Virtus Investment Partners declares $2.40 quarterly dividend By Investing.com
Virtus Investment Partners has announced a quarterly cash dividend of $2.40 per common share for the second quarter of 2026, payable on August 14, 2026, to shareholders of record on July 31, 2026. This decision follows a strong first quarter where the company surpassed earnings and revenue expectations, and reported increased assets under management. However, Morgan Stanley recently adjusted its price target downwards due to a revised outlook on second-quarter adjusted earnings per share.
Virtus Investment Partners Declares Quarterly Cash Dividend on Common Stock
Virtus Investment Partners (NYSE: VRTS) has declared a quarterly cash dividend of $2.40 per common share for the second quarter of 2026. The dividend is scheduled to be paid on August 14, 2026, to shareholders of record as of July 31, 2026. Future dividend declarations will be contingent on Board of Directors' approval.
Virtus Shareholders Affirm Board, Auditors and Executive Pay
At its annual meeting, Virtus Investment Partners (VRTS) shareholders re-elected all directors, ratified Deloitte & Touche LLP as auditor, and approved the executive compensation program. This indicates strong shareholder support for the current governance and management’s strategic direction. Despite this, TipRanks’ AI Analyst, Spark, rates VRTS as Neutral due to concerns like weakened cash flow and AUM decline, offset by solid profitability and a high dividend yield.
Virtus Duff & Phelps Real Estate Securities Fund Q1 2026 Commentary (Mutual Fund:PHRIX)
The Virtus Duff & Phelps Real Estate Securities Fund (PHRIX) outperformed the S&P 500 in Q1 2026, driven by strategic overweight positions in data center REITs like Equinix, Digital Realty, and Iron Mountain, which saw strong demand from AI and hyperscale trends. Conversely, American Homes 4 Rent and Mid-America Apartment Communities shares underperformed due to disappointing guidance and market concerns. The fund manager maintains an optimistic outlook for 2026 for U.S. listed real estate, citing favorable supply-demand dynamics and M&A potential.
Virtus Dividend, Interest & Premium Strategy Fund Announces Distributions and Discloses Sources of Distribution – Section 19(a) Notice
The Virtus Dividend, Interest & Premium Strategy Fund has announced its distributions and disclosed the sources of these distributions via a Section 19(a) Notice. This information was released through Quantisnow, a real-time market data and news platform that alerts its members to such financial disclosures. The update is relevant for investors tracking NFJ (Virtus Dividend Interest & Premium Strategy Fund) and VRTS (Virtus Investment Partners Inc.).
VRTS Maintained by Morgan Stanley -- Price Target Lowered to $11
Morgan Stanley has maintained an 'Underweight' rating for Virtus Investment Partners (VRTS), lowering its price target to $112 from $128. Despite this cautious outlook, GuruFocus indicates that VRTS is undervalued by approximately 34.8% with a GF Value™ of $204.73, though it carries a "Possible Value Trap" label. Insider activity shows significant purchases, suggesting insider confidence in the company's future.
Morgan Stanley cuts Virtus Investment Partners price target on earnings outlook By Investing.com
Morgan Stanley has lowered its price target for Virtus Investment Partners (NYSE: VRTS) to $112 from $128, maintaining an Underweight rating due to a revised earnings outlook. The firm reduced its Q2 2026 and full-year 2026 and 2027 adjusted EPS estimates, citing higher share count from decreased buyback activity as the company prioritizes debt repayment. Despite this, Virtus recently reported Q1 2026 earnings and revenue that surpassed expectations, alongside an increase in assets under management.
(VRTS) as a Liquidity Pulse for Institutional Tactics
This article analyzes Virtus Investment Partners Inc. (NASDAQ: VRTS), noting near-term weak sentiment which may lead to a resumption of long-term weakness. It highlights an exceptional risk-reward setup and provides AI-generated trading strategies including position trading, momentum breakout, and risk hedging, along with multi-timeframe signal analysis. The report suggests that current support levels are being tested, and if they hold, resistance is the next expected movement.
