Virtus Investment Partners launches Zevenbergen Innovative Growth, Discovery Growth ETFs as ZINN, ZDIS
Virtus Investment Partners has launched two new actively managed growth ETFs, the Virtus Zevenbergen Innovative Growth ETF (ZINN) and the Virtus Zevenbergen Discovery Growth ETF (ZDIS). These ETFs were formed by converting existing Zevenbergen mutual funds, with Zevenbergen Capital Investments continuing to manage the strategies focused on high-growth equities.
Virtus AllianzGI Convertible & Income Fund II Declares Quarterly Distribution: 5.500% Series A Cumulative Preferred Shares
Virtus AllianzGI Convertible & Income Fund II (NCZ) has declared a quarterly distribution for its 5.500% Series A Cumulative Preferred Shares. This announcement was sourced from a filing and was quickly disseminated to Quantisnow Plus members. Quantisnow, a real-time market data and news platform, highlighted the news, also noting that its "Beagle" service provides real-time alerts and market research for tickers like NCZ.
The Technical Signals Behind (VRTS) That Institutions Follow
This article analyzes Virtus Investment Partners Inc. (NASDAQ: VRTS) using AI models to identify technical signals relevant to institutional trading. It highlights a potential shift in near-term sentiment despite broader weak alignment, and identifies compelling upside potential due to an absence of resistance levels above the current price. Three distinct trading strategies—Position, Momentum Breakout, and Risk Hedging—are provided, along with multi-timeframe signal analysis indicating varying signal strengths across different time horizons.
Virtus Investment Partners reports July AUM of $148.9 billion By Investing.com
Virtus Investment Partners reported preliminary assets under management (AUM) of $148.9 billion and other fee-earning assets of $1.7 billion as of July 31, 2026, totaling $150.6 billion in client assets. This marks a decrease from $152.2 billion in June, primarily due to market performance and net outflows across various product categories including retail separate accounts, institutional accounts, and U.S. and global retail funds. The outflows were partially mitigated by positive net flows in exchange-traded funds and tender offer funds.
Virtus Investment Partners reports July AUM of $148.9 billion By Investing.com
Virtus Investment Partners reported its preliminary assets under management (AUM) for July 2026, totaling $148.9 billion, with overall client assets at $150.6 billion. This represents a decrease from the $152.2 billion reported in June 2026, primarily due to market performance and net outflows across various product categories such as retail separate accounts and institutional accounts. The outflows were partially offset by positive net flows in exchange-traded funds and tender offer funds.
Virtus Investment Partners Reports $150.6B in July Client Assets
Virtus Investment Partners announced preliminary total client assets of $150.6 billion as of July 31, 2026, including $148.9 billion in assets under management (AUM) and $1.7 billion in other fee-earning assets. The change in AUM from the prior month was primarily due to market performance and net outflows in various account types, partially offset by positive net flows in exchange-traded funds and tender offer funds. The report provides a detailed breakdown of AUM by product type and asset class.
Virtus KAR Mid-Cap Growth Fund Q2 2026 Commentary
The Virtus KAR Mid-Cap Growth Fund (PHSKX) underperformed the Russell Midcap® Growth Index in Q2 2026, returning 11.85% against the index's 14.55%. While Datadog and Comfort Systems contributed positively, Insulet and Trimble were the largest detractors. The fund's underperformance was primarily due to stock selection in information technology and consumer discretionary, though an underweight in energy and strong healthcare picks provided some offset.
What Virtus Investment Partners (VRTS)'s Mixed Q2 2026 Results Mean For Shareholders
Virtus Investment Partners reported mixed results for Q2 2026, with revenue declining year-over-year but net income and diluted EPS increasing. However, the first half of 2026 showed a decline in both revenue and net income. This mixed performance highlights the company's ability to maintain profitability despite top-line pressures, while also raising questions about the sustainability of its dividend and buyback strategy if revenue softness continues.
