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Upturn AI SWOT - About
VRTS 
Virtus Investment Partners, Inc. (VRTS)
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Stock price based on last close (see disclosures)
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Upturn Advisory Summary
04/01/2025: VRTS (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
AI Based Fundamental Rating
Moderate Performance
These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.
Analysis of Past Performance
Type Stock | Historic Profit -11.22% | Avg. Invested days 42 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 1.21B USD | Price to earnings Ratio 10.3 | 1Y Target Price 217.5 |
Price to earnings Ratio 10.3 | 1Y Target Price 217.5 | ||
Volume (30-day avg) 47089 | Beta 1.48 | 52 Weeks Range 167.13 - 252.82 | Updated Date 04/1/2025 |
52 Weeks Range 167.13 - 252.82 | Updated Date 04/1/2025 | ||
Dividends yield (FY) 5.22% | Basic EPS (TTM) 16.89 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 13.42% | Operating Margin (TTM) 22.45% |
Management Effectiveness
Return on Assets (TTM) 2.91% | Return on Equity (TTM) 15.38% |
Valuation
Trailing PE 10.3 | Forward PE 7.66 | Enterprise Value 3287021266 | Price to Sales(TTM) 1.34 |
Enterprise Value 3287021266 | Price to Sales(TTM) 1.34 | ||
Enterprise Value to Revenue 3.64 | Enterprise Value to EBITDA 7.14 | Shares Outstanding 6967530 | Shares Floating 6523214 |
Shares Outstanding 6967530 | Shares Floating 6523214 | ||
Percent Insiders 6.37 | Percent Institutions 83.55 |
Analyst Ratings
Rating 2.5 | Target Price 245.5 | Buy 1 | Strong Buy - |
Buy 1 | Strong Buy - | ||
Hold 1 | Sell 1 | Strong Sell 1 | |
Strong Sell 1 |
Upturn AI SWOT
Virtus Investment Partners, Inc.
Company Overview
History and Background
Virtus Investment Partners, Inc. was founded in 1995. It was originally part of The Phoenix Companies, Inc. In 2008, it became an independent, publicly traded company through a spin-off. The company focuses on multi-boutique asset management.
Core Business Areas
- Investment Management: Provides investment management services to individuals, institutions, and financial intermediaries through affiliated investment managers.
- Distribution and Marketing: Offers distribution and marketing support to its affiliated managers, enabling them to reach a wider client base.
Leadership and Structure
George R. Aylward serves as the Chairman, President and CEO. The company operates under a multi-boutique model, with various independent investment managers operating under the Virtus umbrella.
Top Products and Market Share
Key Offerings
- Mutual Funds: Virtus offers a wide range of mutual funds across various asset classes, including equity, fixed income, and multi-asset strategies. Market share data is dispersed across funds, hard to quantify overall. Competitors include Fidelity, Vanguard, T. Rowe Price, etc.
- Closed-End Funds: Virtus manages several closed-end funds that invest in diverse asset classes. Market share data is fund specific. Competitors include BlackRock, Nuveen, Eaton Vance.
- Separate Accounts: Provides customized investment solutions through separate accounts for institutional clients and high-net-worth individuals. No precise market share data available. Competitors include other large asset managers such as State Street, JP Morgan.
Market Dynamics
Industry Overview
The asset management industry is highly competitive and subject to market volatility, regulatory changes, and evolving investor preferences. Growth is driven by asset appreciation and net inflows.
Positioning
Virtus operates as a multi-boutique asset manager, providing access to diverse investment strategies through its affiliated managers. This model allows for specialized expertise and differentiated investment approaches. Competitors include multi-affiliate firms like AMG, Focus Financial, and CI Financial
Total Addressable Market (TAM)
The global asset management market is trillions of dollars. Virtus's position is relatively small compared to the overall TAM, but focused on growth through boutique partnerships.
Upturn SWOT Analysis
Strengths
- Multi-boutique model offers diverse investment strategies
- Experienced investment teams across affiliated managers
- Strong distribution network
- Disciplined capital allocation
Weaknesses
- Reliance on performance of affiliated managers
- Potential for conflicts of interest among affiliates
- Sensitivity to market volatility
- Smaller scale compared to industry giants
Opportunities
- Acquisition of additional boutique asset managers
- Expansion into new asset classes and geographies
- Increased demand for specialized investment strategies
- Growth in ESG investing
Threats
- Market downturns negatively impacting AUM
- Increased competition from larger asset managers
- Regulatory changes impacting the asset management industry
- Loss of key investment professionals
Competitors and Market Share
Key Competitors
- AMG
- BLK
- LAZ
- TROW
- BEN
Competitive Landscape
Virtus's multi-boutique model offers a differentiated approach compared to larger, more centralized asset managers. Its competitive advantage lies in its ability to attract and retain talented investment professionals and offer specialized investment strategies. However, scale advantages favor larger competitors.
Major Acquisitions
Sustainable Growth Advisers
- Year: 2020
- Acquisition Price (USD millions): 319.6
- Strategic Rationale: Expanded Virtus's investment capabilities in the growth equity space.
Growth Trajectory and Initiatives
Historical Growth: Growth has been driven by organic growth and acquisitions of boutique asset managers.
Future Projections: Growth is projected to continue through further acquisitions and organic growth. Analyst estimates vary.
Recent Initiatives: Recent initiatives include strategic acquisitions and partnerships to expand product offerings and distribution capabilities.
Summary
Virtus Investment Partners is a smaller player in the asset management industry, using a successful multi-boutique model. Their strength lies in attracting investment teams and offering focused investment strategies. They are sensitive to market swings due to dependency on affiliated managers and face competition from bigger firms. Strategic acquisitions and navigating market trends will be critical for sustained growth.
Similar Companies
AMG
Affiliated Managers Group Inc
AMG
Affiliated Managers Group Inc
BEN
Franklin Resources Inc
BEN
Franklin Resources Inc
BLK
BlackRock Inc
BLK
BlackRock Inc
LAZ
Lazard Ltd
LAZ
Lazard Ltd
TROW
T. Rowe Price Group Inc
TROW
T. Rowe Price Group Inc
Sources and Disclaimers
Data Sources:
- Company filings
- Market research reports
- Analyst reports
- Company Website
Disclaimers:
The information provided is for informational purposes only and should not be considered investment advice. Market share data is based on available estimates and may not be precise. Financial data may not be fully up to date.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Virtus Investment Partners, Inc.
Exchange NASDAQ | Headquaters Hartford, CT, United States | ||
IPO Launch date 1992-03-12 | President, CEO & Director Mr. George Robert Aylward Jr., CPA | ||
Sector Financial Services | Industry Asset Management | Full time employees 805 | Website https://corporate.virtus.com |
Full time employees 805 | Website https://corporate.virtus.com | ||
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 1995 and is based in Hartford, Connecticut.
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