Summit Global Investments Takes Position in Virtu Financial, Inc. $VIRT

Summit Global Investments purchased a new stake in Virtu Financial, Inc. (NASDAQ:VIRT) during the third quarter, according to its most recent filing with the SEC. The firm purchased 31,247 shares of the financial services provider’s stock, valued at approximately $1,109,000.

A number of other institutional investors have also modified their holdings of VIRT. First Trust Advisors LP raised its stake in Virtu Financial by 170.7% in the second quarter. First Trust Advisors LP now owns 555,712 shares of the financial services provider’s stock valued at $24,890,000 after buying an additional 350,401 shares during the last quarter. Hennessy Advisors Inc. acquired a new stake in shares of Virtu Financial in the second quarter worth $11,475,000. Allspring Global Investments Holdings LLC grew its position in Virtu Financial by 23.2% during the 3rd quarter. Allspring Global Investments Holdings LLC now owns 1,183,268 shares of the financial services provider’s stock worth $40,373,000 after purchasing an additional 222,862 shares during the period. Gabelli Funds LLC acquired a new stake in Virtu Financial during the second quarter worth about $7,490,000. Finally, Allianz Asset Management GmbH grew its stake in shares of Virtu Financial by 13.2% during the 2nd quarter. Allianz Asset Management GmbH now owns 1,202,847 shares of the financial services provider’s stock worth $53,876,000 after purchasing an additional 139,836 shares during the period. 45.78% of the stock is currently owned by institutional investors.

Virtu Financial News Roundup

Here are the key news stories impacting Virtu Financial this week:

• Positive Sentiment: Quarterly beat — Virtu reported normalized adjusted EPS of $1.85 (versus consensus ~$1.12) and total Q4 revenue of $969.9M, driven by stronger market‑making and higher trading income; adjusted EBITDA and margins expanded materially, supporting near‑term profitability expectations. Virtu Announces Fourth Quarter 2025 Results
• Positive Sentiment: Capital return and shareholder actions — Board declared a $0.24 quarterly dividend (payable Mar 16) and management repurchased $135.3M of shares in 2025; management also signaled an incremental $625M of capital deployment and a target to return 100% in 2025, which supports buyback/dividend-driven EPS accretion. Virtu targets further capital deployment
• Positive Sentiment: Strong underlying metrics — Q4 net income, adjusted net trading income and normalized adjusted EPS all rose year-over-year; full‑year 2025 results show higher revenues and improved operating leverage, reinforcing fundamentals. (See earnings release/slide deck for segment detail.) Press Release / Slide Deck
• Neutral Sentiment: Market commentary and valuation checks — Several outlets published valuation and analysis pieces after the share‑price move; price targets vary (median ~$41.5), reflecting mixed views on sustainable growth vs. current valuation. Assessing Virtu Financial Valuation
• Neutral Sentiment: Investor materials available — Management hosted an earnings call and released a slide deck and presentation (useful for modeling revenue drivers and segment trends). Earnings Call Presentation
• Negative Sentiment: Leverage has risen — Long‑term borrowings are ~ $2.07B as of 12/31/25; higher financing expense and leverage could pressure cash flow flexibility if market conditions deteriorate. Financial Condition / Debt
• Negative Sentiment: Insider selling and mixed analyst stance — Recent insider sales and at least one recent underweight from Morgan Stanley, plus divergent price targets, add caution around near‑term sentiment and upside conviction. QuiverQuant summary (includes insider activity)

Analysts Set New Price Targets

A number of equities research analysts have recently commented on the company. Morgan Stanley raised their target price on Virtu Financial from $35.00 to $36.00 and gave the company an “underweight” rating in a research report on Thursday, January 22nd. Piper Sandler raised their price objective on Virtu Financial from $51.00 to $54.00 and gave the company an “overweight” rating in a report on Wednesday, January 14th. Bank of America raised shares of Virtu Financial from a “neutral” rating to a “buy” rating and set a $45.00 target price on the stock in a research note on Tuesday, October 28th. Finally, The Goldman Sachs Group lifted their price target on Virtu Financial from $36.00 to $40.00 and gave the stock a “neutral” rating in a report on Friday. Two investment analysts have rated the stock with a Buy rating, four have given a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat, Virtu Financial has a consensus rating of “Hold” and an average price target of $43.00.

Virtu Financial Price Performance

Shares of NASDAQ VIRT opened at $41.46 on Friday. The stock’s 50-day moving average is $35.00 and its two-hundred day moving average is $36.94. The company has a debt-to-equity ratio of 1.11, a current ratio of 0.49 and a quick ratio of 0.49. Virtu Financial, Inc. has a 1-year low of $31.55 and a 1-year high of $45.77. The company has a market cap of $6.34 billion, a price-to-earnings ratio of 11.98, a price-to-earnings-growth ratio of 1.14 and a beta of 0.58.

Virtu Financial (NASDAQ:VIRT) last released its quarterly earnings data on Thursday, January 29th. The financial services provider reported $1.85 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.12 by $0.73. The business had revenue of $969.89 million during the quarter, compared to analysts’ expectations of $513.51 million. Virtu Financial had a net margin of 10.43% and a return on equity of 32.08%. The company’s revenue for the quarter was up 16.3% on a year-over-year basis. During the same period in the previous year, the company earned $1.14 EPS. Analysts forecast that Virtu Financial, Inc. will post 3.13 EPS for the current fiscal year.

Virtu Financial Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Monday, March 16th. Investors of record on Friday, February 27th will be issued a $0.24 dividend. This represents a $0.96 dividend on an annualized basis and a yield of 2.3%. The ex-dividend date of this dividend is Friday, February 27th. Virtu Financial’s dividend payout ratio is 20.78%.

Virtu Financial Company Profile

Virtu Financial, Inc (NASDAQ: VIRT) is a leading global electronic trading firm specializing in market making, liquidity provision and trade execution services across a broad range of asset classes. Leveraging advanced quantitative models and proprietary trading technology, Virtu provides continuous bid and ask quotes in equities, fixed income, foreign exchange, commodities and digital assets. The firm’s infrastructure is designed to operate at high speeds and low latencies, enabling tight spreads and efficient price discovery for its clients.

In addition to its market-making activities, Virtu offers agency execution services, algorithmic trading strategies and transaction cost analysis tools.