WCM Investment Management LLC Trims Position in Virtus Investment Partners, Inc. (NASDAQ:VRTS)
WCM Investment Management LLC reduced its stake in Virtus Investment Partners, Inc. (NASDAQ:VRTS) by 12.4% in the fourth quarter, selling 16,099 shares and holding 113,801 shares valued at $21.79 million. Other institutional investors like Lazard Asset Management LLC and Guggenheim Capital LLC increased their positions. The article also provides stock performance data, recent earnings, dividend information, and analyst ratings for Virtus Investment Partners.
Renaissance Technologies LLC Acquires 11,500 Shares of Virtus Investment Partners, Inc. $VRTS
Renaissance Technologies LLC has increased its stake in Virtus Investment Partners, Inc. (NASDAQ:VRTS) by 73.1% in the first quarter, purchasing an additional 11,500 shares to bring its total holdings to 27,229 shares valued at $3.66 million. Institutional investors now collectively own 80.52% of VRTS. Despite this increased institutional interest and a quarterly dividend announcement of $2.40 per share (5.8% yield), analyst sentiment remains cautious with a consensus "Reduce" rating and an average price target below the current share price.
VIRTUS INVESTMENT PARTNERS, INC. Q2 2026: Revenue $201.4M, EPS $6.68— 10-Q Summary
VIRTUS INVESTMENT PARTNERS, INC. reported Q2 2026 results with revenue of $201.4 million and diluted EPS of $6.68. While total revenues declined year-over-year, net income attributable to Virtus increased to $45.3 million. The company's AUM mix shifted towards alternatives and fixed income, and it completed a significant investment in Keystone (private credit), adding $2.3 billion in AUM.
Sei Investments Co. Has $4.16 Million Holdings in Virtus Investment Partners, Inc. $VRTS
Sei Investments Co. significantly increased its stake in Virtus Investment Partners, Inc. (NASDAQ:VRTS) by 135.4% in the first quarter, now holding 30,963 shares valued at approximately $4.16 million. Despite this, analysts maintain a cautious "Reduce" rating for VRTS with an average price target below the current share price. The company also announced a quarterly dividend of $2.40 per share, while an executive recently sold a substantial number of shares.
Have Virtus Investment Partners Insiders Been Selling Stock?
An executive at Virtus Investment Partners recently sold approximately US$2.5 million worth of shares, reducing their holding by 21%. While the sale occurred at the current market price, indicating it's not a major concern, the overall insider activity over the last year shows more selling than buying. The article notes that insider ownership is not particularly high, suggesting caution for potential investors.
Have Virtus Investment Partners Insiders Been Selling Stock?
An executive at Virtus Investment Partners, Michael Angerthal, recently sold US$2.5 million worth of shares, reducing his holding by 21%. While this was the largest insider sale in the past year, the shares were sold at a price close to the current market value, which is less concerning than sales at lower prices. The overall insider selling activity and moderately low insider ownership suggest caution for potential investors.
Is Virtus Investment Partners (VRTS) Undervalued As Q2 Earnings Lifted EPS But Revenue Fell?
Virtus Investment Partners (VRTS) recently reported Q2 2026 results with increased net income and EPS, despite a decline in revenue. The company's P/E ratio of 9.3x suggests it may be undervalued compared to its peers in the Capital Markets industry. Additionally, a Discounted Cash Flow model indicates that the stock trades below its estimated future cash flow value of $240.99 per share.
Virtus Investment Partners Insider Sold Shares Worth $2,505,955, According to a Recent SEC Filing
An insider at Virtus Investment Partners (VRTS) recently sold shares valued at $2,505,955, as reported in a recent SEC filing. The company, which provides investment management services, also announced its Q2 2026 earnings, reporting adjusted EPS of $5.54 and revenue of $201.4M. This news follows a slight decrease in preliminary Assets Under Management (AUM) for June, as well as a recent price target raise by Morgan Stanley to $119.
