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Virtus Investment Partners Inc
(NASDAQ: VRTS)
AdChoices
167.96
-0.90
-0.53%
After Hours :
167.98
+0.02
+0.01%

Open

165.21

Previous Close

168.86

Volume (Avg)

47.60k (62.71k)

Day's Range

165.21-171.24

52Wk Range

162.58-227.29

Market Cap.

1.53B

Dividend Rate (Yield )

1.80 (0.27%)

Beta

1.74

Shares Outstanding

9.12M

P/E Ratio (EPS)

17.45 (9.63)

AdChoices
Fundamentals
  • Key statistics
  • Growth
  • Profitability
  • Financial health
  • Price ratios
  • Trading statistics
  • Management effectiveness
Industry Asset Management
Highlights
Analyst Recommendation: Not Available
    • Revenue

    • 389.22M

    • Net Income

    • 75.19M

    • Market Cap.

    • 1.53B

    • Enterprise Value

    • -

    • Net Profit Margin %

    • 20.43

    • PEG (Price/Earnings Growth) Ratio

    • -

    • Beta

    • 1.74

    • Forward P/E

    • -

    • Price/Sales

    • 3.56

    • Price/Book Value

    • 2.98

    • Price/Cash flow

    • -19.05

      • EBITDA

      • 129.74M

      • Return on Capital %

      • 17.76

      • Return on Equity %

      • 22.65

      • Return on Assets %

      • 17.76

      • Book Value/Share

      • 56.42

      • Shares Outstanding

      • 9.12M

      • Last Split Factor (Date)

      • -

      • Last Dividend (Ex-Date)

      • 0.45 (10/29/2014)

      • Dividend Declaration Date

      • 8/14/2014

      Analyst Recommendation
      -
      Not Available
        • 1 Year Price Target

        • -

        • Credit Rating

        • -

        • Analysts

        • 0

        • EPS Estimate

        • -

        • Cashflow Estimate

        • -

        Morningstar Consensus estimate data
        • Growth Rate (%)

        • Company

        • Industry

          • Sales (Revenue)

            Q/Q (last year)

          • 17.30

          • 10.32

          • Net Income

            YTD/YTD (last year)

          • 99.60

          • 15.27

          • Net Income

            Q/Q (last year)

          • 27.00

          • 51.01

          • Sales (Revenue)

            5-Year Annual Average

          • 16.90

          • 12.38

          • Net Income

            5-Year Annual Average

          • -

          • 9.22

          • Dividends

            5-Year Annual Average

          • -

          • 36.48

          • Profit Margins (%)

          • Company

          • Industry

            • Gross Margin

            • 45.09

            • 87.52

            • Pre-Tax Margin

            • 33.41

            • 40.10

            • Net Profit Margin

            • 20.43

            • 21.62

            • Average Gross Margin

              5-Year Annual Average

            • 47.00

            • 76.36

            • Average Pre-Tax Margin

              5-Year Annual Average

            • 12.50

            • 24.41

            • Average Net Profit Margin

              5-Year Annual Average

            • 16.40

            • 101.70B

            • Financial Ratios

            • Company

            • Industry

              • Debt/Equity Ratio

              • -

              • 0.55

              • Current Ratio

              • 7.59

              • 4.28

              • Quick Ratio

              • 7.41

              • 4.21

              • Interest Coverage

              • 232.14

              • 29.03

              • Leverage Ratio

              • 1.25

              • 9.25

              • Book Value/Share

              • 56.42

              • 16.93

              • Price Ratios

              • Company

              • Industry

                • Current P/E Ratio

                • 18.42

                • 15.65

                • P/E Ratio 5-Year High

                • 25.84

                • 961.17

                • P/E Ratio 5-Year Low

                • 1.51

                • 133.85

                • Price/Sales Ratio

                • 3.76

                • 3.45

                • Price/Book Value

                • 3.15

                • 1.90

                • Price/Cash Flow Ratio

                • -19.05

                • 15.50

                • Key Metrics

                • Company

                  • Shares Short

                    as of -

                  • -

                  • Short Ratio

                    as of -

                  • -

                  • Short % of Float

                    as of -

                  • -

                  • Shares Short

                    prior month

                  • -

                  • Trailing Annual Dividend Yield

                  • -

                  • 5 Year Average Dividend Yield

                  • -

                  • Key Metrics

                  • Company

                    • Payout Ratio

                    • -

                    • Dividend Date

                    • 8/14/2014

                    • Ex-Dividend Date

                    • 10/29/2014

                    • Last Split Factor

                      new per old

                    • -

                    • Last Split Date

                    • -

                    • Key Metrics

                    • Company

                    • Industry

                      • Return on Equity %

                        (5-Year Average)

                      • 22.65

                        (23.40)

                      • 11.81

                        (7.89)

                      • Return on Assets %

                        (5-Year Average)

                      • 17.76

                        (15.10)

                      • 1.31

                        (1.02)

                      • Return on Capital %

                        (5-Year Average)

                      • 22.76

                        (22.50)

                      • 7.31

                        (5.20)

                      • Income/Employee

                      • 232.25k

                      • 128.38k

                      • Inventory Turnover

                      • -

                      • 11.35

                      • Asset Turnover

                      • 0.87

                      • 0.06

                      Current Historical
                      Financials
                      • Income Statement
                      • Balance Sheet
                      • Cash Flow
                      Operating Income
                      113.50M
                      Operating Margin
                      29.16
                      Total Equity
                      -
                      Retained Earnings
                      -
                      Free Cashflow
                      -
                      Price/Cashflow
                      -19.05
                      Ownership

                      Institutional Ownership

                      73.72%

                      Top 10 Institutions

                      39.04%

                      Mutual Fund Ownership

                      34.58%

                      Float

                      67.01%

                      5% / Insider Ownership

                      3.88%

                      Corporate insiders or major stockholders reporting trading activity in the stock.

