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.
IPO Year:
Exchange: NASDAQ
Website: virtus.com
| Date | Price Target | Rating | Analyst |
|---|---|---|---|
| 8/27/2024 | $206.00 | Underweight | Barclays |
| 4/8/2024 | $285.00 → $264.00 | Buy → Hold | TD Cowen |
| 1/4/2024 | $289.00 | Outperform | TD Cowen |
| 12/20/2023 | $264.00 | Overweight | Piper Sandler |
| 3/27/2023 | $248.00 → $260.00 | Neutral → Overweight | Piper Sandler |
| 2/6/2023 | $248.00 | Overweight → Neutral | Piper Sandler |
| 4/8/2022 | $393.00 → $240.00 | Overweight → Underweight | Morgan Stanley |
| 8/5/2021 | $400.00 | Equal-Weight → Overweight | Morgan Stanley |
| 7/19/2021 | $334.00 → $331.00 | Equal-Weight | Morgan Stanley |
| 7/9/2021 | $320.00 → $334.00 | Equal-Weight | Morgan Stanley |
10-K - VIRTUS INVESTMENT PARTNERS, INC. (0000883237) (Filer)
8-K - VIRTUS INVESTMENT PARTNERS, INC. (0000883237) (Filer)
8-K - VIRTUS INVESTMENT PARTNERS, INC. (0000883237) (Filer)
10-Q - VIRTUS INVESTMENT PARTNERS, INC. (0000883237) (Filer)
8-K - VIRTUS INVESTMENT PARTNERS, INC. (0000883237) (Filer)
10-Q - VIRTUS INVESTMENT PARTNERS, INC. (0000883237) (Filer)
8-K - VIRTUS INVESTMENT PARTNERS, INC. (0000883237) (Filer)
S-8 - VIRTUS INVESTMENT PARTNERS, INC. (0000883237) (Filer)
8-K - VIRTUS INVESTMENT PARTNERS, INC. (0000883237) (Filer)
10-Q - VIRTUS INVESTMENT PARTNERS, INC. (0000883237) (Filer)
3 - VIRTUS INVESTMENT PARTNERS, INC. (0000883237) (Issuer)
4 - VIRTUS INVESTMENT PARTNERS, INC. (0000883237) (Issuer)
3 - VIRTUS INVESTMENT PARTNERS, INC. (0000883237) (Issuer)
4 - VIRTUS INVESTMENT PARTNERS, INC. (0000883237) (Issuer)
4 - VIRTUS INVESTMENT PARTNERS, INC. (0000883237) (Issuer)
4 - VIRTUS INVESTMENT PARTNERS, INC. (0000883237) (Issuer)
4 - VIRTUS INVESTMENT PARTNERS, INC. (0000883237) (Issuer)
4 - VIRTUS INVESTMENT PARTNERS, INC. (0000883237) (Issuer)
4 - VIRTUS INVESTMENT PARTNERS, INC. (0000883237) (Issuer)
4 - VIRTUS INVESTMENT PARTNERS, INC. (0000883237) (Issuer)
Virtus Investment Partners, Inc. (NYSE:VRTS) today reported preliminary assets under management (AUM) of $174.5 billion and other fee earning assets of $2.2 billion for total client assets of $176.7 billion as of February 28, 2025. The decrease in AUM from January 31, 2025 primarily reflects market performance and net outflows in U.S. retail mutual funds and retail separate accounts, partially offset by positive net flows in exchange-traded funds and global funds. Assets Under Management (unaudited) ($ in millions) By Product Type: February 28, 2025 January 31, 2025 Open-End Funds (1) $ 55,965 $ 56,973 Closed
The Board of Directors of Duff & Phelps Utility and Infrastructure Fund Inc. (NYSE:DPG), a closed-end fund advised by Duff & Phelps Investment Management Co., previously announced the following monthly distribution on December 12, 2024: Per Share Amount Ex-Date Record Date Payable Date $0.07 February 28, 2025 February 28, 2025 March 10, 2025 The Fund adopted a managed distribution plan (the "Plan") in 2015. Under the Plan, the Fund will distribute all available investment income to its shareholders, consistent with the Fund's investment objective. If and when sufficient investment income is not available on a monthly basis, the Fund will distribute realized cap
Virtus Dividend, Interest & Premium Strategy Fund (NYSE:NFJ) today announced the following quarterly distribution: Ticker Amount of Distribution Ex-Date/Record Date Payable Date NFJ $0.305 June 12, 2025 June 27, 2025 The Fund previously announced the following quarterly distribution on November 20, 2024: Ticker Amount of Distribution Ex-Date/Record Date Payable Date NFJ $0.305 March 13, 2025 March 28, 2025 Under the terms of its Managed Distribution Plan, the Fund will seek to maintain a consistent distribution level that may be paid in part or in full, from net investment income and realized capital gains, or a combination thereof
