VRTS
VIRTUS INVESTMENT PARTNERS, INC.
$144.80
-1.21%
$967.6M
No data for this timeframe.
Vol
Market Cap$967.6M
Cap SizeSmall Cap
Analyst ConsensusSell (11%)
Inst. Holders8 funds
Inst. Value$220.4M
Inst. Activity4 buys / 0 sells
Insider Activity1B / 1S
Insider Net $$104.1K
SEC Reports4
Recent Activity
Jun 5, 2026
Event
Virtus Capital Advisors, LLC & S. Gidumal v. DEP
Court ruling from Commonwealth Court of Pennsylvania. Docket: 1272 C.D. 2024
May 22, 2026
SEC
Virtus Investment Partners filed an automatic shelf registration statement (S-3ASR) to register an indeterminate amount
S-3ASR — Impact 3/10
May 20, 2026
Insider
HOLT TIMOTHY A sold 1,377 shares
Director @ $137.93 ($189.9K)
May 20, 2026
Insider
Greig Paul G sold 833 shares
Director @ $137.93 ($114.9K)
May 20, 2026
Insider
MORRIS W HOWARD sold 779 shares
Director @ $137.93 ($107.4K)
May 1, 2026
earnings_calendar
VRTS Q1 2026 Earnings Scheduled — 2026-05-01
Apr 17, 2026
SEC
Virtus Investment Partners is revising its non-GAAP financial measures to include the tax benefits from amortization of
8-K — Impact 3/10
Apr 13, 2026
SEC
Virtus Investment Partners issued a supplemental filing to correct clerical errors in the CEO's compensation disclosure
DEFA14A — Impact 2/10
Price Targets
$134.50
-7.4% upside
Sell
Current $145.19
Low $112.00
Median $128.00
High $170.00
4 analysts
$112.00
$170.00
Analyst Ratings
0Strong Buy
1Buy
3Hold
3Sell
2Strong Sell
Recent Analyst Actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| May 19, 2026 | Morgan Stanley | MAINTAIN | Underweight → Underweight |
| May 4, 2026 | TD Cowen | MAINTAIN | Hold → Hold |
| May 4, 2026 | Barclays | MAINTAIN | Underweight → Underweight |
| May 4, 2026 | Piper Sandler | MAINTAIN | Overweight → Overweight |
| Apr 17, 2026 | Barclays | MAINTAIN | Underweight → Underweight |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| Current Q | $6.03 | $5.76 — $6.25 | -4% YoY | 4 |
| Next Q | $6.39 ▲ +1.2% | $6.10 — $6.61 | -4% YoY | 4 |
| Current FY | $24.39 ▲ +2.8% | $23.53 — $25.07 | -3% YoY | 4 |
| Next FY | $25.19 ▲ +1.0% | $23.81 — $26.14 | 3% YoY | 4 |
Latest Reports
NEUTRAL
S-3ASR
3/10
Virtus Investment Partners filed an automatic shelf registration statement (S-3ASR) to register an indeterminate amount
May 22, 2026
NEUTRAL
8-K
3/10
Virtus Investment Partners is revising its non-GAAP financial measures to include the tax benefits from amortization of
Apr 17, 2026
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| VANGUARD GROUP INC | $136.7M | — |
| CHARLES SCHWAB INVESTMENT MANAGEMENT | $49.0M | NEW |
| MORGAN STANLEY | $12.4M | ADD |
| TWO SIGMA INVESTMENTS, LP | $11.0M | ADD |
| BANK OF AMERICA CORP | $6.4M | ADD |
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| May 20, 2026 | HOLT TIMOTHY | A | $189.9K |
| May 20, 2026 | Greig Paul | A | $114.9K |
| May 20, 2026 | MORRIS W | A | $107.4K |
| May 20, 2026 | JONES MELODY | A | $116.1K |
| May 20, 2026 | Weisenseel John | A | $107.4K |
8 institutional holders with $220.4M total value (1,350,694 shares) as of 2025-Q4. Top holders: VANGUARD, CHARLES, MORGAN. Net buying activity: 4 institutions added/increased vs 0 reduced.
