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VRTS

Virtus Investment Partners Inc

Feb 06 • 04:00PM ET

140.29

-10.67 -7.07 %

Financial • Asset Management • USA • NYSE

Feb 06, 4:41 PMVirtus Investment Partners posts Q4 2025 revenue of $208.0M and diluted EPS of $5.17 ($6.50 adjusted), with AUM down 6% sequentially to $159.5B as it maintains margins amid equity outflows and expands into private markets and ETFs; on its call, it guided to a Q1 2026 fee rate of 41–42 bps tied to the expected March 1 closing of its majority acquisition of Keystone National Group and noted continued ETF growth with $0.6B of positive net flows.

Peers: BLK AMP TROW IVZ JHG BAM BEN NTRS LAZ CNS

| Held by: IJR VTI SCHD IWM VB AVUV VBR VXF IJS SPSM

Scroll to Statements

Index	RUT	P/E	7.02	EPS (ttm)	19.99	Insider Own	6.33%	Shs Outstand	6.75M	Perf Week	-14.06%
Market Cap	947.58M	Forward P/E	5.25	EPS next Y	26.73	Insider Trans	-0.69%	Shs Float	6.33M	Perf Month	-15.70%
Enterprise Value	911.14M	PEG	-	EPS next Q	5.15	Inst Own	84.35%	Short Float	3.56%	Perf Quarter	-13.57%
Income	138.40M	P/S	1.14	EPS this Y	0.02%	Inst Trans	2.37%	Short Ratio	2.82	Perf Half Y	-25.03%
Sales	830.59M	P/B	1.03	EPS next Y	6.66%	ROA	3.63%	Short Interest	0.23M	Perf YTD	-14.01%
Book/sh	136.03	P/C	2.05	EPS next 5Y	-	ROE	15.11%	52W High	215.06 -34.77%	Perf Year	-28.01%
Cash/sh	68.44	P/FCF	3.90	EPS past 3/5Y	8.81% 14.78%	ROIC	10.38%	52W Low	142.18 -1.33%	Perf 3Y	-36.74%
Dividend Est.	9.87 (7.04%)	EV/EBITDA	4.45	Sales past 3/5Y	-0.16% 6.40%	Gross Margin	82.08%	Volatility	5.89% 3.41%	Perf 5Y	-36.70%
Dividend TTM	9.30 (6.63%)	EV/Sales	1.10	EPS Y/Y TTM	17.82%	Oper. Margin	17.44%	ATR (14)	5.97	Perf 10Y	59.42%
Dividend Ex-Date	Jan 30, 2026	Quick Ratio	2.19	Sales Y/Y TTM	-7.34%	Profit Margin	16.66%	RSI (14)	22.89	Recom	3.50
Dividend Gr. 3/5Y	21.39% 27.74%	Current Ratio	2.19	EPS Q/Q	10.86%	SMA20	-14.59%	Beta	1.45	Target Price	162.25
Payout	46.57%	Debt/Eq	0.43	Sales Q/Q	-10.64%	SMA50	-14.49%	Rel Volume	1.42	Prev Close	150.96
Employees	805	LT Debt/Eq	0.43	Earnings	Feb 06 BMO	SMA200	-21.01%	Avg Volume	79.94K	Price	140.29
IPO	Jan 02, 2009	Option/Short	No / Yes	EPS/Sales Surpr.	0.85% 8.38%	Trades		Volume	113,302	Change	-7.07%

