Responsive Playbooks and the VRTS Inflection
This article from Stock Traders Daily discusses an "inflection" point for Virtus Investment Partners Inc. (NASDAQ: VRTS), highlighting divergent sentiment and a strong risk-reward setup. It outlines three AI-generated institutional trading strategies—Position, Momentum Breakout, and Risk Hedging—with specific entry, target, and stop-loss levels based on multi-timeframe signal analysis. The article emphasizes the predictive AI's capabilities in generating real-time signals and managing risk.
33,917 Shares of Virtus Investment Partners, Inc. $VRTS Bought by Bank of America Corp DE
Bank of America Corp DE has acquired 33,917 shares of Virtus Investment Partners, Inc. (NASDAQ:VRTS) for approximately $4.87 million, representing about 0.51% of the company. Institutional investors now own 80.52% of VRTS, but analyst sentiment remains cautious with an average "Reduce" rating and a $143 price target. Despite this, Virtus has increased its quarterly dividend to $2.45 per share, leading to a 7.6% yield.
Form 4 Virtus Investment Partners Inc For: 26 September By Investing.com
This article announces the filing of Form 4 for Virtus Investment Partners Inc. (VRTS) on September 26, 2026. The content provides the title of the filing and mentions the associated stock symbol, but does not include further details about the transaction itself.
Form 4 Virtus Investment Partners Inc For: 26 September By Investing.com
This article reports on a Form 4 filing for Virtus Investment Partners Inc. (VRTS) for September 26. The main body of the content includes market data, news headlines, and various financial tools provided by Investing.com, rather than details of the Form 4 itself. It also showcases trending stocks and AI-powered stock picks.
Press Release: Virtus Artificial Intelligence & Technology Opportunities Fund Announces Increase to Monthly Distributions and Discloses Sources of Distribution -- Section 19(a) Notice
Virtus Artificial Intelligence & Technology Opportunities Fund announced an increase in its monthly distributions, effective for the October 2026 distribution. The fund will pay $0.1500 per share, up from $0.1000, and has provided a Section 19(a) notice detailing the sources of these distributions, which include net investment income, net realized capital gains, and a return of capital.
Virtus Zevenbergen Technology Fund Q2 2026 Commentary (DRGTX)
The Virtus Zevenbergen Technology Fund (DRGTX) returned 42.75% in Q2 2026, primarily driven by strong performances from Micron Technology and Advanced Micro Devices due to their exposure to AI-driven semiconductor growth. While the fund currently focuses on AI infrastructure builders, it anticipates shifting towards AI users for future outperformance, monitoring market volatility and capital expenditure trends. Shopify and Meta Platforms were the largest detractors from the fund's performance during the quarter.
Virtus Duff & Phelps Water Fund Q2 2026 Commentary
The Virtus Duff & Phelps Water Fund's Q2 2026 performance was impacted by allocations to environmental, engineering & construction, and municipal end-markets. Despite global geopolitical de-escalation and a focus on AI, energy price volatility and inflation expectations are expected to continue. The fund maintains industrial exposures and is overweight Pentair, anticipating recovery in residential fundamentals.
Squarepoint Ops LLC Decreases Position in Virtus Investment Partners, Inc. $VRTS
Squarepoint Ops LLC significantly reduced its stake in Virtus Investment Partners Inc. (NASDAQ:VRTS) by 85.6% during the second quarter, now holding 4,690 shares valued at approximately $673,000. Despite this reduction, other institutional investors have increased their holdings, and institutions collectively own 80.52% of the company. Virtus Investment Partners recently increased its quarterly dividend to $2.45 per share, offering an annualized yield of 7.8%, though analysts maintain a cautious "Reduce" rating with a target price of $145.50.
Virtus Investment Partners (VRTS) Reports Broad Outflows. Can Growing Products Offset the Erosion?
