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About the company
Virtus Investment Partners, Inc. provides investment management and related services to individuals and institutions. The Company offers investments strategies for individual and institutional investors in different investment product structures and through multiple distribution channels. The Company provides various asset classes (equity, fixed income, multi-asset and alternative), geographies (domestic, global, international, and emerging), market capitalizations (large, mid, and small), styles (growth, core, and value) and investment approaches (fundamental and quantitative). 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. The Company also provides sub advisory services to other investment advisers and serve as the collateral manager for structured products.
- Revenue in USD (TTM)869.44m
- Net income in USD121.86m
- Incorporated2008
- Employees824.00
- LocationVirtus Investment Partners IncOne Financial Plaza, 26th FloorHARTFORD 06103United StatesUSA
- Phone+1 (860) 263-4707
- Fax+1 (302) 636-5454
- Websitehttps://corporate.virtus.com/
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Peer analysis
Key Information
- Key Information
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- Per Share Data
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- Growth Rates
| Company | Revenue (TTM) | Net income (TTM) | Market cap | Employees | Price/earnings (TTM) | Price/book value (MRQ) | Price/cash flow (TTM) | Price/sales (TTM) | EPS (excl. extraordinary items, TTM) | EPS (incl. extraordinary items, TTM) | Revenue per share (TTM) | Book value per share (MRQ) | Asset turnover (TTM) | Inventory turnover (TTM) | Receivables turnover (TTM) | Revenues per employee (TTM) | Return on avg assets (TTM) | Return on avg assets (5 yr avg) | Return on investment (TTM) | Return on investment (5 yr avg) | Gross margin (TTM) | Gross margin (5 yr avg) | Net profit margin (TTM) | Net Profit margin (5 yr avg) | Quick ratio (MRQ) | Interest coverage (TTM) | Total debt to capital (MRQ) | Payout ratio (5 yr avg) | Revenue (YOY change %) | Revenue (5 yr growth rate) | Net income (YOY change %) | Net income (5 yr growth rate) | Capital expenditure (5 yr growth rate) | Dividend (5 yr growth rate) |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BrightSphere Investment Group Inc | 426.60m | 65.80m | 862.03m | 387.00 | 14.68 | 23.41 | 10.21 | 2.02 | 1.55 | 1.55 | 10.04 | 0.9727 | 0.755 | -- | 3.15 | 1,102,326.00 | 11.88 | 14.59 | 19.25 | 20.29 | -- | -- | 15.73 | 30.31 | -- | 12.16 | 0.8487 | 7.53 | 2.25 | -14.40 | -34.59 | -13.38 | -8.66 | -36.58 |
| BlackRock TCP Capital Corp | 214.75m | 20.82m | 910.69m | -- | 30.03 | 0.9551 | -- | 4.24 | 0.3543 | 0.3543 | 3.65 | 11.14 | 0.1054 | -- | -- | -- | 1.02 | 3.05 | 1.03 | 3.11 | 65.25 | 62.40 | 9.69 | 28.72 | -- | 1.24 | 0.5774 | 151.53 | 15.65 | 1.90 | 517.05 | -3.29 | -- | -1.43 |
| P10 Inc | 250.60m | -2.72m | 924.52m | 252.00 | -- | 2.56 | 35.68 | 3.69 | -0.0239 | -0.0239 | 2.09 | 3.19 | 0.3006 | -- | 9.82 | 994,428.60 | -0.3956 | 2.44 | -0.4658 | 2.90 | -- | -- | -1.32 | 9.69 | -- | 1.80 | 0.4398 | -- | 21.87 | 48.87 | -124.42 | -- | 113.27 | -- |
| Noah Holdings Limited (ADR) | 455.94m | 139.70m | 938.08m | 2.58k | 7.07 | 0.65 | -- | 2.06 | 2.01 | 2.01 | 6.56 | 21.86 | 0.2691 | -- | 6.58 | 176,517.20 | 7.73 | 5.24 | 9.25 | 6.59 | -- | -- | 28.74 | 15.75 | -- | -- | 0.00 | 5.25 | 6.27 | 0.0309 | 3.37 | 4.47 | 4.25 | -- |
| Winvest Group Ltd | 339.95k | -875.46k | 946.39m | 6.00 | -- | -- | -- | 2,783.90 | -0.0498 | -0.0498 | 0.019 | -0.0493 | 1.95 | -- | 14.18 | 56,658.33 | -502.20 | -- | -- | -- | 64.44 | -- | -257.53 | -- | -- | -73.25 | -- | -- | 280.84 | -- | 62.77 | -- | -- | -- |
