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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.
VIRTUS Investment Partners EVP Barry M. Mandinach reported selling a total of 5,000 shares of VRTS common stock in open-market transactions on June 16, 2026. The sales were executed in two blocks: 4,500 shares at a weighted average price of $144.71 and 500 shares at a weighted average price of $145.25, each across narrow price ranges. In addition to his remaining common stock holdings, his reported position includes restricted stock units scheduled to vest on March 15, 2027, March 15, 2028, and March 15, 2029.
An affiliate of the issuer for VRTS filed a Form 144 proposing the sale of 5,000 shares. The notice lists multiple restricted stock vesting lots tied to compensation with vesting dates between 03/13/2023 and 03/15/2026, including lots of 1,824, 1,092, 790, 544, 441, and 309 shares.
Virtus Investment Partners, Inc. filed a shelf registration on May 22, 2026 to register an undetermined amount of common stock, preferred stock, depositary shares, warrants, stock purchase contracts and units, and debt securities for sale from time to time after the effective date. The prospectus states offerings will be made in one or more series or classes and that specific terms (amounts, prices, plan of distribution, and net proceeds) will appear in an applicable prospectus supplement.
The prospectus notes the company’s common stock trades on the NYSE and shows a closing sale price of $141.67 per share on May 21, 2026. Corporate context: authorized common shares are 1,000,000,000, and 6,682,122 shares were issued and outstanding as of April 30, 2026; up to 250,000,000 preferred shares are authorized with no preferred shares outstanding as of April 30, 2026.
HOLT TIMOTHY A reported acquisition or exercise transactions in this Form 4 filing.
Virtus Investment Partners director equity grant
Director Timothy A. Holt received 1,377 shares of Virtus Investment Partners common stock as a compensation award for his Board service under the company’s Amended and Restated Omnibus Incentive and Equity Plan. The shares were valued at $137.93 per share on the grant date, bringing his direct holdings to 33,178 shares.
Weisenseel John C reported acquisition or exercise transactions in this Form 4 filing.
Virtus Investment Partners director John C. Weisenseel received an equity award of company stock. On May 20, 2026, he was granted 779 shares of Virtus common stock at $137.93 per share as part of his compensation for serving on the Board of Directors.
Following this grant, Weisenseel directly holds 1,388 shares of Virtus common stock. The award was made under the company’s Amended and Restated Omnibus Incentive and Equity Plan and is subject to the firm’s share ownership guidelines for directors.
MORRIS W HOWARD reported acquisition or exercise transactions in this Form 4 filing.
Virtus Investment Partners director Morris W. Howard received a stock grant of 779 shares of Common Stock on May 20, 2026, as compensation for Board service. The shares, valued at $137.93 each, increased his directly held stake to 5,086 shares, subject to the company’s share ownership guidelines.
The filing also lists indirect holdings of 435 shares through The Prairie and Tireman Group, LLC, 2,000 shares through The Prairie and Tireman Group Pension Plan, and 150 shares held by his spouse, for which he disclaims beneficial ownership except for any pecuniary interest.
JONES MELODY L reported acquisition or exercise transactions in this Form 4 filing.
VIRTUS INVESTMENT PARTNERS, INC. director Melody L. Jones received an award of 842 shares of Common Stock on May 20, 2026. The shares were granted as part of her compensation for serving on the Board under the company’s Amended and Restated Omnibus Incentive and Equity Plan and are subject to share ownership guidelines. Following this equity grant at $137.93 per share, her direct holdings increased to 9,714 shares of Common Stock.