VIRTUS INVESTMENT PARTNERS, INC.

VRTS

VIRTUS INVESTMENT PARTNERS, INC.

VRTS

Insider Sentiment (TTM):

Last Purchase:2026-03-12Last Sale:2026-06-16Shares Purchased (TTM):1,900Shares Sold (TTM):11,281

Institutional Sentiment:

As of:2026-03-31Institutional Shares Owned:5,474,432Shares Outstanding:6,690,000Institutional Ownership Pct.:81.83%

Earnings Market Reaction:

Filing Date:2026-08-07Price on Filing Date:N/APrevious Close:N/A% Change:N/A

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Financial Statements

10‑Q10‑K

Values in Millions ($)	2026-06-30	2026-03-31	2025-12-31	2025-09-30	2025-06-30	2025-03-31	2024-12-31	2024-09-30	2024-06-30	2024-03-31	2023-12-31	2023-09-30
Consolidated Entity Excluding Variable Interest En…	-	137	386	198	37	135	266	13	59	124	240	-6
Variable Interest Entity Primary Beneficiaryand Vo…	-	137	91	20	52	19	134	19	-11	48	101	20
Accounts Receivable Net	102	104	103	106	109	113	117	112	106	116	109	107
Property Plant And Equipment Net	22	22	22	23	23	24	23	23	25	26	26	26
Operating Lease Right Of Use Asset	75	75	75	77	79	57	57	-	-	-	63	-
Intangible Assets Net Excluding Goodwill	599	619	327	339	352	365	378	389	402	417	432	452
Goodwill	641	641	397	397	397	397	397	397	397	397	397	397
Deferred Income Tax Assets Net	16	17	19	19	20	22	23	28	24	24	25	24
Assets	4,536	4,562	4,291	3,906	3,696	3,688	3,994	3,602	3,648	3,548	3,679	3,765
Liabilities And Stockhold…
Liabilities
Employee Related Liabilities Current And Noncurren…	94	75	198	163	120	93	225	180	132	96	201	162
Accounts Payable And Accrued Liabilities Current A…	52	53	55	52	49	57	49	30	30	44	56	33
Dividends Payable Current And Noncurrent	-	-	-	-	-	-	-	20	17	17	17	17
Business Combination Contingent Consideration Liab…	123	126	39	37	37	40	64	59	63	67	91	94
Long Term Debt	419	439	390	391	231	232	232	237	248	253	253	274
Management And Incentive Fees Payable	152	152	-	-	-	-	-	-	-	-	-	-
Operating Lease Liability	94	94	93	94	95	72	70	-	-	-	78	-
Other Liabilities	31	28	21	20	20	18	16	60	63	67	13	93
Liabilities	3,385	3,451	3,253	2,883	2,675	2,671	2,986	2,611	2,646	2,557	2,705	2,801
Temporary Equity Carrying Amount Including Portion…	205	193	103	103	123	121	107	98	129	115	105	96
Stockholders Equity Inclu…
Stockholders Equity
Common Stock Value	0	0	0	0	0	0	0	0	0	0	0	0
Additional Paid In Capital Common Stock	1,355	1,345	1,342	1,335	1,328	1,322	1,319	1,314	1,304	1,298	1,301	1,296
Retained Earnings Accumulated Deficit	360	332	341	322	307	281	268	251	227	223	207	191
Accumulated Other Comprehensive Income Loss Net Of…	0	0	0	1	1	-0	-0	0	-0	-0	-0	-0
Treasury Stock Common Value	-770	-760	-750	-740	-740	-710	-690	-677	-662	-649	-644	-624
Stockholders Equity	946	917	934	919	898	896	902	889	869	872	864	868
Minority Interest	1	-	-	-	-	-	-	-	-	-	-	-
Liabilities And Stockholders Equity	4,536	4,562	4,291	3,906	3,696	3,688	3,994	3,602	3,648	3,548	3,679	3,765
Common Stock Par Or Stated Value Per Share	0.01	0.01	0.01	0.01	0.01	0.01	0.01	0.01	0.01	0.01	0.01	0.01
Common Stock Shares Authorized	1,000	1,000	1,000	1,000	1,000	1,000	1,000	1,000	1,000	1,000	1,000	1,000
Common Stock Shares Issued	12	12	12	12	12	12	12	12	12	12	12	12
Shares Outstanding	7	7	7	7	7	7	7	7	7	7	7	7
Treasury Stock Common Shares	6	6	6	6	6	5	5	5	5	5	5	5

