Virtus Investment Partners, Inc. (VRTS)
Virtus Investment Partners, Inc. brought in $806.5M of revenue over the twelve months to September 30, 2026, down 8.2% from a year earlier. Net income was $110M, a net margin of 13.6%. In fiscal 2025 capital spending exceeded operating cash flow by $74.1M. At September 30, 2026 it held $283.4M in cash against $403M of debt. Its latest periodic report to the SEC is the quarterly report (10-Q) filed on November 9, 2026.
Key facts about Virtus Investment Partners, Inc.
- Net worth
- Virtus Investment Partners, Inc. has a market value (market cap) of $888.5M at the latest share price, and shareholders' equity of $946.8M on its balance sheet at September 30, 2026. A company's "net worth" usually means one of these: what the market pays for all its shares, or its assets minus its liabilities.
- Revenue and profit
- In fiscal 2025 revenue was $852.9M (-6.0% year on year), with net income of $138.4M. Over the 12 months to September 30, 2026: revenue $806.5M, net income $110M.
- Cash flow
- In fiscal 2025 operations used $67.2M of cash.
- Latest report
- The latest periodic report (quarterly report, 10-Q) was filed with the SEC on November 9, 2026 and covers the period to September 30, 2026. Open on SEC EDGAR
- Next earnings report
- Virtus Investment Partners, Inc.'s next report is expected around February 5, 2027. That is an estimate from its filing rhythm, not a date the company has announced.
- Dividend
- Virtus Investment Partners, Inc. declared dividends of $9.30 per share in fiscal 2025, a yield of 6.93% at the current price.
What Virtus Investment Partners, Inc. does
Virtus Investment Partners, Inc. is registered with the SEC under industry code SIC 6282 (Investment Advice). Its shares trade on NYSE under the ticker VRTS.
Revenue and profit by year
Key figures
| Fiscal year | Revenue | Net income | Diluted EPS | Free cash flow |
|---|---|---|---|---|
| 2025 | $852.9M | $138.4M | $19.97 | -$74.1M |
| 2024 | $906.9M | $121.7M | $16.89 | -$3.8M |
| 2023 | $845.3M | $130.6M | $17.71 | $228.3M |
| 2022 | $886.4M | $117.5M | $15.50 | $126.1M |
| 2021 | $979.2M | $208.1M | $26.01 | $659.9M |
| 2020 | $603.9M | $80M | $10.02 | -$227.1M |
Earnings: every quarter and the next report date
Full financial statements: income, balance sheet and cash flow
Where VRTS ranks in Finance
Dividends
Virtus Investment Partners, Inc. declared $9.30 per share in fiscal 2025. At the current price that is a yield of 6.93%. It paid out $64.6M in cash dividends, 47% of its net income.
| Fiscal year | Per share | Paid out | Of profit |
|---|---|---|---|
| 2025 | $9.30 | $64.6M | 47% |
| 2024 | $8.30 | $58.1M | 48% |
| 2023 | $7.10 | $52M | 40% |
| 2022 | $6.30 | $47.3M | 40% |
| 2021 | $4.64 | $31.4M | 15% |
| 2020 | $2.98 | $22.8M | 29% |
Latest SEC filings
What Virtus Investment Partners, Inc. has filed recently, newest first. Each links to the original document on SEC EDGAR.
- November 9, 2026Quarterly report 10-Q · period to September 30, 2026Revenue fell 8.7% to $197.6M versus the same quarter last year; diluted EPS $3.26 versus $4.65.
- November 9, 2026
- November 5, 2026Passive stake changed SCHEDULE 13G/A
- October 30, 2026Passive stake changed SCHEDULE 13G/A
- October 27, 2026Passive stake changed SCHEDULE 13G/A
- October 8, 2026Passive stake (5% or more) SCHEDULE 13G
- August 20, 2026
- August 7, 2026Quarterly report 10-Q · period to June 30, 2026Revenue fell 4.4% to $201.4M versus the same quarter last year; diluted EPS $6.68 versus $6.12.
- July 30, 2026
- July 24, 2026Passive stake (5% or more) SCHEDULE 13G
Insider trades
What the people running Virtus Investment Partners, Inc. did with its shares, from the Form 4 filings they must send the SEC within two business days.
Insiders sold $60.3K worth of shares in the last 90 days and bought none on the open market.
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| September 15, 2026 | Morris W HowardDirector | Soldindirect | 435 | $60.3K |
| August 3, 2026 | Angerthal Michael AEVP, CFO & Treasurer | Sold | 1,722 | $283.2K |
| August 3, 2026 | Angerthal Michael AEVP, CFO & Treasurer | Sold | 879 | $145.2K |
| August 3, 2026 | Angerthal Michael AEVP, CFO & Treasurer | Sold | 2,758 | $459.3K |
| August 3, 2026 | Angerthal Michael AEVP, CFO & Treasurer | Sold | 4,568 | $764.9K |
| August 3, 2026 | Angerthal Michael AEVP, CFO & Treasurer | Sold | 2,643 | $445.1K |
| August 3, 2026 | Angerthal Michael AEVP, CFO & Treasurer | Sold | 2,285 | $387.8K |
| August 3, 2026 | Angerthal Michael AEVP, CFO & Treasurer | Sold | 120 | $20.4K |
Who owns VRTS
Three views from three kinds of SEC filings, each with its own date. They overlap and are not added up.
