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Virtus Investment Partners stock

VRTS
US92828Q1094
A0RK8G

Price

253.73
Today +/-
+5.78
Today %
+2.44 %

Virtus Investment Partners stock price

%
Weekly
Details

Price

ⓘ

Overview

The Quote Chart provides detailed and dynamic insights into the Virtus Investment Partners stock's performance, showcasing daily, weekly, or monthly aggregated quotes. Users can switch between different time frames to analyze the stock's progression meticulously and make informed investment decisions.

Intraday Feature

The intraday feature provides real-time data, allowing investors to view the Virtus Investment Partners stock’s price fluctuations within the trading day, facilitating timely and strategic investment decisions.

Total Return and Relative Price Change

View the total return of the Virtus Investment Partners stock to gauge its profitability over time. The relative price change, based on the first quote available in the selected timeframe, offers insights into the stock’s performance, assisting in evaluating its investment potential.

Interpretation and Investment

Utilize the comprehensive data presented in the Quote Chart to analyze Virtus Investment Partners's market trends, price movements, and potential returns. Make informed investment choices by comparing different time frames and evaluating intraday data for optimized portfolio management.

Virtus Investment Partners Stock Price History

DateVirtus Investment Partners Price
12/5/2024253.73 undefined
12/5/2024247.61 undefined
12/4/2024250.89 undefined
12/3/2024246.37 undefined
12/2/2024248.47 undefined
11/29/2024246.97 undefined
11/27/2024246.92 undefined
11/26/2024247.67 undefined
11/25/2024244.03 undefined
11/22/2024242.09 undefined
11/21/2024239.40 undefined
11/20/2024234.48 undefined
11/19/2024232.36 undefined
11/18/2024235.88 undefined
11/15/2024238.00 undefined
11/14/2024241.53 undefined
11/13/2024244.94 undefined
11/12/2024241.80 undefined
11/11/2024244.05 undefined
11/8/2024236.65 undefined
11/7/2024234.77 undefined

Virtus Investment Partners Revenue, EBIT, Net Income

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  • Max

Revenue
EBIT
Net Income
Details

Revenue, EBIT and Profit

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Understanding Revenue, EBIT, and Income

Gain insights into Virtus Investment Partners, a comprehensive overview of its financial performance can be obtained by analyzing the Revenue, EBIT, and Income chart. Revenue represents the total income generated by Virtus Investment Partners from its primary operations, showcasing the company’s ability to attract and retain clients. EBIT, or Earnings Before Interest and Taxes, indicates the company’s operational profitability, free from the influence of tax and interest expenses. The Income section reflects Virtus Investment Partners’s net earnings, an ultimate measure of its financial health and profitability.

Yearly Analysis and Comparisons

Observe the yearly bars to understand the annual performance and growth of Virtus Investment Partners. Compare the Revenue, EBIT, and Income to evaluate the company’s efficiency and profitability. A higher EBIT compared to the previous year suggests an improvement in operational efficiency. Likewise, an increase in Income indicates enhanced overall profitability. Analyzing the year-to-year comparison assists investors in understanding the company’s growth trajectory and operational efficiency.

Utilizing Expectations for Investment

The expected values for the forthcoming years offer investors a glimpse into Virtus Investment Partners’s anticipated financial performance. Analyzing these projections alongside historical data aids in making informed investment decisions. Investors can gauge the potential risks and returns, aligning their investment strategies accordingly to optimize profitability and mitigate risks.

Investment Insights

Leveraging the comparison between Revenue and EBIT helps in assessing Virtus Investment Partners’s operational efficiency, while the Revenue and Income comparison reveals the net profitability after accounting for all expenses. Investors can derive valuable insights by meticulously analyzing these financial parameters, laying the foundation for strategic investment decisions aimed at capitalizing on Virtus Investment Partners’s growth potential.

Virtus Investment Partners Revenue, EBIT and net profit per share

DateVirtus Investment Partners RevenueVirtus Investment Partners EBITVirtus Investment Partners Net Income
2026e906.8 M undefined315.09 M undefined230.49 M undefined
2025e879.93 M undefined301.75 M undefined214.51 M undefined
2024e839.11 M undefined274.27 M undefined189.41 M undefined
2023845.27 M undefined146.8 M undefined130.62 M undefined
2022886.38 M undefined209.5 M undefined117.54 M undefined
2021979.23 M undefined337.89 M undefined208.13 M undefined
2020603.9 M undefined144.32 M undefined79.96 M undefined
2019563.25 M undefined127.01 M undefined87.31 M undefined
2018552.24 M undefined113.19 M undefined67.19 M undefined
2017425.61 M undefined68.62 M undefined28.68 M undefined
2016322.55 M undefined55.08 M undefined48.5 M undefined
2015382 M undefined80.4 M undefined35.1 M undefined
2014450.6 M undefined131 M undefined97.7 M undefined
2013389.2 M undefined113.7 M undefined75.2 M undefined
2012280.1 M undefined62 M undefined37.7 M undefined
2011204.7 M undefined15.9 M undefined145.4 M undefined
2010144.6 M undefined10.9 M undefined9.6 M undefined
2009117.2 M undefined-5.5 M undefined-6.5 M undefined
2008178.3 M undefined-17.7 M undefined-529.1 M undefined
2007226.2 M undefined6 M undefined-14.2 M undefined
2006218.6 M undefined2.2 M undefined-47.6 M undefined

