Q4 2025 Virtus Investment Partners Inc Earnings Call Transcript

Feb 6, 2026 / 03:00 PM GMT

Release Date Price: €126 (-1.56%)

Transcript 8-K

Key Points

Positve

Virtus Investment Partners Inc (VRTS) reported solid long-term investment performance, with 62% of equity assets, 77% of fixed income assets, and 71% of alternative assets outperforming their benchmarks over a 10-year period.
The company continues to expand its product offerings, launching three new actively managed ETFs in the quarter and planning several additional launches in the coming quarters.
Virtus Investment Partners Inc (VRTS) has made strategic investments in private markets, acquiring a majority interest in Keystone National Group and a minority investment in Crescent Cove, enhancing its private market offerings.
ETFs showed strong momentum with $0.6 billion in positive net flows, sustaining a strong double-digit organic growth rate.
The company maintains a solid balance sheet with significant liquidity, including $386 million in cash and equivalents and an undrawn $250 million revolver.

Negative

Virtus Investment Partners Inc (VRTS) faced a challenging environment with quality-oriented equity strategies, which represent half of its AUM, remaining out of favor, resulting in increased net outflows.
Total net outflows were $8.1 billion, primarily driven by equities, with institutional net outflows of $3 billion and retail separate accounts experiencing net outflows of $2.5 billion.
The operating margin declined modestly to 32.4% from 33% in the previous quarter, reflecting lower average AUM.
Earnings per share decreased to $6.50 from $6.69 in the third quarter.
The company continues to face headwinds in US retail funds, with known redemptions exceeding known wins on the institutional side.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

VRTS.N - Virtus Investment Partners Inc
Q4 2025 Virtus Investment Partners Inc Earnings Call
Feb 06, 2026 / 03:00PM GMT

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Presentation
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Unidentified_1 [1]
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Good morning. My name is Didi and I will be your conference operator today. I would like to welcome everyone to the Vertis Investment Partners quarterly conference call. The slide presentation for this call is available in the investor relations section of the Vertus website www.vertus.com. This call is being recorded and will be available for replay on the Vertius website.

At this time all participants are in a listen-only mode. After the speaker's remarks, there will be a question-and-answer period, and instructions will follow at that time. I will now turn the conference to your host, Sean Rourke.

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Unidentified_2

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