Virtus Investment Partners Enters Material Definitive Agreement

Ticker: VRTS · Form: 8-K · Filed: Oct 1, 2025 · CIK: 883237

Virtus Investment Partners, Inc. 8-K Filing Summary
FieldDetail
CompanyVirtus Investment Partners, Inc. (VRTS)
Form Type8-K
Filed DateOct 1, 2025
Risk Levelmedium
Pages3
Reading Time3 min
Key Dollar Amounts$0.01, $400.0 million, $250.0 million
Sentimentneutral

Sentiment: neutral

Topics: material-definitive-agreement

Related Tickers: VRTS

TL;DR

VRTS signed a big deal, details TBD.

AI Summary

Virtus Investment Partners, Inc. (VRTS) announced on September 26, 2025, that it has entered into a material definitive agreement. The filing does not disclose the specific details of this agreement, but it is classified as Item 1.01, which typically pertains to the entry into a material definitive agreement.

Why It Matters

This filing indicates a significant new contract or partnership for Virtus Investment Partners, which could impact its future business operations and financial performance.

Risk Assessment

Risk Level: medium — The lack of specific details about the material definitive agreement introduces uncertainty regarding its potential impact on the company.

Key Players & Entities

  • VIRTUS INVESTMENT PARTNERS, INC. (company) — Registrant
  • VRTS (company) — Trading Symbol
  • September 26, 2025 (date) — Date of Report
  • Item 1.01 (filing_item) — Entry into a Material Definitive Agreement

FAQ

What is the nature of the material definitive agreement entered into by Virtus Investment Partners?

The filing does not specify the nature of the material definitive agreement, only that one has been entered into as of September 26, 2025, under Item 1.01.

When was the report filed?

The report was filed on September 26, 2025.

What is the trading symbol for Virtus Investment Partners?

The trading symbol for Virtus Investment Partners is VRTS.

On which stock exchange is VRTS listed?

VRTS is listed on the New York Stock Exchange.

What is the primary purpose of an 8-K filing under Item 1.01?

Item 1.01 of an 8-K filing is used to report the entry into a material definitive agreement not in the ordinary course of business.

Filing Stats: 841 words · 3 min read · ~3 pages · Grade level 11.2 · Accepted 2025-10-01 16:16:04

Key Financial Figures

  • $0.01 — ange on which registered Common Stock, $0.01 par value VRTS New York Stock Exchange
  • $400.0 million — The Credit Agreement provides for (a) a $400.0 million term loan for the Company with a seven-
  • $250.0 million — ompany with a seven-year term and (b) a $250.0 million revolving credit facility for the Compa

Filing Documents

01 Entry into a Material Definitive Agreement

Item 1.01 Entry into a Material Definitive Agreement. On September 26, 2025, Virtus Investment Partners, Inc. (the "Company") replaced its current credit agreement dated September 28, 2021, as amended, by entering into a credit agreement (the "Credit Agreement") with inter alia , the lenders party thereto (the "Lenders") and Morgan Stanley Senior Funding, Inc. as administrative agent. The Credit Agreement provides for (a) a $400.0 million term loan for the Company with a seven-year term and (b) a $250.0 million revolving credit facility for the Company with a five-year term. The Company has the right, subject to customary conditions specified in the Credit Agreement, to request additional revolving credit facility commitments and additional term loans to be made under the Credit Agreement. The proceeds of the term loan have been applied to refinance the outstanding term loan under the September 28, 2021 credit agreement, general corporate purposes, and customary fees and expenses in connection with entering into the Credit Agreement. Amounts outstanding under the Credit Agreement bear interest at an annual rate equal to, at the option of the Company, either Term SOFR for interest periods of one, three or six months or an alternate base rate, in either case plus an applicable margin. The applicable margins are 2.25%, in the case of Term SOFR-based loan, and 1.25%, in the case of alternate base rate loan. The remaining terms of the Credit Agreement as substantially similar to those set forth in the current credit agreement. The foregoing description of the Credit Agreement does not purport to be complete and is subject to, and qualified in its entirety by, the full text of the Credit Agreement, which is attached as Exhibit 10.1 to this Current Report on Form 8-K and incorporated by reference herein.

02 Termination of a Material Definitive Agreement

Item 1.02 Termination of a Material Definitive Agreement. In connection with the Company's entry into the Credit Agreement, the credit agreement dated as of September 28, 2021, as amended, with, inter alia , the lenders party thereto and Morgan Stanley Senior Fund, Inc. as administrative agent was terminated in its entirety and replaced by the Credit Agreement, and the master guarantee agreement and collateral agreement, each dated as of September 28, 2021, were also terminated in their entirety and replaced with the master guarantee agreement and collateral agreement, each dated as of September 26, 2025. Item 2.03 Creation of a Direct Financial Obligation or an Obligation under an Off-Balance Sheet Arrangement of a Registrant. To the extent required by Item 2.03 of Form 8-K, the information included in Item 1.01 of this Current Report on Form 8-K is incorporated by reference into this item.

01 Financial Statements and Exhibits

Item 9.01 Financial Statements and Exhibits. (d) Exhibits The following exhibits are filed herewith: 10.1 Credit Agreement, dated as of September 26, 2025, by and among Virtus Investment Partners, Inc. as borrower, Morgan Stanley Senior Funding, Inc., as administrative agent, and the Lenders party thereto 104 Cover Page Interactive Data File (embedded within the Inline XBRL document)

SIGNATURES

SIGNATURES Pursuant to the requirements of the Securities Exchange Act of 1934, the Registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized. VIRTUS INVESTMENT PARTNERS, INC. Dated: October 1, 2025 By: /s/ Michael A. Angerthal Name: Michael A. Angerthal Title: Executive Vice President, Chief Financial Officer and Treasurer

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