Q1 2026 Virtus Investment Partners Inc Earnings Call Transcript

May 1, 2026 / 02:00 PM GMT

Release Date Price: $136 (-6.56%)

Transcript 10-Q8-K

Key Points

Positve

Virtus Investment Partners Inc (VRTS) reported an 8% increase in sales, driven by growth in U.S. Retail funds, separate accounts, and global funds.
The company expanded into private markets with an investment in Keystone National Group, enhancing its asset-centric private credit capability.
Virtus Investment Partners Inc (VRTS) launched new actively managed ETFs, including an emerging markets dividend ETF and a real estate income ETF.
The company saw positive net flows in several strategies, including high-conviction growth equity and multi-sector fixed income.
Despite challenges, the company maintained a strong balance sheet with $137 million in cash and equivalents and $200 million of undrawn capacity on its revolving credit facility.

Negative

Virtus Investment Partners Inc (VRTS) experienced total net outflows of $8.4 billion, primarily driven by equities.
Assets under management decreased to $149 billion from $159 billion due to net outflows and market performance.
The operating margin declined to 24% due to seasonally higher employment expenses.
Earnings per share as adjusted declined 6% excluding seasonal employment expenses.
The company faced continued style headwinds for quality-oriented strategies, impacting net flows negatively.

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

VRTS.N - Virtus Investment Partners Inc
Q1 2026 Virtus Investment Partners Inc Earnings Call
May 01, 2026 / 02:00PM GMT

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Presentation
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Unidentified_1 [1]
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Good morning. My name is Dee Dee, and I will be your conference operator today. I would like to welcome everyone to the First Miss Investment Partners quarterly conference call.

The slide presentation for this call is available in the Investor Relations section of the Virtus website at www.vertus.com.

This call is being recorded and will be available for replay on the Virtus 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, Shawn Rourke.

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