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Virtus Investment Partners VRTS Retail separate accounts — Revenue

Other product segments

Open-end funds
$63.73M-13.9%
Institutional accounts
$37.3M-13.1%
Closed-end funds
$20.79M+40.0%

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UMACRetail Revenue — Revenue
$777.58K-52.8%
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BRORetail — Revenue
$1.21B+33.4%
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HLNECustomized separate accounts — Revenue
$1.23M+28.6%
VIA
VIARetail revenues — Retail revenues
$155.37M+7.5%

Other financials

Income statement

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Revenue$199.5M-8.4%
Operating income$15.4M-57.8%
Net income$6.2M-78.1%
EPS (diluted)$1.05-74.1%

Balance sheet

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Cash & equivalents$274.4M+25.0%
Total debt$533.4M+75.6%
Total equity$917.4M+2.7%
Total assets$4.6B+23.7%

Cash flow

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Operating cash flow$35.9M+1,048%
CapEx$2.4M-20.9%
Free cash flow$33.5M+595%

Valuation

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Market cap$926.21M-23.4%
Enterprise value$1.19B-8.4%
P/E8.1×-0.4×
P/S1.1×-0.2×

Profitability

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Operating margin17.7%-3.0pp
Net margin13.7%-2.1pp
FCF margin-4%-6.9pp

Returns & leverage

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Return on equity12.6%-3.6pp
Debt / equity0.6×+0.2×

Where this comes from

Reported directly by Virtus Investment Partners in its filing.

Tagged under the XBRL concept us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax.

The official record: Virtus Investment Partners’s 10-Q, filed May 8, 2026, on SEC EDGAR. View the filing →

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Questions, answered.

What is Virtus Investment Partners's retail separate accounts — revenue?
Virtus Investment Partners (VRTS) reported retail separate accounts — revenue of $47.32M in Q1 2026.
How has Virtus Investment Partners's retail separate accounts — revenue changed year-over-year?
Virtus Investment Partners's retail separate accounts — revenue decreased by 12.8% year-over-year, from $54.27M to $47.32M.
What is the long-term trend for Virtus Investment Partners's retail separate accounts — revenue?
Over 4 years (2021 to 2025), Virtus Investment Partners's retail separate accounts — revenue has grown at a 4.6% compound annual growth rate (CAGR), from $174.92M to $209.54M.
What does retail separate accounts — revenue mean?
This metric represents the total revenue generated from investment management and advisory services provided to individual retail clients through separate account structures. It reflects the firm's ability to attract and retain assets from high-net-worth individuals and retail investors seeking personalized portfolio management. Growth in this revenue stream indicates successful market penetration and the effectiveness of the firm's distribution strategy for its customized investment solutions.