Equities

Virtus Convertible & Income Fund II

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Virtus Convertible & Income Fund II

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FinancialsClosed End Investments
  • Price (USD)14.89
  • Today's Change0.08 / 0.54%
  • Shares traded38.92k
  • 1 Year change+14.98%
  • Beta1.1683
Data delayed at least 15 minutes, as of Feb 13 2026 21:00 GMT.
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Notice
Important Notice
Please note that effective 5th February, 2026 the Financial Times will no longer publish or present securities from the Nairobi Stock Exchange.

Profile data is unavailable for this security.

About the company

Virtus Convertible & Income Fund II (the Fund) is a diversified, closed-end management investment company. The Fund’s investment objective is to provide total return through a combination of capital appreciation and high current income. The Fund invests in a diversified portfolio of domestic convertible securities and high-yield bonds. The Fund seeks to invest at least 50% of its total assets in convertible securities, but determines its allocation based on changes in equity prices, changes in interest rates, and other economic and market factors. The Fund's investment advisor is Virtus Investment Advisers, Inc.

  • Revenue in USD (TTM)17.60m
  • Net income in USD45.32m
  • Incorporated2003
  • Employees--
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Peer analysis

Key Information
CompanyRevenue (TTM)Net income (TTM)Market capEmployeesPrice/earnings (TTM)Price/book value (MRQ)Price/cash flow (TTM)Price/sales (TTM)EPS (excl. extraordinary items, TTM)EPS (incl. extraordinary items, TTM)Revenue per share (TTM)Book value per share (MRQ)Asset turnover (TTM)Inventory turnover (TTM)Receivables turnover (TTM)Revenues per employee (TTM)Return on avg assets (TTM)Return on avg assets (5 yr avg)Return on investment (TTM)Return on investment (5 yr avg)Gross margin (TTM)Gross margin
(5 yr avg)
Net profit margin (TTM)Net Profit margin
(5 yr avg)
Quick ratio (MRQ)Interest coverage (TTM)Total debt to capital (MRQ)Payout ratio
(5 yr avg)
Revenue
(YOY change %)
Revenue
(5 yr growth rate)
Net income
(YOY change %)
Net income
(5 yr growth rate)
Capital expenditure
(5 yr growth rate)
Dividend
(5 yr growth rate)
Axiom Intelligence Acquisition Corp 1-100.00bn-100.00bn275.67m----1.41----------7.16----------------------------0.00--------------
Eaton Vance National Municipl Opprtnt Tr15.59m-1.93m276.09m----0.9832--17.71-0.1237-0.12370.997817.970.047--3.55---0.5831.14-0.67061.2779.3380.33-12.4026.01--0.86110.00305.100.71840.0084-66.53-5.02---2.42
Pyrophyte Acquisition Corp II-100.00bn-100.00bn276.21m----0.3772----------26.86----------------------------0.00--------------
Thayer Ventures Acquisition II Corp0.002.27m277.13m--115.230.3477----0.08840.08840.0029.30----------------------------0.00--------------
Jaws Mustang Acquisition Corp0.001.24m277.56m--232.49------0.0460.0460.00-0.18670.00------14.39--25.24-----------------------68.39------
Virtus Diversified Income & Convrtble Fd9.86m43.23m278.51m--6.441.14--28.264.174.170.949923.590.0286--5.51--12.568.4112.748.5731.3419.48438.70379.63----0.3002109.8018.022.06157.42-0.5544--1.55
Legato Merger Corp III0.007.90m281.73m--35.671.32----0.30610.30610.008.250.00------3.66--3.66--------------0.00-------3.87------
Virtus Convertible & Income Fund II17.60m45.32m283.34m--6.251.05--16.102.382.380.924919.890.0411--3.14--11.983.1713.103.4072.5773.67291.6584.23----0.1114250.25-1.97-15.553,242.2314.41---8.21
Blue Acquisition Corp-100.00bn-100.00bn284.93m----0.4039----------25.23----------------------------0.00--------------
Artius II Acquisition Inc-100.00bn-100.00bn286.71m----1.34----------7.71----------------------------0.00--------------
RiverNorth Mngd Durtn Mncpl Inc Fund Inc23.22m-12.86m287.61m----0.99--12.38-0.6514-0.65141.1814.720.046--4.04---2.551.41-2.561.4436.5438.82-55.3736.68--0.39060.3912273.418.314.71-150.89----3.45
NewHold Investment Corp III0.004.14m287.97m--68.720.3471----0.15180.15180.0030.050.00------3.96--3.97--------------0.00--------------
Iron Horse Acquisitions Corp II-100.00bn-100.00bn289.39m-----------------0.0056----------------------------1.92--------------
Sprott Focus Trust Inc8.23m13.23m289.90m--22.101.17--35.240.44260.44260.27488.380.0324--20.09--5.217.275.247.2966.8064.36160.85249.78----0.006292.11-5.207.22-92.83-49.19--5.45
General Purpose Acquisition Corp-100.00bn-100.00bn291.16m-----------------0.001--------------------------------------------
Data as of Feb 13 2026. Currency figures normalised to Virtus Convertible & Income Fund II's reporting currency: US Dollar USD

Institutional shareholders

31.00%Per cent of shares held by top holders
HolderShares% Held
Parametric Portfolio Associates LLCas of 30 Sep 20251.95m10.24%
Advisors Asset Management, Inc.as of 31 Dec 20251.05m5.53%
Morgan Stanley Smith Barney LLC (Investment Management)as of 30 Sep 2025954.85k5.02%
Penserra Capital Management LLCas of 30 Sep 2025523.38k2.75%
Congress Park Capital LLCas of 31 Dec 2025520.12k2.73%
Cohen & Steers Capital Management, Inc.as of 30 Sep 2025285.04k1.50%
LPL Financial LLCas of 30 Sep 2025224.13k1.18%
Prevail Innovative Wealth Advisors LLCas of 31 Dec 2025144.55k0.76%
Merrill Lynch, Pierce, Fenner & Smith, Inc. (Invt Mgmt)as of 30 Sep 2025124.79k0.66%
Osaic Wealth, Inc. (Investment Management)as of 30 Sep 2025121.27k0.64%
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Data from 30 Sep 2025 - 31 Dec 2025Source: FactSet Research Systems Inc.
Data Provided by LSEG
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