Virtus Artificial Intelligence & Technology Opportunities Fund (NYSE:AIO) today announced the following monthly distributions: Amount of Distribution Ex-Date/Record Date Payable Date $0.15 April 11, 2025 April 29, 2025 $0.15 May 12, 2025 May 29, 2025 $0.15 June 12, 2025 June 27, 2025 Under the terms of its Managed Distribution Plan, the Fund will seek to maintain a consistent distribution level that may be paid, in part or in full, from net investment income and realized capital gains, or a combination thereof. Shareholders should note, however, that if the Fund's aggregate net investment income and net realized capital gains are less than the a
Virtus Total Return Fund Inc. (NYSE:ZTR) today announced the following monthly distributions: Amount of Distribution Ex-Date/Record Date Payable Date $0.05 April 11, 2025 April 29, 2025 $0.05 May 12, 2025 May 29, 2025 $0.05 June 12, 2025 June 27, 2025 Under the terms of its Managed Distribution Plan, the Fund will seek to maintain a consistent distribution level that may be paid, in part or in full, from net investment income and realized capital gains, or a combination thereof. Shareholders should note, however, that if the Fund's aggregate net investment income and net realized capital gains are less than the amount of the distribution level,
Virtus Global Multi-Sector Income Fund (NYSE:VGI) today announced the following monthly distributions: Amount of Distribution Ex-Date/Record Date Payable Date $0.08 April 11, 2025 April 29, 2025 $0.08 May 12, 2025 May 29, 2025 $0.08 June 12, 2025 June 27, 2025 The amounts of distributions reported in this notice are estimates only and are not being provided for tax reporting purposes. The actual amounts and sources of the distributions for tax purposes will depend on the Fund's investment experience during the remainder of its fiscal year and may be subject to changes based on tax regulations. The Fund or your broker will send you a Form 1099-DI
Virtus Equity & Convertible Income Fund (NYSE:NIE) today announced the following quarterly distribution: Ticker Amount of Distribution Ex-Date/Record Date Payable Date NIE $0.50 June 12, 2025 June 27, 2025 The Fund previously announced the following quarterly distribution on November 20, 2024: Ticker Amount of Distribution Ex-Date/Record Date Payable Date NIE $0.50 March 13, 2025 March 28, 2025 Under the terms of its Managed Distribution Plan, the Fund will seek to maintain a consistent distribution level that may be paid in part or in full, from net investment income and realized capital gains, or a combination thereof. Shareholde
Virtus Convertible & Income Fund (NYSE:NCV) and Virtus Convertible & Income Fund II (NYSE:NCZ) today announced the following distributions on their respective common shares: Virtus Convertible & Income Fund: Ticker Amount of Distribution Ex-Date/Record Date Payable Date NCV $0.136 April 11, 2025 April 29, 2025 NCV $0.136 May 12, 2025 May 29, 2025 NCV $0.136 June 12, 2025 June 27, 2025 Virtus Convertible & Income Fund II: Ticker Amount of Distribution Ex-Date/Record Date Payable Date NCZ $0.120 April 11, 2025 April 29, 2025 NCZ $0.120 May 12, 2025 May 29, 2025 NCZ $0.120 June 12, 202
Virtus Stone Harbor Emerging Markets Income Fund (NYSE:EDF) today announced the following monthly distributions: Amount of Distribution Ex-Date/Record Date Payable Date $0.06 April 11, 2025 April 29, 2025 $0.06 May 12, 2025 May 29, 2025 $0.06 June 12, 2025 June 27, 2025 The amounts of distributions reported in this notice are estimates only and are not being provided for tax reporting purposes. The actual amounts and sources of the distributions for tax purposes will depend on the Fund's investment experience during the remainder of its fiscal year and may be subject to changes based on tax regulations. The Fund or your broker will send you a Fo
