VRTS

Virtus Investment Partners, Inc.

VRTS.US corporate.virtus.com + Research + Basket
CIK 0000883237
Employees 801
Phone 800-248-7971
Fiscal year end December
IPO Mar 12, 1992
Address One Financial Plaza, Hartford, CT, United States, 06103
121.51
+0.45 (+0.37%)
USD · NYSE
52-week range
117.44
171.90
Trading at 7% of the 52-week range
Market Cap
801.74M
P/E Ratio
6.79
Forward P/E
7.66
Book Value
142.74
Div. Yield
8.07%
% Institutions
95.94%
% Insiders
6.42%

1 Year

-24.9%

3 Year

-23.1%

10 Year

+51.1%
Description

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.

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People

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Directors & Officers

Name Title Year Born
Mr. Richard William Smirl J.D. Executive VP & COO 1967
Ms. Andra Cynthia Purkalitis J.D. Executive VP, Chief Legal Officer, General Counsel & Corporate Secretary 1962
Mr. Barry Mitchell Mandinach J.D. Executive VP & Head of Distribution 1956
Mr. Sean Rourke Vice President of Investor Relations NA

Insider Trading

Open insider trading
Date Insider Name Title Transaction Type Shares Price Value SEC
Mar 12, 2026 W Howard Morris N/A Purchase 1.90K $129.62 $246.28K SEC
Mar 12, 2026 W Howard Morris N/A Purchase 2.15K $129.34 $278.08K SEC

Shareholders

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Institutional Holders

Holder Name Shares Date Reported % Out Value % Change
BlackRock Inc 1.06M Jun 30, 2026 15.95% $0.00 5.73%
Vanguard Portfolio Management, LLC 450.12K Jun 30, 2026 6.80% $0.00 -7.17%
State Street Corp 448.31K Jun 30, 2026 6.77% $0.00 2.18%
Victory Capital Management Inc. 352.93K Jun 30, 2026 5.33% $0.03 10.98%
Dimensional Fund Advisors, Inc. 315.72K Jun 30, 2026 4.77% $0.01 3.47%
AQR Capital Management LLC 286.63K Jun 30, 2026 4.33% $0.01 116.69%
Vanguard Capital Management, LLC 279.85K Jun 30, 2026 4.23% $0.00 -2.00%
Charles Schwab Investment Management Inc 279.35K Jun 30, 2026 4.22% $0.01 7.93%
American Century Companies Inc 195.36K Jun 30, 2026 2.95% $0.01 3.47%
Geode Capital Management, LLC 165.43K Jun 30, 2026 2.50% $0.00 3.89%
JPMorgan Chase & Co 142.88K Jun 30, 2026 2.16% $0.00 54.53%
Brown Advisory Holdings Inc 109.41K Jun 30, 2026 1.65% $0.02 5.34%
Two Sigma Investments LLC 107.94K Jun 30, 2026 1.63% $0.01 24.71%
Hotchkis & Wiley Capital Management LLC 97.58K Jun 30, 2026 1.47% $0.04 1.05%
Morgan Stanley - Brokerage Accounts 89.04K Jun 30, 2026 1.34% $0.00 -7.30%
Northern Trust Corp 85.42K Jun 30, 2026 1.29% $0.00 9.45%
Glenmede Trust Co NA 78.28K Jun 30, 2026 1.18% $0.05 39.68%
Algert Global LLC 77.96K Jun 30, 2026 1.18% $0.13 1.12%
Nuveen, LLC 75.85K Jun 30, 2026 1.15% $0.00 114.47%
Bank of New York Mellon Corp 70.72K Jun 30, 2026 1.07% $0.00 1.38%

Fund Holdings

Rank Holder Name Shares Held % of Shares Change Date Reported
1 iShares Core S&P Small-Cap ETF 366.56K 5.53% ▲ 0.03% Sep 30, 2026
2 Vanguard MStar Total Stk Mkt Idx Invest 200.84K 3.03% ▲ 0.00% Sep 30, 2026
3 iShares Russell 2000 ETF 190.92K 2.88% ▲ 6.33% Sep 30, 2026
4 Schwab US Dividend Equity ETF™ 171.00K 2.58% ▲ 0.22% Sep 30, 2026
5 Avantis US Small Cap Value ETF 159.83K 2.41% ▲ 0.00% Sep 30, 2026
6 Vanguard Small Cap Index 141.68K 2.14% ▼ 2.90% Sep 30, 2026
7 Stt Strt SPDR S&P Glbl DivAristETF 116.65K 1.76% ▲ 3.60% Sep 30, 2026
8 Vanguard MStar Small Cap Value Index 92.20K 1.39% ▼ 0.60% Sep 30, 2026
9 Fidelity Small Cap Index 70.72K 1.07% ▲ 0.51% Jul 31, 2026
10 Glenmede Small Cap Equity Adv 62.74K 0.95% ▼ 10.18% Sep 30, 2026

Financial Highlights

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Market Cap: $801.74M
EBITDA: $202.76M
P/E Ratio: $6.79
PEG Ratio: $0.56
Book Value: $142.74
Dividend/Share: $9.60
Dividend Yield: 8.07%
Earnings/Share: $17.84
Profit Margin: 14.52%
Operating Margin: 11.79%
ROA (TTM): 1.99%
ROE (TTM): 10.67%
Revenue (TTM): $825.31M
Revenue/Share (TTM): $122.88
Earnings Growth (YOY): 9.20%
Revenue Growth (YOY): -4.40%

Valuation Metrics

Enterprise Value: $3.33B
Trailing P/E: 6.79
Forward P/E: 7.66

Shares Statistics

Shares Outstanding: 6.62M
Shares Float: 6.21M
% Insiders: 6.42%
% Institutions: 95.94%
Short % Float: 11.29%

Stock Price History

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1 Year Price History

3 Years Price History

10 Years Price History

Max Price History

Financial Charts

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Open balance sheet Open capital intensity Download Financials (Excel)

Revenue, Net Income & Operating Cash Flow (Yearly)

Change % vs Prior Year

Revenue, Net Income & Operating Cash Flow (Quarterly)

Change % vs Prior Quarter

Operating Expenses (Yearly)

Operating Expenses (Quarterly)

Balance Sheet (Yearly)

Balance Sheet (Quarterly)

Assets Breakdown (Yearly)

Assets Breakdown (Quarterly)

Liabilities Breakdown (Yearly)

Liabilities Breakdown (Quarterly)

Income Statement Waterfall

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Open full waterfall Open balance sheet
Line Item
Step Type
Value
Revenue
adjust
$830.59M
Cost of Goods Sold
adjust
$-208.59M
Gross Profit
subtotal
$622.00M
SG&A
adjust
$-73.28M
Other Operating Expense
adjust
$-403.85M
Operating Income
subtotal
$144.88M
Other / Non-Operating Items
adjust
$-6.48M
Net Income
subtotal
$138.40M

Earnings Per Share (EPS) History

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Financial Ratios

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📦 Raw API Data (JSON Explorer)

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