VRTS

Peers: VCTR APAM AMG AB FHI BEN TROW IVZ WHG CNS

| Held by: IJR VTI IWM SCHD AVUV VB VBR DFAT VXF DFSV

Index	RUT
Market Cap	797.64M
Enterprise Value	1.23B
Income	119.81M
Sales	832.66M
Book/sh	142.73
Cash/sh	43.33
Dividend Est.	-
Dividend TTM	9.65 (8.01%)
Dividend Ex-Date	Oct 30, 2026
Dividend Gr. 3/5Y	13.86% 25.56%
Payout	46.56%
Employees	801
IPO	Jan 02, 2009

P/E	6.86
Forward P/E	5.56
PEG	-
P/S	0.96
P/B	0.84
P/C	2.78
P/FCF	3.56
EV/EBITDA	6.40
EV/Sales	1.48
Quick Ratio	1.72
Current Ratio	1.72
Debt/Eq	0.54
LT Debt/Eq	0.54
Option/Short	No / Yes

EPS (ttm)	17.55
EPS next Y	21.65
EPS next Q	5.78
EPS this Y	-10.80%
EPS next Y	-3.14%
EPS next 5Y	-2.83%
EPS past 3/5Y	8.81% 14.78%
Sales past 3/5Y	-0.16% 6.40%
EPS Y/Y TTM	-14.45%
Sales Y/Y TTM	-5.17%
EPS Q/Q	9.19%
Sales Q/Q	5.25%
Earnings	Nov 09 BMO
EPS/Sales Surpr.	-8.96% 8.85%

Insider Own	6.44%
Insider Trans	-4.57%
Inst Own	93.03%
Inst Trans	4.16%
ROA	2.91%
ROE	13.01%
ROIC	8.22%
Gross Margin	81.61%
Oper. Margin	14.91%
Profit Margin	14.39%
SMA20	-2.38%
SMA50	-11.27%
SMA200	-16.61%
Trades

Shs Outstand	6.62M
Shs Float	6.20M
Short Float	7.87%
Short Ratio	3.62
Short Interest	0.49M
52W High	175.66 -31.44%
52W Low	116.71 3.20%
Volatility	2.96% 3.07%
ATR (14)	4.27
RSI (14)	40.22
Beta	1.41
Rel Volume	0.00
Avg Volume	134.93K
Volume	0

Perf Week	-0.51%
Perf Month	-10.43%
Perf Quarter	-25.57%
Perf Half Y	-15.95%
Perf YTD	-26.18%
Perf Year	-24.88%
Perf 3Y	-40.09%
Perf 5Y	-63.33%
Perf 10Y	20.38%
Recom	3.50
Target Price	129.75
Prev Close	120.44
Price	120.44
Change %	0.00%

Consensus

Sell

Avg. Price Target

$129.75

Implied Upside

+7.7%

Analysts7incl. previous ratings

Rating Distribution3 Buy · 2 Hold · 2 Sell

Date	Action	Analyst	Rating Change	Price Target Change	Implied Upside
Aug 27, 2024	Initiated	BBarclays	Underweight	$206	+71.0%
Apr 08, 2024	Downgrade	TTD Cowen	Buy → Hold	$285 → $264	+119.2%
Jan 04, 2024	Initiated	TTD Cowen	Outperform	$289	+140.0%
Dec 20, 2023	Resumed	PPiper Sandler	Overweight	$264	+119.2%
Mar 27, 2023	Upgrade	PPiper Sandler	Neutral → Overweight	$248 → $260	+115.9%
Feb 06, 2023	Downgrade	PPiper Sandler	Overweight → Neutral	$248	+105.9%
Apr 08, 2022	Downgrade	MMorgan Stanley	Overweight → Underweight	$393 → $240	+99.3%
Aug 05, 2021	Upgrade	MMorgan Stanley	Equal-Weight → Overweight	$400	+232.1%
Feb 03, 2020	Upgrade	BBarclays	Equal Weight → Overweight	$145	+20.4%
Oct 14, 2019	Upgrade	BBofA/Merrill	Neutral → Buy
Oct 08, 2019	Reiterated	BBofA/Merrill	Neutral	$123 → $110	-8.7%
Jun 06, 2019	Reiterated	BBofA/Merrill	Neutral	$130 → $118	-2.0%
Apr 12, 2019	Reiterated	BBofA/Merrill	Neutral	$119 → $125	+3.8%
Dec 06, 2018	Reiterated	BBofA/Merrill	Neutral	$115 → $100	-17.0%
Jan 09, 2018	Upgrade	GGoldman	Sell → Neutral
Oct 09, 2017	Upgrade	BBofA/Merrill	Underperform → Neutral
Sep 08, 2017	Initiated	BBarclays	Equal Weight	$113	-6.2%
Jul 31, 2017	Upgrade	CCredit Suisse	Neutral → Outperform
Jun 01, 2017	Initiated	MMorgan Stanley	Equal-Weight
Jan 31, 2017	Initiated	BBofA/Merrill	Underperform	$110	-8.7%

