Virtus Investment Partners (NASDAQ:VRTS) Trading Down 5.7% – Here’s What Happened

Virtus Investment Partners, Inc. (NASDAQ:VRTS) shares traded down 5.7% during mid-day trading on Friday . The company traded as low as $144.39 and last traded at $142.41. 13,993 shares traded hands during trading, a decline of 84% from the average session volume of 88,700 shares. The stock had previously closed at $150.96.

More Virtus Investment Partners News

Here are the key news stories impacting Virtus Investment Partners this week:

• Positive Sentiment: Revenue/fee performance had bright spots — several reports note revenue beat expectations for the quarter, which is a positive sign for fee income stability. Virtus Investment Partners shares fall nearly 3% after miss on Q4 earnings despite revenue beat
• Positive Sentiment: Management is actively offsetting outflows via ETF product development and M&A — initiatives that could stabilize or grow AUM over time and diversify distribution. Virtus Investment Partners Balances Outflows With ETF, M&A
• Positive Sentiment: Earnings call highlighted strategic expansions and product/distribution initiatives that, if executed, could improve growth and margins over time. Virtus Investment Partners Inc (VRTS) Q4 2025 Earnings Call Highlights: Strategic Expansions …
• Neutral Sentiment: Full earnings call transcripts and presentation are available for deeper analysis — they provide detail on AUM, fee rates, expense timing and M&A/ETF plans but don’t change the mixed headline picture. Virtus Investment Partners, Inc. (VRTS) Q4 2025 Earnings Call Transcript MSN Earnings Call Transcript
• Negative Sentiment: Flows remain a concern — the company reported net outflows in the period and management emphasized using ETFs/M&A to counteract them, which signals ongoing operating pressure on AUM-dependent fees. Virtus Investment Partners Balances Outflows With ETF, M&A
• Negative Sentiment: Earnings reaction was mixed: some outlets flagged an EPS miss or weaker year‑over‑year earnings despite beats on other metrics, creating confusion and downward pressure. That mixed print appears to be a key driver of selling. Virtus Investment Partners shares fall nearly 3% after miss on Q4 earnings despite revenue beat Virtus Investment Partners (VRTS) Q4 Earnings Surpass Estimates
• Negative Sentiment: Technicals/valuation amplify downside — the stock is trading below its 50- and 200-day moving averages and near its 52-week low, which can accelerate selling by momentum-focused investors.

Wall Street Analyst Weigh In

VRTS has been the subject of a number of research analyst reports. TD Cowen decreased their price objective on shares of Virtus Investment Partners from $180.00 to $173.00 and set a “hold” rating for the company in a report on Wednesday, January 14th. Morgan Stanley decreased their price target on shares of Virtus Investment Partners from $168.00 to $155.00 and set an “underweight” rating for the company in a research note on Tuesday. Zacks Research upgraded Virtus Investment Partners from a “strong sell” rating to a “hold” rating in a report on Friday, January 16th. Barclays raised their price objective on Virtus Investment Partners from $158.00 to $166.00 and gave the stock an “underweight” rating in a report on Thursday, January 15th. Finally, Piper Sandler lowered their target price on Virtus Investment Partners from $218.00 to $206.00 and set an “overweight” rating for the company in a report on Wednesday. One research analyst has rated the stock with a Buy rating, two have assigned a Hold rating and two have given a Sell rating to the company. Based on data from MarketBeat, Virtus Investment Partners presently has a consensus rating of “Reduce” and a consensus target price of $175.00.

Virtus Investment Partners Stock Down 6.8%

The company has a market cap of $950.09 million, a P/E ratio of 8.32 and a beta of 1.47. The company has a quick ratio of 11.86, a current ratio of 11.86 and a debt-to-equity ratio of 0.27. The business’s 50 day moving average is $164.40 and its 200 day moving average is $177.28.

Virtus Investment Partners Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Wednesday, February 11th. Shareholders of record on Saturday, January 31st will be given a dividend of $2.40 per share. This represents a $9.60 annualized dividend and a dividend yield of 6.8%. The ex-dividend date of this dividend is Friday, January 30th. Virtus Investment Partners’s dividend payout ratio is presently 48.02%.

Institutional Inflows and Outflows

A number of institutional investors and hedge funds have recently modified their holdings of the company. NBT Bank N A NY lifted its position in Virtus Investment Partners by 1,483.3% during the third quarter. NBT Bank N A NY now owns 190 shares of the closed-end fund’s stock valued at $36,000 after acquiring an additional 178 shares during the last quarter. Osaic Holdings Inc. increased its position in shares of Virtus Investment Partners by 90.4% during the second quarter. Osaic Holdings Inc. now owns 316 shares of the closed-end fund’s stock worth $57,000 after purchasing an additional 150 shares in the last quarter. Nisa Investment Advisors LLC lifted its holdings in shares of Virtus Investment Partners by 226.4% during the 2nd quarter. Nisa Investment Advisors LLC now owns 359 shares of the closed-end fund’s stock valued at $65,000 after purchasing an additional 249 shares during the last quarter. PNC Financial Services Group Inc. lifted its holdings in shares of Virtus Investment Partners by 24.1% during the 4th quarter. PNC Financial Services Group Inc. now owns 499 shares of the closed-end fund’s stock valued at $81,000 after purchasing an additional 97 shares during the last quarter. Finally, Raymond James Financial Inc. acquired a new stake in shares of Virtus Investment Partners in the 2nd quarter worth $147,000. Hedge funds and other institutional investors own 80.52% of the company’s stock.

Virtus Investment Partners Company Profile

Virtus Investment Partners (NASDAQ: VRTS) is a publicly traded investment management company headquartered in Hartford, Connecticut. The firm offers a broad range of investment solutions to institutional, high-net-wealth, and retail investors, drawing on the expertise of multiple affiliated investment teams. Since its founding in 1995, Virtus has grown by integrating specialized asset managers and expanding its product lineup, while maintaining a focus on active management across diverse market environments.

The company’s product suite encompasses mutual funds, closed-end funds, exchange-traded funds (ETFs), collective trusts, UCITS funds, and separately managed accounts.