| Index | — | P/E | 6.92 | EPS (ttm) | 17.54 | Insider Own | 10.48% | Shs Outstand | 6.62M | Perf Week | 2.09% |
| Market Cap | 804.19M | Forward P/E | 5.61 | EPS next Y | 21.65 | Insider Trans | -2.94% | Shs Float | 6.21M | Perf Month | -9.25% |
| Enterprise Value | 3.34B | PEG | 4.91 | EPS next Q | 5.78 | Short Float | 7.86% | Perf Quarter | -27.02% | ||
| Income | 119.00M | P/S | 1.06 | EPS this Y | -10.95% | Short Ratio | 3.55 | Perf Half Y | -12.94% | ||
| Sales | 757.00M | P/B | 0.70 | EPS next Y | -3.14% | ROA | 2.63% | Short Interest | 488.10K | Perf YTD | -25.57% |
| Book/sh | 173.95 | P/C | 2.81 | EPS next 5Y | 1.41% | ROE | 12.82% | 52W High | 175.66 -31.84% | Perf Year | -25.60% |
| Cash/sh | 43.18 | P/FCF | — | EPS past 3/5Y | 8.81% 14.79% | ROIC | 1.78% | 52W Low | 116.71 2.59% | Perf 3Y | -30.02% |
| Dividend Est. | 9.80 (8.19%) | EV/EBITDA | 11.49 | Sales past 3/5Y | -1.97% 6.62% | Gross Margin | 85.49% | Volatility | 2.79% 3.07% | Perf 5Y | -63.53% |
| Dividend TTM | 9.65 (8.06%) | EV/Sales | 4.42 | EPS Y/Y TTM | -14.52% | Oper. Margin | 13.97% | ATR (14) | 4.37 | Perf 10Y | 25.25% |
| Dividend Ex-Date | Oct 30, 2026 | Quick Ratio | 2.42 | Sales Y/Y TTM | -14.37% | Profit Margin | 15.72% | RSI (14) | 41.51 | Recom | 2.82 |
| Dividend Gr. 3/5Y | 14.16% 26.45% | Current Ratio | 2.42 | EPS Q/Q | -11.36% | SMA20 | -2.04% | Beta | 1.40 | Target Price | 135.67 |
| Payout | 55.23% | Debt/Eq | 2.45 | Sales Q/Q | -20.10% | SMA50 | -11.16% | Rel Volume | 0.95 | Prev Close | 121.43 |
| Employees | 801 | LT Debt/Eq | 2.45 | Earnings | Nov 09 | SMA200 | -16.07% | Avg Volume | 132.76K | Price | 119.73 |
| IPO Date | Jan 02, 2009 | Option/Short | No / Yes | EPS/Sales Surpr. | -8.96% 8.85% | Net Debt/EBITDA | 8.72 | Volume | 126,756 | Change | -1.40% |
| Date | Action | Analyst | Rating | Target |
|---|---|---|---|---|
| Oct-14-26 | Reiterated | Barclays | Underweight | $135 → $117 |
| Sep-25-26 | Reiterated | Morgan Stanley | Underweight | $130 → $120 |
| Jul-31-26 | Reiterated | Barclays | Underweight | $141 → $135 |
| Jul-29-26 | Reiterated | Morgan Stanley | Underweight | $119 → $130 |
| Jul-14-26 | Reiterated | Barclays | Underweight | $125 → $141 |
| Jun-26-26 | Reiterated | Morgan Stanley | Underweight | $112 → $119 |
| May-19-26 | Reiterated | Morgan Stanley | Underweight | $155 → $112 |
| May-04-26 | Reiterated | Piper Sandler | Overweight | $206 → $170 |
| May-04-26 | Reiterated | Barclays | Underweight | $128 → $125 |
| Apr-17-26 | Reiterated | Barclays | Underweight | $142 → $128 |
Virtus Investment Partners, Inc., a publicly traded investment management firm, caters to both individual and institutional clients. The company develops tailored equity and fixed-income portfolios, alongside offering a diverse range of mutual funds encompassing equity, fixed-income, and balanced strategies, as well as exchange-traded funds. It strategically deploys capital across public equity, fixed-income, and real estate markets. Investment decisions are guided by a multi-manager framework, rigorous quantitative analysis, and proprietary in-house research. The performance of its portfolios is measured against the S&P 500 Index. Established in 1988, Virtus Investment Partners, Inc. maintains its corporate headquarters in Hartford, Connecticut.
