main Barclays Underweight → Underweight $190
2025-07-02 main Morgan Stanley Underweight → Underweight $171
News
RSS: Latest VRTS news
Insider Transactions
Filed Date Insider Relationship Transaction Shares Price Value SEC
2026-03-13 MANDINACH BARRY M. Officer — 3,093 $126.11 $390,058
2026-03-13 SMIRL RICHARD W. Chief Operating Officer — 5,155 $126.11 $650,097
2026-03-13 PURKALITIS ANDRA C Officer — 2,578 $126.11 $325,112
2026-03-13 LIEBERMAN ELIZABETH A Officer — 2,448 $126.11 $308,717
2026-03-13 AYLWARD GEORGE ROBERT Chief Executive Officer — 12,688 $126.11 $1,600,084
2026-03-13 ANGERTHAL MICHAEL A Chief Financial Officer — 5,155 $126.11 $650,097
2026-03-12 MORRIS W. HOWARD JR. Director — 4,050 $129.23 $524,362
2026-02-11 CABRERA-FLEMING SUSAN F Director — 3,322 $142.22 $472,761
2025-12-11 CABRERA-FLEMING SUSAN F Director — 2,959 $167.98 $497,981
2025-05-14 WEISENSEEL JOHN C Director — 609 $176.23 $107,324
Financials
Statement View
Amounts in millions (2 decimals, no suffix) • EPS per share (2 decimals) • Trend = period evolution • YoY Growth = previous period %
Line Item Trend 2025-12-31 2024-12-31 2023-12-31 2022-12-31
Total Revenue
847.89
-6.08%
902.82
+7.29%
841.49
-4.56%
881.72
Operating Revenue
847.89
-6.08%
902.82
+7.29%
841.49
-4.56%
881.72
Cost Of Revenue
400.72
-7.37%
432.59
+6.88%
404.74
+9.02%
371.26
Reconciled Cost Of Revenue
396.87
-7.46%
428.84
+6.80%
401.53
+9.97%
365.13
Gross Profit
447.17
-4.90%
470.23
+7.67%
436.74
-14.44%
510.46
Operating Expense
280.01
-4.06%
291.86
+0.66%
289.94
-3.66%
300.96
Selling General And Administration
89.05
-7.46%
96.22
-0.60%
96.80
-14.04%
112.61
Selling And Marketing Expense
89.05
-7.46%
96.22
-0.60%
96.80
-14.04%
112.61
General And Administrative Expense
—
—
—
—
Salaries And Wages
—
—
—
—
Other Operating Expenses
131.20
+0.63%
130.38
+3.22%
126.31
+0.31%
125.93
Total Expenses
680.73
-6.03%
724.45
+4.28%
694.69
+3.34%
672.22
Operating Income
167.16
-6.28%
178.37
+21.51%
146.80
-29.93%
209.50
Total Operating Income As Reported
168.68
-7.57%
182.49
+20.47%
151.48
-23.28%
197.46
EBITDA
413.25
-10.20%
460.20
+5.70%
435.38
+33.61%
325.85
Normalized EBITDA
434.01
-6.99%
466.63
+9.39%
426.57
+9.47%
389.67
Reconciled Depreciation
63.62
-7.80%
69.00
-1.49%
70.05
+2.17%
68.56
EBIT
349.63
-10.63%
391.20
+7.08%
365.33
+41.99%
257.30
Total Unusual Items
-20.76
-223.10%
-6.42
-172.95%
8.81
+113.80%
-63.82
Total Unusual Items Excluding Goodwill
-20.76
-223.10%
-6.42
-172.95%
8.81
+113.80%
-63.82
Special Income Charges
1.52
-63.09%
4.12
-12.06%
4.69
+138.94%
-12.04
Restructuring And Mergern Acquisition
-1.52
+63.09%
-4.12
+12.06%
-4.69
-138.94%
12.04
Net Income
138.40
+13.68%
121.75
-6.79%