5% holders
| Holder | Of class | Filed |
|---|---|---|
| BlackRock, Inc.13G, passive | 15.1% | October 27, 2026 |
| Vanguard Portfolio Management13G, passive | 7.32% | April 29, 2026 |
| Dimensional Fund Advisors LP13G, passive | 5.6% | October 8, 2026 |
| Victory Capital Management, Inc.13G, passive | 5.03% | July 24, 2026 |
Largest institutional holders
Positions that investment managers reported on Form 13F for the quarter ended June 30, 2026, largest first, with the change on the quarter ended March 31, 2026. Managers file 13F up to 45 days after a quarter ends. 234 managers reported a position.
| Holder | Shares | Change on quarter |
|---|---|---|
| BlackRock, Inc. | 1,056,614 | +57,246 |
| Vanguard Portfolio Management LLC | 450,124 | -34,766 |
| State Street Corp | 448,314 | +9,580 |
| Victory Capital Management Inc | 352,930 | +34,921 |
| Dimensional Fund Advisors LP | 315,715 | +10,600 |
| Aqr Capital Management LLC | 286,625 | +154,351 |
| Vanguard Capital Management LLC | 279,848 | -5,698 |
| Charles Schwab Investment Management Inc | 279,346 | +20,531 |
| American Century Companies Inc | 195,363 | +6,550 |
| Geode Capital Management, LLC | 165,425 | +6,200 |
| Jpmorgan Chase & Co | 142,881 | +50,419 |
| Brown Advisory Inc | 109,414 | +5,548 |
| Two Sigma Investments, LP | 107,942 | +21,389 |
| Hotchkis & Wiley Capital Management LLC | 97,582 | +1,010 |
| Morgan Stanley | 89,042 | -7,014 |
| Northern Trust Corp | 85,422 | +7,374 |
| Glenmede Trust Co NA | 78,279 | +22,238 |
| Algert Global LLC | 77,962 | +864 |
| Nuveen, LLC | 75,847 | +40,482 |
| Bank of New York Mellon Corp | 70,719 | +965 |
Insiders
13 insiders reported holding 463,303 shares in total, about $62.2M at the last price.
| Holder | Shares |
|---|---|
| Aylward George RDirector, CEO and President, Director | 291,377 |
| Angerthal Michael AEVP, CFO & Treasurer | 63,461 |
| Holt Timothy ADirector | 33,178 |
| Smirl Richard WEVP & Chief Operating Officer | 17,298 |
| Mandinach Barry M.EVP, Head of Distribution | 10,815 |
| Fleming Susan S.Director | 10,355 |
| Jones Melody LDirector | 9,714 |
| Purkalitis Andra CEVP and CLO | 5,430 |
| Lieberman Elizabeth AEVP, Chief HR Officer | 5,389 |
| Morris W HowardDirector | 5,086 |
Questions about VRTS
What does Virtus Investment Partners, Inc. do?
Virtus Investment Partners, Inc. is a company in the Finance sector, listed on NYSE as VRTS. Its shares trade on NYSE under the ticker VRTS.
What is Virtus Investment Partners, Inc.'s net worth?
Virtus Investment Partners, Inc. has a market value (market cap) of $888.5M at the latest share price, and shareholders' equity of $946.8M on its balance sheet at September 30, 2026. A company's "net worth" usually means one of these: what the market pays for all its shares, or its assets minus its liabilities.
Is Virtus Investment Partners, Inc. profitable?
Yes. Over the twelve months to September 30, 2026 it reported net income of $110M on revenue of $806.5M, a net margin of 13.6%.
How much revenue does Virtus Investment Partners, Inc. make?
Over the twelve months to September 30, 2026 Virtus Investment Partners, Inc. reported revenue of $806.5M. That is 8.2% less than a year earlier.
When did Virtus Investment Partners, Inc. last report?
Its most recent periodic report is the quarterly report (10-Q) filed on November 9, 2026. It covers the period to September 30, 2026.
When is Virtus Investment Partners, Inc.'s next earnings report?
Virtus Investment Partners, Inc.'s next report is expected around February 5, 2027. That is an estimate from its filing rhythm, not a date the company has announced.
Does Virtus Investment Partners, Inc. pay a dividend?
Yes. Virtus Investment Partners, Inc. declared dividends of $9.30 per share in fiscal 2025, a yield of 6.93% at the current price.
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Where the numbers come from
Financial figures are the values Virtus Investment Partners, Inc. tagged in its own SEC filings (XBRL), taken from the latest filing for each period, so restatements replace older figures. Revenue, profit and cash flow are for full fiscal years unless marked as the last twelve months, which is the sum of the four most recent quarters. Where a company reports only the full year, the fourth quarter is the year minus the first three.
Prices are delayed end-of-day market data in the listing currency, and market cap moves with the price. P/E is shown only when earnings per share are positive. Nothing here is investment advice.