                      Top Mutual Fund Owners

                      Top Institutional Owners

                      Mutual Fund Name

                      Institution Name

                      • Mutual Fund Name

                      • Shares Held

                      • % Change

                      • % Outstanding

                      • Goldman Sachs Small Cap Value

                      •  

                        161,533

                      • 2.78

                      • 1.77

                      • Vanguard Small Cap Index

                      •  

                        150,533

                      • -0.80

                      • 1.65

                      • Vulcan Value Partners Small Cap Fund

                      •  

                        149,543

                      • 0.00

                      • 1.64

                      • Vanguard Total Stock Mkt Idx

                      •  

                        147,201

                      • 0.17

                      • 1.61

                      • iShares Core S&P Small-Cap (AU)

                      •  

                        143,792

                      • 0.57

                      • 1.53

                      • Franklin Small Cap Growth Fund

                      •  

                        115,903

                      • -10.78

                      • 1.27

                      • Fidelity VIP Mid Cap Portfolio

                      •  

                        113,462

                      • 45.65

                      • 1.24

                      • iShares Russell 2000 (AU)

                      •  

                        106,968

                      • -1.81

                      • 1.14

                      • Vanguard Small Cap Growth Index Fund

                      •  

                        101,694

                      • -2.74

                      • 1.12

                      • Huber Capital Small Cap Value Fund

                      •  

                        98,995

                      • 0.40

                      • 1.09

                      • Institution Name

                      • Shares Held

                      • % Change

                      • % Outstanding

                      • Wellington Management Company, LLP

                      •  

                        828,041

                      • -24.07%

                      • 9.08

                      • Vanguard Group, Inc.

                      •  

                        552,986

                      • -2.40%

                      • 6.06

                      • Huber Capital Management LLC

                      •  

                        521,824

                      • -0.52%

                      • 5.72

                      • BlackRock Fund Advisors

                      •  

                        359,043

                      • -4.82%

                      • 3.94

                      • Vulcan Value Partners, LLC

                      •  

                        250,813

                      • +1.03%

                      • 2.75

                      • Goldman Sachs Asset Management, L.P.

                      •  

                        231,855

                      • +5.13%

                      • 2.54

                      • ING Investment Management LLC

                      •  

                        229,747

                      • -0.73%

                      • 2.52

                      • Weatherbie M A & Co Inc

                      •  

                        228,003

                      • +22.73%

                      • 2.50

                      • Citadel Advisors Llc

                      •  

                        186,513

                      • +460.27%

                      • 2.05

                      • RMB Capital Management, LLC

                      •  

                        171,279

                      • -0.59%

                      • 1.88

                      Company Profile

                      Sector

                      Financial Services

                      Industry

                      Asset Management

                      Type

                      Cyclical

                      Style

                      Small Growth

                      Virtus Investment Partners, Inc., is a Delaware Corporation. The Company commenced its operations on November 1, 1995 through a reverse merger with Duff & Phelps Corporation. It’s a provider of investment management products and serv...moreices to individuals and institutions. It operates a multi-manager investment management business, comprised of affiliated managers, each having its own distinct investment style, autonomous investment process and brand. It provides its products in a number of forms and through multiple distribution channels. The Company’s retail products include open-end mutual funds, closed-end funds and separately managed accounts. Its fund family of open-end funds is distributed mainly through intermediaries. The Company’s closed-end funds trade on the New York Stock Exchange. Retail ...moreseparately managed accounts are comprised of intermediary programs, sponsored and distributed by unaffiliated brokerage firms, and private client accounts, which are offerings to the high net-worth clients of its affiliated managers. It also manages institutional accounts for corporations, multi-employer retirement funds and foundations, endowments and special purpose funds. The Company’s earnings are mainly driven by asset-based investment management fees charged on these various products. These fees are based on a percentage of assets under management and are calculated using daily or weekly average assets or assets at the end of the preceding quarter. The Company’s assets under management are comprised of mutual fund assets (open- and closed-end), separately managed accounts (intermediary sponsored and private client) and institutional accounts (traditional institutional mandates and structured products). The Company faces competition from a variety of financial institutions, including other investment management companies, as well as from proprietary products offered by its distribution partners such as banks, broker-dealers and financial planning firms. It is subject to extensive regulation, mainly at the federal level, in conjunction with its investment management business.lessless

                      Key People

                      George R. Aylward,Jr

                      CEO/Director/President

                      Mark C. Treanor

                      Chairman of the Board/Director

                      Mr. Michael A. Angerthal

                      CFO/Chief Accounting Officer/Executive VP/Treasurer

                      Francis G. Waltman

                      Executive VP/Other Corporate Officer

                      Mark S. Flynn

                      Executive VP/General Counsel/Other Executive Officer/Secretary

                      • Virtus Investment Partners Inc

                      • 100 Pearl Street

                      • Hartford, CT 06103

                      • USA.Map

                      • Phone: +1 800 248-7971

                      • Fax: -

                      • virtus.com

                      Incorporated

                      1995

                      Employees

                      376

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