Virtus Investment Partners, Inc. (VRTS) Financials, Dividends & Stock Info
Explore comprehensive financial data for Virtus Investment Partners, Inc., provided completely free. Analyze revenue, net income, profit margins, dividend history, and key financial ratios to make informed investment decisions.
Data as of (573 days ago)|Source: SEC EDGAR
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Virtus Investment Partners, Inc. (VRTS) is a asset management & custody banks company. The company reports annual revenue of $878M and net income of $142M. Its profit margin is 16.1%.
Virtus Investment Partners, Inc. Key Financials(TTM Est.)
Data from SEC EDGAR filings. TTM = Trailing Twelve Months.
Virtus Investment Partners, Inc. Financial Health ScoreFY2025
Below average; significant concerns in multiple areas
-13 pts YoYThis Financial Health Score is a proprietary metric calculated from SEC EDGAR filings for educational and informational purposes only. It does not constitute investment advice or a recommendation to buy or sell any security. Results vary significantly by industry. Conduct your own research before making investment decisions.
Data Highlights
- Low Piotroski F-Score: 2/9 (multiple financial health concerns)
- Altman Z-Score 0.50 (distress zone, below 1.8 threshold)
- Low earnings quality (accrual-heavy earnings)
Data sourced from SEC EDGAR filings. Not investment advice.
Virtus Investment Partners, Inc. Recent Events
Source: SEC EDGAR 8-K Filings
5-Year Revenue & Net Income Trend
Chart shows fiscal year data from SEC EDGAR filings. Hover over data points for details.
As of FY2025 · SEC 10-K · Updated Jun 30, 2026
About Virtus Investment Partners, Inc.
Virtus Investment Partners, Inc. is an American company which operates as a multi-manager asset management business, comprising a number of individual affiliated managers, each having its own investment process and brand, and the services of unaffiliated sub advisers.
- Industry
- Asset Management & Custody Banks
Valuation
Valuation Data UnavailablePrice-based valuation metrics (P/E, P/B) require real-time stock price data which is not included in SEC filings.
Benjamin Graham: Graham recommended P/E ratio not exceed 15 for reasonable valuation. Understanding valuation metrics
Profitability
Positive Marginsvs 14.5% sector median / 17.4% avg
Generates $15.4 in profit for every $100 of shareholder equity. Higher than 53% in Financials.
vs 18.3% sector median / 17.2% avg
Keeps 16 cents of every dollar in revenue as profit. Higher than 41% in Financials.
* Some quarterly data is missing. Values are calculated based on annual report figures.
Profit margin of 16.1% is above 10%.
Warren Buffett: Buffett looks for consistent ROE above 20% as a sign of competitive advantage. How to evaluate profitability
Financial Health
Low Leveragevs 0.45 sector median / 0.52 avg
Carries $0.43 in debt for every $1 of equity. Lower debt than 62% in Financials. Debt has increased over the past 5 years.
Debt-to-equity ratio of 0.43 is below 0.5.
Peter Lynch: Lynch: normal balance sheet has 75% equity, 25% debt. Understanding financial health
Dividend
Dividend Data UnavailableDividend yield data is not available from SEC filings. Check the company's investor relations page for dividend information.
As of FY2025 · SEC 10-K · Updated Jun 30, 2026
Virtus Investment Partners, Inc. 10-Year Revenue, Profit & Cash Flow History
Annual Financials
FY2025 - FY2016| Metric | FY2025 | FY2024 | FY2023 | FY2022 | FY2021 | FY2020 | FY2019 | FY2018 | FY2017 | FY2016 |
|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $852.9M(-6.0%) | $906.9M(-7.4%) | $979.2M(+62.2%) | $603.9M(-38.3%) | $979.2M(+62.2%) | $603.9M(+362.0%) | $130.7M(+1.3%) | $129.0M(+61.7%) | $79.8M(-75.3%) | $322.6M(-17.1%) |
| Net Income | $136.0M(-10.8%) | $152.5M(-42.0%) | $262.8M(+119.1%) | $120.0M(-42.4%) | $208.1M(+160.3%) | $80.0M(+116.0%) | $37.0M(-23.7%) | $48.5M(+31.0%) | $37.0M(-23.7%) | $48.5M(-37.1%) |
| Total Assets | $4.3B | $4.0B | $3.7B | $4.0B | $3.9B | $3.5B | $3.2B | $2.9B | $2.6B | $824.4M |
| Total Debt | $390.0M | $232.1M | $253.4M | $255.0M | $266.3M | $201.2M | - | - | - | - |
| Total Equity | $934.0M | $897.5M | $863.9M | $817.0M | $828.3M | $711.1M | $675.7M | $629.9M | $588.6M | $321.7M |
| Profit Margin | 15.9% | 16.8% | 26.8% | 19.9% | 21.3% | 13.2% | 28.3% | 37.6% | 46.4% | 15.0% |
| ROE | 14.6% | 17.0% | 30.4% | 14.7% | 25.1% | 11.2% | 5.5% | 7.7% | 6.3% | 15.1% |
| ROA | 3.2% | 3.8% | 7.1% | 3.0% | 5.3% | 2.3% | 1.1% | 1.7% | 1.4% | 5.9% |
Quarterly Financials
Last 8 quarters| Metric | Q1 2026 | Q3 2025 | Q2 2025 | Q1 2025 | Q3 2024 | Q2 2024 | Q1 2024 | Q3 2023 |
|---|---|---|---|---|---|---|---|---|
| Revenue | $217.9M | $216.4M | $210.5M | $217.9M | $227.0M | $224.4M | $222.0M | $219.3M |
| Net Income | $28.1M | $31.3M | $42.7M | $28.1M | $49.1M | $26.0M | $37.9M | $38.2M |
| Total Assets | $4.3B | $3.9B | $3.7B | $3.7B | $3.6B | $3.6B | $3.5B | $3.8B |
As of FY2025 · SEC 10-K · Updated Jun 30, 2026
Insider Trading
Source: SEC EDGAR Form 4 filings. Only purchase (P) and sale (S) transactions shown.
