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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
10/14/2025: 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 $198.75
1 Year Target Price $198.75
| 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 PASS |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 10/14/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 1.30B USD | Price to earnings Ratio 9.16 | 1Y Target Price 198.75 |
Price to earnings Ratio 9.16 | 1Y Target Price 198.75 | ||
Volume (30-day avg) 4 | Beta 1.43 | 52 Weeks Range 138.52 - 243.70 | Updated Date 10/14/2025 |
52 Weeks Range 138.52 - 243.70 | Updated Date 10/14/2025 | ||
Dividends yield (FY) 4.79% | Basic EPS (TTM) 21.06 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
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 9.16 | Forward PE 7.66 | Enterprise Value 3373249292 | Price to Sales(TTM) 1.47 |
Enterprise Value 3373249292 | Price to Sales(TTM) 1.47 | ||
Enterprise Value to Revenue 3.81 | Enterprise Value to EBITDA 7.49 | Shares Outstanding 6748088 | Shares Floating 6297923 |
Shares Outstanding 6748088 | Shares Floating 6297923 | ||
Percent Insiders 6.3 | Percent Institutions 83.91 |
Upturn AI SWOT
Virtus Investment Partners, Inc.
Company Overview
History and Background
Virtus Investment Partners, Inc. was founded in 1994 as part of The Phoenix Companies. In 2008, it became an independent, publicly traded company. It has grown through strategic acquisitions and partnerships, focusing on multi-boutique asset management.
Core Business Areas
- Investment Management: Offers a range of investment strategies across various asset classes, including equity, fixed income, and alternative investments. Provides investment solutions for institutions, financial advisors, and individual investors.
- Distribution: Distributes investment products through multiple channels, including retail, institutional, and intermediary channels. Leverages a network of financial advisors and institutional consultants.
Leadership and Structure
George R. Aylward serves as the Chairman and Chief Executive Officer. The company operates under a multi-boutique model, with independent investment teams managing their respective strategies.
Top Products and Market Share
Key Offerings
- Mutual Funds: Offers a diverse range of mutual funds across various investment styles and asset classes. Competitors include BlackRock, Fidelity, and Vanguard. While specific market share data for Virtus's mutual funds is difficult to obtain, the company manages billions in mutual fund assets.
- Closed-End Funds: Sponsors and manages a portfolio of closed-end funds. Competitors include Eaton Vance, Nuveen, and BlackRock. Specific market share data is not readily available, but assets under management are significant.
- Separate Accounts: Provides customized investment management services to institutions and high-net-worth individuals through separate accounts. Competitors include large institutional asset managers. AUM is difficult to determine.
Market Dynamics
Industry Overview
The asset management industry is characterized by intense competition, regulatory changes, and evolving investor preferences. Growth is driven by market performance, asset flows, and product innovation.
Positioning
Virtus differentiates itself through its multi-boutique model, allowing for specialized investment expertise and independent decision-making. 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 at hundreds of trillions of dollars. Virtus is positioned to capture a share through its diverse product offerings and distribution network.
Upturn SWOT Analysis
Strengths
- Multi-boutique structure
- Experienced investment teams
- Diverse product offerings
- Strong distribution network
Weaknesses
- Dependence on investment performance
- Potential for boutique underperformance
- Sensitivity to market volatility
- Smaller AUM compared to larger competitors
Opportunities
- Acquisitions of complementary boutiques
- Expansion into new asset classes
- Growth in emerging markets
- Increased demand for alternative investments
Threats
- Increased competition
- Regulatory changes
- Market downturns
- Loss of key investment personnel
Competitors and Market Share
Key Competitors
- TROW
- BLK
- JPM
Competitive Landscape
Virtus competes with larger, more established asset managers. Its multi-boutique structure provides a differentiated approach, but it faces challenges in terms of scale and brand recognition.
Major Acquisitions
Sustainable Growth Advisers
- Year: 2020
- Acquisition Price (USD millions): 108.5
- Strategic Rationale: Acquisition of Sustainable Growth Advisers broadens Virtus' investment capabilities with a focus on growth equity strategies.
Growth Trajectory and Initiatives
Historical Growth: Virtus has grown through acquisitions and organic growth, expanding its product offerings and distribution channels.
Future Projections: Future growth is expected to be driven by market appreciation, asset flows, and strategic initiatives. Analyst estimates vary.
Recent Initiatives: Recent initiatives include acquisitions of investment boutiques and expansion into new markets and asset classes.
Summary
Virtus Investment Partners has a diversified business model with multi-boutique investment management. The company's financial stability is based on its performance-driven revenues, which makes it susceptible to market downturns. A strong distribution network and strategic acquisitions support growth, while competitive pressures and regulatory changes will need to be monitored carefully. Overall, Virtus appears to be a stable firm, but its success will be dependent on retaining key talent and adapting to market volatility and changes.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company filings
- Investor presentations
- Analyst reports
- FactSet
Disclaimers:
The information provided is for informational purposes only and should not be considered financial advice. Market share data is estimated based on available information and may not be precise. Financial data is based on past performance and 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.
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