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    Trade Virtus - VRTS CFD

    200.98
    2.84%
    • Summary
    • Historical Data
    • Events
    • Income Statement
    • Balance Sheet
    • Cash Flow
    • Ownership
    Trading Conditions
    Spread 0.93
    Long position overnight fee

    Long position overnight fee

    Margin. Your investment $1,000.00
    Overnight fee -0.026235 %
    Charges from full value of position ($-4.98)
    Trade size with leverage ~ $20,000.00
    Money from leverage ~ $19,000.00
    Go to platform
    		-0.026235%
    Short position overnight fee

    Short position overnight fee

    Margin. Your investment $1,000.00
    Overnight fee 0.004012 %
    Charges from full value of position ($0.76)
    Trade size with leverage ~ $20,000.00
    Money from leverage ~ $19,000.00
    Go to platform
    		0.004012%
    Overnight fee time 22:00 (UTC)
    Min traded quantity 1
    Currency USD
    Margin 5%
    Stock exchange United States of America
    Commission on trade 0%

    *Information provided by Capital.com

    Virtus Investment Partners Inc ESG Risk Ratings

    High Medium Low Negligible

    ‘C’ score indicates satisfactory relative ESG performance and moderate degree of transparency in reporting material ESG data publicly.

    More ESG coverage

    Key Stats
    Prev. Close* 195.43
    Open* 193.42
    1-Year Change* 0.06%
    Day's Range* 193.42 - 200.98
    52 wk Range 165.00-248.23
    Average Volume (10 days) 51.14K
    Average Volume (3 months) 841.11K
    Market Cap 1.39B
    P/E Ratio 10.61
    Shares Outstanding 7.18M
    Revenue 829.05M
    EPS 18.27
    Dividend (Yield %) 3.92096
    Beta 1.52
    Next Earnings Date Feb 1, 2024

    All data is provided by Refinitiv, except for data marked with an asterisk, which is *data provided by Capital.com

    • Last Week
    • Last Month
    • Last Year
    • Last two Years
    • Max
    • Daily
    • Weekly
    • Monthly
    Date Close Change Change (%) Open High Low
    Dec 1, 2023 200.98 6.89 3.55% 194.09 201.52 193.39
    Nov 30, 2023 195.43 1.96 1.01% 193.47 198.29 189.89
    Nov 29, 2023 194.92 3.14 1.64% 191.78 196.53 191.78
    Nov 28, 2023 191.51 1.61 0.85% 189.90 193.95 189.89
    Nov 27, 2023 193.90 -1.97 -1.01% 195.87 196.42 193.09
    Nov 24, 2023 196.66 2.78 1.43% 193.88 198.03 193.88
    Nov 22, 2023 195.82 3.94 2.05% 191.88 196.78 191.88
    Nov 21, 2023 193.71 -3.17 -1.61% 196.88 196.96 193.67
    Nov 20, 2023 197.83 0.10 0.05% 197.73 200.38 196.88
    Nov 17, 2023 198.71 1.82 0.92% 196.89 201.68 196.89
    Nov 16, 2023 197.81 0.73 0.37% 197.08 200.40 196.90
    Nov 15, 2023 201.76 -2.23 -1.09% 203.99 208.19 200.59
    Nov 14, 2023 203.21 7.08 3.61% 196.13 203.73 196.13
    Nov 13, 2023 192.30 1.27 0.66% 191.03 193.12 190.14
    Nov 10, 2023 192.99 1.45 0.76% 191.54 193.96 189.94
    Nov 9, 2023 192.82 -0.92 -0.47% 193.74 195.58 188.41
    Nov 8, 2023 193.62 -1.70 -0.87% 195.32 196.15 192.05
    Nov 7, 2023 194.03 -1.77 -0.90% 195.80 198.37 192.45
    Nov 6, 2023 199.25 3.45 1.76% 195.80 199.45 195.80
    Nov 3, 2023 200.91 3.76 1.91% 197.15 202.22 191.86

    Virtus Events

    Time (UTC) Country Event
    Thursday, February 1, 2024

    Time (UTC)

    13:30

    Country

    US

    Event

    Q4 2023 Virtus Investment Partners Inc Earnings Release
    Q4 2023 Virtus Investment Partners Inc Earnings Release

