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Virtus Investment Partners, Inc. (NYSE:VRTS)
143.33 USD
-0.450 0.313%Sponsored Reports
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| Previous Close (in USD) | 143.78 |
|---|---|
| Change | -0.450 0.313% |
| 52 W H/L (in USD) | 261.191/164.268 |
| EBITDA (in USD) | 221.513M |
| PE Ratio | 14.00 |
| Volume | 130800 |
| Diluted Eps TTM | 16.32 |
| Total Assets (in USD) | 3678.629M |
|---|---|
| Total Liabilities (in USD) | 2705.471M |
| Revenue TTM (in USD) | 869.436M |
| Cash (in USD) | 340.334M |
| Market Cap (in USD) | 1,629.006 M |
| Revenue Per Share TTM | 120.462 |
| Gross Profit TTM (in USD) | 402.508M |
Summary
Income Statement
Balance Sheet
Change in Cash
Operating Cash
Dividend Paid
Virtus Investment Partners Inc
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 1988 and is based in Hartford, Connecticut.
Employees: 824
Key Executives
| Sr. No. | Name | Title | Year Born |
|---|---|---|---|
| 1. | Mr. George Robert Aylward Jr., CPA, CPA | Pres, CEO & Director | 1964 |
| 2. | Mr. Michael Aaron Angerthal CPA, CPA | Exec. VP, CFO & Treasurer | 1967 |
| 3. | Mr. Richard William Smirl J.D. | Exec. VP & COO | 1967 |
| 4. | Ms. Wendy Jacqueline Hills | Exec. VP, Chief Legal Officer, Gen. Counsel & Corp. Sec. | 1970 |
| 5. | Mr. Barry Mitchell Mandinach J.D. | Exec. VP & Head of Distribution | 1956 |
| 6. | Mr. Sean Rourke | VP of Investor Relations | NA |
| 7. | Mr. Joe Fazzino | VP of Corp. Communications | NA |
| 8. | Ms. Mardelle W. Peña | Exec. VP & Chief HR Officer | 1953 |
| 9. | Mr. William Patrick Bradley III, CPA | Exec. VP of Fund Services | 1972 |
| 10. | Mr. David Leon Albrycht C.F.A., CFA | Portfolio Mang. | NA |
Peers
Sector: Financial Services
Industry: Asset Management
| Company | Change (USD) | Price (USD) | Trailing PE(x) | Forward PE(x) | Price Sales TTM(x) | Price to Book Value(x) | Enterprise Value to Revenue(x) | Enterprise Value to EBITDA(x) |
|
BLK
BlackRock Inc |
+9.360 0.898% | 1050.77 | 26.250 | 19.570 | 6.327 | 2.899 | 6.348 | 17.133 |
|
BX
Blackstone Group Inc |
+3.240 2.600% | 126.87 | 33.200 | 20.121 | 11.051 | 11.561 | 9.145 | 15.739 |
|
BN
Brookfield Corp |
-0.010 0.022% | 45.9 | 94.780 | 11.891 | 1.352 | 2.372 | 4.577 | 10.792 |
|
IVSXF
Investor AB (publ) |
+0.940 2.407% | 40 | 20.830 | 0.000 | 0.882 | 1.113 | 10.013 | 1.685 |
Income Statement
(Currency in USD)| Breakdown | 31-12-2022 | 31-12-2021 | 31-12-2020 | 31-12-2019 | 31-12-2018 |
|---|---|---|---|---|---|
| Income Before Tax | 163.888M | 353.67M | 163.898M | 140.685M | 109.041M |
| Minority Interest | 10.913M | -54.704M | 40.006M | 9.859M | 71.439M |
| Net Income | 117.541M | 208.131M | 119.963M | 95.649M | 75.529M |
| Selling General Administrative | 85.862M | 358.23M | 267.299M | 240.521M | 238.501M |
| Gross Profit | 510.46M | 616.441M | 335.927M | 321.738M | 312.849M |
| Reconciled Depreciation | 62.427M | 48.381M | 38.853M | 39.643M | 33.426M |
| Ebit | 321.115M | 325.488M | 257.21M | 248.623M | 219.83M |
| Ebitda | 383.542M | 481.943M | 291.997M | 283.859M | 249.569M |
| Depreciation And Amortization | 62.427M | 156.455M | 34.787M | 35.236M | 29.739M |
| Operating Income | 321.115M | 325.488M | 257.21M | 248.623M | 113.099M |
| Other Operating Expenses | 672.224M | 636.783M | 458.907M | 435.247M | 438.164M |
| Interest Expense | 93.407M | 69.638M | 97.331M | 111.478M | 84.233M |
| Tax Provision | 57.26M | 90.835M | 43.935M | 35.177M | 32.961M |
| Interest Income | 111.773M | 91.444M | 111.015M | 119.2M | 103.355M |
| Net Interest Income | 18.366M | 21.806M | 13.684M | 7.722M | 19.122M |
