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
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