Virtus Investment PartnersVRTS
VRTS
About: Virtus Investment Partners Inc provides investment management and related services to institutions and individuals. It uses a multi-manager, multi-style approach, offering investment strategies from investment managers, each having its distinct investment style, autonomous investment process, and individual brand, as well as from select unaffiliated managers for certain funds. Through its multi-manager model, the group provides investment managers with distribution, business, and operational support. The Company operates in one business segment, namely as an asset manager providing investment management and related services for individual and institutional clients.
Employees: 824
0
Funds holding %
of 7,372 funds
0
Analysts bullish %
of 3 analysts
Fund manager confidence
Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)
65% more first-time investments, than exits
New positions opened: 28 | Existing positions closed: 17
14% more repeat investments, than reductions
Existing positions increased: 87 | Existing positions reduced: 76
4% more funds holding
Funds holding: 227 [Q3] → 237 (+10) [Q4]
3% more capital invested
Capital invested by funds: $1.2B [Q3] → $1.24B (+$37M) [Q4]
0% more funds holding in top 10
Funds holding in top 10: 1 [Q3] → 1 (+0) [Q4]
1.69% less ownership
Funds ownership: 80.5% [Q3] → 78.81% (-1.69%) [Q4]
Research analyst outlook
3 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$198
12%
upside
Avg. target
$219
24%
upside
High target
$258
46%
upside
3 analyst ratings
1 positive
33%
0 neutral
0%
2 negative
67%
Morgan Stanley Michael Cyprys 57% 1-year accuracy 16 / 28 met price target | 12%upside $198 | Underweight Maintained | 6 Feb 2025 |
Barclays Benjamin Budish 65% 1-year accuracy 81 / 124 met price target | 13%upside $200 | Underweight Maintained | 3 Feb 2025 |
Piper Sandler Crispin Love 37% 1-year accuracy 11 / 30 met price target | 46%upside $258 | Overweight Maintained | 21 Jan 2025 |
Financial journalist opinion
Neutral
Business Wire
1 week ago
Virtus Investment Partners Reports Preliminary February 28, 2025 Assets Under Management
HARTFORD, Conn.--(BUSINESS WIRE)--Virtus Investment Partners, Inc. (NYSE: VRTS) today reported preliminary assets under management (AUM) of $174.5 billion and other fee earning assets of $2.2 billion for total client assets of $176.7 billion as of February 28, 2025. The decrease in AUM from January 31, 2025 primarily reflects market performance and net outflows in U.S. retail mutual funds and retail separate accounts, partially offset by positive net flows in exchange-traded funds and global fu.
Neutral
Business Wire
2 weeks ago
Virtus Investment Partners Declares Quarterly Cash Dividend on Common Stock
HARTFORD, Conn.--(BUSINESS WIRE)--Virtus Investment Partners, Inc. (NYSE: VRTS), which operates a multi-boutique asset management business, today announced that its Board of Directors has declared a quarterly cash dividend of $2.25 per common share for the first quarter of 2025. The dividend will be paid on May 14, 2025 to shareholders of record at the close of business on April 30, 2025. Future declarations of dividends will be subject to the approval of the Board of Directors. About Virtus In.
Neutral
Business Wire
1 month ago
Virtus Investment Partners Reports Preliminary January 31, 2025 Assets Under Management
HARTFORD, Conn.--(BUSINESS WIRE)--Virtus Investment Partners, Inc. (NYSE: VRTS) today reported preliminary assets under management (AUM) of $177.0 billion and other fee earning assets of $2.2 billion for total client assets of $179.2 billion as of January 31, 2025. The increase in AUM from December 31, 2024 reflects market performance and positive net flows in exchange-traded funds and global funds, partially offset by net outflows in institutional accounts, U.S retail mutual funds and retail s.
Positive
Benzinga
1 month ago
Top 3 Financial Stocks That May Rocket Higher This Quarter
The most oversold stocks in the financial sector presents an opportunity to buy into undervalued companies.
Neutral
Seeking Alpha
1 month ago
Virtus Investment Partners, Inc. (VRTS) Q4 2024 Earnings Conference Call Transcript
Virtus Investment Partners, Inc. (VRTS) Q4 2024 Earnings Conference Call Transcript
Positive
Zacks Investment Research
1 month ago
Virtus Investment Partners (VRTS) Q4 Earnings Beat Estimates
Virtus Investment Partners (VRTS) came out with quarterly earnings of $7.50 per share, beating the Zacks Consensus Estimate of $7.48 per share. This compares to earnings of $6.11 per share a year ago.
Neutral
Business Wire
1 month ago
Virtus Investment Partners Announces Financial Results for Fourth Quarter 2024
HARTFORD, Conn.--(BUSINESS WIRE)--Virtus Investment Partners, Inc. (NYSE: VRTS) today reported financial results for the three months ended December 31, 2024. Financial Highlights (Unaudited) (in millions, except per share data or as noted) Three Months Ended Three Months Ended 12/31/2024 12/31/2023 Change 9/30/2024 Change U.S. GAAP Financial Measures Revenues $ 233.5 $ 214.6 9 % $ 227.0 3 % Operating expenses $ 182.8 $ 175.6 4 % .
Positive
Zacks Investment Research
1 month ago
Virtus Investment Partners (VRTS) Reports Next Week: Wall Street Expects Earnings Growth
Virtus (VRTS) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Neutral
Business Wire
2 months ago
Virtus Investment Partners to Announce Fourth Quarter 2024 Results on Friday, January 31
HARTFORD, Conn.--(BUSINESS WIRE)--Virtus Investment Partners, Inc. (NYSE: VRTS), which operates a multi-boutique asset management business, today announced that it will release its financial results for the fourth quarter of 2024 before the market opens on Friday, January 31, 2025. George R. Aylward, president and chief executive officer, and Michael A. Angerthal, executive vice president and chief financial officer, will host a conference call and webcast with the investment community at 10:00.
Neutral
Business Wire
2 months ago
Virtus Investment Partners Reports Preliminary December 31, 2024 Assets Under Management
HARTFORD, Conn.--(BUSINESS WIRE)--Virtus Investment Partners, Inc. (NYSE: VRTS) today reported preliminary assets under management (AUM) of $175.0 billion and other fee earning assets of $2.3 billion for total client assets of $177.3 billion as of December 31, 2024. The decrease in AUM from September 30, 2024 reflects net outflows in institutional accounts and open-end funds as well as negative market performance, partially offset by positive net flows in retail separate accounts. Institutional.
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