VRTS Virtus Investment Partners (VRTS) Insider Trading, Ownership & Congress Trades
Financial Services · Investment advice · CIK 0000883237
Form 144 · 2
Insider buyers, 180 days
0
House members buying, 1 year
0
STOCK Act, US House only, disclosed up to 45 days after the trade
Funds added, last quarter
122
13F, latest reported quarter
What the filings say about VRTS
Insiders, 180 days
-$3.3M net sold
3 sellers · 0% of sales under a 10b5-1 plan
Planned sales (Form 144), 90 days
$2.6M
2 notices
Virtus Investment Partners insider trades (Form 4)
Form 4 buys and sells (codes P and S). Grants, option exercises
and conversions excluded.
Over the last 180 days, VIRTUS INVESTMENT PARTNERS, INC. insiders sold a net $3.3M of stock across 47 Form 4 purchases and sales, with no insider buying. Source: SEC Form 4 filings, as of 2026-10-27.
Insider
Filed
Shares
Value
Since filing
Context
- 5 earlier Form 4 trades (code P or S) here by this insider (4 buys, 1 sale), the last on Mar 12, 2026.
- -5.9% median (-5.9% mean) 90-day return after 2 previous buys.
- No other insider sold within 30 days.
- 122 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Director MORRIS W HOWARD sold about $60.3K of VRTS on Sep 15, 2026; 122 funds added in the latest 13F quarter.Context
- 8 earlier Form 4 trades (code P or S) here by this insider (8 sales), the last on Feb 5, 2024.
- The trade is 2.2% of the 76,714 shares held after it.
- No other insider sold within 30 days.
- 122 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: EVP, CFO & Treasurer Angerthal Michael A sold about $283.2K of VRTS on Aug 3, 2026; 122 funds added in the latest 13F quarter.Context
- 8 earlier Form 4 trades (code P or S) here by this insider (8 sales), the last on Feb 5, 2024.
- The trade is 1.2% of the 75,835 shares held after it.
- No other insider sold within 30 days.
- 122 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: EVP, CFO & Treasurer Angerthal Michael A sold about $145.2K of VRTS on Aug 3, 2026; 122 funds added in the latest 13F quarter.Context
- 8 earlier Form 4 trades (code P or S) here by this insider (8 sales), the last on Feb 5, 2024.
- The trade is 3.8% of the 73,077 shares held after it.
- No other insider sold within 30 days.
- 122 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: EVP, CFO & Treasurer Angerthal Michael A sold about $459.3K of VRTS on Aug 3, 2026; 122 funds added in the latest 13F quarter.Context
- 8 earlier Form 4 trades (code P or S) here by this insider (8 sales), the last on Feb 5, 2024.
- The trade is 6.7% of the 68,509 shares held after it.
- No other insider sold within 30 days.
- 122 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: EVP, CFO & Treasurer Angerthal Michael A sold about $764.9K of VRTS on Aug 3, 2026, the largest insider sale at the company since 2024; 122 funds added in the latest 13F quarter.47 transactions on record
Since filing: total return from the first close after the filing to the latest close, dividend-adjusted. Not a forecast.
Context lines are counts over the filings above and returns from our own price history, never a price level. Not investment advice.
Seven facts, ranked against the sector ·
Rank is not a forecast
Insiders
net -$3.3M over 180 days
-$2.6M over 90 days
below 64% of Financial Services
Congress
no House purchase disclosed in the last 12 months
Funds
122 funds bought in last quarter
more than 65% of Financial Services
Revenue
-6.0% year over year
below 73% of Financial Services
Margin
15.9% net margin
more than 66% of Financial Services
Buybacks
$20.5M repurchased, FY to 2026-06-30
below 57% of Financial Services
Short interest
7.8% of the float short (float per yahoo 2026-10-26) · 2.9 days to cover · settled 2026-09-30
more than 82% of Financial Services
What changed in the last 30 days
Nothing new filed in the last 30 days
Watch VRTS
A free account keeps a watchlist and can send one email a day when insiders, funds or Congress file on the names in it. No password and no card.
The year, with the filings on it
Total return over 12 months. Each marker is a filing; hover or tap one for the detail.
-28.6%12M
Insider buyInsider sellForm 144 (planned sale)
Indexed to 100, dividend-adjusted, not a price chart.
When a name files heavily, the largest trades are drawn first.
Who owns VRTS: institutional holders (13F)
13F holdings, latest reported quarter
1,056,614 sh
$151.6M
450,124 sh
$64.6M
448,314 sh
$64.3M
352,930 sh
$50.6M
315,715 sh
$45.3M
Congress trades in VRTS
No Congress trades reported
No House member has disclosed a trade in this stock. See what Congress is buying.
Activist and 5% holders (13D/13G)
No 5%+ ownership filings
Nobody has filed for crossing 5%. That is a fact, not missing data.
