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Virtus Investment Partners, Inc. (VRTS)

NYSE: VRTS · Investment Advice · Hartford, CT · filing with the SEC since 1995
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Grade4.6
◀ Past 5.6● Present 5.1▶ Future 3.0
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The companyfiscal 2025, as filed
Revenue$853M-6.0%
Net income$138M+13.7%
Earnings per share$19.97+18.2%
Operating cash flow-$67.2M-3929.0%
Cash$478M+19.5%
Debt$390M+68.0%
Shareholders’ equity$934M+4.1%
Shares, diluted6,929,000-3.9%
Return on equity14.8%
The recordfrom its filings
Filings in 202648
Newest filingNov 9 · 10-Q
Annual reportFeb 27, 2026
Quarterly reportNov 9, 2026
Next report due10-K by Mar 1
Insider sales, 12 months$4.3M
Insider buys, 12 months$500,000
Patents granted1
Filer categoryLarge accelerated filer
Trailing twelve months to Sep 2026Revenue $807MNet income $110MCash from operations -$78.9Mthe four newest filed quarters added
Left: the newest annual report, with the change on the year before. Right: counted from the company's own filings with the SEC.
Revenue and net income by fiscal yearRevenueNet income
16171819202122232425
As filed, in USD. Nothing here is a forecast.

The company now

Virtus Investment Partners reported second quarter 2026 revenues of $201.4 million, down 4 percent from a year earlier 2.

Operating income, which is revenue minus operating costs, was $27.3 million, down 40 percent from a year earlier 2.

Assets under management, the client money it invests for a fee, ended June 2026 at $152.2 billion 2. Clients took out $5.6 billion more than they put in, after $8.4 billion more in the quarter before 2.

The company said the outflows came from quality-oriented equity strategies, partly offset by gains in alternatives, fixed income and multi-asset funds 2. On 1 March 2026 it completed a majority investment in Keystone National Group, a private credit manager 3.

As of Oct 28, 2026. Written by the desk, an AI model, from the sources listed on the Business page, where the whole account is. Nothing here is advice.

Newer filings are on file since this was written; an update is queued.

News

Nov 9, 2026 · SEC EDGAR · Form 10-Q
Quarterly report
Open the filing on sec.gov
Nov 9, 2026 · SEC EDGAR · Form 8-K
Results released
Open the filing on sec.gov
Oct 8, 2026 · SEC EDGAR · Form SCHEDULE 13G
Large holder notice
Open the filing on sec.gov
Sep 15, 2026 · SEC EDGAR · Form 4
Insider trade report
Open the filing on sec.gov
Aug 20, 2026 · SEC EDGAR · Form 8-K
Current report
Open the filing on sec.gov
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SI Assistanton VRTS · research, not advice