Virtus Investment Partners, INC

Market Movers (8-K)

NYSE
Virtus Investment Partners reports Q2 2026 results with diluted EPS of $6.68 and adjusted diluted EPS of $5.54, alongside $152.2B in Assets Under Management.
NYSE
Virtus Investment Partners, Inc. reported the results of its annual shareholder meeting held on May 20, 2026, including the election of directors, ratification of its auditor, and advisory vote on executive compensation.
NYSE
Virtus Investment Partners files an amendment to its 8-K to include financial statements and pro forma information related to its acquisition of 56% of Keystone National Group, LLC.
NYSE
Virtus Investment Partners will include tax benefits from goodwill and intangible asset amortization in its non-GAAP financial measures starting Q1 2026.
NYSE
Virtus Investment Partners has finalized its majority acquisition of Keystone National Group, expanding its private markets capabilities with asset-centric private credit strategies.
NYSE
Virtus Investment Partners announced a decline in assets under management and significant net outflows for the fourth quarter of 2025, despite an increase in GAAP diluted earnings per share.
Worse than expected

Quarterly Earnings (10-Q)

NYSE
Virtus Investment Partners reported a decline in Q3 2025 revenues and diluted EPS, primarily driven by decreased assets under management and significant net outflows.
Worse than expected
NYSE
Virtus Investment Partners announced a significant increase in net income and diluted EPS for Q2 2025, driven by expense reductions and improved investment gains, despite a decline in total revenues and assets under management.
Better than expected
NYSE
Virtus Investment Partners' Q1 2025 results show a slight decrease in revenue but an increase in operating income, while also announcing the hiring of a new Executive Vice President, Chief Human Resources Officer.
Worse than expected
NYSE
Virtus Investment Partners saw a rise in operating income for the third quarter of 2024, driven by higher revenues and lower operating expenses, despite experiencing net outflows.
Worse than expected
NYSE
Virtus Investment Partners experienced a decrease in net income per diluted share in the second quarter of 2024, despite an increase in assets under management.
Worse than expected
NYSE
Virtus Investment Partners saw a rise in assets under management to $179.3 billion, but experienced a decrease in net income per diluted share in the first quarter of 2024.
Worse than expected

Annual Reports (10-K)

NYSE
Virtus Investment Partners reported a 6% revenue decrease and significant AUM outflows in 2025, while strategically acquiring interests in private credit and capital solutions firms.
Capital raise
Worse than expected
NYSE
Virtus Investment Partners saw a rise in total revenues and operating income for the year 2024, driven by higher average assets under management.
NYSE
Virtus Investment Partners saw a 15.3% increase in assets under management to $172.3 billion in 2023, driven by market performance and the acquisition of AlphaSimplex, despite net outflows.
Worse than expected

Insider Trading (Form 4)

NYSE
Barry M. Mandinach, EVP and Head of Distribution at Virtus Investment Partners, sold 5,000 shares of common stock.
NYSE
Timothy A. Holt, a Director at Virtus Investment Partners, Inc., acquired 1,377 shares of common stock on May 20, 2026, as part of his compensation.
NYSE
John C. Weisenseel, a Director at Virtus Investment Partners, Inc., acquired 779 shares of common stock on May 20, 2026, as part of his board compensation.
NYSE
Director H. Howard Morris of Virtus Investment Partners, Inc. acquired 779 shares of common stock as compensation.
NYSE
Virtus Investment Partners, Inc. reports a Form 4 filing detailing the acquisition of common stock by Director Melody L. Jones as part of her compensation.
NYSE
Paul G. Greig, a Director at Virtus Investment Partners, Inc., received 833 shares of common stock as compensation on May 20, 2026.

Proxy Statements (Def-14A)

NYSE
Virtus Investment Partners announces its 2026 Annual Meeting of Shareholders, detailing director elections, auditor ratification, and executive compensation.
Worse than expected
NYSE
Virtus Investment Partners announces its annual shareholder meeting to be held on May 14, 2025, with proxy materials available online.
NYSE
Virtus Investment Partners announces its 2025 annual shareholder meeting, featuring director elections, auditor ratification, and an advisory vote on executive compensation.
Worse than expected
NYSE
Virtus Investment Partners announces its 2024 Annual Meeting of Shareholders to be held on May 15, 2024, with key proposals including the election of directors, ratification of the independent auditor, executive compensation approval, and an amendment to the equity incentive plan.
NYSE
Virtus Investment Partners is holding its annual shareholder meeting on May 15, 2024, to vote on director elections, executive compensation, ratification of the accounting firm, and an amendment to the equity incentive plan.

Schedule 13G - Passive Investments

NYSE
Victory Capital Management, Inc. has reported beneficial ownership of 5.03% of Virtus Investment Partners, Inc. common stock as of June 30, 2026.
NYSE
State Street Corporation has reported beneficial ownership of 6.6% of Virtus Investment Partners Inc. common stock as of March 31, 2026.
NYSE
Vanguard Portfolio Management has reported beneficial ownership of 7.32% of Virtus Investment Partners Inc. common stock as of March 31, 2026.
NYSE
The Vanguard Group reports 0% beneficial ownership in Virtus Investment Partners following an internal organizational realignment.
NYSE
BlackRock, Inc. has filed an amended Schedule 13G, reporting a beneficial ownership of 14.0% of Virtus Investment Partners, Inc.'s common stock, totaling 969,064 shares.