Virtus Investment Partners Income Statement, Balance Sheet, Cash Flow Statement

  • Simple

  • Expanded

  • Income Statement

  • Balance Sheet

  • Cashflow

 
REVENUE (M)REVENUE GROWTH (%)GROSS MARGIN (%)GROSS INCOME (M)NET INCOME (M)NET INCOME GROWTH (%)DIV. ()DIV. GROWTH (%)SHARES (M)DOCUMENTS
2006200720082009201020112012201320142015201620172018201920202021202220232024e2025e2026e
218226178117144204280389450382322425552563603979886845839879906
-3.67-21.24-34.2723.0841.6737.2538.9315.68-15.11-15.7131.9929.881.997.1062.35-9.50-4.63-0.714.773.07
184.40177.88225.84343.59279.17197.06143.57103.3489.33105.24124.8494.5972.8371.4066.6741.0645.3747.5747.9145.7344.37
00000000000000004020000
-47-14-529-69145377597354828678779208117130189214230
--70.213,678.57-98.87-250.001,511.11-74.48102.7029.33-63.9237.14-41.67139.2929.85-9.20163.29-43.7511.1145.3813.237.48
---------------------
---------------------
5.85.85.85.86.46.88.18.49.397.827.258.538.157.9887.587.38000
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Details

Keystats

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Revenue and Growth

The Virtus Investment Partners Revenue and Revenue Growth are pivotal to understanding the company's financial health and operational efficiency. A consistent increase in revenue indicates a company’s ability to effectively market and sell its products or services, while the revenue growth percentage offers insights into the pace at which the company is expanding over the years.

Gross Margin

The Gross Margin is a crucial metric that showcases the percentage of revenue exceeding the cost of goods sold (COGS). A higher gross margin is indicative of a company’s efficiency in controlling its production costs, thereby promising potential profitability and financial stability.

EBIT and EBIT Margin

EBIT (Earnings Before Interest and Taxes) and EBIT Margin offer deep insights into a company’s profitability, excluding the impacts of interest and taxes. Investors often assess these metrics to gauge the operational efficiency and inherent profitability of a business, separate from its financial structure and tax environment.

Income and Growth

Net Income and its subsequent growth are quintessential for investors looking to understand a company’s profitability. Consistent income growth underscores a company’s ability to enhance its profitability over time, reflecting operational efficiency, strategic competitiveness, and financial health.

Shares Outstanding

Shares outstanding refer to the total number of shares a company has issued. It's instrumental in calculating key metrics like Earnings Per Share (EPS) which is pivotal for investors to evaluate a company’s profitability on a per-share basis, offering a more granular view of financial health and valuation.

Interpreting Year to Year Comparison

Comparing yearly data allows investors to identify trends, assess the company’s growth, and anticipate potential future performance. Analyzing how metrics like revenue, income, and margins change year over year can provide valuable insights into the company’s operational efficiency, competitiveness, and overall financial health.

Expectations and Predictions

Investors often juxtapose the current and past financial data with the market’s expectations. This comparison aids in assessing whether the Virtus Investment Partners is performing as anticipated, underperforming or outperforming the market predictions, providing pivotal data for investment decisions.

 
ASSETSCASH BALANCE (M)RECEIVABLES (M)OTHER REC. (M)INVENTORIES (M)OTHER CURRENT LIAB. (M)CURRENT ASSETS (M)TANGIBLE ASSETS (B)LONG-T. INVEST. (B)LONG-T. REC. (M)INTANGIBLE ASSETS (M)GOODWILL (M)OTHER NON-CURRENT ASSETS (M)NON-CURRENT ASSETS (B)TOTAL ASSETS (B)LIABILITIESCOMMON STOCK (M)ADDITIONAL PAID-IN CAPITAL (B)RETAINED EARNINGS (M)OTHER EQUITY (M)UNREAL. GAINS/LOSSES (M)EQUITY (B)LIABILITIES (M)PROVISIONS (M)OTHER SHORT-TERM LIAB. (M)SHORT-TERM DEBTS (k)LONG-TERM DEBT PORTION (M)SHORT-TERM REC. (M)LONG-T. LIAB. (B)DEFERRED TAXES (M)OTHER LIAB. (M)LONG-T. LIABILITIES (B)DEBT (B)TOTAL CAPITAL (B)
200720082009201020112012201320142015201620172018201920202021202220232023
                                   
51.257.538.154.260.363.4271.5211.5479.565.57240.64281.26304.99311.46378.92338.23588.54239.6
29.718.119.421.127.137.350.249.738.835.8865.6570.0574.1384.5123.8799.270109.08
000000000000000000
000000000000000000
2.39.33.335.30.79.678.500000251.43296.390144.65
83.284.960.878.392.7101.4331.3268.2526.8101.45306.29351.31379.12395.95754.23733.9588.54493.33
00.010.010.010.010.010.010.010.210.51.611.772.072.360.050.0800.09
000.010.010.010.060.180.30.010.110.10.050.10.092.252.2902.22
000000000000000000
208.26154.85352.148.744.641.840.938.43301.95338.81310.39280.26500.57442.520432.12
454.44.84.84.84.85.35.35.36.76.79170.15290.37290.37290.37338.41348.840397.1
0000122.1107.980.276.268.473.48101.6967.3755.3442.1642.0153.62051.26
0.670.070.070.070.190.230.310.430.330.722.282.522.833.073.183.2203.19
0.750.160.130.150.290.330.640.70.860.822.592.873.23.473.933.950.593.68
                                   