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10‑Q10‑K

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10‑Q10‑K

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Earnings Market Reaction

10‑Q10‑K

Fiscal Year	Q1 1 Month	Q1 2 Month	Q1 3 Month	Q2 1 Month	Q2 2 Month	Q2 3 Month	Q3 1 Month	Q3 2 Month	Q3 3 Month	Q4 1 Month	Q4 2 Month	Q4 3 Month
2026	-0.63%	2.54%	15.10%	-	-	-	-	-	-	-	-	-
2025	3.32%	10.88%	19.65%	7.64%	2.73%	-11.09%	-2.19%	2.00%	2.17%	-8.54%	1.03%	1.45%
2024	-2.38%	-3.55%	0.14%	6.97%	5.03%	8.02%	4.36%	-5.80%	-11.75%	-6.53%	-20.67%	-4.03%
2023	-	-	-	3.57%	-0.66%	-14.41%	3.81%	24.72%	26.89%	6.40%	-1.50%	2.86%
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Performance and Valuation Metrics

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Metrics	2026-06-30	2026-03-31	2025-12-31	2025-09-30	2025-06-30	2025-03-31	2024-12-31	2024-09-30	2024-06-30	2024-03-31	2023-12-31	2023-09-30
Leverage & Debt
Interest Coverage TTM	4.88	6.23	7.86	9.22	9.40	8.89	8.25	7.40	6.82	6.44	6.47	6.55
Per Share Metrics
Diluted EPS TTM	17.41	16.91	19.63	16.18	18.53	15.83	16.89	21.11	19.41	19.86	19.18	17.46
Free Cash Flow Per Share TTM	-7.78	-5.05	-10.85	10.30	4.59	3.72	-0.54	14.97	22.59	33.19	31.50	27.57
Dividend Per Share TTM	9.86	9.77	9.46	9.50	9.12	8.68	8.21	7.91	7.62	7.43	7.18	6.94
Margin Metrics
Gross Profit Margin TTM	51.38%	52.44%	53.01%	53.08%	52.88%	52.76%	65.63%	77.53%	90.03%	102.77%	102.77%	102.65%
Operating Profit Margin TTM	15.71%	17.68%	19.78%	20.45%	21.12%	20.69%	20.12%	19.22%	18.22%	17.85%	17.92%	17.34%
Net Profit Margin TTM	14.30%	13.79%	15.94%	12.65%	14.43%	12.40%	13.42%	17.06%	15.97%	16.64%	16.74%	15.54%
Growth Metrics
Net Revenue Growth (1Y)	-7.16%	-7.57%	-5.96%	-1.09%	0.99%	3.84%	7.30%	7.12%	7.35%	4.52%	-4.64%	-13.12%
Net Income Growth (1Y)	-8.02%	2.80%	11.70%	-26.66%	-8.72%	-22.65%	-13.95%	17.61%	19.03%	41.65%	32.68%	27.24%
EPS Growth (1Y)	-5.47%	6.87%	15.84%	-23.25%	-5.10%	-20.82%	-11.92%	20.72%	22.05%	44.16%	35.28%	28.12%
Valuation Metrics
P/E TTM	7.99	7.57	7.82	10.87	9.02	9.82	11.64	8.78	10.20	10.77	10.85	9.86
