Virtus Investment Partners Q4 2025 Earnings Call Insights
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 1d ago
0mins
Should l Buy VRTS?
Source: seekingalpha
- Decline in AUM: As of December 31, Virtus reported assets under management (AUM) of $159 billion, down from $169 billion in the previous quarter, reflecting a challenging market environment and increased investor outflows, particularly in quality-oriented equity strategies that remain out of favor.
- Increased Net Outflows: The company experienced net outflows of $8.1 billion this quarter, more than doubling from $3.9 billion last quarter, primarily driven by poor equity market performance, which negatively impacts short-term results and market confidence.
- Strong ETF Performance: Despite the overall decline in AUM, ETF AUM increased to $5.2 billion, up $0.5 billion sequentially and 72% year-over-year, indicating robust demand for actively managed ETFs, which may support future revenue growth for the company.
- Strategic Investment Expansion: Virtus announced the acquisition of a majority stake in Keystone National Group and a minority investment in Crescent Cove, aiming to enhance its capabilities in private credit and venture growth, which is expected to provide new revenue streams and market opportunities.
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Analyst Views on VRTS
Wall Street analysts forecast VRTS stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for VRTS is 181.00 USD with a low forecast of 158.00 USD and a high forecast of 218.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
4 Analyst Rating
1 Buy
1 Hold
2 Sell
Hold
Current: 150.960
Low
158.00
Averages
181.00
High
218.00
Current: 150.960
Low
158.00
Averages
181.00
High
218.00
About VRTS
Virtus Investment Partners, Inc. provides investment management and related services to institutions and individuals. It offers investment strategies for institutional and individual investors in different investment products and through multiple distribution channels. It provides various asset classes (equity, fixed income, multi-asset and alternatives), geographies (domestic, global, international and emerging), market capitalizations (large, mid and small), styles (growth, core and value) and investment approaches (fundamental and quantitative). Its retail products include open-end funds, closed-end funds and retail separate accounts. Its institutional products are offered to a variety of institutional clients through institutional separate accounts and commingled accounts, including sub advisory services to other investment advisers and its sponsored structured products. Its institutional products are marketed through relationships with consultants as well as directly to clients.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Virtus Investment Reports Q4 Earnings Results
- Earnings Performance: Virtus Investment's Q4 non-GAAP EPS of $6.50 aligns with market expectations, indicating stability in profitability despite overall revenue decline.
- Revenue Decline: The company reported Q4 revenue of $188.9 million, a 10.9% year-over-year decrease, missing the market expectation of $191.9 million, reflecting challenges in the market environment and its impact on revenue.
- Assets Under Management: As of the reporting period, Virtus Investment's assets under management totaled $159.5 billion, demonstrating stability in asset management despite revenue pressures, indicating continued client trust and market share.
- Market Reaction: Following the revenue miss, Virtus Investment's stock price declined, suggesting a decrease in market confidence regarding its future growth potential, which may necessitate strategic actions to restore investor trust.
See More
Virtus Investment Partners Q4 2025 Earnings Call Insights
- Decline in AUM: As of December 31, Virtus reported assets under management (AUM) of $159 billion, down from $169 billion in the previous quarter, reflecting a challenging market environment and increased investor outflows, particularly in quality-oriented equity strategies that remain out of favor.
- Increased Net Outflows: The company experienced net outflows of $8.1 billion this quarter, more than doubling from $3.9 billion last quarter, primarily driven by poor equity market performance, which negatively impacts short-term results and market confidence.
- Strong ETF Performance: Despite the overall decline in AUM, ETF AUM increased to $5.2 billion, up $0.5 billion sequentially and 72% year-over-year, indicating robust demand for actively managed ETFs, which may support future revenue growth for the company.
- Strategic Investment Expansion: Virtus announced the acquisition of a majority stake in Keystone National Group and a minority investment in Crescent Cove, aiming to enhance its capabilities in private credit and venture growth, which is expected to provide new revenue streams and market opportunities.
See More
Virtus Investment Partners Reports Q4 2025 Financial Highlights
- Earnings Performance: Virtus Investment Partners reported diluted earnings per share of $5.17, an 11% increase year-over-year, indicating robust profitability despite a decline in overall revenues.