045.1463635.30.10.10.10.10.09110.95110.95110.950.120.120.1200.12
0.960.90.90.910.910.941.141.151.141.091.221.211.21.31.281.2901.3
-337.6-866.7-873.1-863.5-718.1-680.4-605.2-507.5-472.6-424.28-386.22-310.87-215.22-135.2660.96130.260207.36
0-0.6-0.1-0.3000.1-0.2-0.6-0.220.01-0.010.010.030.02-0.36936.65-0.09
00000-0.3-0.20-0.50-0.61-0.73000000
0.620.080.080.090.230.260.530.640.670.670.941.011.091.161.341.420.941.51
155.64.44.25000025.1829.6127.9323.3125.3648.533.2038.76
39.636.919.625.236.841.353.154.849.647.8986.6693.34101.38122.51187.45181.810200.84
18.95.14.74.74.8004.34.23.486.537.768.929.01177.39144.210108.23
90000000000000000000
124000000000000015.3800
86.451.628.734.146.641.353.159.153.876.54122.79129.03133.6156.88413.33374.60347.82
0.030.020.020.020.020.02000.150.361.711.952.112.392.32.3402.18
9.18.58.68.800000000000000
00000926.821.646.930.15152.8590.72208.5681.95245.29318.720181.99
0.040.030.030.030.020.020.030.020.20.391.862.042.322.472.552.6602.36
0.130.080.060.060.070.070.080.080.250.471.982.172.452.632.963.0302.71
0.750.160.130.150.30.330.610.720.921.132.923.183.553.794.34.450.944.21
Details

Balance Sheet

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Understanding the Balance Sheet

The balance sheet of Virtus Investment Partners provides a detailed financial snapshot, revealing the company's assets, liabilities, and equity at a specific point in time. Analyzing these components is crucial for investors looking to understand Virtus Investment Partners's financial health and stability.

Assets

Virtus Investment Partners's assets represent everything the company owns or controls that has monetary value. These are categorized into current and non-current assets, offering insights into the company's liquidity and long-term investments.

Liabilities

Liabilities are obligations that Virtus Investment Partners must settle in the future. Analyzing the ratio of liabilities to assets provides insights into the company's financial leverage and risk exposure.

Equity

Equity refers to the residual interest in the assets of Virtus Investment Partners after deducting liabilities. It represents the owners’ claim on the company’s assets and earnings.

Year-to-Year Analysis

Comparing balance sheet figures year-to-year allows investors to identify trends, growth patterns, and potential financial risks, facilitating informed investment decisions.

Interpreting the Data

Detailed analysis of assets, liabilities, and equity can provide investors with comprehensive insights into Virtus Investment Partners's financial standing, aiding in investment evaluations and risk assessments.

 
NET INCOME (M)DEPRECIATION (M)DEFERRED TAXES (M)CHANGES IN WORKING CAPITAL (M)NON-CASH ITEM (M)PAID INTEREST (M)PAID TAXES (M)NET CASH FLOW FROM OPERATING ACTIVITIES (M)CAPITAL EXPENDITURES (M)CASH FLOW FROM INVESTING ACTIVITIES (M)CASH FLOW FROM OTHER INVESTING ACTIVITIES (M)INTEREST INCOME AND EXPENSES (M)NET DEBT CHANGE (M)NET CHANGE IN EQUITY (M)CASH FLOW FROM FINANCING ACTIVITIES (M)CASH FLOW FROM OTHER FINANCING ACTIVITIES (M)TOTAL DIVIDENDS PAID (M)NET CHANGE IN CASH FLOW (M)FREE CASH FLOW (M)SHARE-BASED COMPENSATION (M)
200620072008200920102011201220132014201520162017201820192020202120222023
-47-14-529-6914537779630483976105119262106141
3431268656766518333938506468
-17-7-6500-1322632466221056-9-11
1525-14255182822535261233-1212
300568020-36-106-195-255-43-279-162-172-382354040
303081000000081118861122
-8-1000000123311612232935957431
15126-1122233928-58-20930-182-62-36-226665132237
-10-4000-3-2-2-4-2-1-11-7-1-5-6-8
-8-1-6-2-1-4-5-6-8-63-416-12148-175-27-129
-6-1-1-1-1-3-1-4-5-15-415-109129-169-20-120
000000000000000000
-22-69-22-5000-152153-126596269164306-125101-203
00000-6-6172-39-7983213-26-39-32-57-123-72
2-813-8-4-18-16185-1109-4875020499235-244-102-356
25603500-1-102743528-40-150-13-29-33-28
000-2-3-1000-8-16-13-18-22-25-24-31-47-52
10214-2215118208-68-105-141502067172463-248
000000000028.5-184.37-74.27-44.28-227.15659.89126.09228.34
000000000000000000

Virtus Investment Partners stock margins

The Virtus Investment Partners margin analysis displays the gross margin, EBIT margin, as well as the profit margin of Virtus Investment Partners. The EBIT margin (EBIT/sales) indicates the percentage of sales that remains as operating profit. The profit margin shows the percentage of sales that remains for Virtus Investment Partners.

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EBIT margin
Profit margin
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Margin

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Understanding Gross Margin

The gross margin, expressed as a percentage, delineates the gross profit made from the Virtus Investment Partners's sales revenue. A higher gross margin percentage indicates that the Virtus Investment Partners retains more revenue after accounting for the costs of goods sold. Investors use this metric to gauge financial health and operational efficiency, as well as to compare it with competitors and industry averages.

EBIT Margin Analysis

EBIT margin represents the Virtus Investment Partners's earnings before interest and taxes. Analyzing the EBIT margin over different years provides insights into the operational profitability and efficiency, excluding the effects of financial leverage and tax structure. A growing EBIT margin over the years signifies improving operational performance.

Revenue Margin Insights

The revenue margin demonstrates the Virtus Investment Partners's total revenue generated. When comparing the revenue margin year over year, investors can gauge the Virtus Investment Partners's growth and market expansion. It is essential to compare the revenue margin with the gross and EBIT margins to understand the cost and profit structures better.

