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Virtus Investment Partners (VRTS)

(Real Time Quote from BATS)

$229.37 USD

229.37
16,411

-5.33 (-2.27%)

Updated Apr 25, 2024 01:06 PM ET

Zacks Rank:

This is our short term rating system that serves as a timeliness indicator for stocks over the next 1 to 3 months. How good is it? See rankings and related performance below.

Zacks Rank Definition Annualized Return
1Strong Buy24.20%
2Buy18.04%
3Hold9.52%
4Sell5.20%
5Strong Sell2.60%
S&P50011.13%

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3-Hold of 5     3    

Style Scores:

The Style Scores are a complementary set of indicators to use alongside the Zacks Rank. It allows the user to better focus on the stocks that are the best fit for his or her personal trading style.

The scores are based on the trading styles of Value, Growth, and Momentum. There's also a VGM Score ('V' for Value, 'G' for Growth and 'M' for Momentum), which combines the weighted average of the individual style scores into one score.

Value Score A
Growth Score A
Momentum Score A
VGM Score A

Within each Score, stocks are graded into five groups: A, B, C, D and F. As you might remember from your school days, an A, is better than a B; a B is better than a C; a C is better than a D; and a D is better than an F.

As an investor, you want to buy stocks with the highest probability of success. That means you want to buy stocks with a Zacks Rank #1 or #2, Strong Buy or Buy, which also has a Score of an A or a B in your personal trading style.

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C Value F Growth B Momentum D VGM

Industry Rank:

The Zacks Industry Rank assigns a rating to each of the 265 X (Expanded) Industries based on their average Zacks Rank.

An industry with a larger percentage of Zacks Rank #1's and #2's will have a better average Zacks Rank than one with a larger percentage of Zacks Rank #4's and #5's.

The industry with the best average Zacks Rank would be considered the top industry (1 out of 265), which would place it in the top 1% of Zacks Ranked Industries. The industry with the worst average Zacks Rank (265 out of 265) would place in the bottom 1%.

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Top 19% (47 out of 251)

Industry: Financial - Investment Management

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Better trading starts here.

Balance Sheet

Research for VRTS

The Zacks Equity Research reports, or ZER for short, are our in-house, independently produced research reports.

The ever popular one-page Snapshot reports are generated for virtually every single Zacks Ranked stock. It's packed with all of the company's key stats and salient decision making information. Including the Zacks Rank, Zacks Industry Rank, Style Scores, the Price, Consensus & Surprise chart, graphical estimate analysis and how a stocks stacks up to its peers.

The detailed multi-page Analyst report does an even deeper dive on the company's vital statistics. In addition to all of the proprietary analysis in the Snapshot, the report also visually displays the four components of the Zacks Rank (Agreement, Magnitude, Upside and Surprise); provides a comprehensive overview of the company business drivers, complete with earnings and sales charts; a recap of their last earnings report; and a bulleted list of reasons to buy or sell the stock. It also includes an industry comparison table to see how your stock compares to its expanded industry, and the S&P 500.

Researching stocks has never been so easy or insightful as with the ZER Analyst and Snapshot reports.

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Fiscal Year End for Virtus Investment Partners, Inc falls in the month of December.

All items in Millions except Per Share data.

