{"filings":[{"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. Weisenseel to Board and Audit Committee","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["John C. Weisenseel appointed director effective Dec 9, 2024; also joins Audit Committee.","Weisenseel served as CFO of AllianceBernstein LP (2012-2021), previously CFO of Standard & Poor's.","Compensation follows standard non-employee director program; pro-rata cash retainer for 2024.","No arrangement with any person for selection; no family relationships or material transactions disclosable."],"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":201111,"accession_number":"0000883237-24-000113","cik":883237,"company_name":"VIRTUS INVESTMENT PARTNERS, INC.","ticker":"VRTS","form_type":"8-K","filed_at":"2024-10-25T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Virtus Investment Partners Q3 EPS $5.71 GAAP, $6.92 adjusted; AUM $183.7B","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["GAAP diluted EPS $5.71 vs $4.19 YoY; adjusted EPS $6.92.","Revenue $227.0M, up 4% YoY; operating income $55.3M, up 23%.","Net flows -$1.7B in Q3; total AUM $183.7B.","Operating margin improved to 24.3% from 20.5% YoY.","Weighted avg diluted shares 7.176M, down 3% YoY."],"consensus_eps_estimate":null,"consensus_eps_actual":12.23,"consensus_revenue_estimate":null,"consensus_revenue_actual":673455000.0,"consensus_period":"2024-Q3","consensus_source":"xbrl_only","sentiment":"positive","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":217128,"accession_number":"0000883237-24-000092","cik":883237,"company_name":"VIRTUS INVESTMENT PARTNERS, INC.","ticker":"VRTS","form_type":"8-K","filed_at":"2024-07-26T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Virtus Q2 GAAP EPS $2.43 (-41% YoY); adj EPS $6.53; AUM $173.6B; net outflows $2.6B","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["GAAP net income $17.6M, down 42% YoY; diluted EPS $2.43 vs $4.10.","Adjusted diluted EPS $6.53; total revenues $224.4M, up 5% YoY.","Assets under management $173.6B; total sales $6.1B; net flows -$2.6B.","Operating margin improved to 19.7% from 18.3% YoY; operating income $44.2M, up 13%."],"consensus_eps_estimate":null,"consensus_eps_actual":6.54,"consensus_revenue_estimate":null,"consensus_revenue_actual":446426000.0,"consensus_period":"2024-Q2","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":236901,"accession_number":"0000883237-24-000061","cik":883237,"company_name":"VIRTUS INVESTMENT PARTNERS, INC.","ticker":"VRTS","form_type":"8-K","filed_at":"2024-05-16T23:59:59+00:00","items":["5.02","5.07","9.01"],"status":"ready","headline":"Shareholders approve Virtus Omnibus Incentive Plan amendment adding 455,000 shares","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Shareholders approved increase in shares authorized under the Omnibus Incentive Plan by 455,000, with 5,309,897 for, 559,150 against, 2,847 abstain.","All director nominees (Timothy A. Holt, Melody L. Jones) were elected with over 5.4M for each; no withhold votes against.","Advisory vote on executive compensation passed with 5,458,051 for, 408,985 against.","Ratification of Deloitte & Touche as independent auditor for FY 2024 approved with 6,165,122 for."],"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":0.35,"calibrated_materiality_score":0.35,"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":236900,"accession_number":"0000883237-24-000044","cik":883237,"company_name":"VIRTUS INVESTMENT PARTNERS, INC.","ticker":"VRTS","form_type":"8-K","filed_at":"2024-04-26T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Virtus Q1 GAAP EPS $4.10, adjusted EPS $5.41; revenue $222M up 12% YoY","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["GAAP diluted EPS $4.10 vs $5.21 in Q1 2023 (-21%); adjusted diluted EPS $5.41.","Revenue $222.0M, +12% YoY; operating income $32.3M (+13%); net income $29.9M (-23% YoY).","Assets under management $179.3B; total sales $7.6B; net outflows of $1.2B.","Operating margin 14.5% vs 14.4% a year ago, down from 18.2% sequentially.","Weighted avg diluted shares 7.287M vs 7.410M a year ago."],"consensus_eps_estimate":null,"consensus_eps_actual":4.1,"consensus_revenue_estimate":null,"consensus_revenue_actual":222042000.0,"consensus_period":"2024-Q1","consensus_source":"xbrl_only","sentiment":"neutral","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}],"next_cursor":null}