VRTS VIRTUS INVESTMENT PARTNERS, INC.

CIK 0000883237 39 ready 8-Ks latest August 20, 2026, 4:37 PM ET RSS · JSON

Activity: NORMAL 1 filings / 30d vs 1 baseline

Ready 8-Ks 39

Latest filing August 20, 2026, 4:37 PM ET

Top materiality 0.85

Event mix earnings ×21 · m_and_a ×5 · other_material ×5

Sentiment 12 pos · 8 neg · 19 neu

Latest earnings reported 2026-Q1

Executive change recent →

SHENANIGAN SCORE 1 / 7 see the board

Recent 8-K filings for VRTS

Highest-materiality recent filing

Virtus Q2 2021 EPS $7.86 (adj. $9.07); revenue $244M, up 84% YoY

July 28, 2021, 7:59 PM ET earnings materiality 0.85 positive item 2.02 item 9.01

GAAP diluted EPS $7.86 (up 450% YoY); adjusted diluted EPS $9.07.
Revenue $244.0M, up 84% YoY; operating income $86.4M, up 225%.

Read filing →

August 20, 2026, 4:37 PM ET leadership materiality 0.30 neutral item 5.02 item 9.01

Virtus appoints John T. 'Jack' Boyce to board and Audit Committee

John T. Boyce appointed to Virtus board and Audit Committee effective Aug 19, 2026.
July 30, 2026, 7:02 AM ET earnings materiality 0.70 neutral item 2.02 item 9.01

Virtus Q2 2026 EPS $6.68, revenue $201.4M, AUM $152.2B, net flows -$5.6B

GAAP diluted EPS $6.68 (+9% YoY); adjusted diluted EPS $5.54.
May 20, 2026, 4:30 PM ET other materiality 0.10 neutral item 5.07 item 9.01 ◈ Shareholder Votes ×3

Virtus shareholders elect directors, ratify Deloitte, approve say-on-pay at 2026 meeting

All seven director nominees elected; highest vote for George R. Aylward with 5,244,294 for.
May 14, 2026, 4:43 PM ET M&A materiality 0.80 positive item 9.01

Virtus acquires 56% of Keystone for $308.2M; expands into private credit

Total purchase price $308.2M: $198.8M cash at close, $109.4M contingent consideration (deferred cash $88.1M, earn-out $21.3M).
May 1, 2026, 7:59 PM ET earnings materiality 0.75 negative item 2.02 item 9.01 ◈ Earnings Releases

Virtus Q1 GAAP EPS $1.05, adjusted $5.38; revenue $199.5M; net outflows $8.4B

GAAP diluted EPS $1.05 vs. $4.05 in Q1 2025 (-74%); adjusted diluted EPS $5.38.
April 17, 2026, 7:59 PM ET other material materiality 0.55 neutral item 7.01 item 9.01

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

Revised non-GAAP measures now include economic tax benefit realized on amortization of goodwill and intangible assets.
March 2, 2026, 6:59 PM ET M&A materiality 0.80 positive item 2.01 item 7.01 item 9.01 ◈ M&A Transactions

Virtus closes $295M+ majority acquisition of Keystone National Group, expanding into private credit

Acquired 56% of Keystone for $200M cash at close plus $65M (yr 1), $30M (yr 2), up to $75M contingent on revenue.
February 6, 2026, 6:59 PM ET earnings materiality 0.70 neutral item 2.02 item 9.01

Virtus Q4 2025 GAAP EPS $5.17, adjusted $6.50; revenue $208M (-11% YoY); net outflows $8.1B

GAAP diluted EPS $5.17; adjusted diluted EPS $6.50.
December 16, 2025, 6:59 PM ET M&A materiality 0.60 positive item 8.01 item 9.01

Virtus completes 35% minority investment in Crescent Cove, adding private credit capability

Acquired 35% minority interest in Crescent Cove Advisors, a San Francisco-based private credit firm.
December 5, 2025, 6:59 PM ET M&A materiality 0.80 positive item 1.01 item 7.01 item 9.01 ◈ Material Agreements

Virtus Investment Partners to acquire majority stake in Keystone for up to $370M

Initial purchase price $200M cash at close, plus $65M year 1, $30M year 2, and up to $75M contingent on revenue targets.
October 24, 2025, 7:59 PM ET earnings materiality 0.70 negative item 2.02 item 9.01

Virtus Q3 EPS $4.65; adj. EPS $6.69; revenue down 5% YoY; net outflows $3.9B

GAAP diluted EPS $4.65 vs $5.71 YoY; adjusted diluted EPS $6.69.
October 1, 2025, 7:59 PM ET debt materiality 0.50 neutral item 1.01 item 1.02 item 2.03 item 9.01

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

New $400.0M seven-year term loan and $250.0M five-year revolving facility, dated September 26, 2025.
July 25, 2025, 7:59 PM ET earnings materiality 0.75 positive item 2.02 item 9.01