| Income Tax Expense | 57.26M | 90.835M | 43.935M | 35.177M | 32.961M |
| Total Revenue | 881.719M | 974.671M | 603.226M | 562.259M | 551.35M |
| Total Operating Expenses | 300.965M | 278.553M | 191.608M | 194.726M | 199.663M |
| Cost Of Revenue | 371.259M | 358.23M | 267.299M | 240.521M | 238.501M |
| Total Other Income Expense Net | -157.227M | 28.182M | -93.312M | -107.938M | -23.267M |
| Net Income From Continuing Ops | 106.628M | 262.835M | 119.963M | 105.508M | 76.08M |
| Net Income Applicable To Common Shares | 117.541M | 208.131M | 79.957M | 87.312M | 67.192M |
Balance Sheet
(Currency in USD)| Breakdown | 31-12-2023 | 31-12-2022 | 31-12-2021 | 31-12-2020 | 31-12-2019 |
|---|---|---|---|---|---|
| Total Assets | 3678.629M | 3952.934M | 3934.181M | 3466.943M | 3204.634M |
| Intangible Assets | 432.119M | 442.519M | 500.571M | 280.264M | 310.391M |
| Other Current Assets | - | 0.034M | 0.604M | 6.358M | -61.985M |
| Total Liab | 2705.471M | 3016.28M | 2958.589M | 2630.49M | 2454.532M |
| Total Stockholder Equity | 863.926M | 817M | 828.3M | 711.141M | 675.699M |
| Other Current Liab | 107.814M | -1836.605M | 199.892M | 54.842M | 278.343M |
| Common Stock | 0.122M | 0.12M | 0.119M | 0.118M | 0.107M |
| Capital Stock | 0.122M | 0.12M | 0.119M | 0.118M | 110.95M |
| Retained Earnings | 207.356M | 130.261M | 60.962M | -135.259M | -215.216M |
| Good Will | 397.098M | 348.836M | 338.406M | 290.366M | 290.366M |
| Other Assets | - | 2480.916M | 0.004M | 2565.303M | 64.064M |
| Cash | 340.334M | 338.2M | 378.9M | 333.491M | 321.472M |
| Cash And Equivalents | - | - | - | - | - |
| Total Current Liabilities | 146.57M | 279.909M | 248.388M | 80.199M | 579.49M |
| Current Deferred Revenue | - | - | - | - | - |
| Net Debt | 1835.321M | 2000.139M | 1921.063M | 2058.166M | 1790.902M |
| Short Term Debt | - | 2083.314M | 0.002M | 2190.445M | 277.839M |
| Short Long Term Debt | - | - | - | - | 277.839M |
| Short Long Term Debt Total | 2175.655M | 2338.339M | 2299.963M | 2391.657M | 2112.374M |
| Other Stockholder Equity | 656.535M | 686.977M | 767.199M | 846.253M | 779.956M |
| Property Plant Equipment | - | 83.623M | 12.542M | 14.488M | 18.15M |
| Total Current Assets | 450.09M | 688.453M | 710.018M | 424.348M | 396.071M |
| Long Term Investments | 2215.409M | 2290.443M | 2249.128M | 2398.221M | 2113.316M |
| Short Term Investments | - | 100.33M | 0M | - | 62.452M |
| Net Receivables | 109.076M | 99.274M | 123.873M | 84.499M | 74.132M |
| Long Term Debt | 2175.655M | 2338.339M | 2299.963M | 2391.657M | 2112.374M |
| Inventory | - | 250.945M | 206.641M | - | - |
| Accounts Payable | 38.756M | 33.2M | 48.496M | 25.357M | 23.308M |
| Accumulated Other Comprehensive Income | -0.087M | -0.358M | 0.02M | 0.029M | 0.009M |
| Non Currrent Assets Other | 132.673M | 140.389M | 104.312M | 49.718M | 60.461M |
| Non Current Assets Total | 3228.539M | 3264.481M | 3224.163M | 3042.595M | 2808.563M |
| Capital Lease Obligations | - | - | - | - | - |
| Long Term Debt Total | - | - | 2299.963M | 2391.657M | 2112.374M |
Cash Flow
(Currency in USD)| Breakdown | 31-12-2022 | 31-12-2021 | 31-12-2020 | 31-12-2019 | 31-12-2018 |
|---|---|---|---|---|---|
| Investments | -27.467M | -175.033M | 8.681M | 2.023M | 17.597M |
| Total Cashflows From Investing Activities | -27.467M | -175.033M | 8.681M | 4.448M | -121.228M |
| Total Cash From Financing Activities | -102.057M | -244.4M | 235.332M | 99.558M | 204.157M |
| Net Income | 106.628M | 262.835M | 119.963M | 105.508M | 76.08M |
| Change In Cash | 3.034M | 246.296M | 17.91M | 67.283M | 20.374M |
