Virtus Investment Partners (NASDAQ:VRTS) Hits New 52-Week Low Following Analyst Downgrade
Virtus Investment Partners (NASDAQ:VRTS) fell to a new 52-week low of $123.35 after Morgan Stanley downgraded its price target and issued an underweight rating. Despite mixed analyst views, the stock has a consensus rating of "Reduce" with an average price target of $161.50. Insider director W Howard Morris recently purchased 2,150 shares, and the company announced a quarterly dividend of $2.40, offering a 7.8% yield.
VRTS SEC Filings - Virtus Investmen 10-K, 10-Q, 8-K Forms
This page provides a comprehensive overview of Virtus Investment Partners (VRTS) SEC filings, including 10-K annual reports, 10-Q quarterly reports, 8-K current reports, and insider trading forms. It highlights recent material events such as acquisitions of Crescent Cove Advisors and Keystone National Group, changes in credit facilities, and insider stock transactions. The platform offers AI-powered summaries and impact analysis for these regulatory disclosures to assist investors.
Virtus Inv (VRTS) Sees Price Target Cut by Morgan Stanley | VRTS Stock News
Morgan Stanley has lowered its price target for Virtus Investment Partners (VRTS) from $155.00 to $125.00, maintaining an "Underweight" rating. This reduction reflects a cautious outlook, following several similar adjustments by other analysts in recent months. Despite the lowered target, the average analyst forecast still suggests a potential upside from the current stock price.
Virtus Investment Partners (NASDAQ:VRTS) Given New $125.00 Price Target at Morgan Stanley
Morgan Stanley has lowered its price target for Virtus Investment Partners (NASDAQ:VRTS) from $155 to $125, maintaining an "underweight" rating, which suggests a potential downside of 6.41%. This adjustment comes amidst a broader analyst consensus of "Reduce" and an average target price of $161.50. Despite the lowered target, an insider recently purchased 2,150 shares, and institutional investors have been active in buying and selling shares of the company.
Virtus Investment estimates decrease in November-end AUM
Virtus Investment Partners has estimated a decrease in its assets under management (AUM) by 4.3% to $155.6 billion as of November 30, 2025, compared to $162.6 billion at the end of October 2025. This anticipated decline is primarily attributed to a market depreciation of $7.8 billion, partially offset by net inflows of $0.8 billion.
Virtus fund says March payout came entirely from income and gains
Virtus Total Return Fund Inc. (NYSE: ZTR) announced that its March 2026 distribution of $0.05 per share was sourced entirely from net investment income and net realized capital gains, with no return of capital. The Fund provided detailed estimates for both the March distribution and fiscal year-to-date figures, outlining contributions from short-term and long-term capital gains. Performance metrics such as average annual total return on NAV and annualized current distribution rate were also disclosed.
Press Release: Virtus Total Return Fund Inc. Discloses Sources of Distribution -- Section 19(a) Notice
This article announces that Virtus Total Return Fund Inc. has disclosed its sources of distribution via a Section 19(a) Notice. Although the headline refers to Virtus, the body of the article incorrectly details Unity Software's (U.US) fourth-quarter financial results, including a 35% revenue increase to $609 million and a quarterly loss of 66 cents per share. The content suggests a mix-up or an error in the article's body.
AIO's $0.15 March payout came with 0% return of capital
Virtus Artificial Intelligence & Technology Opportunities Fund (AIO) announced its March 2026 $0.15 monthly distribution. This notice provides an estimate of the distribution's sources, revealing that 0% came from return of capital for both the month and fiscal year-to-date. The distribution was primarily sourced from net realized short-term and long-term capital gains, along with a small portion from net investment income.
Virtus Diversified Income & Convertible Fund Discloses Sources of Distribution – Section 19(a) Notice
The Virtus Diversified Income & Convertible Fund (NYSE: ACV) announced its monthly distribution for March 2026 of $0.18 per share. The notice details the estimated sources of this distribution, primarily from net realized short-term capital gains, and provides performance figures for the fund. The fund aims to provide total return through current income and capital appreciation, investing in convertibles, equities, and income-producing securities.
