Virtus Investment Partners Inc (VRTS)

Sector:
FINANCE
Industry:
CORPORATE FINANCE
SIC:
SERVICES-PREPACKAGED SOFTWARE
CEO:
George R. Aylward
Employees:
670
100 PEARL STREET, 9TH FLOOR, HARTFORD, CT 06103
860-263-4707

Virtus Investment Partners, Inc. was founded in 1988 and is based in Hartford, Connecticut. Firm launches equity, fixed income, and balanced mutual funds for its clients.

Data derived from most recent annual or quarterly report
Market Cap 1.217 Billion Shares Outstanding7.232 Million Avg 30-day Volume 81.569 Thousand
P/E Ratio12.2538 Dividend Yield3.2374 EPS15.9
Price to Revenue1.625 Debt to Equity2.4965 EBITDA271.734 Million
Price to Book Value1.7629 Operating Margin22.2772 Enterprise Value3.309 Billion
Current Ratio14.047 EPS Growth-0.404 Quick Ratio14.034
1 Yr BETA 1.4435 52-week High/Low 248.23 / 139.36 Profit Margin12.0296
Operating Cash Flow Growth-80.0715 Altman Z-Score0.9157 Free Cash Flow to Firm 131.078 Million
Earnings Report2023-04-28

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Recent Filings

Financial Reporting

Ownership

  • 4: filed on 2023-03-17 by ANGERTHAL MICHAEL A
  • 4: filed on 2023-03-17 by AYLWARD GEORGE R
  • 4: filed on 2023-03-17 by HILLS WENDY J
  • 4: filed on 2023-03-17 by MANDINACH BARRY M.
  • 4: filed on 2023-03-17 by PENA MARDELLE W
  • 4: filed on 2023-03-17 by SMIRL RICHARD W
  • 4: filed on 2023-03-15 by AYLWARD GEORGE R
  • 4: filed on 2023-03-15 by MANDINACH BARRY M.
  • 4: filed on 2023-03-15 by HILLS WENDY J
  • 4: filed on 2023-03-15 by PENA MARDELLE W

    • Events (8k)

  • 8-K: filed on 2023-02-03:
    Item 2.02: Results of Operations and Financial Condition
    Item 9.01: Financial Statements and Exhibits
  • 8-K: filed on 2022-10-26:
    Item 2.02: Results of Operations and Financial Condition
    Item 9.01: Financial Statements and Exhibits
  • 8-K: filed on 2022-10-20:
    Item 7.01: Regulation FD Disclosure
    Item 8.01: Other Events
    Item 9.01: Financial Statements and Exhibits
  • 8-K: filed on 2022-07-29:
    Item 2.02: Results of Operations and Financial Condition
    Item 9.01: Financial Statements and Exhibits
  • 8-K: filed on 2022-05-18:
    Item 5.07: Submission of Matters to a Vote of Security Holders
    Item 9.01: Financial Statements and Exhibits
  • 8-K: filed on 2022-04-29:
    Item 2.02: Results of Operations and Financial Condition
    Item 9.01: Financial Statements and Exhibits
  • 8-K: filed on 2021-10-27:
    Item 2.02: Results of Operations and Financial Condition
    Item 9.01: Financial Statements and Exhibits
  • 8-K: filed on 2021-10-04:
    Item 5.02: Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers
    Item 1.01: Entry into a Material Definitive Agreement
    Item 1.02: Termination of a Material Definitive Agreement
    Item 2.03: Creation of a Direct Financial Obligation or an Obligation under an Off-Balance Sheet Arrangement of a Registrant
    Item 7.01: Regulation FD Disclosure
    Item 9.01: Financial Statements and Exhibits
  • 8-K: filed on 2021-07-28:
    Item 2.02: Results of Operations and Financial Condition
    Item 9.01: Financial Statements and Exhibits
  • 8-K: filed on 2021-06-28:
    Item 7.01: Regulation FD Disclosure
    Item 8.01: Other Events
    Item 9.01: Financial Statements and Exhibits

