VIRTUS INVESTMENT PARTNERS, INC. VRTS

Financials SIC 6282 - Investment Advice NAICS Finance and Insurance › Securities, Commodity Contracts, and Other Financial Investments and Related Activities › Other Financial Investment Activities › Portfolio Management and Investment Advice derived NYSE

Virtus Investment Partners, Inc. (the "Company"), a Delaware corporation, commenced operations on November 1, 1995 and became an independent publicly traded company on December 31, 2008.

We provide investment management and related services to institutions and individuals. We use a multi-manager, multi-style approach, offering investment strategies from our investment managers, each having its own distinct investment style, autonomous investment process and individual brand, as well as from select unaffiliated managers for certain of our funds. By offering a broad array of products, we believe we can appeal to a greater number of investors and have offerings across market cycles and through changes in investor preferences. Through our multi-manager model, we provide our investment managers with distribution, business and operational support.

Last close 119.31 2026-10-23
Market cap $790.2M 2026-06-30 share count
52-week range 117.44 - 175.66

Valuation FY2025 figures against the last close

P/S0.9x
P/E6.0x
P/FCF—
EV/EBITDA3.0x
Dividend yield8.2%
Diluted EPS19.97

Annual financial statements

Income statement

Fiscal year FY2025FY2024FY2023FY2022FY2021FY2020FY2019FY2018FY2017FY2016
Revenue $852.9M$906.9M$845.3M$886.4M$979.2M$603.9M$563.2M$552.2M$425.6M$322.6M
Total operating expenses $684.2M$724.5M$693.8M$688.9M$653.7M$460.7M$438.5M$439.1M$367.6M$271.7M
Operating income $168.7M$182.5M$151.5M$197.5M$325.5M$143.2M$124.7M$113.1M$58.0M$50.8M
Pre-tax income $187.2M$207.9M$186.6M$163.9M$353.7M$163.9M$140.7M$109.0M$80.4M$69.8M
Income tax $51.3M$55.4M$45.1M$57.3M$90.8M$43.9M$35.2M$33.0M$40.5M$21.0M
Net income $136.0M$152.5M$141.5M$106.6M$262.8M$120.0M$95.6M$75.5M$37.0M$48.5M
EPS, basic 20.2717.1918.0215.9027.1310.4912.549.374.096.34
EPS, diluted 19.9716.8917.7115.5026.0110.0211.748.863.966.20
Shares, diluted (wtd. avg.) 6.9M7.2M7.4M7.6M8.0M8.0M8.1M8.5M7.2M7.8M

Balance sheet

Fiscal year FY2025FY2024FY2023FY2022FY2021FY2020FY2019FY2018FY2017FY2016
Cash and equivalents $478.2M$400.3M$341.0M$589.2M$586.1M$339.8M$321.9M$254.7M$234.3M$83.7M
Property, plant and equipment $21.9M$22.7M$26.2M$19.1M$12.5M$14.5M$18.1M$20.2M$10.8M$7.7M
Goodwill $397.1M$397.1M$397.1M$348.8M$338.4M$290.4M$290.4M$290.4M$170.2M$6.8M
Other intangibles $327.4M$378.2M$432.1M$442.5M$500.6M$280.3M$310.4M$338.8M$302.0M$38.4M
Total assets $4.29B$3.99B$3.68B$3.95B$3.93B$3.47B$3.20B$2.87B$2.59B$824.4M
Long-term debt $390.0M$232.1M$253.4M$255.0M$266.3M$201.2M————
Total liabilities $3.25B$2.99B$2.71B$3.02B$2.96B$2.63B$2.45B$2.17B$1.98B$465.4M
Retained earnings $340.9M$268.2M$207.4M$130.3M$61.0M-$135.3M-$215.2M-$310.9M-$386.2M-$424.3M
Total equity $934.0M$897.5M$868.3M$822.9M$836.6M$720.9M$686.3M$643.9M$605.2M$321.7M