VRTS planned insider sales (Form 144)
Notice of intent to sell, filed before any sale
MORRIS W HOWARD
Filed 2026-09-15
$64.1K
Michael Angerthal
Filed 2026-08-03
$2.5M
VRTS mutual fund holders (N-PORT)
Funds ranked by the share of their own portfolio in this stock (N-PORT).
State Street(R) SPDR(R) S&P(R) Capital Markets ETF
$6.8M position · as of 2026-06-30
1.6%
ETC 6 Meridian Small Cap Equity ETF
$1.5M position · as of 2026-05-31
1.2%
Small Cap Equity Portfolio
$10.9M position · as of 2026-07-31
1.0%
State Street(R) SPDR(R) S&P(R) Global Dividend ETF
$2.7M position · as of 2026-06-30
1.0%
Acquirers Small and Micro Deep Value ETF
$260.5K position · as of 2026-05-31
1.0%
Victory Integrity Small/Mid-Cap Value Fund
$3.0M position · as of 2026-06-30
0.8%
SEC N-PORT, monthly, about 60 days late · funds ≥ $10M ·
% is the share of the fund's own portfolio
Executive pay vs shareholder return · Mr. Aylward
CEO pay, headline and as actually paid, against the company's
return and its chosen peers' (DEF 14A).
FY
CEO total
Actually paid
Other execs, avg
TSR
Peer TSR
2025
$6.3M
$5.0M
$2.5M
-11%
+36%
2024
$6.9M
$2.6M
$2.9M
+14%
+17%
2023
$6.6M
$9.0M
$2.5M
+21%
+6%
2022
$6.5M
-$4.2M
$2.8M
-8%
-3%
2021
$8.6M
$17.3M
$3.0M
+39%
+37%
Tagged by the company under SEC Item 402(v). Returns are
cumulative from the start of the disclosure period. Green where the company beat its own peer group.
Live price
Daily candles from TradingView, under their licence. No filings marked.
Why this name is on the desk
Insiders have filed to sell, before selling.
The record shows a net $3.3M sold by insiders over 180 days, 122 funds added last quarter, $2.6M in planned Form 144 sales. Each figure is a federal filing, dated the day it went public.
VRTS financials
Revenue growth
-6.0%
XBRL, annual
Net margin
15.9%
Ratios from the company's XBRL filings, latest filings
Revenue, TTM
$825.3M
four quarters, 2025-07-01 to 2026-06-30
Revenue, TTM VRTS
| FY Dec 2025 | $852.9M |
| FY Dec 2024 | $906.9M |
| FY Dec 2023 | $845.3M |
| FY Dec 2022 | $886.4M |
| FY Dec 2021 | $979.2M |
| Jun 2026 | $201.4M |
| Mar 2026 | $199.5M |
| Dec 2025 | $208.0M |
| Sep 2025 | $216.4M |
| Jun 2025 | $210.5M |
| Mar 2025 | $217.9M |
| Dec 2024 | $233.5M |
| Sep 2024 | $227.0M |
At each fiscal year end
Single quarter
Net margin, TTM
+14.1%
net income over revenue, 2025-07-01 to 2026-06-30
Net margin, TTM VRTS
| FY Dec 2025 | +15.9% |
| FY Dec 2024 | +16.8% |
| FY Dec 2023 | +16.7% |
| FY Dec 2022 | +12.0% |
| FY Dec 2021 | +26.8% |
| Jun 2026 | +22.2% |
| Mar 2026 | +3.1% |
| Dec 2025 | +16.3% |
| Sep 2025 | +14.5% |
| Jun 2025 | +20.3% |
| Mar 2025 | +12.9% |
| Dec 2024 | +16.9% |
| Sep 2024 | +21.6% |
At each fiscal year end
Single quarter
Free cash flow, TTM
-$51.9M
operating cash flow minus capex, 2025-07-01 to 2026-06-30
Free cash flow, TTM VRTS
| FY Dec 2025 | -$74.1M |
| FY Dec 2024 | -$3.8M |
| FY Dec 2023 | $228.3M |
| FY Dec 2022 | $126.1M |
| FY Dec 2021 | $659.9M |
| Jun 2026 | $56.1M |
| Mar 2026 | $33.5M |
| Dec 2025 | -$248.4M |
| Sep 2025 | $106.9M |
| Jun 2025 | $74.2M |
| Mar 2025 | -$6.8M |
| Dec 2024 | -$104.7M |
| Sep 2024 | $68.7M |
At each fiscal year end
Single quarter
Debt to equity
0.44x
long-term debt only, 2026-06-30; equity 2026-06-30
Debt to equity VRTS
| FY Dec 2025 | 0.42x |
| FY Dec 2024 | 0.26x |
| FY Dec 2023 | 0.29x |
| FY Dec 2022 | 0.31x |
| FY Dec 2021 | 0.32x |
| Jun 2026 | 0.44x |
