VRTS stock icon

Virtus Investment Partners
VRTS
Market cap $1.49B

208.39 USD
+4.20
2.06%
At close Oct 4, 4:00 PM EDT
1 day
2.06%
5 days
1.01%
1 month
3.07%
3 months
-5.90%
6 months
-13.41%
Year to date
-11.56%
1 year
8.64%
5 years
106.20%
 

About: Virtus Investment Partners Inc provides investment management and related services to individuals and institutions. Its retail products include open-end mutual funds, closed-end funds, exchange-traded funds, and variable insurance funds. Geographically, the activities are carried out through the region of the U.S. and the group generates revenue through investment management fees, distribution and service fees and administration and shareholder service fees.

Employees: 824

0
Funds holding %
of 6,728 funds
0
Analysts bullish %
of 4 analysts

Fund manager confidence

Based on 2024 Q2 SEC filings by fund managers ($100M+ AUM)

41% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 27

5% more funds holding

Funds holding: 211 [Q1] → 222 (+11) [Q2]

0% more funds holding in top 10

Funds holding in top 10: 1 [Q1] → 1 (+0) [Q2]

4% less repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 72

1.46% less ownership

Funds ownership: 81.9% [Q1] → 80.44% (-1.46%) [Q2]

10% less capital invested

Capital invested by funds: $1.44B [Q1] → $1.29B (-$145M) [Q2]

Research analyst outlook

4 Wall Street Analysts provided 1 year price targets over the past 3 months

Low target
$206
1%
downside
Avg. target
$231
11%
upside
High target
$264
27%
upside

4 analyst ratings

positive
25%
neutral
25%
negative
50%
Barclays
Benjamin Budish
83% 1-year accuracy
50 / 60 met price target
1%downside
$206
Underweight
Initiated
27 Aug 2024
Morgan Stanley
Michael Cyprys
80% 1-year accuracy
16 / 20 met price target
0%downside
$208
Underweight
Maintained
29 Jul 2024
Piper Sandler
Crispin Love
62% 1-year accuracy
16 / 26 met price target
27%upside
$264
Overweight
Maintained
10 Jul 2024
TD Cowen
Bill Kirk
59% 1-year accuracy
10 / 17 met price target
19%upside
$247
Hold
Maintained
8 Jul 2024

Financial journalist opinion

Charts implemented using Lightweight Charts™