Virtus Investment Partners (VRTS) holder plans $2.5M sale of common stock
A holder of Virtus Investment Partners (VRTS) plans to sell 14,975 common shares on the NYSE, with an aggregate market value of $2,505,148.84, through UBS Financial Services Inc. This Form 144 filing details the proposed sale and outlines how these shares were acquired through various vesting events and an open-market purchase dating back to 2011. The filing also provides a breakdown of share quantities obtained from different compensation vesting grants and a prior open-market transaction.
Precision Trading with Virtus Investment Partners Inc. (VRTS) Risk Zones
This article from Stock Traders Daily provides a detailed AI-driven analysis for Virtus Investment Partners Inc. (VRTS), highlighting near-term weak sentiment and the absence of resistance levels above the current price, suggesting upside potential. It outlines three distinct trading strategies—Position Trading, Momentum Breakout, and Risk Hedging—along with multi-timeframe signal analysis, including support and resistance levels. The report emphasizes the use of AI for institutional trading strategies and risk management.
First Trust Advisors LP Buys 14,600 Shares of Virtus Investment Partners, Inc. $VRTS
First Trust Advisors LP increased its stake in Virtus Investment Partners, Inc. (NASDAQ:VRTS) by 38.1% in the first quarter, acquiring an additional 14,600 shares, bringing its total holding to 52,930 shares valued at $7.1 million. Despite this increase, analysts maintain a "Reduce" consensus rating with an average price target of $145.50. The company recently declared a quarterly dividend of $2.40 per share, offering an annualized yield of 6.0%.
Virtus Investment Partners (VRTS) Stock Slides As Outflows Eclipse EPS Resilience
Virtus Investment Partners (VRTS) stock dropped 2.5% after its Q2 2026 earnings report, despite a rise in adjusted net income and EPS. While profitability improved and AUM increased slightly, continued negative net outflows of US$5.6 billion and pressure from quality-oriented equity strategies weighed on investor sentiment. The mixed results indicate that while the company shows earnings resilience, concerns about outflows and style headwinds persist.
Virtus Investment Partners, Inc. Revenue Breakdown – BX:VIP
Virtus Investment Partners, Inc. (BX:VIP) generated 676.13 M CHF in revenue last year. The majority of this revenue, 227.22 M CHF, came from its Open-end Funds segment. The United States was the largest geographical contributor, accounting for the entire 676.13 M CHF of revenue.
Virtus Investment Partners Inc (VRTS) Technical Analysis: Support, Resistance, Indicators & Moving Averages
This article provides a technical analysis of Virtus Investment Partners Inc (VRTS), covering its current price momentum, support and resistance levels, and indicator and moving average readings. VRTS currently has a price momentum score of 3.94 and is trading between a resistance level of $176.24 and a support level of $147.86. The analysis also includes a summary of various technical indicators and moving averages, offering insights into potential buy, sell, or neutral signals.
Virtus Investment Partners Q2 Adjusted Earnings, Revenue Fall
Virtus Investment Partners (VRTS) reported a decline in its adjusted second-quarter earnings and revenue, with adjusted earnings per share falling to $6.02 from $6.48 year-over-year. Revenue decreased by 3.6% to $374.8 million. The company's assets under management also saw a slight decrease to $161.4 billion from $162.1 billion at the end of the previous quarter.
Virtus Investment Partners Inc (VRTS) (Q2 2026) Earnings Call Highlights: Strong Institutional ...
Virtus Investment Partners Inc (VRTS) reported improved total net flows in Q2 2026, excluding quality equity strategies, with strong institutional sales and significant growth in its ETF business. Despite continued net outflows in quality equity strategies, the company sees this as a cyclical issue and anticipates a rebound. The earnings call also covered compensation expenses, CLO issuance plans, and a positive outlook for their ETF platform.
VICTORY CAPITAL MANAGEMENT INC Buys Virtus Investment Partners I
Victory Capital Management Inc. increased its stake in Virtus Investment Partners Inc. (VRTS) by purchasing 17,951 shares at $143.5 each, raising its total holdings to 335,960 shares. This transaction suggests confidence in VRTS's undervaluation, as the stock is considered "Modestly Undervalued" with a potential 18% upside based on GF Valuation. While the company exhibits moderate profitability and a strong valuation rank, investors should also consider its limited financial flexibility and recent margin declines.
