{"filings":[{"id":2383436,"accession_number":"0000883237-26-000052","cik":883237,"company_name":"VIRTUS INVESTMENT PARTNERS, INC.","ticker":"VRTS","form_type":"8-K","filed_at":"2026-08-20T20:37:00+00:00","items":["5.02","9.01"],"status":"ready","headline":"Virtus appoints John T. 'Jack' Boyce to board and Audit Committee","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["John T. Boyce appointed to Virtus board and Audit Committee effective Aug 19, 2026.","Boyce, 66, brings 25+ years in asset management; led North America distribution at Insight Investment 2018-2023.","Compensated per non-employee director program; pro rata cash retainer and equity award for remainder of 2026.","No arrangements with other persons, no family ties, no material interests in transactions per Item 404(a)."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.3,"calibrated_materiality_score":0.3,"market_cap_usd":886050000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":1949844,"accession_number":"0000883237-26-000041","cik":883237,"company_name":"VIRTUS INVESTMENT PARTNERS, INC.","ticker":"VRTS","form_type":"8-K","filed_at":"2026-07-30T11:02:44+00:00","items":["2.02","9.01"],"status":"ready","headline":"Virtus Q2 2026 EPS $6.68, revenue $201.4M, AUM $152.2B, net flows -$5.6B","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["GAAP diluted EPS $6.68 (+9% YoY); adjusted diluted EPS $5.54.","Revenue $201.4M (-4% YoY); operating income $27.3M (-40% YoY); operating margin 13.6% vs 21.5%.","Net flows ($5.6B); total sales $6.1B; AUM $152.2B.","Net income attributable to Virtus $45.3M (+7% YoY)."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":886050000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":555279,"accession_number":"0000883237-26-000036","cik":883237,"company_name":"VIRTUS INVESTMENT PARTNERS, INC.","ticker":"VRTS","form_type":"8-K","filed_at":"2026-05-20T20:30:08+00:00","items":["5.07","9.01"],"status":"ready","headline":"Virtus shareholders elect directors, ratify Deloitte, approve say-on-pay at 2026 meeting","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["All seven director nominees elected; highest vote for George R. Aylward with 5,244,294 for.","Ratification of Deloitte & Touche as auditor for FY2026: 5,803,726 for, 100,590 against, 40,210 abstain.","Advisory vote on executive compensation approved: 5,171,978 for, 94,981 against, 32,315 abstain, 645,252 broker non-votes."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.1,"calibrated_materiality_score":0.1,"market_cap_usd":886050000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":443996,"accession_number":"0000883237-26-000032","cik":883237,"company_name":"VIRTUS INVESTMENT PARTNERS, INC.","ticker":"VRTS","form_type":"8-K/A","filed_at":"2026-05-14T20:43:06+00:00","items":["9.01"],"status":"ready","headline":"Virtus acquires 56% of Keystone for $308.2M; expands into private credit","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Total purchase price $308.2M: $198.8M cash at close, $109.4M contingent consideration (deferred cash $88.1M, earn-out $21.3M).","Keystone generated $60.9M in management fee revenue and $40.9M net income for FY2025.","Pro forma balance sheet adds $307M intangible assets and $246M goodwill; Virtus incurs $50M additional debt.","Acquisition closed March 1, 2026; Keystone specializes in asset-centric private credit."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":886050000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":99407,"accession_number":"0000883237-26-000020","cik":883237,"company_name":"VIRTUS INVESTMENT PARTNERS, INC.","ticker":"VRTS","form_type":"8-K","filed_at":"2026-05-01T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Virtus Q1 GAAP EPS $1.05, adjusted $5.38; revenue $199.5M; net outflows $8.4B","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["GAAP diluted EPS $1.05 vs. $4.05 in Q1 2025 (-74%); adjusted diluted EPS $5.38.","Revenue $199.5M (-8% YoY); operating income $15.4M (-58% YoY); operating margin 7.7%.","Net income attributable to Virtus $7.1M, down 75% from $28.6M in Q1 2025.","Total sales $5.8B; net flows ($8.4B); assets under management $149.0B at quarter end."],"consensus_eps_estimate":null,"consensus_eps_actual":1.05,"consensus_revenue_estimate":null,"consensus_revenue_actual":199535000.0,"consensus_period":"2026-Q1","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":886050000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":99406,"accession_number":"0000883237-26-000017","cik":883237,"company_name":"VIRTUS INVESTMENT PARTNERS, INC.","ticker":"VRTS","form_type":"8-K","filed_at":"2026-04-17T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"Virtus to include tax benefits from goodwill amortization in adjusted EPS and tax rate starting Q1 2026","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Revised non-GAAP measures now include economic tax benefit realized on amortization of goodwill and intangible assets.","For FY2025, revised adjusted EPS $27.79 vs historical $25.15; difference of $2.64 per share.","Revised non-GAAP effective tax rate for FY2025 is 18.5% vs historical 26.0%.","No impact on adjusted revenues, operating expenses, operating income, or operating margin.","Reconciliations for Q1 2024 through Q4 2025 provided in Exhibit 99.1; effective with Q1 2026 results."