Virtus Investment Partners, Inc.
NASDAQ:VRTS · NASDAQ Global Select
-$0.76 today
Vol 0.09M · Avg 0.11M
Management
Put operating results in leadership context
Review returns on capital, executive background, insider transactions, and growth quality to judge whether management is compounding value well.
Return Metrics
ROE, ROIC & ROA over time
ROE
14.8%
avg 13.5%
ROIC
2.5%
avg 3.6%
ROA
3.2%
avg 3.4%
Analysis
ROE is currently the strongest return metric at 14.8% versus its period average of 13.5%. 0 of 3 return metrics are above their quality threshold, which helps indicate how efficiently the company turns capital and assets into profit.
Management
Key executives, compensation & ownership
| Name | Title | Compensation | Tenure | Age | Shares Owned | Ownership % |
|---|---|---|---|---|---|---|
George Robert Aylward Jr. | President, Chief Executive Officer & Director | $3.11M | — | 62 | $291,376.52 | 4.36% |
Michael Aaron Angerthal | Executive Vice President, Chief Financial Officer, Principal Accounting Officer & Treasurer | $2.02M | — | 59 | $78,436.00 | 1.17% |
Richard William Smirl | Executive Vice President & Chief Operating Officer | $1.97M | — | 59 | $17,297.78 | 0.26% |
Barry Mitchell Mandinach | Executive Vice President & Head of Distribution | $1.69M | — | 70 | $11,315.00 | 0.17% |
Andra Cynthia Purkalitis | Executive Vice President, Chief Legal Officer, General Counsel & Corporate Secretary | $1.34M | — | 64 | $5,430.41 | 0.08% |
William Patrick Bradley | Executive Vice President of Fund Services | $908,750.00 | — | 54 | $10,350.59 | 0.15% |
Elizabeth Lieberman | Executive Vice President & Chief Human Resources Officer | $831,500.00 | — | 75 | $5,389.00 | 0.08% |
Sean Rourke | Vice President of Investor Relations | — | — | — | — | — |
Thomas Franco | Senior Managing Director & Head of Retail Sales | — | — | — | — | — |
Joe Fazzino | Vice President of Corporate Communications | — | — | — | — | — |
David Leon Albrycht | Portfolio Manager | — | — | — | $0.00 | <0.01% |
Joseph E. Maccone | Senior Managing Director & Head of Strategic Distribution | — | — | — | — | — |
Insider Trading
SEC Form 4 transactions — last 12 months
Buys
3
$524,362.50
Sells
7
$1.69M
Net Sentiment
$1.17M
Net selling
Most Active
Fleming Susan S.
5 transactions
Analysis
Insiders reported 3 buys worth $524,362.50 and 7 sells worth $1.69M over the last 12 months. That adds up to net selling of $1.17M. Fleming Susan S. was the most active insider with 5 transactions.
Growth Analysis
Historical CAGR & forward analyst estimates
| Metric | 10yr | 5yr | 3yr | Fwd Est. |
|---|---|---|---|---|
| EPS | N/A | N/A | -5.6% | +15.3% (13yr)1 analysts |
| Revenue | N/A | N/A | +10.9% | +4.8% (13yr)1 analysts |
| Net Income | N/A | N/A | -2.3% | +13.0% (13yr)1 analysts |
| EBIT | N/A | N/A | +10.0% | +11.5% (13yr)1 analysts |
Analysis
Recent growth has been strongest in Revenue at +10.9% over three years. Forward estimates point to EPS at +15.3% (13yr), giving you a quick check on whether expectations are accelerating or cooling.
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Who manages VRTS?
Virtus Investment Partners, Inc. (VRTS) lists 12 active executives. The top listed executive is Sean Rourke, Vice President of Investor Relations.
Are VRTS insiders buying or selling?
Recent insider activity shows net selling of $15.40M.
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