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Virtus Investment Partners, Inc.

Financial Services US VRTS

147.8USD
6.87(4.87%)

Last update at 2026-06-04T17:57:00Z

Day Range

142.76149.09
LowHigh

52 Week Range

164.27261.19
LowHigh

Fundamentals

  • Previous Close 140.93
  • Market Cap1629.01M
  • Volume118267
  • P/E Ratio14.00
  • Dividend Yield3.27%
  • EBITDA221.51M
  • Revenue TTM869.44M
  • Revenue Per Share TTM120.46
  • Gross Profit TTM 402.51M
  • Diluted EPS TTM16.32

Source: TradingView
The charts and visual representations are sourced from TradingView through embedded widgets. For any issues with chart display, please visit the TradingView website

Analyst Recommendations

Financials

Income Statement

Balance Sheet

Change in Cash

Total Operating Cash

Dividends Paid

Breakdown 2022-12-31 2021-12-31 2020-12-31 2019-12-31 2018-12-31
Type yearly yearly yearly yearly yearly
Date 2022-12-31 2021-12-31 2020-12-31 2019-12-31 2018-12-31
Income before tax 163.89M 353.67M 163.90M 140.69M 109.04M
Minority interest 10.91M -54.70400M 40.01M 9.86M 71.44M
Net income 117.54M 208.13M 119.96M 95.65M 75.53M
Selling general administrative 85.86M 358.23M 267.30M 240.52M 238.50M
Selling and marketing expenses 112.61M 141.04M 77.01M 82.10M 92.44M
Gross profit 510.46M 616.44M 335.93M 321.74M 312.85M
Reconciled depreciation 62.43M 48.38M 38.85M 39.64M 33.43M
Ebit 321.12M 325.49M 257.21M 248.62M 219.83M
Ebitda 383.54M 481.94M 292.00M 283.86M 249.57M
Depreciation and amortization 62.43M 156.46M 34.79M 35.24M 29.74M
Non operating income net other - 6.38M 7.05M 8.25M -23.18000M
Operating income 321.12M 325.49M 257.21M 248.62M 113.10M
Other operating expenses 672.22M 636.78M 458.91M 435.25M 438.16M
Interest expense 93.41M 69.64M 97.33M 111.48M 84.23M
Tax provision 57.26M 90.83M 43.94M 35.18M 32.96M
Interest income 111.77M 91.44M 111.02M 119.20M 103.36M
Net interest income 18.37M 21.81M 13.68M 7.72M 19.12M
Extraordinary items - - - - -
Non recurring - - 1.16M 2.30M 0.09M
Other items - - - - -
Income tax expense 57.26M 90.83M 43.94M 35.18M 32.96M
Total revenue 881.72M 974.67M 603.23M 562.26M 551.35M
Total operating expenses 300.96M 278.55M 191.61M 194.73M 199.66M
Cost of revenue 371.26M 358.23M 267.30M 240.52M 238.50M
Total other income expense net -157.22700M 28.18M -93.31200M -107.93800M -23.26700M
Discontinued operations - - - - -
Net income from continuing ops 106.63M 262.83M 119.96M 105.51M 76.08M
Net income applicable to common shares 117.54M 208.13M 79.96M 87.31M 67.19M
Preferred stock and other adjustments - - - 8.34M 8.34M
Breakdown 2023-12-31 2022-12-31 2021-12-31 2020-12-31 2019-12-31
Type yearly yearly yearly yearly yearly
Date 2023-12-31 2022-12-31 2021-12-31 2020-12-31 2019-12-31
Total assets 3678.63M 3952.93M 3934.18M 3466.94M 3204.63M
Intangible assets 432.12M 442.52M 500.57M 280.26M 310.39M
Earning assets - - - - -
Other current assets - 0.03M 0.60M 6.36M -61.98500M
Total liab 2705.47M 3016.28M 2958.59M 2630.49M 2454.53M
Total stockholder equity 863.93M 817.00M 828.30M 711.14M 675.70M
Deferred long term liab - - - - -
Other current liab 107.81M -1836.60500M 199.89M 54.84M 278.34M
Common stock 0.12M 0.12M 0.12M 0.12M 0.11M
Capital stock 0.12M 0.12M 0.12M 0.12M 110.95M
Retained earnings 207.36M 130.26M 60.96M -135.25900M -215.21600M
Other liab - 2452.89M 2394.68M 2245.60M 2013.69M
Good will 397.10M 348.84M 338.41M 290.37M 290.37M
Other assets - 2480.92M 0.00393M 2565.30M 64.06M
Cash 340.33M 338.20M 378.90M 333.49M 321.47M
Cash and equivalents - - - - -
Total current liabilities 146.57M 279.91M 248.39M 80.20M 579.49M
Current deferred revenue - - - - -