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":886050000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":115384,"accession_number":"0000883237-26-000012","cik":883237,"company_name":"VIRTUS INVESTMENT PARTNERS, INC.","ticker":"VRTS","form_type":"8-K","filed_at":"2026-03-02T23:59:59+00:00","items":["2.01","7.01","9.01"],"status":"ready","headline":"Virtus closes $295M+ majority acquisition of Keystone National Group, expanding into private credit","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Acquired 56% of Keystone for $200M cash at close plus $65M (yr 1), $30M (yr 2), up to $75M contingent on revenue.","Keystone managed $2.5B in assets as of Dec 31, 2025; specializes in asset-backed lending across equipment, real estate, financial assets.","Keystone management retains autonomy and significant equity stake; Virtus gains distribution support for private markets.","Deal expands Virtus' multi-boutique model into private credit; funded from existing balance sheet."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":886050000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":115383,"accession_number":"0000883237-26-000004","cik":883237,"company_name":"VIRTUS INVESTMENT PARTNERS, INC.","ticker":"VRTS","form_type":"8-K","filed_at":"2026-02-06T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Virtus Q4 2025 GAAP EPS $5.17, adjusted $6.50; revenue $208M (-11% YoY); net outflows $8.1B","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["GAAP diluted EPS $5.17; adjusted diluted EPS $6.50.","Revenue $208.0M, down 11% YoY from $233.5M.","Net outflows of ($8.1B) on total sales $5.3B; AUM $159.5B.","Net income attributable to Virtus $35.5M, up 7% YoY.","Operating margin 19.1% vs 21.7% in Q4 2024."],"consensus_eps_estimate":null,"consensus_eps_actual":19.97,"consensus_revenue_estimate":null,"consensus_revenue_actual":852865000.0,"consensus_period":"2025-FY","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":886050000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":131796,"accession_number":"0000883237-25-000133","cik":883237,"company_name":"VIRTUS INVESTMENT PARTNERS, INC.","ticker":"VRTS","form_type":"8-K","filed_at":"2025-12-16T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Virtus completes 35% minority investment in Crescent Cove, adding private credit capability","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Acquired 35% minority interest in Crescent Cove Advisors, a San Francisco-based private credit firm.","Crescent Cove manages ~$1.0B in assets (as of Nov 30, 2025), focused on direct lending to high-growth tech companies.","Transaction funded from existing resources; specific terms not disclosed.","Crescent Cove founded in 2016, offers venture and growth credit asset class.","Partnership broadens Virtus’ multi-manager platform into private markets."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":886050000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":131795,"accession_number":"0000883237-25-000131","cik":883237,"company_name":"VIRTUS INVESTMENT PARTNERS, INC.","ticker":"VRTS","form_type":"8-K","filed_at":"2025-12-05T23:59:59+00:00","items":["1.01","7.01","9.01"],"status":"ready","headline":"Virtus Investment Partners to acquire majority stake in Keystone for up to $370M","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Initial purchase price $200M cash at close, plus $65M year 1, $30M year 2, and up to $75M contingent on revenue targets.","Keystone manages $2.5B in private credit specializing in asset-backed lending; has deployed $6B since inception.","Transaction expected to close in Q1 2026 subject to client consents, regulatory approvals, and fund board/shareholder approvals.","Virtus expects to finance with existing balance sheet resources; deal accretive to 2026 earnings.","Keystone's management retains equity and enters long-term employment agreements; maintains investment autonomy."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":886050000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":131794,"accession_number":"0000883237-25-000122","cik":883237,"company_name":"VIRTUS INVESTMENT PARTNERS, INC.","ticker":"VRTS","form_type":"8-K","filed_at":"2025-10-24T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Virtus Q3 EPS $4.65; adj. EPS $6.69; revenue down 5% YoY; net outflows $3.9B","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["GAAP diluted EPS $4.65 vs $5.71 YoY; adjusted diluted EPS $6.69.","Revenue $216.4M, down 5% from $227.0M YoY; operating margin 21.7%.","Net income attributable to Virtus $31.9M, down 22% YoY.","Total sales $6.3B; net flows ($3.9B); AUM $169.3B.","Weighted avg diluted shares 6.867M for Q3 2025."],"consensus_eps_estimate":null,"consensus_eps_actual":14.81,"consensus_revenue_estimate":null,"consensus_revenue_actual":644842000.0,"consensus_period":"2025-Q3","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":886050000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":131793,"accession_number":"0000883237-25-000119","cik":883237,"company_name":"VIRTUS