NASDAQ: VRTS - Virtus Investment Partners, Inc.

Rentabilität für sechs Monate: -8.69%
Dividendenrendite: +3.51%
Sektor: Financials

Aktionsplan Virtus Investment Partners, Inc.


Über das Unternehmen Virtus Investment Partners, Inc.

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.

weitere details
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 1988 and is based in Hartford, Connecticut.

IPO date 1992-03-12
ISIN US92828Q1094
Industry Capital Markets
Sector Financials
Валюта usd
Валюта отчета usd
Див.доход ао 3.66
Дивиденд ао 6.05
Сайт https://www.virtus.com
Цена ао 181.1
Preisänderung pro Tag: +2.46% (183.27)
Preisänderung pro Woche: +4.16% (180.27)
Preisänderung pro Monat: -10.1% (208.87)
Preisänderung über 3 Monate: -23.97% (246.97)
Preisänderung über sechs Monate: -8.69% (205.65)
Preisänderung pro Jahr: -20.49% (236.16)
Preisänderung über 3 Jahre: -22.19% (241.33)
Preisänderung über 5 Jahre: +52.62% (123.03)
Preisänderung über 10 Jahre: 0% (187.77)
Preisänderung seit Jahresbeginn: -15.04% (221)

Unterschätzung

Name Bedeutung Grad
P/S 1.75 8
P/BV 1.82 8
P/E 13.07 8
EV/EBITDA 23.82 5
Gesamt: 7.63

Effizienz

Name Bedeutung Grad
ROA, % 3.55 1
ROE, % 15.12 5
Gesamt: 3.67

Dividenden

Name Bedeutung Grad
Div yield, % 3.51 8.78
DSI 0.9286 9.29
Gesamt: 8.46

Pflicht

Name Bedeutung Grad
Debt/EBITDA 11.92 0
Gesamt: 3.8

Wachstumsimpuls

Name Bedeutung Grad
Rentabilität Revenue, % 50.36 7
Rentabilität Ebitda, % -37.5 0
Rentabilität EPS, % 12.27 2
Gesamt: 2

Dividende, % Dividende Basierend auf den Ergebnissen des Zeitraums Vorher kaufen Anmeldeschlussdatum Auszahlung vorher
0.79% 1.9 II кв. 2024 29.07.2024 31.07.2024 15.08.2024
0.79% 1.9 I кв. 2024 26.04.2024 29.04.2024 14.05.2024

Institutionen Volumen Aktie, %
Blackrock Inc. 1109338 15.45
Vanguard Group Inc 911307 12.69
T. Rowe Price Investment Management, Inc. 404558 5.63
Dimensional Fund Advisors LP 319410 4.45
State Street Corporation 300316 4.18
FMR, LLC 219811 3.06
Vulcan Value Partners, LLC 190106 2.65
Geode Capital Management, LLC 152084 2.12
Royal Bank of Canada 129567 1.8
WCM Investment Management, LLC 112785 1.57

