Recent 8-K filings for VRTS

• 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 2.02item 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.

• March 2, 2026, 6:59 PM ET M&A materiality 0.80 positive item 2.01item 7.01item 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 2.02item 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 8.01item 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 1.01item 7.01item 9.01

  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 2.02item 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.

• July 25, 2025, 7:59 PM ET earnings materiality 0.75 positive item 2.02item 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.

• April 25, 2025, 7:59 PM ET earnings materiality 0.75 neutral item 2.02item 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 2.02item 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.

• October 25, 2024, 7:59 PM ET earnings materiality 0.70 positive item 2.02item 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 2.02item 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.

• April 26, 2024, 7:59 PM ET earnings materiality 0.60 neutral item 2.02item 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.

Earnings & guidance

Materiality & sentiment trend

Max materiality 0.80 · Median 0.70 · Most common event earnings

7 positive 3 negative 10 neutral

source · VRTS on sec.gov