INVESTMENT PARTNERS, INC.","ticker":"VRTS","form_type":"8-K","filed_at":"2025-10-01T23:59:59+00:00","items":["1.01","1.02","2.03","9.01"],"status":"ready","headline":"Virtus enters new $400M term loan and $250M revolver, refinances prior credit facility","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["New $400.0M seven-year term loan and $250.0M five-year revolving facility, dated September 26, 2025.","Proceeds used to refinance existing 2021 term loan, pay fees, and general corporate purposes.","Interest at Term SOFR + 2.25% or alternate base rate + 1.25%, borrower's option.","Prior September 2021 credit agreement and related guarantee and collateral agreements terminated.","Lenders include Morgan Stanley, Barclays, RBC Capital Markets, BofA Securities, JPMorgan as arrangers."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":886050000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":148389,"accession_number":"0000883237-25-000104","cik":883237,"company_name":"VIRTUS INVESTMENT PARTNERS, INC.","ticker":"VRTS","form_type":"8-K","filed_at":"2025-07-25T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Virtus Q2 EPS $6.12 ($6.25 adjusted), net income up 141% YoY to $42.4M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Diluted EPS of $6.12 vs $2.43 a year ago; adjusted diluted EPS $6.25.","Revenue $210.5M (-6% YoY); net income attributable to Virtus $42.4M (+141% YoY).","Operating margin improved to 21.5% vs 19.7% YoY; operating income $45.2M (+2%).","AUM $170.7B; total sales $5.6B; net outflows of $3.9B in Q2.","Sequentially, revenue down 3%, operating expenses down 9%, EPS up 51%."],"consensus_eps_estimate":null,"consensus_eps_actual":10.15,"consensus_revenue_estimate":null,"consensus_revenue_actual":428457000.0,"consensus_period":"2025-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":886050000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":167177,"accession_number":"0000883237-25-000099","cik":883237,"company_name":"VIRTUS INVESTMENT PARTNERS, INC.","ticker":"VRTS","form_type":"8-K","filed_at":"2025-06-30T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Director Susan S. Fleming to retire at end of term in May 2026","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Susan S. Fleming notified the company on June 27, 2025, of her retirement as director at the end of her term in May 2026.","She has served as a director since January 1, 2009, and chairs the Governance Committee; also on Audit Committee.","Dr. Fleming will continue to serve until the 2026 Annual Meeting and will not stand for re-election."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.25,"calibrated_materiality_score":0.25,"market_cap_usd":886050000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":167176,"accession_number":"0000883237-25-000054","cik":883237,"company_name":"VIRTUS INVESTMENT PARTNERS, INC.","ticker":"VRTS","form_type":"8-K","filed_at":"2025-05-14T23:59:59+00:00","items":["5.07","9.01"],"status":"ready","headline":"Virtus shareholders elect all six director nominees; say-on-pay passes at annual meeting","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["All six director nominees elected: Bain, Fleming, Holt, Jones, Morris, Weisenseel; each received >5.4M for vs <560K withheld.","Ratification of Deloitte & Touche as auditor: 5,821,458 for, 205,347 against.","Advisory 'say-on-pay' approved: 5,021,063 for, 412,858 against, 21,350 abstain.","Broker non-votes of 573,660 on director elections and say-on-pay."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.3,"calibrated_materiality_score":0.15,"market_cap_usd":886050000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":167175,"accession_number":"0000883237-25-000042","cik":883237,"company_name":"VIRTUS INVESTMENT PARTNERS, INC.","ticker":"VRTS","form_type":"8-K","filed_at":"2025-04-25T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Virtus Q1 2025 EPS $4.05 (adj. $5.73); AUM $167.5B; net outflows $3.0B","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["GAAP EPS $4.05 vs $4.10 YoY; adjusted EPS $5.73; net income $28.6M, down 4%.","Revenue $217.9M, down 2% YoY; operating income $36.6M, up 13%; margin 16.8%.","Total sales $6.2B; net flows ($3.0B); AUM $167.5B at March 31, 2025.","Weighted avg diluted shares 7.073M, down 3% YoY from share repurchases."],"consensus_eps_estimate":null,"consensus_eps_actual":4.05,"consensus_revenue_estimate":null,"consensus_revenue_actual":217932000.0,"consensus_period":"2025-Q1","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":886050000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":184535,"accession_number":"0000883237-25-000004","cik":883237,"company_name":"VIRTUS INVESTMENT PARTNERS, INC.","ticker":"VRTS","form_type":"8-K","filed_at":"2025-01-31T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Virtus Q4 adj EPS $7.50, revenue up 9% YoY; net outflows $4.8B","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["GAAP diluted EPS $4.66; adjusted diluted EPS $7.50.","Revenue $233.5M, up 9% YoY from $214.6M.","Operating margin 21.7% vs 18.2% in Q4 2023.","Net flows of ($4.8B); AUM $175.0B at quarter-end."],"consensus_eps_estimate":null,"consensus_eps_actual":16.89,"consensus_revenue_estimate":null,"consensus_revenue_actual":906949000.0,"consensus_period":"2024-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":886050000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":201112,"accession_number":"0000883237-24-000126","cik":883237,"company_name":"VIRTUS INVESTMENT PARTNERS, INC.","ticker":"VRTS","form_type":"8-K","filed_at":"2024-12-11T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Virtus appoints John C. 