VIRTUS INVESTMENT PARTNERS, INC. (VRTS)

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=jivedata("VRTS","financials")

Full statements spill as a table. For one cell: =jivedata("VRTS","Revenue") or =jivedata("VRTS","Revenue","TTM"). Install the Jive Data add-on, then paste into a cell.

VIRTUS INVESTMENT PARTNERS, INC.

VRTS • CIK 0000883237

(in thousands, except per share data)	FY 2023	FY 2024	FY 2025	TTM
Operating Income (Loss)	$151,484	$182,490	$168,680	$129,647
Income (Loss) from Continuing Operations before Income Taxes, Noncontrolling Interest	$186,564	$207,876	$187,249	$158,017
Income Tax Expense (Benefit)	$45,088	$55,423	$51,261	$42,066
Net Income (Loss), Including Portion Attributable to Noncontrolling Interest	$141,476	$152,453	$135,988	$115,951
Net Income (Loss) Attributable to Noncontrolling Interest	$10,855	$30,707	$-2,408	$-3,856
Net Income (Loss) Available to Common Stockholders, Basic	$130,621	$121,746	$138,396	$119,807
Weighted Average Number of Shares Outstanding, Basic	7,249,000	7,082,000	6,829,000	6,604,000
Weighted Average Number of Shares Outstanding, Diluted	7,375,000	7,210,000	6,929,000	6,724,000
Revenue from Contract with Customer, Excluding Assessed Tax	$845,268	$906,949	$852,865	$825,305
Labor and Related Expense	$404,742	$432,587	$400,720	$401,282
Expense Related to Distribution or Servicing and Underwriting Fees	$96,802	$96,223	$89,047	$84,993
Business Combination, Contingent Consideration Arrangements, Change in Amount of Contingent Consideration, Liability	$-5,510	$-5,608	$-2,214	$-3,198
Restructuring Charges	$824	$1,487	$693	$4,389
Depreciation	$5,804	$8,958	$7,992	$6,987
Operating Expenses	$693,784	$724,459	$684,185	$695,658
Other Nonoperating Income (Expense)	$-440	$2,036	$3,473	$1,236
Nonoperating Income (Expense)	$3,681	$-8,510	$-18,807	$-5,754
Interest Income (Expense), Nonoperating, Net	$31,399	$33,896	$37,376	$34,124
Incremental Common Shares Attributable to Dilutive Effect of Share-based Payment Arrangements	126,000	128,000	100,000	120,000
Antidilutive Securities Excluded from Computation of Earnings Per Share, Amount	2,000	1,000	24,000	55,000

(in thousands, except per share data)	FY 2023	FY 2024	FY 2025	TTM
Accounts Receivable, after Allowance for Credit Loss	$109,076	$117,207	$102,733	$101,514
Property, Plant and Equipment, Net	$26,216	$22,718	$21,891	$22,146
Intangible Assets, Net (Excluding Goodwill)	$432,119	$378,229	$327,409	$599,178
Goodwill	$397,098	$397,098	$397,098	$640,791
Deferred Income Tax Assets, Net	$25,024	$23,206	$18,578	$16,322
Operating Lease, Right-of-Use Asset	$63,200	$57,131	$75,166	$75,400
Assets	$3,678,629	$3,994,494	$4,291,200	$4,536,350
Temporary Equity, Carrying Amount, Including Portion Attributable to Noncontrolling Interests	$104,869	$107,282	$102,934	$205,321
Employee-related Liabilities	$200,837	$224,501	$197,745	$93,978
Accounts Payable and Accrued Liabilities	$38,756	$49,492	$54,520	$51,678
Business Combination, Contingent Consideration, Liability	$90,938	$63,505	$39,108	$122,669
Long-term Debt	$253,412	$232,130	$389,957	$418,627
Operating Lease, Liability	$78,142	$70,037	$93,225	$94,117
Other Liabilities	$91,471	$15,932	$20,821	$31,290
Liabilities	$2,705,471	$2,985,576	$3,253,421	$3,384,674
Stockholders' Equity, Including Portion Attributable to Noncontrolling Interest	$868,289	$901,636	$934,845	$946,355
Common Stock, Value, Issued	$122	$122	$123	$124
Additional Paid in Capital, Common Stock	$1,300,999	$1,319,108	$1,342,153	$1,355,079
Retained Earnings (Accumulated Deficit)	$207,356	$268,221	$340,898	$359,970
Accumulated Other Comprehensive Income (Loss), Net of Tax	$-87	$-364	$462	$234
Treasury Stock, Common, Value	$644,464	$689,594	$749,593	$770,128
Stockholders' Equity Attributable to Parent	$863,926	$897,493	$934,043	$945,279
Common Stock, Shares Authorized	1,000,000,000	1,000,000,000	1,000,000,000	1,000,000,000
Common Stock, Shares, Issued	12,163,228	12,243,880	12,319,278	12,390,279
Common Stock, Shares, Outstanding	7,087,728	6,967,147	6,695,181	6,622,622
Treasury Stock, Common, Shares	5,075,500	5,276,733	5,624,097	5,767,657

(in thousands, except per share data)	FY 2023	FY 2024	FY 2025

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Import this data to Google Sheets with:

=jivedata("VRTS","financials")

Full statements spill as a table. For one cell: =jivedata("VRTS","Revenue") or =jivedata("VRTS","Revenue","TTM"). Install the Jive Data add-on, then paste into a cell.