Oct-28-26 06:51PM	Virtus Investment Partners Reschedules Third Quarter 2026 Financial Results to Monday, November 9 (Business Wire)
04:20PM	Virtus Total Return Fund Inc. Discloses Sources of Distribution - Section 19(a) Notice (Business Wire)
04:20PM	Virtus Diversified Income & Convertible Fund 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)
Oct-22-26 08:30AM	Virtus Must Show Its Flow Recovery Is Real As Shares Slide Toward Lows (Earnings Whispers)
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Oct-13-26 08:00AM	Virtus Investment Partners Reports Preliminary September 30, 2026 Assets Under Management (Business Wire)
Oct-09-26 04:15PM	Virtus Investment Partners to Announce Third Quarter 2026 Financial Results on Friday, October 30 (Business Wire)
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-28-26 04:05PM	Virtus Total Return Fund Inc. Discloses Sources of Distribution - Section 19(a) Notice (Business Wire)
Sep-23-26 04:10PM	Virtus Artificial Intelligence & Technology Opportunities Fund Announces Increase to Monthly Distributions and Discloses Sources of Distribution - Section 19(a) Notice (Business Wire)
04:05PM	Virtus Diversified Income & Convertible Fund Announces Increase to Monthly Distributions and Discloses Sources of Distribution Section 19(a) Notice (Business Wire)
Sep-17-26 04:35PM	DTF Tax-Free Income 2028 Term Fund Inc. Announces Distributions (Business Wire)
04:25PM	DNP Select Income Fund Inc. Announces Distributions (Business Wire)
04:15PM	Duff & Phelps Utility and Infrastructure Fund Inc. Announces Distributions (Business Wire)
08:00AM	Loading…
Sep-11-26 08:00AM	Virtus Investment Partners Reports Preliminary August 31, 2026 Assets Under Management (Business Wire)
Sep-09-26 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)
Sep-02-26 05:45PM	Virtus Convertible & Income Fund II Announces Quarterly Distribution: 5.500% Series A Cumulative Preferred Shares (Business Wire)
05:35PM	Virtus Convertible & Income Fund Announces Quarterly Distribution: 5.625% Series A Cumulative Preferred Shares (Business Wire)
05:25PM	Virtus Total Return Fund Inc. Announces Distributions (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 Distribution (Business Wire)
04:15PM	Virtus Diversified Income & Convertible Fund Announces Distribution (Business Wire)
Aug-27-26 04:15PM	Virtus Diversified Income & Convertible Fund 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	Loading…
04:05PM	Virtus Total Return Fund Inc. Discloses Sources of Distribution Section 19(a) Notice (Business Wire)
Aug-20-26 04:30PM	Virtus Investment Partners Announces Appointment of Board Member (Business Wire)
07:00AM	Virtus Investment Partners Increases Quarterly Common Stock Dividend to $2.45 Per Share (Business Wire)
Aug-17-26 04:15PM	Virtus Introduces Two Actively Managed ETFs from Zevenbergen (Business Wire)
Aug-12-26 08:00AM	Virtus Investment Partners Reports Preliminary July 31, 2026 Assets Under Management (Business Wire)
Aug-07-26 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)
Jul-30-26 07:04PM	Virtus Investment Partners Inc (VRTS) (Q2 2026) Earnings Call Highlights: Strong Institutional ... (GuruFocus.com)
07:35AM	Virtus: Q2 Earnings Snapshot (Associated Press)
07:00AM	Virtus Investment Partners Announces Financial Results for Second Quarter 2026 (Business Wire)
Jul-29-26 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)
Jul-20-26 04:15PM	Virtus Introduces Virtus InfraCap Preferred and Income Securities ETF (Business Wire)
Jul-13-26 08:00AM	Virtus Investment Partners Reports Preliminary June 30, 2026 Assets Under Management (Business Wire)
Jul-02-26 08:45AM	Virtus Stone Harbor Emerging Markets Income Fund Announces Portfolio Manager Update (Business Wire)
Jun-29-26 08:00AM	Virtus Total Return Fund Inc. Discloses Sources of Distribution Section 19(a) Notice (Business Wire)
08:00AM	Virtus Diversified Income & Convertible Fund Discloses Sources of Distribution Section 19(a) Notice (Business Wire)
08:00AM	Virtus Artificial Intelligence & Technology Opportunities Fund Discloses Sources of Distribution Section 19(a) Notice (Business Wire)
Jun-15-26 04:15PM	DTF Tax-Free Income 2028 Term Fund Inc. Announces Distributions (Business Wire)
04:10PM	DNP Select Income Fund Inc. Announces Distributions and Discloses Sources of Distribution Section 19(a) Notice (Business Wire)
04:05PM	Duff & Phelps Utility and Infrastructure Fund Inc. Announces Increase to Monthly Distribution, Renewal of the Share Repurchase Plan and Sources of Distribution Section 19(a) Notice (Business Wire)
Jun-10-26 08:00AM	Virtus Investment Partners Reports Preliminary May 31, 2026 Assets Under Management (Business Wire)
Jun-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)