Interpreting Expectations

The expected values for gross, EBIT, and revenue margins provide future financial outlook of the Virtus Investment Partners. Investors should compare these expectations with historical data to understand potential growth and risk factors. It is crucial to consider the underlying assumptions and methodologies used in projecting these expected values to make informed investment decisions.

Comparative Analysis

Comparing the gross, EBIT, and revenue margins, both yearly and over multiple years, enables investors to perform a comprehensive analysis of the Virtus Investment Partners's financial health and growth prospects. Evaluating the trends and patterns in these margins helps in identifying strengths, weaknesses, and potential investment opportunities.

Virtus Investment Partners Margin History

Virtus Investment Partners Gross marginVirtus Investment Partners Profit marginVirtus Investment Partners EBIT marginVirtus Investment Partners Profit margin
2026e45.41 %34.75 %25.42 %
2025e45.41 %34.29 %24.38 %
2024e45.41 %32.69 %22.57 %
202345.41 %17.37 %15.45 %
202245.41 %23.63 %13.26 %
202145.41 %34.51 %21.25 %
202045.41 %23.9 %13.24 %
201945.41 %22.55 %15.5 %
201845.41 %20.5 %12.17 %
201745.41 %16.12 %6.74 %
201645.41 %17.08 %15.04 %
201545.41 %21.05 %9.19 %
201445.41 %29.07 %21.68 %
201345.41 %29.21 %19.32 %
201245.41 %22.13 %13.46 %
201145.41 %7.77 %71.03 %
201045.41 %7.54 %6.64 %
200945.41 %-4.69 %-5.55 %
200845.41 %-9.93 %-296.75 %
200745.41 %2.65 %-6.28 %
200645.41 %1.01 %-21.77 %

Virtus Investment Partners Stock Sales Revenue, EBIT, Earnings per Share

The Virtus Investment Partners earnings per share therefore indicates how much revenue Virtus Investment Partners has generated per share in a given period. The earnings before interest and taxes per share shows how much of the operating profit corresponds to each share. The earnings per share indicates how much of the profit belongs to each share.

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Sales per Share
EBIT per share
Earnings per Share
Details

Revenue, EBIT and Earnings per share

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Revenue Per Share

Revenue per share represents the total revenue Virtus Investment Partners earns, divided by the number of outstanding shares. It is a crucial metric as it reflects the company's ability to generate sales and signifies growth and expansion potential. Comparing yearly revenue per share allows investors to analyze the consistency in a company’s earnings and predict future trends.

EBIT Per Share

EBIT per share indicates Virtus Investment Partners's earning before interest and taxes, offering insights into operational profitability excluding the effects of capital structure and tax rates. It can be juxtaposed against revenue per share to gauge the efficiency in converting sales into profits. A consistent increase in EBIT per share over the years underscores operational efficiency and profitability.

Income Per Share

Income per share, or earnings per share (EPS), reveals the portion of Virtus Investment Partners’s profit allocated to each share of common stock. It’s instrumental in evaluating the profitability and financial health. By comparing it with revenue and EBIT per share, investors discern how effectively a firm translates sales and operational profits into net income.

Expected Values

Expected values are projections of revenue, EBIT, and income per share for forthcoming years. These anticipations, rooted in historical data and market analysis, aid investors in strategizing their investments, evaluating Virtus Investment Partners's prospective performance, and estimating future stock prices. However, it’s pivotal to consider market volatilities and uncertainties that can influence these projections.

Virtus Investment Partners Revenue, EBIT and net profit per share

DateVirtus Investment Partners Sales per ShareVirtus Investment Partners EBIT per shareVirtus Investment Partners Earnings per Share
2026e129.17 undefined0 undefined32.83 undefined
2025e125.35 undefined0 undefined30.56 undefined
2024e119.53 undefined0 undefined26.98 undefined
2023114.61 undefined19.9 undefined17.71 undefined
2022116.91 undefined27.63 undefined15.5 undefined
2021122.36 undefined42.22 undefined26.01 undefined
202075.71 undefined18.09 undefined10.02 undefined
201969.12 undefined15.59 undefined10.71 undefined
201864.76 undefined13.27 undefined7.88 undefined
201758.73 undefined9.47 undefined3.96 undefined
201641.24 undefined7.04 undefined6.2 undefined
201542.44 undefined8.93 undefined3.9 undefined
201448.45 undefined14.09 undefined10.51 undefined
201346.33 undefined13.54 undefined8.95 undefined
201234.58 undefined7.65 undefined4.65 undefined
201130.1 undefined2.34 undefined21.38 undefined
201022.59 undefined1.7 undefined1.5 undefined
200920.21 undefined-0.95 undefined-1.12 undefined
200830.74 undefined-3.05 undefined-91.22 undefined
200739 undefined1.03 undefined-2.45 undefined
200637.69 undefined0.38 undefined-8.21 undefined

