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Virtus Investment Partners Inc

VRTS
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138.020USD
-4.650-3.27%
Close 05/15, 16:00ETQuotes delayed by 15 min
924.07MMarket Cap
8.02P/E TTM

Virtus Investment Partners Inc

138.020
-4.650-3.27%

More Details of Virtus Investment Partners Inc Company

Virtus Investment Partners, Inc. provides investment management and related services to institutions and individuals. It offers investment strategies for institutional and individual investors in different investment products and through multiple distribution channels. It provides various asset classes (equity, fixed income, multi-asset and alternatives), geographies (domestic, global, international and emerging), market capitalizations (large, mid and small), styles (growth, core and value) and investment approaches (fundamental and quantitative). Its retail products include open-end funds, closed-end funds and retail separate accounts. Its institutional products are offered to a variety of institutional clients through institutional separate accounts and commingled accounts, including sub advisory services to other investment advisers and its sponsored structured products. Its institutional products are marketed through relationships with consultants as well as directly to clients.

Virtus Investment Partners Inc Info

Ticker SymbolVRTS
Company nameVirtus Investment Partners Inc
IPO dateMar 13, 1992
CEOAylward (George R)
Number of employees805
Security typeOrdinary Share
Fiscal year-endMar 13
AddressOne Financial Plaza
CityHARTFORD
Stock exchangeNASDAQ OMX NASDAQ Basic NYSE
CountryUnited States of America
Postal code06103
Phone18002487971
Websitehttps://corporate.virtus.com/
Ticker SymbolVRTS
IPO dateMar 13, 1992
CEOAylward (George R)

Company Executives of Virtus Investment Partners Inc

Name
Name/Position
Position
Shareholding
Change
Mr. Michael A. (Mike) Angerthal, CPA
Mr. Michael A. (Mike) Angerthal, CPA
Chief Financial Officer, Executive Vice President, Treasurer
Chief Financial Officer, Executive Vice President, Treasurer
70.83K
+2.38%
Mr. Timothy A. Holt
Mr. Timothy A. Holt
Independent Chairman of the Board
Independent Chairman of the Board
31.80K
--
Dr. Susan S. Fleming
Dr. Susan S. Fleming
Independent Director
Independent Director
10.36K
--
Ms. Melody L. Jones
Ms. Melody L. Jones
Independent Director
Independent Director
8.87K
--
Ms. Elizabeth A. Lieberman
Ms. Elizabeth A. Lieberman
Chief Human Resources Officer, Executive Vice President
Chief Human Resources Officer, Executive Vice President
5.39K
+42.77%
Mr. Paul G. Greig
Mr. Paul G. Greig
Independent Director
Independent Director
4.16K
--
Mr. Peter L. Bain
Mr. Peter L. Bain
Independent Director
Independent Director
4.01K
--
Ms. Andra C. Purkalitis
Ms. Andra C. Purkalitis
Executive Vice President, General Counsel, Corporate Secretary, Chief Legal Officer
Executive Vice President, General Counsel, Corporate Secretary, Chief Legal Officer
881.00
+52.44%
Mr. John C. Weisenseel, CPA
Mr. John C. Weisenseel, CPA
Independent Director
Independent Director
609.00
--
Mr. George R. Aylward, CPA
Mr. George R. Aylward, CPA
President, Chief Executive Officer, Director
President, Chief Executive Officer, Director
--
--
View more
Name
Name/Position
Position
Shareholding
Change
Mr. Michael A. (Mike) Angerthal, CPA
Mr. Michael A. (Mike) Angerthal, CPA
Chief Financial Officer, Executive Vice President, Treasurer
Chief Financial Officer, Executive Vice President, Treasurer
70.83K
+2.38%
Mr. Timothy A. Holt
Mr. Timothy A. Holt
Independent Chairman of the Board
Independent Chairman of the Board
31.80K
--
Dr. Susan S. Fleming
Dr. Susan S. Fleming
Independent Director
Independent Director
10.36K
--
Ms. Melody L. Jones
Ms. Melody L. Jones
Independent Director
Independent Director
8.87K
--
Ms. Elizabeth A. Lieberman
Ms. Elizabeth A. Lieberman
Chief Human Resources Officer, Executive Vice President
Chief Human Resources Officer, Executive Vice President
5.39K
+42.77%
Mr. Paul G. Greig
Mr. Paul G. Greig
Independent Director
Independent Director
4.16K
--