Vanguard disaggregates holdings after realignment (VRTS) — reports 0 shares
The Vanguard Group filed an amendment to its Schedule 13G/A, reporting 0 shares of Virtus Investment Partners Inc. This change follows an internal realignment effective January 12, 2026, where certain Vanguard subsidiaries and divisions will now report beneficial ownership separately. The filing clarifies that Vanguard no longer beneficially owns these subsidiary-held securities and the administrative change aligns with SEC disaggregation guidance.
Where ACV's March payout came from: 94.4% short-term capital gains
Virtus Diversified Income & Convertible Fund (NYSE: ACV) announced the sources of its March 2026 monthly distribution of $0.18 per share. The distribution primarily consisted of net realized short-term capital gains, accounting for 94.4% of the payout. The notice emphasizes that these are estimates and not for tax reporting purposes, with actual tax information to be provided via Form 1099-DIV at year-end.
Virtus Investment reports preliminary AUM, shares down
Virtus Investment Partners reported its preliminary assets under management (AUM) for February 2026, which decreased to $178.6 billion from $179.2 billion in January. The decrease was primarily due to market depreciation and mutual fund outflows, partially offset by institutional net inflows. The company also announced a quarterly cash dividend of $1.65 per share.
Virtus Investment Partners, Inc. (NASDAQ:VRTS) Receives Consensus Recommendation of "Reduce" from Analysts
Five analysts currently covering Virtus Investment Partners (NASDAQ:VRTS) have issued a consensus "Reduce" rating, with two "sell," two "hold," and one "buy" recommendation, averaging a one-year price target of $169.00. The stock recently opened at $126.70, near its 12-month low, and the company announced a quarterly dividend of $2.40 per share, resulting in an annualized yield of 7.6%. Insider trading shows Director W. Howard Morris recently purchased 2,150 shares, while institutional investors own approximately 80.5% of the company's stock.
Virtus Investment Partners Stock (ISIN: US92828Q1094) Holds Steady Amid Asset Management Sector Shif
Virtus Investment Partners, an asset manager, has shown resilience with stable preliminary assets under management as of February 28, 2026, despite market volatility. The company maintained stability in late 2025 trading, with shares closing at $164.54 on December 29, 2025, and has seen over 15% growth year-to-date from early 2025 lows. Virtus operates a multi-affiliate platform, focusing on active management strategies, which is particularly appealing to European investors seeking diversification and exposure to U.S. asset management dynamics without banking or insurance complexities.
Virtus Investment Partners Hits New 52-Week Low at $124.70
Virtus Investment Partners, Inc. has reached a new 52-week low of $124.70, reflecting a significant 42.03% decline in performance over the past year. Despite a market capitalization of $1,627 million, a P/E ratio of 14.00, and high institutional holdings at 93.36%, the company has struggled with growth, showing only a 6.40% annual increase in net sales and recent financial downturns after two quarters of positive performance.
Virtus (VRTS) CFO reports RSU grant and tax withholding share transfer
Virtus Investment Partners' CFO, Michael A. Angerthal, reported receiving a grant of 5,155 shares of common stock as part of an equity compensation award at $126.11 per share. Concurrently, 772 shares were transferred back to the company at the same price to cover tax withholding obligations from vesting restricted stock units (RSUs). These transactions were non-market, compensation-related, and resulted in his direct holdings increasing to 78,436 shares.
Virtus (NASDAQ: VRTS) EVP Purkalitis gets RSU grant, surrenders shares for tax
Andra C. Purkalitis, Executive Vice President and Chief Legal Officer at Virtus Investment Partners, Inc. (NASDAQ: VRTS), reported receiving a restricted stock unit (RSU) award of 2,578 shares at $126.11 per share. She also surrendered 390 shares at the same price to cover tax withholding obligations from previous RSU vesting. Following these transactions, Purkalitis directly holds 5,430.406 shares, including future RSU vestings.