| Mar 2026 | 0.48x |
| Dec 2025 | 0.42x |
| Sep 2025 | 0.43x |
| Jun 2025 | 0.26x |
| Mar 2025 | 0.26x |
| Dec 2024 | 0.26x |
| Sep 2024 | 0.27x |
At each fiscal year end
Trailing four quarters at each quarter end
Cash flow to debt
-0.11x
TTM operating cash flow over long-term debt only, 2026-06-30
Cash flow to debt VRTS
| FY Dec 2025 | -0.17x |
| FY Dec 2024 | 0.01x |
| FY Dec 2023 | 0.94x |
| FY Dec 2022 | 0.52x |
| FY Dec 2021 | 2.50x |
| Jun 2026 | -0.11x |
| Mar 2026 | -0.06x |
| Dec 2025 | -0.17x |
| Sep 2025 | 0.20x |
| Jun 2025 | 0.17x |
| Mar 2025 | 0.14x |
| Dec 2024 | 0.01x |
| Sep 2024 | 0.47x |
At each fiscal year end
Trailing four quarters at each quarter end
Return on equity
+12.6%
TTM net income over average of 2025-06-30 and 2026-06-30
Return on equity VRTS
| FY Dec 2025 | +14.9% |
| FY Dec 2024 | +17.3% |
| FY Dec 2023 | +16.8% |
| FY Dec 2022 | +13.0% |
| FY Dec 2021 | +34.1% |
| Jun 2026 | +12.6% |
| Mar 2026 | +12.6% |
| Dec 2025 | +14.9% |
| Sep 2025 | +15.7% |
| Jun 2025 | +18.1% |
| Mar 2025 | +16.2% |
| Dec 2024 | +17.3% |
| Sep 2024 | +17.3% |
At each fiscal year end
Trailing four quarters at each quarter end
Return on assets
+2.8%
TTM net income over average of 2025-06-30 and 2026-06-30
Return on assets VRTS
| FY Dec 2025 | +3.3% |
| FY Dec 2024 | +4.0% |
| FY Dec 2023 | +3.7% |
| FY Dec 2022 | +2.7% |
| FY Dec 2021 | +7.1% |
| Jun 2026 | +2.8% |
| Mar 2026 | +2.8% |
| Dec 2025 | +3.3% |
| Sep 2025 | +3.8% |
| Jun 2025 | +4.3% |
| Mar 2025 | +3.9% |
| Dec 2024 | +4.0% |
| Sep 2024 | +4.1% |
At each fiscal year end
Trailing four quarters at each quarter end
Return on invested capital
+8.4%
operating income after a 26.6% effective tax rate, over long-term debt only, 2026-06-30 plus average of 2025-06-30 and 2026-06-30 minus cash
Return on invested capital VRTS
| FY Dec 2025 | +11.2% |
| FY Dec 2024 | +14.9% |
| FY Dec 2023 | +13.0% |
| FY Dec 2022 | +14.8% |
| FY Dec 2021 | +29.3% |
| Jun 2026 | +8.4% |
| Mar 2026 | +9.3% |
| Dec 2025 | +11.2% |
| Sep 2025 | +11.8% |
| Jun 2025 | +15.2% |
| Mar 2025 | +14.6% |
| Dec 2024 | +14.9% |
| Sep 2024 | +14.3% |
At each fiscal year end
Trailing four quarters at each quarter end
Return on capital employed
n/a
assets or current liabilities not filed
Return on capital employed VRTS
| FY Dec 2025 | n/a |
| FY Dec 2024 | n/a |
| FY Dec 2023 | n/a |
| FY Dec 2022 | n/a |
| FY Dec 2021 | n/a |
| Jun 2026 | n/a |
| Mar 2026 | n/a |
| Dec 2025 | n/a |
| Sep 2025 | n/a |
| Jun 2025 | n/a |
| Mar 2025 | n/a |
| Dec 2024 | n/a |
| Sep 2024 | n/a |
At each fiscal year end
Trailing four quarters at each quarter end
P/E, trailing
6.78x
close 2026-10-26 over four quarters of diluted EPS, 2025-07-01 to 2026-06-30
P/E, trailing VRTS
| FY Dec 2025 | 8.17x |
| FY Dec 2024 | 13.05x |
| FY Dec 2023 | 13.65x |
| FY Dec 2022 | 12.35x |
| FY Dec 2021 | 11.40x |
| Jun 2026 | 8.18x |
| Mar 2026 | 7.91x |
| Dec 2025 | 8.17x |
| Sep 2025 | 9.76x |
| Jun 2025 | 8.83x |
| Mar 2025 | 10.23x |
| Dec 2024 | 13.05x |
| Sep 2024 | 12.73x |
At each fiscal year end
Trailing four quarters at each quarter end
Enterprise value
$984.5M
market value at close 2026-10-26 on 2026-07-30 shares, plus long-term debt only, 2026-06-30, minus cash 2019-12-31
Enterprise value VRTS
| FY Dec 2025 | $1.3B |
| FY Dec 2024 | $1.6B |
| FY Dec 2023 | $1.8B |
| FY Dec 2022 | $1.4B |
| FY Dec 2021 | $2.3B |
| Jun 2026 | $1.2B |
| Mar 2026 | $1.1B |