130.62
+11.13%
117.54
Pretax Income
187.25
-9.92%
207.88
+11.42%
186.56
+13.84%
163.89
Net Non Operating Interest Income Expense
37.38
+10.27%
33.90
+7.95%
31.40
+70.96%
18.37
Interest Expense Non Operating
162.38
-11.43%
183.32
+2.55%
178.77
+91.38%
93.41
Net Interest Income
37.38
+10.27%
33.90
+7.95%
31.40
+70.96%
18.37
Interest Expense
162.38
-11.43%
183.32
+2.55%
178.77
+91.38%
93.41
Interest Income Non Operating
199.75
-8.04%
217.22
+3.36%
210.16
+88.03%
111.77
Interest Income
199.75
-8.04%
217.22
+3.36%
210.16
+88.03%
111.77
Other Income Expense
-17.29
-293.85%
-4.39
-152.46%
8.37
+113.08%
-63.97
Other Non Operating Income Expenses
3.47
+70.58%
2.04
+562.73%
-0.44
-187.58%
-0.15
Gain On Sale Of Security
-22.28
-111.26%
-10.55
-355.91%
4.12
+107.96%
-51.78
Tax Provision
51.26
-7.51%
55.42
+22.92%
45.09
-21.26%
57.26
Tax Rate For Calcs
0.00
+2.62%
0.00
+10.48%
0.00
-30.83%
0.00
Tax Effect Of Unusual Items
-5.69
-231.57%
-1.72
-180.60%
2.13
+109.55%
-22.30
Net Income Including Noncontrolling Interests
135.99
-10.80%
152.45
+7.76%
141.48
+32.68%
106.63
Net Income From Continuing Operation Net Minority Interest
138.40
+13.68%
121.75
-6.79%
130.62
+11.13%
117.54
Net Income From Continuing And Discontinued Operation
138.40
+13.68%
121.75
-6.79%
130.62
+11.13%
117.54
Net Income Continuous Operations
135.99
-10.80%
152.45
+7.76%
141.48
+32.68%
106.63
Minority Interests
2.41
+107.84%
-30.71
-182.88%
-10.86
-199.47%
10.91
Normalized Income
153.47
+21.36%
126.46
+2.03%
123.94
-22.08%
159.06
Net Income Common Stockholders
138.40
+13.68%
121.75
-6.79%
130.62
+11.13%
117.54
Diluted EPS
19.97
+18.24%
16.89
-4.63%
17.71
+14.26%
15.50
Basic EPS
20.27
+17.92%
17.19
-4.61%
18.02
+13.33%
15.90
Basic Average Shares
6.83
-3.57%
7.08
-2.30%
7.25
-1.92%
7.39
Diluted Average Shares
6.93
-3.90%
7.21
-2.24%
7.38
-2.73%
7.58
Diluted NI Availto Com Stockholders
138.40
+13.68%
121.75
-6.79%
130.62
+11.13%
117.54
Amortization
51.78
-8.03%
56.30
-7.75%
61.03
+4.31%
58.50
Amortization Of Intangibles Income Statement
51.78
-8.03%
56.30
-7.75%
61.03
+4.31%
58.50
Depreciation Amortization Depletion Income Statement
59.77
-8.41%
65.26
-2.36%
66.83
+7.05%
62.43
Depreciation And Amortization In Income Statement
59.77
-8.41%
65.26
-2.36%
66.83
+7.05%
62.43
Depreciation Income Statement
7.99
-10.78%
8.96
+54.34%
5.80
+47.95%
3.92
Line Item Trend 2025-12-31 2024-12-31 2023-12-31 2022-12-31
Total Assets
4,291.20
+7.43%
3,994.49
+8.59%
3,678.63
-6.94%
3,952.93
Current Assets
580.92
+12.25%
517.52
+14.98%
450.09
-34.62%
688.45
Cash Cash Equivalents And Short Term Investments
477.17
+19.42%
399.58
+17.41%
340.33
-42.17%
588.53
Cash And Cash Equivalents
477.17