Virtus Investment Partners, Inc. Dividend Safety Analysis & Growth History
Dividend Status
Dividend PayerThis company pays dividends. Historical dividend data shown below.
5-year dividend CAGR: +18.3%.
Annual Dividends
2016 - 2025| Metric | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|---|---|---|
| Dividend/Share | $1.80 | $1.80 | $2.00 | $2.44 | $2.98 | $4.64 | $6.30 | $7.10 | $8.30 | $6.90 |
| YoY Growth | +0.0% | +0.0% | +11.1% | +22.0% | +22.1% | +55.7% | +35.8% | +12.7% | +16.9% | -16.9% |
| Payments | 4 | 4 | 4 | 4 | 4 | 4 | 4 | 4 | 4 | 3 |
| Increased | No | No | Yes | Yes | Yes | Yes | Yes | Yes | Yes | No |
Learn more: Dividend investing guide | How to evaluate dividend safety
As of FY2025 · SEC 10-K · Updated Jun 30, 2026
Virtus Investment Partners, Inc. Free Cash Flow & Dividend Coverage
Cash Flow History
FY2016 - FY2025| Metric | FY2016 | FY2017 | FY2018 | FY2019 | FY2020 | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 |
|---|---|---|---|---|---|---|---|---|---|---|
| Operating CF | $20.9M | -$182.9M | $20.9M | -$182.9M | -$226.1M | $665.7M | -$226.1M | $665.7M | $1.8M | -$67.2M |
| CapEx | -$2.0M | -$1.5M | -$2.0M | -$1.5M | -$1.0M | -$5.8M | -$1.0M | -$5.8M | -$5.6M | -$6.9M |
| Free Cash Flow | $18.9M | -$184.4M | $18.9M | -$184.4M | -$227.1M | $659.9M | -$227.1M | $659.9M | -$3.8M | -$74.1M |
| FCF Margin | 5.9% | -231.1% | 14.6% | -141.0% | -37.6% | 67.4% | -37.6% | 67.4% | -0.4% | -8.7% |
Source: SEC EDGAR 10-K filings. FCF = Operating Cash Flow - Capital Expenditures. Free cash flow guide
As of FY2025 · SEC 10-K · Updated Jun 30, 2026
Virtus Investment Partners, Inc. Risk Factors
Company-disclosed SEC risk factors
Risk factors are disclosed by the company in its SEC Form 10-K, Item 1A. Billiver does not classify or summarize company-specific legal, operational, financial, or market risks here.
Sector context: Financials. This is not a Billiver risk assessment for VRTS.
Source note: the SEC Form 10-K includes Item 1A, "Risk Factors." The full risk-factor text should be read from the company’s own SEC filing.
Virtus Investment Partners, Inc. FAQ
What is Virtus Investment Partners, Inc.'s annual revenue?
Virtus Investment Partners, Inc. (VRTS) reported $878 million in trailing twelve-month (TTM) revenue. This financial data is compiled from SEC EDGAR 10-K filings.
Is Virtus Investment Partners, Inc. profitable?
Yes, Virtus Investment Partners, Inc. is profitable with a 16.1% net profit margin and $142 million in net income (TTM). All figures from SEC EDGAR 10-K filings.
Does Virtus Investment Partners, Inc. pay dividends?
Yes, Virtus Investment Partners, Inc. pays regular dividends. View the full dividend history and payout analysis on this page.
What is Virtus Investment Partners, Inc.'s financial health score?
Virtus Investment Partners, Inc. has a financial health score of 52/100 (Grade: D), evaluating profitability, solvency, liquidity, and growth based on SEC EDGAR data.
How many years of Virtus Investment Partners, Inc. financial data are available?
10 years of financial data are available for Virtus Investment Partners, Inc. from FY2016 to FY2025. All figures are compiled from SEC EDGAR 10-K filings.