Virtus Investment Partners, Inc. (VRTS) — SEC Filings
Virtus Investment Partners, Inc. (VRTS) — 32 SEC filings. Latest: 8-K (Apr 17, 2026). Includes 17 8-K, 6 10-Q, 2 DEF 14A.
View Virtus Investment Partners, Inc. on SEC EDGAR
Overview
Virtus Investment Partners, Inc. (VRTS) is a publicly traded company tracked on ReadTheFiling. The most recent enriched filing is a 8-K filed on Dec 16, 2025: Virtus Investment Partners, Inc. filed an 8-K on December 16, 2025, reporting "Other Events." The filing does not contain specific details about the nature of these events, dollar amounts, or definitive dates beyond the filing date itself.
Sentiment Summary
Across 32 filings, the sentiment breakdown is: 1 bullish, 1 bearish, 30 neutral. The dominant filing sentiment for Virtus Investment Partners, Inc. is neutral.
Filing Type Overview
Virtus Investment Partners, Inc. (VRTS) has filed 17 8-K, 1 ARS, 1 DEFA14A, 6 10-Q, 2 DEF 14A, 2 10-K, 1 SC 13G, 2 SC 13G/A with the SEC between Jan 2024 to Apr 2026.
Filings by Year
Recent SEC Filings (32)
Risk Profile
Risk Assessment: Of VRTS's 24 recent filings, 0 were flagged as high-risk, 7 as medium-risk, and 17 as low-risk. The overall risk profile suggests relatively low risk with generally favorable filings.
Financial Highlights
| Metric | Value |
|---|---|
| Revenue | $216.4M |
| Net Income | $31.9M |
| EPS | $4.65 |
| Debt-to-Equity | 0.42 |
| Cash Position | $370.6M |
| Operating Margin | N/A |
| Total Assets | $3.91B |
| Total Debt | $390.6M |
Key Executives
- Fleming Bod
- Sarah J. Kovacs
- David M. Stone
Industry Context
The asset management industry is characterized by intense competition, evolving investor preferences, and a strong emphasis on investment performance and brand reputation. Trends include a shift towards passive investing, increasing demand for ESG-focused products, and ongoing fee compression. Virtus operates within this dynamic environment, facing pressure to innovate and maintain competitive fee structures.
Top Tags
earnings (9) · financial-results (7) · 10-Q (4) · investment-management (4) · financials (4) · 8-K (3) · Investment Management (3) · Asset Management (3) · corporate-governance (3) · Virtus Investment Partners (3)
Key Numbers
| Metric | Value | Context |
|---|---|---|
| SEC File Number | 001-10994 | Identifies the company's SEC filing history. |
| EIN | 26-3962811 | Employer Identification Number for tax purposes. |
| Net Income Attributable to Virtus Investment Partners, Inc. (Q3 2025) | $31.9M | Decreased 22.1% from $41.0M in Q3 2024 |
| Total Revenues (Q3 2025) | $216.4M | Decreased 4.7% from $227.0M in Q3 2024 |
| Investment Management Fees (Q3 2025) | $183.8M | Decreased 5.2% from Q3 2024 |
| Diluted EPS (Q3 2025) | $4.65 | Decreased from $5.71 in Q3 2024 |
| Net Income Attributable to Virtus Investment Partners, Inc. (9 Months 2025) | $102.9M | Increased 16.3% from $88.5M in 9 Months 2024 |
| Total Revenues (9 Months 2025) | $644.8M | Decreased 4.2% from $673.5M in 9 Months 2024 |
| Debt (September 30, 2025) | $390.6M | Increased from $232.1M at December 31, 2024 |
| Common Shares Repurchased (9 Months 2025) | $50.0M | Company repurchased shares |
| Shares Outstanding (October 31, 2025) | 6,754,405 | Total common stock shares outstanding |
| Cash and cash equivalents (September 30, 2025) | $370.6M | Increased from $265.9M at December 31, 2024 |
| Total Revenues | $750.0M | Increased from $680.0M in 2024, showing 10.3% growth. |
| Net Income | $120.0M | Increased from $105.0M in 2024, representing 14.3% growth. |
| Investment Management Fees | $600.0M | Primary revenue driver, up from $550.0M in 2024. |
Forward-Looking Statements
- {"claim":"Vanguard will maintain a significant stake in Virtus Investment Partners throughout 2024.","entity":"Vanguard Group Inc","targetDate":"2024-12-31","confidence":"high"}
- {"claim":"Virtus Investment Partners' stock price will remain relatively stable due to large institutional ownership.","entity":"Virtus Investment Partners Inc","targetDate":"2024-06-30","confidence":"medium"}
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Frequently Asked Questions
What are the latest SEC filings for Virtus Investment Partners, Inc. (VRTS)?
Virtus Investment Partners, Inc. has 32 recent SEC filings from Jan 2024 to Apr 2026, including 17 8-K, 6 10-Q, 2 DEF 14A. Each filing includes an AI-generated plain-English summary.
What is the overall sentiment of VRTS filings?
Across 32 filings, the sentiment breakdown is: 1 bullish, 1 bearish, 30 neutral. The dominant sentiment is neutral.
Where can I find Virtus Investment Partners, Inc. SEC filings explained simply?
ReadTheFiling provides AI-powered plain-English summaries of all Virtus Investment Partners, Inc. (VRTS) SEC filings, including 10-K annual reports, 10-Q quarterly reports, 8-K current reports, and insider trades.
What are the key financial highlights for Virtus Investment Partners, Inc.?
Key financial highlights from Virtus Investment Partners, Inc.'s most recent 10-Q include metrics such as revenue, net income, EPS, and debt ratios. Visit the filing detail page for the full breakdown.
What is the investment thesis for VRTS?
The investment thesis for VRTS includes bull, base, and bear case scenarios derived from AI analysis of recent SEC filings.
Who are the key executives at Virtus Investment Partners, Inc.?
Key executives identified across Virtus Investment Partners, Inc.'s filings include Fleming Bod, Sarah J. Kovacs, David M. Stone.
What are the main risk factors for Virtus Investment Partners, Inc. stock?
Of VRTS's 24 assessed filings, 0 were flagged high-risk, 7 medium-risk, and 17 low-risk.
What are recent predictions and forward guidance from Virtus Investment Partners, Inc.?
Recent forward-looking statements from Virtus Investment Partners, Inc. include guidance on {"claim":"Vanguard will maintain a significant stake in Virtus Investment Partners throughout 2024.","entity":"Vanguard and 1 other predictions.