    Forecast

    -

    Previous

    -
    View all events
    • Annual
    • Quarterly
    2022 2021 2020 2019 2018
    Total revenue 886.379 979.234 603.896 563.246 552.235
    Revenue 886.379 979.234 603.896 563.246 552.235
    Total Operating Expense 688.919 653.746 460.732 438.536 439.136
    Selling/General/Admin. Expenses, Total 483.871 499.269 344.309 322.62 330.942
    Depreciation / Amortization 62.427 48.381 34.787 35.236 29.739
    Unusual Expense (Income) 4.015 0 1.155 2.302 0.087
    Other Operating Expenses, Total 130.586 93.696 80.481 78.378 78.368
    Operating Income 197.46 325.488 143.164 124.71 113.099
    Interest Income (Expense), Net Non-Operating -33.419 23.952 18.858 13.564 -7.347
    Other, Net -0.153 4.23 1.876 2.411 3.289
    Net Income Before Taxes 163.888 353.67 163.898 140.685 109.041
    Net Income After Taxes 106.628 262.835 119.963 105.508 76.08
    Minority Interest 10.913 -54.704 -40.006 -9.859 -0.551
    Net Income Before Extra. Items 117.541 208.131 79.957 95.649 75.529
    Net Income 117.541 208.131 79.957 95.649 75.529
    Income Available to Common Excl. Extra. Items 117.541 208.131 79.957 87.312 67.192
    Income Available to Common Incl. Extra. Items 117.541 208.131 79.957 87.312 67.192
    Diluted Net Income 117.541 208.131 79.957 87.312 67.192
    Diluted Weighted Average Shares 7.582 8.003 7.976 8.149 8.527
    Diluted EPS Excluding Extraordinary Items 15.5026 26.0066 10.0247 10.7144 7.87991
    Dividends per Share - Common Stock Primary Issue 6.3 4.64 2.98 2.44 2
    Diluted Normalized EPS 15.8472 26.0066 10.1307 10.9263 7.88703
    Total Extraordinary Items 0 0
    Total Adjustments to Net Income 0 0 -8.337 -8.337
    Interest Expense (Income) - Net Operating 8.02 12.4
    Jun 2023 Mar 2023 Dec 2022 Sep 2022 Jun 2022
    Total revenue 213.536 197.874 198.371 210.261 225.307
    Revenue 213.536 197.874 198.371 210.261 225.307
    Total Operating Expense 174.49 169.295 167.15 166.244 168.637
    Selling/General/Admin. Expenses, Total 130.154 122.329 112.041 115.048 117.943
    Depreciation / Amortization 17.293 15.536 15.697 15.547 15.586
    Other Operating Expenses, Total 33.843 31.43 34.292 31.634 32.208
    Operating Income 39.046 28.579 31.221 44.017 56.67
    Interest Income (Expense), Net Non-Operating 2.891 15.11 8.257 -5.189 -26.502
    Other, Net -0.847 -0.343 -0.352 -0.659 0.571
    Net Income Before Taxes 41.09 43.346 39.126 38.169 30.739
    Net Income After Taxes 30.18 34.643 25.835 27.415 14.259
    Minority Interest 0.077 3.981 9.565 4.265 3.143
    Net Income Before Extra. Items 30.257 38.624 35.4 31.68 17.402
    Net Income 30.257 38.624 35.4 31.68 17.402
    Income Available to Common Excl. Extra. Items 30.257 38.624 35.4 31.68 17.402
    Income Available to Common Incl. Extra. Items 30.257 38.624 35.4 31.68 17.402
    Diluted Net Income 30.257 38.624 35.4 31.68 17.402
    Diluted Weighted Average Shares 7.385 7.41 7.42 7.463 7.607
    Diluted EPS Excluding Extraordinary Items 4.09709 5.21242 4.77089 4.24494 2.28763
    Dividends per Share - Common Stock Primary Issue 1.65 1.65 1.65 1.65 1.5
    Diluted Normalized EPS 4.09709 5.21242 4.77089 4.63135 2.28763
    Unusual Expense (Income) 0 4.015
    Interest Expense (Income) - Net Operating -6.8 5.12 0 2.9
    Total Adjustments to Net Income
    • Annual
    • Quarterly
    2022 2021 2020 2019 2018
    Total Current Assets 537.838 611.684 395.954 379.119 351.31
    Cash and Short Term Investments 438.564 487.811 311.455 304.987 281.263
    Cash & Equivalents 338.234 378.921 246.511 221.781 201.705
    Total Receivables, Net 99.274 123.873 84.499 74.132 70.047
    Accounts Receivable - Trade, Net 99.274 123.873 84.499 74.132 70.047
    Total Assets 3952.93 3934.18 3466.94 3204.63 2870.53
    Property/Plant/Equipment, Total - Net 2273.74 2190.08 2364.86 2069.26 1769.72
    Goodwill, Net 348.836 338.406 290.366 290.366 290.366
    Intangibles, Net 442.519 500.571 280.264 310.391 338.812