Virtus Investment (VRTS) CEO receives RSUs and withholds shares for taxes
Virtus Investment Partners CEO George R. Aylward received an award of 12,688 restricted stock units (RSUs) on March 13, 2026, which will vest ratably over three years. On the same date, he transferred 3,940 shares back to the company to cover tax withholding obligations from previously granted RSUs, an exempt disposition rather than an open-market sale. Following these transactions, Aylward directly holds 291,376.520 shares, and has additional RSUs scheduled to vest through March 15, 2029.
Virtus Investment Partners (VRTS) EVP gets 2,448 RSUs, 143 withheld
Virtus Investment Partners' EVP and Chief HR Officer, Elizabeth Lieberman, was granted 2,448 RSUs on March 13, 2026, as part of the company's long-term incentive plan. Simultaneously, 143 shares were withheld to cover tax obligations from a previous RSU vesting. Following these transactions, Lieberman directly holds 5,389 common shares, including RSUs set to vest through March 2029.
[Form 4] VIRTUS INVESTMENT PARTNERS, INC. Insider Trading Activity
VIRTUS INVESTMENT PARTNERS, INC. director Morris W. Howard reported open-market purchases of 4,050 shares of Common Stock on March 12, 2026. These purchases included direct holdings and indirect holdings through his spouse and a pension plan, at prices around $129 per share. Following these transactions, Howard directly holds 4,307 shares, with additional indirect holdings.
Insider Buying: Virtus Investment Partners (NASDAQ:VRTS) Director Acquires 2,150 Shares of Stock
Virtus Investment Partners (NASDAQ:VRTS) director W. Howard Morris recently acquired 2,150 shares of the company's stock at an average price of $129.34, totaling over $278,000, and an additional 1,900 shares at $129.62. This transaction increased his ownership significantly, bringing his total holdings to 2,000 shares valued at $258,680 after the initial purchase. The company also declared a quarterly dividend of $2.40 per share, implying an annualized yield of 7.7%, and currently trades with a market cap of $840 million and a P/E ratio of 7.42.
Virtus Investment Partners Hits 52-Week Low at $125.92 Amidst Major Decline
Virtus Investment Partners, Inc. has reached a new 52-week low of $125.92, experiencing a significant decline of 41.71% over the past year, in stark contrast to the S&P 500's gain. Despite strong institutional holdings and a solid market capitalization, the company faces challenges in long-term growth. Its stock performance has been underwhelming, prompting careful observation moving forward.
Algert Global LLC Has $12.06 Million Position in Virtus Investment Partners, Inc. $VRTS
Algert Global LLC increased its stake in Virtus Investment Partners, Inc. (NASDAQ:VRTS) by 25.0% in the third quarter, bringing their total holdings to 63,473 shares valued at $12.06 million. Other hedge funds also adjusted their positions in VRTS, which currently trades at $126.41 and has a dividend yield of 7.6%. Analysts have issued a consensus "Reduce" rating for the stock with a target price of $169.00.
Virtus Investment (VRTS) Reports Asset Management Totals for Feb
Virtus Investment Partners (VRTS) reported total client assets of $157.6 billion as of February 28, 2026, including $155.9 billion in AUM and $1.7 billion in other fee-earning assets. The company experienced net outflows in institutional and retail accounts, which were partially offset by positive market performance and inflows into exchange-traded and global funds. Despite a 1.7% revenue growth, Virtus faces financial health challenges with a low Altman Z-Score and a high debt-to-equity ratio, leading to a "hold" recommendation from analysts.