    • Proposed Sales (Form 144)

    Proxy

    Prospectus

    All

    Open Market Buys/Sells Last 60 Days

    Open Market Buys (P)

    none

    Open Market Sells (S)

    none

    Exercise Derivative Conversion (M)

    none

    Current/Former Insiders

    Insider Name Type Last Reported Shares Held Last Reported Date Filings in past year

    HILLS WENDY J EVP, CLO, GC & SECRETARY

    • Officer
    		 7,691 2023-03-15 3

    AYLWARD GEORGE R DIRECTOR, CEO AND PRESIDENT

    • Officer
    • Director
    		 271,894 2023-03-15 2

    ANGERTHAL MICHAEL A EVP, CFO & TREASURER

    • Officer
    		 77,946 2023-03-15 2

    MANDINACH BARRY M. EVP, HEAD OF DISTRIBUTION

    • Officer
    		 19,402 2023-03-15 2

    PENA MARDELLE W EVP, CHIEF HR OFFICER

    • Officer
    		 16,325 2023-03-15 2

    SMIRL RICHARD W EVP & CHIEF OPERATING OFFICER

    • Officer
    		 19,057 2023-03-15 2

    MORRIS W HOWARD

    • Director
    		 1,173 2022-05-27 2

    FLEMING SUSAN S.