    Long Term Investments 250.945 207.224 93.338 100.158 52.951
    Other Long Term Assets, Total 99.06 86.216 42.156 55.34 67.374
    Total Current Liabilities 359.217 413.333 156.884 133.6 129.027
    Payable/Accrued 33.2 48.496 25.357 23.308 27.926
    Accrued Expenses 181.805 187.449 122.514 101.377 93.339
    Notes Payable/Short Term Debt 0 0 0 0 0
    Other Current Liabilities, Total 144.212 177.388 9.013 8.915 7.762
    Total Liabilities 3135.92 3105.9 2755.8 2528.94 2240.63
    Total Long Term Debt 2338.34 2299.96 2391.66 2112.37 1949.44
    Long Term Debt 2338.34 2299.96 2391.66 2112.37 1949.44
    Minority Interest 119.635 147.315 125.312 74.403 71.439
    Other Liabilities, Total 318.724 245.293 81.949 208.558 90.716
    Total Equity 817.019 828.277 711.141 675.699 629.909
    Preferred Stock - Non Redeemable, Net 0 110.843 110.843
    Common Stock 0.12 0.119 0.118 0.107 0.106
    Additional Paid-In Capital 1286.24 1276.42 1298 1199.2 1209.81
    Retained Earnings (Accumulated Deficit) 130.261 60.962 -135.259 -215.216 -310.865
    Treasury Stock - Common -599.248 -509.248 -451.749 -419.249 -379.249
    Other Equity, Total -0.358 0.02 0.029 0.009 -0.005
    Total Liabilities & Shareholders’ Equity 3952.93 3934.18 3466.94 3204.63 2870.53
    Total Common Shares Outstanding 7.18155 7.50615 7.58347 6.80928 6.99738
    Total Preferred Shares Outstanding 1.15 1.15 1.15
    Short Term Investments 100.33 108.89 64.944 83.206 79.558
    Unrealized Gain (Loss) 0 0 -0.726
    Property/Plant/Equipment, Total - Gross 105.31 73.617 54.546 58.332 44.234
    Accumulated Depreciation, Total -21.687 -23.775 -22.958 -19.182 -24.08
    Sep 2023 Jun 2023 Mar 2023 Dec 2022 Sep 2022
    Total Current Assets 454.766 429.025 426.986 537.838 512.188
    Cash and Short Term Investments 347.752 324.801 329.087 438.564 407.493
    Cash & Equivalents 195.403 201.462 213.424 338.234 309.248
    Short Term Investments 152.349 123.339 115.663 100.33 98.245
    Total Receivables, Net 107.014 104.224 97.899 99.274 104.695
    Accounts Receivable - Trade, Net 107.014 104.224 97.899 99.274 104.695
    Total Assets 3765.3 3645.61 3698.05 3952.93 3546.04
    Property/Plant/Equipment, Total - Net 2094.72 2048.22 2128.18 2273.74 1996.21
    Goodwill, Net 397.098 397.098 348.836 348.836 348.836
    Intangibles, Net 452.338 467.783 428.128 442.519 467.476
    Long Term Investments 210.43 156.217 204.753 250.945 86.382
    Other Long Term Assets, Total 155.949 147.266 161.166 99.06 134.943
    Total Current Liabilities 305.766 266.053 223.71 359.217 332.104
    Payable/Accrued 32.74 39.375 38.564 33.2 37.758
    Accrued Expenses 161.745 117.681 69.103 181.805 145.361
    Notes Payable/Short Term Debt 0 0 0 0 0
    Other Current Liabilities, Total 111.281 108.997 116.043 144.212 148.985
    Total Liabilities 2903.2 2794.1 2860.13 3135.92 2746.83
    Total Long Term Debt 2217.76 2205.8 2311.09 2338.34 2120.37
    Long Term Debt 2217.76 2205.8 2311.09 2338.34 2120.37
    Minority Interest 101.714 115.595 113.012 119.635 131.176
    Other Liabilities, Total 277.951 206.651 212.317 318.724 163.181
    Total Equity 862.104 851.513 837.915 817.019 799.205
    Common Stock 0.122 0.122 0.121 0.12 0.12
    Additional Paid-In Capital 1295.99 1286.78 1281.51 1286.24 1281.78
    Retained Earnings (Accumulated Deficit) 190.615 174.011 155.792 130.261 107.324
    Treasury Stock - Common -624.248 -609.248 -599.248 -599.248 -589.248
    Other Equity, Total -0.373 -0.147 -0.259 -0.358 -0.771
    Total Liabilities & Shareholders’ Equity 3765.3 3645.61 3698.05 3952.93 3546.04
    Total Common Shares Outstanding 7.18276 7.25479 7.28839 7.18155 7.23197
    • Annual
    • Quarterly
    2022 2021 2020 2019 2018
    Net income/Starting Line 106.628 262.835 119.963 105.508 76.08
    Cash From Operating Activities 132.67 665.729 -226.103 -36.723 -62.555
    Cash From Operating Activities 64.215 50.769 38.853 39.643 33.426
    Deferred Taxes -1.96 -9.664 6.332 5.982 10.429
    Non-Cash Items -23.886 328.026 -403.65 -194.509 -185.37
