Virtus Investment Partners, Inc. filings document the disclosure record of a public multi-boutique asset manager, including operating results, assets under management, sales, net flows, expenses and earnings measures. Form 8-K reports furnish quarterly results and Regulation FD materials, including reconciliations between U.S. GAAP and non-GAAP measures and revisions to definitions used for adjusted earnings, tax expense and related performance metrics.
Proxy materials cover director elections, shareholder voting matters, executive compensation and governance practices. Other material-event filings record agreements, capital-structure disclosures and corporate actions, including subsidiary acquisition activity, alongside financial exhibits that detail revenues, operating income and asset-manager performance metrics.
Virtus Investment Partners, Inc. is the issuer whose common stock Dimensional Fund Advisors reported beneficial ownership of 369,858 shares, or 5.6% of the class, as of September 30, 2026. Dimensional reported sole voting power over 362,771 shares and sole dispositive power over 369,858 shares, with no shared voting or dispositive power. It stated that the reported securities are owned by the Funds it advises or manages and disclaimed beneficial ownership; to its knowledge, no individual Fund's interest exceeds 5% of the class.
VIRTUS INVESTMENT PARTNERS, INC. (VRTS) director Morris W. Howard reported a sale of Virtus common stock by an affiliated entity. On September 15, 2026, The Prairie & Tireman Group, LLC sold 435 shares at an average price of $138.585 per share. After these reported positions, Howard is shown with 5,086 shares held directly and additional indirect holdings of 150 shares through his spouse and 2,000 shares through The Prairie & Tireman Group, LLC and a pension plan, while disclaiming beneficial ownership except to the extent of his pecuniary interest. No Rule 10b5-1 trading plan is indicated.
Virtus Investment Partners, Inc. (VRTS) received a Rule 144 notice covering a proposed sale of 435 shares of common stock on or after September 15, 2026, to be sold on the NYSE. The shares were acquired in an open market purchase on March 17, 2022.
The filing states that the selling entity is The Prairie & Tireman Group LLC, with W. Howard Morris, a director of Virtus, serving as its president and chief investment officer. The notice reports an aggregate market value of $64,123.35 for the shares and references 6,622,690 shares outstanding of Virtus common stock.
VIRTUS INVESTMENT PARTNERS, INC. (VRTS) filed an initial statement of beneficial ownership (Form 3) for John T. Boyce, who is identified as a director of the company. The filing reports his status as an insider at Virtus but does not list any specific transactions or derivative positions.
Virtus Investment Partners, Inc. (VRTS) reported that its Board of Directors appointed John T. “Jack” Boyce as a director and member of the Audit Committee, effective August 19, 2026. Boyce, age 66, has more than 25 years of senior financial leadership experience, including leading North America distribution at Insight Investment and earlier roles at Standard Life Investments and other asset managers. He will receive cash and equity compensation in line with Virtus’ standard program for non-employee directors, pro rated for the remainder of the 2026 Board year, and will enter into the company’s standard indemnity agreement for directors.
Virtus Investment Partners reported softer results for the quarter ended June 30, 2026. Total revenues were $201.4 million, down 4.4% year over year, and operating income fell to $27.3 million from $45.2 million, reflecting lower average assets under management and higher amortization and compensation costs. Net income attributable to Virtus nonetheless increased to $45.3 million, with diluted EPS of $6.68, while for the first half of 2026 diluted EPS declined to 7.72 from 10.15.
Assets under management were $152.2 billion at June 30, 2026, down 10.9% from a year earlier amid $14.1 billion of net outflows year‑to‑date, partly offset by positive markets and the addition of Keystone National Group. On March 1, 2026 Virtus acquired 56% of Keystone for $308.2 million, recording $243.7 million of goodwill and $307.0 million of definite‑lived intangibles, which increased amortization expense and added private‑credit capabilities. Cash and cash equivalents declined to $176.2 million as the company used cash for the acquisition, dividends of $4.80 per share declared year‑to‑date and $20.5 million of share repurchases, while total debt rose to $418.6 million.
Virtus Investment Partners EVP, CFO & Treasurer Michael A. Angerthal reported sales of a total of 14,975 shares of common stock on August 3, 2026, in transactions described as sales in open market or private transactions. The sales were executed in multiple tranches at weighted-average prices ranging from $163.93 to $170.405 per share.
Footnotes state that the reported remaining holdings include RSUs scheduled to vest on March 15, 2027 (3,274 units), March 15, 2028 (2,608 units) and March 15, 2029 (1,719 units). The Rule 10b5-1 trading plan checkbox was not marked for these transactions.
Virtus Investment Partners is registering a proposed sale of 14,975 common shares on the NYSE, with an indicated aggregate market value of $2,505,148.84, using UBS Financial Services Inc. in Weehawken, NJ. The disclosure also lists historical share grants, vesting events, and an open-market purchase dating back to 2011 that relate to how these shares were acquired.
Virtus Investment Partners, Inc. reported results for the quarter ended June 30, 2026. U.S. GAAP revenues were $201.4 million, down 4% from a year earlier. Operating income was $27.3 million (operating margin 13.6%), versus $45.2 million a year ago but up from $15.4 million in the prior quarter. Net income attributable to Virtus was $45.3 million, or $6.68 diluted EPS, up 9% year over year, supported by $2.65 per share of realized and unrealized investment gains and other fair value adjustments.
On a non-GAAP basis, revenues, as adjusted, were $183.6 million (down 4% year over year). Operating income, as adjusted, was $47.9 million with a 26.1% operating margin, versus $59.8 million and 31.3% a year ago. Diluted EPS, as adjusted, was $5.54, down from $6.91. Ending assets under management were $152.2 billion, down 11% from a year earlier but up 2% sequentially. Total sales were $6.1 billion and net flows were ($5.6) billion, improved from ($8.4) billion in the prior quarter, with positive ETF and wealth management flows partially offset by net outflows in quality-oriented equity strategies. Cash was $176.2 million and net debt $250.8 million (0.9x EBITDA); the company repurchased 70,097 shares for $10.0 million and paid a quarterly dividend of $2.40 per share (total $16.3 million).
Victory Capital Management, Inc. reports passive ownership of common stock of Virtus Investment Partners, Inc. on a Schedule 13G filing. Victory Capital beneficially owns 335,960 shares of Virtus common stock, representing 5.03% of the class as of June 30, 2026.
Victory Capital has sole voting power over 329,126 shares and sole dispositive power over all 335,960 shares, with no shared voting or dispositive authority. The filer certifies that it is subject to a foreign regulatory scheme substantially comparable to that of equivalent U.S. institutions and that the securities are not held for the purpose of changing or influencing control of Virtus.