- Decline in Assets Under Management: As of December 31, 2025, total assets under management stood at $159.5 billion, down 6% from the previous quarter, primarily due to poor market performance and net outflows, reflecting challenges in attracting new capital.
- Sales Decline: The company reported total sales of $5.3 billion, a 15% decrease from the prior quarter, with institutional sales dropping from $2.0 billion to $1.4 billion, indicating weak market demand that could impact future revenue growth.
- Net Outflows: Net outflows reached $8.1 billion, significantly up from $3.9 billion in the previous quarter, primarily driven by quality-oriented equity strategies, suggesting increasing investor anxiety about market conditions.
See More
Virtus Investment Partners to Release Q4 2025 Financial Results on February 6, 2026
- Earnings Release Schedule: Virtus Investment Partners will announce its Q4 2025 financial results before the market opens on February 6, 2026, reflecting its ongoing performance in the diversified asset management sector.
- Executive Conference Call: CEO George R. Aylward and CFO Michael A. Angerthal will host a conference call at 10:00 a.m. Eastern, enhancing transparency by presenting financial results to the investment community.
- Presentation Availability: The presentation accompanying the conference call will be accessible in the Presentations section of virtus.com, ensuring investors have detailed information to support their investment decisions.
- Replay Service: A replay of the call will be available in the Investor Relations section for at least one year, allowing investors who missed the live event to access key information, thereby improving communication efficiency between the company and its investors.
See More
InfraCap MLP ETF Declares Monthly Distribution of $0.34
- Distribution Announcement: InfraCap MLP ETF declares a monthly distribution of $0.34, translating to an annualized distribution of $4.08, scheduled for payment on January 27, 2026, indicating the fund's stable cash flow and appeal to investors.
- Preferred Stock Distribution: Virtus InfraCap U.S. Preferred Stock ETF announces a monthly distribution of $0.1725 per share, with an annualized distribution of $2.07, set for payment on January 27, 2026, enhancing its competitive position in the preferred stock market.
- REIT Distribution: InfraCap REIT Preferred ETF declares a monthly distribution of $0.123 per share, annualized at $1.476, expected to be paid on January 27, 2026, reflecting its stable income generation capability in the real estate investment trust sector.
- Future Distribution Plans: Infrastructure Capital Advisors anticipates declaring monthly distributions, although not guaranteed, this plan signifies the company's commitment to ongoing returns, potentially attracting more long-term investors.
See More
InfraCap MLP ETF Declares Monthly Distribution of $0.34
- Distribution Announcement: InfraCap MLP ETF has declared a monthly distribution of $0.34, equivalent to an annualized $4.08, indicating the fund's stable cash flow and ability to provide returns to investors.
- Payment Schedule: The distribution will be paid on January 27, 2026, with a record date of January 20, 2026, ensuring timely returns for investors and enhancing investor confidence.
- Other Fund Distributions: The Virtus InfraCap U.S. Preferred Stock ETF and InfraCap REIT Preferred ETF have also announced monthly distributions of $0.1725 and $0.123 respectively, showcasing the company's ongoing commitment to diverse investment products and returns.
- Future Distribution Plans: Infrastructure Capital Advisors expects to continue declaring monthly distributions, although these plans are not guaranteed, reflecting the company's commitment to sustained income generation.
See More
Virtus Investment Reports Q4 Earnings Results
- Earnings Performance: Virtus Investment's Q4 non-GAAP EPS of $6.50 aligns with market expectations, indicating stability in profitability despite overall revenue decline.
- Revenue Decline: The company reported Q4 revenue of $188.9 million, a 10.9% year-over-year decrease, missing the market expectation of $191.9 million, reflecting challenges in the market environment and its impact on revenue.
- Assets Under Management: As of the reporting period, Virtus Investment's assets under management totaled $159.5 billion, demonstrating stability in asset management despite revenue pressures, indicating continued client trust and market share.
- Market Reaction: Following the revenue miss, Virtus Investment's stock price declined, suggesting a decrease in market confidence regarding its future growth potential, which may necessitate strategic actions to restore investor trust.
See More
Virtus Investment Partners Q4 2025 Earnings Call Insights
- Decline in AUM: As of December 31, Virtus reported assets under management (AUM) of $159 billion, down from $169 billion in the previous quarter, reflecting a challenging market environment and increased investor outflows, particularly in quality-oriented equity strategies that remain out of favor.