P/B TTM	1.00	0.95	1.14	1.31	1.29	1.23	1.57	1.50	1.65	1.79	1.77	1.46
P/S TTM	1.14	1.04	1.25	1.38	1.30	1.22	1.56	1.50	1.63	1.79	1.82	1.53
Market Cap	943.10M	870.82M	1.06B	1.21B	1.16B	1.10B	1.42B	1.33B	1.43B	1.56B	1.54B	1.27B
Enterprise Value	1.07B	1.04B	975.62M	1.14B	1.14B	1.11B	1.25B	1.26B	1.33B	1.56B	1.45B	1.14B
Calculated Values
Free Cash Flow TTM	-51.90M	-33.78M	-74.09M	69.57M	31.44M	25.86M	-3.82M	105.84M	160.97M	236.29M	228.34M	200.14M
Net Debt	131.69M	164.85M	-88.23M	-71.62M	-12.06M	12.12M	-168.18M	-74.45M	-103.09M	5.33M	-87.60M	-132.02M
Per-Share and Margin
EPS TTM
Adjusted EPS TTM
Cash Flow Per Share TTM
Pretax Margin TTM
Stock Comp to Revenue TTM
Turnover Ratios and Averages
Average Assets
Average Equity
Average Inventory
Average Receivables
Average Accounts Payables
Inventory Turnover TTM
Payables Turnover TTM
Days Inventory Outstanding TTM
Days Payables Outstanding TTM
Cash Conversion Cycle TTM
Working Capital to Revenue
Deferred Revenue to Revenue
Growth Rates
Total Assets Growth (1Y)
Total Assets Growth (3Y)
Total Assets Growth (5Y)
Dividends Paid Growth (1Y)
Dividends Paid Growth (3Y)
Dividends Paid Growth (5Y)
EPS Growth (3Y)
EPS Growth (5Y)
Net Income Growth (3Y)
Net Income Growth (5Y)
Net Profit Margin Growth (1Y)
Net Profit Margin Growth (3Y)
Net Profit Margin Growth (5Y)
Net Revenue Growth (3Y)
Net Revenue Growth (5Y)
Deferred Revenue Growth (1Y)
Retained Earnings Growth (1Y)
Credit, Liquidity, Returns, Payout
Cash Ratio
Net Working Capital
Debt to EBITDA TTM
Net Debt to EBITDA TTM
Net Debt to Equity
Altman A
Altman B
Altman C
Altman D
Altman E
Altman Z-Score
ROA TTM
ROE TTM
NOPAT TTM
ROIC TTM
Effective Tax Rate TTM
Payout Ratio TTM
Dilution Ratio
Retained Earnings to Equity
Treasury Stock to Equity
Treasury Stock Change (1Y)
Accrued to Current Liabilities
NCAV
NCAV Per Share TTM
Valuation Ratios
P/CF TTM
PEG Ratio
Dividend Yield TTM
Free Cash Flow Yield TTM
EV EBITDA TTM
EV EBIT TTM
EV Revenue TTM
EV FCF TTM
Stock Compensation TTM
Adjusted Net Income TTM
Billings TTM
Total Debt
Invested Capital