12/31/2023 12/31/2022 12/31/2021 12/31/2020 12/31/2019
Assets          
Cash & Equivalents 2,556 2,880 2,835 2,738 2,435
Receivables 109 99 124 85 74
Notes Receivable 0 0 0 0 0
Inventories 0 0 0 0 0
Other Current Assets 43 45 0 13 24
Total Current Assets 2,709 3,024 2,959 2,836 2,533
Net Property & Equipment 26 19 13 14 18
Investments & Advances 0 0 0 0 0
Other Non-Current Assets 0 0 0 0 0
Deferred Charges 25 23 19 10 16
Intangibles 829 791 839 571 601
Deposits & Other Assets 89 95 104 36 37
Total Assets 3,679 3,953 3,934 3,467 3,205
Liabilities & Shareholders Equity 12/31/2023 12/31/2022 12/31/2021 12/31/2020 12/31/2019
Notes Payable 0 0 0 0 0
Accounts Payable 201 33 49 25 23
Current Portion Long-Term Debt 253 255 266 0 278
Current Portion Capital Leases 0 0 0 0 0
Accrued Expenses 39 182 187 123 101
Income Taxes Payable 0 0 0 0 0
Other Current Liabilities 17 16 15 9 49
Total Current Liabilities 510 486 517 157 452
Mortgages 0 0 0 0 0
Deferred Taxes/Income 0 0 0 0 0
Convertible Debt 0 0 0 0 0
Long-Term Debt 0 0 0 201 0
Non-Current Capital Leases 0 0 0 0 0
Other Non-Current Liabilities 2,195 2,530 2,441 2,272 2,003
Minority Interest (Liabilities) 105 114 139 116 64
Total Liabilities 2,810 3,130 3,098 2,746 2,518
Shareholders Equity 12/31/2023 12/31/2022 12/31/2021 12/31/2020 12/31/2019
Preferred Stock 0 0 0 0 111
Common Stock (Par) 0 0 0 0 0
Capital Surplus 1,301 1,286 1,276 1,298 1,199
Retained Earnings 207 130 61 -135 -215
Other Equity 4 6 8 10 11
Treasury Stock 644 599 509 452 419
Total Shareholder's Equity 868 823 837 721 686
Total Liabilities & Shareholder's Equity 3,679 3,953 3,934 3,467 3,205
Total Common Equity 868 823 837 721 575
Shares Outstanding 7.10 7.20 7.50 7.60 6.80
Book Value Per Share 122.29 114.30 111.55 94.86 84.62

Fiscal Year End for Virtus Investment Partners, Inc falls in the month of December.

All items in Millions except Per Share data.

3/31/2024 12/31/2023 9/30/2023 6/30/2023 3/31/2023
Assets          
Cash & Equivalents -99,999 2,556 2,662 2,531 2,643
Receivables NA 109 107 104 98
Notes Receivable NA 0 0 0 0
Inventories NA 0 0 0 0
Other Current Assets NA 43 0 0 49
Total Current Assets NA 2,709 2,769 2,636 2,790
Net Property & Equipment NA 26 26 0 19
Investments & Advances NA 0 0 23 0
Other Non-Current Assets NA 0 0 0 0
Deferred Charges NA 25 24 23 22
Intangibles NA 829 849 865 777
Deposits & Other Assets NA 89 98 99 90
Total Assets NA 3,679 3,765 3,646 3,698
Liabilities & Shareholders Equity 3/31/2024 12/31/2023 9/30/2023 6/30/2023 3/31/2023
Notes Payable NA 0 0 0 0
Accounts Payable NA 201 33 39 39
Current Portion Long-Term Debt NA 253 0 294 0
Current Portion Capital Leases NA 0 0 0 0
Accrued Expenses NA 39 162 118 69
Income Taxes Payable NA 0 0 0 0
Other Current Liabilities NA 17 17 15 15
Total Current Liabilities NA 510 211 466 122
Mortgages NA 0 0 0 0
Deferred Taxes/Income NA 0 0 0 0
Convertible Debt NA 0 0 0 0
Long-Term Debt NA 0 274 0 255
Non-Current Capital Leases NA 0 0 0 0
Other Non-Current Liabilities NA 2,316 2,213 2,370
Minority Interest (Liabilities) NA 105 96 110 107
Total Liabilities NA 2,810 2,898 2,789 2,854
Shareholders Equity 3/31/2024 12/31/2023 9/30/2023 6/30/2023 3/31/2023
Preferred Stock NA 0 0 0 0
Common Stock (Par) NA 0 0 0 0
Capital Surplus NA 1,301 1,296 1,287 1,282
Retained Earnings NA 207 191 174 156
Other Equity NA 4 5 5 6
Treasury Stock NA 644 624 609 599
Total Shareholder's Equity NA 868 868 857 844
Total Liabilities & Shareholder's Equity NA 3,679 3,765 3,646 3,698
Total Common Equity 0 868 868 857 844
Shares Outstanding 7.10 7.10 7.10 7.20 7.20
Book Value Per Share 0.00 122.29 122.19 118.99 117.26