Virtus Investment Partners (VRTS) Accumulated Expenses (2010 - 2026)

Virtus Investment Partners (VRTS) has 17 years of Accumulated Expenses data on file, last reported at $75.0 million in Q1 2026.

• Quarterly Accumulated Expenses fell 19.38% year-over-year to $75.0 million in Q1 2026, while the trailing twelve-month figure through Mar 2026 was $75.0 million (down 19.38% YoY) and the FY2025 annual result came in at $182.8 million, down 18.57% from the prior year.
• Accumulated Expenses fell to $75.0 million in Q1 2026, from $182.8 million in the prior quarter.
• In the past five years, Accumulated Expenses ranged from a high of $224.5 million in Q4 2024 to a low of $69.1 million in Q1 2023.
• A 5-year average of $136.4 million and a median of $132.3 million in 2024 frame the typical range for Accumulated Expenses.
• Annual changes were most pronounced in 2024 — Accumulated Expenses jumped 38.33% — and 2026, when it decreased 19.38%.
• Tracing VRTS's Accumulated Expenses over 5 years: stood at $181.8 million in 2022, then gained by 10.47% to $200.8 million in 2023, then climbed by 11.78% to $224.5 million in 2024, then decreased by 18.57% to $182.8 million in 2025, then sank by 58.99% to $75.0 million in 2026.
• The last three Accumulated Expenses figures came in at $75.0 million (Q1 2026), $182.8 million (Q4 2025), and $162.6 million (Q3 2025), per Business Quant data.