| Nuveen Churchill Direct Lending Corp | 161.76m | 75.94m | 955.99m | 0.00 | 12.59 | 1.28 | -- | 5.91 | 1.39 | 1.39 | 2.95 | 13.64 | 0.1084 | -- | 50.79 | -- | 5.09 | -- | 5.21 | -- | 54.53 | 56.25 | 46.95 | 42.02 | -- | 10.31 | 0.5579 | 0.00 | 96.18 | 104.67 | 339.30 | 121.17 | -- | -- |
| B Riley Financial Inc | 1.48bn | -107.97m | 968.79m | 2.38k | -- | 3.31 | -- | 0.6541 | -3.50 | -3.50 | 50.04 | 9.72 | 0.2431 | -- | 12.20 | 621,490.10 | -1.73 | 2.26 | -3.83 | 4.81 | 69.47 | 84.08 | -7.13 | 8.45 | -- | 0.7215 | 0.9356 | 158.92 | 68.37 | 28.48 | 35.67 | -- | 7.26 | 65.72 |
| Bain Capital Specialty Finance Inc | 297.55m | 129.19m | 1.08bn | 0.00 | 8.34 | 0.9426 | -- | 3.62 | 2.00 | 2.00 | 4.61 | 17.70 | 0.1147 | -- | 11.22 | -- | 4.98 | 3.63 | 5.13 | 3.74 | 52.65 | 48.75 | 43.42 | 41.10 | -- | 10.35 | 0.543 | 99.31 | 35.64 | 24.57 | 16.97 | 35.87 | -- | 31.81 |
| Wisdomtree Inc | 363.83m | 99.86m | 1.37bn | 300.00 | 15.58 | 3.25 | 12.54 | 3.78 | 0.581 | 0.581 | 2.12 | 3.66 | 0.3733 | -- | 9.64 | 1,200,756.00 | 11.12 | 3.24 | 12.44 | 3.59 | -- | -- | 29.80 | 10.67 | -- | 9.45 | 0.3312 | 70.99 | 15.83 | 4.95 | 111.39 | 21.01 | 99.82 | -5.59 |
| Perella Weinberg Partners | 619.35m | -47.94m | 1.43bn | 663.00 | -- | 8.85 | -- | 2.32 | -1.00 | -1.00 | 11.07 | 1.72 | 1.12 | -- | 11.99 | 934,167.40 | -27.87 | -7.07 | -43.96 | -15.05 | 70.69 | -- | -24.93 | -6.95 | -- | -528.89 | 0.00 | -- | 2.71 | -- | -196.34 | -- | -- | -- |
| Virtus Investment Partners Inc | 869.44m | 121.86m | 1.64bn | 824.00 | 13.90 | 1.89 | 7.64 | 1.89 | 16.59 | 16.59 | 118.40 | 122.29 | 0.24 | -- | 8.11 | 1,055,141.00 | 3.99 | 4.13 | 4.41 | 4.61 | -- | -- | 16.64 | 18.99 | -- | -- | 0.6870 | 29.21 | -4.64 | 8.89 | 11.13 | 14.22 | -5.52 | 28.84 |
| GCM Grosvenor Inc | 454.75m | 16.13m | 1.80bn | 538.00 | 100.99 | -- | -- | 3.95 | 0.0951 | 0.0951 | 2.42 | -0.141 | 0.9384 | -- | 23.85 | 845,258.40 | -6.80 | 6.73 | -8.56 | 9.91 | -- | -- | -7.25 | 7.45 | -- | -0.6845 | 1.36 | -- | -0.3429 | 3.29 | -35.55 | -20.09 | -30.50 | -- |
| Patria Investments Ltd | 318.87m | 116.56m | 1.94bn | 430.00 | 16.52 | 3.85 | 23.75 | 6.08 | 0.7815 | 0.7815 | 2.14 | 3.35 | 0.3121 | -- | 2.43 | 741,548.80 | 11.66 | 18.16 | 17.83 | 25.53 | 55.81 | 59.11 | 37.36 | 43.13 | -- | 55.58 | 0.1458 | -- | 26.31 | 25.53 | 27.37 | 22.08 | 36.84 | -- |
| PJT Partners Inc | 1.28bn | 97.09m | 2.43bn | 1.01k | 28.28 | 14.15 | 13.12 | 1.89 | 3.58 | 3.58 | 30.40 | 7.16 | 1.13 | -- | 3.98 | 1,267,379.00 | 15.13 | 14.89 | 81.85 | 95.49 | -- | -- | 13.34 | 15.72 | -- | -- | 0.00 | 44.66 | 12.45 | 14.72 | -9.65 | 24.91 | -11.43 | 37.97 |
Data as of May 11 2024. Currency figures normalised to Virtus Investment Partners Inc's reporting currency: US Dollar USD
51.68%Per cent of shares held by top holders
| Holder | Shares | % Held |
|---|---|---|
| BlackRock Fund Advisorsas of 31 Dec 2023 | 1.03m | 14.49% |
| The Vanguard Group, Inc.as of 31 Dec 2023 | 898.16k | 12.67% |
| T. Rowe Price Investment Management, Inc.as of 31 Dec 2023 | 404.56k | 5.71% |
| Dimensional Fund Advisors LPas of 31 Dec 2023 | 319.41k | 4.51% |
| SSgA Funds Management, Inc.as of 31 Dec 2023 | 300.32k | 4.24% |
| Vulcan Value Partners LLCas of 31 Dec 2023 | 190.11k | 2.68% |
| Geode Capital Management LLCas of 31 Dec 2023 | 152.08k | 2.15% |
| Fidelity Management & Research Co. LLCas of 31 Dec 2023 | 136.43k | 1.93% |
| RBC Global Asset Management (US), Inc.as of 31 Dec 2023 | 124.50k | 1.76% |
| WCM Investment Management LLCas of 31 Mar 2024 | 110.16k | 1.55% |
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Data from 31 Dec 2023 - 31 Mar 2024Source: FactSet Research Systems Inc.