Top Institutional Holders — 2025-Q4
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | VANGUARD GROUP INC | 837,779 | $136.7M | 62.0% | — |
| 2 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 300,098 | $49.0M | 22.2% | NEW |
| 3 | MORGAN STANLEY | 75,900 | $12.4M | 5.6% | ADD +38.6% |
| 4 | TWO SIGMA INVESTMENTS, LP | 67,507 | $11.0M | 5.0% | ADD +46.6% |
| 5 | BANK OF AMERICA CORP /DE/ | 38,972 | $6.4M | 2.9% | ADD +25.7% |
| 6 | RENAISSANCE TECHNOLOGIES LLC | 15,729 | $2.6M | 1.2% | DOUBLED +521.9% |
| 7 | WELLS FARGO & COMPANY/MN | 7,416 | $1.2M | 0.5% | ADD +41.0% |
| 8 | FMR LLC | 7,293 | $1.2M | 0.5% | — |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| TWO SIGMA INVESTMENTS, LP | ADD | 46,059 | 67,507 | +46.6% | $11.0M | 2025-Q4 |
| BANK OF AMERICA CORP /DE/ | ADD | 31,014 | 38,972 | +25.7% | $6.4M | 2025-Q4 |
| RENAISSANCE TECHNOLOGIES LLC | DOUBLED | 2,529 | 15,729 | +521.9% | $2.6M | 2025-Q4 |
| WELLS FARGO & COMPANY/MN | ADD | 5,260 | 7,416 | +41.0% | $1.2M | 2025-Q4 |
| TWO SIGMA INVESTMENTS, LP | DOUBLED | 6,826 | 46,059 | +574.8% | $8.8M | 2025-Q3 |
| UBS Group AG | DOUBLED | 6,192 | 29,543 | +377.1% | $5.6M | 2025-Q3 |
| RENAISSANCE TECHNOLOGIES LLC | TRIM | 7,229 | 2,529 | -65.0% | $480.6K | 2025-Q3 |
| NORGES BANK | EXIT | 39,563 | 0 | -100.0% | $0.00 | 2025-Q3 |
| NORGES BANK | NEW | — | 39,563 | — | $7.2M | 2025-Q2 |
| RENAISSANCE TECHNOLOGIES LLC | TRIM | 11,729 | 7,229 | -38.4% | $1.3M | 2025-Q2 |
| TWO SIGMA INVESTMENTS, LP | TRIM | 10,157 | 6,826 | -32.8% | $1.2M | 2025-Q2 |
| UBS Group AG | TRIM | 10,909 | 6,192 | -43.2% | $1.1M | 2025-Q2 |
| WELLS FARGO & COMPANY/MN | ADD | 3,496 | 4,609 | +31.8% | $836.0K | 2025-Q2 |
| CITADEL ADVISORS LLC | NEW | — | 18,007 | — | $3.1M | 2025-Q1 |
| RENAISSANCE TECHNOLOGIES LLC | DOUBLED | 1,429 | 11,729 | +720.8% | $2.0M | 2025-Q1 |
| UBS Group AG | DOUBLED | 5,088 | 10,909 | +114.4% | $1.9M | 2025-Q1 |
| NORGES BANK | EXIT | 43,082 | 0 | -100.0% | $0.00 | 2025-Q1 |
| UBS Group AG | ADD | 3,795 | 5,088 | +34.1% | $1.1M | 2024-Q4 |
| RENAISSANCE TECHNOLOGIES LLC | TRIM | 4,801 | 1,429 | -70.2% | $315.2K | 2024-Q4 |
| CITADEL ADVISORS LLC | EXIT | 17,700 | 0 | -100.0% | $0.00 | 2024-Q4 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | NEW | — | 255,536 | — | $53.5M | 2024-Q3 |
| MORGAN STANLEY | ADD | 96,330 | 133,515 | +38.6% | $28.0M | 2024-Q3 |
13 unique insiders with 2 transactions. Net insider value: $104.1K ($246.3K bought, $142.2K sold).