Revenue Breakdown

Currency: USDUpdated: Mon, Apr 6
Currency: USDUpdated: Mon, Apr 6
FY2025
FY2025Q4
FY2025Q3
FY2025Q2
FY2025Q1
FY2024
FY2024Q4
FY2024Q3
FY2024Q2
FY2024Q1
FY2023
FY2023Q4
FY2023Q3
FY2023Q2
FY2023Q1
FY2022
FY2022Q4
FY2022Q3
FY2022Q2
FY2021
FY2020
FY2019
By BusinessUSD
Name
Revenue
Proportion
Open-end funds
286.61M
33.61%
Retail separate accounts
209.54M
24.57%
Institutional accounts
167.59M
19.65%
Other income and fees
122.85M
14.40%
Closed-end funds
61.30M
7.19%
Other products
4.97M
0.58%
Relevant data have not been disclosed by the company yet.
By Business
By Region
By BusinessUSD
Name
Revenue
Proportion
Open-end funds
286.61M
33.61%
Retail separate accounts
209.54M
24.57%
Institutional accounts
167.59M
19.65%
Other income and fees
122.85M
14.40%
Closed-end funds
61.30M
7.19%
Other products
4.97M
0.58%

Shareholding Stats

Updated: Wed, May 13
Updated: Wed, May 13
Shareholders
Shareholder Types
Shareholders
Shareholders
Proportion
BlackRock Institutional Trust Company, N.A.
13.39%
Vanguard Portfolio Management, LLC
7.26%
State Street Investment Management (US)
6.57%
Dimensional Fund Advisors, L.P.
4.57%
Charles Schwab Investment Management, Inc.
4.49%
Other
63.73%
Shareholders
Shareholders
Proportion
BlackRock Institutional Trust Company, N.A.
13.39%
Vanguard Portfolio Management, LLC
7.26%
State Street Investment Management (US)
6.57%
Dimensional Fund Advisors, L.P.
4.57%
Charles Schwab Investment Management, Inc.
4.49%
Other
63.73%
Shareholder Types
Shareholders
Proportion
Investment Advisor
46.09%
Investment Advisor/Hedge Fund
31.30%
Individual Investor
6.50%
Hedge Fund
6.04%
Research Firm
2.63%
Pension Fund
1.11%
Bank and Trust
0.47%
Family Office
0.27%
Insurance Company
0.03%
Other
5.55%

Institutional Shareholding

Updated: Wed, Apr 1
Updated: Wed, Apr 1
Reporting Period
No. of institutions
Shares Held
Proportion
Change
2026Q1
519
6.69M
100.07%
+214.31K
2025Q4
495
5.87M
86.86%
-352.11K
2025Q3
482
5.70M
84.51%
-556.20K
2025Q2
479
6.20M
89.84%
-423.80K
2025Q1
489
6.25M
90.37%
-463.96K
2024Q4
482
6.26M
89.87%
-564.80K
2024Q3
476
6.29M
88.97%
-562.16K
2024Q2
473
6.38M
89.68%
-388.65K
2024Q1
465
6.41M
90.06%
-436.85K
2023Q4
465
6.47M
89.99%
-574.66K
View more

Shareholder Activity

Name
Shares Held
Proportion
Change
Chg %
Date
BlackRock Institutional Trust Company, N.A.
894.70K
13.36%
+10.21K
+1.15%
Dec 31, 2025
State Street Investment Management (US)
306.38K
4.58%
+1.59K
+0.52%
Dec 31, 2025
Dimensional Fund Advisors, L.P.
297.13K
4.44%
+6.88K
+2.37%
Dec 31, 2025
Charles Schwab Investment Management, Inc.
300.10K
4.48%
+2.92K
+0.98%
Dec 31, 2025
Aylward (George Robert)
274.42K
4.1%
+8.75K
+3.29%
Mar 13, 2026
Victory Capital Management Inc.
245.34K
3.66%
+15.99K
+6.97%
Dec 31, 2025
American Century Investment Management, Inc.
172.50K
2.58%
+16.62K
+10.66%
Dec 31, 2025
Geode Capital Management, L.L.C.
151.75K
2.27%
-3.15K
-2.03%
Dec 31, 2025
View more