Earnings Flash (VRTS) Virtus Investment Partners, Inc. Reports Q2 Revenue $201.4M, Vs. FactSet Est of $185.0M
Virtus Investment Partners, Inc. (VRTS) announced its Q2 revenue of $201.4 million, significantly surpassing the FactSet estimate of $185.0 million. This revenue performance indicates a stronger-than-expected financial quarter for the company.
Virtus Investment Partners, Inc. 2026 Q2 - Results - Earnings Call Presentation (NYSE:VRTS) 2026-07-30
Virtus Investment Partners, Inc. (VRTS) released its Q2 2026 earnings, reporting an EPS of $5.54, which missed estimates by $0.55. The company's revenue was $183.58M, a 3.88% year-over-year decrease, also missing analyst expectations by $1.42M. This article presents the slide deck published by Virtus Investment Partners in conjunction with their earnings call.
Virtus KAR Emerging Markets Small-Cap Fund Q2 2026 Commentary (MUTF:VAESX)
The Virtus KAR Emerging Markets Small-Cap Fund (VAESX) materially underperformed its benchmark in Q2 2026, returning 1.53% (Class I) against the MSCI Emerging Markets Small Cap Index's 13.73% gain. This underperformance was attributed to the Fund's limited exposure to technology and AI-linked equities, which drove the market rally. Despite this, contributions from holdings like Precision Tsugami and Allegro helped mitigate some of the losses, while recent portfolio adjustments reflect a focus on diversification.
Virtus Investment Partners (VRTS) Q2 Earnings and Revenues Miss Estimates
Virtus Investment Partners (VRTS) reported Q2 earnings of $5.54 per share, missing the Zacks Consensus Estimate of $6.09, and revenues of $183.58 million, falling short of the $186.06 million estimate. Despite the underperformance, the stock holds a Zacks Rank #2 (Buy) due to favorable estimate revisions, indicating potential market outperformance in the near future. Investors are now looking to management commentary and future estimate changes for insight into the stock's direction.
Virtus Investment Partners reports Q2 2026 EPS $6.68; AUM $152.2B; Adjusted diluted EPS $5.54
Virtus Investment Partners reported its second-quarter 2026 results, with diluted EPS of $6.68 and adjusted diluted EPS of $5.54 on GAAP revenues of $201.4 million. The company's Assets Under Management (AUM) reached $152.2 billion, reflecting a sequential increase due to market performance and positive flows in ETFs and wealth management. Despite overall negative net flows, capital actions included share repurchases and dividend payments.
Virtus Total Return Fund Inc. Discloses Sources of Distribution – Section 19(a) Notice
Virtus Total Return Fund Inc. (NYSE: ZTR) announced the estimated sources of its monthly distribution for July 2026, totaling $0.055 per share. The distribution consists of net investment income, net realized short-term capital gains, and net realized long-term capital gains. The fund also provided fiscal year-to-date distribution estimates and performance figures, noting that these figures are estimates and not for tax reporting purposes.
Virtus earnings loom as investors weigh revenue headwinds By Investing.com
Virtus Investment Partners Inc. is expected to report second-quarter earnings, with analysts forecasting earnings of $6.08 per share on revenue of $184.18 million. While earnings are projected to improve sequentially, revenue is anticipated to decline. Investors will closely watch the company's ability to maintain margins, manage asset flows, and execute its multi-boutique model amidst industry challenges like fee compression.
Virtus Investment Partners Inc (VRTS) Risk Assessment: Volatility, Financial Risk & Investment Risk
This article provides a risk assessment for Virtus Investment Partners Inc (VRTS), detailing its current risk score and comparing it against the Investment Banking & Investment Services industry. Key metrics such as beta value, VaR, maximum drawdown, volatility, and liquidity are analyzed to offer insights into the stock's risk profile and performance characteristics. The report indicates VRTS's sensitivity to market movements and its performance in both upward and downward trending markets.