Insider Transactions
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| May 20, 2026 | HOLT TIMOTHY A | Director | A | 1,377 | $137.93 | $189.9K |
| May 20, 2026 | Greig Paul G | Director | A | 833 | $137.93 | $114.9K |
| May 20, 2026 | MORRIS W HOWARD | Director | A | 779 | $137.93 | $107.4K |
| May 20, 2026 | JONES MELODY L | Director | A | 842 | $137.93 | $116.1K |
| May 20, 2026 | Weisenseel John C | Director | A | 779 | $137.93 | $107.4K |
| May 20, 2026 | BAIN PETER L | Director | A | 806 | $137.93 | $111.2K |
| Mar 13, 2026 | Smirl Richard W | EVP & Chief Operating Officer | F | 1,121 | $126.11 | $141.4K |
| Mar 13, 2026 | Purkalitis Andra C | EVP and CLO | A | 2,578 | $126.11 | $325.1K |
| Mar 13, 2026 | Mandinach Barry M. | EVP, Head of Distribution | A | 3,093 | $126.11 | $390.1K |
| Mar 13, 2026 | Smirl Richard W | EVP & Chief Operating Officer | A | 5,155 | $126.11 | $650.1K |
| Mar 13, 2026 | Mandinach Barry M. | EVP, Head of Distribution | F | 741 | $126.11 | $93.4K |
| Mar 13, 2026 | Angerthal Michael A | EVP, CFO & Treasurer | A | 5,155 | $126.11 | $650.1K |
| Mar 13, 2026 | Purkalitis Andra C | EVP and CLO | F | 390 | $126.11 | $49.2K |
| Mar 13, 2026 | Angerthal Michael A | EVP, CFO & Treasurer | F | 772 | $126.11 | $97.4K |
| Mar 13, 2026 | AYLWARD GEORGE R | Director, CEO and President | A | 12,688 | $126.11 | $1.6M |
| Mar 13, 2026 | AYLWARD GEORGE R | Director, CEO and President | F | 3,940 | $126.11 | $496.9K |
| Mar 13, 2026 | Lieberman Elizabeth A | EVP, Chief HR Officer | A | 2,448 | $126.11 | $308.7K |
| Mar 13, 2026 | Lieberman Elizabeth A | EVP, Chief HR Officer | F | 143 | $126.11 | $18.0K |
| Mar 12, 2026 | MORRIS W HOWARD | Director | BUY | 1,900 | $129.62 | $246.3K |
| Feb 11, 2026 | Fleming Susan S. | Director | SELL | 1,000 | $142.22 | $142.2K |
4 SEC filing reports analyzed. Sentiment: 0 bullish, 0 bearish, 0 mixed, 4 neutral. Avg impact: 2.8/10.
NEUTRAL
S-3ASR
3/10
Virtus Investment Partners filed an automatic shelf registration statement (S-3ASR) to register an i
May 22, 2026
NEUTRAL
8-K
3/10
Virtus Investment Partners is revising its non-GAAP financial measures to include the tax benefits f
Apr 17, 2026
NEUTRAL
DEFA14A
2/10
Virtus Investment Partners issued a supplemental filing to correct clerical errors in the CEO's comp
Apr 13, 2026
NEUTRAL
DEFA14A
3/10
Virtus Investment Partners, Inc. has filed a definitive proxy statement for its 2026 annual meeting,
Apr 7, 2026
No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.
Current analyst consensus: Strong Sell (11% buy). Based on 9 analysts: 0 strong buy, 1 buy, 3 hold, 3 sell, 2 strong sell.
