Virtus Investment Partners (VRTS) Accumulated Expenses (2010 - 2026)
Virtus Investment Partners (VRTS) posted Accumulated Expenses of $75.0 million for Q1 2026, down 58.99% on a QoQ basis from $182.8 million in Q4 2025, and down 19.38% year-over-year from $93.0 million in Q1 2025.
Virtus Investment Partners (VRTS) Accumulated Expenses (2010 - 2026) Analysis & Trends
Virtus Investment Partners' Accumulated Expenses history runs 17 years deep, the most recent figure standing at $75.0 million for 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 was $75.0 million for Q1 2026 at Virtus Investment Partners, 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.
- 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 declined 19.38%.
- Virtus Investment Partners' Accumulated Expenses stood at $181.8 million in 2022, then climbed by 10.47% to $200.8 million in 2023, then increased by 11.78% to $224.5 million in 2024, then dropped by 18.57% to $182.8 million in 2025, then tumbled by 58.99% to $75.0 million in 2026.
- Business Quant data shows VRTS's Accumulated Expenses at $75.0 million in Q1 2026, $182.8 million in Q4 2025, and $162.6 million in Q3 2025.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) |
|---|---|---|---|---|
| 1 | Brookfield | 1,236.60 Bn | 1,311.20 Bn | 18.56 Bn |
| 2 | BlackRock | 161.01 Bn | 148.08 Bn | - |
| 3 | Blackstone | 97.77 Bn | 96.72 Bn | - |
| 4 | Apollo Global Management | 70.80 Bn | 90.38 Bn | -409.00 Mn |
| 5 | State Street | 51.30 Bn | 51.30 Bn | - |
| 6 | Ameriprise Financial | 48.54 Bn | 39.27 Bn | 4.57 Bn |
| 7 | Northern Trust | 32.93 Bn | 32.93 Bn | - |
| 8 | Raymond James Financial | 32.59 Bn | 17.67 Bn | - |
| 9 | Price T Rowe | 24.70 Bn | 21.13 Bn | - |
| 10 | Virtus Investment Partners | 1.09 Bn | 1.15 Bn | 197.88 Mn |
Historic Data
Download Data| Date | Value |
|---|---|
| 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 |