Virtus Investment Partners business model

Virtus Investment Partners Inc is an American company that was founded in 1995 under the name Phoenix Investment Partners Ltd and is headquartered in Hartford, Connecticut. The company is owned by specialized investors who focus on a specific asset class or strategy and operates a network of investment boutiques, each of which has developed its own investment philosophy and strategy. The business model of Virtus Investment Partners is to provide clients with the opportunity to benefit from the expertise of specialized investment managers who offer investment products tailored to specific customer needs. Virtus Investment Partners works closely with its investment boutiques to ensure that they meet the investment needs of customers. The company focuses on strict risk control and high transparency in product selection. Virtus Investment Partners' investment boutiques include companies such as Cliffwater Investments LLC, Seix Investment Advisors LLC, Duff & Phelps Investment Management Co., Newfleet Asset Management LLC, and Silvant Capital Management LLC. Each boutique offers a specialized investment strategy based on different market conditions and investor needs. Some boutiques specialize in inflation protection strategies, while others invest in growth stocks or alternative investments. Virtus Investment Partners offers a wide range of investment products, including actively managed investment funds, institutional separate accounts, managed accounts, and ETFs. The company's investment funds cover a wide range of asset classes, including stocks, bonds, alternative investments, and multi-asset solutions. Some of Virtus Investment Partners' most well-known funds are the Virtus KAR Small-Cap Growth Fund, Virtus Real Asset Income Fund, and Virtus Newfleet High Yield Bond Fund. These funds have achieved strong performance in the past and have been recognized by many independent analysts. Another important area for Virtus Investment Partners is the offering of institutional separate accounts and managed accounts. These solutions are designed for institutional investors such as pension funds, foundations, and asset managers who are seeking a customized investment strategy. Virtus Investment Partners works with its clients to develop an individual investment strategy based on specific investment goals and risk management preferences. Virtus Investment Partners also has a significant presence in the ETF business. The company's ETFs are developed in collaboration with other specialized investment boutiques and offer investors cost-effective investment strategies for a variety of asset classes, including stocks, bonds, alternative investments, and multi-asset solutions. Virtus Investment Partners has experienced impressive growth in recent years and is now one of the leading investment boutique companies in the United States. The company is known for its strong team culture and customer-centric approach, which is focused on long-term partnerships. Virtus Investment Partners is committed to creating a consistently strong investment experience for its clients through the development of new investment strategies and the expansion of its product offering. Virtus Investment Partners is one of the most popular companies on Eulerpool.com.

Virtus Investment Partners SWOT Analysis

Strengths

Virtus Investment Partners Inc has a strong reputation in the financial industry, known for its expertise and trusted services.

The company has a diverse portfolio of investment products, catering to both individual and institutional clients.

Virtus Investment Partners Inc has a strong distribution network, allowing them to reach a wide range of potential clients.

Weaknesses

One of the weaknesses of Virtus Investment Partners Inc is its dependency on market conditions, as fluctuations can impact their revenue and profitability.

The company has limited international presence, which may hinder their growth potential in global markets.

Virtus Investment Partners Inc faces competition from other well-established financial firms.

Opportunities

The growing demand for investment products and services presents an opportunity for Virtus Investment Partners Inc to expand its client base.

With advancements in technology, Virtus Investment Partners Inc can explore digital solutions to enhance customer experience and increase operational efficiency.

Expanding into new markets, both domestically and internationally, can provide further growth opportunities for the company.

Threats

The volatile nature of financial markets poses a threat to Virtus Investment Partners Inc, as it can affect the performance of their investment products.

Regulatory changes and compliance requirements may increase operational costs and create potential risks for the company.

Competition from both traditional financial institutions and emerging fintech companies poses a threat to Virtus Investment Partners Inc's market share.

Virtus Investment Partners Revenue by Segment

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Details

Revenue by Segment

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Overview of Revenue by Segment

The chart visualizes revenues by segments and provides a clear overview of the revenue distribution. Each segment is clearly marked to facilitate comparisons of revenues.

Interpretation and Use

The chart enables quick identification of the highest-revenue segments, which is helpful in strategic decision-making. It supports the analysis of growth potentials and targeted resource allocation.

Investment Strategy

An investment strategy determines how capital is deliberately invested into various asset classes to maximize returns. It is based on risk tolerance, investment objectives, and a long-term plan.

Virtus Investment Partners Revenue by Segment

Segmente202320222021202020192018
Investment management fees711.48 M USD728.34 M USD781.59 M USD---
Open-end funds---247.52 M USD229.64 M USD-
Total investment management fees-----437.02 M USD
Administration and shareholder service fees73.86 M USD85.86 M USD102.53 M USD--63.61 M USD
Distribution and service fees56.15 M USD67.52 M USD90.56 M USD--5.98 M USD
Institutional accounts---109.53 M USD96.43 M USD-
Retail separate accounts---104.93 M USD83 M USD-
Closed-end funds---36.83 M USD42.2 M USD-
Other income and fees3.78 M USD4.66 M USD4.56 M USD--885,000 USD
Structured products---4.01 M USD6.38 M USD-
Other products---2.51 M USD3.83 M USD-

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Details

Revenue by Segment

ⓘ

Overview of Revenue by Segment

The chart visualizes revenues by segments and provides a clear overview of the revenue distribution. Each segment is clearly marked to facilitate comparisons of revenues.

Interpretation and Use

The chart enables quick identification of the highest-revenue segments, which is helpful in strategic decision-making. It supports the analysis of growth potentials and targeted resource allocation.

Investment Strategy

An investment strategy determines how capital is deliberately invested into various asset classes to maximize returns. It is based on risk tolerance, investment objectives, and a long-term plan.

Virtus Investment Partners Revenue by Segment

Segmente202320222021202020192018
Total investment management fees---505.34 M USD461.48 M USD-
Administration and shareholder service fees---59.46 M USD59.88 M USD-
Distribution and service fees---38.43 M USD40.9 M USD-
Other income and fees---670,000 USD987,000 USD-
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Virtus Investment Partners Eulerpool Fair Value

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Fair Value

ⓘ

Understanding Fair Value

The fair value of a stock provides insights into whether the stock is currently undervalued or overvalued. It is calculated based on profit, revenue, or dividends and offers a comprehensive perspective of the stock’s intrinsic value.

