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 director Morris W. Howard reported open-market purchases of 4,050 shares of Common Stock. On
Additional purchases included 150 shares held indirectly by his spouse at about
Virtus Investment Partners, Inc. completed its previously announced acquisition of 56% of Keystone National Group, an investment manager focused on asset-centric private credit, effective March 1, 2026. The purchase price includes
Virtus may acquire up to an additional 19% of Keystone’s equity through put/call options under the transaction documents and financed the deal using existing balance sheet resources. Keystone managed
Virtus Investment Partners reported lower 2025 revenue but higher earnings and continued strategic expansion. Total revenues fell 6.0% to
Assets under management decreased 8.9% to
The company completed a 35% minority investment in Crescent Cove Advisors for
Virtus Investment Partners director Susan S. Fleming reported selling a total of 3,322 shares of common stock in open-market transactions on February 11, 2026. The sales occurred at weighted average prices of
A holder of Virtus common stock filed a notice of proposed sale under Rule 144. The filer plans to sell 3,322 common shares through Merrill Lynch, with an aggregate market value of $471,092.82, on or about 02/11/2026 on the NYSE. Virtus had 6,754,405 common shares outstanding at the time referenced. The securities to be sold were acquired between 2010 and 2019 via open‑market purchases and restricted stock granted in lieu of services. Over the prior three months, Susan S. Fleming sold additional Virtus shares totaling 2,959 shares for combined gross proceeds of $495,798.
Virtus Investment Partners reported weaker fourth-quarter 2025 revenue but higher GAAP earnings per share. Revenue was $208.0 million, down 11% from a year earlier and 4% from the prior quarter, as average assets under management declined.
Diluted EPS rose to $5.17 from $4.66 a year ago, while diluted EPS, as adjusted, fell to $6.50 from $7.50. Assets under management were $159.5 billion at December 31, 2025, down from $169.3 billion in the prior quarter, with net outflows of $8.1 billion driven mainly by equity strategies. The company ended the quarter with $386.5 million of cash, repurchased 60,292 shares for $10.0 million, and reported net debt of $12.5 million, or 0.0x EBITDA.
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.