Date	Action	Analyst	Rating Change	Price Target Change
Aug-27-24	Initiated	Barclays	Underweight	$206
Apr-08-24	Downgrade	TD Cowen	Buy → Hold	$285 → $264
Jan-04-24	Initiated	TD Cowen	Outperform	$289
Dec-20-23	Resumed	Piper Sandler	Overweight	$264
Mar-27-23	Upgrade	Piper Sandler	Neutral → Overweight	$248 → $260
Feb-06-23	Downgrade	Piper Sandler	Overweight → Neutral	$248
Apr-08-22	Downgrade	Morgan Stanley	Overweight → Underweight	$393 → $240
Aug-05-21	Upgrade	Morgan Stanley	Equal-Weight → Overweight	$400
Feb-03-20	Upgrade	Barclays	Equal Weight → Overweight	$145
Oct-14-19	Upgrade	BofA/Merrill	Neutral → Buy
Oct-08-19	Reiterated	BofA/Merrill	Neutral	$123 → $110
Jun-06-19	Reiterated	BofA/Merrill	Neutral	$130 → $118
Apr-12-19	Reiterated	BofA/Merrill	Neutral	$119 → $125
Dec-06-18	Reiterated	BofA/Merrill	Neutral	$115 → $100
Jan-09-18	Upgrade	Goldman	Sell → Neutral
Oct-09-17	Upgrade	BofA/Merrill	Underperform → Neutral
Sep-08-17	Initiated	Barclays	Equal Weight	$113
Jul-31-17	Upgrade	Credit Suisse	Neutral → Outperform
Jun-01-17	Initiated	Morgan Stanley	Equal-Weight
Jan-31-17	Initiated	BofA/Merrill	Underperform	$110

