Virtus reported FY 2025 total revenues of USD 852.9 million (-6.0%) and operating income of USD 168.7 million (-7.6%). Investment management fees were USD 725.0 million (-6.3%), while net income attributable to shareholders was USD 138.4 million (+13.7%) and diluted EPS was USD 19.97 (+18.2%). Total AUM ended FY 2025 at USD 159.5 billion (-8.9%), reflecting net outflows of USD 18.9 billion and market performance of USD 5.9 billion; total sales were USD 23.4 billion (-12.4%). By product, AUM was USD 52.8 billion in open-end funds (-5.9%), USD 10.6 billion in closed-end funds (+4.0%), USD 43.1 billion in retail separate accounts (-13.0%) and USD 53.0 billion in institutional accounts (-10.4%). The company also highlighted the acquisition of a 35% minority stake in Crescent Cove Advisors for USD 41.1 million (completed December 15, 2025) and an agreement to acquire a majority interest in Keystone National Group for USD 200.0 million at closing plus up to USD 170.0 million of deferred consideration, expected to close in Q1 2026.
Disclaimer: This news brief was created by Public Technologies (PUBT) using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. Virtus Investment Partners Inc. published the original content used to generate this news brief via EDGAR, the Electronic Data Gathering, Analysis, and Retrieval system operated by the U.S. Securities and Exchange Commission (Ref. ID: 0000883237-26-000009), on February 27, 2026, and is solely responsible for the information contained therein.
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