VRTS
VIRTUS INVESTMENT PARTNERS, INC.Company Information
- Company Name
- VIRTUS INVESTMENT PARTNERS, INC.
- CIK
- CIK0000883237
- Category
- Large accelerated filer
- Ticker: Exchange
- VRTS: NYSE
- Fiscal Year End
- December 31
- Owner Organization
- 02 Finance
- SIC
- 6282
- SIC Description
- Investment Advice
- Ticker
- VRTS
SEC filing data through
Insider Sentiment
- Last purchase
- 2026-03-12
- Last sale
- 2026-09-15
- Shares purchased (TTM)
- 1,900
- Shares sold (TTM)
- 26,691
Institutional Sentiment
- As of
- 2026-06-30
- Institutional shares owned
- 6,174,850
- Shares outstanding
- 6,670,000
- Ownership
- 92.58%
Earnings Market Reaction
- Filing date
- 2026-08-07
- Price on filing date
- —
- 1-month reaction
- 2.03%
- 3-month reaction
- …
Balance Sheet
Values in millions ($)| Line item | 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 | Subscriber-only column | Subscriber-only column | Subscriber-only column | Subscriber-only column | Subscriber-only column | Trend |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Consolidated Entity Excluding Variable Interest Entities V I Eand Voting Interest Entities V O E | 40 | 137 | 386 | 198 | 37 | 135 | 266 | 13 | 59 | 124 | 240 | -6 | ||||||
| Variable Interest Entity Primary Beneficiaryand Voting Interest Entity | -27 | 137 | 91 | 16 | 56 | 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 | ||||||||||||||||||
| Employee Related Liabilities Current And Noncurrent | 94 | 75 | 198 | 163 | 120 | 93 | 225 | 180 | 132 | 96 | 201 | 162 | ||||||
| Accounts Payable And Accrued Liabilities Current And Noncurrent | 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 Liability | 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 Attributable To Noncontrolling Interests | 205 | 193 | 103 | 103 | 123 | 121 | 107 | 98 | 129 | 115 | 105 | 96 | ||||||
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 Tax | 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 | 945 | 917 | 934 | 920 | 898 | 894 | 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 | ||||||
Select a line item above to chart it.
Recent filings
- 10-QFiled
- 10-QFiled
- 10-KFiled
- 10-QFiled
- 10-QFiled
- 10-QFiled
- 10-KFiled
- 10-QFiled
- 10-QFiled
- 10-QFiled
- 10-KFiled
- 10-QFiled
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Start 7-day free trialVIRTUS 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. VIRTUS INVESTMENT PARTNERS, INC. (VRTS)'s most recent SEC filing is a Form 10-Q for the period ended 2026-06-30, filed with the SEC on 2026-08-07. Based on that filing, VIRTUS INVESTMENT PARTNERS, INC. carries a market cap of $943.10M, a P/E ratio of 8.18x, a P/B ratio of 1.00x, a P/S ratio of 1.14x, an enterprise value of $1.07B, and an EV/EBITDA multiple of 5.33x. On profitability, it posts a gross margin of 51.38%, an operating margin of 15.71%, a net margin of 13.98%, a Return on Equity (ROE) of 12.51%, and a Return on Invested Capital (ROIC) of 9.53%. Per share, it reports EPS of $17.29, diluted EPS of $17.02, free cash flow per share of $-7.78, and a dividend per share of $9.86. Over the trailing year, it posted revenue growth of -7.16% year-over-year, net income growth of -27.88% year-over-year, and EPS growth of -25.88% year-over-year. On the balance sheet, it maintains an interest coverage ratio of 4.94x, free cash flow of $-51.90M (TTM), and net debt of $131.69M. Figures sourced from SEC EDGAR.
- Market Cap
- $943.10M
- P/E TTM
- 8.18x
- EPS TTM
- $17.29
- P/B TTM
- 1.00x
- ROE TTM
- 12.51%
- Free Cash Flow TTM
- $-51.90M
- Net Revenue TTM Growth 1Y
- -7.16%
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 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.
When was VIRTUS INVESTMENT PARTNERS, INC. (VRTS)'s most recent SEC filing?
VIRTUS INVESTMENT PARTNERS, INC. (VRTS)'s most recent SEC filing is a Form 10-Q for the period ended 2026-06-30, filed with the SEC on 2026-08-07.
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 8.18x as of 2026-06-30.
What is VRTS's EPS (earnings per share)?
VIRTUS INVESTMENT PARTNERS, INC. (VRTS)'s trailing twelve month EPS is $17.29 as of 2026-06-30.
What is VRTS's ROE (return on equity)?
VIRTUS INVESTMENT PARTNERS, INC. (VRTS)'s trailing twelve month Return on Equity (ROE) is 12.51% as of 2026-06-30.
What is VRTS's ROIC (return on invested capital)?
VIRTUS INVESTMENT PARTNERS, INC. (VRTS)'s trailing twelve month Return on Invested Capital (ROIC) is 9.53% as of 2026-06-30.
What is VRTS's EV/EBITDA?
VIRTUS INVESTMENT PARTNERS, INC. (VRTS)'s trailing twelve month EV/EBITDA is 5.33x as of 2026-06-30.