Per-holder 13F data hasn't been ingested for this ticker yet.
| Line Item (USD, M) | TTM — | FY 2025 12/31/2025 | FY 2024 12/31/2024 | FY 2023 12/31/2023 | FY 2022 12/31/2022 | FY 2021 12/31/2021 | FY 2020 12/31/2020 | FY 2019 12/31/2019 | FY 2018 12/31/2018 | |
|---|---|---|---|---|---|---|---|---|---|---|
| Total Revenue | 757 | 831 | 903 | 841 | — | — | — | — | — | |
| Cost of Goods Sold Incl. D&A | 110 | 209 | 433 | 405 | — | — | — | — | — | |
| Gross Profit | 647 | 622 | 470 | 437 | — | — | — | — | — | |
| Selling, General and Administrative Excl. Other | 137 | 162 | 171 | 97 | — | — | — | — | — | |
| Research and Development | 0 | 0 | 0 | 0 | — | — | — | — | — | |
| Other Operating Expense | 404 | 315 | 117 | 188 | — | — | — | — | — | |
| Operating Income | 106 | 145 | 182 | 151 | — | — | — | — | — | |
| Interest Expense | 72 | 162 | 183 | 179 | — | — | — | — | — | |
| Unusual Expense | — | — | — | — | — | — | — | — | — | |
| Non-Operating Income (Expense) | 124 | 205 | 209 | 214 | — | — | — | — | — | |
| Net Income Before Taxes | 157 | 187 | 208 | 187 | — | — | — | — | — | |
| Income Taxes | 41 | 51 | 55 | 45 | — | — | — | — | — | |
| Consolidated Net Income | 119 | 138 | 122 | 131 | — | — | — | — | — | |
| Net Income From Continuing Operations | 116 | 136 | 152 | 141 | — | — | — | — | — | |
| Net Income | 119 | 138 | 122 | 131 | — | — | — | — | — | |
| EPS (Recurring) | 17.83 | 20.27 | 17.19 | 18.02 | — | — | — | — | — | |
| EPS (Basic, Before Extraordinaries) | 17.83 | 20.27 | 17.19 | 18.02 | — | — | — | — | — | |
| EPS (Diluted) | 17.54 | 19.97 | 16.89 | 17.71 | — | — | — | — | — | |
| EBITDA | 291 | 413 | 460 | 434 | — | — | — | — | — | |
| Other After Tax Adjustments | — | — | — | — | — | — | — | — | — | |
| Stock Option Compensation Expense | — | — | — | — | — | — | — | — | — | |
| Price To Earnings Ratio | 6.83 | 8.17 | 13.06 | 13.65 | — | — | — | — | — | |
| Price To Sales Ratio | 1.11 | 1.37 | 1.71 | 2.01 | — | — | — | — | — | |
| Gross Margin | 85.47 | 74.85 | 52.05 | 51.96 | — | — | — | — | — | |
| Operating Margin | 14.00 | 17.45 | 20.16 | 17.95 | — | — | — | — | — | |
| Net Margin | 15.72 | 16.61 | 13.51 | 15.58 | — | — | — | — | — | |
| Shares Outstanding | 7 | 7 | 7 | 7 | — | — | — | — | — | |
| Market Capitalization | 838 | 1,142 | 1,544 | 1,692 | — | — | — | — | — | |
| Operating Lease Expense | — | — | — | — | — | — | — | — | — |
| Insider | 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 |
| Angerthal Michael A | EVP, CFO & Treasurer | Aug 03 '26 | Sale | 167.34 | 14,975 | 2,505,955 | 63,461 | Aug 04 |
| Mandinach Barry M. | EVP, Head of Distribution | Jun 16 '26 | Sale | 144.76 | 5,000 | 723,820 | 10,815 | Jun 17 |
| MORRIS W HOWARD | Director | Mar 12 '26 | Buy | 129.47 | 4,050 | 524,363 | 4,307 | Mar 16 |
| Fleming Susan S. | Director | Feb 11 '26 | Sale | 142.31 | 3,322 | 472,760 | 10,355 | Feb 11 |
| Fleming Susan S. | Director | Dec 11 '25 | Sale | 168.29 | 2,959 | 497,980 | 13,677 | Dec 12 |
| Mandinach Barry M. | EVP, Head of Distribution | May 20 '24 | Sale | 234.00 | 7,886 | 1,845,324 | 12,418 | May 21 |
| Mandinach Barry M. | EVP, Head of Distribution | May 17 '24 | Sale | 234.00 | 77 | 18,018 | 20,304 | May 21 |
| ZARRILLI STEPHEN T | Director | Mar 06 '24 | Sale | 248.40 | 2,150 | 534,055 | 3,549 | Mar 07 |
| Angerthal Michael A | EVP, CFO & Treasurer | Feb 05 '24 | Sale | 232.51 | 8,049 | 1,871,471 | 69,897 | Feb 05 |
| MORRIS W HOWARD | Director | May 27 '22 | Sale | 192.09 | 151 | 29,006 | 738 | May 31 |
| MORRIS W HOWARD | Director | Mar 17 '22 | Buy | 231.00 | 435 | 100,484 | 435 | Mar 18 |
| PENA MARDELLE W | EVP, Chief HR Officer | Dec 15 '21 | Sale | 289.12 | 1,600 | 462,591 | 12,248 | Dec 17 |
| Mandinach Barry M. | EVP, Head of Distribution | Dec 14 '21 | Sale | 286.25 | 5,210 | 1,491,386 | 12,584 | Dec 16 |
| BRADLEY WILLIAM PATRICK III | EVP, Fund Services | Nov 12 '21 | Sale | 335.00 | 300 | 100,500 | 9,242 | Nov 15 |