Related ETFs

Updated: Sat, Dec 6
Updated: Sat, Dec 6
Name
Proportion
SPDR S&P Capital Markets ETF
1.18%
JPMorgan Active Small Cap Value ETF
0.73%
WisdomTree US SmallCap Quality Dividend Growth
0.67%
JPMorgan Fundamental Data Science Small Core ETF
0.51%
Distillate Small/Mid Cash Flow ETF
0.5%
First Trust Small Cap Value AlphaDEX Fund
0.45%
WBI Power Factor High Dividend ETF
0.43%
First Trust Active Factor Small Cap ETF
0.37%
Themes US Small Cap Cash Flow Champions ETF
0.31%
Invesco S&P SmallCap Financials ETF
0.27%
View more
SPDR S&P Capital Markets ETF
Proportion1.18%
JPMorgan Active Small Cap Value ETF
Proportion0.73%
WisdomTree US SmallCap Quality Dividend Growth
Proportion0.67%
JPMorgan Fundamental Data Science Small Core ETF
Proportion0.51%
Distillate Small/Mid Cash Flow ETF
Proportion0.5%
First Trust Small Cap Value AlphaDEX Fund
Proportion0.45%
WBI Power Factor High Dividend ETF
Proportion0.43%
First Trust Active Factor Small Cap ETF
Proportion0.37%
Themes US Small Cap Cash Flow Champions ETF
Proportion0.31%
Invesco S&P SmallCap Financials ETF
Proportion0.27%

Dividend

A total of 188.84M USD has been distributed in dividends over the past 5 years.
Date
Dividend
Record Date
Payment Date
Ex-dividend Date
Feb 26, 2026
VRTS.NB Interim Cash Dividend of gross USD 2.4 paid on May 13, 2026 going ex on Apr 30, 2026
Apr 30, 2026
May 13, 2026
Apr 30, 2026
Dec 11, 2025
VRTS.NB Final Cash Dividend of gross USD 2.4 paid on Feb 11, 2026 going ex on Jan 30, 2026
Jan 31, 2026
Feb 11, 2026
Jan 30, 2026
Aug 14, 2025
VRTS.NB Interim Cash Dividend of gross USD 2.4 paid on Nov 14, 2025 going ex on Oct 31, 2025
Oct 31, 2025
Nov 14, 2025
Oct 31, 2025
May 15, 2025
VRTS.NB Interim Cash Dividend of gross USD 2.25 paid on Aug 15, 2025 going ex on Jul 31, 2025
Jul 31, 2025
Aug 15, 2025
Jul 31, 2025
Feb 27, 2025
VRTS.NB Interim Cash Dividend of gross USD 2.25 paid on May 14, 2025 going ex on Apr 30, 2025
Apr 30, 2025
May 14, 2025
Apr 30, 2025
Dec 12, 2024
VRTS.NB Final Cash Dividend of gross USD 2.25 paid on Feb 12, 2025 going ex on Jan 31, 2025
Jan 31, 2025
Feb 12, 2025
Jan 31, 2025
Aug 15, 2024
VRTS.NB Interim Cash Dividend of gross USD 2.25 paid on Nov 13, 2024 going ex on Oct 31, 2024
Oct 31, 2024
Nov 13, 2024
Oct 31, 2024
May 16, 2024
VRTS.NB Interim Cash Dividend of gross USD 1.9 paid on Aug 15, 2024 going ex on Jul 31, 2024
Jul 31, 2024
Aug 15, 2024
Jul 31, 2024
Feb 22, 2024
VRTS.NB Interim Cash Dividend of gross USD 1.9 paid on May 15, 2024 going ex on Apr 29, 2024
Apr 30, 2024
May 15, 2024
Apr 29, 2024
Dec 07, 2023
VRTS.NB Final Cash Dividend of gross USD 1.9 paid on Feb 15, 2024 going ex on Jan 30, 2024
Jan 31, 2024
Feb 15, 2024
Jan 30, 2024
View more

Stock Splits

Date
Ex-dividend Date
Type
Ratio
No Data
Date
Ex-dividend Date
Type
Ratio
No Data
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