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VRTS

Virtus Investment Partners, Inc.

Virtus Investment Partners, Inc. is classed by the SEC under Investment Advice (industry code 6282), based in Hartford, CT. In its latest annual figures on file, for the fiscal year ended 2025-12-31, it reported revenue of $853 million and a profit of $136 million (its filed statements).

Asset management business Investment Advice Hartford, CT filings since 1995 9 of 9 filed
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Sector peers: HLIVCTRLAZMORN

4.6/10headline grade
vs its business-model standard
5.6/10past 5.0/10present 3.0/10future

Three tenses, nine metrics. Unseen metrics stay unseen; the grade never fakes a number. Proxy era: provisional values, marked. Weighed as a asset management business: prior from its industry code (SEC 6282, Investment Advice); the filing read can change it. All three tenses have at least two readings, so the archetype blend applies as printed.

The grade, in three tenses

Headline 4.6 out of ten, 9 of 9 metrics filed: past 5.6 out of ten, present 5.0 out of ten, future 3.0 out of ten. The past asks what it actually did, the present what it is doing right now, the future what it is set up to do next.

The nine metrics

  • Surviving crises (past): 1.0 out of ten. 2 warning events since 2017; the latest 2024-01-05. 10th percentile among 48 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
  • Track record (past): 5.7 out of ten. +11.4% a year over 10 filed years; profitable in 10 of 10. 57th percentile among 42 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
  • Shareholder treatment (past): 8.4 out of ten. Share count shrank 3.0% a year. 100% of cash flow returned. Insiders: 15 sales, 3 purchases. 84th percentile among 36 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
  • Financial health (present): 5.7 out of ten. ROE 15%: 15¢ of profit per shareholder dollar. Leverage 78%: owes 78¢ per asset dollar. 57th percentile among 44 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
  • Industry position (present): 3.7 out of ten. bottom 37% of 42 in its family; net margin 16.2%. 37th percentile among 42 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
  • Leadership (present): 6.4 out of ten. top 36% of 34 in its family for leadership; chief executive since 2008. 64th percentile among 34 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-09).
  • Room to expand (future): 2.6 out of ten. bottom 26% of 41 in its family for room to expand. 26th percentile among 41 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
  • Growth drivers (future): 2.4 out of ten. bottom 24% of 41 in its family for growth drivers. 24th percentile among 41 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
  • Expectations vs reality (future): 3.9 out of ten. bottom 39% of 40 in its family for expectations against reality. 39th percentile among 40 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).

The filing record

Newest annual report: Form 10-K filed 2026-02-27 for the period ended 2025-12-31 (on EDGAR). Newest quarterly report: Form 10-Q filed 2026-08-07 for the period ended 2026-06-30 (on EDGAR). Newest results release: Form 8-K filed 2026-07-30 (on EDGAR). Newest filing: Form SCHEDULE 13G, 2026-10-08. Filings on record since 1995. Read from EDGAR 2026-10-12.

Where the revenue comes from

Product and service lines in fiscal 2025: Open End Funds 34%, Retail Separate Accounts 25%, Institutional Accounts 20%, Administration and Shareholder Service Fees 9%, Closed End Funds 7%, Distribution and Service Fees 6%. As tagged in its annual report (Form 10-K, filed 2026-02-27).

Who runs it

Aylward, George R (Director, CEO and President); Angerthal, Michael A (EVP, CFO & Treasurer); Smirl, Richard W (EVP & Chief Operating Officer); Lieberman, Elizabeth A (EVP, Chief HR Officer); Mandinach, Barry M. (EVP, Head of Distribution); Purkalitis, Andra C (EVP and CLO); Morris, W Howard (director); Boyce, John T (director); Bain, Peter L (director); Greig, Paul G (director); and 4 more. 14 officers and directors have filed their own trades in the last fifteen months, names and titles as filed with the SEC, through 2026-09-30.

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