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Companies / Financials / Virtus Investment Partners, Inc.
VRTS

Virtus Investment Partners, Inc.

FinancialsBanks & Brokers
Ticker VRTSHARTFORD, CTFiscal year ends DecemberBook value per share $139.18Diluted shares 6.8M

Virtus Investment Partners, Inc. (NYSE: VRTS) provides investment management and related services to individual and institutional investors. Its multi-manager model brings together investment managers with distinct styles and investment processes, supported by shared distribution, business and operational services; it… From the company’s description.

Over the twelve months to Jun 30, 2026, Virtus Investment Partners, Inc. reported revenue of $825.30M, down 7.2% from a year earlier, and net income of $115.95M. Its pre-tax margin was 15.7%. In fiscal 2025, it reported revenue of $852.87M, down 6.0% from fiscal 2024, and net income of $135.99M.

Fiscal year 2025 · ends 12-31Changes are against fiscal 2024The amber dot is the latest twelve months, to 2026-06-30
Sales & profitability
$852.87MFY2025
−6.0% year over year
Last 12 mo $825.30M
19.78%FY2025
−0.3 percentage points
Last 12 mo 15.71%
$135.99MFY2025
−10.8% year over year
Last 12 mo $115.95M
14.87%FY2025
+1.2 percentage points
Last 12 mo 13.01%
Cash & financing
$-67.20MFY2025
−3929.0% year over year
Last 12 mo $-45.84M
$-74.09MFY2025
−1837.5% year over year
Last 12 mo $-51.90M
2.94FY2025
Was 2.68× a year earlier
Last 12 mo 3.05
6.9MFY2025
−3.9% year over year
Last 12 mo 6.8M

Margins and return on equity change in ; everything else in percent. Fewer shares and less debt are shown plainly, not as bad news — it depends what you make of buybacks. Dotted labels explain each measure. is shown separately from the annual figures.

What Virtus Investment Partners, Inc. does

In the company’s own words

Virtus Investment Partners, Inc. (NYSE: VRTS) provides investment management and related services to individual and institutional investors. Its multi-manager model brings together investment managers with distinct styles and investment processes, supported by shared distribution, business and operational services; it also uses select unaffiliated managers for certain funds. Strategies span equity, fixed income, multi-asset and alternatives, and are offered through mutual funds, exchange-traded funds, closed-end funds, separate accounts and wealth advisory services. Customers include retail investors, high-net-worth individuals, corporations, retirement funds, public employee systems, foundations and endowments. Investment managers include Kayne Anderson Rudnick, Duff & Phelps, Newfleet, Seix, Stone Harbor and Sustainable Growth Advisers. Virtus earns most of its revenue from asset-based fees for investment management and related services. At December 31, 2025, it managed $159.5 billion in assets and employed 801 people. The company began operations in 1995 and became an independent public company in 2008. Its website is www.virtus.com.

Company details
Sector
Financials
Industry (SIC)
Banks & Brokers
Headquarters
HARTFORD, CT
Fiscal year end
December
CIK
883237
SIC
6282

Financial performance, year by year

Fiscal 2011–2025 · USD
$-97.92M$195.85M$489.62M$783.39M$1.08B201120122013201420152016201720182019202020212022202320242025Last 12 moLast 12 monthsLast 12 months

The full income statement, balance sheet and cash flow for each of these years — every figure traceable to its filing — is on the Financials tab with a free account.

Ownership

Who owns Virtus Investment Partners, Inc. — and what changed

Funds as of 2026Q2 · superinvestors as of 2026-06-30

256
funds hold it
0 of 35
superinvestors hold it
$470.74M
held by funds, at market
49.4%
of shares held by funds

Largest fund holders · Virtus Investment Partners, Inc.’s weight in each

iShares Core S&P Small-Cap ETF
IJR · iShares Trust
0.05%of fund net assets
VANGUARD TOTAL STOCK MARKET INDEX FUND
VTI · VANGUARD INDEX FUNDS
0.00%of fund net assets
iShares Russell 2000 ETF
IWM · iShares Trust
0.03%of fund net assets
Avantis U.S. Small Cap Value ETF
AVUV · American Century ETF Trust
—of fund net assets
Schwab U.S. Dividend Equity ETF
SCHD · SCHWAB STRATEGIC TRUST
—of fund net assets

Fund ownership is a floor, not a census — pensions, insurers and people holding shares directly are not visible here.

Fund ownership counts N-PORT filers only, so it is a floor rather than a census — pensions, insurers and direct holders are not visible here, and the remainder is not “held by individuals”.

Every fund and institutional holder, quarter by quarter, is on the Ownership tab with a free account.

Connected research

Put this business in context.

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  • “How do Virtus Investment Partners, Inc. and its peers compare on margins and cash generation over ten years?”
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