Westchester, Virtus report 7.8% and 7.2% stakes in Ribbon Acquisition (RIBB)
Westchester Capital Management, LLC and Virtus Investment Advisers, LLC have reported 7.8% and 7.2% stakes, respectively, in Ribbon Acquisition (RIBB) based on a recent Schedule 13G filing. The filing indicates combined holdings and voting/dispositive arrangements in Class A ordinary shares, with 4,793,446 shares outstanding as of March 31, 2026. While the entities may be considered a group, the filing explicitly disclaims this as an admission of group acting.
Virtus Investment stock (US92828Q1094): Asset manager focuses on US retail growth
Virtus Investment Partners, a US-based asset manager, emphasizes diversified strategies for retail investors, as highlighted by recent quarterly results showing steady AUM growth and fee income stability. The company operates an 'open architecture' model, partnering with over 20 boutique investment managers to offer various strategies, primarily focusing on the US retail channel. Despite industry consolidation and fee pressure, Virtus carves a niche with its manager diversification and aims to adapt through expanded fixed income and alternative offerings.
Virtus Investment stock (US92828Q1094): AUM hits $154.8B as dividend yield tops 6.7%
Virtus Investment Partners reported preliminary April assets under management (AUM) of $154.8 billion, with additional fee-earning assets of $1.7 billion. The company maintains a strong dividend program, offering an annual dividend of $9.60 per share, resulting in a 6.73% yield. Its robust dividend payout ratio and consistent dividend growth make it an attractive option for income-focused investors looking for exposure to the asset management industry.
Virtus Investment Partners reports AUM of $154.8 billion By Investing.com
Virtus Investment Partners (NYSE:VRTS) reported preliminary assets under management (AUM) of $154.8 billion as of April 30, 2026, an increase from $149.0 billion the previous month. This growth was driven by market performance and positive net flows in several investment product categories, despite some outflows. The company, which has a market capitalization of $954 million and a P/E ratio of 8.45, has also highlighted its commitment to shareholder returns by raising its dividend for eight consecutive years, currently yielding 6.73%.
Virtus Investment Partners AUM Decreases by $3.3 Billion in April to $178.1 Billion
Virtus Investment Partners reported preliminary assets under management (AUM) of $178.1 billion as of April 30, 2026. This represents a $3.3 billion decrease from the prior month's $181.4 billion AUM. The decline was primarily due to $2.8 billion in market depreciation and $0.5 billion in net outflows.
Virtus Investment Partners Reports Preliminary April 30, 2026 Assets Under Management
Virtus Investment Partners reported preliminary assets under management (AUM) of $154.8 billion and total client assets of $156.5 billion as of April 30, 2026. This represents an increase from March 31, 2026, driven by market performance and positive net flows in ETFs, wealth management retail separate accounts, and tender-offer funds. The growth was partially offset by outflows in other areas like institutional accounts and U.S. retail funds.
Virtus KAR Mid-Cap Core Fund Q1 2026 Commentary (VIMCX)
The Virtus KAR Mid-Cap Core Fund (VIMCX) returned -3.88% in Q1 2026, underperforming the Russell Midcap® Index's 1.29% return. This underperformance was attributed to stock selection and sector positioning, including an overweight in financials and underweights in energy and consumer discretionary. The fund's investment team made portfolio changes, selling Bentley Systems and adding to existing positions, while acknowledging specific risks due to concentrated sector exposure and a limited number of holdings.
Virtus Artificial Intelligence & Technology Opportunities Fund Announces Distributions and Discloses Sources of Distribution – Section 19(a) Notice
The Virtus Artificial Intelligence & Technology Opportunities Fund (AIO) has announced distributions and disclosed the sources of these distributions via a Section 19(a) Notice. This information was released by Quantisnow, a platform providing real-time market data and news. The announcement is relevant for investors tracking AIO and Virtus Investment Partners Inc. (VRTS).
