VRTS VIRTUS INVESTMENT PARTNERS, INC.companySEC Filings & Insider Trading Activity 2026
Latest VIRTUS INVESTMENT PARTNERS, INC. (VRTS) SEC EDGAR filings in 2026 — including the most recent 10-K annual report filed on February 27, 2026, a 10-Q quarterly report filed on November 7, 2025, an 8-K current report filed on May 1, 2026. SignalX aggregates every new 10-K annual report, 10-Q quarterly report, 8-K current report, and Form 4 insider transaction for VIRTUS INVESTMENT PARTNERS, INC. (VRTS) (SEC CIK 883237), with AI-powered section-by-section summaries updated daily.
Latest 2026 SEC Filing Dates
AI 10-K Annual Report AnalysisLatest 10-K (2025-12-31)
Business Overview
- • Core business: Multi-manager investment management and related services across diverse asset classes, products, and distribution channels for institutions and individuals
- • New minority interest acquisition: 35% stake in Crescent Cove Advisors, a private credit investment manager, as of December 15, 2025
Risk Factors
- • Keystone acquisition $200M majority interest pending regulatory and client approvals, including Keystone registered fund shareholders
- • Net outflows $(18.9) billion in 2025 vs $(10.4) billion in 2024, driving AUM decline to $159.5B, down 8.9% YoY
Management Discussion & Analysis
- • Total revenues $852.9M, down 6.0% YoY from $906.9M; investment management fees $725.0M, down 6.3% ($48.8M)
- • Operating income $168.7M, down 7.6% YoY with operating margin approx. 19.8% vs 20.1%
AI 8-K Current Report AnalysisRecent 8-K Filings
Item 7.01: Regulation FD Disclosure
- • Virtus Investment Partners announced closing of an unspecified transaction via press release dated March 2, 2026
- • Full deal details in Exhibit 99.1 — investors should reference that filing for transaction terms and financial impact
Item 2.01: Completion of Acquisition or Disposition of Assets
- • Virtus closed acquisition of 56% of Keystone National Group on March 1, 2026, with option to acquire up to an additional 19% via put/call
- • Total upfront cash: $200M at closing, plus $65M at year 1 and $30M at year 2 anniversaries
Annual Reports Archive10-K
AI-powered analysis of VIRTUS INVESTMENT PARTNERS, INC. (VRTS) 10-K annual reports filed with SEC EDGAR.
Recent 8-K FilingsCurrent Reports
AI-powered analysis of VIRTUS INVESTMENT PARTNERS, INC. (VRTS) 8-K current reports disclosing material events.
Financial SummaryXBRL
| FY2022 | FY2023 | FY2024 | FY2025 | |
|---|---|---|---|---|
| Profitability | ||||
| Revenue | $886.4M | $845.3M | $906.9M | $852.9M |
| Operating Income | $197.5M | $151.5M | $182.5M | $168.7M |
| Net Income | $117.5M | $130.6M | $121.7M | $138.4M |
| Op. Margin | 22.3% | 17.9% | 20.1% | 19.8% |
| Net Margin | 13.3% | 15.5% | 13.4% | 16.2% |
| Balance Sheet | ||||
| Total Assets | $4.0B | $3.7B | $4.0B | $4.3B |
| Equity | $817.0M | $863.9M | $897.5M | $934.0M |
| ROE | 14.4% | 15.1% | 13.6% | 14.8% |
Source: XBRL financial data from VIRTUS INVESTMENT PARTNERS, INC. (VRTS) 10-K filings on SEC EDGAR. All figures in USD. Key metrics include revenue, net income, gross profit, gross profit margin, operating income, EPS (diluted), total assets, stockholders' equity, return on equity (ROE), operating cash flow, and capital expenditure.