+19.42%
399.58
+17.41%
340.33
-42.17%
588.53
Receivables
102.73
-12.35%
117.21
+7.45%
109.08
+9.87%
99.27
Accounts Receivable
102.73
-12.35%
117.21
+7.45%
109.08
+9.87%
99.27
Restricted Cash
1.02
+39.89%
0.73
+6.91%
0.68
+5.59%
0.64
Total Non Current Assets
3,710.28
+6.71%
3,476.98
+7.70%
3,228.54
-1.10%
3,264.48
Net PPE
97.06
+21.55%
79.85
-10.73%
89.44
+367.74%
19.12
Gross PPE
129.47
+18.02%
109.70
-2.11%
112.07
+174.61%
40.81
Accumulated Depreciation
-32.42
-8.59%
-29.85
-31.96%
-22.62
-4.32%
-21.69
Properties
0.00
0.00
0.00
0.00
Machinery Furniture Equipment
28.14
+11.45%
25.25
+14.10%
22.13
+21.91%
18.15
Other Properties
75.17
+31.57%
57.13
-9.64%
63.23
—
Leases
26.17
-4.23%
27.32
+2.29%
26.71
+17.89%
22.66
Goodwill And Other Intangible Assets
724.51
-6.55%
775.33
-6.50%
829.22
+4.78%
791.36
Goodwill
397.10
+0.00%
397.10
+0.00%
397.10
+13.84%
348.84
Other Intangible Assets
327.41
-13.44%
378.23
-12.47%
432.12
-2.35%
442.52
Investments And Advances
2,770.74
+16.67%
2,374.77
+7.81%
2,202.73
-3.40%
2,280.29
Long Term Equity Investment
60.93
+200.35%
20.29
-10.67%
22.71
+98.38%
11.45
Other Investments
2,633.35
+15.97%
2,270.72
+9.03%
2,082.71
-4.98%
2,191.84
Non Current Deferred Assets
18.58
-19.94%
23.21
-7.27%
25.02
+8.00%
23.17
Non Current Deferred Taxes Assets
18.58
-19.94%
23.21
-7.27%
25.02
+8.00%
23.17
Other Non Current Assets
79.31
-61.99%
208.66
+200.48%
69.44
-50.53%
140.39
Total Liabilities Net Minority Interest
3,253.42
+8.97%
2,985.58
+10.35%
2,705.47
-10.30%
3,016.28
Payables And Accrued Expenses
152.74
-26.40%
207.53
+41.59%
146.57
-47.64%
279.91
Payables
152.74
-26.40%
207.53
+41.59%
146.57
-47.64%
279.91
Accounts Payable
54.52
+10.16%
49.49
-11.70%
56.05
+68.82%
33.20
Other Payable
98.22
-37.85%
158.03
+74.58%
90.52
-60.80%
230.90
Dividends Payable
—
—
17.29
+9.35%
15.81
Employee Benefits
197.75
-11.92%
224.50
+11.78%
200.84
+10.47%
181.81
Total Non Current Liabilities Net Minority Interest
3,100.68
+11.61%
2,778.05
+8.56%
2,558.90
-6.49%
2,736.37
Long Term Debt And Capital Lease Obligation
2,843.01
+14.91%
2,474.11
+9.78%
2,253.80
-3.62%
2,338.34
Long Term Debt
2,749.78
+14.38%
2,404.08
+10.50%
2,175.66
-6.96%
2,338.34
Long Term Capital Lease Obligation
93.22
+33.11%
70.04
-10.37%
78.14
—
Defined Pension Benefit
20.09
+32.53%
15.16
+19.53%
12.68
+24.90%
10.15
Other Non Current Liabilities
59.93
-24.56%
79.44
-23.81%
104.27
-51.78%
216.23
Stockholders Equity
934.04
+4.07%
897.49
+3.89%
863.93
+5.74%
817.02
Common Stock Equity
934.04
+4.07%
897.49
+3.89%
863.93
+5.74%
817.02
Capital Stock
0.12
+0.82%
0.12
+0.00%
0.12
+1.67%
0.12
Common Stock
0.12
+0.82%
0.12
+0.00%
0.12
+1.67%
0.12
Share Issued
12.32
+0.62%
