Virtu Financial, Inc. Q2 FY2023 Earnings Call
· Earnings call transcript and AI-powered summary
- Adjusted Net Trading Income (NTI): $279 million for Q2 2023, averaging $4.5 million per day.
- Segment NTI Performance:
- Market Making: $193 million or $3.1 million/day.
- Execution Services: $85 million or $1.4 million/day.
- Normalized Adjusted EPS: $0.37 for Q2, reflecting a sequential decrease (Q1 2023 EPS not specified for direct comp).
- Adjusted EBITDA: $122 million with a margin of 44%, unchanged QoQ.
- Cost Management:
- Cash operating expenses for H1 2023: $322 million, up ~3% annualized vs full-year 2022.
- Cash comp ratio remains high at 25%, top of historical range.
- Capital Return:
- Dividend: $0.24 per quarter maintained (annual $0.96).
- Share repurchases: 2.3 million shares (~$42 million) in Q2; total of 38.5 million shares repurchased since program inception.
- YTD buybacks reach $118 million, outpacing annualized guidance pace.
- Strategic Investments:
- Since Jan 2021: Hired ~300 employees in growth areas (options, ETFs, fixed income).
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