Virtus KAR Small-Cap Core Fund Q1 2026 Commentary (PKSAX)
During Q1 2026, the Virtus KAR Small-Cap Core Fund (PKSAX) returned 1.54%, outperforming the Russell 2000 Index's 0.89% as small-cap stocks led the market. The Fund's outperformance was attributed to strong stock selection and overweight positions in industrials and consumer discretionary, despite challenges in financials and energy. Key moves included adding POOLCORP and selling Rightmove due to AI-driven competitive threats.
Virtus Investment Partners, Inc. 2026 Q1 - Results - Earnings Call Presentation (NYSE:VRTS)
Virtus Investment Partners, Inc. (VRTS) released its Q1 2026 earnings, reporting an EPS of $5.38, which missed expectations by $0.29, and revenue of $182.29M, surpassing estimates by $2.86M despite a 7.75% year-over-year decrease. The company published a slide deck accompanying its earnings call.
(VRTS) Risk Channels and Responsive Allocation
The article analyzes Virtus Investment Partners Inc. (NASDAQ: VRTS), noting a mid-channel oscillation pattern and weak near-term sentiment, potentially signaling a return to long-term weakness. It highlights an exceptional 47.2:1 risk-reward setup targeting a 13.5% gain versus 0.3% risk. The article also provides three distinct AI-generated trading strategies—Position Trading, Momentum Breakout, and Risk Hedging—tailored for different risk profiles and holding periods, along with multi-timeframe signal analysis.
TD Cowen Has Lowered Expectations for Virtus Investment Partners (NASDAQ:VRTS) Stock Price
TD Cowen has reduced its price target for Virtus Investment Partners (NASDAQ:VRTS) from $132 to $131, maintaining a "hold" rating, prompting a consensus "Reduce" rating from MarketBeat with an average price target of $137.75. Other analysts like Piper Sandler and Barclays also lowered their price objectives. The stock is currently trading down by 0.6% at $135.18, with a market cap of approximately $903.3 million.
VRTS Maintains Underweight Rating by Barclays -- Price Target Lo
Barclays has maintained an "underweight" rating on Virtus Investment Partners Inc (VRTS), lowering its price target to $125 from $128 due to concerns about the stock's valuation. Despite this, GuruFocus indicates VRTS is undervalued by 33.6% with a GF Value™ of $204.67 and a strong GF Score™ of 76, driven by high profitability. Investors are advised to proceed with caution, considering both the analyst's concerns and the stock's potential undervaluation.
VRTS Maintained by Piper Sandler -- Price Target Lowered to $170
Piper Sandler analyst Crispin Love maintained an Overweight rating on Virtus Investment Partners (VRTS) but lowered the price target from $181.00 to $170.00, suggesting a cautious outlook despite positive growth potential. GuruFocus indicates VRTS is currently undervalued by 33.6% based on its GF Value™ of $204.67, with a GF Score™ of 76/100, though it carries a "Possible Value Trap, Think Twice" label due to lower financial strength. Insider activity shows a balanced mix of buys and sells, signaling active management of positions.
Virtus Investment Partners Q4 EPS Improvement Challenges Bearish Narratives On Earnings Power
Virtus Investment Partners (VRTS) reported Q4 2025 revenue of US$208.0 million and EPS of US$5.25, with trailing 12-month EPS at US$20.27, representing a 13.7% increase despite softer revenue. While the company faces pressure from declining assets under management and a low P/E ratio, its improved margins and earnings growth challenge bearish views, even as it deals with long-term profit declines and an uncovered dividend. The article suggests investors examine the full analysis to understand the balance of concerns and potential upside.
Virtus Investment Partners reports Q1 2026: Revenue $199.5M, Adj. diluted EPS $5.38, AUM $149.0B
Virtus Investment Partners reported its Q1 2026 results, showing GAAP revenue of $199.5 million and assets under management of $149.0 billion. The company recorded a GAAP diluted EPS of $1.05 and an adjusted diluted EPS of $5.38. Key highlights include the acquisition of Keystone, net outflows of $8.4 billion, and total sales of $5.8 billion.