    Cash Taxes Paid 74.313 95.411 35.388 29.062 23.8
    Cash Interest Paid 11.134 6.478 8.857 18.072 11.846
    Changes in Working Capital -12.327 33.763 12.399 6.653 2.88
    Cash From Investing Activities -27.467 -175.033 8.681 4.448 -121.228
    Capital Expenditures -6.582 -5.838 -1.043 -7.555 -11.717
    Other Investing Cash Flow Items, Total -20.885 -169.195 9.724 12.003 -109.511
    Cash From Financing Activities -102.057 -244.4 235.332 99.558 204.157
    Financing Cash Flow Items -33.446 -29.818 -13.871 0.09 -15.913
    Total Cash Dividends Paid -47.254 -31.411 -24.884 -25.315 -22.376
    Issuance (Retirement) of Stock, Net -123.036 -57.433 -32.337 -39.274 -26.682
    Issuance (Retirement) of Debt, Net 101.679 -125.738 306.424 164.057 269.128
    Net Change in Cash 3.034 246.296 17.91 67.283 20.374
    Foreign Exchange Effects -0.112
    Mar 2023 Dec 2022 Sep 2022 Jun 2022 Mar 2022
    Net income/Starting Line 34.643 106.628 80.793 53.378 39.119
    Cash From Operating Activities -42.959 132.67 154.85 37.611 -81.775
    Cash From Operating Activities 15.91 64.215 48.143 32.223 15.982
    Deferred Taxes 1.441 -1.96 -5.5 -2.271 0.562
    Non-Cash Items 2.259 -23.886 79.38 42.778 -24.24
    Changes in Working Capital -97.212 -12.327 -47.966 -88.497 -113.198
    Cash From Investing Activities -13.145 -27.467 -25.747 -24.442 -22.575
    Capital Expenditures -1.448 -6.582 -5.495 -4.361 -2.51
    Other Investing Cash Flow Items, Total -11.697 -20.885 -20.252 -20.081 -20.065
    Cash From Financing Activities -115.078 -102.057 -318.968 -240.177 -145.777
    Financing Cash Flow Items -39.094 -33.446 -28.63 -51.918 -50.186
    Total Cash Dividends Paid -14.083 -47.254 -35.244 -24.19 -12.663
    Issuance (Retirement) of Stock, Net 0 -123.036 -113.036 -70 -30
    Issuance (Retirement) of Debt, Net -61.901 101.679 -142.058 -94.069 -52.928
    Net Change in Cash -171.002 3.034 -190.515 -227.314 -250.183
    Foreign Exchange Effects 0.18 -0.112 -0.65 -0.306 -0.056
    Investor Name Investor Type Percent Outstanding Shares Held Shares change Holdings Date Turnover Rating
    BlackRock Institutional Trust Company, N.A. Investment Advisor 14.0545 1019709 -46101 2023-06-30 LOW
    The Vanguard Group, Inc. Investment Advisor/Hedge Fund 12.5698 911988 2214 2023-06-30 LOW
    T. Rowe Price Investment Management, Inc. Investment Advisor 6.0698 440389 3796 2023-06-30 LOW
    Dimensional Fund Advisors, L.P. Investment Advisor/Hedge Fund 4.2349 307258 20491 2023-06-30 LOW
    State Street Global Advisors (US) Investment Advisor/Hedge Fund 3.9219 284548 215 2023-06-30 LOW
    Aylward (George Robert) Individual Investor 3.5249 255742 19342 2023-03-31 LOW
    Vulcan Value Partners, LLC Investment Advisor 3.06 222015 -5686 2023-06-30 LOW
    Fidelity Management & Research Company LLC Investment Advisor 2.1756 157845 100454 2023-06-30 LOW
    Schonfeld Strategic Advisors LLC Hedge Fund 1.9643 142516 -24788 2023-06-30 HIGH
    Geode Capital Management, L.L.C. Investment Advisor/Hedge Fund 1.9588 142118 3698 2023-06-30 LOW
    Fidelity Institutional Asset Management Investment Advisor 1.8222 132210 6484 2023-06-30 LOW
    RBC Global Asset Management (U.S.) Inc. Investment Advisor/Hedge Fund 1.5572 112979 673 2023-06-30 LOW
    WCM Investment Management Investment Advisor 1.5564 112920 538 2023-09-30 LOW
    Victory Capital Management Inc. Investment Advisor/Hedge Fund 1.5539 112743 -4040 2023-06-30 LOW
    Charles Schwab Investment Management, Inc. Investment Advisor 1.2372 89766 4240 2023-06-30 LOW
    Brown Advisory Investment Advisor/Hedge Fund 1.2335 89496 2836 2023-09-30 LOW
    Mellon Investments Corporation Investment Advisor/Hedge Fund 1.1336 82249 147 2023-09-30 LOW
    Angerthal (Michael A) Individual Investor 1.0105 73318 5186 2023-03-31 LOW
    Norges Bank Investment Management (NBIM) Sovereign Wealth Fund 0.9235 67005 -523 2022-12-31 LOW
    JP Morgan Asset Management Investment Advisor 0.9229 66962 724 2023-06-30 LOW