Virtus Investment Partners Inc (VRTS) Cash Flow
This article provides a detailed cash flow statement for Virtus Investment Partners Inc (VRTS), presenting both quarterly and annual data for various financial activities including operating, investing, and financing cash flows. It also includes frequently asked questions explaining different cash flow metrics and Virtus Investment Partners' performance in these areas. The data highlights changes in cash flow over several fiscal quarters and years.
Virtus Investment Partners Inc (VRTS) Financial Health: Profitability & Balance Sheet Analysis
This article provides an analysis of Virtus Investment Partners Inc (VRTS) financial health, noting its current financial score of 7.17 and ranking within the Investment Banking & Investment Services industry. The company's financial status is stable, but its operating efficiency is low, with recent quarterly revenue and net profit seeing significant year-over-year decreases. The report also highlights several financial metrics like Quality of Earnings and Operational Efficiency, stating that relevant data has not yet been disclosed by the company for these categories.
Virtus Investment Partners (VRTS) Could Be 30% Below Fair Value On Its Rebound
Virtus Investment Partners (VRTS) has shown improving momentum with recent share price gains, despite weaker multi-year returns. The stock appears undervalued based on its P/E ratio of 9.5x compared to industry averages and a discounted cash flow model suggesting it trades about 30% below its estimated fair value. However, risks remain due to declining revenue and weak multi-year total returns.
Virtus Investment Partners Inc (VRTS) Institutional Confidence
The article provides an analysis of Virtus Investment Partners Inc.'s institutional confidence score, which is currently 10.00, ranking 1st in its industry. Institutional shareholding has increased by 15.21% quarter-over-quarter, with HOTCHKIS & WILEY as the largest institutional shareholder. The report also lists other significant institutional shareholders and their recent activity.
VRTS|Virtus Investment Partners Inc|Price:165.660|Chg%:+2.330
This article provides a detailed financial overview of Virtus Investment Partners Inc (VRTS), including its stock performance, market capitalization, and key financial indicators. It presents the company's income statement, balance sheet, and cash flow statement across multiple fiscal quarters and years, along with a forecast for upcoming earnings. The report also addresses frequently asked questions regarding the company's total revenue, assets, liabilities, equity, net operating income, and EPS.
Virtus Investment Partners Inc (VRTS) Revenue Breakdown: Business Segments, Regional Revenue & Profit Contribution
This article provides a detailed revenue breakdown for Virtus Investment Partners Inc (VRTS), outlining its top business segments and their proportional contributions. Key revenue drivers include open-end funds, retail separate accounts, and institutional accounts. As of the last update on April 6th, the company's market cap is $1.11 billion with a P/E TTM of 9.62.
Virtus Investment Partners Inc (VRTS) Earnings Forecast: Future EPS & Revenue Growth Estimates
This article provides an earnings forecast for Virtus Investment Partners Inc (VRTS), detailing its current earnings forecast score, average price target, and analyst ratings. It highlights that the company ranks 96 out of 118 in its industry, with an average price target of $177.50 and a 'Hold' rating from analysts. The report also includes FAQs on expected revenue, price targets, and past and future EPS.
VRTS|Virtus Investment Partners Inc|Price:165.660|Chg%:+2.330
Virtus Investment Partners Inc (VRTS) is currently trading at $165.66, up 1.43%. The company's fundamentals are considered healthy, with significant growth potential and a fair valuation within the Investment Banking & Investment Services industry. While current technical indicators suggest sideways trading, the stock has strong institutional ownership and a high dividend yield, with analysts generally rating it as a "Hold."
Virtus Investment Partners, Inc. Revenue Breakdown – TRADEGATE:VIP
This article provides a revenue breakdown for Virtus Investment Partners, Inc. (VIP) focusing on its top-performing segment, Open-end Funds, which generated €244.03 million last year. The majority of the company's revenue, €726.15 million, originated from the United States.