- Increased Net Outflows: The company experienced net outflows of $8.1 billion this quarter, more than doubling from $3.9 billion last quarter, primarily driven by poor equity market performance, which negatively impacts short-term results and market confidence.
- Strong ETF Performance: Despite the overall decline in AUM, ETF AUM increased to $5.2 billion, up $0.5 billion sequentially and 72% year-over-year, indicating robust demand for actively managed ETFs, which may support future revenue growth for the company.
- Strategic Investment Expansion: Virtus announced the acquisition of a majority stake in Keystone National Group and a minority investment in Crescent Cove, aiming to enhance its capabilities in private credit and venture growth, which is expected to provide new revenue streams and market opportunities.
See More
Virtus Investment Partners Reports Q4 2025 Financial Highlights
- Earnings Performance: Virtus Investment Partners reported diluted earnings per share of $5.17, an 11% increase year-over-year, indicating robust profitability despite a decline in overall revenues.
- Decline in Assets Under Management: As of December 31, 2025, total assets under management stood at $159.5 billion, down 6% from the previous quarter, primarily due to poor market performance and net outflows, reflecting challenges in attracting new capital.
- Sales Decline: The company reported total sales of $5.3 billion, a 15% decrease from the prior quarter, with institutional sales dropping from $2.0 billion to $1.4 billion, indicating weak market demand that could impact future revenue growth.
- Net Outflows: Net outflows reached $8.1 billion, significantly up from $3.9 billion in the previous quarter, primarily driven by quality-oriented equity strategies, suggesting increasing investor anxiety about market conditions.
See More
Virtus Investment Partners to Release Q4 2025 Financial Results on February 6, 2026
- Earnings Release Schedule: Virtus Investment Partners will announce its Q4 2025 financial results before the market opens on February 6, 2026, reflecting its ongoing performance in the diversified asset management sector.
- Executive Conference Call: CEO George R. Aylward and CFO Michael A. Angerthal will host a conference call at 10:00 a.m. Eastern, enhancing transparency by presenting financial results to the investment community.
- Presentation Availability: The presentation accompanying the conference call will be accessible in the Presentations section of virtus.com, ensuring investors have detailed information to support their investment decisions.
- Replay Service: A replay of the call will be available in the Investor Relations section for at least one year, allowing investors who missed the live event to access key information, thereby improving communication efficiency between the company and its investors.
See More
InfraCap MLP ETF Declares Monthly Distribution of $0.34
- Distribution Announcement: InfraCap MLP ETF declares a monthly distribution of $0.34, translating to an annualized distribution of $4.08, scheduled for payment on January 27, 2026, indicating the fund's stable cash flow and appeal to investors.
- Preferred Stock Distribution: Virtus InfraCap U.S. Preferred Stock ETF announces a monthly distribution of $0.1725 per share, with an annualized distribution of $2.07, set for payment on January 27, 2026, enhancing its competitive position in the preferred stock market.
- REIT Distribution: InfraCap REIT Preferred ETF declares a monthly distribution of $0.123 per share, annualized at $1.476, expected to be paid on January 27, 2026, reflecting its stable income generation capability in the real estate investment trust sector.
- Future Distribution Plans: Infrastructure Capital Advisors anticipates declaring monthly distributions, although not guaranteed, this plan signifies the company's commitment to ongoing returns, potentially attracting more long-term investors.
See More
InfraCap MLP ETF Declares Monthly Distribution of $0.34
- Distribution Announcement: InfraCap MLP ETF has declared a monthly distribution of $0.34, equivalent to an annualized $4.08, indicating the fund's stable cash flow and ability to provide returns to investors.
- Payment Schedule: The distribution will be paid on January 27, 2026, with a record date of January 20, 2026, ensuring timely returns for investors and enhancing investor confidence.
- Other Fund Distributions: The Virtus InfraCap U.S. Preferred Stock ETF and InfraCap REIT Preferred ETF have also announced monthly distributions of $0.1725 and $0.123 respectively, showcasing the company's ongoing commitment to diverse investment products and returns.
- Future Distribution Plans: Infrastructure Capital Advisors expects to continue declaring monthly distributions, although these plans are not guaranteed, reflecting the company's commitment to sustained income generation.
See More