Show Previous Ratings

Feb-06-26 04:02PM	Virtus Investment Partners Inc (VRTS) Q4 2025 Earnings Call Highlights: Strategic Expansions ... (GuruFocus.com) -7.07%
09:30AM	Compared to Estimates, Virtus (VRTS) Q4 Earnings: A Look at Key Metrics (Zacks)
08:15AM	Virtus Investment Partners (VRTS) Q4 Earnings Surpass Estimates (Zacks)
07:25AM	Virtus: Q4 Earnings Snapshot (Associated Press Finance)
07:00AM	Virtus Investment Partners Announces Financial Results for Fourth Quarter 2025 (Business Wire)
12:03PM	Loading…
Feb-03-26 12:03PM	3 Asset Management Stocks Set to Pull Off Earnings Beat in Q4 (Zacks) -6.20%
Jan-28-26 04:15PM	Virtus Total Return Fund Inc. Discloses Sources of Distribution Section 19(a) Notice (Business Wire)
04:10PM	Virtus Artificial Intelligence & Technology Opportunities Fund Discloses Sources of Distribution Section 19(a) Notice (Business Wire)
04:05PM	Virtus Diversified Income & Convertible Fund Discloses Sources of Distribution Section 19(a) Notice (Business Wire)
Jan-27-26 08:15AM	Invesco (IVZ) Beats Q4 Earnings and Revenue Estimates (Zacks)
Jan-23-26 04:15PM	Virtus Investment Partners to Announce Fourth Quarter 2025 Results on Friday, February 6 (Business Wire)
10:00AM	Virtus Investment Partners (VRTS) Expected to Beat Earnings Estimates: Can the Stock Move Higher? (Zacks)
Jan-20-26 01:43PM	Trade Tracker: Joe Terranova buys Twilio (CNBC TV)
Jan-16-26 06:04PM	Virtus Infrastructure Capital ETFs (AMZA/PFFA/PFFR) Declare Monthly Distributions (Business Wire)
Jan-13-26 02:12PM	Trade Tracker: Joe Terranova buys the VanEck Oil Services ETF (CNBC TV)
07:00AM	Loading…
07:00AM	Virtus Investment Partners Reports Preliminary December 31, 2025 Assets Under Management (Business Wire)
Jan-09-26 04:20PM	Duff & Phelps Utility and Infrastructure Fund Inc. Discloses Sources of Distribution Section 19(a) Notice (Business Wire)
04:15PM	DNP Select Income Fund Inc. Discloses Sources of Distribution Section 19(a) Notice (Business Wire)
Jan-05-26 10:07PM	Piper Cuts Virtus (VRTS) Target but Stays Positive on Credit Fundamentals (Insider Monkey)
Dec-29-25 04:15PM	Virtus Total Return Fund Inc. Discloses Sources of Distribution Section 19(a) Notice (Business Wire)
02:00PM	Trade Tracker: Joe Terranova sells Phillips 66, Spotify and the GLD (CNBC TV)
Dec-23-25 04:10PM	Virtus Introduces Virtus Silvant Growth Opportunities ETF (Business Wire)
Dec-22-25 02:11PM	Trade Tracker: Joe Terranova sells the CBOE (CNBC TV)
02:11PM	Trade Tracker: Joe Terranova sells APA Corp (CNBC TV)
Dec-19-25 04:25PM	Virtus Equity & Convertible Income Fund Announces Special Year-End Distribution and Discloses Sources of Distribution Section 19(a) Notice (Business Wire)
04:20PM	Virtus Artificial Intelligence & Technology Opportunities Fund Announces Special Year-End Distribution and Discloses Sources of Distribution Section 19(a) Notice (Business Wire)
04:15PM	Virtus Diversified Income & Convertible Fund Announces Special Year-End Distribution and Discloses Sources of Distribution Section 19(a) Notice (Business Wire)
Dec-16-25 08:55AM	Virtus Investment Partners Announces a Strategic Minority Interest Investment in Crescent Cove Advisors, LP (Business Wire)
Dec-11-25 04:35PM	DTF Tax-Free Income 2028 Term Fund Inc. Announces Dividends (Business Wire)
04:25PM	Duff & Phelps Utility and Infrastructure Fund Inc. Announces Dividends (Business Wire)
04:15PM	Loading…
04:15PM	DNP Select Income Fund Inc. Announces Dividends (Business Wire)
07:00AM	Virtus Investment Partners Declares Quarterly Cash Dividend on Common Stock (Business Wire)
Dec-10-25 01:27PM	Trade Alert: Joe Terranova sells Uber (CNBC TV)
01:21PM	Fifth Third Set to Expand Multifamily Lending With Fannie Mae DUS Deal (Zacks)
07:00AM	Virtus Investment Partners Reports Preliminary November 30, 2025 Assets Under Management (Business Wire)
Dec-09-25 04:20PM	DNP Select Income Fund Inc. Discloses Sources of Distribution Section 19(a) Notice (Business Wire)
04:10PM	Duff & Phelps Utility and Infrastructure Fund Inc. Discloses Sources of Distribution Section 19(a) Notice (Business Wire)