| Dec 2025 | $1.3B |
| Sep 2025 | $1.5B |
| Jun 2025 | $1.3B |
| Mar 2025 | $1.2B |
| Dec 2024 | $1.6B |
| Sep 2024 | $1.5B |
At each fiscal year end
Trailing four quarters at each quarter end
FCF yield
-6.6%
TTM free cash flow over market value at close 2026-10-26
FCF yield VRTS
| FY Dec 2025 | -6.7% |
| FY Dec 2024 | -0.2% |
| FY Dec 2023 | +13.1% |
| FY Dec 2022 | +9.1% |
| FY Dec 2021 | +29.3% |
| Jun 2026 | -5.4% |
| Mar 2026 | -3.8% |
| Dec 2025 | -6.7% |
| Sep 2025 | +5.4% |
| Jun 2025 | +2.5% |
| Mar 2025 | +2.2% |
| Dec 2024 | -0.2% |
| Sep 2024 | +7.1% |
At each fiscal year end
Trailing four quarters at each quarter end
PEG, trailing
n/a
trailing EPS growth -15%, PEG needs growth
PEG, trailing VRTS
| FY Dec 2025 | 0.45x |
| FY Dec 2024 | n/a |
| FY Dec 2023 | 0.96x |
| FY Dec 2022 | n/a |
| FY Dec 2021 | 0.07x |
| Jun 2026 | n/a |
| Mar 2026 | 10.26x |
| Dec 2025 | 0.45x |
| Sep 2025 | 0.53x |
| Jun 2025 | 0.24x |
| Mar 2025 | 6.79x |
| Dec 2024 | n/a |
| Sep 2024 | n/a |
At each fiscal year end
Trailing four quarters at each quarter end
Price as of 2026-10-26. Hover or tap a tile for its yearly and quarterly history.
Method
TTM is four consecutive fiscal quarters; Q4 is the year minus nine months when not filed. Returns use the average of opening and closing balances. EBIT is approximated by operating income. PEG uses trailing EPS growth.
Fundamentals
Annual figures from XBRL filings. Pick a past date to see them as known then.
| 2025-12 | 2024-12 | 2023-12 | 2022-12 | |
|---|---|---|---|---|
| Revenue | $852.9M | $906.9M | $845.3M | $886.4M |
| Operating income | $168.7M | $182.5M | $151.5M | $197.5M |
| Net income | $136.0M | $152.5M | $141.5M | $106.6M |
| EPS (diluted) | 19.97 | 16.89 | 17.71 | 15.50 |
| Operating cash flow | -$67.2M | $1.8M | $237.2M | $132.7M |
| Long-term debt | $390.0M | $232.1M | $253.4M | $255.0M |
| Buybacks | $60.0M | $44.9M | $45.0M | $90.0M |
| Dividends paid | $64.6M | $58.1M | $52.0M | $47.3M |
SEC XBRL, fiscal years, as known on 2026-10-27
VRTS Stock Sonar score 6/7 axes
Find similar shapesCompareVRTS ranks highest on institutional and government (65th percentile) and risk and compliance (58th), and lowest on insider conviction (17th), among Financial Services peers.
6 of 7 axes scored. Each is a percentile against sector peers (all companies when the sector is thin); higher is better. An unscored axis is unmeasured, not low. How it is scored
VRTS filings, in plain words
Are Virtus Investment Partners insiders buying or selling VRTS?
In the 180 days to 2026-10-27, Virtus Investment Partners insiders were net sellers, a net $3.3M across purchases and sales reported on Form 4, by 3 sellers.
Are there planned insider sales of VRTS?
Yes. 2 Form 144 notices of planned insider sales were filed in the 90 days to 2026-10-27, covering $2.6M of stock; the latest, by MORRIS W HOWARD, was filed 2026-09-15.
Read the full summary
In the 180 days to 2026-10-27, Virtus Investment Partners insiders were net sellers of VRTS, a net $3.3M across purchases and sales reported on Form 4 by 3 sellers. None of the 10 insider sales was flagged as made under a Rule 10b5-1 plan. Insiders filed 2 Form 144 notices of intent to sell in the 90 days to 2026-10-27, covering $2.6M of stock. Each figure is counted from SEC and House filings as of 2026-10-27, dated the day the filing was made public.
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