    • Director
    		 15,262 2022-05-18 1

    JONES MELODY L

    • Director
    		 7,067 2022-05-18 1

    ZARRILLI STEPHEN T

    • Director
    		 5,097 2022-05-18 1

    BAIN PETER L

    • Director
    		 2,344 2022-05-18 1

    HOLT TIMOTHY A

    • Director
    		 28,908 2022-05-18 1

    GREIG PAUL G

    • Director
    		 2,399 2022-05-18 1

    BRADLEY WILLIAM PATRICK III EVP, FUND SERVICES

    • Officer
    		 10,981 2022-03-15 0

    WALTMAN FRANCIS G EVP, PRODUCT MANAGEMENT

    • Officer
    		 35,215 2021-03-12 0

    TREANOR MARK C

    • Director
    		 30,305 2020-05-18 0

    BAIO JAMES R

    • Director
    		 15,405 2019-05-15 0

    HOODA SHEILA

    • Director
    		 2,603 2019-05-15 0

    FLYNN MARK S EVP & GENERAL COUNSEL

    • Officer
    		 12,574 2019-03-15 0

    BANK OF MONTREAL /CAN/

    • 10% Owner
    		 No longer subject to file 2016-10-27 0

    ROCHE CATHERINE MARGARET

    • Director
    		 0 2016-08-17 0

    COFFEY DIANE M

    • Director
    		 10,817 2015-12-31 0

    SWAN EDWARD M JR

    • Director
    		 13,156 2015-05-28 0

    CERUTTI JEFFREY EVP, HEAD OF DISTRIBUTION

    • Officer
    		 19,840 2014-03-14 0

    ROBERSTON RUSSEL C

    • Director
    		 0 2013-05-21 0

    THORP JEFFREY

    SONOMA CAPITAL, LP

    SONOMA CAPITAL, LLC

    SONOMA CAPITAL MANAGEMENT, LLC

    • 10% Owner
    		 No longer subject to file 2012-01-10 0

    BANK OF MONTREAL /CAN/

    BMO FINANCIAL CORP

    • 10% Owner
    		 1,727,746 2012-01-06 0

    BANK OF MONTREAL /CAN/

    HARRIS FINANCIAL CORP

    HARRIS BANKCORP INC

    • 10% Owner
    		 378,480 2010-08-05 0

    CURTISS NANCY G EVP, OPERATIONS

    • Officer
    		 14,077 2010-03-15 0

    NEAMTZ J STEVEN EVP, RETAIL DISTRIBUTION

    • Officer
    		 32,685 2010-03-15 0

    MCKEE HUGH MURRAY SIMON

    • Director
    		 0 2010-01-28 0

    KAPPELE ROSS F

    • Director
    		 0 2009-01-29 0

    COOPER BARRY MERRITT

    • Director
    		 0 2009-01-29 0

    PHOENIX INVESTMENT MANAGEMENT CO

    PHOENIX COMPANIES INC/DE

    • 10% Owner
    		 0 2008-12-31 0

    Insider Transactions Last 60 Days

    Reporting Owners Filing Date Trans Date Trans Code Shares Share Price Acquired
    Disposed    		 Shares Owned after D/I 10b5 Perf 1d* Perf 5d* Perf 1m* Max Gain Max Gain Days Max Loss Max Loss Days

    HILLS WENDY J - Officer EVP, CLO, GC & SECRETARY

    		2023-03-17 16:34:41 -0400 2023-03-15 A 1,316 a 7,984 direct 4.2255 4.2255 2 0.0 1

    HILLS WENDY J - Officer EVP, CLO, GC & SECRETARY

    		2023-03-17 16:34:41 -0400 2023-03-15 F 293 $171.08 d 7,691 direct 4.2255 4.2255 2 0.0 1

    MANDINACH BARRY M. - Officer EVP, HEAD OF DISTRIBUTION

    		2023-03-17 16:34:11 -0400 2023-03-15 A 1,755 a 19,785 direct 4.2255 4.2255 2 0.0 1

    MANDINACH BARRY M. - Officer EVP, HEAD OF DISTRIBUTION

    		2023-03-17 16:34:11 -0400 2023-03-15 F 383 $171.08 d 19,402 direct 4.2255 4.2255 2 0.0 1

    ANGERTHAL MICHAEL A - Officer EVP, CFO & TREASURER

    		2023-03-17 16:35:33 -0400 2023-03-15 A 2,704 a 78,511 direct 4.2255 4.2255 2 0.0 1

    ANGERTHAL MICHAEL A - Officer EVP, CFO & TREASURER

    		2023-03-17 16:35:33 -0400 2023-03-15 F 565 $171.08 d 77,946 direct 4.2255 4.2255 2 0.0 1

    AYLWARD GEORGE R - Director - Officer DIRECTOR, CEO AND PRESIDENT

    		2023-03-17 16:35:06 -0400 2023-03-15 A 9,352 a 273,843 direct 4.2255 4.2255 2 0.0 1

    AYLWARD GEORGE R - Director - Officer DIRECTOR, CEO AND PRESIDENT

    		2023-03-17 16:35:06 -0400 2023-03-15 F 2,019 $171.08 d 271,824 direct 4.2255 4.2255 2 0.0 1

    PENA MARDELLE W - Officer EVP, CHIEF HR OFFICER

    		2023-03-17 16:33:52 -0400 2023-03-15 A 1,023 a 16,543 direct 4.2255 4.2255 2 0.0 1

    PENA MARDELLE W - Officer EVP, CHIEF HR OFFICER

    		2023-03-17 16:33:52 -0400 2023-03-15 F 218 $171.08 d 16,325 direct 4.2255 4.2255 2 0.0 1

    SMIRL RICHARD W - Officer EVP & CHIEF OPERATING OFFICER

    		2023-03-17 16:33:38 -0400 2023-03-15 A 2,923 a 9,653 direct 4.2255 4.2255 2 0.0 1

    SMIRL RICHARD W - Officer EVP & CHIEF OPERATING OFFICER

    		2023-03-17 16:33:38 -0400 2023-03-15 F 355 $171.08 d 9,404 direct 4.2255 4.2255 2 0.0 1

    ANGERTHAL MICHAEL A - Officer EVP, CFO & TREASURER

    		2023-03-15 17:18:16 -0400 2023-03-13 F 3,190 $173.07 d 76,536 direct -2.6898 -3.8929 0.4994 4 -3.8929 6

