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SCREENER COMPARE ANY 2 STOCKS
VRTS
VIRTUS INVESTMENT PARTNERS, INC.
NYSE
$168.52
▲ UP 0.77% (1.29)

KEY STATISTICS

Market Cap$1.13 B
52w High$203.61
52w Low$121.61
Dividend Yield5.78%
FrequencyQuarterly
P/E6.79
Volume81.97K
Shares Out.6.68M

COMPANY

LEADERSHIP

George Robert Aylward
CHIEF EXECUTIVE
George Robert Aylward

COMPENSATION 2026

Salary$650,000
Stock Awards$3,200,000
Incentive Plan Pay$2,442,000
All Other Comp.$17,500
Total$6,309,500

ABOUT

SECTOR
Financial Services
WENT PUBLIC
January 2, 2009
METHOD OF GOING PUBLIC
IPO
FULL TIME EMPLOYEES
801

PRICE TARGET

Target High$170.00
Target Low$130.00
Target Median$135.00
Target Consensus$145.00

UPCOMING EARNINGS

DateOct 23, 2026
DayFriday
Rev. Est.$188.37M
OCT
23
FRI

PRICE

$168.52 ▲ UP 0.77% (+$1.29)
$167$168$1699:30 AM10:35 AM11:40 AM12:45 PM1:49 PM2:54 PM3:59 PM168.52

About Virtus Investment Partners, Inc.

https://corporate.virtus.com ↗

Virtus Investment Partners, Inc., founded in 1988 and based in Hartford, CT, is a publicly traded investment manager offering equity, fixed income, and balanced mutual funds and portfolios to individual and institutional clients, using a multi-man...

INDUSTRY

Asset Management

A PRODUCT VIRTUS INVESTMENT PARTNERS, INC. IS KNOWN FOR

Actively Managed Exchange-Traded Funds (ETFs)
Actively Managed Exchange-Traded Funds (ETFs)

Virtus offers actively managed ETFs with portfolio selection by investment managers, representing a rapidly growing segment driven by significant asset growth and frequent new product launches.

COMPETITORS

COMPETITOR
AMG COMPARE
APAM COMPARE
BEN COMPARE
BLK COMPARE
TROW COMPARE

Revenue by Products

IconPRODUCTQ3-2025Q4-2025Q1-2026Q2-2026
Investment Management Fees$183.76M $175.71M ▼$169.13M ▼$170.85M ▲
Open End Funds$73.27M $68.92M ▼$63.73M ▼$61.47M ▼
Retail Separate Accounts$52.17M $51.28M ▼$47.32M ▼$42.67M ▼
Institutional Accounts$42.69M $39.57M ▼$37.3M ▼$37.9M ▲
Closed End Funds$15.63M $15.94M ▲$20.79M ▲$28.82M ▲

ETFS HOLDING THIS STOCK

ETFS HOLDING
185
LISTED HERE
26
RANKED BY POSITION SIZE
IJR.AX
0.06% · 383.3K
VTS.AX
0.00% · 200.8K
SCHD
0.03% · 169.9K
AVUV
0.09% · 160.6K
GBDV.L
1.06% · 112.6K
DFAT
0.04% · 38.2K
FYX
0.37% · 30.9K
DES
0.17% · 21.9K
JMEE
0.09% · 15.8K
BSVO
0.11% · 15.2K
PRFZ
0.07% · 12.3K
SIXS
1.24% · 10.8K
XRSU.L
0.03% · 5.9K
GSSC
0.05% · 3.2K
RSSL
0.03% · 3.1K
FESM
0.01% · 2.2K
TILT
0.01% · 1.9K
DE
DEEP
0.00% · 1.8K
SF
SFGV
0.02% · 1.2K
FSML
0.13% · 1.2K
ZSML.TO
0.06% · 585
RTWO.L
0.04% · 525
JSTC
0.03% · 501
HEJD
0.21% · 477
URTY
0.01% · 260
DM
DMRS
0.13% · 212

INSTITUTIONAL OWNERSHIP

SHARES OWNED
85.63%
HOLDERS
368
TOP 12 OF 368 · RANKED BY POSITION SIZE
Blackrock Inc.
1.1M sh · $238.65M
Blackrock, Inc.
1.1M sh · $151.62M
Vanguard Group Inc
846.5K sh · $160.86M
State Street Corp
448.3K sh · $64.33M
Blackrock Fund Advisors
418.0K sh · $49.34M
Victory Capital Management Inc
352.9K sh · $50.65M
Dimensional Fund Advisors LP
315.7K sh · $45.31M
Charles Schwab Investment Management Inc
300.1K sh · $48.96M
Aqr Capital Management LLC
286.6K sh · $41.13M
Sixth Street Partners Management Company, L.P.
279.3K sh · $40.09M
American Century Companies Inc
195.4K sh · $28.03M
Geode Capital Management, LLC
165.4K sh · $23.74M

RATINGS SNAPSHOT

Overall rating: B+

DCFROEROAD/EP/EP/B
Discounted Cash Flow3
Return On Equity4
Return On Assets4
Debt To Equity1
Price To Earnings3
Price To Book3
Overall Score3

INSIDER TRADES

★
DIRECTOR:
Boyce John T
— · —
2026-08-19
★
OFFICER: EVP, CFO & TREASURER
Angerthal Michael A
Sale · 2.6K shares
2026-08-03
★
OFFICER: EVP, CFO & TREASURER
Angerthal Michael A
Sale · 2.8K shares
2026-08-03
★
OFFICER: EVP, CFO & TREASURER
Angerthal Michael A
Sale · 2.3K shares
2026-08-03

MOST RECENT ANALYST GRADES

GRADE SUMMARY
UNDERWEIGHT 2
HOLD 1
OVERWEIGHT 1
4 GRADES IN THE LAST 12 MONTHS
Barclays UNDERWEIGHT TD Cowen HOLD Morgan Stanley UNDERWEIGHT Piper Sandler OVERWEIGHT

SECTORS PEERS

PEERPRICE
TRIN$18.56COMPARE
CSWC$25.47COMPARE
ASA$63.51COMPARE
GSBD$10.13COMPARE
FSCO$5.18COMPARE
KBDC$13.40COMPARE
MFIC$9.62COMPARE
BCSF$11.93COMPARE