Home 
Today's Top Picks 
Top Performers 
Watchlist 
My Robo Portfolios 
ETF Zone 
Help & Tutorial 
Cancel anytime
- Chart
- Upturn Summary
- Highlights
- Revenue
- Valuation
- Analyst Ratings
Upturn AI SWOT - About
VRTS 
Virtus Investment Partners, Inc. (VRTS)
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- Pass (Skip investing)
Stock price based on last close (see disclosures)
- ALL
- YEAR
- MONTH
- WEEK
Upturn Advisory Summary
06/30/2025: VRTS (1-star) has a low Upturn Star Rating. Not recommended to BUY.
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
Limited analyst coverage, niche firm, research info may be scarce.
1 Year Target Price $168.5
1 Year Target Price $168.5
| 0 | Strong Buy |
| 1 | Buy |
| 1 | Hold |
| 1 | Sell |
| 1 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit -12.63% | Avg. Invested days 39 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 06/30/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 1.27B USD | Price to earnings Ratio 10.88 | 1Y Target Price 168.5 |
Price to earnings Ratio 10.88 | 1Y Target Price 168.5 | ||
Volume (30-day avg) 4 | Beta 1.44 | 52 Weeks Range 140.11 - 246.48 | Updated Date 07/1/2025 |
52 Weeks Range 140.11 - 246.48 | Updated Date 07/1/2025 | ||
Dividends yield (FY) 4.91% | Basic EPS (TTM) 16.67 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 13.35% | Operating Margin (TTM) 16.79% |
Management Effectiveness
Return on Assets (TTM) 3.14% | Return on Equity (TTM) 14.21% |
Valuation
Trailing PE 10.88 | Forward PE 7.66 | Enterprise Value 3376046149 | Price to Sales(TTM) 1.4 |
Enterprise Value 3376046149 | Price to Sales(TTM) 1.4 | ||
Enterprise Value to Revenue 3.76 | Enterprise Value to EBITDA 7.58 | Shares Outstanding 6911160 | Shares Floating 6461524 |
Shares Outstanding 6911160 | Shares Floating 6461524 | ||
Percent Insiders 6.16 | Percent Institutions 83.51 |
Analyst Ratings
Rating 2 | Target Price 168.5 | Buy 1 | Strong Buy - |
Buy 1 | Strong Buy - | ||
Hold 1 | Sell 1 | Strong Sell 1 | |
Strong Sell 1 |
Upturn AI SWOT
Virtus Investment Partners, Inc.
Company Overview
History and Background
Virtus Investment Partners, Inc. was founded in 1995 as part of The Phoenix Companies. In 2008, it became an independent, publicly traded asset management company. It operates a multi-boutique business model, offering investment management products and services through affiliated managers.
Core Business Areas
- Investment Management: Offers a range of investment strategies across various asset classes, including equity, fixed income, and multi-asset, through affiliated investment managers.
- Distribution: Distributes investment products through various channels, including financial advisors, institutions, and retail investors.
- Related Services: Provides administrative, marketing, and other support services to affiliated managers.
Leadership and Structure
George R. Aylward is the CEO. The company operates under a multi-boutique model, with various independent investment managers operating under the Virtus umbrella.
Top Products and Market Share
Key Offerings
- Mutual Funds: Offers a variety of mutual funds across different asset classes. Specific market share data for individual funds varies. Competitors include Fidelity, Vanguard, and T. Rowe Price.
- Closed-End Funds: Manages closed-end funds with different investment objectives. Competitors include BlackRock and Eaton Vance.
- Separate Accounts: Offers separately managed accounts for institutional and high-net-worth clients. Competitors include large investment banks and asset managers.
- Exchange Traded Funds (ETFs): Manages a family of ETFs. Competitors include iShares, Vanguard, and State Street.
Market Dynamics
Industry Overview
The asset management industry is characterized by increasing competition, fee pressure, and a shift towards passive investing. Regulatory changes and technological advancements are also shaping the industry.
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 its ability to attract and retain talented investment teams.
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 through its diverse product offerings and multi-boutique model.
Upturn SWOT Analysis
Strengths
- Multi-boutique business model
- Diverse investment strategies
- Experienced investment teams
- Strong distribution network
Weaknesses
- Dependence on affiliated managers
- Exposure to market volatility
- Higher expenses compared to passive managers
- Brand awareness can be diluted across multiple brands
Opportunities
- Expanding into new asset classes
- Acquiring new investment management firms
- Growing distribution channels
- Increasing demand for alternative investments
Threats
- Increasing competition
- Fee compression
- Market downturns
- Regulatory changes
Competitors and Market Share
Key Competitors
- TROW
- BLK
- JPM
- MS
- GS
Competitive Landscape
Virtus's multi-boutique structure allows it to offer niche strategies but competes with larger firms with broader brand recognition and scale.
Major Acquisitions
Sustainable Growth Advisers
- Year: 2020
- Acquisition Price (USD millions):
- Strategic Rationale: Enhanced Virtus's presence in growth equity.
Growth Trajectory and Initiatives
Historical Growth: Requires current real-time data. Cannot provide that. Data available from company filings.
Future Projections: Requires current real-time data. Cannot provide that. Analyst estimates vary. Check reputable sources like Yahoo Finance.
Recent Initiatives: Recent initiatives can include acquisitions of new investment managers, expansion into new markets, and product development.
Summary
Virtus Investment Partners utilizes a multi-boutique structure, providing diversified investment strategies. The company is faced with industry pressures, including competition and fee compression. Virtus' success depends on its ability to retain talented investment teams and effectively distribute its products. Its multi-boutique approach can lead to inconsistent brand recognition and higher operating costs. It must keep a close watch on regulatory change and market conditions.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company filings (SEC)
- Yahoo Finance
- Industry reports
- Company Website
Disclaimers:
This analysis is based on publicly available information and should not be considered financial advice. Market conditions can change, and past performance is not indicative of future results.
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.