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Insider Transactions

2026-06-16Sale

Owner: Mandinach, Barry M.

Title: EVP, Head of Distribution

Shares: 5,000

Price/Share: $144.98

Value: $724,900.00

Shares Owned: 10,815

Relationship: Officer

Ownership: Direct

2026-03-12Purchase

Owner: Morris, W Howard

Title: -

Shares: 1,900

Price/Share: $129.62

Value: $246,278.00

Shares Owned: 4,307

Relationship: Director

Ownership: Direct

2026-02-11Sale

Owner: Fleming, Susan S.

Title: -

Shares: 3,322

Price/Share: $142.43

Value: $473,152.46

Shares Owned: 10,355

Relationship: Director

Ownership: Direct

2025-12-11Sale

Owner: Fleming, Susan S.

Title: -

Shares: 2,959

Price/Share: $168.24

Value: $497,822.16

Shares Owned: 13,677

Relationship: Director

Ownership: Direct

2024-05-20Sale

Owner: Mandinach, Barry M.

Title: EVP, Head of Distribution

Shares: 7,886

Price/Share: $234.00

Value: $1,845,324.00

Shares Owned: 12,418

Relationship: Officer

Ownership: Direct

Filed Date	Owner	Relationship	Title	Ownership	Purchase/Sale	No. Shares	Price Per Share	Value	Shares Owned	Document Type
2026-06-16	Mandinach, Barry M.	Officer	EVP, Head of Distribution	Direct	Sale	5,000	144.98	$724,900.00	10,815	4
2026-03-12	Morris, W Howard	Director	-	Direct	Purchase	1,900	129.62	$246,278.00	4,307	4
2026-02-11	Fleming, Susan S.	Director	-	Direct	Sale	3,322	142.43	$473,152.46	10,355	4
2025-12-11	Fleming, Susan S.	Director	-	Direct	Sale	2,959	168.24	$497,822.16	13,677	4
2024-05-20	Mandinach, Barry M.	Officer	EVP, Head of Distribution	Direct	Sale	7,886	234.00	$1,845,324.00	12,418	4
2024-03-06	Zarrilli, Stephen T	Director	-	Direct	Sale	2,150	248.40	$534,060.00	3,549	4
2024-02-05	Angerthal, Michael A	Officer	EVP, CFO & Treasurer	Direct	Sale	8,049	231.09	$1,860,043.41	69,897	4
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Institutional Ownership

No data available for chart

2026-03-31

81.83%

Inst. Shares: 5,474,432

Shares Outstanding: 6,690,000

2025-12-31

79.75%

Inst. Shares: 5,445,899

Shares Outstanding: 6,829,000

2025-09-30

82.07%

Inst. Shares: 5,545,352

Shares Outstanding: 6,757,000

2025-06-30

78.31%

Inst. Shares: 5,368,295

Shares Outstanding: 6,855,000

2025-03-31

78.02%

Inst. Shares: 5,426,518

Shares Outstanding: 6,955,000

Date	Institutional Shares Owned	Shares Outstanding	Institutional Ownership %
2026-03-31	5,474,432	6,690,000	81.83%
2025-12-31	5,445,899	6,829,000	79.75%
2025-09-30	5,545,352	6,757,000	82.07%
2025-06-30	5,368,295	6,855,000	78.31%
2025-03-31	5,426,518	6,955,000	78.02%
2024-12-31	5,420,461	7,082,000	76.54%
2024-09-30	5,370,752	7,071,000	75.95%
2024-06-30	5,405,711	7,127,000	75.85%
2024-03-31	5,182,451	7,119,000	72.80%
2023-12-31	4,979,708	7,249,000	68.70%
2023-09-30	4,943,514	7,258,000	68.11%
2023-06-30	5,013,630	7,308,000	68.60%
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VIRTUS INVESTMENT PARTNERS, INC. (VRTS) — SEC Financial Statements & Analysis

VIRTUS INVESTMENT PARTNERS, INC. (VRTS) is a investment advice company, incorporated in DE. VIRTUS INVESTMENT PARTNERS, INC. trades on NYSE as: VRTS. Based on its latest SEC filing (Form 10-Q, period ending 2026-06-30), VIRTUS INVESTMENT PARTNERS, INC. reported a -7.16% year-over-year revenue growth, a Gross Profit Margin of 51.38% (TTM), a Price-to-Sales (P/S) ratio of 1.14x (TTM), a Price-to-Book (P/B) ratio of 1.00x (TTM), at a market cap of $943.10M. Figures below are sourced from SEC EDGAR, as-filed.

Net Revenue TTM Growth 1Y: -7.16%
Gross Profit Margin TTM: 51.38%
P/S TTM: 1.14x
P/B TTM: 1.00x
Market Cap: $943.10M

Data as of 2026-06-30 · Source: SEC EDGAR

Frequently Asked Questions

What industry is VIRTUS INVESTMENT PARTNERS, INC. in?

VIRTUS INVESTMENT PARTNERS, INC. (VRTS) operates in the Investment Advice industry.

What is VRTS's market cap?

VIRTUS INVESTMENT PARTNERS, INC. (VRTS) has a market capitalization of $943.10M as of 2026-06-30.

What is VRTS's P/E ratio?

VIRTUS INVESTMENT PARTNERS, INC. (VRTS)'s trailing twelve month P/E ratio is 7.99x as of 2026-06-30.

What exchange does VRTS trade on?

VIRTUS INVESTMENT PARTNERS, INC. (VRTS) trades on the NYSE.

Where is VIRTUS INVESTMENT PARTNERS, INC. incorporated?

VIRTUS INVESTMENT PARTNERS, INC. is incorporated in DE.