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Home CompaniesVirtus Investment Partners, Inc.

Virtus Investment Partners, Inc.

Financial Services Asset Management
PortfolioPortfolio WatchlistWatchlist
Company price
127.13 USD -2.82 ( 2.17%)
Last update at 2026-11-12T15:31:00Z
VOLUME
19370
Market Cap
913.14M
P/E
8.18

Momentum Score

…

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.

Source: TradingView
The charts and visual representations are sourced from TradingView through embedded widgets. For any issues with chart display, please visit the TradingView website

Day Price Range
127.13
Low
131.47
High
52 Week Price Range
117.82
Low
183.69
High

Momentum Score

…
Loading momentum score…

A unique technical analysis driven score developed by Kalkine showing momentum in stock prices based on select technical indicators identified.

Score - Rating
>= 1 - Low / > 1 but < 2 - Below Average / > 2 but < 3 - Average / > 3 but < 4 - Above Average / > 4 - High
AI Summary

Virtus Investment Partners is a publicly traded asset manager offering mutual funds, ETFs and institutional strategies to retail and institutional clients. Long-term growth may be supported by asset-gathering and market appreciation, expanded third-party distribution and recurring fee-based revenue, which could appeal to investors seeking diversified active-management exposure.
Key risks include AUM and revenue sensitivity to market performance and fund flows, ongoing fee compression and competition from larger and passive managers, plus dependence on distribution channels and key portfolio managers.

Risk Score
Medium

Note: The summary and risk score provided above is created by AI and should not be construed as a recommendation of Kalkine.

Key Metrics*

Previous Close
129.95
Dividend Yield
6.69%
Revenue TTM
825.31M
Revenue Per Share
122.88
Gross Profit TTM
339.03M
Debt / Equity
3.04
ROE
10.67%
Net Debt
2365.84M
ROCE
8.45%
Diluted EPS TTM
16.85