Cash flow

Fiscal year FY2025FY2024FY2023FY2022FY2021FY2020FY2019FY2018FY2017FY2016
Operating cash flow -$67.2M$1.8M$237.2M$132.7M$665.7M-$226.1M-$36.7M-$62.6M-$182.9M$20.9M
Depreciation and amortisation $63.6M$69.0M$70.0M$68.6M$50.8M$38.9M$39.6M$33.4M$18.3M$5.8M
Stock-based compensation $24.0M$32.8M$26.8M$24.0M$26.2M$21.5M$22.2M$23.1M$20.3M$11.9M
Capital expenditure $6.9M$5.6M$8.8M$6.6M$5.8M$1.0M$7.6M$11.7M$1.5M$2.0M
Investing cash flow -$47.3M-$17.0M-$129.7M-$27.5M-$175.0M$8.7M$4.4M-$121.2M-$417.0M$3.1M
Financing cash flow $191.0M$74.9M-$356.1M-$102.1M-$244.4M$235.3M$99.6M$204.2M$750.5M-$48.1M
Dividends paid $64.6M$58.1M$52.0M$47.3M$31.4M$22.8M$17.0M$14.0M$12.6M$13.8M
Buybacks $60.0M$44.9M$45.0M$90.0M$57.5M$32.5M$40.0M$27.5M$7.5M$233.8M

Figures as tagged in each year's own filing, in US dollars. A year restated by a later filing shows the restated figure. Capital expenditure, dividends and buybacks are cash out, shown positive. A line the filer does not report is not listed. Latest from accession 0001193125-26-145685.

Plot the figures US dollars

Income statement Revenue Cost of revenue Gross profit R&D SG&A Total operating expenses Operating income Interest expense Pre-tax income Income tax Net income EPS, basic EPS, diluted Shares, diluted (wtd. avg.)
Balance sheet Cash and equivalents Short-term investments Receivables Inventory Total current assets Property, plant and equipment Goodwill Other intangibles Total assets Accounts payable Short-term debt Total current liabilities Long-term debt Total liabilities Retained earnings Total equity
Cash flow Operating cash flow Depreciation and amortisation Stock-based compensation Capital expenditure Investing cash flow Financing cash flow Dividends paid Buybacks
  • Revenue
  • Gross profit
  • Net income
Revenue, Gross profit, Net income by fiscal year, in US dollars The same figures are in the table below this chart. 0 250M 500M 750M 1B Revenue, FY2016: 322.6M Net income, FY2016: 48.5M Revenue, FY2017: 425.6M Net income, FY2017: 37M Revenue, FY2018: 552.2M Net income, FY2018: 75.5M Revenue, FY2019: 563.2M Net income, FY2019: 95.6M Revenue, FY2020: 603.9M Net income, FY2020: 120M Revenue, FY2021: 979.2M Net income, FY2021: 262.8M Revenue, FY2022: 886.4M Net income, FY2022: 106.6M Revenue, FY2023: 845.3M Net income, FY2023: 141.5M Revenue, FY2024: 906.9M Net income, FY2024: 152.5M Revenue, FY2025: 852.9M Net income, FY2025: 136M FY2016 FY2017 FY2018 FY2019 FY2020 FY2021 FY2022 FY2023 FY2024 FY2025
Fiscal year FY2016FY2017FY2018FY2019FY2020FY2021FY2022FY2023FY2024FY2025
Revenue $322.6M $425.6M $552.2M $563.2M $603.9M $979.2M $886.4M $845.3M $906.9M $852.9M
Gross profit — — — — — — — — — —
Net income $48.5M $37.0M $75.5M $95.6M $120.0M $262.8M $106.6M $141.5M $152.5M $136.0M

Recent filings and events

  • Officer or director change Someone at the top arrived or left. The item covers everything from a board retirement to a chief executive being removed, and only the filing itself says which. Item 5.02
  • Results announced The quarterly or annual earnings release. Arrives four times a year from almost every company here. Item 2.02
  • Shareholder vote The results of the annual meeting or a special vote. Item 5.07
  • Results announced Item 2.02
  • Regulation FD disclosure Something the company told the market and had to tell everyone at once - usually a slide deck or a press release. Item 7.01
  • Acquisition or disposal completed A purchase or sale of a significant business or asset has closed. Item 2.01
  • Regulation FD disclosure Item 7.01
  • Annual report filed A new 10-K. The figures and the business description on this site come from it. Form 10-K
  • Results announced Item 2.02
  • Other event The catch-all. The company chose to disclose something that fits no other item, so the content is whatever it says it is. Item 8.01
  • Material agreement signed The company entered an agreement outside the ordinary course of business - a large contract, a credit facility, a merger agreement. Item 1.01
  • Regulation FD disclosure Item 7.01

Item numbers are Form 8-K's own, and a filing date is up to four business days after the thing it reports. The same feed across the whole market.

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