ETF Aktie, % Rentabilität für das Jahr, % Dividenden, %
SPDR S&P Capital Markets ETF 1.28029 58.43 2.20535
ETC 6 Meridian Small Cap Equity ETF 1.14037 19.38 1.95746
WisdomTree US Smallcap Quality Dividend Growth Fund 0.7399 29.85 2.7505
Invesco S&P SmallCap Quality ETF 0.40774 11.95 1.68448
Invesco S&P SmallCap Financials ETF 0.38542 40.03 3.765
First Trust Small Cap Value AlphaDEX Fund 0.32223 21.81 2.48512
Syntax Stratified SmallCap ETF 0.3043 13.51 1.639
WisdomTree U.S. SmallCap Dividend Fund 0.21348 11.53 3.77805
Timothy Plan US Small Cap Core ETF 0.18859 30.16 1.63049
VictoryShares US Small Cap Volatility Wtd ETF 0.18796 30.08 1.67818
VictoryShares US Discovery Enhanced Volatility Wtd ETF 0.18677 21.4 1.67826
Principal U.S. Small-Cap ETF 0.17585 16.7 1.20466
Avantis U.S Small Cap Equity ETF 0.17 27.77 1.68271
WisdomTree U.S. SmallCap Fund 0.16479 15.03 1.80258
Vanguard S&P Small-Cap 600 Growth ETF 0.16 30.31 1.37064
First Trust Small Cap Core AlphaDEX Fund 0.15924 17.31 1.87983
SPDR S&P SmallCap 600 ESG ETF 0.1575 18.95 1.85316
Furst Trust Small Cap US Equity Select ETF 0.15722 22.33 3.15325
SPDR S&P 600 Small Cap Growth ETF 0.13437 14.13 1.33495
Vanguard S&P Small-Cap 600 ETF 0.11 13.46 1.89226
SPDR Portfolio S&P 600 Small Cap ETF 0.10642 13.05 1.84119
JPMorgan BetaBuilders U.S. Small Cap Equity Fund 0.09487 24.75 1.59225
Vanguard Russell 2000 Growth ETF 0.09 23.05 0.60264
Vanguard U.S. Quality Factor ETF 0.09 15.59 1.62247
iShares Russell 2000 Growth ETF 0.08869 38.04 0.6026
Dimensional U.S. Targeted Value ETF 0.08753 26.01 1.93487
Goldman Sachs ActiveBeta US Small Cap Equity ETF 0.08569 31.36 1.41955
Invesco FTSE RAFI US 1500 Small-Mid ETF 0.08335 17.58 1.75869
Vanguard S&P Small-Cap 600 Value ETF 0.08 12.06 2.40883
SPDR S&P 600 Small Cap Value ETF 0.07869 11.01 2.34209
JPMorgan Market Expansion Enhanced Equity ETF 0.07622 29.85 1.69513
ProShares Ultra SmallCap600 0.0757 49.8 1.83727
Adasina Social Justice All Cap Global ETF 0.07521 16.32 2.09739
WisdomTree US High Dividend Fund 0.0722 16.93 4.06936
JPMorgan Diversified Return U.S. Small Cap Equity ETF 0.07217 26.04 2.20258
Invesco Russell 2000 Dynamic Multifactor ETF 0.06856 11.14 1.64004
Avantis U.S. Small Cap Value ETF 0.06699 29.3 2.3212
First Trust Multi Cap Value AlphaDEX Fund 0.06499 23.02 2.52798
Invesco S&P SmallCap 600 Revenue ETF 0.05517 30.92 1.94562
Schwab US Dividend Equity ETF 0.05468 9.63 3.8708
iShares ESG Aware MSCI USA Small-Cap ETF 0.05032 18.09 1.49366
Vanguard Russell 2000 ETF 0.05 17.16 1.48801
Vanguard Small Cap Value ETF 0.04 17.27 2.19419
iShares Morningstar Small Cap Value ETF 0.03714 26.7 2.50476
iShares Morningstar Small-Cap Value ETF 0.03714 201.65 2.50476
Schwab U.S. Small-Cap ETF 0.03711 17.47 1.51433
iShares Morningstar Small-Cap ETF 0.03127 30.1 1.60498
iShares Morningstar Small-Cap ETF 0.03127 391.25 1.60498
ProShares UltraPro Russell2000 0.03018 89.82 1.47873
iShares Morningstar Small-Cap Growth ETF 0.02679 33.63 0.72598
iShares Morningstar Small-Cap Growth ETF 0.02679 587.89 0.72598
Schwab Fundamental U.S. Small Company ETF 0.01949 13.84 1.94914
FlexShares Morningstar US Market Factor Tilt Index Fund 0.01383 21.94 1.69572
Dimensional US Marketwide Value ETF 0.01143 24.88 2.11042
Dimensional U.S. Core Equity 2 ETF 0.01138 30.76 1.47098
Avantis U.S. Equity ETF 0.00927 23.04 1.59151
ProShares Hedge Replication ETF 0.00874 5.92 1.47892
SPDR S&P 1500 Value Tilt ETF 0.00482 27.15 2.3833
Dimensional US Core Equity Market ETF 0.00402 30.98 1.40618
Dimensional U.S. Equity ETF 0.00277 31.53 1.3557
iShares Russell 3000 ETF 0.00246 24.83 1.43482
Schwab U.S. Broad Market ETF 0.00244 24.86 1.43354
SPDR Portfolio S&P 1500 Composite Stock Market ETF 0.00194 24.29 1.46083
Schwab Fundamental U.S. Broad Market Index ETF 0.00122 -57.77 2.19075
SPDR S&P 1500 Momentum Tilt ETF 0.00074 38.25 1.12176
Vanguard Russell 3000 ETF 0 31.87 1.43817
Vanguard ESG U.S. Stock ETF 0 23.54 1.26927



Aufsicht Berufsbezeichnung Zahlung Geburtsjahr
Mr. George Robert Aylward Jr., CPA President, CEO & Director 3.42M 1964 (61 Jahr)
Mr. Michael Aaron Angerthal CPA Executive VP, CFO & Treasurer 2.22M 1967 (58 Jahre)
Mr. Richard William Smirl J.D. Executive VP & COO 2.24M 1967 (58 Jahre)
Mr. Barry Mitchell Mandinach J.D. Executive VP & Head of Distribution 1.81M 1956 (69 Jahre)
Mr. Sean Rourke Vice President of Investor Relations N/A
Mr. Joe Fazzino Vice President of Corporate Communications N/A
Mr. William Patrick Bradley III, CPA Executive Vice President of Fund Services 908.75k 1972 (53 Jahr)
Mr. Thomas Franco Senior Managing Director & Head of Retail Sales N/A
Ms. Andra Cynthia Purkalitis J.D. Executive VP, Chief Legal Officer, General Counsel & Corporate Secretary N/A 1962 (63 Jahr)
Mr. Joseph E. Maccone Senior Managing Director & Head of Strategic Distribution

Adresse: United States, Hartford. CT, One Financial Plaza - in Google Maps öffnen, Öffnen Sie Yandex-Karten
Webseite: https://www.virtus.com