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Virtus Investment Partners, Inc. is a publicly owned investment manager. The firm primarily provides its services to individual and institutional clients. It launches separate client focused equity and fixed income portfolios. The firm launches equity, fixed income, and balanced mutual funds for its clients. It invests in the public equity, fixed income, and real estate markets. The firm also invests in exchange traded funds. It employs a multi manager approach for its products. The firm employs quantitative analysis to make its investments. It benchmarks the performance of its portfolios against the S&P 500 Index. The firm conducts in-house research to make its investments. Virtus Investment Partners, Inc. was founded in 1995 and is based in Hartford, Connecticut.
Rule-based from financial data. Not advice.
5-year financial trends. Figures in USD millions.
Latest fiscal year: 2025
Year-by-year revenue, profitability, and cash flow (USD millions, last 5 years)
| Year | Revenue | EBITDA | Net Profit | FCF | ROE | Rev Growth 1Y | NP Growth 1Y |
|---|---|---|---|---|---|---|---|
| 2025 | $848M | $413M | $138M | $-74M | 14.8% | -6.1% | 13.7% |
| 2024 | $903M | $460M | $122M | $-4M | 13.6% | 7.3% | -6.8% |
| 2023 | $841M | $435M | $131M | $228M | 15.1% | -4.6% | 11.1% |
| 2022 | $882M | $326M | $118M | $126M | 14.4% | - | - |
Income statement, balance sheet, and cash flow as reported
Consolidated Figures in USD Millions.
| Metric | 2025 |
|---|---|
| Total Revenue | 847.89 |
| Operating Revenue | 847.89 |
| Cost Of Revenue | 400.72 |
| Gross Profit | 447.17 |
| Operating Expense | 280.01 |
| Selling General And Administration | 89.05 |
| Total Expenses | 680.73 |
| Operating Income | 167.16 |
| Total Operating Income As Reported | 168.68 |
| EBITDA | 413.25 |
| Normalized EBITDA | 434.01 |
| EBIT | 349.63 |
| Interest Income | 199.76 |
| Interest Expense | 162.38 |
| Net Interest Income | 37.38 |
| Other Non Operating Income Expenses | 3.47 |
| Other Income Expense | -17.29 |
| Interest Income Non Operating | 199.76 |
| Interest Expense Non Operating | 162.38 |
| Net Non Operating Interest Income Expense | 37.38 |
| Pretax Income | 187.25 |
| Tax Provision | 51.26 |
| Tax Rate For Calcs | 0 |
| Tax Effect Of Unusual Items | -5.69 |
| Net Income Continuous Operations | 135.99 |
| Net Income From Continuing And Discontinued Operation | 138.40 |
| Net Income From Continuing Operation Net Minority Interest | 138.40 |
| Net Income | 138.40 |
| Net Income Common Stockholders | 138.40 |
| Net Income Including Noncontrolling Interests | 135.99 |
| Normalized Income | 153.47 |
| Diluted NI Availto Com Stockholders | 138.40 |
| Basic Average Shares | 6.83 |
| Diluted Average Shares | 6.93 |
| Reconciled Depreciation | 63.62 |
| Reconciled Cost Of Revenue | 396.87 |
| Total Unusual Items | -20.76 |
| Total Unusual Items Excluding Goodwill | -20.76 |
| Minority Interests | 2.41 |
| Special Income Charges | 1.52 |
| Restructuring And Mergern Acquisition | -1.52 |
| Gain On Sale Of Security | -22.28 |
| Depreciation Amortization Depletion Income Statement | 59.77 |
| Depreciation And Amortization In Income Statement | 59.77 |
| General And Administrative Expense | - |
| Salaries And Wages | - |
| Other Operating Expenses | 131.20 |
| Selling And Marketing Expense | 89.05 |
| Amortization | 51.78 |
| Amortization Of Intangibles Income Statement | 51.78 |
| Depreciation Income Statement | 7.99 |
Financial Services sector peers, ranked by market cap
| Company | Ticker | Market Cap | P/E | P/B | ROE | EV/EBITDA |
|---|---|---|---|---|---|---|
| Virtus Investment Partners, Inc.this co. | VRTS | $995M | 7.19↓ discount | 1.06 | 14.8% | 8.13 |
| OceanFirst Financial Corp. | OCFC | $1.0B | 14.45 | 0.62 | 4.3% | - |
| Safety Insurance Group, Inc. | SAFT | $1.0B | 10.16 | 1.12 | 11.1% | - |
| Universal Insurance Holdings, Inc. | UVE | $990M | 5.41 | 1.80 | 33.2% | - |
| Southside Bancshares, Inc. |
| 2021 |
| - |
| - |
| - |
| - |
| - |
| - |
| - |
| SBSI |
| $980M |
| 14.15 |
| 1.16 |
| 8.2% |
| - |
| Burford Capital Limited | BUR | $975M | 15.58 | 0.40 | 2.6% | - |
| Capitol Federal Financial, Inc. | CFFN | $973M | 14.30 | 0.93 | 6.5% | - |
| Horizon Bancorp, Inc. | HBNC | $961M | -6.39 | 1.40 | -21.9% | - |
| MetroCity Bankshares, Inc. | MCBS | $960M | 14.01 | 1.76 | 12.6% | - |
| Peer Median | - | 14.08 | 1.14 | 7.3% | - | |