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Virtus Investment Partners

VRTS

Virtus Investment Partners is a multi-manager asset management firm that provides investment strategies to institutional and individual investors.

Market cap
$879.36M-32.4%
Revenue$825.3M-7.2%
Net income$116.0M-27.2%
Free cash flow-$51.9M-265%
EPS (diluted)$17.54-14.6%
Trailing twelve months · change vs. prior year

Earnings

Next report

Oct 23, 2026 (In 2 weeks)
Revenue estimate$188.4M
EPS estimate$6.04

Financials

Q2 2026

Income statement

See full
Revenue$201.4M-4.4%
Operating income$27.3M-39.6%
Net income$44.6M+4.4%
EPS (diluted)$6.68+9.2%

Balance sheet

See full
Cash & equivalents$286.9M+17.9%
Total debt$512.7M+57.0%
Total equity$945.3M+5.5%
Total assets$4.5B+22.7%

Cash flow

See full
Operating cash flow$57.4M-24.2%
CapEx$1.3M-13.9%
Free cash flow$56.1M-24.4%

Valuation & ratios

Valuation

See full
Market cap$879.36M-32.4%
Enterprise value$1.11B-14.4%
P/E7.6×-1.4×
P/S1.1×-0.4×

Profitability

See full
Operating margin15.7%-5.4pp
Net margin14%-3.9pp
FCF margin-6.3%-9.8pp

Returns & leverage

See full
Return on equity12.6%-5.5pp
Debt / equity0.5×+0.2×

Segments

By product

See full
Open-end funds$61.5M-12.7%
Retail separate accounts$42.7M-17.6%
Institutional accounts$37.9M-10.6%
Closed-end funds$28.8M+93.6%

Competitors

Profile

Virtus Investment Partners is a multi-manager asset management firm that provides investment strategies to institutional and individual investors. The company operates through a diverse model of autonomous investment managers, each maintaining a distinct brand and investment style, while leveraging a centralized platform for distribution and operational support. Its core value proposition lies in offering a broad array of products across asset classes, market cycles, and investment approaches.

Competitive position

A diversified multi-boutique asset manager that competes by offering specialized investment styles through autonomous affiliates while utilizing a shared distribution scale.

GeographiesUnited States, United Kingdom, Singapore, Ireland
Customer segmentsRetail, Institutional, High-Net-Worth
Business modelAsset-based fees, Performance-based fees, Multi-manager platform
SuppliersPortfolio managers and investment professionals, Market data providers, Technology and trading platform providers, Regulatory bodies (SEC, FINRA, CFTC)
CustomersRetail individual investors, Pension funds and retirement systems, Endowments and foundations, Broker-dealers and financial advisors
Listed1993
Employees824.0
CEOGeorge Robert Aylward
Websitevirtus.com
FilingsSEC EDGAR

FAQ

What is Virtus Investment Partners's market cap?
Virtus Investment Partners (VRTS) has a market capitalization of $879.4M and trades on NYSE.
What is Virtus Investment Partners's revenue and profitability?
Virtus Investment Partners generated $825.3M in trailing twelve-month revenue with net income of $116.0M, representing a net margin of 14.0%, with free cash flow of -$51.9M. The latest reported period is Q2 2026.
Who are Virtus Investment Partners's competitors?
Virtus Investment Partners's key competitors include Invesco Ltd., Franklin Resources, Inc., BlackRock, Inc., and others. These companies compete in similar markets and product categories.
Who does Virtus Investment Partners partner with?
Virtus Investment Partners's notable partners include Voya Investment Management, Infrastructure Capital Advisors, Reaves Asset Management.
What subsidiaries does Virtus Investment Partners have?
Virtus Investment Partners's subsidiaries include Kayne Anderson Rudnick Investment Management, Duff & Phelps Investment Management, Newfleet Asset Management, and others.
Where is Virtus Investment Partners headquartered?
Virtus Investment Partners is headquartered in United States of America and employs approximately 824 people. It has been publicly traded since 1993.