    ANGERTHAL MICHAEL A - Officer EVP, CFO & TREASURER

    		2023-03-15 17:18:16 -0400 2023-03-13 A 6,882 a 79,726 direct -2.6898 -3.8929 0.4994 4 -3.8929 6

    AYLWARD GEORGE R - Director - Officer DIRECTOR, CEO AND PRESIDENT

    		2023-03-15 17:19:18 -0400 2023-03-13 F 2,731 $173.07 d 264,491 direct -2.6898 -3.8929 0.4994 4 -3.8929 6

    ANGERTHAL MICHAEL A - Officer EVP, CFO & TREASURER

    		2023-03-15 17:18:16 -0400 2023-03-13 F 729 $173.07 d 75,807 direct -2.6898 -3.8929 0.4994 4 -3.8929 6

    PENA MARDELLE W - Officer EVP, CHIEF HR OFFICER

    		2023-03-15 17:18:33 -0400 2023-03-13 A 2,709 a 16,684 direct -2.6898 -3.8929 0.4994 4 -3.8929 6

    PENA MARDELLE W - Officer EVP, CHIEF HR OFFICER

    		2023-03-15 17:18:33 -0400 2023-03-13 F 877 $173.07 d 15,807 direct -2.6898 -3.8929 0.4994 4 -3.8929 6

    PENA MARDELLE W - Officer EVP, CHIEF HR OFFICER

    		2023-03-15 17:18:33 -0400 2023-03-13 F 287 $173.07 d 15,520 direct -2.6898 -3.8929 0.4994 4 -3.8929 6

    HILLS WENDY J - Officer EVP, CLO, GC & SECRETARY

    		2023-03-15 17:18:51 -0400 2023-03-13 A 3,871 a 8,813 direct -2.6898 -3.8929 0.4994 4 -3.8929 6

    HILLS WENDY J - Officer EVP, CLO, GC & SECRETARY

    		2023-03-15 17:18:51 -0400 2023-03-13 F 1,735 $173.07 d 7,078 direct -2.6898 -3.8929 0.4994 4 -3.8929 6

    HILLS WENDY J - Officer EVP, CLO, GC & SECRETARY

    		2023-03-15 17:18:51 -0400 2023-03-13 F 410 $173.07 d 6,668 direct -2.6898 -3.8929 0.4994 4 -3.8929 6

    MANDINACH BARRY M. - Officer EVP, HEAD OF DISTRIBUTION

    		2023-03-15 17:19:05 -0400 2023-03-13 A 4,946 a 20,846 direct -2.6898 -3.8929 0.4994 4 -3.8929 6

    MANDINACH BARRY M. - Officer EVP, HEAD OF DISTRIBUTION

    		2023-03-15 17:19:05 -0400 2023-03-13 F 2,292 $173.07 d 18,554 direct -2.6898 -3.8929 0.4994 4 -3.8929 6

    MANDINACH BARRY M. - Officer EVP, HEAD OF DISTRIBUTION

    		2023-03-15 17:19:05 -0400 2023-03-13 F 524 $173.07 d 18,030 direct -2.6898 -3.8929 0.4994 4 -3.8929 6

    AYLWARD GEORGE R - Director - Officer DIRECTOR, CEO AND PRESIDENT

    		2023-03-15 17:19:18 -0400 2023-03-13 A 25,804 a 279,181 direct -2.6898 -3.8929 0.4994 4 -3.8929 6

    AYLWARD GEORGE R - Director - Officer DIRECTOR, CEO AND PRESIDENT

    		2023-03-15 17:19:18 -0400 2023-03-13 F 11,959 $173.07 d 267,222 direct -2.6898 -3.8929 0.4994 4 -3.8929 6