Dec-08-25 12:05PM	Virtus Pushes Into Private Markets With Majority Stake in Keystone (Zacks)
Dec-05-25 08:30AM	Virtus Investment Partners Announces Agreement to Add Keystone National Group as an Investment Manager (Business Wire)
Dec-02-25 01:55PM	Trade Tracker: Joe Terranova buys Twilio (CNBC TV)
Dec-01-25 04:20PM	Virtus Convertible & Income Fund II Announces Quarterly Distribution: 5.500% Series A Cumulative Preferred Shares (Business Wire)
04:15PM	Virtus Convertible & Income Fund Announces Quarterly Distribution: 5.625% Series A Cumulative Preferred Shares (Business Wire)
Nov-19-25 05:25PM	Virtus Total Return Fund Inc. Announces Distributions and Discloses Sources of Distribution Section 19(a) Notice (Business Wire)
05:15PM	Virtus Global Multi-Sector Income Fund Announces Distributions (Business Wire)
05:05PM	Virtus Equity & Convertible Income Fund Announces Distribution and Discloses Sources of Distribution Section 19(a) Notice (Business Wire)
04:55PM	Virtus Dividend, Interest & Premium Strategy Fund Announces Distribution and Discloses Sources of Distribution Section 19(a) Notice (Business Wire)
04:45PM	Virtus Convertible & Income Fund and Virtus Convertible & Income Fund II Announce Monthly Distributions (Business Wire)
04:35PM	Virtus Stone Harbor Emerging Markets Income Fund Announces Distributions (Business Wire)
04:25PM	Virtus Artificial Intelligence & Technology Opportunities Fund Announces Distributions and Discloses Sources of Distribution Section 19(a) Notice (Business Wire)
04:15PM	Virtus Diversified Income & Convertible Fund Announces Distributions and Discloses Sources of Distribution Section 19(a) Notice (Business Wire)
Nov-12-25 07:00AM	Virtus Investment Partners Reports Preliminary October 31, 2025 Assets Under Management (Business Wire)
Nov-07-25 10:01PM	How Virtus Investment, Fifth Third Bancorp, And VICI Properties Can Put Cash In Your Pocket (Benzinga)
04:10PM	DNP Select Income Fund Inc. Discloses Sources of Distribution Section 19(a) Notice (Business Wire)
04:05PM	Duff & Phelps Utility and Infrastructure Fund Inc. Discloses Sources of Distribution Section 19(a) Notice (Business Wire)
Oct-29-25 04:15PM	Virtus Total Return Fund Inc. Discloses Sources of Distribution Section 19(a) Notice (Business Wire)
04:10PM	Virtus Artificial Intelligence & Technology Opportunities Fund Discloses Sources of Distribution Section 19(a) Notice (Business Wire)
04:05PM	Virtus Diversified Income & Convertible Fund Discloses Sources of Distribution Section 19(a) Notice (Business Wire)
Oct-24-25 05:01PM	Virtus Investment Partners Inc (VRTS) Q3 2025 Earnings Call Highlights: Strong ETF Growth and ... (GuruFocus.com) -6.23%
09:30AM	Virtus (VRTS) Q3 Earnings: Taking a Look at Key Metrics Versus Estimates (Zacks)
08:15AM	Virtus Investment Partners (VRTS) Misses Q3 Earnings and Revenue Estimates (Zacks)
07:13AM	Virtus: Q3 Earnings Snapshot (Associated Press Finance)
07:00AM	Virtus Investment Partners Announces Financial Results for Third Quarter 2025 (Business Wire)
Oct-21-25 10:00AM	Invesco (IVZ) Earnings Expected to Grow: What to Know Ahead of Next Week's Release (Zacks)
Oct-17-25 10:00AM	Analysts Estimate Virtus Investment Partners (VRTS) to Report a Decline in Earnings: What to Look Out for (Zacks)
Oct-13-25 12:00PM	Virtus (VRTS) Upgraded to Buy: Here's Why (Zacks)
Oct-10-25 04:10PM	DNP Select Income Fund Inc. Discloses Sources of Distribution Section 19(a) Notice (Business Wire) -5.05%
04:05PM	Duff & Phelps Utility and Infrastructure Fund Inc. Discloses Sources of Distribution Section 19(a) Notice (Business Wire)
09:00AM	Virtus Investment Partners to Announce Third Quarter 2025 Results on Friday, October 24 (Business Wire)
07:00AM	Virtus Investment Partners Reports Preliminary September 30, 2025 Assets Under Management (Business Wire)
Oct-08-25 01:31PM	Trade Tracker: Joe Terranova buys more XBI (CNBC TV)
Sep-29-25 04:25PM	Virtus Total Return Fund Inc. Discloses Sources of Distribution Section 19(a) Notice (Business Wire)
