Inferra AI / Company / VRTS
Virtus Investment Partners, Inc.
VRTS · Financials
Last earnings Jul 30, 2026
Key results
EPSquarter
$6.12
htm EX-99.1 Q2 2025 EARNINGS RELEASE Document News Release Virtus Investment Partners Announces Financial Results for Second Quarter 2025 Earnings Per Share - Diluted of $6.12 Earnings Per Share - Diluted, as Adjusted, of $6.25 Total Sales of $5.6B Net Flows of ($3.9B) Assets Under Management of $170.7B Hartford, CT, July 25, 2025 - Virtus Investment Partners, Inc.
SEC original ↗Virtus Investment Partners, Inc. — Earnings release (8-K exhibit)EX-99Jul 25, 2025
GAAP Financial Measures revenuequarter
6 %
GAAP Financial Measures Revenues $ 210.5 $ 224.4 (6 %) $ 217.9 (3 %) Operating expenses $ 165.3 $ 180.2 (8 %) $ 181.3 (9 %) Operating income (loss) $ 45.2 $ 44.2 2 % $ 36.6 23 % Operating margin 21.5 % 19.7 % 16.8 % Net income (loss) attributable to Virtus Investment Partners, Inc.
SEC original ↗Virtus Investment Partners, Inc. — Earnings release (8-K exhibit)EX-99Jul 25, 2025
$ 42.4 $ 17.6 141 % $ 28.6 48 % Earnings (loss) per share - diluted $ 6.12 $ 2.43 152 % $ 4.05 51 % Weighted average shares outstanding - diluted 6.922 7.242 (4 %) 7.073 (2 %) Non-GAAP Financial Measures (1) Revenues, as adjusted $ 191.0 $ 203.0 (6 %) $ 197.6 (3 %) Operating expenses, as adjusted $ 131.2 $ 137.0 (4 %) $ 143.0 (8 %) Operating income (loss), as adjusted $ 59.8 $ 66.0 (9 %) $ 54.6 10 % Operating margin, as adjusted 31.3 % 32.5 % 27.6 % Net income (loss) attributable to Virtus Investment Partners, Inc.
SEC original ↗Virtus Investment Partners, Inc. — Earnings release (8-K exhibit)EX-99Jul 25, 2025
Operating incomequarter
$45.2 million
GAAP Results Operating income of $45.2 million increased from $36.6 million in the prior quarter reflecting a 9% reduction in operating expenses, partially offset by a 3% decline in revenues due to lower average assets under management.
SEC original ↗Virtus Investment Partners, Inc. — Earnings release (8-K exhibit)EX-99Jul 25, 2025
Revenuequarter
3%
GAAP Results Operating income of $45.2 million increased from $36.6 million in the prior quarter reflecting a 9% reduction in operating expenses, partially offset by a 3% decline in revenues due to lower average assets under management.
SEC original ↗Virtus Investment Partners, Inc. — Earnings release (8-K exhibit)EX-99Jul 25, 2025
AI analysis
Q2 2025 · reported Jul 25, 2025
Based on: Earnings release + parent 8-K + 10-Q — transcript not held
Headline figures
| Metric | Q2 2025 | Prior qtr | Year ago |
|---|---|---|---|
| EPS | $6.12 | — | — |
| GAAP Financial Measures revenue | 6 % | — | — |
| Operating income | $45.2 million | — | — |
| Revenue | 3% | — | — |
Guidance · company-stated
No guidance located in the held release
Capital allocation
During the quarter, the company repurchased 175,872 shares for $30.0 million.
Event summary
GAAP measures and other important disclosures Earnings Summary The company presents U.S
Based on: Earnings release + parent 8-K + 10-Q — transcript not held
Guidance & outlook
No guidance located in the held release
Capital allocation
During the quarter, the company repurchased 175,872 shares for $30.0 million.
SEC original ↗Virtus Investment Partners, Inc. — Earnings release (8-K exhibit)EX-99Jul 25, 2025
Gross debt at June 30, 2025 was $234.7 million.
SEC original ↗Virtus Investment Partners, Inc. — Earnings release (8-K exhibit)EX-99Jul 25, 2025
Net debt was $62.5 million, or 0.2x EBITDA.
SEC original ↗Virtus Investment Partners, Inc. — Earnings release (8-K exhibit)EX-99Jul 25, 2025
$ 42,373 $ 17,614 141 % $ 28,647 48 % $ 71,020 $ 47,472 50 % Earnings (Loss) Per Share - Basic $ 6.18 $ 2.47 150 % $ 4.12 50 % $ 10.29 $ 6.66 55 % Earnings (Loss) Per Share - Diluted $ 6.12 $ 2.43 152 % $ 4.05 51 % $ 10.15 $ 6.54 55 % Cash Dividends Declared Per Common Share $ 2.25 $ 1.90 18 % $ 2.25 % $ 4.50 $ 3.80 18 % Weighted Average Shares Outstanding - Basic 6,855 7,127 (4 %) 6,955 (1 %) 6,905 7,123 (3 %) Weighted Average Shares Outstanding - Diluted 6,922 7,242 (4 %) 7,073 (2 %) 6,997 7,264 (4 %) N M - Not Meaningful Virtus Investment Partners, Inc.
