Virtus Investment Partners, Inc. (VRTS)

In the past six months, Virtus Investment Partners' stock has been impacted by several events. The company announced a decrease in profit in the Q3 2025 earnings report, missing Street estimates. Virtus Investment Partners increased its quarterly common stock dividend by 7% to $2.40 per share. Preliminary AUM was reported at $169.3 billion on September 30, 2025, a slight decrease from the previous month. Preliminary AUM declined to $170.63 billion on August 31, 2025. Preliminary AUM was $170.8 billion on July 31, 2025. AUM climbed 4.6% from May and 8.7% from March 31, reaching $168.3 billion in June 2025. Several analysts maintained "Hold" or "Underweight" ratings and lowered price targets for VRTS. As of October 20, 2025, VRTS stock had fallen by -7.39% in the last week, -9.84% in the last month, and -23.42% over the last year.

Specific information detailing the demand seasonality for Virtus Investment Partners' products and services is not readily available. The company's AUM reports show fluctuations, but these are attributed to market performance and net flows rather than explicit seasonal demand for their investment products.

Virtus Investment Partners, Inc. (VRTS) is an asset management company that offers investment products and services to individual and institutional clients, operating with a multi-manager approach. The firm operates in the Financials sector, specifically in the Asset Management or Investment Managers industry. The company's offerings include separate client-focused equity and fixed income portfolios, mutual funds, exchange-traded funds (ETFs), variable insurance funds, retail separately managed accounts, and institutional investment management services. The company invests across public equity, fixed income, and real estate markets, and also utilizes exchange-traded funds.

Virtus Investment Partners is headquartered in Hartford, Connecticut, in the United States. The company has offices and investment professionals in various cities throughout the United States and has an international presence, including a Dublin-based UCITS established in 2013.

In the past year, Virtus Investment Partners has issued a public warning regarding company imposters and fraudsters using the firm's brand to scam others. The company explicitly states that neither Virtus nor its investment managers offer direct investment opportunities through social media platforms and advises caution against unsolicited investment proposals. Older events that impacted reputation include a lawsuit filed in 2015 alleging securities law violations related to misleading statements about the AlphaSector funds' past track record, which settled in 2018.

Virtus Investment Partners, Inc. exhibits a high level of institutional ownership, with institutions holding between 80.52% and 84.01% of the company's stock. Insider ownership is relatively lower, ranging from 6.20% to 6.3%.