Virtus Investment Partners (VRTS) reported a decline in August AUM to $147.501 billion due to broad net outflows across institutional, retail, and global funds, though partially offset by inflows into ETFs and tender-offer funds. The article discusses whether these growing product areas can sufficiently stabilize the revenue base and offset the significant client withdrawals and potential pressure on margins. Despite these challenges, hedge fund sentiment remained unchanged in Q2 2026.
Virtus Investment Partners (NASDAQ:VRTS) Shares Gap Down - What's Next?
Virtus Investment Partners (NASDAQ:VRTS) shares gapped down on Thursday, opening at $131.82 after closing at $137.88, and last trading near $132.25. Analyst sentiment for VRTS remains cautious, with a consensus "Reduce" rating and a target price of $145.50, though the company recently increased its quarterly dividend to $2.45 per share. Insider trading activity included sales by EVP Michael Angerthal and Director W. Morris, while institutional investors have adjusted their holdings.
Virtus Investment Partners (NASDAQ:VRTS) Director W Howard Morris Sells 435 Shares
Virtus Investment Partners Director W. Howard Morris sold 435 shares of VRTS stock for approximately $60,287. Following the sale, Virtus shares decreased by 4.3% to $137.38. Despite a cautious outlook from analysts, the company recently increased its quarterly dividend to $2.45 per share, resulting in an annualized dividend of $9.80 and a 7.1% yield.
Virtus Investment Partners reports August AUM of $147.5 billion By Investing.com
Virtus Investment Partners, Inc. reported preliminary assets under management (AUM) of $147.5 billion and total client assets of $149.2 billion as of August 31, 2026. This marks a decrease from the $148.9 billion AUM reported in July, primarily due to net outflows from institutional accounts, retail separate accounts, U.S. retail funds, and global funds. The outflows were partially mitigated by positive market performance and net flows into exchange-traded funds and tender offer funds.
Virtus Investment Partners reports August AUM of $147.5 billion By Investing.com
Virtus Investment Partners reported preliminary assets under management (AUM) of $147.5 billion as of August 31, 2026, a decrease from July's $148.9 billion. The decline was attributed to net outflows in institutional accounts, retail separate accounts, U.S. retail funds, and global funds, partially offset by market performance and positive flows in ETFs and tender offer funds.
Legal & General Group Plc Takes $1.97 Million Position in Virtus Investment Partners, Inc. $VRTS
Legal & General Group Plc has acquired a new position in Virtus Investment Partners, Inc. (NASDAQ:VRTS), purchasing 13,684 shares valued at approximately $1.97 million. This investment gives Legal & General Group Plc a 0.21% stake in Virtus, where institutional investors collectively own 80.52% of the stock. Analysts currently hold a "Reduce" rating for VRTS with a consensus target price of $145.50, and the company recently increased its quarterly dividend to $2.45 per share.
Bank of New York Mellon Corp Acquires Shares of 70,719 Virtus Investment Partners, Inc. $VRTS
Bank of New York Mellon Corp has acquired 70,719 shares of Virtus Investment Partners (NASDAQ:VRTS) for approximately $10.15 million, establishing a 1.06% stake in the company. Other institutional investors have also adjusted their holdings, and Virtus Investment Partners recently increased its quarterly dividend to $2.45 per share, yielding 6.2%. Analyst ratings remain cautious, with a consensus "Reduce" rating and an average price target below the current share price.
Empowered Funds LLC Invests $2.41 Million in Virtus Investment Partners, Inc. $VRTS
Empowered Funds LLC recently acquired a new stake in Virtus Investment Partners (NASDAQ:VRTS) by purchasing 16,792 shares valued at $2.41 million, giving it a 0.25% ownership. While institutional investors collectively hold a significant 80.52% of the company, analyst sentiment remains cautious, with a consensus "Reduce" rating and an average price target below the current trading price. Virtus has also increased its quarterly dividend to $2.45 per share, offering a 6.2% yield.
