VRTS

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Peers: AB AMG JHG BEN IVZ TROW WT SEIC BLK LAZ

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

Index	RUT
Market Cap	969.34M
Enterprise Value	1.42B
Income	116.87M
Sales	821.67M
Book/sh	137.29
Cash/sh	41.07
Dividend Est.	9.87 (6.80%)
Dividend TTM	9.45 (6.51%)
Dividend Ex-Date	Jul 31, 2026
Dividend Gr. 3/5Y	13.86% 25.56%
Payout	46.56%
Employees	801
IPO	Jan 02, 2009

P/E	8.54
Forward P/E	5.67
PEG	5.20
P/S	1.18
P/B	1.06
P/C	3.53
P/FCF	4.08
EV/EBITDA	7.75
EV/Sales	1.73
Quick Ratio	1.45
Current Ratio	1.45
Debt/Eq	0.58
LT Debt/Eq	0.58
Option/Short	No / Yes

EPS (ttm)	16.99
EPS next Y	25.59
EPS next Q	6.12
EPS this Y	-1.51%
EPS next Y	3.68%
EPS next 5Y	1.09%
EPS past 3/5Y	8.81% 14.78%
Sales past 3/5Y	-0.16% 6.40%
EPS Y/Y TTM	0.51%
Sales Y/Y TTM	-6.49%
EPS Q/Q	-74.15%
Sales Q/Q	-4.26%
Earnings	May 01 BMO
EPS/Sales Surpr.	-5.09% 11.20%

Insider Own	6.50%
Insider Trans	-0.97%
Inst Own	87.55%
Inst Trans	-0.94%
ROA	2.83%
ROE	12.91%
ROIC	8.06%
Gross Margin	81.99%
Oper. Margin	14.87%
Profit Margin	14.22%
SMA20	1.18%
SMA50	1.84%
SMA200	-6.60%
Trades

Shs Outstand	6.68M
Shs Float	6.25M
Short Float	7.04%
Short Ratio	3.86
Short Interest	0.44M
52W High	215.06 -32.55%
52W Low	121.61 19.29%
Volatility	4.77% 4.08%
ATR (14)	5.82
RSI (14)	53.37
Beta	1.35
Rel Volume	1.14
Avg Volume	113.99K
Volume	105,527

Perf Week	2.22%
Perf Month	1.42%
Perf Quarter	11.45%
Perf Half Y	-12.84%
Perf YTD	-11.08%
Perf Year	-20.03%
Perf 3Y	-26.54%
Perf 5Y	-47.78%
Perf 10Y	103.80%
Recom	3.50
Target Price	136.25
Prev Close	144.08
Price	145.07
Change	0.68%

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

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	Loading…
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	Loading…
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 04:47PM	Virtus Investment Partners, Inc. Q1 2026 Earnings Call Summary (Moby) -6.56%
07:12AM	Virtus: Q1 Earnings Snapshot (Associated Press)
07:00AM	Virtus Investment Partners Announces Financial Results for First Quarter 2026 (Business Wire)
04:20PM	Loading…
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)
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 Distributions (Business Wire)
04:15PM	Virtus Diversified Income & Convertible Fund Announces Distributions (Business Wire)
10:34AM	TBPH Stock Plunges 26% on Failure of Late-Stage MSA Study (Zacks)
Mar-02-26 08:58AM	Virtus Investment Partners Closes on Investment in Keystone National Group (Business Wire)
Feb-26-26 07:00AM	Virtus Investment Partners Declares Quarterly Cash Dividend on Common Stock (Business Wire)
Feb-25-26 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)
Feb-17-26 01:38PM	Trade Tracker: Joe Terranova sells Apple (CNBC TV)
Feb-12-26 01:22PM	Virtus Investment Partners Just Paid Investors $2.40 In Dividends (24/7 Wall St.)
Feb-11-26 07:00AM	Virtus Investment Partners Reports Preliminary January 31, 2026 Assets Under Management (Business Wire)
Feb-10-26 12:22PM	Virtus Leans On ETFs For Growth, Adds Emerging Markets Dividend Fund Amid Equity Pressure (Benzinga)
Feb-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)
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)
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	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)

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.

CPAMr. George Robert Aylward Jr.

Executive VPMr. Michael Aaron Angerthal CPA

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.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
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

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Virtus Investment Partners Inc

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