Analyst Price Targets
$134.50 mean target
-7.4% upside
Sell (3.00)
$112.00 Low
$170.00 High
| Metric | Value |
|---|---|
| Current Price | $145.19 |
| Target Low | $112.00 |
| Target Mean | $134.50 |
| Target Median | $128.00 |
| Target High | $170.00 |
| # Analysts | 4 |
| Recommendation | Sell (3.00) |
Earnings Estimates & Revisions
| Period | EPS Avg | EPS Low | EPS High | EPS Growth | 30d Rev. | Up/Down | Rev. Avg | Rev. Growth | Analysts |
|---|---|---|---|---|---|---|---|---|---|
| Current Q 2026-06-30 |
$6.03 | $5.76 | $6.25 | -3.6% | +0.2% | 0↑ 2↓ | $0.2B | -3.6% | 4 |
| Next Q 2026-09-30 |
$6.39 | $6.10 | $6.61 | -4.5% | +1.2% | 1↑ 1↓ | $0.2B | -4.9% | 4 |
| Current FY 2026-12-31 |
$24.39 | $23.53 | $25.07 | -3.1% | +2.8% | 1↑ 2↓ | $0.7B | -5.2% | 4 |
| Next FY 2027-12-31 |
$25.19 | $23.81 | $26.14 | 3.3% | +1.0% | 2↑ 2↓ | $0.7B | 0.1% | 4 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $6.026 | |
| 7d ago | $6.114 | -0.089 |
| 30d ago | $6.016 | +0.009 |
| 60d ago | $6.332 | -0.307 |
| 90d ago | $6.332 | -0.307 |
4 analyst firms have rated this stock: 0 upgrades, 0 downgrades, 0 initiations.
Individual Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New Rating |
|---|---|---|---|---|
| May 19, 2026 | Morgan Stanley | MAINTAIN | Underweight | Underweight |
| May 4, 2026 | TD Cowen | MAINTAIN | Hold | Hold |
| May 4, 2026 | Barclays | MAINTAIN | Underweight | Underweight |
| May 4, 2026 | Piper Sandler | MAINTAIN | Overweight | Overweight |
| Apr 17, 2026 | Barclays | MAINTAIN | Underweight | Underweight |
| Apr 1, 2026 | Morgan Stanley | MAINTAIN | Underweight | Underweight |
| Feb 4, 2026 | Piper Sandler | MAINTAIN | Overweight | Overweight |
| Feb 3, 2026 | Morgan Stanley | MAINTAIN | Underweight | Underweight |
| Jan 15, 2026 | Barclays | MAINTAIN | Underweight | Underweight |
| Jan 14, 2026 | TD Cowen | MAINTAIN | Hold | Hold |
| Dec 23, 2025 | Piper Sandler | MAINTAIN | Overweight | Overweight |
| Dec 17, 2025 | Morgan Stanley | MAINTAIN | Underweight | Underweight |
| Dec 12, 2025 | Barclays | MAINTAIN | Underweight | Underweight |
Monthly Consensus History
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Jun 1, 2026 | 0 | 1 | 3 | 3 | 2 | 11% | |
| May 1, 2026 | 0 | 1 | 3 | 3 | 2 | 11% | |
| Apr 1, 2026 | 0 | 1 | 3 | 3 | 2 | 11% | |
| Mar 1, 2026 | 0 | 1 | 3 | 3 | 2 | 11% | |
| Feb 1, 2026 | 0 | 1 | 3 | 3 | 2 | 11% | |
| Jan 1, 2026 | 0 | 1 | 3 | 3 | 2 | 11% |
Strong BuyBuyHoldSellStrong Sell
No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.
No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.
Jun 5, 2026
Enforcement
Virtus Capital Advisors, LLC & S. Gidumal v. DEP
Court ruling from Commonwealth Court of Pennsylvania. Docket: 1272 C.D. 2024
May 1, 2026
earnings_calendar
VRTS Q1 2026 Earnings Scheduled — 2026-05-01