# Virtus Investment Partners, Inc.: overview

VRTS · NYSE · CIK 883237 · [Financials](/sectors/financials.md) · fiscal year ends Dec 31

Pages: [Overview](/companies/vrts.md) · [Financials](/companies/vrts/financials.md) · [Filings](/companies/vrts/filings.md) · [Insiders](/companies/vrts/insiders.md)

Latest reported revenue: [$201.4m](/filings/0000883237-26-000048.md) for Q2 FY2026, three months to 2026-06-30, from the 10-Q filed Aug 7, 2026 (XBRL us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax, accession 0000883237-26-000048).

## Last eight quarters

| Line item | Unit | Q3 FY2024 (2024-09-30) | Q4 FY2024 (2024-12-31) | Q1 FY2025 (2025-03-31) | Q2 FY2025 (2025-06-30) | Q3 FY2025 (2025-09-30) | Q4 FY2025 (2025-12-31) | Q1 FY2026 (2026-03-31) | Q2 FY2026 (2026-06-30) |
| --- | --- | ---: | ---: | ---: | ---: | ---: | ---: | ---: | ---: |
| Revenue | $m | [227](/filings/0000883237-25-000127.md) | [233 d](/filings/0000883237-26-000009.md) | [218](/filings/0000883237-26-000026.md) | [211](/filings/0000883237-26-000048.md) | [216](/filings/0000883237-25-000127.md) | [208 d](/filings/0000883237-26-000009.md) | [200](/filings/0000883237-26-000026.md) | [201](/filings/0000883237-26-000048.md) |
| Gross margin | % | not reported | not reported | not reported | not reported | not reported | not reported | not reported | not reported |
| Operating margin | % | [24.3%](/filings/0000883237-25-000127.md) | [21.7% d](/filings/0000883237-26-000009.md) | [16.8%](/filings/0000883237-26-000026.md) | [21.5%](/filings/0000883237-26-000048.md) | [21.7%](/filings/0000883237-25-000127.md) | [19.1% d](/filings/0000883237-26-000009.md) | [7.7%](/filings/0000883237-26-000026.md) | [13.6%](/filings/0000883237-26-000048.md) |
| Net margin | % | [21.6%](/filings/0000883237-25-000127.md) | [16.9% d](/filings/0000883237-26-000009.md) | [12.9%](/filings/0000883237-26-000026.md) | [20.3%](/filings/0000883237-26-000048.md) | [14.5%](/filings/0000883237-25-000127.md) | [16.3% d](/filings/0000883237-26-000009.md) | [3.1%](/filings/0000883237-26-000026.md) | [22.2%](/filings/0000883237-26-000048.md) |
| Diluted EPS | $ per share | [5.71](/filings/0000883237-25-000127.md) | not reported | [4.05](/filings/0000883237-26-000026.md) | [6.12](/filings/0000883237-26-000048.md) | [4.65](/filings/0000883237-25-000127.md) | not reported | [1.05](/filings/0000883237-26-000026.md) | [6.68](/filings/0000883237-26-000048.md) |
| Free cash flow | $m | [68.7 d](/filings/0000883237-25-000127.md) | [(105) d](/filings/0000883237-26-000009.md) | [(6.8)](/filings/0000883237-26-000026.md) | [74.2 d](/filings/0000883237-26-000048.md) | [107 d](/filings/0000883237-25-000127.md) | [(248) d](/filings/0000883237-26-000009.md) | [33.5](/filings/0000883237-26-000026.md) | [56.1 d](/filings/0000883237-26-000048.md) |

- Revenue. XBRL Revenue: us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax. Derived values: 12-month figure less the 9-month figure.
- Gross margin (gross profit / revenue). XBRL Revenue: us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax. Derived values: 12-month figure less the 9-month figure.
- Operating margin (operating income / revenue). XBRL Operating income: us-gaap:OperatingIncomeLoss; Revenue: us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax. Derived values: 12-month figure less the 9-month figure.
- Net margin (net income / revenue). XBRL Net income: us-gaap:ProfitLoss; Revenue: us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax. Derived values: 12-month figure less the 9-month figure.
- Diluted EPS. XBRL Diluted EPS: us-gaap:EarningsPerShareDiluted.
- Free cash flow (operating cash flow − capital expenditure). XBRL Operating cash flow: us-gaap:NetCashProvidedByUsedInOperatingActivities; Capital expenditure: us-gaap:PaymentsToAcquirePropertyPlantAndEquipment. Derived values: 9-month figure less the 6-month figure; 12-month figure less the 9-month figure; 6-month figure less the 3-month figure.

