VRTS VIRTUS INVESTMENT PARTNERS, INC.

company

SEC Filings & Insider Trading Activity 2026

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
• • Strategic emphasis: Continued expansion of diversified investment manager platform including affiliated and select unaffiliated managers for differentiated styles
• • Total assets under management $159.5B as of December 31, 2025, distributed across open-end ($52.8B), closed-end ($10.6B), retail separate ($43.1B), and institutional accounts ($53.0B)
• • Employee count steady at 801 in U.S., U.K., and Singapore with enhanced inclusion, career development, and wellness programs highlighted

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
• • Equity AUM dropped 18.1% to $82.6B, shrinking equity allocation to 51.7% of total assets
• • Average management fee declined to 41.2 bps in 2025 from 42.0 bps in 2024, driven by asset mix shift to lower fee strategies
• • Investment performance: only 6% of equity AUM beat benchmarks over 1-year period, risking competitive positioning

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%
• • Best segment: Closed-end funds investment management fees up 3.6% to $61.3M; worst: Institutional accounts down 10.5% to $167.6M
• • Operating cash flow used $67.2M vs $1.8M provided prior year; capital allocation includes $158.4M incentive compensation paid
• • Refinanced credit facility with $400M term loan and $250M revolver; key risk from inflation impacting expenses, asset values and fees

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 May 8, 2026, an 8-K current report on July 30, 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 May 8, 2026. 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 July 30, 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.