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 weaker results for the quarter ended March 31, 2026. Total revenues fell to $199.5 million, down 8.4% from $217.9 million a year earlier, as average assets under management declined.
Net income attributable to Virtus dropped to $7.1 million, with diluted EPS down to $1.05 from $4.05, a 74.1% decrease. Assets under management were $149.0 billion, 11.0% lower than March 31, 2025, driven by $8.4 billion of quarterly net outflows and negative market performance.
On March 1, 2026, Virtus completed a majority acquisition of Keystone National Group for $308.2 million, adding asset-centric private credit capabilities, $2.3 billion of AUM and increasing goodwill and definite‑lived intangibles. The company ended the quarter with $136.6 million in cash and cash equivalents, $439.3 million of debt, and continued returning capital through a $2.40 per‑share dividend and $10.0 million of share repurchases.
Virtus Investment Partners reported weaker first-quarter 2026 results, with U.S. GAAP diluted EPS dropping to $1.05 from $4.05 a year earlier and adjusted diluted EPS at $5.38 versus $6.38. Revenue was $199.5 million, down 8% year over year and 4% sequentially, as average assets under management declined.
Ending assets under management were $149.0 billion at March 31, 2026, down from $159.5 billion in the prior quarter, reflecting market performance and broad net outflows, partly offset by positive ETF and global fund flows and assets added from Keystone National Group. Net flows were ($8.4) billion, slightly worse than ($8.1) billion in the prior quarter.
Virtus completed a majority investment in Keystone for $200 million, contributing to a decline in cash and equivalents to $136.6 million from $386.5 million. Gross debt rose to $448.0 million and net debt to $311.4 million, or 1.1x EBITDA. The company repurchased 73,463 shares for $10.0 million and paid dividends totaling $17.9 million, or $2.40 per share.
Virtus Investment Partners Inc: Vanguard Portfolio Management reports beneficial ownership of 490,541 shares (7.32%) of Common Stock as of 03/31/2026.
Vanguard Portfolio Management discloses sole dispositive power over 490,541 shares and sole voting power for 5,651 shares. The filing is signed by Ashley Grim on 04/29/2026 and notes holdings include securities held for Vanguard funds and managed accounts.
Virtus Investment Partners, Inc. is changing how it calculates several non-GAAP metrics starting with its first-quarter 2026 results by including tax benefits realized on amortization of goodwill and intangible assets. Previously, these tax benefits were excluded from non-GAAP measures.
The revision affects non-GAAP effective tax rate, earnings per share – diluted, as adjusted, tax expense, as adjusted, and net income attributable to common stockholders, as adjusted. For example, the non-GAAP effective tax rate for fiscal 2024 is 19.7% under the revised definition versus 26.4% historically, and earnings per share – diluted, as adjusted, for 2025 are $27.79 under the revised method versus $25.15 historically.
The company provided detailed reconciliations for quarters from the first quarter of 2024 through the fourth quarter of 2025 and for full years 2024 and 2025. It states these changes do not restate or amend previously reported GAAP results and are intended to better reflect underlying performance driven by acquisition-created intangible tax assets.
Virtus Investment Partners is holding its 2026 annual meeting of shareholders on May 20, 2026 at 9:00 a.m. EDT in Hartford, Connecticut. Shareholders of record on March 27, 2026, when 6,682,055 shares of common stock were outstanding, may vote.
Investors are asked to elect seven directors to newly declassified one-year terms, ratify Deloitte & Touche LLP as independent auditor for 2026, and approve an advisory "Say on Pay" vote on executive compensation. The Board highlights majority-independent membership, fully independent key committees and written Corporate Governance Guidelines and Code of Conduct.
The proxy describes a pay-for-performance program in which 90.8% of the CEO’s 2025 target compensation was variable, with a 50/50 split between short- and long‑term incentives. 2025 results were pressured, with operating margin contracting 150 basis points and EPS declining 4%, leading to annual incentives funded at 25.6% of the maximum pool and the CEO’s bonus about 24% below target.
Performance share awards for the 2023–2025 cycle did not pay out because both relative total shareholder return and relative net flow rate were below threshold levels. In the prior "Say on Pay" vote at the 2025 annual meeting, 92% of votes cast supported the compensation program, and the Compensation Committee kept the core design for 2025. The proxy also notes that BlackRock and Vanguard hold approximately 15% and 14% of outstanding shares, respectively.
The Vanguard Group filed Amendment No. 13 to a Schedule 13G/A reporting 0 shares of Virtus Investment Partners Inc. The filing states that, following an internal realignment effective January 12, 2026, certain Vanguard subsidiaries and business divisions will report beneficial ownership separately and Vanguard no longer is deemed to beneficially own those subsidiary-held securities.
The amendment lists 0 shares beneficially owned and 0% of the class, with no sole or shared voting or dispositive power. The filing is signed by Ashley Grim, Head of Global Fund Administration.
Virtus Investment Partners EVP and Chief HR Officer Elizabeth Lieberman received an award of 2,448 shares of common stock tied to restricted stock units on March 13, 2026, as part of the company’s long-term incentive plan.
On the same date, 143 shares were surrendered back to the company to cover tax withholding from a prior RSU vesting. After these compensation-related entries, she directly holds 5,389 common shares, including RSUs scheduled to vest through March 2029.
Virtus Investment Partners CEO George R. Aylward reported routine equity compensation activity. He received an award of 12,688 shares of common stock on March 13, 2026 as restricted stock units granted under the company’s 2026 Long Term Incentive Plan, scheduled to vest ratably over the next three years and settle one-for-one in shares upon vesting.
On the same date, 3,940 shares were transferred back to the company in an exempt disposition to satisfy tax withholding obligations arising from previously granted RSUs, rather than an open-market sale. After these transactions, he directly holds 291,376.520 shares, and footnotes indicate additional RSUs scheduled to vest through March 15, 2029.
Virtus Investment Partners EVP, CFO & Treasurer Michael A. Angerthal reported routine equity compensation activity. He received 5,155 shares of common stock as a grant or award at a reference price of $126.11 per share, increasing his direct holdings to 78,436 shares.
On the same date, 772 shares were transferred back to the company at $126.11 per share to satisfy tax withholding obligations tied to vesting restricted stock units under prior long term incentive plans. Footnotes show a new RSU award under the 2026 Long Term Incentive Plan that will vest ratably over the next three years and settle one-for-one in common stock, including RSUs scheduled to vest on March 15, 2027, March 15, 2028, and March 15, 2029. These are non‑market, compensation-related transactions rather than open-market buying or selling.