Virtus Q2 EPS $6.12 ($6.25 adjusted), net income up 141% YoY to $42.4M

Diluted EPS of $6.12 vs $2.43 a year ago; adjusted diluted EPS $6.25.
June 30, 2025, 7:59 PM ET leadership materiality 0.25 neutral item 5.02 item 9.01

Director Susan S. Fleming to retire at end of term in May 2026

Susan S. Fleming notified the company on June 27, 2025, of her retirement as director at the end of her term in May 2026.
May 14, 2025, 7:59 PM ET other material materiality 0.15 neutral item 5.07 item 9.01

Virtus shareholders elect all six director nominees; say-on-pay passes at annual meeting

All six director nominees elected: Bain, Fleming, Holt, Jones, Morris, Weisenseel; each received >5.4M for vs <560K withheld.
April 25, 2025, 7:59 PM ET earnings materiality 0.75 neutral item 2.02 item 9.01

Virtus Q1 2025 EPS $4.05 (adj. $5.73); AUM $167.5B; net outflows $3.0B

GAAP EPS $4.05 vs $4.10 YoY; adjusted EPS $5.73; net income $28.6M, down 4%.
January 31, 2025, 6:59 PM ET earnings materiality 0.75 positive item 2.02 item 9.01

Virtus Q4 adj EPS $7.50, revenue up 9% YoY; net outflows $4.8B

GAAP diluted EPS $4.66; adjusted diluted EPS $7.50.
December 11, 2024, 6:59 PM ET leadership materiality 0.25 neutral item 5.02 item 9.01

Virtus appoints John C. Weisenseel to Board and Audit Committee

John C. Weisenseel appointed director effective Dec 9, 2024; also joins Audit Committee.
October 25, 2024, 7:59 PM ET earnings materiality 0.70 positive item 2.02 item 9.01

Virtus Investment Partners Q3 EPS $5.71 GAAP, $6.92 adjusted; AUM $183.7B

GAAP diluted EPS $5.71 vs $4.19 YoY; adjusted EPS $6.92.
July 26, 2024, 7:59 PM ET earnings materiality 0.75 negative item 2.02 item 9.01

Virtus Q2 GAAP EPS $2.43 (-41% YoY); adj EPS $6.53; AUM $173.6B; net outflows $2.6B

GAAP net income $17.6M, down 42% YoY; diluted EPS $2.43 vs $4.10.
May 16, 2024, 7:59 PM ET other material materiality 0.35 neutral item 5.02 item 5.07 item 9.01 ◈ Shareholder Votes ×4

Shareholders approve Virtus Omnibus Incentive Plan amendment adding 455,000 shares

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.
April 26, 2024, 7:59 PM ET earnings materiality 0.60 neutral item 2.02 item 9.01 ◈ Earnings Releases

Virtus Q1 GAAP EPS $4.10, adjusted EPS $5.41; revenue $222M up 12% YoY

GAAP diluted EPS $4.10 vs $5.21 in Q1 2023 (-21%); adjusted diluted EPS $5.41.
February 2, 2024, 6:59 PM ET earnings materiality 0.70 negative item 2.02 item 9.01 ◈ Earnings Releases

Virtus Q4 2023 EPS $4.21 (adj $6.11); revenue up 8% but net outflows $3.8B

Diluted EPS $4.21 vs $4.77 YoY; adjusted EPS $6.11. Net income $30.8M, down 13% YoY.
January 5, 2024, 6:59 PM ET other material materiality 0.30 neutral item 3.01 item 7.01 item 9.01

Virtus Investment Partners to transfer stock listing from NASDAQ to NYSE on Jan 17, 2024

Common stock will trade on NYSE under ticker VRTS starting January 17, 2024.
October 27, 2023, 7:59 PM ET earnings materiality 0.55 neutral item 2.02 item 9.01 ◈ Earnings Releases

Virtus Q3 EPS $4.19 ($6.21 adjusted); AUM $162.5B; net outflows of $1.5B

Revenue of $219.3M, up 4% YoY and 3% QoQ; net income $30.9M, down 3% YoY.
July 28, 2023, 7:59 PM ET earnings materiality 0.65 neutral item 2.02 item 9.01 ◈ Earnings Releases

Virtus Q2 2023 GAAP EPS $4.10, adjusted $5.43; revenue $213.5M down 5% YoY

Revenue $213.5M (-5% YoY, +8% QoQ); operating income $39.0M (-31% YoY).
May 18, 2023, 7:59 PM ET other material materiality 0.20 neutral item 5.03 item 5.07 item 9.01 ◈ Shareholder Votes ×4◈ Governance Changes ×2

Virtus shareholders approve board declassification; re-elect directors

Shareholders approved amendment to declassify board starting 2024 with 6,010,899 votes for.
April 28, 2023, 7:59 PM ET earnings materiality 0.75 neutral item 2.02 item 9.01