Virtus Investment Partners Reports Preliminary February 28, 2026 Assets Under Management
Virtus Investment Partners, Inc. reported preliminary assets under management (AUM) of $155.9 billion and other fee-earning assets of $1.7 billion, totaling $157.6 billion as of February 28, 2026. The decrease in AUM from January 31, 2026, was primarily due to net outflows in institutional accounts, retail separate accounts, and U.S. retail funds, partially offset by market performance and positive net flows in ETFs and global funds. The report also details AUM breakdown by product type and asset class.
Avoiding Lag: Real-Time Signals in (VRTS) Movement
Quantitative analysis for Virtus Investment Partners Inc. (VRTS) indicates weak near and mid-term sentiment, along with a neutral long-term outlook. The report identifies elevated downside risk and provides three AI-generated trading strategies: a Long Entry Zone, a Momentum Breakout Trigger, and a Short Entry Zone, each with specific targets and stop losses. The analysis also details support and resistance levels across near, mid, and long-term horizons, with the current price of VRTS at $131.65.
Money leaves key Virtus funds as ETFs, global products gain cash
Virtus Investment Partners reported preliminary assets under management (AUM) of $155.9 billion as of February 28, 2026. The AUM decreased from the prior month due to net outflows in institutional accounts, retail separate accounts, and U.S. retail funds. This was partially offset by positive net flows into exchange-traded funds and global funds, alongside market performance.
Virtus Dividend, Interest & Premium Strategy Fund Announces Renewal of Share Repurchase Program
The Virtus Dividend, Interest & Premium Strategy Fund (NYSE: NFJ) announced the renewal of its open market share repurchase program, initially approved in February 2025. The Fund may repurchase up to 5% of its outstanding common shares at a discount to NAV, aiming to enhance shareholder value by increasing the NAV per share of the remaining shares. This program allows the Fund to opportunistically purchase shares when trading at a discount, with previous repurchases totaling 1,834,337 shares for $23.4 million.
Virtus Investment Partners Hits New 52-Week Low at $132.34
Virtus Investment Partners, Inc. has reached a new 52-week low of $132.34, marking a 37.55% decline over the past year. The company faces challenges including declining net sales growth and reduced operating cash flow, leading to consistent underperformance against market benchmarks. Despite these issues, it maintains a competitive P/E ratio of 14.00 and a 14.68% return on equity.
Victory Capital Management Inc. Raises Stock Holdings in Virtus Investment Partners, Inc. $VRTS
Victory Capital Management Inc. significantly increased its stake in Virtus Investment Partners, Inc. (NASDAQ:VRTS) by 109.4% in the third quarter, holding 229,357 shares valued at approximately $43.6 million. Despite this increased institutional ownership, analyst sentiment for VRTS is mixed, with a consensus "Reduce" rating and a target price of $169.00. The company also declared a quarterly dividend of $2.40 per share, resulting in a 7.1% yield.
American Century Companies Inc. Acquires 29,919 Shares of Virtus Investment Partners, Inc. $VRTS
American Century Companies Inc. increased its stake in Virtus Investment Partners Inc. (NASDAQ:VRTS) by 23.8% in the third quarter, acquiring an additional 29,919 shares. This brings their total holdings to 155,881 shares, valued at approximately $29.6 million. Despite this acquisition and a 7.1% dividend yield, analysts maintain a "Reduce" rating on Virtus with an average target price of $169.
Virtus Investment Partners (NASDAQ:VRTS) Reaches New 1-Year Low - Here's Why
Virtus Investment Partners (NASDAQ:VRTS) reached a new 52-week low of $131.87 on Friday, trading at $133.28 with weakened analyst sentiment and a consensus "Reduce" rating. Despite the stock performance, the company offers a generous quarterly dividend of $2.40, resulting in an annualized yield of 7.2%. Institutional investors have recently increased their stakes in the company, which is an investment management firm headquartered in Hartford, Connecticut, offering diverse investment solutions.