12.24
+0.66%
12.16
+1.08%
12.03
Ordinary Shares Number
6.70
-3.90%
6.97
-1.70%
7.09
-1.31%
7.18
Treasury Shares Number
5.62
+6.58%
5.28
+3.96%
5.08
+4.61%
4.85
Additional Paid In Capital
1,342.15
+1.75%
1,319.11
+1.39%
1,301.00
+1.15%
1,286.24
Retained Earnings
340.90
+27.10%
268.22
+29.35%
207.36
+59.19%
130.26
Gains Losses Not Affecting Retained Earnings
0.46
+226.92%
-0.36
-318.39%
-0.09
+75.70%
-0.36
Treasury Stock
749.59
+8.70%
689.59
+7.00%
644.46
+7.55%
599.25
Minority Interest
103.74
-6.90%
111.42
+2.01%
109.23
-8.70%
119.64
Total Equity Gross Minority Interest
1,037.78
+2.86%
1,008.92
+3.67%
973.16
+3.90%
936.65
Total Capitalization
3,683.83
+11.58%
3,301.57
+8.62%
3,039.58
-3.67%
3,155.36
Working Capital
428.18
+38.13%
309.99
+2.13%
303.52
-25.71%
408.54
Invested Capital
3,683.83
+11.58%
3,301.57
+8.62%
3,039.58
-3.67%
3,155.36
Total Debt
2,843.01
+14.91%
2,474.11
+9.78%
2,253.80
-3.62%
2,338.34
Net Debt
2,272.62
+13.38%
2,004.49
+9.22%
1,835.32
+4.89%
1,749.80
Capital Lease Obligations
93.22
+33.11%
70.04
-10.37%
78.14
—
Net Tangible Assets
209.54
+71.52%
122.17
+251.97%
34.71
+35.24%
25.66
Tangible Book Value
209.54
+71.52%
122.17
+251.97%
34.71
+35.24%
25.66
Available For Sale Securities
76.46
-8.72%
83.77
-13.91%
97.30
+26.37%
77.00
Investmentin Financial Assets
76.46
-8.72%
83.77
-13.91%
97.30
+26.37%
77.00
Line Item Trend 2025-12-31 2024-12-31 2023-12-31 2022-12-31
Operating Cash Flow
-67.20
-3929.00%
1.75
-99.26%
237.16
+78.76%
132.67
Cash Flow From Continuing Operating Activities
-67.20
-3929.00%
1.75
-99.26%
237.16
+78.76%
132.67
Net Income From Continuing Operations
135.99
-10.80%
152.45
+7.76%
141.48
+32.68%
106.63
Depreciation Amortization Depletion
63.62
-7.80%
69.00
-1.49%
70.05
+2.17%
68.56
Depreciation And Amortization
63.62
-7.80%
69.00
-1.49%
70.05
+2.17%
68.56
Other Non Cash Items
-314.83
-26.74%
-248.41
-4649.79%
-5.23
+95.28%
-110.73
Stock Based Compensation
23.96
-27.03%
32.84
+22.43%
26.82
+11.58%
24.04
Deferred Tax
8.40
+17.99%
7.12
+410.76%
1.39
+171.12%
-1.96
Deferred Income Tax
8.40
+17.99%
7.12
+410.76%
1.39
+171.12%
-1.96
Operating Gains Losses
10.52
+4691.70%
-0.23
+97.84%
-10.60
-121.64%
48.97
Gain Loss On Investment Securities
14.15
+469.65%
2.48
+123.01%
-10.80
-121.96%
49.16
Change In Working Capital
1.07
+106.50%
-16.41
-250.27%
10.92
+314.77%
-5.08
Change In Receivables
22.22
+151.57%
8.83
+63.96%
5.39
-84.82%
35.48
Changes In Account Receivables
22.22
+151.57%
8.83
+63.96%
5.39
-84.82%
35.48
Change In Payables And Accrued Expense
-23.17
+0.00%
-23.17
-699.69%
3.86
+108.15%
-47.38
Change In Accrued Expense
-23.17
+0.00%
-23.17
-699.69%
3.86
+108.15%
-47.38
Change In Other Working Capital