Virtus Investment Partners (NASDAQ: VRTS) gains 5.03% passive owner in Victory Capital
Victory Capital Management, Inc. has reported a 5.03% passive ownership stake in Virtus Investment Partners (NASDAQ: VRTS) through a Schedule 13G filing. This represents 335,960 shares of common stock as of June 30, 2026, with Victory Capital holding sole voting power over 329,126 shares and sole dispositive power over all 335,960 shares. The filing certifies that the shares were acquired for investment purposes and not to influence control of Virtus.
Virtus Investment Partners (NASDAQ:VRTS) Sees Large Volume Increase - What's Next?
Virtus Investment Partners (NASDAQ:VRTS) experienced unusually high trading volume, with 53,229 shares traded, though this represented a 51% decline from the previous session. The stock closed slightly above its prior day's close at $164.17. While brokerages have maintained cautious ratings, some like Morgan Stanley, Barclays, and TD Cowen have raised their price targets, and the company also announced a quarterly dividend of $2.40 per share, offering a 5.8% yield.
Analysts Estimate Virtus Investment Partners (VRTS) to Report a Decline in Earnings: What to Look Out for
Analysts are predicting a year-over-year decline in earnings and revenues for Virtus Investment Partners (VRTS) for the quarter ended June 2026. The company is expected to report earnings of $6.14 per share on revenues of $186.74 million. While the consensus EPS estimate has been revised slightly higher, the Zacks Earnings ESP for VRTS is 0%, and its Zacks Rank is #2, making a conclusive prediction for an earnings beat difficult.
Virtus Investment Partners (VRTS) Projected to Announce Earnings on Thursday
Virtus Investment Partners (VRTS) is projected to announce its earnings before market open on Thursday, July 30th, with analysts forecasting earnings of $6.08 per share and revenue of $184.1810 million. The company recently declared a quarterly dividend of $2.40 per share, yielding 5.8% annually. Despite the dividend, Wall Street analysts maintain a "Reduce" rating for VRTS with a consensus price target of $144.25, while institutional investors have adjusted their stakes.
Technical Reactions to VRTS Trends in Macro Strategies
This article provides a technical analysis of Virtus Investment Partners Inc. (NASDAQ: VRTS), highlighting mixed sentiment and divergent signals across various time horizons. It outlines distinct AI-generated trading strategies—Position Trading, Momentum Breakout, and Risk Hedging—with specific entry, target, and stop-loss levels. The analysis also includes multi-timeframe signal strengths, support, and resistance levels for VRTS.
Technical Reactions to VRTS Trends in Macro Strategies
This article analyzes Virtus Investment Partners Inc. (NASDAQ: VRTS) using AI models, revealing mixed sentiment and no clear price positioning. It outlines three distinct trading strategies—Position Trading, Momentum Breakout, and Risk Hedging—along with a multi-timeframe signal analysis, and highlights compelling upside potential due to the absence of resistance levels above the current price. Investors are encouraged to consider the divergent sentiment across horizons, which suggests choppy market conditions.
DNP Select Income Fund Inc. to Pay in Full Its Series B Senior Secured Notes
DNP Select Income Fund Inc. announced its intention to fully repay its 3.00% Series B Senior Secured Notes due July 22, 2026, at maturity. The payment will include semi-annual interest and will be funded by borrowing under the Fund’s existing credit facility. Upon redemption, the Notes will terminate.
Analysts Have Conflicting Sentiments on These Financial Companies: Virtus Investment Partners (VRTS), Fifth Third Bancorp (FITB) and Travelers Companies (TRV)
Analysts are presenting conflicting sentiments on three financial companies: Virtus Investment Partners (VRTS), Fifth Third Bancorp (FITB), and Travelers Companies (TRV). While Virtus Investment Partners received a "Sell" rating from Barclays and has a consensus "Hold," Fifth Third Bancorp secured a "Buy" rating from Barclays and a "Strong Buy" consensus. Travelers Companies was given a "Sell" rating from Barclays and has a consensus "Hold."