Virtus Total Return Fund Inc. Announces Distributions
Virtus Total Return Fund Inc. (NYSE: ZTR) announced its monthly distributions for March, April, and May 2026, set at $0.05 per share for each month. The fund uses a Managed Distribution Plan, potentially distributing from net investment income, realized capital gains, or a return of capital. The announcement also included estimates for the sources of distributions for February 2026 and year-to-date figures, along with performance metrics.
Kingsview Wealth Management LLC Makes New Investment in Virtus Investment Partners, Inc. $VRTS
Kingsview Wealth Management LLC has acquired a new stake of 17,404 shares, valued at $3.31 million, in Virtus Investment Partners (NASDAQ:VRTS). Other hedge funds have also adjusted their holdings in VRTS, which recently declared a quarterly dividend of $2.40 per share, offering a 6.8% yield. Despite analyst downgrades leading to a "Reduce" consensus rating, the company maintains a market cap of $945.5 million and trades at a P/E ratio of 8.36.
Virtus fund with 7.46% payout keeps $0.05 monthly checks coming
Virtus Total Return Fund Inc. (NYSE: ZTR) announced monthly distributions of $0.05 for March, April, and May 2026. The fund operates under a Managed Distribution Plan, aiming for consistent payouts that may include net investment income, realized capital gains, or a return of capital. With an annualized current distribution rate of 7.46%, the fund detailed the estimated sources of its February 2026 distribution, showing significant contributions from net realized short-term and long-term capital gains.
Vanguard Group Inc. Sells 23,781 Shares of Virtus Investment Partners, Inc. $VRTS
Vanguard Group Inc. reduced its stake in Virtus Investment Partners, Inc. by 2.7% during the third quarter, holding 846,515 shares valued at approximately $160.9 million. Virtus recently announced a quarterly dividend of $2.40 per share, resulting in an annualized yield of 6.8%. Despite a consensus "Reduce" rating from analysts and an average price target of $169, the stock has seen some institutional buying from other firms.
Virtus Investment Partners Closes on Investment in Keystone National Group
Virtus Investment Partners (NYSE: VRTS) has completed its majority investment in Keystone National Group, an investment manager specializing in asset-centric private credit, effective March 1, 2026. This acquisition expands Virtus's capabilities into private markets with Keystone's asset-backed lending strategies, which managed $2.5 billion as of December 31, 2025. Keystone's management team will maintain autonomy while benefiting from Virtus's distribution and support, enhancing offerings for clients seeking alternative income and diversification.
Virtus Investment Says It Closed Majority Investment in Keystone National Group
Virtus Investment Partners, Inc. announced the closure of its majority investment in Keystone National Group, LLC. This follows their earlier declaration of completing the acquisition of a 56% stake in Keystone on February 28, 2026. The investment firm also recently reported its Q4 2025 earnings and declared a cash dividend for Q1 2026.
Virtus Investment Partners Closes on Investment in Keystone National Group
Virtus Investment Partners, Inc. has finalized its majority investment in Keystone National Group, an asset-centric private credit investment manager. This acquisition expands Virtus' investment capabilities into private markets and diversifies its offerings with Keystone's specialized asset-backed lending strategies. Keystone's management team will retain autonomy over investment processes and a significant equity stake, benefiting from Virtus' distribution network.
Virtus Investment Partners Closes on Investment in Keystone National Group
Virtus Investment Partners, Inc. has completed its majority investment in Keystone National Group, an investment manager specializing in asset-centric private credit. This acquisition expands Virtus’ capabilities into private markets, adding Keystone’s differentiated asset-backed lending strategies. Keystone will maintain its autonomy while benefiting from Virtus' distribution and support models.
Discipline and Rules-Based Execution in VRTS Response
Stock Traders Daily provides an analysis of Virtus Investment Partners Inc. (NASDAQ: VRTS), noting weak near and mid-term sentiment and a neutral long-term outlook with elevated downside risk. The report includes three institutional trading strategies (Position, Momentum Breakout, and Risk Hedging) and multi-timeframe signal analysis, providing support and resistance levels. The AI-generated signals for VRTS suggest current price positioning between support and resistance, with a call to access real-time signals and personalized analysis.