Net debt 1835.32M 2000.14M 1921.06M 2058.17M 1790.90M
Short term debt - 2083.31M 0.00203M 2190.45M 277.84M
Short long term debt - - - - 277.84M
Short long term debt total 2175.66M 2338.34M 2299.96M 2391.66M 2112.37M
Other stockholder equity 656.53M 686.98M 767.20M 846.25M 779.96M
Property plant equipment - 83.62M 12.54M 14.49M 18.15M
Total current assets 450.09M 688.45M 710.02M 424.35M 396.07M
Long term investments 2215.41M 2290.44M 2249.13M 2398.22M 2113.32M
Net tangible assets - 25.66M 126.50M 256.02M 27.94M
Short term investments - 100.33M 0.00011M - 62.45M
Net receivables 109.08M 99.27M 123.87M 84.50M 74.13M
Long term debt 2175.66M 2338.34M 2299.96M 2391.66M 2112.37M
Inventory - 250.94M 206.64M - -
Accounts payable 38.76M 33.20M 48.50M 25.36M 23.31M
Total permanent equity - - - - -
Noncontrolling interest in consolidated entity - - 8.35M 9.80M 10.56M
Temporary equity redeemable noncontrolling interests - - - - -
Accumulated other comprehensive income -0.08700M -0.35800M 0.02M 0.03M 0.00900M
Additional paid in capital - - - - -
Common stock total equity - - 0.12M 0.12M 0.11M
Preferred stock total equity - - - - 110.84M
Retained earnings total equity - - 60.96M -135.25900M -215.21600M
Treasury stock - - -509.24800M -451.74900M -419.24900M
Accumulated amortization - - - - -
Non currrent assets other 132.67M 140.39M 104.31M 49.72M 60.46M
Deferred long term asset charges - - - - -
Non current assets total 3228.54M 3264.48M 3224.16M 3042.59M 2808.56M
Capital lease obligations - - - - -
Long term debt total - - 2299.96M 2391.66M 2112.37M
Breakdown 2022-12-31 2021-12-31 2020-12-31 2019-12-31 2018-12-31
Type yearly yearly yearly yearly yearly
Date 2022-12-31 2021-12-31 2020-12-31 2019-12-31 2018-12-31
Investments -27.46700M -175.03300M 8.68M 2.02M 17.60M
Change to liabilities 0.00000M 72.63M 9.57M -0.77900M -26.07200M
Total cashflows from investing activities -27.46700M -175.03300M 8.68M 4.45M -121.22800M
Net borrowings 101.68M -213.93200M 306.42M 164.06M 265.32M
Total cash from financing activities -102.05700M -244.40000M 235.33M 99.56M 204.16M
Change to operating activities -123.04500M 361.44M -417.85700M -214.48200M -241.25800M
Net income 106.63M 262.83M 119.96M 105.51M 76.08M
Change in cash 3.03M 246.30M 17.91M 67.28M 20.37M
Begin period cash flow 586.14M 339.85M 321.94M 254.66M 234.28M
End period cash flow 589.18M 586.14M 339.85M 321.94M 254.66M
Total cash from operating activities 132.67M 665.73M -226.10300M -36.72300M -62.55500M
Issuance of capital stock - - - 0.00000M 0.00000M
Depreciation 64.22M 50.77M 38.85M 39.64M 33.43M
Other cashflows from investing activities - -169.19500M 9.72M 9.98M -127.10800M
Dividends paid -47.25400M -31.41100M -24.88400M -25.31500M 22.38M
Change to inventory - -72.62800M -13.74300M 2.99M 24.71M
Change to account receivables 37.55M -30.05700M -9.69800M -1.38200M 24.79M
Sale purchase of stock -90.00000M -57.49900M -32.50000M -40.00000M -27.50100M
Other cashflows from financing activities 239.81M -29.81800M -13.87100M 0.09M -15.91300M
Change to netincome 26.20M -1156.62000M -1266.09100M -994.24900M -1067.93100M
Capital expenditures 6.58M 5.84M 1.04M 7.55M 11.72M
Change receivables - - - - -
Cash flows other operating - 1427.00M 858.38M 805.71M 918.12M
Exchange rate changes - - - - -
Cash and cash equivalents changes - 246.30M 17.91M 67.28M 20.37M
Change in working capital -3.01800M 41.72M 4.04M -4.37300M 0.08M
Stock based compensation 24.04M 26.23M 21.48M 22.23M 23.10M
Other non cash items -57.23700M 293.85M -416.77700M -205.71300M -205.67000M
Free cash flow 126.09M 659.89M -227.14600M -44.27800M -74.27200M