## Last five fiscal years

| Line item | Unit | FY2021 (2021-12-31) | FY2022 (2022-12-31) | FY2023 (2023-12-31) | FY2024 (2024-12-31) | FY2025 (2025-12-31) |
| --- | --- | ---: | ---: | ---: | ---: | ---: |
| Revenue | $m | [979](/filings/0000883237-24-000025.md) | [886](/filings/0000883237-25-000010.md) | [845](/filings/0000883237-26-000009.md) | [907](/filings/0000883237-26-000009.md) | [853](/filings/0000883237-26-000009.md) |
| Gross margin | % | not reported | not reported | not reported | not reported | not reported |
| Operating margin | % | [33.2%](/filings/0000883237-24-000025.md) | [22.3%](/filings/0000883237-25-000010.md) | [17.9%](/filings/0000883237-26-000009.md) | [20.1%](/filings/0000883237-26-000009.md) | [19.8%](/filings/0000883237-26-000009.md) |
| Net margin | % | [21.3%](/filings/0000883237-22-000056.md) | [12.0%](/filings/0000883237-25-000010.md) | [16.7%](/filings/0000883237-26-000009.md) | [16.8%](/filings/0000883237-26-000009.md) | [15.9%](/filings/0000883237-26-000009.md) |
| Diluted EPS | $ per share | [26.01](/filings/0000883237-24-000025.md) | [15.50](/filings/0000883237-25-000010.md) | [17.71](/filings/0000883237-26-000009.md) | [16.89](/filings/0000883237-26-000009.md) | [19.97](/filings/0000883237-26-000009.md) |
| Free cash flow | $m | [660](/filings/0000883237-24-000025.md) | [126](/filings/0000883237-25-000010.md) | [228](/filings/0000883237-26-000009.md) | [(3.8)](/filings/0000883237-26-000009.md) | [(74.1)](/filings/0000883237-26-000009.md) |

- Revenue. XBRL Revenue: us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax.
- Gross margin (gross profit / revenue). XBRL Revenue: us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax.
- Operating margin (operating income / revenue). XBRL Operating income: us-gaap:OperatingIncomeLoss; Revenue: us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax.
- Net margin (net income / revenue). XBRL Net income: us-gaap:NetIncomeLoss; Revenue: us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax; Net income: us-gaap:ProfitLoss.
- Diluted EPS. XBRL Diluted EPS: us-gaap:EarningsPerShareDiluted.
- Free cash flow (operating cash flow − capital expenditure). XBRL Operating cash flow: us-gaap:NetCashProvidedByUsedInOperatingActivities; Capital expenditure: us-gaap:PaymentsToAcquirePropertyPlantAndEquipment.

Each value links to the filing it came from. d marks a derived value. A ratio is not reported when any input is missing.

## Insider purchases and sales

The last 20 open-market transactions on Form 4 (codes P and S). Reported price is as stated on the form, not a market price. [All insider transactions](/companies/vrts/insiders.md)

None in coverage.

## Funds that report holding it

From each manager’s latest Form 13F, largest reported value first. Reported value is as filed: filing data, not a price. [All funds](/funds.md)

