Growth Metrics

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

Virtus Investment Partners posted quarterly Accumulated Expenses of $75.0 million for Q1 2026, down 19.38% year-on-year from $93.0 million in Q1 2025, and down 58.99% on a QoQ basis from $182.8 million in Q4 2025.

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

  • For the quarter ending Q1 2026, Accumulated Expenses fell 19.38% year-over-year to $75.0 million; the trailing twelve-month figure through Mar 2026 stood at $75.0 million (down 19.38% YoY), and the FY2025 full-year result was $182.8 million, down 18.57% from the prior year.
  • Accumulated Expenses for Q1 2026 stood at $75.0 million, down from $182.8 million in the prior quarter.
  • Across five years, Accumulated Expenses topped out at $224.5 million in Q4 2024 and bottomed at $69.1 million in Q1 2023.
  • The 5-year median for Accumulated Expenses is $132.3 million (2024), against an average of $136.4 million.
  • The widest annual swing landed in 2024, when Accumulated Expenses jumped 38.33%; it then decreased 19.38% in 2026.
  • A 5-year view of Accumulated Expenses shows it stood at $181.8 million in 2022, then advanced by 10.47% to $200.8 million in 2023, then grew by 11.78% to $224.5 million in 2024, then slipped by 18.57% to $182.8 million in 2025, then plunged 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.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr)
1 BlackRock 158.51 Bn 148.89 Bn -
2 Blackstone 92.68 Bn 91.63 Bn -
3 Kkr 84.94 Bn 132.45 Bn -
4 Brookfield Asset Management 77.34 Bn 77.68 Bn -
5 Apollo Global Management 76.27 Bn 95.00 Bn 5.04 Bn
6 State Street 44.42 Bn 18.75 Bn -
7 Ameriprise Financial 41.68 Bn 41.55 Bn 4.57 Bn
8 Northern Trust 31.21 Bn 31.21 Bn -
9 Ares Management 28.85 Bn 32.22 Bn -
10 Virtus Investment Partners 974.40 Mn 1.03 Bn 3.64 Mn

Historic Data

Download Data 🔒
DateValue
Mar 31, 2026 74.97 Mn
Dec 31, 2025 182.81 Mn
Sep 30, 2025 162.57 Mn
Jun 30, 2025 120.20 Mn
Mar 31, 2025 92.99 Mn
Dec 31, 2024 224.50 Mn
Sep 30, 2024 180.08 Mn
Jun 30, 2024 132.26 Mn
Mar 31, 2024 95.59 Mn
Dec 31, 2023 200.84 Mn
Sep 30, 2023 161.75 Mn
Jun 30, 2023 117.68 Mn
Mar 31, 2023 69.10 Mn
Dec 31, 2022 181.81 Mn
Sep 30, 2022 145.36 Mn
Jun 30, 2022 105.11 Mn
Mar 31, 2022 70.65 Mn
Dec 31, 2021 187.45 Mn
Sep 30, 2021 139.11 Mn
Jun 30, 2021 96.51 Mn
Mar 31, 2021 62.34 Mn
Dec 31, 2020 122.51 Mn
Sep 30, 2020 87.26 Mn
Jun 30, 2020 56.23 Mn
Mar 31, 2020 36.64 Mn
Dec 31, 2019 101.38 Mn
Sep 30, 2019 78.07 Mn
Jun 30, 2019 52.68 Mn
Mar 31, 2019 31.11 Mn
Dec 31, 2018 93.34 Mn
Sep 30, 2018 70.75 Mn
Jun 30, 2018 45.19 Mn
Mar 31, 2018 27.47 Mn
Dec 31, 2017 86.66 Mn
Sep 30, 2017 69.83 Mn
Jun 30, 2017 51.98 Mn
Mar 31, 2017 16.52 Mn
Dec 31, 2016 47.89 Mn
Sep 30, 2016 37.81 Mn
Jun 30, 2016 26.24 Mn
Mar 31, 2016 15.04 Mn
Dec 31, 2015 49.62 Mn
Sep 30, 2015 38.21 Mn
Jun 30, 2015 27.13 Mn
Mar 31, 2015 17.34 Mn
Dec 31, 2014 54.82 Mn
Sep 30, 2014 42.92 Mn
Jun 30, 2014 29.78 Mn
Mar 31, 2014 18.35 Mn
Dec 31, 2013 53.14 Mn
Sep 30, 2013 39.41 Mn
Jun 30, 2013 26.59 Mn
Mar 31, 2013 18.10 Mn
Dec 31, 2012 41.25 Mn
Sep 30, 2012 30.16 Mn
Mar 31, 2012 13.42 Mn
Dec 31, 2011 31.17 Mn
Sep 30, 2011 22.58 Mn
Jun 30, 2011 15.14 Mn
Dec 31, 2010 19.25 Mn