VRTS at a glance
VIRTUS INVESTMENT PARTNERS, INC. (VRTS, SEC CIK 883237) filed its latest 10-K annual report on February 27, 2026, a 10-Q quarterly report on August 7, 2026, an 8-K current report on August 20, 2026 and Form 4 insider filings as recently as September 15, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended December 31, 2025 (FY2025), VIRTUS INVESTMENT PARTNERS, INC. (VRTS) reported revenue of $852.9 million (down 6.0% from FY2024) and net income of $138.4 million. Diluted EPS was $19.97.
- As of June 30, 2026, 29 institutional investment managers tracked by SignalX reported holding VIRTUS INVESTMENT PARTNERS, INC. (VRTS) shares worth $531.1 million in 13F-HR filings.
- The most recent insider open-market sale reported on Form 4 was by MORRIS W HOWARD on September 15, 2026 of 435 shares at $138.59 per share.
- In the last 90 days, VRTS insiders reported 0 open-market purchases ($0) and 8 open-market sales ($2.6M) on Form 4, a net sale of $2.6M.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $852.9M
- −6.0% vs prior year
- Insiders · 90 days
- 0 buys · 8 sells
- Net −$2.6M
- 13F holders
- 29 funds
- $531.1M · +1 vs prior quarter
- Latest 8-K
- Aug 20, 2026
- Item 5.02
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Dec 31, 2025
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
AI summary of the VRTS 10-K filed . Generated from the filing text; verify against the original.View on SEC EDGARHow to read a 10-K
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Management Discussion & Analysis
- Revenue $201.4M, down 4.4% YoY from $210.5M
- Operating income $27.3M, down 39.6% from $45.2M
- Closed-end fund fees $28.8M, up 93.6%; retail separate accounts $42.7M, down 17.6%
- Net flows $(5.6)B versus $(3.9)B; assets under management $152.2B, down 10.9% YoY
- Keystone drove amortization expense to $20.1M, up 54.9%; no updated guidance disclosed
Risk Factors
- No material risk-factor changes from the 2025 Form 10-K
- Share-repurchase authorization: 662,388 shares remaining as of June 30, 2026
- Repurchase discretion risk: program suspendable or terminable at any time
- Market-price exposure: 70,097 shares repurchased at average prices of $141.67–$143.57
AI summary of the VRTS 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 5.02: Departure/Appointment of Directors or Principal Officers
- John T. Boyce appointed director and Audit Committee member effective August 19, 2026
- Distribution leadership at Insight Investment and Standard Life Investments adds asset-management industry expertise
Item 2.02: Results of Operations and Financial Condition
- Q2 2026 results for quarter ended June 30, 2026, released July 30, 2026
- Press release furnished as Exhibit 99.1; key financial figures require review of the exhibit
Item 5.07: Submission of Matters to a Vote of Security Holders
- All seven director nominees elected through 2027, preserving board continuity
- Timothy Holt received the highest withheld votes at 582,168, signaling comparatively weaker shareholder support
AI summaries of VRTS 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for VRTS
Don't miss the next VRTS filing
- Alerts as it files. A push when VRTS files an 8-K or an insider trades.
- Fund moves. Which tracked funds opened, added or cut VRTS, by share count.
- Ask anything. An AI agent that reads every VRTS filing and answers with sources.
