Virtus Investment Partners

Virtus Investment Partners, Inc. is an asset management company, which engages in the provision of investment management and related services to individuals and institutions. It offers financial solutions and products such as mutual funds, managed accounts, institutional, closed-end funds, Virtus variable insurance trust funds, and other portfolio. The company was founded on November 1, 1995, and is headquartered in Hartford, CT.

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Earnings data Q3 2024

Earnings data Q4 2024

Virtus Investment Partners reports mixed Q4 performance, eyes global expansion

Virtus Investment Partners showed mixed performance with AUM growth despite net outflows and a decline in operating income.
Strong investment performance and capital management highlight key strengths, while challenges in profitability and operational efficiency persist.
Opportunities lie in strategic partnerships, growth strategies, and global expansion efforts for future success.

Virtus Investment Partners reports strong Q1 performance and growth opportunities

Virtus Investment Partners delivered a solid performance in Q1 2023 with improved fund flows, strong investment performance, and a well-positioned balance sheet.
While facing challenges such as net outflows and lower institutional sales, the company's strengths in diversified AUM and fee stability position it well for growth.
Opportunities lie in leveraging positive net flows, enhancing client retention strategies, and exploring revenue-generating avenues for sustained success.

Virtus Investment Partners reports robust Q2 earnings and growth strategies

Virtus Investment Partners delivered a strong performance in Q2 2023, marked by significant growth in assets under management, sales, and operating margin. The company's focus on capital management, growth initiatives, and shareholder value creation underscores its commitment to long-term success. While facing challenges in fee rates and market dynamics, Virtus is well-positioned to seize opportunities for expansion and innovation.

Virtus Investment Partners reports improved earnings, focuses on international expansion

Virtus Investment Partners delivered a solid performance in Q3 2023, with improved operating margin and earnings per share. While facing challenges in institutional fund outflows, the company is leveraging strengths in retail sales and strategic investments to drive growth. Opportunities lie in international expansion and the growth of the ETF platform.

Virtus Investment Partners reports stable Q4 performance amidst growth focus

Virtus Investment Partners showed resilience in managing assets and sales growth despite challenges in outflows and fee reduction.
Efficient cost control and debt management position the company well for future stability and growth opportunities.
Strategies to address institutional outflows and enhance fee generation can further strengthen financial performance.
Overall, Virtus remains focused on expanding its market presence and optimizing operational efficiency for sustained success.

Virtus Investment Partners excels in Q1 2024, eyes strategic growth

Virtus Investment Partners delivered a robust performance in Q1 2024, marked by significant growth in assets under management, sales, and earnings per share, supported by positive net flows and operational improvements.
The company's strong reputation, diversified product offerings, and strategic financial management underscore its resilience and potential for future growth, despite facing challenges related to outflows and strategic decision-making.
With a focus on enhancing shareholder value and exploring growth opportunities, Virtus is well-positioned to navigate challenges, capitalize on opportunities, and drive sustainable long-term success in the competitive asset management industry.

Virtus Investment Partners reports resilient Q2 performance amid market challenges

Virtus Investment Partners demonstrated resilience and growth in key segments despite challenges in net outflows and market performance.
Strategic actions to maintain capital flexibility and enhance shareholder value underscore the company's commitment to sustainable growth.
Addressing market dynamics, exploring M&A opportunities, and refining pricing strategies can position Virtus for future success and market leadership.

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HARTFORD, Conn.--(BUSINESS WIRE)--Virtus Investment Partners, Inc. (NYSE: VRTS), which operates a multi-boutique asset management business, today announced that its Board of Directors has declared a quarterly cash dividend of $2.25 per common share for the fourth quarter of 2024. The dividend will be paid on February 12, 2025 to shareholders of record at the close of business on January 31, 2025. Future declarations of dividends will be subject to the approval of the Board of Directors. About V.

Virtus Investment Partners Declares Quarterly Cash Dividend on Common Stock

HARTFORD, Conn.--(BUSINESS WIRE)--Virtus Investment Partners (NYSE: VRTS), which operates a multi-boutique asset management business, today announced that John C. Weisenseel, who has more than 20 years of experience in senior financial leadership roles, has been appointed to the company's Board of Directors and to its Audit Committee. Weisenseel, 64, retired as senior vice president and chief financial officer of AllianceBernstein LP, where he supervised all global finance activities for the pu.

Virtus Investment Partners Announces Appointment of Board Member

HARTFORD, Conn.--(BUSINESS WIRE)--Virtus Investment Partners, Inc. (NYSE: VRTS) today reported preliminary assets under management (AUM) of $186.8 billion and other fee earning assets of $2.4 billion for total client assets of $189.1 billion as of November 30, 2024. The increase in AUM from October 31, 2024 primarily reflects market performance and positive net flows in retail separate accounts, partially offset by net outflows in open-end funds and institutional accounts. Preliminary average A.

