Virtus Investment Partners, Inc.

NYSE:VRTS Stock Report

Market Cap: US$1.5b

Virtus Investment Partners Management

Management criteria checks 4/4

Virtus Investment Partners' CEO is George Aylward, appointed in Nov 2006, has a tenure of 18.17 years. total yearly compensation is $6.62M, comprised of 9.1% salary and 90.9% bonuses, including company stock and options. directly owns 3.73% of the company’s shares, worth $54.94M. The average tenure of the management team and the board of directors is 2.6 years and 7.8 years respectively.

Key information

George Aylward

Chief executive officer

US$6.6m

Total compensation

CEO salary percentage9.1%
CEO tenure18.2yrs
CEO ownership3.7%
Management average tenure2.6yrs
Board average tenure7.8yrs

Recent management updates

Recent updates

Virtus Investment Partners (NYSE:VRTS) Is Paying Out A Larger Dividend Than Last Year

Oct 11
Virtus Investment Partners (NYSE:VRTS) Is Paying Out A Larger Dividend Than Last Year

Virtus Investment Partners' (NYSE:VRTS) Upcoming Dividend Will Be Larger Than Last Year's

Aug 20
Virtus Investment Partners' (NYSE:VRTS) Upcoming Dividend Will Be Larger Than Last Year's

Not Many Are Piling Into Virtus Investment Partners, Inc. (NYSE:VRTS) Just Yet

Apr 23
Not Many Are Piling Into Virtus Investment Partners, Inc. (NYSE:VRTS) Just Yet

The Market Lifts Virtus Investment Partners, Inc. (NASDAQ:VRTS) Shares 28% But It Can Do More

Dec 28
The Market Lifts Virtus Investment Partners, Inc. (NASDAQ:VRTS) Shares 28% But It Can Do More

Virtus Investment Partners (NASDAQ:VRTS) Is Paying Out A Larger Dividend Than Last Year

Oct 13
Virtus Investment Partners (NASDAQ:VRTS) Is Paying Out A Larger Dividend Than Last Year

Virtus Investment Partners (NASDAQ:VRTS) Has Announced That It Will Be Increasing Its Dividend To $1.90

Sep 07
Virtus Investment Partners (NASDAQ:VRTS) Has Announced That It Will Be Increasing Its Dividend To $1.90

Virtus Investment Partners (NASDAQ:VRTS) Is Paying Out A Larger Dividend Than Last Year

Aug 24
Virtus Investment Partners (NASDAQ:VRTS) Is Paying Out A Larger Dividend Than Last Year

Virtus Investment Partners' (NASDAQ:VRTS) Upcoming Dividend Will Be Larger Than Last Year's

Oct 13
Virtus Investment Partners' (NASDAQ:VRTS) Upcoming Dividend Will Be Larger Than Last Year's

Virtus Investment Partners AUM drops 8.2% on market depreciation, net outflows

Oct 11

Virtus Investment Partners reports 3.19% sequential drop in August AUM

Sep 12

Virtus Investment Partners (NASDAQ:VRTS) Has Announced That It Will Be Increasing Its Dividend To $1.65

Aug 21
Virtus Investment Partners (NASDAQ:VRTS) Has Announced That It Will Be Increasing Its Dividend To $1.65

Virtus Investment raises dividend by 10% to $1.65

Aug 18

Virtus Investment Non-GAAP EPS of $6.86 misses by $0.20, revenue of $225.3M beats by $25.32M

Jul 29

If You Like EPS Growth Then Check Out Virtus Investment Partners (NASDAQ:VRTS) Before It's Too Late

Jun 10
If You Like EPS Growth Then Check Out Virtus Investment Partners (NASDAQ:VRTS) Before It's Too Late

Is Now The Time To Put Virtus Investment Partners (NASDAQ:VRTS) On Your Watchlist?

Mar 07
Is Now The Time To Put Virtus Investment Partners (NASDAQ:VRTS) On Your Watchlist?