Income-Based Fair Value

This is calculated by multiplying the earnings per share by the average P/E ratio of the selected past years for smoothing. If the fair value is higher than the current market price, it suggests that the stock is undervalued.

Example 2022

Fair Value Profit 2022 = Earnings per Share 2022 / Average P/E Ratio 2019 - 2021 (3 Years Smoothing)

Revenue-Based Fair Value

It is derived by multiplying the revenue per share by the average price-to-sales ratio of the selected past years for smoothing. An undervalued stock is identified if the fair value exceeds the ongoing market price.

Example 2022

Fair Value Revenue 2022 = Revenue per Share 2022 / Average PSR 2019 - 2021 (3 Years Smoothing)

Dividend-Based Fair Value

This value is determined by dividing the dividend per share by the average dividend yield of the selected past years for smoothing. A higher fair value than the market price indicates an undervalued stock.

Example 2022

Fair Value Dividend 2022 = Dividend per Share 2022 * Average Dividend Yield 2019 - 2021 (3 Years Smoothing)

Expectations and Forecasts

Future expectations provide potential trajectories for stock prices and aid investors in decision-making. The expected values are forecasted figures of fair value, taking into account the growth or decline trends of profit, revenue, or dividend.

Comparative Analysis

Comparing the fair value based on profit, revenue, and dividend provides a holistic overview of the stock’s financial health. Observing the annual and per-annual variations contributes to understanding the consistency and reliability of stock performance.

Virtus Investment Partners historical P/E ratio, EBIT multiple, and P/S ratio

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Virtus Investment Partners shares outstanding

The number of shares was Virtus Investment Partners in 2023 — This indicates how many shares 7.375 M is divided into. Since shareholders are the owners of a company, each share represents a small portion of the company's ownership.

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Number of stocks
Details

Revenue, EBIT and Earnings per share

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Revenue Per Share

Revenue per share represents the total revenue Virtus Investment Partners earns, divided by the number of outstanding shares. It is a crucial metric as it reflects the company's ability to generate sales and signifies growth and expansion potential. Comparing yearly revenue per share allows investors to analyze the consistency in a company’s earnings and predict future trends.

EBIT Per Share

EBIT per share indicates Virtus Investment Partners's earning before interest and taxes, offering insights into operational profitability excluding the effects of capital structure and tax rates. It can be juxtaposed against revenue per share to gauge the efficiency in converting sales into profits. A consistent increase in EBIT per share over the years underscores operational efficiency and profitability.

Income Per Share

Income per share, or earnings per share (EPS), reveals the portion of Virtus Investment Partners’s profit allocated to each share of common stock. It’s instrumental in evaluating the profitability and financial health. By comparing it with revenue and EBIT per share, investors discern how effectively a firm translates sales and operational profits into net income.

Expected Values

Expected values are projections of revenue, EBIT, and income per share for forthcoming years. These anticipations, rooted in historical data and market analysis, aid investors in strategizing their investments, evaluating Virtus Investment Partners's prospective performance, and estimating future stock prices. However, it’s pivotal to consider market volatilities and uncertainties that can influence these projections.

Virtus Investment Partners dividend history and estimates

In 2023, Virtus Investment Partners paid a dividend amounting to 6.85 USD. Dividend means that Virtus Investment Partners distributes a portion of its profits to its owners.

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Dividend
Dividend (Estimate)
Details

Dividend

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Dividend Overview

The dividend per year chart for Virtus Investment Partners provides a comprehensive view of the annual dividends distributed to shareholders. Analyze the trend to understand the consistency and growth in dividend payouts over the years.

Interpretation and Use

A consistent or increasing trend in dividends can indicate the company's profitability and financial health. Investors can use this data to identify Virtus Investment Partners’s potential for long-term investment and income generation through dividends.

Investment Strategy

Incorporate the dividend data in evaluating Virtus Investment Partners's overall performance. A thorough analysis, considering other financial aspects, will help in making informed investment decisions for optimal capital growth and income generation.

Virtus Investment Partners Dividend History

DateVirtus Investment Partners Dividend
2026e7.55 undefined
2025e7.52 undefined
2024e7.56 undefined
20236.85 undefined
20226.15 undefined
20213.96 undefined
20202.83 undefined
20192.32 undefined
20181.9 undefined
20171.8 undefined
20161.8 undefined
20151.8 undefined
20140.9 undefined

Virtus Investment Partners dividend payout ratio

In 2023, Virtus Investment Partners had a payout ratio of 27.71%. The payout ratio indicates the percentage of the company's profits that Virtus Investment Partners distributes as dividends.

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Payout ratio
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Payout ratio

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What is Yearly Payout Ratio?

The yearly payout ratio for Virtus Investment Partners represents the proportion of earnings paid out as dividends to shareholders. It is an indicator of the company's financial health and stability, illustrating how much profit is being returned to investors versus being reinvested back into the company.

How to Interpret the Data

A lower payout ratio for Virtus Investment Partners could mean that the company is reinvesting more into its growth, whereas a higher ratio indicates more earnings are being distributed as dividends. Investors seeking regular income might prefer companies with a higher payout ratio, while those looking for growth may opt for companies with a lower ratio.

Using the Data for Investments

Evaluate Virtus Investment Partners's payout ratio in conjunction with other financial metrics and performance indicators. A sustainable payout ratio, coupled with strong financial health, can indicate a reliable dividend payout. However, a very high ratio might suggest the company is not sufficiently reinvesting in its future growth.

