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VRTS logo VRTS
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Virtus Investment Partners, Inc. (VRTS)

Upturn stock ratingUpturn stock rating
$198.4
Last Close (24-hour delay)
Profit since last BUY9.11%
upturn advisory
SELL
SELL since 5 days
  • BUY Advisory
  • SELL Advisory (Profit)​
  • SELL Advisory (Loss)​
  • Profit
  • Loss
  • Pass (Skip investing)
Upturn Stock infoUpturn Stock info Stock price based on last close
*as per simulation
(see disclosures)
Time period over
  • 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!

Upturn Star Rating

rating

Not Recommended Performance

These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.

Number of Analysts

rating

4 Analysts rated it

Very few follow this stock; limited insights, higher-risk early investing.

1 Year Target Price $194.75

1 Year Target Price $194.75

Analysts Price Target For last 52 week
$194.75 Target price
52w Low $138.52
Current$198.4
52w High $243.7

Analysis of Past Performance

Type Stock
Historic Profit -7.39%
Avg. Invested days 43
Today’s Advisory SELL
Upturn Star Rating Upturn stock ratingUpturn stock rating
Upturn Advisory Performance Upturn Advisory Performance 3.0
Stock Returns Performance Upturn Returns Performance 1.0
Upturn Profits based on simulationUpturn Profits based on simulation Profits based on simulation
Upturn Profits based on simulationUpturn Profits based on simulation Last Close 08/14/2025

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

ai summary icon Upturn AI SWOT

Virtus Investment Partners, Inc.

stock logo

Company Overview

overview logo 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.

business area logo 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 logo 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

overview logo 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 logo 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

competitor logo 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.

Upturn AI SummarizationUpturn AI Summarization AI Summarization is directionally correct and might not be accurate.

Upturn AI SummarizationUpturn AI Summarization Summarized information shown could be a few years old and not current.

Upturn AI SummarizationUpturn AI Summarization Fundamental Rating based on AI could be based on old data.

Upturn AI SummarizationUpturn AI Summarization 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
Full time employees 805

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.