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| 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 |
| 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 |