Virtus Investment Partners, Inc. (VRTS)

In the past six months, Virtus Investment Partners' stock has been impacted by several events. Virtus reported a decrease in AUM from $169.3 billion to $159.5 billion due to market performance and net outflows. The company announced a quarterly cash dividend of $2.40 per share for the fourth quarter of 2025. Virtus completed the acquisition of a 35% minority interest in Crescent Cove Advisors, LP, and introduced the Virtus Silvant Growth Opportunities ETF and the Virtus AlphaSimplex Global Macro ETF. The share price declined by 25.11% from December 19, 2024, to December 18, 2025.

Specific information regarding the demand seasonality for Virtus Investment Partners' products and services is not explicitly detailed. The asset management industry, in general, can be influenced by broader market cycles, investor sentiment, and economic conditions, which may introduce some level of seasonality in demand for investment products and services. Market performance can impact AUM and net flows, and investment management firms may experience fluctuations in client activity and asset flows tied to economic cycles and investor behavior throughout the year.

Virtus Investment Partners, Inc. operates as a multi-manager asset management business, offering investment management and related services to individual and institutional clients. The company employs a multi-manager, multi-style approach, providing investment strategies from affiliated managers and select unaffiliated sub-advisers. Its major products and services include mutual funds, closed-end funds, retail separate accounts, exchange-traded funds (ETFs), variable insurance funds, UCITS, collective investment trusts (CITs), the CollegeAccess 529 Plan, and institutional investment management services.

Virtus Investment Partners, Inc. is headquartered in Hartford, Connecticut, U.S., with offices and investment professionals in various cities throughout the United States and internationally. Virtus established a Dublin-based UCITS in 2013, indicating an international presence. Its subsidiaries and other locations include Rampart Investment Management Company, LLC, RidgeWorth Holdings LLC, Ceredex Value Advisors LLC, Stone Harbor Investment Partners (UK) LLP, Virtus International Management LLP, Newfleet Asset Management, LLC, Zweig Advisers LLC, and AlphaSimplex Group, LLC.

In the past year, Virtus Investment Partners' brand reputation, as reflected by analyst sentiment, has been mixed. Brokerages covering Virtus had a consensus recommendation of "Reduce". Zacks Research lowered shares of Virtus Investment Partners from a "hold" rating to a "strong sell" rating. TD Cowen cut its price target and set a "hold" rating. Barclays decreased its price objective and set an "underweight" rating. Piper Sandler maintained an "overweight" recommendation.

Virtus Investment Partners' ownership structure is predominantly institutional, with institutional investors and hedge funds collectively owning a significant portion of the company's stock. Insiders also own a portion of the company's shares. Major institutional owners include BlackRock, Inc., Vanguard Group Inc., State Street Corp., Charles Schwab Investment Management Inc., Dimensional Fund Advisors Lp., Victory Capital Management Inc., and Vulcan Value Partners LLC. Phoenix Investment Management Co is noted as a significant individual shareholder.