Top Virtus Investment Partners (VRTS) Competitors 2026
This article analyzes Virtus Investment Partners (VRTS) against its top competitors in the finance sector: SEI Investments (SEIC), T. Rowe Price Group (TROW), Artisan Partners Asset Management (APAM), Franklin Resources (BEN), and BlackRock (BLK). It compares these companies based on various financial metrics including dividends, analyst recommendations, media sentiment, profitability, valuation, earnings, risk, and institutional ownership to determine which might be a superior investment. The analysis provides detailed comparison tables and concludes that each competitor generally outperforms VRTS on a majority of the factors considered.
Press Release: Virtus Investment Partners Announces Financial Results for First Quarter 2026
Virtus Investment Partners (NASDAQ: VRTS) announced its financial results for the first quarter of 2026. This press release provides key financial metrics and performance highlights for the reported period. Investors and stakeholders can review the full details of the company's financial standing and operational achievements.
Earnings Flash (VRTS) Virtus Investment Partners, Inc. Reports Q1 Revenue $199.5M, Vs. FactSet Est of $179.4M
Virtus Investment Partners, Inc. (VRTS) announced its Q1 revenue reached $199.5 million, significantly surpassing the FactSet estimate of $179.4 million. This indicates a strong financial performance for the company in the first quarter.
Virtus Investment Partners (NASDAQ:VRTS) Shares Gap Down - Time to Sell?
Virtus Investment Partners (NASDAQ:VRTS) shares gapped down before Friday's trading, closing at $145.55 and opening at $135.90, before trading at $127.15 on light volume, below its 50-day and 200-day moving averages. Analyst sentiment is negative with a "Reduce" consensus rating and several price target cuts, despite the company offering a high annualized dividend yield of 7.0%. Institutional investors and hedge funds generally increased their holdings in the last quarter, while an insider recently bought shares.
Earnings Flash (VRTS) Virtus Investment Partners, Inc. Posts Q1 Adjusted EPS $5.38 per Share, vs. FactSet Est of $5.67
Virtus Investment Partners, Inc. (VRTS) reported adjusted diluted earnings per share of $5.38 for the first quarter, falling short of FactSet's estimated $5.67 per share. The company's Q1 revenue was $199.5 million, which exceeded FactSet's estimate of $179.4 million. The article also provides details about the company's profile, various financial ratings, and analysts' consensus.
Virtus Investment Partners Announces Financial Results for First Quarter 2026
Virtus Investment Partners (NYSE: VRTS) announced its financial results for the first quarter of 2026, reporting diluted EPS of $1.05 and adjusted diluted EPS of $5.38. The company's total sales reached $5.8 billion, with net outflows of $8.4 billion, bringing assets under management (AUM) to $149.0 billion. Operating income and net income attributable to Virtus decreased significantly compared to both the prior quarter and the same period last year.
Virtus: Q1 Earnings Snapshot
Virtus Investment Partners Inc. (VRTS) reported first-quarter earnings of $7.1 million, or $1.05 per share, with adjusted earnings of $5.38 per share. These results did not meet Wall Street expectations, which predicted $5.56 per share. The company posted revenue of $199.5 million and adjusted revenue of $182.3 million for the period.
Virtus Diversified Income & Convertible Fund Announces Distributions
The Virtus Diversified Income & Convertible Fund (ACV) has announced distributions. This information was released via Quantisnow, a platform that provides real-time market data and news for retail investors, including press releases and analyst ratings. The article also lists recent analyst ratings for Virtus Investment Partners Inc. (VRTS).
Barry Mandinach Virtus Investment Partners
This article provides a professional biography of Barry Mandinach, Executive Vice President and Head of Distribution at Virtus Investment Partners. It details his extensive 40-year career in the investment management industry, including previous roles at UBS Global Asset Management (U.S.) and Phoenix Investment Partners, and highlights his current responsibilities and educational background. The article also lists Mandinach's latest contribution titled "The Biggest Drag on Investor Returns Is Behavior".