Virtus Investment Partners Reports Preliminary November 30, 2024 Assets Under Management

Virtus SEIX AAA Private Credit CLO ETF

NEW YORK--(BUSINESS WIRE)--Virtus Investment Partners, Inc. (NYSE: VRTS) has expanded its offerings of distinctive, actively managed exchange-traded funds with the introduction of the Virtus Seix AAA Private Credit CLO ETF, (NYSE Arca: PCLO), the second ETF managed by Seix Investment Advisors. The Virtus Seix AAA Private Credit CLO ETF, the first ETF to focus on private credit collateralized loan obligations (CLOs), primarily seeks to invest in the strongest and most undervalued AAA rated priva.

Virtus Introduces Virtus Seix AAA Private Credit CLO ETF

VRTS reports a 2.4% decrease in the AUM balance for October 2024 due to market depreciation.

Virtus Investment's October AUM Balance Dips, Stock Down 1%

HARTFORD, Conn.--(BUSINESS WIRE)--Virtus Investment Partners, Inc. (NYSE: VRTS) today reported preliminary assets under management (AUM) of $179.4 billion and other fee earning assets of $2.3 billion for total client assets of $181.7 billion as of October 31, 2024. The decrease in AUM from October 31, 2024 primarily reflects market performance and net outflows due to open-end funds and institutional accounts, partially offset by positive net flows in retail separate accounts. Preliminary averag.

Virtus Investment Partners Reports Preliminary October 31, 2024 Assets Under Management

Virtus Investment Partners, Inc. (NYSE:VRTS ) Q3 2024 Earnings Call Transcript October 25, 2024 10:00 AM ET Company Participants Sean Rourke - IR George Aylward - President and CEO Mike Angerthal - CFO Conference Call Participants Crispin Love - Piper Sandler Annalei Davis - Morgan Stanley Bill Katz - TD Cowen Ben Budish - Barclays Operator Good morning. My name is Dede, and I will be your conference operator today.

Virtus Investment Partners, Inc. (VRTS) Q3 2024 Earnings Call Transcript

Virtus Investment Partners (VRTS) came out with quarterly earnings of $6.92 per share, beating the Zacks Consensus Estimate of $6.81 per share. This compares to earnings of $6.21 per share a year ago.

Virtus Investment Partners (VRTS) Tops Q3 Earnings Estimates

HARTFORD, Conn.--(BUSINESS WIRE)--Virtus Investment Partners, Inc. (NYSE: VRTS) today reported financial results for the three months ended September 30, 2024.   Financial Highlights (Unaudited) (in millions, except per share data or as noted)     Three Months Ended       Three Months Ended       9/30/2024   9/30/2023   Change   6/30/2024   Change U.S. GAAP Financial Measures                   Revenues $ 227.0   $ 219.3   4%   $ 224.4   1% Operating expenses $ 171.8   $ 174.4   (1%)   $ 180.2  .

Virtus Investment Partners Announces Financial Results for Third Quarter 2024

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6 Upcoming Dividend Increases

Dividends are one of the best benefits to being a shareholder, but finding a great dividend stock is no easy task. Does Virtus Investment Partners (VRTS) have what it takes?

Virtus Investment Partners (VRTS) is a Top Dividend Stock Right Now: Should You Buy?

Virtus (VRTS) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

Virtus Investment Partners (VRTS) Earnings Expected to Grow: What to Know Ahead of Next Week's Release

NEW YORK--(BUSINESS WIRE)--Virtus Investment Partners, Inc. (NYSE: VRTS) has expanded its offerings of distinctive, actively managed exchange-traded funds with the introduction of the Virtus KAR Mid-Cap ETF, (NYSE: KMID), the first ETF strategy managed by Kayne Anderson Rudnick (KAR). The Virtus KAR Mid-Cap ETF is an actively managed, concentrated portfolio consisting of 25-35 high-quality mid-cap stocks, selected using KAR's disciplined and rigorous business-analyst approach to fundamental res.

Virtus Introduces Virtus KAR Mid-Cap ETF

HARTFORD, Conn.--(BUSINESS WIRE)--Virtus Investment Partners, Inc. (NYSE: VRTS), which operates a multi-boutique asset management business, today announced that it will release its financial results for the third quarter of 2024 before the market opens on Friday, October 25, 2024. George R. Aylward, president and chief executive officer, and Michael A. Angerthal, executive vice president and chief financial officer, will host a conference call and webcast with the investment community at 10:00.