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Holt, Melody L. 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Net income $30.8M, down 13% YoY.","Revenue $214.6M, up 8% YoY; operating margin 18.2% vs 15.7% prior year.","Assets under management $172.3B; total sales $6.2B, net flows negative $3.8B.","Operating expenses $175.6M, up 5% YoY; operating income $39.0M, up 25% YoY."],"consensus_eps_estimate":null,"consensus_eps_actual":17.71,"consensus_revenue_estimate":null,"consensus_revenue_actual":845268000.0,"consensus_period":"2023-FY","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":886050000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":254501,"accession_number":"0000883237-24-000003","cik":883237,"company_name":"VIRTUS INVESTMENT PARTNERS, INC.","ticker":"VRTS","form_type":"8-K","filed_at":"2024-01-05T23:59:59+00:00","items":["3.01","7.01","9.01"],"status":"ready","headline":"Virtus Investment Partners to transfer stock listing from NASDAQ to NYSE on Jan 17, 2024","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Common stock will trade on NYSE under ticker VRTS starting January 17, 2024.","NASDAQ trading ends at market close on January 16, 2024.","Firm had $165.5B in AUM as of November 30, 2023.","CEO George Aylward cited 15th anniversary as independent public company in announcement."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.3,"calibrated_materiality_score":0.3,"market_cap_usd":886050000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":271976,"accession_number":"0000883237-23-000134","cik":883237,"company_name":"VIRTUS INVESTMENT PARTNERS, INC.","ticker":"VRTS","form_type":"8-K","filed_at":"2023-10-27T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Virtus Q3 EPS $4.19 ($6.21 adjusted); AUM $162.5B; net outflows of $1.5B","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue of $219.3M, up 4% YoY and 3% QoQ; net income $30.9M, down 3% YoY.","GAAP diluted EPS $4.19 vs $4.25 a year ago; adjusted diluted EPS $6.21.","Total sales $5.8B; net outflows $1.5B; AUM $162.5B at quarter-end.","Operating margin 20.5% vs 20.9% a year ago; operating income $44.9M."],"consensus_eps_estimate":null,"consensus_eps_actual":13.5,"consensus_revenue_estimate":null,"consensus_revenue_actual":630681000.0,"consensus_period":"2023-Q3","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":886050000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":288825,"accession_number":"0000883237-23-000117","cik":883237,"company_name":"VIRTUS INVESTMENT PARTNERS, INC.","ticker":"VRTS","form_type":"8-K","filed_at":"2023-07-28T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Virtus Q2 2023 GAAP EPS $4.10, adjusted $5.43; 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revenue $252.1M, up 63% YoY","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["GAAP EPS $7.36; adjusted EPS $9.71 for Q3 2021.","Revenue $252.1M, +63% YoY and +3% sequentially.","Net income attributable to Virtus $58.7M vs $29.6M in Q3 2020.","Total sales $7.6B; net outflows of $0.6B; AUM $177.3B.","Operating margin 37.0%, up from 26.5% a year ago."],"consensus_eps_estimate":null,"consensus_eps_actual":19.72,"consensus_revenue_estimate":null,"consensus_revenue_actual":712972000.0,"consensus_period":"2021-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":886050000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":418775,"accession_number":"0000883237-21-000233","cik":883237,"company_name":"VIRTUS INVESTMENT PARTNERS, INC.","ticker":"VRTS","form_type":"8-K","filed_at":"2021-10-04T23:59:59+00:00","items":["1.01","1.02","2.03","7.01","9.01"],"status":"ready","headline":"Virtus closes $275M term loan and $175M revolver, lowers borrowing costs","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["New $275M term loan matures in 2028 at LIBOR+225bps, no floor (prior had 75bps floor).","New $175M revolving credit facility matures in 2026, replacing $100M facility.","Proceeds used to repay existing $194M term loan and for general corporate purposes.","CFO states refinancing lowers cost of capital, extends debt maturity profile."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":886050000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":436371,"accession_number":"0000883237-21-000212","cik":883237,"company_name":"VIRTUS INVESTMENT PARTNERS, INC.","ticker":"VRTS","form_type":"8-K","filed_at":"2021-07-28T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Virtus Q2 2021 EPS $7.86 (adj. $9.07); 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