---
schema_version: "secwatch.filing_event.v1"
accession: "0000883237-26-000017"
form_type: "8-K"
ticker: "VRTS"
cik: "0000883237"
company_name: "VIRTUS INVESTMENT PARTNERS, INC."
filed_at: "2026-04-17T23:59:59+00:00"
generated_at: "2026-05-15T05:40:05.831573+00:00"
event_type: "other_material"
sentiment: "neutral"
materiality_score: 0.55
calibrated_materiality_score: 0.55
confidence: "high"
source: SEC EDGAR
---

# Virtus to include tax benefits from goodwill amortization in adjusted EPS and tax rate starting Q1 2026

## Summary
- 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.

## SEC filing metadata
- accession: 0000883237-26-000017
- form_type: 8-K
- ticker: VRTS
- cik: 0000883237
- company_name: VIRTUS INVESTMENT PARTNERS, INC.
- filed_at: 2026-04-17T23:59:59+00:00
- event_type: other_material
- sentiment: neutral
- materiality_score: 0.55
- calibrated_materiality_score: 0.55
- confidence: high
- sec_items: 7.01, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/883237/000088323726000017/0000883237-26-000017-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/883237/000088323726000017/vrts-20260417.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0000883237-26-000017
- JSON: https://secwatch.observer/filing/0000883237-26-000017.json
- Plain text: https://secwatch.observer/filing/0000883237-26-000017.txt

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