Virtu Financial, Inc. Q3 FY2021 Earnings Call
· Earnings call transcript and AI-powered summary
- Adjusted EPS: $0.70, increased 11% compared to Q2 2021.
- Adjusted Net Trading Income (NTI): $354M for Q3, or $5.5M/day. This was down 2% YoY (vs Q3 2020), but up 2% sequentially (vs Q2 2021).
- Market Making NTI: $249M or $3.9M/day, down 3% YoY, but up 5% from Q2 2021.
- Execution Services NTI: $106M or $1.65M/day, up 1% YoY, down 5% Q/Q.
- Adjusted EBITDA: $210.8M (up from $196.8M in Q2); margin of 59.5% (an increase of two points from Q2).
- Dividend: $0.24/share maintained.
- Share Repurchases:
- $139M in Q3 (5.4M shares @ $25.71 average price).
- Total buybacks since program began now at $361M (13.4M shares).
- New $750M repurchase authorization announced over next two years.
Key Business Developments
- Options Market Making: Continued expansion in symbols and venues. Strong quarter despite industry-wide 15% drop in options trading volumes vs early 2021. Virtu intends to begin participating in the U.S. retail options (605) market early in 2022.
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