Key Financials*

Income Statement

Balance Sheet

Change in Cash

Total Operating Cash

Dividends Paid

Breakdown 2025-12-31 2024-12-31 2023-12-31 2022-12-31 2021-12-31
Type yearly yearly yearly yearly yearly
Date 2025-12-31 2024-12-31 2023-12-31 2022-12-31 2021-12-31
Income before tax 187.25M 207.88M 186.56M 163.89M 353.67M
Minority interest 2.41M -30.71M 6.38M 10.91M -54.70M
Net income 138.40M 121.75M 130.62M 117.54M 208.13M
Selling general administrative 73.28M 74.29M 73.86M 85.86M 358.23M
Selling and marketing expenses 89.05M 96.22M 96.80M 112.61M 141.04M
Gross profit 622.00M 470.23M 719.40M 510.46M 616.44M
Reconciled depreciation 63.62M 69.00M 67.09M 62.43M 48.38M
Ebit 349.63M 391.20M 151.48M 321.12M 325.49M
Ebitda 409.40M 460.20M 151.48M 383.54M 481.94M
Depreciation and amortization 59.77M 69.00M 68.44M 62.43M 156.46M
Non operating income net other - - - - 6.38M
Operating income 144.88M 182.49M 151.48M 321.12M 325.49M
Other operating expenses 685.71M 720.33M 296.53M 672.22M 636.78M
Interest expense 162.38M 183.32M 23.43M 93.41M 69.64M
Tax provision 51.26M 55.42M 45.09M 57.26M 90.83M
Interest income 199.75M 217.22M 191.75M 111.77M 91.44M
Net interest income 37.38M 33.90M 24.27M 18.37M 21.81M
Income tax expense 51.26M 55.42M 45.09M 57.26M 90.83M
Total revenue 830.59M 902.82M 845.27M 881.72M 974.67M
Total operating expenses 477.12M 287.74M 170.66M 300.96M 278.55M
Cost of revenue 208.59M 432.59M 125.87M 371.26M 358.23M
Total other income expense net 42.37M 25.39M 35.08M -157.23M 28.18M
Net income from continuing ops 135.99M 152.45M 128.81M 106.63M 262.83M
Net income applicable to common shares - - - 117.54M 208.13M
Breakdown 2025-12-31 2024-12-31 2023-12-31 2022-12-31 2021-12-31
Type yearly yearly yearly yearly yearly
Date 2025-12-31 2024-12-31 2023-12-31 2022-12-31 2021-12-31
Total assets 4291.20M 3994.49M 3678.63M 3952.93M 3934.18M
Intangible assets 327.41M 378.23M 432.12M 442.52M 500.57M
Other current assets 1.02M 0.73M - 0.03M 0.60M
Total liab 3253.42M 2985.58M 2705.47M 3016.28M 2958.59M
Total stockholder equity 934.04M 897.49M 863.93M 817.00M 828.30M
Other current liab 98.22M 158.03M 107.81M -1836.61M 199.89M
Common stock 0.12M 0.12M 0.12M 0.12M 0.12M
Capital stock 0.12M 0.12M 0.12M 0.12M 0.12M
Retained earnings 340.90M 268.22M 207.36M 130.26M 60.96M
Other liab - - - 2452.89M 2394.68M
Good will 397.10M 397.10M 397.10M 348.84M 338.41M
Other assets 2909.09M 134.42M - 2480.92M 0.00M
Cash 477.17M 399.58M 340.33M 338.20M 378.90M
Total current liabilities 152.74M 207.53M 146.57M 279.91M 248.39M
Net debt 2365.84M 2074.53M 1835.32M 2000.14M 1921.06M
Short term debt 16.83M - - 2083.31M 0.00M
Short long term debt total 2843.01M 2474.11M 2175.66M 2338.34M 2299.96M
Other stockholder equity 592.56M 629.51M 656.53M 686.98M 767.20M
Property plant equipment - - - 83.62M 12.54M
Total current assets 580.92M 517.52M 450.09M 688.45M 710.02M
Long term investments 2770.74M 2374.77M 2215.41M 2290.44M 2249.13M
Net tangible assets - - - 25.66M 126.50M
Short term investments - -133.69M - 100.33M 0.00M
Net receivables 102.73M 117.21M 109.08M 99.27M 123.87M
Long term debt 2749.78M 2404.08M 2175.66M 2338.34M 2299.96M
Inventory - - - 250.94M 206.64M
Accounts payable 54.52M 49.49M 38.76M 33.20M 48.50M
Noncontrolling interest in consolidated entity - - - - 8.35M
Accumulated other comprehensive income 0.46M -0.36M -0.09M -0.36M 0.02M
Common stock total equity - - - - 0.12M
Retained earnings total equity - - - - 60.96M
Treasury stock - - - - -509.25M
Non currrent assets other 99.40M 176.50M 132.67M 140.39M 104.31M
Non current assets total 3710.28M 3476.98M 3228.54M 3264.48M 3224.16M
Capital lease obligations 93.22M 70.04M - - -
Long term debt total - - - - 2299.96M
Breakdown 2025-12-31 2024-12-31 2023-12-31 2022-12-31 2021-12-31
Type yearly yearly yearly yearly yearly
Date 2025-12-31 2024-12-31 2023-12-31 2022-12-31 2021-12-31
Investments - -16.95M -129.07M -27.47M -175.03M
Change to liabilities - - - 0.00M 72.63M
Total cashflows from investing activities -47.34M -16.95M -129.73M -27.47M -175.03M
Net borrowings 368.48M 210.05M -203.41M 101.68M -213.93M
Total cash from financing activities 191.03M 74.95M -356.11M -102.06M -244.40M
Change to operating activities - - - -123.05M 361.44M
Net income 135.99M 152.45M 141.48M 106.63M 262.83M
Change in cash 77.88M 59.30M -248.16M 3.03M 246.30M
Begin period cash flow 400.31M 341.01M 589.18M 586.14M 339.85M
End period cash flow 478.19M 400.31M 341.01M 589.18M 586.14M
Total cash from operating activities -67.20M 1.75M 237.16M 132.67M 665.73M
Depreciation 63.62M 69.00M 68.44M 64.22M 50.77M
Other cashflows from investing activities 309.81M -11.37M -0.27M - -169.19M
Dividends paid 64.60M 58.12M 52.05M -47.25M -31.41M
Change to inventory - - - - -72.63M
Change to account receivables 22.22M 8.83M 6.82M 37.55M -30.06M
Sale purchase of stock -60.00M -44.87M -45.00M -90.00M -57.50M
Other cashflows from financing activities -45.49M -32.11M -55.66M 239.81M -29.82M
Change to netincome - - - 26.20M -1156.62M
Capital expenditures 6.89M 5.58M 8.82M 6.58M 5.84M
Cash flows other operating - - - - 1427.00M
Cash and cash equivalents changes - - - - 246.30M
Change in working capital 1.07M -16.41M 12.35M -3.02M 41.72M
Stock based compensation 23.96M 32.84M 26.82M 24.04M 26.23M
Other non cash items -300.24M -243.26M -13.33M -57.24M 293.85M
Free cash flow -74.09M -3.82M 228.34M 126.09M 659.89M

