Every material Form 8-K Virtus Investment Partners filed with the SEC in 2026, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
Virtus Investment Partners appointed John T. Boyce as a director effective August 19, 2026, and as a member of the Audit Committee. Boyce previously led North America distribution at Insight Investment and Standard Life Investments, a role that the company says brings distribution and operating expertise to its board.
Boyce was appointed effective August 19, 2026, and joins the Audit Committee.
Boyce, 66, served as head of North America distribution for Insight Investment from 2018 to 2023.
He will receive pro rata cash retainer and equity compensation for the remainder of the 2026 board service year.
The filing states there is no arrangement under which Boyce was selected as a director.
Virtus Investment Partners reported second-quarter 2026 results on July 30, 2026. GAAP diluted earnings per share rose 9% to $6.68, helped by $2.65 per share of investment gains, while revenue fell 4% year over year to $201.4 million and adjusted diluted EPS fell 20% to $5.54. Net outflows of $5.6 billion narrowed from $8.4 billion in the first quarter, but assets under management were $152.2 billion, down from $170.7 billion a year earlier.
Revenues were $201.4 million, down 4% from $210.5 million a year earlier and up 1% from $199.5 million in the first quarter of 2026.
GAAP diluted EPS was $6.68 versus $6.12 a year earlier; the company cited $2.65 per share of realized and unrealized gains on investments.
Adjusted diluted EPS was $5.54 versus $6.91 a year earlier, a 20% decline.
Net outflows were $5.6 billion versus $8.4 billion in the prior quarter; assets under management were $152.2 billion at June 30, 2026.
Virtus Investment Partners reported first-quarter 2026 diluted EPS of $1.05, down from $4.05 a year earlier, and revenue of $199.5 million, down 8%. Net income attributable to the company fell 75% to $7.1 million, weighed by $1.69 per share of investment losses and $0.62 per share of acquisition and integration costs, along with net outflows of $8.4 billion. The release contains results only and no guidance.
Diluted EPS of $1.05 vs. $4.05 a year earlier and $5.17 in Q4 2025; adjusted diluted EPS of $5.38 vs. $6.38 a year earlier
Revenue of $199.5 million, down 8% from $217.9 million; GAAP operating income of $15.4 million vs. $36.6 million
Ending assets under management of $149.0 billion at March 31, 2026, down 11% from $167.5 billion; net flows of ($8.4) billion
Closed majority investment in Keystone for $200 million on March 1, 2026; cash fell to $136.6 million from $386.5 million at December 31, 2025
Virtus Investment Partners completed its acquisition of 56% of the equity of Keystone National Group, a private credit manager, effective March 1, 2026. The filing says the purchase price includes $200 million in cash at closing, with further cash payments of $65 million and $30 million due on the first and second anniversaries, plus up to $75 million of contingent payments tied to Keystone revenue targets. Virtus said it financed the deal from existing balance sheet resources and may acquire up to an additional 19% of Keystone through put and call options.
Closed March 1, 2026; Virtus acquired 56% of Keystone's equity under a Purchase Agreement dated December 5, 2025
Cash at closing of $200 million, subject to customary adjustments, plus $65 million on the first anniversary and $30 million on the second anniversary
Up to $75 million of contingent cash consideration over two to three years, tied to specified Keystone revenue targets
Keystone managed $2.5 billion as of December 31, 2025; Virtus may acquire up to an additional 19% of equity through options
Virtus Investment Partners reported fourth-quarter 2025 results, with revenue down 11% from a year earlier to $208.0 million and adjusted diluted earnings per share down 13% to $6.50. GAAP diluted earnings per share rose 11% to $5.17, but the company said that reflected items such as investment gains and fair value adjustments, and assets under management fell to $159.5 billion, which matters to shareholders because lower assets generally reduce fee revenue.
Revenue of $208.0 million, down 11% from $233.5 million a year earlier and down 4% from $216.4 million in the prior quarter
GAAP diluted EPS of $5.17 versus $4.66 a year earlier; adjusted diluted EPS of $6.50 versus $7.50
Net outflows of $8.1 billion in the quarter versus $4.8 billion a year earlier; ending assets under management of $159.5 billion, down 9% year over year
Cash and cash equivalents of $386.5 million at December 31, 2025; the company repurchased 60,292 shares for $10.0 million during the quarter
Briefs are written by AI from the filing text (each brief's own page names the model) and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the model's reading of the filing for shareholders, not a price forecast. Not investment advice.
Only material 8-Ks get a brief: results, deals, executive changes, restructuring, impairments, delisting notices, restatements, cybersecurity incidents and other disclosed events. Routine filings (vote results, exhibits only) are skipped. Every Virtus Investment Partners filing is on SEC EDGAR ↗. 8-K briefs of other companies →