Teacher Retirement System of Texas Cuts Stock Position in Virtus Investment Partners, Inc. $VRTS
The Teacher Retirement System of Texas significantly reduced its stake in Virtus Investment Partners, Inc. by 38.7% in Q4, now holding shares valued at approximately $2.61 million. This comes as analyst sentiment weakens, with an average "Reduce" rating and a target price of $158. Despite this, Virtus recently announced a quarterly dividend reflecting a 6.6% yield.
Virtus Infrastructure Capital ETFs (AMZA/PFFA/PFFR) Declare Monthly Distributions
Virtus Infrastructure Capital ETFs, including AMZA, PFFA, and PFFR, have announced their monthly distributions for January 2026. The distributions will be paid on January 27, 2026, to shareholders of record as of January 20, 2026. Infrastructure Capital Advisors expects to continue declaring future distributions on a monthly basis.
VRTS Price Today: Virtus Investment Partners, Inc. Stock Price, Quote & Chart | MEXC
This article provides current stock information for Virtus Investment Partners, Inc. (VRTS), including its live price, market data, and recent performance. It details how to buy VRTS on MEXC and offers a comprehensive FAQ section covering the company's financials, classification, and dividend information.
Virtus Investment Partners sees AUM of $149B as of March end
Virtus Investment Partners reported its preliminary assets under management (AUM) reached $149 billion as of March 31, 2024. This marks an increase from both the previous month and the prior year. The firm also provided details on average AUM for the quarter, reflecting growth in the investment sector.
(VRTS) Movement as an Input in Quant Signal Sets
This article from Stock Traders Daily discusses AI-generated quant signal sets for Virtus Investment Partners Inc. (NASDAQ: VRTS), identifying mixed sentiment and potential choppiness. It outlines three institutional trading strategies (Position, Momentum Breakout, Risk Hedging) and provides multi-timeframe signal analysis, including support and resistance levels. The report highlights an exceptional short setup with a favorable risk-reward ratio.
Vulcan Value Partners small cap portfolio adds RYAN, TRU; exits CCK, VRTS among Q1 moves
Vulcan Value Partners made several changes to its small-cap portfolio in Q1, adding Ryan Specialty Holdings (RYAN) and Trupanion (TRUP) while exiting Crown Holdings (CCK) and Virtus Investment Partners (VRTS). The investment firm also reduced its stake in Envista Holdings (NVST) and initated a smaller position in Clear Secure (YOU).
How many employees work at Virtus Investment Prtnrs?
Virtus Investment Partners, Inc. currently has 780 employees, reflecting a year-over-year growth rate of -1.9%. The company provides investment management products and services to individuals and institutions through a multi-manager asset management business. Employee headcount has seen slight declines in recent years, while active job postings have increased significantly between 2023 and 2025.
Here’s why investor behavior is the biggest drag on returns
Barry Mandinach, EVP & head of distribution at Virtus Investment Partners, explains that investor behavior, rather than fees or fund selection, is the primary factor hindering investment returns. He also discusses strategies for effectively combining passive and active investment approaches. The article features an interview with InvestmentNews anchor Gregg Greenberg.
[8-K] VIRTUS INVESTMENT PARTNERS, INC. Reports Material Event
Virtus Investment Partners, Inc. (VRTS) has announced a revision to how it calculates several non-GAAP financial measures, effective from the first quarter of 2026. This change involves including tax benefits realized on the amortization of goodwill and intangible assets, which were previously excluded. The company provided detailed reconciliations for past quarters and full years 2024 and 2025, emphasizing that this revision is intended to better reflect underlying performance driven by acquisition-created intangible tax assets and does not restate GAAP results.