| Fund | Quarter ended | Reported value | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | --- | --- |
| [BlackRock, Inc.](/funds/2012383.md) | 2026-06-30 | $151.6m | 1,056,614 |  | Added +57,246 |
| [VANGUARD PORTFOLIO MANAGEMENT LLC](/funds/2100121.md) | 2026-06-30 | $64.6m | 450,124 |  | Reduced −34,766 |
| [STATE STREET CORP](/funds/93751.md) | 2026-06-30 | $64.3m | 448,314 |  | Added +9,580 |
| [VICTORY CAPITAL MANAGEMENT INC](/funds/1040188.md) | 2026-06-30 | $50.6m | 352,930 |  | Added +34,921 |
| [DIMENSIONAL FUND ADVISORS LP](/funds/354204.md) | 2026-06-30 | $45.3m | 315,715 |  | Added +10,600 |
| [AQR CAPITAL MANAGEMENT LLC](/funds/1167557.md) | 2026-06-30 | $41.1m | 286,625 |  | Added +154,351 |
| [VANGUARD CAPITAL MANAGEMENT LLC](/funds/2100119.md) | 2026-06-30 | $40.2m | 279,848 |  | Reduced −5,698 |
| [CHARLES SCHWAB INVESTMENT MANAGEMENT INC](/funds/884546.md) | 2026-06-30 | $40.1m | 279,346 |  | Added +20,531 |
| [AMERICAN CENTURY COMPANIES INC](/funds/748054.md) | 2026-06-30 | $28.0m | 195,363 |  | Added +6,550 |
| [GEODE CAPITAL MANAGEMENT, LLC](/funds/1214717.md) | 2026-06-30 | $23.7m | 165,425 |  | Added +6,200 |

## Recent filings

[All 869 filings](/companies/vrts/filings.md)

| Filed | Accepted | Form | What it is | Accession |
| --- | --- | --- | --- | --- |
| 2026-08-20 | 16:37 ET | [8-K](/filings/0000883237-26-000052.md) | 5.02 Departure or appointment of officers or directors; 9.01 Financial statements and exhibits | 0000883237-26-000052 |
| 2026-08-07 | 16:31 ET | [10-Q](/filings/0000883237-26-000048.md) | Quarterly report, period 2026-06-30 | 0000883237-26-000048 |
| 2026-07-30 | 07:02 ET | [8-K](/filings/0000883237-26-000041.md) | 2.02 Results of operations; 9.01 Financial statements and exhibits | 0000883237-26-000041 |
| 2026-05-20 | 16:30 ET | [8-K](/filings/0000883237-26-000036.md) | 5.07 Shareholder vote results; 9.01 Financial statements and exhibits | 0000883237-26-000036 |
| 2026-05-14 | 16:43 ET | [8-K/A](/filings/0000883237-26-000032.md) | 9.01 Financial statements and exhibits | 0000883237-26-000032 |
| 2026-05-08 | 17:00 ET | [10-Q](/filings/0000883237-26-000026.md) | Quarterly report, period 2026-03-31 | 0000883237-26-000026 |
| 2026-05-01 | 07:01 ET | [8-K](/filings/0000883237-26-000020.md) | 2.02 Results of operations; 9.01 Financial statements and exhibits | 0000883237-26-000020 |
| 2026-04-17 | 08:00 ET | [8-K](/filings/0000883237-26-000017.md) | 7.01 Regulation FD disclosure; 9.01 Financial statements and exhibits | 0000883237-26-000017 |
| 2026-04-07 | 16:52 ET | [DEF 14A](/filings/0001193125-26-145685.md) | Proxy statement, period 2026-05-20 | 0001193125-26-145685 |
| 2026-03-02 | 08:59 ET | [8-K](/filings/0000883237-26-000012.md) | 2.01 Completion of an acquisition or disposition; 7.01 Regulation FD disclosure; 9.01 Financial statements and exhibits | 0000883237-26-000012 |

## Latest annual report

[Form 10-K for the fiscal year ended Dec 31, 2025](/filings/0000883237-26-000009.md), filed Feb 27, 2026.

## Forecast league

Q3 FY2026, the quarter ended 2026-09-30, is open for forecasts until the first results filing for it is accepted by EDGAR. Results are due by \[object Promise\]. [Forecast this quarter](/leagues/2026q3/targets/cf3c3247-6330-4c74-84f4-d50645a5d6f7)

## About the filer

- CIK: 883237
- Tickers: VRTS
- Exchange: NYSE
- SIC code: 6282 Investment Advice
- State of incorporation: DE
- Filer category: Large accelerated filer

Source: SEC EDGAR, XBRL company facts, the filing index and Forms 4. Last ingested by Listed: Oct 27, 2026, 16:27 ET. No prices; not investment advice.