CEO Compensation Analysis

How has George Aylward's remuneration changed compared to Virtus Investment Partners's earnings?
DateTotal CompensationSalaryCompany Earnings
Sep 30 2024n/an/a

US$119m

Jun 30 2024n/an/a

US$109m

Mar 31 2024n/an/a

US$122m

Dec 31 2023US$7mUS$600k

US$131m

Sep 30 2023n/an/a

US$135m

Jun 30 2023n/an/a

US$136m

Mar 31 2023n/an/a

US$123m

Dec 31 2022US$7mUS$600k

US$118m

Sep 30 2022n/an/a

US$132m

Jun 30 2022n/an/a

US$159m

Mar 31 2022n/an/a

US$205m

Dec 31 2021US$9mUS$600k

US$208m

Sep 30 2021n/an/a

US$202m

Jun 30 2021n/an/a

US$173m

Mar 31 2021n/an/a

US$121m

Dec 31 2020US$8mUS$592k

US$80m

Sep 30 2020n/an/a

US$57m

Jun 30 2020n/an/a

US$50m

Mar 31 2020n/an/a

US$63m

Dec 31 2019US$7mUS$550k

US$87m

Sep 30 2019n/an/a

US$67m

Jun 30 2019n/an/a

US$69m

Mar 31 2019n/an/a

US$66m

Dec 31 2018US$4mUS$550k

US$67m

Compensation vs Market: George's total compensation ($USD6.62M) is about average for companies of similar size in the US market ($USD5.37M).

Compensation vs Earnings: George's compensation has been consistent with company performance over the past year.


CEO

George Aylward (60 yo)

18.2yrs

Tenure

US$6,616,500

Compensation

Mr. George Robert Aylward, Jr., CPA is President, CEO & Director of Virtus Investment Partners, Inc. from 2009. He joined the Virtus Investment Partners, Inc. in 1996. He was Director of Virtus Investment...


Leadership Team

NamePositionTenureCompensationOwnership
George Aylward
President18.2yrsUS$6.62m3.73%
$ 54.9m
Michael Angerthal
Executive VP16yrsUS$3.14m0.95%
$ 14.0m
Richard Smirl
Executive VP & COO3.7yrsUS$3.24m0.062%
$ 909.0k
Barry Mandinach
Executive VP & Head of Distribution10.8yrsUS$2.41m0.14%
$ 2.0m
Sean Rourke
Vice President of Investor Relationsno datano datano data
Andra Purkalitis
Executive VP1.2yrsno datano data
Joe Fazzino
Vice President of Corporate Communicationsno datano datano data
William Bradley
Executive Vice President of Fund Servicesno dataUS$1.11mno data
Thomas Franco
Senior Managing Director & Head of Retail Sales1.6yrsno datano data
Joseph Maccone
Senior Managing Director & Head of Strategic Distribution1.6yrsno datano data
Elizabeth Lieberman
Executive VP & Chief Human Resources Officerless than a yearno datano data
David Albrycht
Portfolio Managerno datano datano data

2.6yrs

Average Tenure

60yo

Average Age

Experienced Management: VRTS's management team is considered experienced (2.6 years average tenure).


Board Members

NamePositionTenureCompensationOwnership
George Aylward
President16.3yrsUS$6.62m3.73%
$ 54.9m
Timothy Holt
Independent Non-Executive Chairman16yrsUS$372.47k0.44%
$ 6.5m
Susan S. Cabrera
Independent Non-Executive Director16yrsUS$227.48k0.23%
$ 3.4m
Peter Bain
Independent Director5.3yrsUS$214.98k0.049%
$ 715.1k
Paul Greig
Independent Director5.3yrsUS$224.98k0.050%
$ 736.9k
Melody Jones
Independent Director10.3yrsUS$232.48k0.12%
$ 1.7m
John Weisenseel
Directorless than a yearno datano data
W. Morris
Independent Director3.8yrsUS$214.98k0.032%
$ 469.2k

7.8yrs

Average Tenure

64yo

Average Age

Experienced Board: VRTS's board of directors are considered experienced (7.8 years average tenure).


Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2025/01/19 05:12
End of Day Share Price 2025/01/17 00:00
Earnings2024/09/30
Annual Earnings2023/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on .

Analyst Sources

Virtus Investment Partners, Inc. is covered by 13 analysts. 2 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Jeremy CampbellBarclays
Benjamin BudishBarclays
Michael CarrierBofA Global Research