SEC original ↗Virtus Investment Partners, Inc. — Earnings release (8-K exhibit)EX-99Jul 25, 2025
Deferred compensation and related investments - Compensation expense, gains and losses (realized and unrealized), and interest and dividend income related to deferred compensation and related balance sheet investments.
SEC original ↗Virtus Investment Partners, Inc. — Earnings release (8-K exhibit)EX-99Jul 25, 2025
Interest expense is adjusted to remove gains on early extinguishment of debt and the write-off of previously capitalized costs associated with the modification of debt.
SEC original ↗Virtus Investment Partners, Inc. — Earnings release (8-K exhibit)EX-99Jul 25, 2025
Strategy & priorities
Institutional sales of $1.3 billion compared with $1.5 billion as higher sales of alternative strategies were offset by lower fixed income and global equities.
SEC original ↗Virtus Investment Partners, Inc. — Earnings release (8-K exhibit)EX-99Jul 25, 2025
Open-end fund sales of $2.8 billion compared with $3.0 billion as higher sales of large-cap and international were offset by other strategies.
SEC original ↗Virtus Investment Partners, Inc. — Earnings release (8-K exhibit)EX-99Jul 25, 2025
Retail separate account net flows of ($0.8) billion compared with ($0.7) billion with net outflows led by small mid-cap strategies.
SEC original ↗Virtus Investment Partners, Inc. — Earnings release (8-K exhibit)EX-99Jul 25, 2025
Open-end fund net flows of ($1.0) billion were essentially unchanged from the prior quarter and were largely due to equity strategies.
SEC original ↗Virtus Investment Partners, Inc. — Earnings release (8-K exhibit)EX-99Jul 25, 2025
Additional information about our firm, investment partners, and strategies is available at virtus.
SEC original ↗Virtus Investment Partners, Inc. — Earnings release (8-K exhibit)EX-99Jul 25, 2025
Risks & headwinds
Our forward-looking statements are based on a series of expectations, assumptions and projections about the company and the markets in which we operate, are not guarantees of future results or performance, and involve substantial risks and uncertainty including assumptions and projections concerning our assets under management, net asset inflows and outflows, operating cash flows, business plans, and ability to borrow, for all future periods.
SEC original ↗Virtus Investment Partners, Inc. — Earnings release (8-K exhibit)EX-99Jul 25, 2025
Any occurrence of, or any material adverse change in, one or more risk factors or risks and uncertainties referred to above, in our 2024 Annual Report on Form 10-K, and our other periodic reports filed with the SEC could materially and adversely affect our operations, financial results, cash flows, prospects and liquidity.
SEC original ↗Virtus Investment Partners, Inc. — Earnings release (8-K exhibit)EX-99Jul 25, 2025
Legal Proceedings 32 Item 1A.
SEC original ↗Virtus Investment Partners, Inc. — 10-Q Quarterly report10-QAug 7, 2026
Commitments and Contingencies Legal Matters The Company is involved from time to time in litigation and arbitration, as well as examinations, inquiries and investigations by various regulatory bodies, involving its compliance with, among other things, securities laws, client 14 Table of Contents investment guidelines, laws governing the activities of broker-dealers and other laws and regulations affecting its products and other activities.
SEC original ↗Virtus Investment Partners, Inc. — 10-Q Quarterly report10-QAug 7, 2026
Competitors
Competitors & peers
Same GICS sector — classification peers, not declared competitors
Filings
33 documents- Q2 2026
- 8-KVRTS
- 10-QVRTS
- 8-KVRTS
- Q1 2026
- 8-KVRTS
- 8-K/AVRTS
- 10-QVRTS
- 8-KVRTS
- 8-KVRTS
- Q4 2025
- 8-KVRTS
- EX-99VRTS
- 10-KVRTS
- 8-KVRTS
- Q3 2025
- 8-KVRTS
- EX-99VRTS
- 8-KVRTS
- EX-99VRTS
- 10-QVRTS
- 8-KVRTS
- 8-KVRTS
- Q2 2025
- 10-QVRTS
- 8-KVRTS
- Q1 2025
- 8-KVRTS
- 8-KVRTS
- 10-QVRTS
- 8-KVRTS
- Q4 2024
- 10-KVRTS
- 8-KVRTS
- Q3 2024
- 8-KVRTS
- 10-QVRTS
- 8-KVRTS
- Q2 2024
- 10-QVRTS
- 8-KVRTS
- Q1 2024
- 8-KVRTS
Earnings releases
13 documentsPresentations
0 documentsNo presentations for Virtus Investment Partners, Inc. are held in this edition of the library.
Transcripts
0 documentsNo transcripts for Virtus Investment Partners, Inc. are held in this edition of the library.
See also the earnings calendar for every tracked company’s next earnings date.