Press Release: Virtus Investment Partners Declares Quarterly Cash Dividend on Common Stock
The article references a press release announcing that Virtus Investment Partners has declared a quarterly cash dividend on its common stock. It also briefly mentions Unity Software's fourth-quarter financial results, including a 35% year-over-year revenue increase to $609 million, surpassing estimates, and a quarterly loss of 66 cents per share. This content is presented as informational and not investment advice.
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 Q1 2026, payable on May 13, 2026, to shareholders of record by April 30, 2026. This follows their Q4 2025 financial report, where the company missed EPS expectations but exceeded revenue forecasts. The declaration of future dividends remains subject to Board approval.
Virtus Investment Partners Declares Quarterly Cash Dividend on Common Stock
Virtus Investment Partners, Inc. announced that its Board of Directors has declared a quarterly cash dividend of $2.40 per common share for the first quarter of 2026. The dividend is scheduled to be paid on May 13, 2026, to shareholders of record as of April 30, 2026. This announcement highlights the company's commitment to returning value to its shareholders.
Virtus Investment Partners Declares Quarterly Cash Dividend on Common Stock
Virtus Investment Partners, Inc. announced that its Board of Directors has declared a quarterly cash dividend of $2.40 per common share for the first quarter of 2026. The dividend is scheduled to be paid on May 13, 2026, to shareholders recorded as of April 30, 2026. Virtus Investment Partners operates a multi-boutique asset management business, providing investment products and services to individual and institutional investors.
Fund with 8.15% payout says Feb. cash comes from income, gains
Virtus Total Return Fund Inc. (NYSE: ZTR) announced the sources of its monthly distribution of $0.05 per share for February 2026. The distribution primarily comes from net investment income (30%), net realized short-term capital gains (6%), and net realized long-term capital gains (64%), with no return of capital. The fund aims to maintain a consistent distribution level from income and capital gains, with an annualized current distribution rate of 8.15%.
AI & tech income fund posts 7.24% payout, mostly capital gains
Virtus Artificial Intelligence & Technology Opportunities Fund (AIO) has announced a monthly distribution of $0.15 per share for February 2026, with 95.6% sourced from net realized long-term capital gains and 4.4% from net investment income. The fund has an annualized current distribution rate of 7.24% and a 5-year average annual total return on NAV of 9.24%. AIO is a diversified closed-end fund focusing on total return through income, current gains, and long-term capital appreciation, with an expected termination around October 29, 2031.
Virtus Artificial Intelligence & Technology Opportunities Fund Discloses Sources of Distribution – Section 19(a) Notice
The Virtus Artificial Intelligence & Technology Opportunities Fund (NYSE: AIO) has announced its monthly distribution for February 2026, which is $0.15 per share. The notice details the estimated sources of this distribution, primarily from net realized long-term capital gains, and provides performance figures for the fund. The fund employs a multi-asset approach and has a limited term ending around October 29, 2031.
Virtus Investment Partners, Inc. (NASDAQ:VRTS) to Issue Quarterly Dividend of $2.40
Virtus Investment Partners (NASDAQ:VRTS) declared a quarterly dividend of $2.40 per share, to be paid on May 13 to shareholders of record by April 30. This dividend represents an annualized yield of 6.7%. Following the announcement, the company's shares increased by 1.1% to $143.95, reflecting a market capitalization of approximately $972 million.
Virtus Diversified Income & Convertible Fund Discloses Sources of Distribution – Section 19(a) Notice
The Virtus Diversified Income & Convertible Fund (NYSE: ACV) announced its monthly distribution of $0.18 per share, payable on February 26, 2026. The distribution primarily consists of net realized short-term capital gains (94.2%) and net investment income (5.8%), with no return of capital. The fund aims to provide total return through current income and capital appreciation, investing in convertibles, equities, and income-producing securities.
