secwatch.observer — SEC 8-K summary
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Issuer:     VIRTUS INVESTMENT PARTNERS, INC. (VRTS)
CIK:        0000883237
Form:       8-K
Filed at:   2026-04-17T23:59:59+00:00
Accession:  0000883237-26-000017
Event type: other_material
Sentiment:  neutral
Materiality: 0.55
Item codes: 7.01, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

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

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/883237/000088323726000017/0000883237-26-000017-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/883237/000088323726000017/vrts-20260417.htm
  HTML page:      https://secwatch.observer/filing/0000883237-26-000017

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