Latest 2026 SEC Filings — 10-K, 10-Q, 8-K & Form 4
| Form | Filing Date | Period | Analysis | SEC |
|---|---|---|---|---|
8-K | May 1, 2026 | — | — | — |
8-K | Apr 17, 2026 | — | — | — |
8-K | Mar 2, 2026 | — | Analysis | — |
10-K | Feb 27, 2026 | Dec 31, 2025 | Analysis | |
8-K | Feb 6, 2026 | — | — | |
8-K | Dec 16, 2025 | — | — | |
8-K | Dec 5, 2025 | — | — | |
10-Q | Nov 7, 2025 | Sep 30, 2025 | — | |
10-Q | May 9, 2025 | Mar 31, 2025 | — | |
10-K | Feb 28, 2025 | Dec 31, 2024 | — | |
10-Q | Nov 8, 2024 | Sep 30, 2024 | — | |
10-Q | Aug 8, 2024 | Jun 30, 2024 | — | |
10-Q | May 8, 2024 | Mar 31, 2024 | — | |
10-K | Feb 28, 2024 | Dec 31, 2023 | — | |
10-Q | Nov 8, 2023 | Sep 30, 2023 | — | |
10-Q | Aug 9, 2023 | Jun 30, 2023 | — | |
10-Q | May 9, 2023 | Mar 31, 2023 | — | |
10-K | Feb 27, 2023 | Dec 31, 2022 | — | |
10-Q | Nov 8, 2022 | Sep 30, 2022 | — | |
10-Q | Aug 9, 2022 | Jun 30, 2022 | — | |
10-Q | May 10, 2022 | Mar 31, 2022 | — | |
10-K | Feb 25, 2022 | Dec 31, 2021 | — | |
10-Q | Nov 9, 2021 | Sep 30, 2021 | — | |
10-Q | Aug 6, 2021 | Jun 30, 2021 | — | |
10-Q | May 6, 2021 | Mar 31, 2021 | — |
Frequently Asked Questions
What are the latest VRTS SEC filings in 2026?
VIRTUS INVESTMENT PARTNERS, INC. (VRTS) has filed a 10-K annual report on February 27, 2026, a 10-Q quarterly report on November 7, 2025, an 8-K current report on May 1, 2026 with the SEC. SignalX tracks every new SEC EDGAR filing daily, including 10-K, 10-Q, 8-K, and Form 4 insider transactions, with AI-powered summaries of key sections.
When did VRTS file its most recent 10-K annual report?
VIRTUS INVESTMENT PARTNERS, INC. (VRTS) filed its most recent 10-K annual report on February 27, 2026. The 10-K includes audited financial statements, business overview, risk factors, and management discussion, all available on SignalX with AI-generated summaries and XBRL financial data.
How do I view VRTS 10-Q quarterly reports?
VIRTUS INVESTMENT PARTNERS, INC. (VRTS)'s most recent 10-Q quarterly report was filed on November 7, 2025. SignalX displays every VRTS 10-Q with AI-generated summaries of the MD&A (Management Discussion & Analysis) and Risk Factors sections, plus links to the original SEC EDGAR document.
What 8-K current reports has VRTS filed recently?
VIRTUS INVESTMENT PARTNERS, INC. (VRTS)'s most recent 8-K was filed on May 1, 2026. 8-K filings disclose material corporate events such as earnings releases, executive changes, mergers, and other significant developments. SignalX surfaces each 8-K with item-level summaries so you can quickly see what happened.
Where can I find VRTS insider trading activity (Form 4)?
SignalX aggregates every VRTS Form 4 insider transaction from SEC EDGAR. Form 4 reports show when officers, directors, and 10% shareholders buy or sell company stock, with transaction code, share count, and price per share.
How often does VRTS file with the SEC?
VIRTUS INVESTMENT PARTNERS, INC. (VRTS) files a 10-K annual report once per year (typically within 60 days of fiscal year-end) and 10-Q quarterly reports three times per year. 8-K current reports are filed as needed when material events occur, and Form 4 insider transaction reports are due within two business days of a trade. SignalX monitors SEC EDGAR daily to surface every new VRTS filing with AI-powered analysis.
What is the difference between 10-K, 10-Q, and 8-K SEC filings?
A 10-K is a comprehensive annual report with audited financials, business overview, and risk factors. A 10-Q is a shorter quarterly report with unaudited financials and management discussion. An 8-K is a current report filed when a material event occurs — such as earnings releases, executive changes, acquisitions, or other significant developments. SignalX provides AI-generated summaries for all three filing types for VIRTUS INVESTMENT PARTNERS, INC. (VRTS).
What is VRTS's SEC CIK number?
VIRTUS INVESTMENT PARTNERS, INC. (VRTS)'s SEC CIK (Central Index Key) number is 883237. The CIK is a unique identifier assigned by the SEC to every filing entity. You can use CIK 883237 to look up all VRTS filings on SEC EDGAR, or browse them here on SignalX with AI-powered analysis.
Where can I find VRTS return on equity (ROE) and financial data?
SignalX extracts XBRL financial data from VIRTUS INVESTMENT PARTNERS, INC. (VRTS) 10-K annual filings, including revenue, net income, gross profit, operating income, EPS, total assets, stockholders' equity, and operating cash flow. Return on equity (ROE) can be derived from net income divided by stockholders' equity. Multi-year financial trends are displayed in the Financial Summary table above.
Stay on top of VIRTUS INVESTMENT PARTNERS, INC. SEC filings
Insider trading data, fund holdings, cross-signal detection, and AI-powered analysis for 74+ filings.