Virtus Investment Partners, Inc.

NYSE:VRTS Stock Report

Market Cap: US$1.6b

Virtus Investment Partners Past Earnings Performance

Past criteria checks 2/6

Virtus Investment Partners has been growing earnings at an average annual rate of 9.1%, while the Capital Markets industry saw earnings growing at 7.8% annually. Revenues have been growing at an average rate of 9.3% per year. Virtus Investment Partners's return on equity is 15.3%, and it has net margins of 13.4%.

Key information

9.1%

Earnings growth rate

9.5%

EPS growth rate

Capital Markets Industry Growth10.3%
Revenue growth rate9.3%
Return on equity15.3%
Net Margin13.4%
Last Earnings Update30 Sep 2024

Recent past performance 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?

Revenue & Expenses Breakdown

How Virtus Investment Partners makes and spends money. Based on latest reported earnings, on an LTM basis.

Earnings and Revenue History

NYSE:VRTS Revenue, expenses and earnings (USD Millions)
DateRevenueEarningsG+A ExpensesR&D Expenses
30 Sep 24888119150
30 Jun 24880109150
31 Mar 24869122150
31 Dec 23845131150
30 Sep 23829135140
30 Jun 23820136140
31 Mar 23832123140
31 Dec 22886118140
30 Sep 2295413260
30 Jun 2299615960
31 Mar 221,01520560
31 Dec 2197920860
30 Sep 2188520250
30 Jun 2178717350
31 Mar 2167612150
31 Dec 206048050
30 Sep 205785750
30 Jun 205695050
31 Mar 205776350
31 Dec 195638700
30 Sep 195556720
30 Jun 195616940
31 Mar 195546650
31 Dec 185526770
30 Sep 1854271110
30 Jun 1851462100
31 Mar 184753980
31 Dec 174262960
30 Sep 173773800
30 Jun 173363700
31 Mar 173224700
31 Dec 163234940
30 Sep 163294300
30 Jun 163392600
31 Mar 163582800
31 Dec 153823500
30 Sep 154084700
30 Jun 154338500
31 Mar 154479500
31 Dec 144519800
30 Sep 1444510400
30 Jun 144288700
31 Mar 144118300
31 Dec 133897500

Quality Earnings: VRTS has high quality earnings.

Growing Profit Margin: VRTS's current net profit margins (13.4%) are lower than last year (16.3%).

Free Cash Flow vs Earnings Analysis

Past Earnings Growth Analysis

Earnings Trend: VRTS's earnings have grown by 9.1% per year over the past 5 years.

Accelerating Growth: VRTS's has had negative earnings growth over the past year, so it can't be compared to its 5-year average.

Earnings vs Industry: VRTS had negative earnings growth (-11.8%) over the past year, making it difficult to compare to the Capital Markets industry average (12.8%).

Return on Equity

High ROE: VRTS's Return on Equity (15.3%) is considered low.

Return on Assets

Return on Capital Employed

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Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2024/12/30 05:38
End of Day Share Price 2024/12/30 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. 3 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