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Upturn AI SWOT - About
VRTS 
Virtus Investment Partners, Inc. (VRTS)
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Stock price based on last close (see disclosures)
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Upturn Advisory Summary
12/04/2025: VRTS (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Number of Analysts
4 Analysts rated it
Very few follow this stock; limited insights, higher-risk early investing.
1 Year Target Price $188.25
1 Year Target Price $188.25
| 0 | Strong Buy |
| 1 | Buy |
| 1 | Hold |
| 1 | Sell |
| 1 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit -7.38% | Avg. Invested days 43 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 12/04/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 1.07B USD | Price to earnings Ratio 8.17 | 1Y Target Price 188.25 |
Price to earnings Ratio 8.17 | 1Y Target Price 188.25 | ||
Volume (30-day avg) 4 | Beta 1.51 | 52 Weeks Range 136.49 - 237.20 | Updated Date 12/4/2025 |
52 Weeks Range 136.49 - 237.20 | Updated Date 12/4/2025 | ||
Dividends yield (FY) 5.61% | Basic EPS (TTM) 19.46 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 15.51% | Operating Margin (TTM) 22.07% |
Management Effectiveness
Return on Assets (TTM) 2.98% | Return on Equity (TTM) 14.06% |
Valuation
Trailing PE 8.17 | Forward PE 7.66 | Enterprise Value 3156173719 | Price to Sales(TTM) 1.22 |
Enterprise Value 3156173719 | Price to Sales(TTM) 1.22 | ||
Enterprise Value to Revenue 3.61 | Enterprise Value to EBITDA 7.43 | Shares Outstanding 6754405 | Shares Floating 6305440 |
Shares Outstanding 6754405 | Shares Floating 6305440 | ||
Percent Insiders 6.3 | Percent Institutions 87.54 |
Upturn AI SWOT
Virtus Investment Partners, Inc.
Company Overview
History and Background
Virtus Investment Partners, Inc. was founded in 1995 as Phoenix Investment Partners. It became an independent, publicly traded company in 2008, rebranded as Virtus, and has grown through acquisitions and partnerships with independent investment managers.
Core Business Areas
- Investment Management: Provides investment management services to individuals, institutions, and other intermediaries through multiple affiliated managers. This includes equity, fixed income, and multi-asset strategies.
- Distribution: Distributes investment products through various channels, including retail, institutional, and intermediary channels.
Leadership and Structure
George R. Aylward serves as the Chairman and Chief Executive Officer. The organizational structure includes a corporate headquarters overseeing multiple affiliated investment managers, each with its own investment autonomy.
Top Products and Market Share
Key Offerings
- Mutual Funds: Virtus offers a wide range of mutual funds across various asset classes, managed by its affiliated managers. Market share data for specific funds fluctuates, but Virtus is a mid-sized player in the overall mutual fund market. Competitors include Fidelity, Vanguard, and BlackRock.
- Closed-End Funds: Virtus manages a portfolio of closed-end funds focused on income generation and capital appreciation. Competitors in this area include Nuveen, BlackRock, and Eaton Vance. Market share varies by fund type and strategy.
- Separate Accounts: Virtus manages separate accounts for institutional and high-net-worth clients, tailoring investment strategies to their specific needs. Competition comes from larger firms such as Goldman Sachs Asset Management, J.P. Morgan Asset Management, and State Street Global Advisors.
Market Dynamics
Industry Overview
The asset management industry is highly competitive, influenced by market volatility, interest rates, regulatory changes, and investor preferences. There is a growing trend towards passive investing and alternative asset classes.
Positioning
Virtus is positioned as a multi-boutique asset manager, offering a diverse range of investment strategies through its affiliated managers. Its competitive advantage lies in providing specialized expertise and investment autonomy within a larger, stable platform.
Total Addressable Market (TAM)
The global asset management market is estimated to be in the trillions of dollars. Virtus is positioned to capture a portion of this TAM by offering a diverse range of investment strategies through its multi-boutique model.
Upturn SWOT Analysis
Strengths
- Multi-boutique structure offering diverse investment strategies
- Strong distribution network
- Experienced leadership team
- Proven ability to acquire and integrate affiliated managers
Weaknesses
- Reliance on affiliated managers can create key person risk
- Smaller size compared to larger asset managers limits economies of scale
- Performance of affiliated managers directly impacts overall results
Opportunities
- Growing demand for specialized investment strategies
- Expansion into new asset classes and geographic markets
- Potential for acquisitions to expand product offerings
- Increase in demand for independent financial advisors and their products
Threats
- Increased competition from larger asset managers
- Market volatility and economic downturns impacting asset values
- Regulatory changes increasing compliance costs
- Shift towards passive investing impacting active management fees
Competitors and Market Share
Key Competitors
- TROW
- BLK
- IVZ
- AMG
Competitive Landscape
Virtus differentiates itself through its multi-boutique model, offering specialized investment expertise. However, it faces competition from larger firms with greater scale and resources.
Major Acquisitions
Sustainable Growth Advisers
- Year: 2019
- Acquisition Price (USD millions):
- Strategic Rationale: Expanded Virtus's equity investment capabilities with a focus on sustainable and responsible investing.
Growth Trajectory and Initiatives
Historical Growth: Virtus has grown through a combination of organic growth and acquisitions of affiliated investment managers.
Future Projections: Future growth projections depend on market conditions, investment performance, and the company's ability to attract and retain assets. Analyst estimates vary.
Recent Initiatives: Recent initiatives may include new product launches, acquisitions of affiliated managers, and expansion into new markets. Check recent press releases.
Summary
Virtus Investment Partners operates as a multi-boutique asset manager offering a diverse range of investment strategies. Its strength lies in its autonomous affiliate structure and strong distribution network. The reliance on affiliate performance and smaller size compared to larger competitors are weaknesses. Virtus needs to keep an eye on market volatility and the shift toward passive investing which can influence active management fees.
Similar Stocks
Sources and Disclaimers
Data Sources:
- SEC Filings (10-K, 10-Q), Company Website, Market Data Providers
- Analyst Reports
Disclaimers:
This analysis is for informational purposes only and does not constitute financial advice. Market conditions and company performance can change rapidly. Consult with a qualified financial advisor before making investment decisions.
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.
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