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    Virtus Company profile

    About Virtus Investment Partners Inc

    Virtus Investment Partners, Inc. provides investment management and related services to individuals and institutions. The Company offers investments for individual and institutional investors in different product structures and through multiple distribution channels. It provides various asset classes (equity, fixed income and alternative), geographies (domestic, international, and emerging), market capitalizations (large, mid, and small), styles (growth, core, and value) and investment approaches (fundamental, quantitative, and thematic). Its retail products include open-end funds and exchange traded funds (ETFs) as well as closed-end funds and retail separate accounts. Its institutional products are offered through separate accounts and pooled to a variety of institutional clients. It also provides sub advisory services to other investment advisers and serve as the collateral manager for structured products. It distributes its open-end funds and ETFs through financial intermediaries.

    Financial summary

    BRIEF: For the fiscal year ended 31 December 2021, Virtus Investment Partners Inc revenues increased 62% to $979.2M. Net income increased from $80M to $208.1M. Revenues reflect Open-end funds segment increase of 59% to $393.7M, Retail separate accounts segment increase of 67% to $174.9M. Net income benefited from Interest expense of CIP decrease of 29% to $60.4M (expense), Other Operating Expens decrease of 66% to $3.6M (expense).

    Equity composition

    Common Stock $0.01 Par, 12/10, 1B auth., 6,271,821 issd. less 20,000 Treas. @ 924K. Insiders own approx. 34%.

    Industry: Investment Management & Fund Operators (NEC)

    One Financial Plaza
    26th Floor
    HARTFORD
    CONNECTICUT 06103
    US

    Income Statement

    • Annual
    • Quarterly

    News

    CPI drops more than expected in Europe, Spain’s IBEX 35 looking to break pre-COVID highs

    CPI drops more than expected in Europe, Spain’s IBEX 35 looking to break pre-COVID highs

    12:39, 30 November 2023

    Euro Zone CPI expected to continue dropping; economists warn about cutting too soon

    EZ PI expected to drop further but speed of decline

    08:16, 29 November 2023

    A weaker Dollar drives gold higher

    Gold prices have returned above $US2000 per ounce. We run through the factors driving gold and the commodity’s key technicals.

    13:49, 28 November 2023

    Q3 US Earnings Recap: Profits surprise to the upside, but outlook remains uncertain

    US earnings for the third quarter were far better than expected. However, uncertainty about the outlook for company profits continues. We review the quarterly earnings and look ahead to what the markets expect from S&P 500 companies going forward.

    13:20, 28 November 2023

    RBNZ Preview: Rates expected to remain unchanged at final meeting of 2023

    The RBNZ meets for the final time this year on Wednesday, 29th of November, 2023. We preview what to expect and how it could impact the New Zealand Dollar.

    13:04, 28 November 2023

    Crude prices slide on OPEC+ uncertainty

    Crude prices have chopped sideways amid signs of turmoil within OPEC+. We look at the fundamentals of the oil market and the technical levels of WTI.

    12:55, 28 November 2023
    GBP

    UK AUTUMN BUDGET: Will Hunt cut taxes? How will GBP react this time around?

    UK Chancellor Hunt will deliver the 2023 autumn statement to MPs on Wednesday 22 November.

    10:48, 21 November 2023

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