CSIMarket
 
Virtus Investment Partners Inc   (NYSE: VRTS)
    Sector  Financial    Industry Investment Services
   Industry Investment Services
   Sector  Financial
 

Virtus Investment Partners Inc's Customers Performance

VRTS



 
VRTS's Source of Revenues Virtus Investment Partners Inc's Corporate Customers have recorded an advance in their cost of revenue by 4.57 % in the 2 quarter 2026 year on year, sequentially costs of revenue grew by 11.04 %. During the corresponding time, Virtus Investment Partners Inc saw a revenue deteriorated by -5.28 % year on year, sequentially revenue fell by -0.55 %. While revenue at the Virtus Investment Partners Inc 's corporate clients recorded rose by 0.54 % year on year, sequentially revenue grew by 4.57 %.

List of VRTS Customers




Virtus Investment Partners Inc's Customers have recorded an advance in their cost of revenue by 4.57 % in the 2 quarter 2026 year on year, sequentially costs of revenue grew by 11.04 %, for the same period Virtus Investment Partners Inc revnue deteriorated by -5.28 % year on year, sequentially revenue fell by -0.55 %.

List of VRTS Customers

Virtus Investment Partners Inc's Business Units
Investment management fees    168.84 % of total Revenue
Administration and Shareholder Service Fees    17.21 % of total Revenue
Distribution and Service Fees    11.62 % of total Revenue
Other Income and fees    1.43 % of total Revenue
Open End Funds    62.17 % of total Revenue
Closed End Funds    24.63 % of total Revenue
Retail separate accounts    44.69 % of total Revenue
Institutional accounts    37.34 % of total Revenue




   
Customers Net Income fell in Q2 by Customers Net margin fell to %
-10.77 % 16.22 %
Customers Net Income fell in Q2 by -10.77 %


Customers Net margin fell to 16.22 % 16.22 %



Virtus Investment Partners Inc's Customers, Q2 2026 Revenue Growth By Industry
Customers in Accident & Health Insurance Industry      0.26 %
Customers in Life Insurance Industry -4.19 %   
Customers in Property & Casualty Insurance Industry      0.94 %
Customers in Miscellaneous Financial Services Industry -1.15 %   
     
• Customers Valuation • Customers Mgmt. Effect.


Virtus Investment Partners Inc's Comment on Sales, Marketing and Customers



We distribute our open-end funds and exchange traded funds through financial intermediaries. We have broad access in the retail market, with distribution partners that include national and regional broker-dealers and independent financial advisory firms. Our sales efforts are supported by regional sales professionals, a national account relationship group and separate teams for the retirement and insurance products.

Our separately managed accounts are distributed through financial intermediaries and directly by teams at our affiliated managers. Our institutional distribution strategy is an affiliate-centric model. Through relationships with consultants, they target key market segments, including foundations and endowments, corporate, public and private pension plans and subadvisory accounts.



  News about Virtus Investment Partners Inc Contracts

Virtus Investment Partners Reports Preliminary AUM of $169.3 Billion Amidst Revenue Challenges and Client Outflows ...

Virtus Investment Partners, Inc. (NYSE: VRTS), a prominent player in the investment management industry, has recently reported its preliminary assets under management (AUM) totals alongside some critical financial metrics. As of September 30, 2025, the firm declared an AUM of $169.3 billion, with additional fee-earning assets of $1.8 billion, culminating in total client assets of $171.1 billion. However, the company faces challenges owing to net outflows from various segments U.S. retail funds, institutional accounts, and retail separate accounts affected by market dynamics. Preliminary Assets Under Management: A Closer Look The reported change in AUM from June 30, 2025, indicates significant volatility with...

Virtus Investment Partners, Inc. (NYSE VRTS), based in Hartford, Connecticut, recently unveiled its prelimi...

Diversified Portfolio Strategies Shield Virtus Investment Partners Against Revenue Volatility Virtus Investment Partners, Inc. (NYSE: VRTS), based in Hartford, Connecticut, recently unveiled its preliminary assets under management (AUM) for the period ending June 30, 2025. The firm reported an AUM of $170.7 billion and additional fee-earning assets of $1.8 billion, culminating in total client assets at $172.5 billion. The increase in AUM from March 31 is attributed to robust market performance coupled with positive net flows in exchange-traded funds. However, this growth was partially mitigated by net outflows experienced primarily across institutional accounts, U.S. retail funds, retail separate accounts, a...

Virtus Investment Partners: Financial Insights and Client Performance Analysis

Virtus Investment Partners, a leading investment management firm, recently announced its preliminary assets under management for the month of February 2024. With a robust portfolio valued at $176.1 billion, the company continues to demonstrate its strong market presence and ability to cater to various client needs. Additionally, Virtus Investment Partners provided services to other fee-earning assets worth $2.6 billion, further highlighting its diverse range of offerings.Financial Performance and Client Analysis:In the fourth quarter, Virtus Investment Partners witnessed a significant decline of 35.02% in corporate clients costs of revenue compared to the previous year. However, costs of revenue experienced...




Virtus Investment Partners Inc’s Comment on Sales, Marketing and Customers


We distribute our open-end funds and exchange traded funds through financial intermediaries. We have broad access in the retail market, with distribution partners that include national and regional broker-dealers and independent financial advisory firms. Our sales efforts are supported by regional sales professionals, a national account relationship group and separate teams for the retirement and insurance products.

Our separately managed accounts are distributed through financial intermediaries and directly by teams at our affiliated managers. Our institutional distribution strategy is an affiliate-centric model. Through relationships with consultants, they target key market segments, including foundations and endowments, corporate, public and private pension plans and subadvisory accounts.










VRTS's vs. Customers, Data

(Revenue and Income for Trailing 12 Months, in Millions of $, except Employees)



COMPANY NAME MARKET CAP REVENUES INCOME EMPLOYEES
Virtus Investment Partners Inc 1,072.21 865.17 135.99 801
Atlantic American Corp 27.74 208.15 1.35 156
Metlife Inc 65,065.11 77,589.00 3,615.00 46,000
Lpl Financial Holdings Inc 28,996.76 18,257.91 900.86 10,000
Lincoln National Corporation 8,972.03 18,827.00 1,727.00 9,423
Horace Mann Educators Corporation 2,139.52 1,649.20 140.10 1,800
SUBTOTAL 680,195.51 681,588.47 99,344.74 382,058
25 more clients available

Sign in to see all corporate customers for Virtus Investment Partners Inc .

Sources: Virtus Investment Partners Inc’s official press releases and regulatory filings; CSIMarket.com’s market research; and the financial filings and press releases of other companies cited in this report.
Updated on:
Focus of this report: Virtus Investment Partners Inc’s corporate clients.
For your research, we’ve provided 9 tables on Virtus Investment Partners Inc corporate clients.
You can find them in the navigation menu under Customers & Markets.
To download the tables, please subscribe.



Help

About us

Products

Data downloads

API

CSIMarket Company, Sector, Industry, Market Analysis, Stock Quotes, Earnings, Economy, News and Research.

Intraday data delayed per exchange requirements. All quotes are in local exchange time. Intraday data delayed 15 minutes for Nasdaq, and other exchanges. Fundamental and financial data for Stocks, Sector, Industry, and Economic Indicators provided by CSIMarket.com

Disclaimer: Information provided by CSIMarket.com is for informational purposes only and does not constitute investment advice, recommendation, or solicitation to buy or sell any security.

© 2026 CSIMarket.com — Proprietary financial dataset. All rights reserved. Redistribution or automated extraction prohibited.