Virtus Investment Partners

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

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Earnings data Q4 2023

Earnings data Q1 2024

Earnings data Q2 2024

Earnings data Q3 2024

Earnings data Q4 2024

Virtus Investment Partners reports mixed Q4 performance, eyes global expansion

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

Virtus Investment Partners reports strong Q1 performance and growth opportunities

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

Virtus Investment Partners reports robust Q2 earnings and growth strategies

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

Virtus Investment Partners reports improved earnings, focuses on international expansion

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

Virtus Investment Partners reports stable Q4 performance amidst growth focus

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

Virtus Investment Partners excels in Q1 2024, eyes strategic growth

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

Virtus Investment Partners reports resilient Q2 performance amid market challenges

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

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HARTFORD, Conn.--(BUSINESS WIRE)--Virtus Investment Partners, Inc. (NYSE: VRTS) today reported preliminary assets under management (AUM) of $173.6 billion and other fee earning assets of $2.6 billion for total client assets of $176.2 billion as of June 30, 2024. The decrease in AUM from March 31, 2024 primarily reflects market performance and net outflows due to institutional accounts and open-end funds, partially offset by positive net flows in retail separate accounts. Preliminary average AUM.

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

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

Why Virtus Investment Partners (VRTS) is a Great Dividend Stock Right Now

Why Virtus Investment Partners (VRTS) is a Top Dividend Stock for Your Portfolio

Virtus Investment's (VRTS) AUM balance in May 2024 reflects an improvement of 1.9% from the prior month's level.

Virtus Investment's (VRTS) May AUM Rises 1.9% Sequentially

HARTFORD, Conn.--(BUSINESS WIRE)--Virtus Investment Partners, Inc. (NYSE: VRTS) today reported preliminary assets under management of $173.3 billion as of May 31, 2024. In addition, the company provided services to $2.6 billion of other fee-earning assets, which are not included in assets under management. Assets Under Management (unaudited) ($ in millions)         By Product Type: May 31, 2024   April 30, 2024 Open-End Funds (1) $ 56,170   $ 55,114 Closed-End Funds   10,002     9,798 Retail Se.

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

Virtus AlphaSimplex Managed Futures ETF

NEW YORK--(BUSINESS WIRE)--Virtus Investment Partners, Inc. (NYSE: VRTS) has expanded its offerings of distinctive, actively managed exchange-traded funds with the introduction of the Virtus AlphaSimplex Managed Futures ETF (NYSE: ASMF), the first ETF strategy managed by AlphaSimplex Group, LLC. The Virtus AlphaSimplex Managed Futures ETF utilizes AlphaSimplex's proprietary research and dynamic risk management systems to analyze market behavior and adapt to changing market dynamics. The firm's.

Virtus Introduces Virtus AlphaSimplex Managed Futures ETF

Virtus Investment's (VRTS) preliminary AUM balance for April 2024 declines 5.2% on a sequential basis.

Virtus Investment's (VRTS) April AUM Dips 5.2% Sequentially

HARTFORD, Conn.--(BUSINESS WIRE)--Virtus Investment Partners, Inc. (NYSE: VRTS) today reported preliminary assets under management of $170.1 billion as of April 30, 2024. In addition, the company provided services to $2.6 billion of other fee-earning assets, which are not included in assets under management. Assets Under Management (unaudited) ($ in millions)         By Product Type: April 30, 2024   March 31, 2024 Open-End Funds (1) $ 55,114   $ 57,818 Closed-End Funds   9,798     10,064 Retai.

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

Virtus Investment Partners, Inc. (NYSE:VRTS ) Q1 2024 Earnings Conference Call April 26, 2024 10:00 AM ET Company Participants Sean Rourke - IR George Aylward - President and Chief Executive Officer Mike Angerthal - Executive Vice President and Chief Financial Officer Conference Call Participants Crispin Love - Piper Sandler Michael Cyprys - Morgan Stanley Bradley Hays - TD Cowen Operator Good morning. My name is Dede, and I will be your conference operator today.

Virtus Investment Partners, Inc. (VRTS) Q1 2024 Earnings Call Transcript

HARTFORD, Conn.--(BUSINESS WIRE)--Virtus Investment Partners, Inc. (NYSE: VRTS) today reported financial results for the three months ended March 31, 2024. Financial Highlights (Unaudited) (in millions, except per share data or as noted)   Three Months Ended       Three Months Ended       3/31/2024   3/31/2023   Change   12/31/2023   Change U.S. GAAP Financial Measures                   Revenues $ 222.0     $ 197.9     12 %   $ 214.6     3 % Operating expenses $ 189.7     $ 169.3     12 %   $ 1.