Virtus Diversified Income & Convertible Fund (NYSE:ACV) today announced the following monthly distributions: Amount of Distribution Ex-Date/Record Date Payable Date $0.18 April 11, 2025 April 29, 2025 $0.18 May 12, 2025 May 29, 2025 $0.18 June 12, 2025 June 27, 2025 Under the terms of its Managed Distribution Plan, the Fund will seek to maintain a consistent distribution level that may be paid in part or in full, from net investment income and realized capital gains, or a combination thereof. Shareholders should note, however, that if the Fund's aggregate net investment income and net realized capital gains are less than the amount of the distri
The Board of Directors of Duff & Phelps Utility and Infrastructure Fund Inc. (NYSE:DPG), a closed-end fund advised by Duff & Phelps Investment Management Co., previously announced the following monthly distribution on December 12, 2024: Per Share Amount Ex-Date Record Date Payable Date $0.07 February 28, 2025 February 28, 2025 March 10, 2025 The Fund adopted a managed distribution plan (the "Plan") in 2015. Under the Plan, the Fund will distribute all available investment income to its shareholders, consistent with the Fund's investment objective. If and when sufficient investment income is not available on a monthly basis, the Fund will distribute realized cap
Virtus Dividend, Interest & Premium Strategy Fund (NYSE:NFJ) today announced the following quarterly distribution: Ticker Amount of Distribution Ex-Date/Record Date Payable Date NFJ $0.305 June 12, 2025 June 27, 2025 The Fund previously announced the following quarterly distribution on November 20, 2024: Ticker Amount of Distribution Ex-Date/Record Date Payable Date NFJ $0.305 March 13, 2025 March 28, 2025 Under the terms of its Managed Distribution Plan, the Fund will seek to maintain a consistent distribution level that may be paid in part or in full, from net investment income and realized capital gains, or a combination thereof
Virtus Convertible & Income Fund (NYSE:NCV) announced today that it has declared a $0.3515625 per share cash distribution payable on March 31, 2025 to Series A cumulative preferred shareholders of record on March 17, 2025. The Series A Cumulative Preferred Shares, which trade on the New York Stock Exchange under the symbol NCV PR A, are rated "A" by Fitch Ratings and have an annual dividend rate of $1.40625 per share. The 4,000,000 Series A Cumulative Preferred Shares were issued September 20, 2018 at $25.00 per share and pay distributions quarterly. This distribution represents the accrual period from January 1, 2025 through March 31, 2025. The Series A Cumulative Preferred Shares are now
Virtus Convertible & Income Fund II (NYSE:NCZ) announced today that it has declared a $0.34375 per share cash distribution payable on March 31, 2025 to Series A cumulative preferred shareholders of record on March 17, 2025. The Series A Cumulative Preferred Shares, which trade on the New York Stock Exchange under the symbol NCZ PR A, are rated "A" by Fitch Ratings and have an annual dividend rate of $1.375 per share. The 4,360,000 Series A Cumulative Preferred Shares were issued September 11, 2018 at $25.00 per share and pay distributions quarterly. This distribution represents the accrual period from January 1, 2025 through March 31, 2025. The Series A Cumulative Preferred Shares are now
Virtus Investment Partners, Inc. (NYSE:VRTS), which operates a multi-boutique asset management business, today announced that its Board of Directors has declared a quarterly cash dividend of $2.25 per common share for the first quarter of 2025. The dividend will be paid on May 14, 2025 to shareholders of record at the close of business on April 30, 2025. Future declarations of dividends will be subject to the approval of the Board of Directors. About Virtus Investment Partners, Inc. Virtus Investment Partners (NYSE:VRTS) is a distinctive partnership of boutique investment managers singularly committed to the long-term success of individual and institutional investors. We provide inves