Peer Comparison*

Sector: Financial Services Industry: Asset Management

Stock Name
Change
(USD)
Price
(USD)
Trailing
PE (x)
Forward
PE (x)
Price Sales
TTM (x)
Price to Book Value (x)
Enterprise Value
to Revenue (x)
Enterprise Value
to EBITDA (x)
VRTS
Virtus Investment Partners, Inc.		 -2.82
2.17%		 127.13 8.18 7.66 1.11 1.01 4.26 8.80
BLK
BlackRock Inc		 2.63
0.21%		 1228.94 26.25 19.57 6.33 2.90 6.35 17.13
BX
Blackstone Group Inc		 -1.80
1.48%		 120.20 33.20 20.12 11.05 11.56 9.14 15.74
IVSBF
Investor AB ser. B		 0.01
0.01%		 43.59 4.67 3.83 3.78 1.13 4.15 1.68
KKR
KKR & Co. Inc.		 -1.70
1.70%		 98.35 32.68 13.66 3.58 3.22 0.68 1.47

Profile*

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.

One Financial Plaza, Hartford, CT, United States, 06103

800-248-7971

https://corporate.virtus.com

801

Name Title Year Born
Mr. George Robert Aylward Jr., CPA, CPA Pres, CEO & Director 1964
Mr. Michael Aaron Angerthal CPA, CPA Exec. VP, CFO & Treasurer 1967
Mr. Richard William Smirl J.D. Exec. VP & COO 1967
Ms. Wendy Jacqueline Hills Exec. VP, Chief Legal Officer, Gen. Counsel & Corp. Sec. 1970
Mr. Barry Mitchell Mandinach J.D. Exec. VP & Head of Distribution 1956
Mr. Sean Rourke VP of Investor Relations NA
Mr. Joe Fazzino VP of Corp. Communications NA
Ms. Mardelle W. Peña Exec. VP & Chief HR Officer 1953
Mr. William Patrick Bradley III, CPA Exec. VP of Fund Services 1972
Mr. David Leon Albrycht C.F.A., CFA Portfolio Mang. NA

Disclaimer - (*)This information, including any data, is sourced from Unicorn Data Services SAS, trading as EOD Historical Data (“EODHD”) on an ‘as is’ basis, using their API. We cannot guarantee the completeness or validity of the information and data provided on this page, as well as via the API. In some cases, the data may include analyst ratings or recommendations sourced through the EODHD API, which are intended solely for general information purposes.
This information does not consider your personal objectives, financial situation, or needs. Kalkine is not liable for any errors or omissions in the information provided or for any actions taken in reliance on it. You should seek advice from a financial adviser, stockbroker or other professional adviser (including taxation and legal advice) as necessary before acting on this information.

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