Virtus Investment Partners, Inc.

Virtus Investment Partners, Inc.

VRTSยทNASDAQ

$140.93

-4.3%
Financial ServicesAsset Management

Virtus Investment Partners, Inc. is a publicly owned investment manager. The firm primarily provides its services to individual and institutional clients. It launches separate client focused equity and fixed income portfolios. The firm launches equity, fixed income, and balanced mutual funds for its clients. It invests in the public equity, fixed income, and real estate markets. The firm also invests in exchange traded funds. It employs a multi manager approach for its products. The firm employs quantitative analysis to make its investments. It benchmarks the performance of its portfolios against the S&P 500 Index. The firm conducts in-house research to make its investments. Virtus Investment Partners, Inc. was founded in 1988 and is based in Hartford, Connecticut.

At a Glance

Live Snapshot
Market Cap$941.71M
EPS20.2700
P/E Ratio6.95
Earnings Date07/24/2026
3Y-6.0%
5Y+38.0%
10Y+158.0%
3Y+18.0%
5Y+73.0%
10Y+185.0%
3Y-151.0%
5Y-70.0%
10Y-320.0%
Virtus Investment Partners, Inc.

Virtus Investment Partners, Inc. Profit Bridge

VRTS ยท NASDAQ
Revenue830.59M
Cost of Goods Sold (208.59M)
Gross Profit622.00M
Operating Expenses (477.12M)
Operating Income144.88M
Interest Expense (162.38M)
Other Income/Expense42.37M
Pretax Income187.25M
Income Tax (51.26M)
Net Income138.40M
Net Income
138.40M

Profitability Analysis

Gross Margin

74.9%

Exceptional pricing power and cost management. The company retains over half of revenue after direct costs.

Operating Margin

17.4%

Healthy operating margins demonstrate effective cost control and strong business fundamentals.

Net Profit Margin

16.7%

Strong net margins indicate efficient operations and favorable tax/interest management.

Effective Tax Rate

27.4%

Higher tax burden may reflect limited tax optimization or operations in high-tax jurisdictions.

Profitability Insight

High margin compression: Large gap between gross and net margins suggests operational inefficiencies or heavy debt burden. Focus on expense management and deleveraging.

Virtus Investment Partners, Inc. Income Statement

VRTS โ€ข NASDAQ

Virtus Investment Partners, Inc. Income StatementDec 2025Dec 2024Dec 2023Dec 2022Dec 2021Dec 2020Dec 2019Dec 2018Dec 2017Dec 2016Dec 2015Dec 2014Dec 2013Dec 2012Dec 2011Dec 2010Dec 2009Dec 2008Dec 2007Dec 2006
REVENUE
830.6M
902.8M
841.5M
881.7M
974.7M
603.2M
562.3M
551.4M
424.4M
321.7M
380.2M
448.6M
387.7M
278.5M
204.7M
144.6M
117.2M
178.3M
226.2M
218.6M
GROSS PROFIT
(208.6M)
(432.6M)
(404.7M)
(371.3M)
(358.2M)
(267.3M)
(240.5M)
(238.5M)
(191.4M)
(135.6M)
(137.1M)
(139.8M)
(131.8M)
(105.6M)
(152.7M)
(98.4M)
(33.7M)
(70.5M)
(0.0)
(0.0)
622M
470.2M
436.7M
510.5M
616.4M
335.9M
321.7M
312.8M
233M
186.1M
243.1M
308.8M
255.9M
172.9M
51.9M
46.1M
83.5M
107.8M
226.2M
218.6M
OPERATING INCOME
(477.1M)
(287.7M)
(285.3M)
(313M)
(291M)
(191.6M)
(194.7M)
(199.7M)
(164.4M)
(131M)
(162.7M)
(177.8M)
(142.2M)
(110.9M)
(188.7M)
(35.2M)
(122.7M)
(196M)
(220.2M)
(262.5M)
(162.3M)
(170.5M)
(96.8M)
(112.6M)
(141M)
(77M)
(82.1M)
(92.4M)
(72M)
(69M)
(89.7M)
(123.7M)
(97.8M)
(72.2M)
(152.7M)
(28.3M)
(87.1M)
(124.4M)
(144.6M)
(139M)
144.9M
182.5M
151.5M
197.5M
325.5M
144.3M
248.6M
113.1M
58M
50.8M
80.4M
130.7M
113.5M
60.4M
13.9M
9.3M
-6.6M
-581.8M
5.3M
-105.6M
PRE-TAX INCOME
(162.4M)
(183.3M)
(178.8M)
(93.4M)
(69.6M)
(97.3M)
(111.5M)
(84.2M)
(47.3M)
(12M)
(523K)
(537K)
(782K)
(854K)
(782K)
(983K)
(1.8M)
(2.6M)
(26.7M)
-31.2M
37.4M
33.9M
31.4M
18.4M
21.8M
13.7M
7.7M
19.1M
4.2M
10.2M
13.9M
8.4M
2.5M
433K
-461K
-324K
-1.2M
-1.7M
-25.1M
0.0
(314.8M)
(117.2M)
(188.5M)
(200.4M)
(149.9M)
(114.6M)
(112.6M)
(3.3M)
(1.6M)
(1.1M)
(898K)
(891K)
(74K)
-38K
-450K
(6.9M)
(35.6M)
(71.6M)
(75.6M)
(123.5M)
42.4M
25.4M
35.1M
-33.6M
28.2M
19.6M
-107.9M
-4.1M
22.4M
19M
-12.7M
5.6M
8.4M
4.4M
-911K
884K
260K
-8.8M
-25.4M
31.2M
187.2M
207.9M
186.6M
163.9M
353.7M
163.9M
140.7M
109M
80.4M
69.8M
67.6M
136.3M
121.9M
64.8M
13M
10.2M
-6.4M
-590.6M
-20.1M
-74.4M
NET INCOME
(51.3M)
(55.4M)
(45.1M)
(57.3M)
(90.8M)
(43.9M)
(35.2M)
(33M)
(40.5M)
(21M)
(37M)
(39.3M)
(44.8M)
(27M)
-132.4M
(513K)
(121K)
-61.5M
-6M
-26.8M
138.4M
121.7M
130.6M
117.5M
208.1M
80M
95.6M
75.5M
37M
48.5M
35.1M
97.7M
75.2M
37.7M
145.4M
9.6M
-6.5M
-529.1M
-14.2M
-47.6M

SEC Filings

VRTS - Filing history and reports

Filing TypeFiling DatePeriod EndingFiscal YearActions
8-K

8-K 2026

N/A

May 20, 2026
May 20, 2026
2026
8-K/A

8-K/A 2026 (Amended)

N/A

May 14, 2026
March 01, 2026
2026
10-Q

10-Q 2026 Q1

Q1

May 08, 2026
March 31, 2026
2026
8-K

8-K 2026

N/A

May 01, 2026
May 01, 2026
2026
8-K

8-K 2026

N/A

April 17, 2026
April 17, 2026
2026
DEF 14A

DEF 14A 2026

N/A

April 07, 2026
May 20, 2026
2026
8-K

8-K 2026

N/A

March 02, 2026
March 01, 2026
2026
10-K

10-K 2025 FY

FY

February 27, 2026
December 31, 2025
2025
8-K

8-K 2026

N/A

February 06, 2026
February 06, 2026
2026
8-K

8-K 2025

N/A

December 16, 2025
December 16, 2025
2025
Showing 1 to 10 of 276 filings