Virtus Dividend, Interest & Premium Strategy Fund (NYSE:NFJ) (the "Fund"), a closed-end fund, today announced that the Board of Trustees has adopted a share repurchase program to repurchase, at a discount to net asset value ("NAV"), up to 5% of its outstanding common shares (based on common shares outstanding as of February 13, 2025) in open market transactions. The share repurchase program is intended to enhance shareholder value, as repurchases made at a discount may have the effect of increasing the NAV per share of the Fund's remaining shares. In addition, repurchases of closed-end fund shares may at times represent attractive investment opportunities for the Fund. Pursuant to the sha
The Board of Directors of Duff & Phelps Utility and Infrastructure Fund Inc. (NYSE:DPG), a closed-end fund advised by Duff & Phelps Investment Management Co., previously announced the following monthly distribution on December 12, 2024: Per Share Amount Ex-Date Record Date Payable Date $0.07 January 31, 2025 January 31, 2025 February 10, 2025 The Fund adopted a Managed Distribution Plan (the "Plan") in 2015. Under the Plan, the Fund will distribute all available investment income to its shareholders, consistent with the Fund's investment objective. If and when sufficient investment income is not available on a monthly basis, the Fund wi
Virtus Convertible & Income Fund (NYSE:NCV) and Virtus Convertible & Income Fund II (NYSE:NCZ) announced that a 1-for-4 reverse stock split of the issued and outstanding shares of each Fund will be effective as of the start of trading on Monday, February 10, 2025 ("Effective Date"). The reverse stock splits were previously announced, approved by each Fund's board, and are intended to enhance shareholder value. As a result of the reverse stock splits, one new share will be issued for every four outstanding common shares of NCV and NCZ. The Funds will retain their trading symbols but have been assigned the following new CUSIP numbers as of the Effective Date: NCV: 92838X805 NCZ: 92838U80
Earnings Per Share - Diluted of $4.66; Earnings Per Share - Diluted, as Adjusted, of $7.50 Total Sales of $6.4B; Net Flows of ($4.8B); Assets Under Management of $175.0B Virtus Investment Partners, Inc. (NYSE:VRTS) today reported financial results for the three months ended December 31, 2024. Financial Highlights (Unaudited) (in millions, except per share data or as noted) Three Months Ended Three Months Ended 12/31/2024 12/31/2023 Change 9/30/2024 Change U.S. GAAP Financial Measures
Conference Call at 10:00 a.m. Eastern Virtus Investment Partners, Inc. (NYSE:VRTS), which operates a multi-boutique asset management business, today announced that it will release its financial results for the fourth quarter of 2024 before the market opens on Friday, January 31, 2025. George R. Aylward, president and chief executive officer, and Michael A. Angerthal, executive vice president and chief financial officer, will host a conference call and webcast with the investment community at 10:00 a.m. Eastern. The presentation that will accompany the conference call will be available in the Presentations section of virtus.com. A replay of the call will be available in the Investor Rela
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Barclays initiated coverage of Virtus Investment Partners with a rating of Underweight and set a new price target of $206.00
TD Cowen downgraded Virtus Investment Partners from Buy to Hold and set a new price target of $264.00 from $285.00 previously
TD Cowen initiated coverage of Virtus Investment Partners with a rating of Outperform and set a new price target of $289.00
Piper Sandler resumed coverage of Virtus Investment Partners with a rating of Overweight and set a new price target of $264.00
Piper Sandler upgraded Virtus Investment Partners from Neutral to Overweight and set a new price target of $260.00 from $248.00 previously
Piper Sandler downgraded Virtus Investment Partners from Overweight to Neutral and set a new price target of $248.00