Susquehanna Fundamental Investments LLC Grows Stock Holdings in Virtus Investment Partners, Inc. $VRTS
Susquehanna Fundamental Investments LLC significantly increased its stake in Virtus Investment Partners (NASDAQ:VRTS) by 257% in the second quarter, now holding 14,095 shares valued at $2.02 million. This comes despite cautious analyst sentiment, with a consensus "Reduce" rating and an average price target of $145.50. Virtus Investment Partners also increased its quarterly dividend to $2.45 per share, resulting in a 6.1% yield, even as an executive recently sold a substantial number of shares.
Virtus Global Multi-Sector Income Fund Announces Distributions
Virtus Global Multi-Sector Income Fund (NYSE: VGI) has declared its monthly distributions for September, October, and November 2026, each set at $0.08 per share. The fund aims to maximize current income while preserving capital through diversified fixed-income investments. These distribution amounts are estimates and subject to change for tax purposes.
Bank of America Corp DE Decreases Stake in Virtus Investment Partners, Inc. $VRTS
Bank of America Corp DE significantly reduced its stake in Virtus Investment Partners, Inc. (NASDAQ:VRTS) by 33% in the first quarter, selling 12,848 shares and retaining 26,124 shares valued at $3.51 million. Despite this, institutional investors collectively own 80.52% of VRTS, and other firms like First Trust Advisors and Renaissance Technologies increased their positions. Analyst sentiment remains cautious with a consensus "Reduce" rating and an average price target of $145.50, while Virtus also increased its quarterly dividend to $2.45 per share.
BlackRock Inc. Purchases Shares of 1,056,614 Virtus Investment Partners, Inc. $VRTS
BlackRock Inc. acquired 1,056,614 shares of Virtus Investment Partners (NASDAQ:VRTS) during the second quarter, representing a 15.81% stake valued at approximately $151.6 million. Other institutional investors also adjusted their holdings, with institutional ownership of VRTS now at 80.52%. Virtus Investment Partners recently increased its quarterly dividend to $2.45 per share, resulting in an annualized dividend of $9.80 and a 5.8% yield, while analysts maintain a "Reduce" rating with a $145.50 average price target.
Royal Bank of Canada Decreases Stock Holdings in Virtus Investment Partners, Inc. $VRTS
Royal Bank of Canada significantly reduced its stake in Virtus Investment Partners, Inc. (NASDAQ:VRTS) by 97.4% in the first quarter, selling over 85,000 shares. Despite high institutional ownership, analyst sentiment is cautious, with a consensus "Reduce" rating and a price target below the current trading price. Meanwhile, Virtus Investment Partners has increased its quarterly dividend to $2.45 per share, offering a 5.9% yield.
AWH Capital L.P. Buys Shares of 24,742 Virtus Investment Partners, Inc. $VRTS
AWH Capital L.P. has acquired a new stake in Virtus Investment Partners, purchasing 24,742 shares valued at approximately $3.55 million. This move makes Virtus Investment Partners the 19th largest holding for AWH Capital L.P., representing about 0.37% of the company. Despite this institutional investment, analyst sentiment remains cautious, with a consensus "Reduce" rating and a price target below the current stock price, alongside a recent insider sale by an executive.
Ieq Capital LLC Invests $3.25 Million in Virtus Investment Partners, Inc. $VRTS
Ieq Capital LLC has acquired a new stake of 22,680 shares, valued at $3.25 million, in Virtus Investment Partners, Inc. (NASDAQ:VRTS) during the second quarter. Other institutional investors like BlackRock Inc. and Bank of New York Mellon Corp also recently increased their holdings. Analysts currently rate VRTS with a consensus "Reduce" and an average price target of $145.50.
Virtus Investment Partners, Inc. Revenue Breakdown – NYSE:VRTS
Virtus Investment Partners, Inc. (NYSE: VRTS) generated $852.87 million in revenue last year. The Open-end Funds segment was the top-performing segment, contributing $286.61 million, a decrease from $317.99 million in the previous year. All of the company's revenue last year, $852.87 million, originated from the United States.