Virtus Investment Partners Payout Ratio History

DateVirtus Investment Partners Payout ratio
2026e28.96 %
2025e31.64 %
2024e27.54 %
202327.71 %
202239.67 %
202115.23 %
202028.23 %
201921.65 %
201824.11 %
201745.57 %
201629.03 %
201546.15 %
20148.57 %
201327.71 %
201227.71 %
201127.71 %
201027.71 %
200927.71 %
200827.71 %
200727.71 %
200627.71 %
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Unfortunately, there are currently no price targets and forecasts available for Virtus Investment Partners.

Virtus Investment Partners latest earnings and earnings surprises

DateEPS EstimateEPS ActualQuarterly report
9/30/20246.93 6.92  (-0.18 %)2024 Q3
6/30/20246.74 6.53  (-3.1 %)2024 Q2
3/31/20245.51 5.41  (-1.9 %)2024 Q1
12/31/20236.08 6.11  (0.56 %)2023 Q4
9/30/20236.29 6.21  (-1.33 %)2023 Q3
6/30/20236 5.43  (-9.54 %)2023 Q2
3/31/20233.89 4.2  (7.93 %)2023 Q1
12/31/20224.97 5.17  (3.97 %)2022 Q4
9/30/20226.52 5.76  (-11.63 %)2022 Q3
6/30/20227.2 6.86  (-4.74 %)2022 Q2
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Eulerpool ESG Scorecard© for the Virtus Investment Partners stock

Eulerpool World ESG Rating (EESG©)

43/ 100

🌱 Environment

22

👫 Social

59

🏛️ Governance

48

Environment

Scope 1 - Direct Emissions
Scope 2 - Indirect emissions from purchased energy
Scope 3 - Indirect emissions within the value chain
Total CO₂ emissions
CO₂ reduction strategy
Coal energy
Nuclear power
Animal experiments
Fur & Leather
Pesticides
Palm Oil
Tobacco
Genetically modified organisms
Climate concept
Sustainable forestry
Recycling regulations
Environmentally friendly packaging
Hazardous substances
Fuel consumption and efficiency
Water consumption and efficiency

Social

Percentage of female employees
Percentage of women in management
Percentage of Asian employees
Share of Asian management
Percentage of Hispanic/Latino employees
Hispano/Latino Management share
Percentage of Black employees
Black Management Share
Percentage of white employees
White Management Share
Adult content
Alcohol
Weapons
Firearms
Gambling
Military contracts
Human rights concept
Privacy concept
Occupational health and safety
Catholic

Governance (Corporate Governance)

Environmental reporting
Stakeholder Engagement
Call Back Policies
Antitrust law

The Eulerpool ESG Scorecard© is the strictly copyrighted intellectual property of Eulerpool Research Systems. Any unauthorized use, imitation, or infringement will be actively pursued and may lead to significant legal consequences. For licenses, collaborations, or usage rights, please contact us directly via our contact form. Contact Form to us.

Virtus Investment Partners shareholders

%
Name
Stocks
Change
Date
13.90272 % BlackRock Institutional Trust Company, N.A.975,971-28,7056/30/2024
12.78443 % The Vanguard Group, Inc.897,467-9,6636/30/2024
4.67332 % Dimensional Fund Advisors, L.P.328,0678,3936/30/2024
4.40970 % State Street Global Advisors (US)309,5611,5826/30/2024
3.72533 % Aylward (George Robert)261,5185,7763/31/2024
3.40385 % Charles Schwab Investment Management, Inc.238,95014,1606/30/2024
2.14397 % Geode Capital Management, L.L.C.150,5071,7966/30/2024
1.83604 % Vulcan Value Partners, LLC128,890-28,4866/30/2024
1.80128 % Fidelity Management & Research Company LLC126,450-8,7486/30/2024
1.72212 % JP Morgan Asset Management120,89341,6666/30/2024
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Virtus Investment Partners Executives and Management Board

Mr. George Aylward

(59)
Virtus Investment Partners President, Chief Executive Officer, Director (since 2008)
Compensation 6.52 M

Mr. Richard Smirl

(56)
Virtus Investment Partners Chief Operating Officer, Executive Vice President
Compensation 4.07 M

Mr. Michael Angerthal

(55)
Virtus Investment Partners Chief Financial Officer, Executive Vice President, Treasurer
Compensation 3.19 M

Mr. Barry Mandinach

(66)
Virtus Investment Partners Executive Vice President, Head of Distribution
Compensation 2.38 M

Ms. Mardelle Pena

(70)
Virtus Investment Partners Chief Human Resource Officer, Executive Vice President (since 2015)
Compensation 1.13 M
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Most common questions regarding Virtus Investment Partners

What values and corporate philosophy does Virtus Investment Partners represent?

Virtus Investment Partners Inc represents a strong commitment to integrity, collaboration, and excellence. With a corporate philosophy centered around providing innovative investment solutions, Virtus upholds high ethical standards and fosters a culture of teamwork. The company aims to deliver value to clients through active management strategies and a focus on building long-term, trusted relationships. By combining their expertise, Virtus aims to generate positive investment outcomes and help individuals and institutions achieve their financial goals. As a leader in the investment management industry, Virtus Investment Partners Inc embodies a dedication to delivering exceptional value while maintaining the highest levels of integrity and professionalism.

In which countries and regions is Virtus Investment Partners primarily present?

Virtus Investment Partners Inc is primarily present in the United States.

What significant milestones has the company Virtus Investment Partners achieved?

Virtus Investment Partners Inc, a leading investment management company, has achieved several significant milestones over the years. With a strong track record, Virtus has established itself as a trusted player in the financial industry. One notable achievement was their successful initial public offering (IPO) in 2009, which marked a pivotal moment in the company's growth trajectory. Additionally, Virtus has consistently expanded its product offerings and client base, earning a reputation for its diverse investment strategies and reliable performance. As a result, Virtus Investment Partners Inc has garnered recognition as a premier investment management firm, delivering value to its shareholders and clients.

