---
schema_version: "secwatch.filing_event.v1"
accession: "0000883237-25-000119"
form_type: "8-K"
ticker: "VRTS"
cik: "0000883237"
company_name: "VIRTUS INVESTMENT PARTNERS, INC."
filed_at: "2025-10-01T23:59:59+00:00"
generated_at: "2026-05-17T05:11:14.778350+00:00"
event_type: "debt"
sentiment: "neutral"
materiality_score: 0.5
calibrated_materiality_score: 0.5
confidence: "high"
source: SEC EDGAR
---

# Virtus enters new $400M term loan and $250M revolver, refinances prior credit facility

## Summary
- 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.

## SEC filing metadata
- accession: 0000883237-25-000119
- form_type: 8-K
- ticker: VRTS
- cik: 0000883237
- company_name: VIRTUS INVESTMENT PARTNERS, INC.
- filed_at: 2025-10-01T23:59:59+00:00
- event_type: debt
- sentiment: neutral
- materiality_score: 0.5
- calibrated_materiality_score: 0.5
- confidence: high
- sec_items: 1.01, 1.02, 2.03, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/883237/000088323725000119/0000883237-25-000119-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/883237/000088323725000119/vrts-20250926.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0000883237-25-000119
- JSON: https://secwatch.observer/filing/0000883237-25-000119.json
- Plain text: https://secwatch.observer/filing/0000883237-25-000119.txt

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.