2.01
+196.86%
-2.07
-224.43%
1.67
-75.55%
6.81
Investing Cash Flow
-47.34
-179.27%
-16.95
+86.93%
-129.73
-372.32%
-27.47
Cash Flow From Continuing Investing Activities
-47.34
-179.27%
-16.95
+86.93%
-129.73
-372.32%
-27.47
Capital Expenditure
-6.89
-23.50%
-5.58
+36.75%
-8.82
-34.02%
-6.58
Capital Expenditure Reported
-6.89
-23.50%
-5.58
+36.75%
-8.82
-34.02%
-6.58
Net Investment Purchase And Sale
—
—
—
—
Sale Of Investment
—
—
—
—
Net Business Purchase And Sale
-41.08
0.00
+100.00%
-120.64
-486.31%
-20.58
Purchase Of Business
-41.08
0.00
+100.00%
-120.64
-486.31%
-20.58
Net Other Investing Changes
0.64
+105.58%
-11.37
-4159.18%
-0.27
+13.31%
-0.31
Financing Cash Flow
191.03
+154.88%
74.95
+121.05%
-356.11
-248.94%
-102.06
Cash Flow From Continuing Financing Activities
191.03
+154.88%
74.95
+121.05%
-356.11
-248.94%
-102.06
Net Issuance Payments Of Debt
368.48
+75.43%
210.05
+203.26%
-203.41
-300.05%
101.68
Issuance Of Debt
862.32
-15.15%
1,016.23
+218.31%
319.26
+4.23%
306.30
Repayment Of Debt
-493.84
+38.74%
-806.19
-54.24%
-522.67
-155.44%
-204.62
Long Term Debt Issuance
862.32
-15.15%
1,016.23
+218.31%
319.26
+4.23%
306.30
Long Term Debt Payments
-493.84
+38.74%
-806.19
-54.24%
-522.67
-155.44%
-204.62
Net Long Term Debt Issuance
368.48
+75.43%
210.05
+203.26%
-203.41
-300.05%
101.68
Net Common Stock Issuance
-60.00
-33.72%
-44.87
+0.29%
-45.00
+50.00%
-90.00
Common Stock Payments
-60.00
-33.72%
-44.87
+0.29%
-45.00
+50.00%
-90.00
Common Stock Dividend Paid
-64.60
-11.14%
-58.12
-11.67%
-52.05
-10.14%
-47.25
Cash Dividends Paid
-64.60
-11.14%
-58.12
-11.67%
-52.05
-10.14%
-47.25
Repurchase Of Capital Stock
-60.00
-33.72%
-44.87
+0.29%
-45.00
+50.00%
-90.00
Proceeds From Stock Option Exercised
—
—
—
—
Net Other Financing Charges
-52.85
-64.61%
-32.11
+42.31%
-55.66
+16.28%
-66.48
Changes In Cash
76.49
+28.01%
59.75
+124.03%
-248.69
-8004.90%
3.15
Effect Of Exchange Rate Changes
1.39
+404.82%
-0.46
-187.19%
0.52
+566.96%
-0.11
Beginning Cash Position
400.31
+17.39%
341.01
-42.12%
589.18
+0.52%
586.14
End Cash Position
478.19
+19.45%
400.31
+17.39%
341.01
-42.12%
589.18
Free Cash Flow
-74.09
-1837.47%
-3.82
-101.67%
228.34
+81.09%
126.09
Interest Paid Supplemental Data
19.07
-5.88%
20.26
-9.18%
22.31
+100.35%
11.13
Income Tax Paid Supplemental Data
46.04
-18.33%
56.38
+80.93%
31.16
-58.07%
74.31
Dividend Received CFO
4.08
-24.30%
5.39
+131.50%
2.33
+3.70%
2.24
Earnings Losses From Equity Investments
-3.63
-33.98%
-2.71
-1470.20%
0.20
+205.88%
-0.19
Preferred Stock Dividend Paid
—
—
—
0.00
SEC Filings

Recent 10-K, 10-Q, 8-K, and Form 4 (insider) filings.

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