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| MORRIS W HOWARD | Sell | Sep 15, 2026 | 435 | $138.59 |
| Angerthal Michael A | Sell | Aug 3, 2026 | 2,758 | $166.53 |
| Angerthal Michael A | Sell | Aug 3, 2026 | 879 | $165.21 |
| Angerthal Michael A | Sell | Aug 3, 2026 | 4,568 | $167.44 |
| Angerthal Michael A | Sell | Aug 3, 2026 | 2,285 | $169.72 |
| Angerthal Michael A | Sell | Aug 3, 2026 | 120 | $170.29 |
| Angerthal Michael A | Sell | Aug 3, 2026 | 2,643 | $168.41 |
| Angerthal Michael A | Sell | Aug 3, 2026 | 1,722 | $164.47 |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $906.9M | $852.9M |
| Operating Income | - | $182.5M | $168.7M |
| Net Income | $130.6M | $121.7M | $138.4M |
| Op. Margin | - | 20.1% | 19.8% |
| Net Margin | - | 13.4% | 16.2% |
| Balance Sheet | |||
| Total Assets | $3.7B | $4.0B | $4.3B |
| Equity | - | $897.5M | $934.0M |
| ROE | - | 13.6% | 14.8% |
| Per Share | |||
| EPS | $17.71 | $16.89 | $19.97 |
| Cash Flow | |||
| Operating CF | - | $1.8M | -$67.2M |
| CapEx | $8.8M | $5.6M | $6.9M |
Source: XBRL data in VIRTUS INVESTMENT PARTNERS, INC. (VRTS)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate VRTS share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 29 | $531.1M |
| Q1 2026 | 28 | $466.2M |
| Q4 2025 | 25 | $537.6M |
| Q3 2025 | 26 | $629.1M |
| Q2 2025 | 29 | $583.7M |
| Q1 2025 | 26 | $395.2M |
| Q4 2024 | 21 | $433.8M |
| Q3 2024 | 20 | $225.9M |
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Source: 13F-HR filings on SEC EDGAR (aggregated from 204 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
VRTS filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 4 | Sep 15, 2026 | - | - | - |
| 8-K | Aug 20, 2026 | - | Analysis | - |
| 10-Q | Aug 7, 2026 | Jun 30, 2026 | Analysis | |
| 4 | Aug 4, 2026 | - | - | - |
| 8-K | Jul 30, 2026 | - | Analysis | - |
| SC 13G | Jul 24, 2026 | - | - | |
| 4 | Jun 17, 2026 | - | - | - |
| 4 | May 21, 2026 | - | - | |
| 4 | May 21, 2026 | - | - | |
| 4 | May 21, 2026 | - | - | |
| 4 | May 21, 2026 | - | - | |
| 4 | May 21, 2026 | - | - | |
| 4 | May 21, 2026 | - | - | |
| 8-K | May 20, 2026 | - | Analysis | |
| 8-K | May 14, 2026 | - | - | |
| SC 13G | May 12, 2026 | - | - | |
| 10-Q | May 8, 2026 | Mar 31, 2026 | Analysis | |
| 8-K | May 1, 2026 | - | Analysis | - |
| SC 13G | Apr 29, 2026 | - | - | |
| 8-K | Apr 17, 2026 | - | Analysis | - |
| 4 | Mar 17, 2026 | - | - | - |
| 4 | Mar 17, 2026 | - | - | - |
| 4 | Mar 17, 2026 | - | - | - |
| 4 | Mar 17, 2026 | - | - | - |
| 4 | Mar 17, 2026 | - | - | - |
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VRTS SEC filings: frequently asked questions
Are VRTS insiders buying or selling?
In the last 90 days, VIRTUS INVESTMENT PARTNERS, INC. (VRTS) officers, directors and 10% owners reported no open-market purchases and 8 open-market sales worth $2.6 million by 2 insiders on Form 4. Many insider sales are pre-planned or for taxes, so purchases usually carry more information.
Which institutions hold VRTS stock?
As of June 30, 2026, the largest VIRTUS INVESTMENT PARTNERS, INC. (VRTS) holders among the 13F filers tracked by SignalX were BlackRock ($151.6 million), Vanguard Portfolio Management LLC ($64.6 million), State Street Corp ($64.3 million), Dimensional Fund Advisors ($45.3 million), AQR Capital Management ($41.1 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was VRTS's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), VIRTUS INVESTMENT PARTNERS, INC. (VRTS) reported revenue of $852.9 million (down 6.0% from FY2024) and net income of $138.4 million. Diluted EPS was $19.97. The figures come from the XBRL data in the 10-K.
What are the main risks in VRTS's latest 10-K?
In the 10-K filed February 27, 2026, VIRTUS INVESTMENT PARTNERS, INC. (VRTS) flagged: 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. (AI summary of the Risk Factors section.)
What did VRTS report in its latest 8-K?
VIRTUS INVESTMENT PARTNERS, INC. (VRTS) filed an 8-K on August 20, 2026 reporting Item 5.02 (Departure/Appointment of Directors or Principal Officers). John T. Boyce appointed director and Audit Committee member effective August 19, 2026.
What are the latest VRTS SEC filings?
VIRTUS INVESTMENT PARTNERS, INC. (VRTS) filed its latest 10-K annual report on February 27, 2026, a 10-Q quarterly report on August 7, 2026, an 8-K current report on August 20, 2026 and a Form 4 insider filing on September 15, 2026.
What is VRTS's SEC CIK number?
VIRTUS INVESTMENT PARTNERS, INC. (VRTS)'s SEC Central Index Key (CIK) is 883237. EDGAR lists every VRTS filing under that number.
Ask anything about VRTS
The research agent reads VRTS's filings, financials, insider trades and 13F holders, then answers with sources.