
Cancel anytime
- Chart
- Upturn Summary
- Highlights
- Revenue
- Valuation
Upturn AI SWOT
- About


Virtus Investment Partners, Inc. (VRTS)



- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- Pass (Skip investing)


(see disclosures)
- ALL
- YEAR
- MONTH
- WEEK
Upturn Advisory Summary
08/14/2025: VRTS (1-star) is a SELL. SELL since 5 days. Profits (9.11%). Updated daily EoD!
1 Year Target Price $194.75
1 Year Target Price $194.75
0 | Strong Buy |
1 | Buy |
1 | Hold |
1 | Sell |
1 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit -7.39% | Avg. Invested days 43 | Today’s Advisory SELL |
Upturn Star Rating ![]() ![]() | Upturn Advisory Performance ![]() | Stock Returns Performance ![]() |
![]() ![]() | ![]() ![]() |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 1.31B USD | Price to earnings Ratio 9.47 | 1Y Target Price 194.75 |
Price to earnings Ratio 9.47 | 1Y Target Price 194.75 | ||
Volume (30-day avg) 4 | Beta 1.41 | 52 Weeks Range 138.52 - 243.70 | Updated Date 08/16/2025 |
52 Weeks Range 138.52 - 243.70 | Updated Date 08/16/2025 | ||
Dividends yield (FY) 4.54% | Basic EPS (TTM) 20.5 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Earnings Date
Report Date 2025-07-25 | When Before Market | Estimate 6.21 | Actual 6.25 |
Profitability
Profit Margin 16.34% | Operating Margin (TTM) 20.04% |
Management Effectiveness
Return on Assets (TTM) 3.11% | Return on Equity (TTM) 15.76% |
Valuation
Trailing PE 9.47 | Forward PE 7.66 | Enterprise Value 3415222399 | Price to Sales(TTM) 1.47 |
Enterprise Value 3415222399 | Price to Sales(TTM) 1.47 | ||
Enterprise Value to Revenue 3.86 | Enterprise Value to EBITDA 7.58 | Shares Outstanding 6748090 | Shares Floating 6298463 |
Shares Outstanding 6748090 | Shares Floating 6298463 | ||
Percent Insiders 6.3 | Percent Institutions 83.73 |
Upturn AI SWOT
Virtus Investment Partners, Inc.

Company Overview
History and Background
Virtus Investment Partners, Inc. was founded in 1995 as part of Phoenix Investment Partners and became an independent publicly traded company in 2008. It operates as a multi-boutique asset management firm.
Core Business Areas
- Investment Management: Provides investment management services across various asset classes including equity, fixed income, and alternatives.
- Distribution: Distributes investment products through various channels, including financial advisors, institutions, and direct to consumers.
Leadership and Structure
George R. Aylward is the CEO. The company operates through a multi-boutique model, with independent investment teams managing various strategies.
Top Products and Market Share
Key Offerings
- Mutual Funds: Offers a range of mutual funds across different asset classes. Market share data is not readily available for specific Virtus mutual funds, but competition includes firms like Fidelity, Vanguard, and T. Rowe Price. Revenue not broken down by product type.
- competitors: Fidelity, Vanguard, T. Rowe Price, BlackRock
- Closed-End Funds: Manages closed-end funds focused on income generation and capital appreciation. Competitors are Eaton Vance, Nuveen, and BlackRock. Revenue not broken down by product type.
- competitors: Eaton Vance, Nuveen, BlackRock
- Separate Accounts: Provides customized investment solutions for institutional and high-net-worth clients. Competitors include large asset managers like State Street and JPMorgan. Revenue not broken down by product type.
- competitors: State Street, JPMorgan, Wellington Management
Market Dynamics
Industry Overview
The asset management industry is experiencing increasing competition, fee compression, and a shift towards passive investing.
Positioning
Virtus positions itself as a multi-boutique firm offering specialized investment strategies. Its competitive advantage lies in its diverse range of investment styles and specialized expertise.
Total Addressable Market (TAM)
The global asset management market is estimated to be in the trillions of dollars. Virtus captures a small, specialized portion, estimated to be <1% of the TAM.
Upturn SWOT Analysis
Strengths
- Multi-boutique structure allows for specialized investment strategies.
- Diverse product offerings across various asset classes.
- Strong distribution network through various channels.
- Experienced investment management teams.
Weaknesses
- Dependence on performance of underlying investment teams.
- Vulnerability to market volatility.
- Limited brand recognition compared to larger asset managers.
- Higher expense ratios compared to passive investment options
Opportunities
- Expansion into new asset classes and geographies.
- Acquisition of complementary asset management firms.
- Increased demand for specialized investment strategies.
- Growing interest in ESG investing.
Threats
- Increased competition from larger asset managers.
- Fee compression and shift towards passive investing.
- Market volatility and economic downturns.
- Regulatory changes and compliance costs.
Competitors and Market Share
Key Competitors
- BLK
- TROW
- AMG
- FII
- WDR
Competitive Landscape
Virtus faces intense competition from larger, more established asset managers. Its multi-boutique model allows it to offer specialized strategies, but it lacks the brand recognition and scale of its larger competitors. Market share percentages are based on estimated total assets under management (AUM) globally. Virtus has a very small portion of the total AUM.
Major Acquisitions
Sustainable Growth Advisers
- Year: 2020
- Acquisition Price (USD millions):
- Strategic Rationale: Expanded Virtus's equity investment capabilities.
Growth Trajectory and Initiatives
Historical Growth: Virtus's growth has been driven by organic growth in AUM, acquisitions, and market appreciation.
Future Projections: Analyst projections depend on factors such as market conditions, AUM growth, and expense management. Forward guidance is often provided during earnings calls.
Recent Initiatives: Recent initiatives include strategic acquisitions, product development, and expansion of distribution channels.
Summary
Virtus Investment Partners operates as a multi-boutique asset management firm with a diverse range of investment strategies. Its strengths lie in its specialized investment teams and strong distribution network. However, it faces challenges from larger competitors and fee compression. Growth opportunities include expansion into new asset classes and strategic acquisitions. Virtus needs to continue to focus on AUM growth and cost control in order to remain competitive.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company Filings (10-K, 10-Q)
- Earnings Call Transcripts
- Analyst Reports
- Market Research Reports
- SEC.gov
Disclaimers:
This analysis is based on publicly available information and is for informational purposes only. It is not financial advice. Market share data is an estimate and may vary depending on the source and methodology.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Virtus Investment Partners, Inc.
Exchange NASDAQ | Headquaters Hartford, CT, United States | ||
IPO Launch date 1992-03-12 | President, CEO & Director Mr. George Robert Aylward Jr., CPA | ||
Sector Financial Services | Industry Asset Management | Full time employees 805 | Website https://corporate.virtus.com |
Full time employees 805 | Website https://corporate.virtus.com |
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 1995 and is based in Hartford, Connecticut.

Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.