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 |
Virtus Total Return Fund Inc. (NYSE:ZTR) previously announced the following monthly distribution on November 20, 2024: Amount of Distribution Ex-Date/Record Date Payable Date $0.05 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. 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, the difference will be distributed from the Fund's assets and w
Virtus Artificial Intelligence & Technology Opportunities Fund (NYSE:AIO) previously announced the following monthly distribution on November 20, 2024: Ticker Amount of Distribution Ex-Date/Record Date Payable Date AIO $ 0.15 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. 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, the diffe
Virtus Diversified Income & Convertible Fund (NYSE:ACV) previously announced the following monthly distribution on November 20, 2024: Ticker Amount of Distribution Ex-Date/Record Date Payable Date ACV $0.18 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. 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, the difference will be distribut
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. (the "Adviser"), authorized the payment of dividends on its common stock as follows: Per Share Amount Ex-Date Record Date Payable Date $0.07 April 30, 2025 April 30, 2025 May 12, 2025 $0.07 May 30, 2025 May 30, 2025 June 10, 2025 $0.07 June 30, 2025 June 30, 2025 July 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 object
The Board of Directors of DTF Tax-Free Income 2028 Term Fund Inc.. (NYSE:DTF) (the "Fund"), a closed-end fund advised by Duff & Phelps Investment Management Co. (the "Adviser), authorized the payment of dividends on the Fund's common stock as follows: Per Share Amount Ex-Date Record Date Payable Date $0.0325 April 15, 2025 April 15, 2025 April 30, 2025 $0.0325 May 15, 2025 May 15, 2025 May 30, 2025 $0.0325 June 16, 2025 June 16, 2025 June 30, 2025 The Fund estimates that the above dividends are likely to exceed the Fund's net income and net realized capital gains; therefore, a portion of these dividends is likely to result in a retur
The Board of Directors of DNP Select Income Fund Inc. (NYSE:DNP), a closed-end fund advised by Duff & Phelps Investment Management Co. (the "Adviser"), authorized the payment of dividends on its common stock as follows: Per Share Amount Ex-Date Record Date Payable Date $0.065 April 30, 2025 April 30, 2025 May 12, 2025 $0.065 May 30, 2025 May 30, 2025 June 10, 2025 $0.065 June 30, 2025 June 30, 2025 July 10, 2025 The Fund adopted a Managed Distribution Plan (the "Plan") in 2007 to maintain its current 6.5 cent per share distribution rate. Under the Plan, the Fund will distribute all available investment income to its shareholders, con
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
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)
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)
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)
SC 13G - VIRTUS INVESTMENT PARTNERS, INC. (0000883237) (Subject)
SC 13G/A - VIRTUS INVESTMENT PARTNERS, INC. (0000883237) (Subject)
SC 13G - VIRTUS INVESTMENT PARTNERS, INC. (0000883237) (Subject)
SC 13G/A - VIRTUS INVESTMENT PARTNERS, INC. (0000883237) (Subject)
SC 13G/A - VIRTUS INVESTMENT PARTNERS, INC. (0000883237) (Subject)
SC 13G/A - VIRTUS INVESTMENT PARTNERS, INC. (0000883237) (Subject)
SC 13G/A - VIRTUS INVESTMENT PARTNERS, INC. (0000883237) (Subject)
SC 13G/A - VIRTUS INVESTMENT PARTNERS, INC. (0000883237) (Subject)
SC 13G/A - VIRTUS INVESTMENT PARTNERS, INC. (0000883237) (Subject)
SC 13G/A - VIRTUS INVESTMENT PARTNERS, INC. (0000883237) (Subject)
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
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. (the "Adviser"), authorized the payment of dividends on its common stock as follows: Per Share Amount Ex-Date Record Date Payable Date $0.07 April 30, 2025 April 30, 2025 May 12, 2025 $0.07 May 30, 2025 May 30, 2025 June 10, 2025 $0.07 June 30, 2025 June 30, 2025 July 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 object
The Board of Directors of DTF Tax-Free Income 2028 Term Fund Inc.. (NYSE:DTF) (the "Fund"), a closed-end fund advised by Duff & Phelps Investment Management Co. (the "Adviser), authorized the payment of dividends on the Fund's common stock as follows: Per Share Amount Ex-Date Record Date Payable Date $0.0325 April 15, 2025 April 15, 2025 April 30, 2025 $0.0325 May 15, 2025 May 15, 2025 May 30, 2025 $0.0325 June 16, 2025 June 16, 2025 June 30, 2025 The Fund estimates that the above dividends are likely to exceed the Fund's net income and net realized capital gains; therefore, a portion of these dividends is likely to result in a retur
The Board of Directors of DNP Select Income Fund Inc. (NYSE:DNP), a closed-end fund advised by Duff & Phelps Investment Management Co. (the "Adviser"), authorized the payment of dividends on its common stock as follows: Per Share Amount Ex-Date Record Date Payable Date $0.065 April 30, 2025 April 30, 2025 May 12, 2025 $0.065 May 30, 2025 May 30, 2025 June 10, 2025 $0.065 June 30, 2025 June 30, 2025 July 10, 2025 The Fund adopted a Managed Distribution Plan (the "Plan") in 2007 to maintain its current 6.5 cent per share distribution rate. Under the Plan, the Fund will distribute all available investment income to its shareholders, con
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