Virtus Investment Partners Announces Financial Results for First Quarter 2024

Virtus Investment Partners (VRTS) is seeing favorable earnings estimate revision activity and has a positive Zacks Earnings ESP heading into earnings season.

Should You Buy Virtus Investment Partners (VRTS) Ahead of Earnings?

Virtus (VRTS) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.

Will Virtus (VRTS) Beat Estimates Again in Its Next Earnings Report?

The heavy selling pressure might have exhausted for Virtus (VRTS) as it is technically in oversold territory now. In addition to this technical measure, strong agreement among Wall Street analysts in revising earnings estimates higher indicates that the stock is ripe for a trend reversal.

After Plunging -10.64% in 4 Weeks, Here's Why the Trend Might Reverse for Virtus (VRTS)

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

Virtus Investment Partners to Announce First Quarter 2024 Results on Friday, April 26

HARTFORD, Conn.--(BUSINESS WIRE)--Virtus Investment Partners, Inc. (NYSE: VRTS) today reported preliminary assets under management of $179.3 billion as of March 31, 2024. The increase from December 31, 2023 primarily reflects market performance and net inflows in retail separate accounts, partially offset by net outflows in institutional accounts and open-end funds. In addition, the company provided services to $2.7 billion of other fee-earning assets, which are not included in assets under man.

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

Virtus (VRTS) might move higher on growing optimism about its earnings prospects, which is reflected by its upgrade to a Zacks Rank #2 (Buy).

All You Need to Know About Virtus (VRTS) Rating Upgrade to Buy

Virtus Investment's (VRTS) AUM balance in February 2024, reflects an improvement of 2.9% from the prior month's level. Yet operating expenses remain near-term woes.

Virtus Investment's (VRTS) February AUM Rises 2.9% Sequentially

HARTFORD, Conn.--(BUSINESS WIRE)--Virtus Investment Partners, Inc. (NYSE: VRTS) today reported preliminary assets under management of $176.1 billion as of February 29, 2024. In addition, the company provided services to $2.6 billion of other fee-earning assets, which are not included in assets under management. Assets Under Management (unaudited) ($ in millions)         By Product Type: February 29, 2024   January 31, 2024 Open-End Funds (1) $ 56,984   $ 55,601 Closed-End Funds   9,856     9,79.

Virtus Investment Partners Reports Preliminary February 29, 2024 Assets Under Management

Virtus (VRTS) saw its shares surge in the last session with trading volume being higher than average. The latest trend in earnings estimate revisions could translate into further price increase in the near term.

Virtus (VRTS) Soars 8.1%: Is Further Upside Left in the Stock?

Virtus Investment's (VRTS) preliminary AUM balance for January 2024 declines 1% on a sequential basis.

Virtus Investment's (VRTS) January AUM Declines 1% Sequentially

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HARTFORD, Conn.--(BUSINESS WIRE)--Virtus Investment Partners, Inc. (NYSE: VRTS) today reported preliminary assets under management of $171.1 billion as of January 31, 2024. In addition, the company provided services to $2.6 billion of other fee-earning assets, which are not included in assets under management. Assets Under Management (unaudited) ($ in millions)         By Product Type: January 31, 2024   December 31, 2023 Open-End Funds (1) $ 55,601   $ 56,062 Closed-End Funds   9,795     10,02.

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

Virtus Investment Partners, Inc. (VRTS) Q4 2023 Earnings Call Transcript

Virtus Investment Partners (VRTS) came out with quarterly earnings of $6.11 per share, beating the Zacks Consensus Estimate of $5.96 per share. This compares to earnings of $5.17 per share a year ago.

Virtus Investment Partners (VRTS) Q4 Earnings Surpass Estimates

HARTFORD, Conn.--(BUSINESS WIRE)--Virtus Investment Partners, Inc. (NYSE: VRTS) today reported financial results for the three months ended December 31, 2023. Financial Highlights (Unaudited)   (in millions, except per share data or as noted)       Three Months Ended       Three Months Ended       12/31/2023   12/31/2022   Change   9/30/2023   Change U.S. GAAP Financial Measures                   Revenues $ 214.6     $ 198.4     8 %   $ 219.3     (2 %) Operating expenses $ 175.6     $ 167.2    .

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