VRTS VIRTUS INVESTMENT PARTNERS, INC.

CIK 0000883237 39 ready 8-Ks latest July 30, 2026, 7:02 AM 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 →

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 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.
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.
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.
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.
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.
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.
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).
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.
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.
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