VRTS Maintained by Barclays -- Price Target Lowered to $128
Barclays has maintained an "Underweight" rating on Virtus Investment Partners (VRTS) while lowering its price target from $142 to $128. Despite GuruFocus indicating VRTS as undervalued with a GF Value™ of $206.60 and a moderate GF Score™ of 72, analysts express caution due to the company's financial strength and the possibility of a "Value Trap." Insider activity shows a balanced mix of purchases and sales, further suggesting investors should proceed with careful consideration.
According to the latest filing submitted to the U.S. Securities and Exchange Commission (SEC), Virtus Investment Partners Inc announced it will adjust the accounting method for its Non-GAAP financial metrics starting from the first quarter of 2026.
Virtus Investment Partners Inc. has announced it will adjust the accounting method for its Non-GAAP financial metrics, effective from the first quarter of 2026. The change involves including tax incentive-related income in the calculation of Non-GAAP metrics to provide a more comprehensive reflection of the company's operating performance. This move aims to enhance transparency in financial reporting and aligns with regulatory requirements for standardized Non-GAAP metric disclosures.
Virtus Investment Partners, Inc. (NASDAQ:VRTS) Given Consensus Recommendation of "Reduce" by Brokerages
Virtus Investment Partners (NASDAQ:VRTS) has received a consensus "Reduce" recommendation from analysts, with an average 1-year price target of $161.50. Several firms recently lowered their price targets on the stock, while the company maintains a quarterly dividend of $2.40 (6.8% yield). Shares of VRTS opened at $140.57, and a director recently increased their holdings in the company.
Virtus Investment Partners (VRTS) to Release Earnings on Friday
Virtus Investment Partners (VRTS) is scheduled to release its earnings report before the market opens on Friday, April 24th, with analysts projecting $5.15 EPS and $183.62 million in revenue. The company also declared a quarterly dividend of $2.40. Analysts currently have a "Reduce" rating on the stock with an average price target of $161.50, and recent insider buying has been noted.
According to the latest filing submitted to the U.S. Securities and Exchange Commission (SEC), Virtus Investment Partners Inc announced it will adjust the accounting method for its Non-GAAP financial metrics starting from the first quarter of 2026.
Virtus Investment Partners Inc. has announced it will revise its accounting methodology for Non-GAAP financial metrics, effective from the first quarter of 2026. This adjustment will involve including tax incentive-related income in the calculation of these metrics, aiming to provide a more comprehensive and transparent reflection of the company's operating performance to investors and align with regulatory standards.
Active Real Estate ETF Alert: Virtus Launches High-Yield REIT Income Strategy
Virtus Investment Partners has launched the Virtus Duff & Phelps Real Estate Income ETF (DPRE), an actively managed fund designed to provide high current income with secondary capital appreciation. This new ETF aims to offer a flexible alternative to passive real estate ETFs by targeting a hybrid allocation of 60%-80% in equity REITs and 20%-40% in investment-grade real estate debt and preferred securities, leveraging Duff & Phelps' research. It is the 25th ETF on Virtus' multi-manager platform, focusing on reduced volatility compared to pure equity REIT exposure.
Virtus Introduces Virtus Duff & Phelps Real Estate Income ETF
Virtus Investment Partners has launched the Virtus Duff & Phelps Real Estate Income ETF (DPRE), managed by Duff & Phelps Investment Management Co. This new ETF aims to provide high current income and capital appreciation by investing in a balanced portfolio of equity REITs (60-80%) and real estate-focused debt and preferred securities (20-40%). The fund utilizes an actively managed, multi-asset approach to potentially offer above-average yield while mitigating volatility.
New Virtus ETF targets real estate income with less REIT volatility
Virtus Investment Partners has launched the Virtus Duff & Phelps Real Estate Income ETF (DPRE), a new actively managed ETF designed to provide high current income and capital appreciation. The fund invests in a mix of equity REITs (60-80%) and real estate-focused debt and preferred securities (20-40%), aiming to reduce volatility compared to an all-equity REIT portfolio. This marks the 25th ETF in Virtus's multi-manager platform, leveraging Duff & Phelps' expertise in real assets.