    * -

    Transaction Code Definitions
    Code Definition
    A Grant, award or other acquisition pursuant to Rule 16b-3(d)
    C Conversion of derivative security
    D Disposition to the issuer of issuer equity securities pursuant to Rule 16b-3(e)
    E Expiration of short derivative position
    F Payment of exercise price or tax liability by delivering or withholding securities incident to the receipt, exercise or vesting of a security issued in accordance with Rule 16b-3
    G Bona fide gift
    H Expiration (or cancellation) of long derivative position with value received
    I Discretionary transaction in accordance with Rule 16b-3(f) resulting in acquisition or disposition of issuer securities
    J Other acquisition or disposition
    L Small acquisition under Rule 16a-6
    M Exercise or conversion of derivative security exempted pursuant to Rule 16b-3
    O Exercise of out-of-the-money derivative security
    P Open market or private purchase of non-derivative or derivative security
    S Open market or private sale of non-derivative or derivative security
    U Disposition pursuant to a tender of shares in a change of control transaction
    W Acquisition or disposition by will or the laws of descent and distribution
    X Exercise of in-the-money or at-the-money derivative security
    Z Deposit into or withdrawal from voting trust

    IBR Securities Loan Availability

    Updated throughout the day, this shows the number of shares available to borrow. Data provided by Interactive Brokers

    Security Date/Time Rebate Rate Fee Rate Shares Available
    VIRTUS INVESTMENT PARTNERS VRTS 2023-03-24 22:15:03 UTC 4.4119 0.4081 350000
    VIRTUS INVESTMENT PARTNERS VRTS 2023-03-24 21:45:03 UTC 4.4119 0.4081 350000
    VIRTUS INVESTMENT PARTNERS VRTS 2023-03-24 21:15:03 UTC 4.4119 0.4081 350000
    VIRTUS INVESTMENT PARTNERS VRTS 2023-03-24 20:45:03 UTC 4.4119 0.4081 350000
    VIRTUS INVESTMENT PARTNERS VRTS 2023-03-24 20:15:04 UTC 4.4119 0.4081 350000
    VIRTUS INVESTMENT PARTNERS VRTS 2023-03-24 19:45:03 UTC 4.4119 0.4081 350000
    VIRTUS INVESTMENT PARTNERS VRTS 2023-03-24 19:15:04 UTC 4.4119 0.4081 350000
    VIRTUS INVESTMENT PARTNERS VRTS 2023-03-24 18:45:04 UTC 4.4119 0.4081 350000
    VIRTUS INVESTMENT PARTNERS VRTS 2023-03-24 18:15:03 UTC 4.4119 0.4081 350000
    VIRTUS INVESTMENT PARTNERS VRTS 2023-03-24 17:45:03 UTC 4.4119 0.4081 350000
    VIRTUS INVESTMENT PARTNERS VRTS 2023-03-24 17:15:03 UTC 4.4119 0.4081 350000
    VIRTUS INVESTMENT PARTNERS VRTS 2023-03-24 16:45:03 UTC 4.4119 0.4081 350000
    VIRTUS INVESTMENT PARTNERS VRTS 2023-03-24 16:15:03 UTC 4.4119 0.4081 350000
    VIRTUS INVESTMENT PARTNERS VRTS 2023-03-24 15:45:03 UTC 4.4119 0.4081 350000
    VIRTUS INVESTMENT PARTNERS VRTS 2023-03-24 15:15:03 UTC 4.4119 0.4081 350000
    VIRTUS INVESTMENT PARTNERS VRTS 2023-03-24 14:45:03 UTC 4.1619 0.4081 350000
    VIRTUS INVESTMENT PARTNERS VRTS 2023-03-24 14:15:03 UTC 4.1619 0.4081 350000
    VIRTUS INVESTMENT PARTNERS VRTS 2023-03-24 13:45:03 UTC 4.1619 0.4081 350000
    VIRTUS INVESTMENT PARTNERS VRTS 2023-03-24 13:15:04 UTC 4.1619 0.4081 350000
    VIRTUS INVESTMENT PARTNERS VRTS 2023-03-24 12:45:03 UTC 4.1619 0.4081 350000

    Current Active Short Positions

    Holder Issuer Net Short Position Position Date Origin

    No recent transactions

    *** To see all congressional transactions (since 2022) for this stock, please use the congressional transaction search page***

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