Welcome to our dedicated page for Virtus Investmen SEC filings (Ticker: VRTS), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
The SEC filings page for Virtus Investment Partners, Inc. (NYSE: VRTS) provides access to the company’s regulatory disclosures, including current reports on Form 8-K and other documents filed with the U.S. Securities and Exchange Commission. These filings offer detailed information about Virtus’ asset management business, capital structure, material agreements, and corporate governance.
In its Form 8-K filings, Virtus reports material events such as strategic transactions and financing arrangements. For example, the company has disclosed that, through its wholly owned subsidiary Virtus Private Markets Holdings, LLC, it acquired 35% of the equity of Crescent Cove Advisors, LP and related entities, adding a private markets capability focused on lending to high-growth technology companies. Virtus has also reported entering into an Equity Purchase Agreement to acquire a majority interest in Keystone National Group, LLC, with additional ownership possible through put and call options, subject to client consents and regulatory approvals.
Other 8-K filings describe the company’s credit agreements, including a credit facility that provides a term loan and a revolving credit facility used to refinance a prior term loan, fund general corporate purposes, and pay related fees and expenses. Virtus also uses 8-K reports to furnish quarterly financial results, disclose changes in board composition, and report other governance matters.
Through Stock Titan, investors can review these filings and use AI-powered summaries to understand the key points in lengthy documents, such as material definitive agreements, financing terms, and descriptions of strategic investments. The filings page also links to information on Virtus’ role as investment adviser or platform provider for various closed-end funds, helping users connect corporate-level disclosures with fund-level developments. This resource supports research into VRTS by organizing real-time updates from EDGAR, including current reports, periodic reports, and other regulatory submissions.
Virtus Investment Partners, Inc. reported that on December 16, 2025 it, through its wholly owned subsidiary Virtus Private Markets Holdings, LLC, acquired 35% of the equity of Crescent Cove Advisors, LP and Crescent Cove Opportunity GP, LP, collectively referred to as Crescent Cove.
Virtus Investment Partners and Crescent Cove jointly issued a press release dated December 16, 2025 announcing this acquisition, which is included as an exhibit to this report.
Virtus Investment Partners, Inc. director reported open-market sales of company stock. On 12/11/2025, the reporting person sold 1,819 shares of common stock at a weighted average price of $168.49 per share and 1,140 shares at $167.98 per share, both coded as sales. After these transactions, the reporting person beneficially owned 13,677 shares of Virtus common stock in direct ownership.
The filing notes that the first sale price is a weighted average reflecting multiple trades between $168.38 and $169.03, and the reporting person undertakes to provide full trade-by-trade details upon request. The form is filed by a single reporting person in their capacity as a director of Virtus Investment Partners.
A holder of Virtus Investment Partners, Inc. (VRTS) common stock has filed a notice of intent to sell shares under Rule 144. The filing covers 2,959 common shares to be sold through Merrill Lynch, with an indicated aggregate market value of $486,577, out of 6,754,405 shares outstanding. The approximate sale date is listed as December 11, 2025 on the NYSE. The securities were originally acquired as restricted stock granted in lieu of services on several dates between 2013 and 2024, with individual grants ranging from 38 to 637 shares.
Virtus Investment Partners, Inc. agreed to acquire a controlling interest in Keystone National Group, a private markets investment firm. Through a subsidiary, Virtus will buy 56% of Keystone at closing and may acquire up to an additional 19% over time via put and call options.
The consideration for the initial stake totals $295 million in fixed cash payments: $200 million at closing, $65 million on the first anniversary, and $30 million on the second anniversary. Virtus may also pay up to an additional $75 million in contingent cash over two to three years if Keystone meets specified revenue targets.
The transaction is subject to customary conditions, including client consents for the deemed assignment of Keystone’s advisory contracts and regulatory clearance under the Hart-Scott-Rodino Act. There is no assurance the deal will close or that it will close on the contemplated terms.
Virtus Investment Partners (VRTS) reported Q3 2025 results showing softer top-line performance and lower earnings versus last year. Revenue was $216.4 million, down 4.7% year over year, with investment management fees at $183.8 million. Operating income was $47.1 million, down 14.8%. Diluted EPS was $4.65, compared with $5.71 a year ago.
Assets under management were $169.3 billion as of September 30, 2025, down 7.8% from a year earlier. The quarter reflected total sales of $6.3 billion and net flows of $(3.9) billion. Cash and cash equivalents rose to $370.6 million from $265.9 million at year-end, while debt increased to $390.6 million from $232.1 million.
Virtus refinanced its capital structure on September 26, 2025, entering a new credit agreement with a $400.0 million seven-year term loan and a $250.0 million five-year revolving credit facility, using a portion to repay $234.7 million of the prior term loan. The company declared a quarterly cash dividend of $2.40 per share and repurchased 287,072 shares year-to-date for $50.0 million. Year-to-date net income attributable to Virtus was $102.9 million, up from $88.5 million in the prior-year period.
Virtus Investment Partners, Inc. furnished an 8-K announcing it issued a press release reporting results for the quarter ended September 30, 2025. The press release is provided as Exhibit 99.1 and is incorporated by reference in this report.
The company states the information is being furnished, not filed, and will not be incorporated by reference into other SEC filings unless specifically stated.
Virtus Investment Partners, Inc. replaced its prior credit arrangements by entering a new credit agreement that establishes a $400.0 million term loan with a seven-year maturity and a $250.0 million revolving credit facility with a five-year maturity. The company may request additional revolving commitments or additional term loans under customary conditions. Proceeds of the term loan were used to refinance the outstanding prior term loan, for general corporate purposes, and to pay related fees and expenses.
Amounts outstanding under the new agreement bear interest at the company’s option either at Term SOFR for 1-, 3- or 6-month interest periods plus a margin of 2.25%, or at an alternate base rate plus a margin of 1.25%. The master guarantee and collateral agreements under the prior facility were terminated and replaced by new agreements.
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