Virtus Investment Partners (NASDAQ: VRTS) adds Jack Boyce to board
Virtus Investment Partners (VRTS) announced the appointment of John T. “Jack” Boyce to its Board of Directors and Audit Committee, effective August 19, 2026. Boyce brings over 25 years of senior financial leadership experience, including roles at Insight Investment and Standard Life Investments. He will receive standard non-employee director compensation, and his appointment is expected to bolster the company's focus on growth and shareholder value.
Virtus Improves after Issuing Cash Dividend
Virtus Investment Partners, Inc. (NYSE: VRTS) announced a quarterly cash dividend of $2.45 per common share, marking its ninth consecutive annual increase. The CEO, George R. Aylward, emphasized the company's commitment to returning capital to shareholders, supported by a strong balance sheet and cash flow. The dividend will be paid on November 13, 2026, to shareholders of record on October 30, 2026.
Virtus Investment Partners Increases Quarterly Common Stock Dividend to $2.45 Per Share
Virtus Investment Partners announced its Board of Directors has declared a quarterly cash dividend of $2.45 per common share, marking its ninth consecutive annual dividend increase. This decision reflects the company's commitment to returning capital to shareholders, supported by a strong balance sheet and ongoing cash flow generation. The dividend will be paid on November 13, 2026, to shareholders of record as of October 30, 2026.
Virtus Investment Partners raises quarterly dividend to $2.45 By Investing.com
Virtus Investment Partners (NYSE:VRTS) has announced that its board of directors declared a quarterly cash dividend of $2.45 per common share. This marks the company's ninth consecutive annual dividend increase. The dividend will be paid on November 13, 2026, to shareholders of record as of October 30, 2026, reflecting the company's commitment to returning capital to shareholders.
Virtus Investment Partners raises quarterly dividend to $2.45 By Investing.com
Virtus Investment Partners (NYSE:VRTS) has announced a quarterly cash dividend of $2.45 per common share, marking its ninth consecutive annual increase. The dividend will be paid on November 13, 2026, to shareholders of record as of October 30, 2026. This decision reflects the company's commitment to returning capital to shareholders, as stated by President and CEO George R. Aylward.
Virtus Investment Partners Increases Quarterly Common Stock Dividend to $2.45 Per Share
Virtus Investment Partners (NYSE: VRTS) has announced that its Board of Directors declared a quarterly cash dividend of $2.45 per common share, marking the ninth consecutive annual increase. This decision reflects the company's commitment to returning capital to shareholders, supported by a strong balance sheet and consistent cash flow generation. The dividend will be paid on November 13, 2026, to shareholders of record as of October 30, 2026.
Virtus Introduces Two Actively Managed ETFs from Zevenbergen
Virtus Investment Partners has introduced two new actively managed ETFs, the Virtus Zevenbergen Innovative Growth ETF (ZINN) and Virtus Zevenbergen Discovery Growth ETF (ZDIS), by converting existing Zevenbergen mutual funds. These ETFs will continue to be managed by Zevenbergen Capital Investments, offering investors access to their high-growth equity strategies with the benefits of an ETF structure. This move expands Virtus's ETF lineup and provides increased transparency and tax efficiencies for shareholders.
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 Investment Partners Announces Financial Results for Second Quarter 2026
Virtus Investment Partners (NYSE: VRTS) reported its financial results for the second quarter of 2026, showing diluted earnings per share of $6.68 and adjusted diluted earnings per share of $5.54. The company recorded total sales of $6.1 billion, net outflows of $5.6 billion, and assets under management totaling $152.2 billion. The report details both U.S. GAAP and non-GAAP financial measures, highlighting changes in revenues, operating expenses, and net income compared to previous quarters and the prior year.
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.
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.
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.
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.
