VIRTUS INVESTMENT PARTNERS INC (VRTS)
Financials · Asset Management / Investment Advisory · NYSE
Multi-manager asset management firm offering diversified investment strategies across equities, fixed income, and alternatives to institutional and individual investors.
What VIRTUS INVESTMENT PARTNERS INC does
Virtus Investment Partners is an independent asset management company providing investment management and related services to institutions and individuals through a multi-manager, multi-style approach. The firm operates through a portfolio of differentiated investment managers, each with autonomous investment processes and distinct brands, offering strategies across various asset classes (equity, fixed income, multi-asset, alternatives), geographies, and investment styles. Its investment strategies are distributed through mutual funds, ETFs, closed-end funds, separate accounts, and wealth advisory services to both retail and institutional clients.
Themes: ["Asset management","Multi-manager platform","Equity investing","Fixed income / bonds","Alternative investments","Institutional asset management","Retail investment products","Wealth management"]
Fundamentals
- Price$157.34 as of 2026-07-09 close
- Market cap$1.1B as of 2026-07-10
- 1-year return-20.3% as of 2026-07-09 close
- P/E9.08 as of 2026-07-10
- Net margin+14.0% as of 2026-07-10
- ROE+12.8% as of 2026-07-10
- Debt / equity3.00 as of 2026-07-10
- Revenue growth (YoY)-7.6% as of 2026-07-10
- Revenue CAGR (3y)-1.3% SEC XBRL
- Beta1.35 as of 2026-07-10
Dividend: yield +6.7%; 5-year non-decreasing per-share dividend streak (SEC XBRL).
Key risks (from latest filing)
["Declining assets under management and revenue (-7.57% YoY revenue growth) due to market conditions or outflows","Dependence on investment manager performance; underperformance could lead to redemptions and loss of assets","Exposure to financial markets and investment volatility affecting investment returns and investor sentiment"]
Competitors & peers
- BlackRock (BLK)
- Vanguard
- Invesco (IVV)
- Charles Schwab (SCHW)
- Affiliated Managers Group (AMG)
- Federated Hermes (FHI)
- Janus Henderson Group (JHG)
- Artisan Partners Asset Management (APAM)
Fundamentals: Finnhub, as of 2026-07-10. Filings: SEC EDGAR. Prices are delayed daily-close data.
Last updated 2026-07-09.
Informational only — NOT financial advice. All figures are delayed daily-close data from SEC EDGAR & Finnhub, shown with their as-of date.