All three tenses have at least two readings, so the archetype blend applies as printed.
All nine metrics read as filed from the record.
What did they actually do?
Has it survived what it has been through?
2 warning events since 2017; the latest 2024-01-05.
From the record
Virtus Investment Partners, Inc.'s filings since 2017 show 2 warning events of 2 kinds: a notice about its exchange listing (8-K item 3.01, the latest 2024-01-05); an auditor change (8-K item 4.01, the latest 2018-03-30) (its current reports).
A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.
What has it actually done, year after year?
+11.4% a year over 10 filed years; profitable in 10 of 10.
From the record
Virtus Investment Partners, Inc.'s 10 filed years say what it did: revenue went from $323 million in fiscal 2016 to $853 million in fiscal 2025, up 11.4% a year; it rose in 6 of 9 years; the deepest fall was 14% from fiscal 2021 to fiscal 2023; net income was positive in 10 of 10 of those years (its annual reports).
What it rests on
A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.
How has it treated the people who own it?
Share count shrank 3.0% a year. 100% of cash flow returned. Insiders: 15 sales, 3 purchases.
From the record
Over the 3 fiscal years to 2025-12-31, Virtus Investment Partners, Inc.'s diluted share count shrank about 3.0% a year, and dividends and buybacks returned about 100% of its operating cash flow over 3 years (its filed statements). Its officers and directors filed 15 sales and 3 purchases of their own stock on the open market in the year to 2026-09-30, buying about $524 thousand (their Form 4 filings).
What it rests on
A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.
What are they doing right now?
Is it financially healthy right now?
ROE 15%: 15¢ of profit per shareholder dollar. Leverage 78%: owes 78¢ per asset dollar.
From the record
Return on equity: in the fiscal year ended 2025-12-31, Virtus Investment Partners, Inc. earned about 15 cents of profit for every dollar of shareholders' money. Leverage: it owed about 78 cents per dollar of assets, and net share issuance: its share count shrank 3.9% over the year (the filed statements).
What it rests on
A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.
How strong is its position in its industry?
bottom 38% of 43 in its family; net margin 16.2%.
From the record
Virtus Investment Partners, Inc.'s standing among 43 graded names in its industry family: revenue of $853 million in fiscal 2025 ranks in the bottom 43% by size; a net margin of 16.2% ranks in the top 48%; revenue growth of -1.3% a year over the last 3 filed years ranks in the bottom 18% (its annual reports).
What it rests on
A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.
What are the people in charge doing?
top 35% of 34 in its family for leadership; chief executive since 2008.
From the record
Virtus Investment Partners, Inc.'s leadership, from its insiders' filings and its current reports: the chief executive on the record is Aylward, George R (Director, CEO and President, as filed), filing under that title since 2008-12-19, 17.9 years (top 19% of its family); the 14 officers and directors filing in the last fifteen months have been on the record a median of 7.1 years (top 47%); 4 officer or director changes were reported on Form 8-K since 2023-11-13, against the 14 people in charge now (top 39%; fewer changes for each person reads higher) (the Form 4 record, its Form 8-K reports). Years count from a person's first filing in the SEC's data sets, which begin in 2006, so each is a floor.
What it rests on
A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.
What are they set up to do next?
How much room does it have to grow?
bottom 28% of 42 in its family for room to expand.
From the record
Virtus Investment Partners, Inc.'s room to grow, from the newest filed statements (fiscal 2025): cash of $478 million against debt of $390 million leaves 2.1% of its assets as net cash, bottom 39% of its family; cash from operations less capital spending is -8.7% of revenue (bottom 17%) (its annual report).
What it rests on
A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.
What could actually drive growth from here?
bottom 24% of 41 in its family for growth drivers.
From the record
Virtus Investment Partners, Inc.'s growth drivers, from the filed years to fiscal 2025: revenue grew -1.3% a year over the last three filed years against 11.4% over all 10, slowing (bottom 18% of its family); the newest year grew -6% (bottom 13%); capital spending grew 1.5% a year (bottom 40%) (its annual reports). Virtus Investment Partners, Inc. reported 7 product lines in fiscal 2025: Open End Funds at $287 million (34%), Retail Separate Accounts at $210 million (25%), Institutional Accounts at $168 million (20%), and 4 more; 3 of 7 grew against the year before (its annual report).
What it rests on
A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.
Did its newest year beat what its own record pointed to?
bottom 37% of 41 in its family for expectations against reality.
From the record
Virtus Investment Partners, Inc.'s newest year against its own record: revenue of $853 million in fiscal 2025 came in 7% below the $917 million its prior three years' pace pointed to (bottom 29% of its family); net income of $138 million against a prior three-year average of $123 million (bottom 26%); a net margin of 16.2% against 14% before (top 43%) (its annual reports).
What it rests on
A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.
The grade is the company against its own industry, from its filings. It is not a view on the share price. How the grade is made