Virtus Q1 EPS $5.21 ($4.20 adj); revenue $197.9M, down 22% YoY; AUM $154.8B

Diluted EPS $5.21 (up 23% YoY); adjusted diluted EPS $4.20.
April 7, 2023, 7:59 PM ET leadership materiality 0.50 neutral item 5.02 item 9.01 ◈ executive_change

Virtus Investment Partners Chief Legal Officer Wendy Hills to retire May 31, 2023

Wendy J. Hills, EVP, Chief Legal Officer, General Counsel and Secretary, retiring after 25 years in asset management.
February 3, 2023, 6:59 PM ET earnings materiality 0.75 negative item 2.02 item 9.01 ◈ Earnings Releases

Virtus Q4 2022 EPS $4.77, revenue down 25% YoY to $198.4M; net outflows of $3.4B

GAAP EPS $4.77 (diluted); adjusted EPS $5.17, down from $6.29 in Q4 2021.
October 26, 2022, 7:59 PM ET earnings materiality 0.80 negative item 2.02 item 9.01

Virtus Q3 EPS $4.25 ($5.76 adjusted); revenue $210.3M, down 17% YoY; AUM $145B

Diluted EPS $4.25 (GAAP); adjusted EPS $5.76; revenue $210.3M, down 17% from $252.1M YoY.
October 20, 2022, 7:59 PM ET M&A materiality 0.75 positive item 7.01 item 8.01 item 9.01

Virtus acquires AlphaSimplex Group, $10.9B alternative manager, from Natixis

AlphaSimplex has $10.9B AUM as of Sept 30, 2022; flagship ASFYX fund at $3.5B and 5-Star Morningstar rated.
July 29, 2022, 7:59 PM ET earnings materiality 0.75 negative item 2.02 item 9.01

Virtus Q2 GAAP EPS slumps to $2.29; adjusted EPS $6.86; AUM $155.4B

GAAP diluted EPS $2.29 vs $7.86 YoY (down 71%); adjusted diluted EPS $6.86.
May 18, 2022, 7:59 PM ET other materiality 0.15 neutral item 5.07 item 9.01

Virtus shareholders re-elect all director nominees and ratify Deloitte as auditor

All three Class II director nominees re-elected: Peter L. Bain, Susan S. Fleming, W. Howard Morris, each receiving ~6 million votes in favor.
April 29, 2022, 7:59 PM ET earnings materiality 0.75 negative item 2.02 item 9.01

Virtus Q1 EPS $4.22 GAAP ($7.87 adj.); AUM $183.3B; net outflows $2.0B

GAAP EPS $4.22 (diluted) vs $4.54 YoY, down 7%; adjusted EPS $7.87.
February 4, 2022, 6:59 PM ET earnings materiality 0.75 positive item 2.02 item 9.01

Virtus Q4 2021 EPS $6.29 GAAP, $10.36 adjusted; revenue up 55% YoY

GAAP diluted EPS of $6.29; adjusted diluted EPS of $10.36.
October 27, 2021, 7:59 PM ET earnings materiality 0.80 positive item 2.02 item 9.01

Virtus Q3 adjusted EPS $9.71; revenue $252.1M, up 63% YoY

GAAP EPS $7.36; adjusted EPS $9.71 for Q3 2021.
October 4, 2021, 7:59 PM ET debt materiality 0.60 positive item 1.01 item 1.02 item 2.03 item 7.01 item 9.01

Virtus closes $275M term loan and $175M revolver, lowers borrowing costs

New $275M term loan matures in 2028 at LIBOR+225bps, no floor (prior had 75bps floor).
July 28, 2021, 7:59 PM ET earnings materiality 0.85 positive item 2.02 item 9.01

Virtus Q2 2021 EPS $7.86 (adj. $9.07); revenue $244M, up 84% YoY

GAAP diluted EPS $7.86 (up 450% YoY); adjusted diluted EPS $9.07.

Executive changes

Departed

Wendy J. Hills

Chief Legal Officer, General Counsel and Secretary

VRTS · VIRTUS INVESTMENT PARTNERS, INC.

Effective: 2023-05-31
Filed: April 7, 2023, 7:59 PM ET

On April 3, 2023, Wendy J. Hills, Executive Vice President, Chief Legal Officer, General Counsel and Secretary of Virtus Investment Partners, Inc. (the “Company”), provided notice of her intention to retire from the full-time practice of law following 25 years of service in the asset management industry. Ms. Hills’ retirement is effective on May 31, 2023, until which date she will assist the Company with various matters, including a transition of responsibilities.

Earnings & guidance

2026-Q1 EPS reported $1.05 filing →

Materiality & sentiment trend

Max materiality 0.85 · Median 0.70 · Most common event earnings

12 positive 8 negative 19 neutral

source · VRTS on sec.gov