Virtus Investment Partners to Release Q1 2026 Financial Results
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Apr 10 2026
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Should l Buy VRTS?
Source: Newsfilter
- Earnings Release Schedule: Virtus Investment Partners will announce its financial results for Q1 2026 before the market opens on May 1, 2026, reflecting the company's ongoing performance in the multi-boutique asset management sector.
- Executive-led Conference Call: CEO George R. Aylward and CFO Michael A. Angerthal will host a conference call at 10:00 a.m. Eastern to discuss the earnings report and address questions from the investment community.
- Access to Presentation Materials: The presentation accompanying the conference call will be available in the Presentations section of virtus.com, ensuring investors have comprehensive insights into the company's financial status and future outlook.
- Replay Availability: A replay of the conference call will be accessible in the Investor Relations section for at least one year, allowing investors who cannot attend live to review the discussion later.
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Analyst Views on VRTS
Wall Street analysts forecast VRTS stock price to rise
4 Analyst Rating
1 Buy
1 Hold
2 Sell
Hold
Current: 142.170
Low
158.00
Averages
181.00
High
218.00
Current: 142.170
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.
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- Portfolio Composition: The ETF plans to allocate 60%-80% of its assets to quality REITs and 20%-40% to investment-grade real estate-related debt, designed to provide above-average yield potential while mitigating volatility, addressing investors' dual needs for income and risk management.
- Management Team Expertise: The fund is managed by Duff & Phelps Investment Management Co., which has specialized in the real estate sector since 1932, leveraging its extensive market experience and rigorous investment process to deliver quality returns for investors.
- Market Positioning: In a market dominated by passive products, Virtus aims to provide significant investment advantages for investors seeking income and risk-adjusted returns through this actively managed multi-asset ETF, further enriching its ETF product lineup.
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- Investor Strategy Shift: As the market rebounds, retail investors may reassess their defensive portfolio strategies and seek buying opportunities in risk-on assets, particularly technology stocks, ahead of the upcoming earnings season, which is expected to be robust.
- Sector Attractiveness: Shannon Saccocia, Chief Investment Officer at Neuberger Berman, noted that valuations in technology, financials, and parts of the industrial sector have become more attractive after last summer's lows, suggesting that investors should consider re-entering these sectors to capitalize on ongoing economic momentum.
- Return to Growth Narrative: Joe Terranova from Virtus Investment Partners highlighted that Alphabet, Google's parent company, is up over 1% in 2026, making it the highest performer among the
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- Oil Price Surge Impact: The ongoing U.S.-Iran conflict has driven oil prices up, resulting in a 34% increase in energy stocks in 2026, which not only boosts investor confidence but also raises concerns about future market trends.
- Investor Caution: Despite the strong performance of energy stocks, investors are adopting a cautious stance, particularly as they await President Trump's deadline for Iran, which could significantly influence market sentiment.
- Profit-Taking Strategies: Some investors, like Stephanie Link from Hightower Advisors, have opted to sell their Chevron positions after realizing a 32% gain, indicating a growing willingness among market participants to lock in short-term profits in energy stocks.
- Future Risk Assessment: Analyst Sarat Sethi warns that if the conflict extends longer than anticipated, energy companies' earnings could be adversely affected, leading to a potential decline in demand and stock prices, necessitating a careful approach from investors.
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- Dividend Amount: DTF Tax-Free Income 2028 Term Fund has authorized a dividend of $0.0325 per share, payable on April 29, May 28, and June 29, 2026, indicating the fund's commitment to providing consistent returns to shareholders.
- Payment Schedule: The scheduled payment dates ensure that investors receive their dividends on time, which enhances investor confidence in the fund's management and operational reliability.
- Tax Information Disclaimer: The reported dividend amounts are estimates and may change based on the fund's investment performance and tax regulations, highlighting the importance for investors to be aware of accurate tax reporting for compliance purposes.
- Investment Objective: The fund aims to achieve current income exempt from federal income tax through a diversified portfolio of investment-grade tax-exempt obligations, reflecting its robust investment strategy and risk management capabilities.
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- Cash Distribution Announcement: Virtus Convertible & Income Fund II has declared a cash distribution of $0.34375 per share payable on March 31, 2026, to Series A cumulative preferred shareholders of record on March 24, 2026, demonstrating the fund's commitment to shareholder returns.
- Preferred Stock Rating and Yield: The Series A cumulative preferred shares, trading on the NYSE, are rated 'A' by Fitch and offer an annual dividend rate of $1.375 per share, indicating the fund's capability to provide stable income.
- Share Issuance and Liquidity: The 4,360,000 Series A cumulative preferred shares were issued at $25.00 per share on September 11, 2018, and are now callable at any time at liquidation value plus accrued dividends, enhancing liquidity options for investors.
- Investment Objectives and Risks: The fund aims to provide total return through capital appreciation and high current income, although investments carry risks, including potential loss of principal, necessitating careful evaluation of the fund's investment objectives and risks.
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- Distribution Announcement: Virtus Total Return Fund Inc. has announced monthly distributions of $0.05 per share for March, April, and May 2026, reflecting the fund's commitment to maintaining consistent payouts, although it may draw from assets to meet distribution levels.
- Source of Distributions: Under its Managed Distribution Plan, the fund's distribution sources for the fiscal year-to-date show net investment income at 21.9%, short-term capital gains at 37.0%, and long-term capital gains at 41.1%, indicating a diversified income structure that helps stabilize investor confidence.
- Performance Overview: As of February 27, 2025, the fund reported a five-year average annual return of 10.62% and an annualized current distribution rate of 7.46%, demonstrating its dual objectives of capital appreciation and income generation, enhancing its attractiveness to investors.
- Risk Disclosure: Investing in the fund carries risks, including potential loss of principal, and shares may trade at a premium or discount to net asset value, necessitating careful evaluation by investors before making decisions.
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