| Begin Period Cash Flow | 586.145M | 339.849M | 321.939M | 254.656M | 234.282M |
| End Period Cash Flow | 589.179M | 586.145M | 339.849M | 321.939M | 254.656M |
| Total Cash From Operating Activities | 132.67M | 665.729M | -226.103M | -36.723M | -62.555M |
| Depreciation | 64.215M | 50.769M | 38.853M | 39.643M | 33.426M |
| Other Cashflows From Investing Activities | - | -169.195M | 9.724M | 9.98M | -127.108M |
| Dividends Paid | -47.254M | -31.411M | -24.884M | -25.315M | 22.376M |
| Change To Inventory | - | -72.628M | -13.743M | 2.991M | 24.714M |
| Sale Purchase Of Stock | -90M | -57.499M | -32.5M | -40M | -27.501M |
| Other Cashflows From Financing Activities | 239.814M | -29.818M | -13.871M | 0.09M | -15.913M |
| Capital Expenditures | 6.582M | 5.838M | 1.043M | 7.555M | 11.717M |
| Change In Working Capital | -3.018M | 41.715M | 4.045M | -4.373M | 0.08M |
| Other Non Cash Items | -57.237M | 293.849M | -416.777M | -205.713M | -205.67M |
| Free Cash Flow | 126.088M | 659.891M | -227.146M | -44.278M | -74.272M |
Funds
| Sr. No. | Name | Purchased On | Shares |
|---|---|---|---|
| 1. | iShares Core S&P Small-Cap ETF | 2 years ago | 454885 |
| 2. | Vanguard Total Stock Mkt Idx Inv | 2 years ago | 216279 |
| 3. | Vanguard Small Cap Index | 2 years ago | 173636 |
| 4. | iShares Russell 2000 ETF | 2 years ago | 164338 |
| 5. | Schwab US Dividend Equity ETF™ | 2 years ago | 154977 |
| 6. | Vanguard Small Cap Value Index Inv | 2 years ago | 116382 |
| 7. | Vanguard Institutional Extnd Mkt Idx Tr | 2 years ago | 102052 |
| 8. | Vulcan Value Partners Small Cap Stra | 2 years ago | 91701 |
| 9. | T. Rowe Price Small-Cap Value | 2 years ago | 87452 |
| 10. | Fidelity Small Cap Discovery | 2 years ago | 81500 |
| 11. | Vanguard Explorer Inv | 2 years ago | 77110 |
| 12. | Fidelity Small Cap Index | 2 years ago | 70649 |
| 13. | Vulcan Value Partners Small Cap | 2 years ago | 65587 |
| 14. | SPDR® Portfolio S&P 600 Sm Cap ETF | 2 years ago | 59780 |
| 15. | Vanguard Tax-Managed Small Cap Adm | 2 years ago | 58649 |
| 16. | iShares Russell 2000 Value ETF | 2 years ago | 55696 |
| 17. | Brown Advisory Small-Cap Fdmtl Val Inv | 2 years ago | 51482 |
| 18. | Integrity Small-Cap Value Comp | 2 years ago | 50100 |
| 19. | Victory Integrity Small-Cap Value A | 2 years ago | 50100 |
| 20. | DFA US Micro Cap I | 2 years ago | 58936 |
Institutions
| Sr. No. | Name | Purchased On | Shares |
|---|---|---|---|
| 1. | BlackRock Inc | 2 years ago | 1109338 |
| 2. | Vanguard Group Inc | 2 years ago | 911307 |
| 3. | T. Rowe Price Investment Management,Inc. | 2 years ago | 404558 |
| 4. | Dimensional Fund Advisors, Inc. | 2 years ago | 319410 |
| 5. | State Street Corporation | 2 years ago | 300316 |
| 6. | FMR Inc | 2 years ago | 219811 |
| 7. | Vulcan Value Partners, LLC | 2 years ago | 190106 |
| 8. | Geode Capital Management, LLC | 2 years ago | 152084 |
| 9. | Royal Bank of Canada | 2 years ago | 129567 |
| 10. | WCM Investment Management | 2 years ago | 112785 |
| 11. | Victory Capital Management Inc. | 2 years ago | 103931 |
| 12. | Bank of New York Mellon Corp | 2 years ago | 99244 |
| 13. | Northern Trust Corp | 2 years ago | 96354 |
| 14. | Charles Schwab Investment Management Inc | 2 years ago | 96081 |
| 15. | Brown Advisory Holdings Inc | 2 years ago | 87150 |
| 16. | JPMorgan Chase & Co | 2 years ago | 84327 |
| 17. | Morgan Stanley - Brokerage Accounts | 2 years ago | 83364 |
| 18. | T. Rowe Price Associates, Inc. | 2 years ago | 81855 |
| 19. | Fisher Asset Management, LLC | 2 years ago | 70019 |
| 20. | NORGES BANK | 2 years ago | 60594 |
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