04:20PM	Virtus Artificial Intelligence & Technology Opportunities Fund Discloses Sources of Distribution Section 19(a) Notice (Business Wire)
04:15PM	Virtus Diversified Income & Convertible Fund Discloses Sources of Distribution Section 19(a) Notice (Business Wire)
Sep-26-25 09:00AM	Four Virtus Closed-End Funds Add Portfolio Manager (Business Wire)
Sep-18-25 04:35PM	DTF Tax-Free Income 2028 Term Fund Inc. Announces Dividends (Business Wire)
04:25PM	Duff & Phelps Utility and Infrastructure Fund Inc. Announces Dividends (Business Wire)
04:15PM	DNP Select Income Fund Inc. Announces Dividends (Business Wire)
Sep-11-25 01:52PM	Trade Tracker: Joe Terranova sells Marathon Petroleum (CNBC TV)
07:00AM	Virtus Investment Partners Reports Preliminary August 31, 2025 Assets Under Management (Business Wire)
Sep-10-25 01:48PM	U.S. Bancorp Rewards Shareholders With 4% Dividend Hike, Shares Up (Zacks)
Sep-09-25 04:10PM	Duff & Phelps Utility and Infrastructure Fund Inc. Discloses Sources of Distribution Section 19(a) Notice (Business Wire)
04:05PM	DNP Select Income Fund Inc. Discloses Sources of Distribution Section 19(a) Notice (Business Wire)
Sep-02-25 04:10PM	Virtus Convertible & Income Fund Announces Quarterly Distribution: 5.625% Series A Cumulative Preferred Shares (Business Wire)
04:05PM	Virtus Convertible & Income Fund II Announces Quarterly Distribution: 5.500% Series A Cumulative Preferred Shares (Business Wire)
Aug-27-25 05:25PM	Virtus Total Return Fund Inc. Announces Distributions and Discloses Sources of Distribution Section 19(a) Notice (Business Wire)
05:15PM	Virtus Global Multi-Sector Income Fund Announces Distributions (Business Wire)
05:05PM	Virtus Equity & Convertible Income Fund Announces Distribution and Discloses Sources of Distribution Section 19(a) Notice (Business Wire)
04:55PM	Virtus Dividend, Interest & Premium Strategy Fund Announces Distribution and Discloses Sources of Distribution Section 19(a) Notice (Business Wire)
04:45PM	Virtus Convertible & Income Fund and Virtus Convertible & Income Fund II Announce Monthly Distributions (Business Wire)
04:35PM	Virtus Stone Harbor Emerging Markets Income Fund Announces Distributions (Business Wire)
04:25PM	Virtus Artificial Intelligence & Technology Opportunities Fund Announces Distributions and Discloses Sources of Distribution Section 19(a) Notice (Business Wire)
04:15PM	Virtus Diversified Income & Convertible Fund Announces Distributions and Discloses Sources of Distribution Section 19(a) Notice (Business Wire)
Aug-26-25 10:01PM	How Robert Half, Restaurant Brands, And Virtus Investment Can Put Cash In Your Pocket (Benzinga)
05:46PM	Virtus Dividend, Interest & Premium Strategy Fund Announces Portfolio Manager Update (Business Wire)
12:33PM	TriCo Bancshares Rewards Shareholders With 9% Dividend Hike (Zacks)
Aug-21-25 02:39PM	Stock Yards Reward Shareholders With 3.2% Dividend Hike, Shares Up (Zacks)
Aug-20-25 01:49PM	M&T Bank Rewards Shareholders, Lifts Quarterly Dividend by 11.1% (Zacks)
01:25PM	Trade Tracker: Joe Terranova trims Apple (CNBC TV)
Aug-18-25 01:09PM	Virtus Investment Rewards Shareholders With a 6.7% Dividend Hike (Zacks)
Aug-15-25 10:30AM	Virtus Investment's July AUM Inches Up Sequentially on Net Inflows (Zacks)

Virtus Investment Partners, Inc. is an asset management company, which engages in the provision of investment management and related services to individuals and institutions. It offers financial solutions and products such as mutual funds, managed accounts, institutional, closed-end funds, Virtus variable insurance trust funds, and other portfolio. The company was founded on November 1, 1995, and is headquartered in Hartford, CT.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Fleming Susan S.	Director	Dec 11 '25	Sale	168.29	2,959	497,981	13,677	Dec 12 05:05 PM
Susan S. Fleming	director	Dec 11 '25	Proposed Sale	164.44	2,959	486,577		Dec 11 01:14 PM

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VRTS

Virtus Investment Partners Inc

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