Peer Comparison

Sector: Financial Services Industry: Asset Management

Company Change (USD) Price (USD) Trailing PE (x) Forward PE (x) Price Sales TTM (x) Price to Book Value (x) Enterprise Value to Revenue (x) Enterprise Value to EBITDA (x)
VRTS
Virtus Investment Partners, Inc.		 6.87 4.87% 147.80 14.00 - 1.90 1.86 4.09 7.94
BLK
BlackRock Inc		 26.27 2.65% 1017.14 26.25 19.57 6.33 2.90 6.35 17.13
BX
Blackstone Group Inc		 7.77 7.05% 118.05 33.20 20.12 11.05 11.56 9.14 15.74
BN
Brookfield Corp		 0.79 1.80% 44.67 94.78 11.89 1.35 2.37 4.58 10.79
IVSXF
Investor AB (publ)		 - -% 40.41 20.83 - 0.88 1.11 10.01 1.68

Reports Covered

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Profile

Virtus Investment Partners, Inc. is a publicly owned investment manager. The firm primarily provides its services to individual and institutional clients. It launches separate client focused equity and fixed income portfolios. The firm launches equity, fixed income, and balanced mutual funds for its clients. It invests in the public equity, fixed income, and real estate markets. The firm also invests in exchange traded funds. It employs a multi manager approach for its products. The firm employs quantitative analysis to make its investments. It benchmarks the performance of its portfolios against the S&P 500 Index. The firm conducts in-house research to make its investments. Virtus Investment Partners, Inc. was founded in 1988 and is based in Hartford, Connecticut.

Virtus Investment Partners, Inc.

One Financial Plaza, Hartford, CT, United States, 06103

Key Executives

Name Title Year Born
Mr. George Robert Aylward Jr., CPA, CPA Pres, CEO & Director 1964
Mr. Michael Aaron Angerthal CPA, CPA Exec. VP, CFO & Treasurer 1967
Mr. Richard William Smirl J.D. Exec. VP & COO 1967
Ms. Wendy Jacqueline Hills Exec. VP, Chief Legal Officer, Gen. Counsel & Corp. Sec. 1970
Mr. Barry Mitchell Mandinach J.D. Exec. VP & Head of Distribution 1956
Mr. Sean Rourke VP of Investor Relations NA
Mr. Joe Fazzino VP of Corp. Communications NA
Ms. Mardelle W. Peña Exec. VP & Chief HR Officer 1953
Mr. William Patrick Bradley III, CPA Exec. VP of Fund Services 1972
Mr. David Leon Albrycht C.F.A., CFA Portfolio Mang. NA

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