Jun-03-26 05:45PM	Virtus Convertible & Income Fund II Announces Quarterly Distribution: 5.500% Series A Cumulative Preferred Shares (Business Wire) +5.62%
05:35PM	Virtus Convertible & Income Fund Announces Quarterly Distribution: 5.625% Series A Cumulative Preferred Shares (Business Wire)
05:25PM	Virtus Global Multi-Sector Income Fund Announces Distributions (Business Wire)
05:15PM	Virtus Dividend, Interest & Premium Strategy Fund Announces Distribution and Discloses Sources of Distribution Section 19(a) Notice (Business Wire)
04:55PM	Virtus Stone Harbor Emerging Markets Income Fund Announces Distributions (Business Wire)
04:45PM	Virtus Diversified Income & Convertible Fund Announces Distributions (Business Wire)
04:35PM	Virtus Total Return Fund Inc. Announces Increase to Monthly Distributions (Business Wire)
04:25PM	Virtus Equity & Convertible Income Fund Announces Increase to Quarterly Distribution and Discloses Sources of Distribution Section 19(a) Notice (Business Wire)
04:15PM	Virtus Artificial Intelligence & Technology Opportunities Fund Announces Increase to Monthly Distributions (Business Wire)
Jun-02-26 09:00AM	Virtus Closed-End Funds Announce Results of Joint Annual Meeting of Shareholders (Business Wire)
May-27-26 04:20PM	Virtus Total Return Fund Inc. Discloses Sources of Distribution Section 19(a) Notice (Business Wire)
04:15PM	Virtus Artificial Intelligence & Technology Opportunities Fund Discloses Sources of Distribution Section 19(a) Notice (Business Wire)
04:10PM	Virtus Diversified Income & Convertible Fund Discloses Sources of Distribution Section 19(a) Notice (Business Wire)
May-21-26 07:00AM	Virtus Investment Partners Declares Quarterly Cash Dividend on Common Stock (Business Wire)
May-12-26 08:00AM	Virtus Investment Partners Reports Preliminary April 30, 2026 Assets Under Management (Business Wire)
May-08-26 04:15PM	Duff & Phelps Utility and Infrastructure Fund Inc. Discloses Sources of Distribution Section 19(a) Notice (Business Wire)
04:10PM	DNP Select Income Fund Inc. Discloses Sources of Distribution Section 19(a) Notice (Business Wire)
May-02-26 03:03AM	Virtus Investment Partners Inc (VRTS) Q1 2026 Earnings Call Highlights: Navigating Growth ... (GuruFocus.com)
May-01-26 07:12AM	Virtus: Q1 Earnings Snapshot (Associated Press) -6.56%
07:00AM	Virtus Investment Partners Announces Financial Results for First Quarter 2026 (Business Wire)
Apr-28-26 04:20PM	Virtus Diversified Income & Convertible Fund Discloses Sources of Distribution Section 19(a) Notice (Business Wire)
04:15PM	Virtus Artificial Intelligence & Technology Opportunities Fund Discloses Sources of Distribution Section 19(a) Notice (Business Wire)
04:10PM	Virtus Total Return Fund Inc. Discloses Sources of Distribution Section 19(a) Notice (Business Wire)
Apr-22-26 04:42PM	Virtus Introduces Virtus Silvant Small/Mid Growth ETF (Business Wire)
Apr-15-26 04:47PM	Virtus Introduces Virtus Duff & Phelps Real Estate Income ETF (Business Wire)
Apr-13-26 08:00AM	Virtus Investment Partners Reports Preliminary March 31, 2026 Assets Under Management (Business Wire)
07:30AM	Vertiqal Studios Closes Private Placement of Secured Debentures (TMX Newsfile)
Apr-10-26 04:15PM	Virtus Investment Partners to Announce First Quarter 2026 Financial Results on Friday, May 1 (Business Wire)
Apr-09-26 04:15PM	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)
Apr-01-26 01:23PM	Asset managers: Morgan Stanley sees downside risk for Q1 earnings estimates (Investing.com)
Mar-31-26 05:01PM	Vertiqal Studios Files Continuous Disclosure Documents and Reports 2025 Annual Financial Results (TMX Newsfile)
Mar-27-26 04:20PM	Virtus Total Return Fund Inc. Discloses Sources of Distribution Section 19(a) Notice (Business Wire)
04:15PM	Virtus Artificial Intelligence & Technology Opportunities Fund Discloses Sources of Distribution Section 19(a) Notice (Business Wire)
04:10PM	Virtus Diversified Income & Convertible Fund Discloses Sources of Distribution Section 19(a) Notice (Business Wire)
Mar-25-26 05:15PM	CORRECTION FROM SOURCE: Vertiqal Studios Provides Notice of Default (TMX Newsfile)
Mar-24-26 07:45PM	Vertiqal Studios Provides Notice of Default (TMX Newsfile)
Mar-16-26 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)
Mar-11-26 07:00AM	Virtus Investment Partners Reports Preliminary February 28, 2026 Assets Under Management (Business Wire)
Mar-09-26 04:15PM	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)
01:03PM	Virtus Dividend, Interest & Premium Strategy Fund Announces Renewal of Share Repurchase Program (Business Wire)
Mar-04-26 05:45PM	Virtus Convertible & Income Fund II Announces Quarterly Distribution: 5.500% Series A Cumulative Preferred Shares (Business Wire)