Morgan Stanley downgraded Virtus Investment Partners from Overweight to Underweight and set a new price target of $240.00 from $393.00 previously
Morgan Stanley upgraded Virtus Investment from Equal-Weight to Overweight and set a new price target of $400.00
Morgan Stanley reiterated coverage of Virtus Investment with a rating of Equal-Weight and set a new price target of $331.00 from $334.00 previously
Morgan Stanley reiterated coverage of Virtus Investment with a rating of Equal-Weight and set a new price target of $334.00 from $320.00 previously
Virtus Investment Partners (NYSE:VRTS), which operates a multi-boutique asset management business, today announced that John C. Weisenseel, who has more than 20 years of experience in senior financial leadership roles, has been appointed to the company's Board of Directors and to its Audit Committee. Weisenseel, 64, retired as senior vice president and chief financial officer of AllianceBernstein LP, where he supervised all global finance activities for the publicly traded asset management company and was a member of its executive Operating Committee, which established and guided strategic direction for the firm. "We are pleased to welcome John to our board as he brings a significant ba
WWE® (NYSE:WWE) today announced that Michelle McKenna and JoEllen Lyons Dillon have been elected to its Board of Directors. McKenna spent more than two decades as a senior leader at Disney, Universal Studios and the NFL, working across technology, digital strategy and finance. From 2012 to 2022, McKenna served as Chief Information Officer for the NFL, where she was responsible for the league's technology strategy and served as the executive sponsor of the Women's Interactive Group. She serves on the Board of Directors of Ring Central (NYSE:RNG), where she is a member of the audit, compensation and nominating & governance committees. McKenna previously served on the Board of Directors of In
CHICAGO, March 24, 2022 /PRNewswire/ -- DTF Tax-Free Income 2028 Term Fund Inc. (NYSE:DTF) (the "Fund"), a closed-end fund advised by Duff & Phelps Investment Management Co. (the "Investment Adviser"), today announced that Lisa H. Leonard has been appointed by the Fund's Board of Directors as Chief Investment Officer, effective June 1, 2022. Ms. Leonard will succeed Timothy M. Heaney, Chief Investment Officer and Vice President of the Fund since 2004, who will retire from his position effective May 31, 2022. Ms. Leonard, who has been a Vice President of the Fund since 2006 and a member of its portfolio management team since 1998, has worked in the investment industry for more than 35 years.
HARTFORD, Conn., March 1, 2021 /PRNewswire/ -- Virtus Investment Partners (NASDAQ: VRTS), which operates a multi-boutique asset management business, today announced that W. Howard Morris, CFA, has been appointed to the company's Board of Directors and to its Audit Committee. Morris, 62, is the president and chief investment officer of The Prairie & Tireman Group, an investment partnership in Detroit that provides investment management and personal financial planning and analysis to high-net-worth individuals. "Howard brings significant investment experience as a portfolio manager at his firm for more than two decades as well as from his years of public service to school districts and the Sta
HARTFORD, Conn., Dec. 3, 2020 /PRNewswire/ -- Virtus Investment Partners, Inc. (NASDAQ: VRTS), which operates a multi-boutique asset management business, today announced that its Board of Directors has declared a quarterly cash dividend of $0.82 per common share for the fourth quarter of 2020. The dividend will be paid on February 12, 2021 to shareholders of record at the close of business on January 29, 2021. Future declarations of dividends will be subject to the approval of the Board of Directors. About Virtus Investment Partners, Inc.Virtus Investment Partners (NASDAQ: VRTS) is a distinctive partnership of boutique investment managers singularly committed to the long-term success of i