What is the history and background of the company Virtus Investment Partners?

Virtus Investment Partners Inc, established in 1995, is a renowned asset management company based in the United States. Headquartered in Hartford, Connecticut, Virtus focuses on providing a wide range of investment products and services to individual and institutional investors. With a diversified investment approach, the company aims to generate attractive and consistent investment results. Virtus offers mutual funds, ETFs, managed accounts, and closed-end funds across various asset classes. The company operates through affiliated investment managers, leveraging a strong network of experienced professionals. Over the years, Virtus has built a solid reputation for its disciplined investment strategies and commitment to delivering long-term value to its clients and shareholders.

Who are the main competitors of Virtus Investment Partners in the market?

The main competitors of Virtus Investment Partners Inc in the market include renowned investment management firms such as BlackRock, T. Rowe Price Group, and Franklin Resources.

In which industries is Virtus Investment Partners primarily active?

Virtus Investment Partners Inc is primarily active in the financial services industry.

What is the business model of Virtus Investment Partners?

Virtus Investment Partners Inc. operates as an investment management company. The company provides investment advisory services to individuals, corporations, retirement plans, and institutional investors. Virtus Investment Partners Inc. primarily focuses on managing and distributing various investment products, including mutual funds, closed-end funds, exchange-traded funds, and separately managed accounts. With a diverse range of asset classes and investment styles, Virtus Investment Partners Inc. aims to help clients achieve their financial goals.

What is the P/E ratio of Virtus Investment Partners 2024?

The Virtus Investment Partners P/E ratio is 9.88.

What is the P/S ratio of Virtus Investment Partners 2024?

The Virtus Investment Partners P/S ratio is 2.23.

What is the Quality Investing of Virtus Investment Partners?

The Quality Investing for Virtus Investment Partners is 5/10.

What is the revenue of Virtus Investment Partners 2024?

The expected Virtus Investment Partners revenue is 839.11 M USD.

How high is the profit of Virtus Investment Partners 2024?

The expected Virtus Investment Partners profit is 189.41 M USD.

What is the business model of Virtus Investment Partners

Virtus Investment Partners Inc. is a US-based investment company specializing in managing institutional assets. Its business model focuses on offering investment funds and other investment products aligned with various investment strategies. Virtus manages active investment funds, including a wide range of funds focused on different asset classes and geographic regions. The company also offers "Smart-Beta" funds, which are based on a systematic investment strategy targeting specific investment factors. In addition, Virtus provides alternative investment strategies such as hedge funds and private equity funds. The company also offers passive investment products, including a variety of exchange-traded funds (ETFs). Virtus manages separately managed accounts for high net worth individuals, foundations, and institutions. Finally, Virtus offers investment advisory services for institutional clients, including pension funds, foundations, and nonprofit organizations. The overall business model of Virtus is designed to cater to various types of investors and offers a wide range of investment strategies and products.

What is the Virtus Investment Partners dividend?

Virtus Investment Partners pays a dividend of 6.15 USD distributed over 4 payouts per year.

How often does Virtus Investment Partners pay dividends?

Virtus Investment Partners pays out a dividend 4 times a year.

What is the Virtus Investment Partners ISIN?

The ISIN of Virtus Investment Partners is US92828Q1094.

What is the Virtus Investment Partners WKN?

The WKN of Virtus Investment Partners is A0RK8G.

What is the Virtus Investment Partners ticker?

The ticker of Virtus Investment Partners is VRTS.

How much dividend does Virtus Investment Partners pay?

Over the past 12 months, Virtus Investment Partners paid a dividend of 6.85 USD . This corresponds to a dividend yield of about 2.7 %. For the coming 12 months, Virtus Investment Partners is expected to pay a dividend of 7.52 USD.

What is the dividend yield of Virtus Investment Partners?

The current dividend yield of Virtus Investment Partners is 2.7 %.

When does Virtus Investment Partners pay dividends?

Virtus Investment Partners pays a quarterly dividend. This is distributed in the months of February, May, August, November.

How secure is the dividend of Virtus Investment Partners?

Virtus Investment Partners paid dividends every year for the past 13 years.

What is the dividend of Virtus Investment Partners?

For the upcoming 12 months, dividends amounting to 7.52 USD are expected. This corresponds to a dividend yield of 3.04 %.

In which sector is Virtus Investment Partners located?

Virtus Investment Partners is assigned to the 'Finance' sector.

Wann musste ich die Aktien von Virtus Investment Partners kaufen, um die vorherige Dividende zu erhalten?

To receive the latest dividend of Virtus Investment Partners from 11/13/2024 amounting to 2.25 USD, you needed to have the stock in your portfolio before the ex-date on 10/31/2024.

When did Virtus Investment Partners pay the last dividend?

The last dividend was paid out on 11/13/2024.

What was the dividend of Virtus Investment Partners in the year 2023?

In the year 2023, Virtus Investment Partners distributed 6.15 USD as dividends.

In which currency does Virtus Investment Partners pay out the dividend?

The dividends of Virtus Investment Partners are distributed in USD.

All fundamentals about Virtus Investment Partners

Our stock analysis for Virtus Investment Partners Revenue stock includes important financial indicators such as revenue, profit, P/E ratio, P/S ratio, EBIT, as well as information on dividends. We also assess aspects such as stocks, market capitalization, debt, equity, and liabilities of Virtus Investment Partners Revenue. If you are looking for more detailed information on these topics, we offer comprehensive analyses on our subpages.