Show Previous News

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
MORRIS W HOWARD	Director	Sep 15 '26	Sale	138.59	435	60,284	0	Sep 15 05:17 PM
MORRIS W HOWARD	Director	Sep 15 '26	Proposed Sale	147.41	435	64,123		Sep 15 04:29 PM
Angerthal Michael A	EVP, CFO & Treasurer	Aug 03 '26	Sale	167.34	14,975	2,505,955	63,461	Aug 04 05:11 PM
Michael Angerthal	Officer	Aug 03 '26	Proposed Sale	167.29	14,975	2,505,149		Aug 03 04:59 PM
Mandinach Barry M.	EVP, Head of Distribution	Jun 16 '26	Sale	144.76	5,000	723,820	10,815	Jun 17 05:30 PM
Mandinach Barry M.	Officer	Jun 16 '26	Proposed Sale	144.76	5,000	723,811		Jun 16 02:24 PM
MORRIS W HOWARD	Director	Mar 12 '26	Buy	129.34	2,150	278,084	2,000	Mar 16 04:56 PM
MORRIS W HOWARD	Director	Mar 12 '26	Buy	129.62	1,900	246,278	4,307	Mar 16 04:56 PM
Fleming Susan S.	Director	Feb 11 '26	Sale	142.31	3,322	472,761	10,355	Feb 11 04:55 PM
Susan S Fleming	Director	Feb 11 '26	Proposed Sale	141.81	3,322	471,093		Feb 11 12:11 PM
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

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.

Executive VP & COOMr. Richard William Smirl J.D.

Executive VPMs. Andra Cynthia Purkalitis J.D.

Executive VP & Head of DistributionMr. Barry Mitchell Mandinach J.D.

Vice President of Investor RelationsMr. Sean Rourke

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Virtus Investment Partners Inc

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