Virtus Investment Partners to Announce Third Quarter 2024 Results on Friday, October 25

HARTFORD, Conn.--(BUSINESS WIRE)--Virtus Investment Partners, Inc. (NYSE: VRTS) today reported preliminary assets under management (AUM) of $183.7 billion and other fee earning assets of $2.4 billion for total client assets of $186.1 billion as of September 30, 2024. The increase in AUM from June 30, 2024 primarily reflects market performance and positive net flows in retail separate accounts, partially offset by net outflows in institutional accounts and open-end funds. Preliminary average AUM.

Virtus Investment Partners Reports Preliminary September 30, 2024 Assets Under Management

Virtus Investment Partners (VRTS) Could Be a Great Choice

HARTFORD, Conn.--(BUSINESS WIRE)--Virtus Investment Partners, Inc. (NYSE: VRTS) today reported preliminary assets under management (AUM) of $180.5 billion and other fee earning assets of $2.6 billion for total client assets of $183.1 billion as of August 31, 2024. The increase in AUM from July 31, 2024 primarily reflects market performance and positive net flows in retail separate accounts, partially offset by net outflows in institutional accounts and open-end funds. Preliminary average AUM fo.

Virtus Investment Partners Reports Preliminary August 31, 2024 Assets Under Management

Virtus Investment (VRTS) increases its quarterly cash dividend to $2.25, marking an increase of 18%.

Virtus Investment (VRTS) Hikes Its Quarterly Dividend by 18%

HARTFORD, Conn.--(BUSINESS WIRE)--Virtus Investment Partners, Inc. (NYSE: VRTS), which operates a multi-boutique asset management business, today announced that its Board of Directors has declared a quarterly common stock cash dividend of $2.25 per share, representing an 18% increase from the previous quarterly dividend of $1.90 per share. "We are pleased to raise our dividend for the seventh consecutive year, reflecting the strength and stability of our financial position and confidence in our.

Virtus Investment Partners Increases Quarterly Common Stock Dividend 18% to $2.25 Per Share

HARTFORD, Conn.--(BUSINESS WIRE)--Virtus Investment Partners, Inc. (NYSE: VRTS) today reported preliminary assets under management (AUM) of $178.1 billion and other fee earning assets of $2.5 billion for total client assets of $180.6 billion as of July 31, 2024. The increase in AUM from June 30, 2024 primarily reflects market performance and positive net flows in retail separate accounts, partially offset by net outflows in institutional accounts and open-end funds. Preliminary average AUM for.

Virtus Investment Partners Reports Preliminary July 31, 2024 Assets Under Management

Virtus Investment Partners, Inc. (NYSE:VRTS ) Q2 2024 Earnings Conference Call July 26, 2024 10:00 AM ET Company Participants Sean Rourke - IR George Aylward - CEO Mike Angerthal - CFO Conference Call Participants Crispin Love - Piper Sandler Bradley Hays - TD Cowen Michael Cyprys - Morgan Stanley Operator Good morning. My name is Dede, and I will be your conference operator today.

Virtus Investment Partners, Inc. (VRTS) Q2 2024 Earnings Call Transcript

Virtus Investment Partners (VRTS) came out with quarterly earnings of $6.53 per share, missing the Zacks Consensus Estimate of $6.61 per share. This compares to earnings of $5.43 per share a year ago.

Virtus Investment Partners (VRTS) Q2 Earnings and Revenues Lag Estimates

HARTFORD, Conn.--(BUSINESS WIRE)--Virtus Investment Partners, Inc. (NYSE: VRTS) today reported financial results for the three months ended June 30, 2024.   Financial Highlights (Unaudited) (in millions, except per share data or as noted)       Three Months Ended       Three Months Ended       6/30/2024   6/30/2023   Change   3/31/2024   Change U.S. GAAP Financial Measures                   Revenues $ 224.4     $ 213.5     5 %   $ 222.0     1 % Operating expenses $ 180.2     $ 174.5     3 %   $.

Virtus Investment Partners Announces Financial Results for Second Quarter 2024

Virtus (VRTS) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

Virtus Investment Partners (VRTS) Earnings Expected to Grow: Should You Buy?

HARTFORD, Conn.--(BUSINESS WIRE)--Virtus Investment Partners, Inc. (NYSE: VRTS), which operates a multi-boutique asset management business, today announced that it will release its financial results for the second quarter of 2024 before the market opens on Friday, July 26, 2024. George R. Aylward, president and chief executive officer, and Michael A. Angerthal, executive vice president and chief financial officer, will host a conference call and webcast with the investment community at 10:00 a.

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