Virtus Investment Partners (VRTS) EBITDA Margin (2010 - 2026)
Virtus Investment Partners' (VRTS) quarterly EBITDA Margin came in at 7.74% in Q1 2026, down 905.0% YoY from 0.96% in Q1 2025, and down 59.55% on a QoQ basis from 19.14% in Q4 2025.
Virtus Investment Partners (VRTS) EBITDA Margin (2010 - 2026) Analysis & Trends
Virtus Investment Partners (VRTS) has 17 years of EBITDA Margin data on file, last reported at 7.74% in Q1 2026.
- Quarterly EBITDA Margin fell 905.0% year-over-year to 7.74% in Q1 2026, while the trailing twelve-month figure through Mar 2026 was 17.68% (down 301.0% YoY) and the FY2025 annual result came in at 19.78%, down 34.0% from the prior year.
- EBITDA Margin fell to 7.74% in Q1 2026, from 19.14% in the prior quarter.
- In the past five years, EBITDA Margin ranged from a high of 25.97% in Q1 2022 to a low of 7.74% in Q1 2026.
- A 5-year average of 19.2% and a median of 19.7% in 2024 frame the typical range for EBITDA Margin.
- Annual changes were most pronounced in 2022 — EBITDA Margin sank 1607 bps — and 2024, when it surged 386 bps.
- Tracing VRTS's EBITDA Margin over 5 years: stood at 15.74% in 2022, then gained by 15 bps to 18.15% in 2023, then advanced by 20 bps to 21.72% in 2024, then dropped by 12 bps to 19.14% in 2025, then plunged by 60 bps to 7.74% in 2026.
- The last three EBITDA Margin figures came in at 7.74% (Q1 2026), 19.14% (Q4 2025), and 21.75% (Q3 2025), per Business Quant data.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | EBITDA Margin (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 176.99 Bn | 163.12 Bn | - | 34.74% |
| 2 | Blackstone | 113.16 Bn | 110.65 Bn | - | 58.55% |
| 3 | Kkr | 96.05 Bn | -181.02 Bn | - | 35.61% |
| 4 | Brookfield | 92.54 Bn | 45.14 Bn | - | - |
| 5 | Brookfield Asset Management | 82.31 Bn | 80.81 Bn | - | 79.12% |
| 6 | Apollo Global Management | 77.14 Bn | 51.77 Bn | 10.54 Bn | 47.97% |
| 7 | State Street | 50.64 Bn | 50.64 Bn | - | 83.30% |
| 8 | Ameriprise Financial | 50.31 Bn | 39.27 Bn | 4.72 Bn | 24.36% |
| 9 | Northern Trust | 33.61 Bn | 33.61 Bn | - | 191.07% |
| 10 | Virtus Investment Partners | 1.12 Bn | 941.60 Mn | 169.16 Mn | 14.40% |
Historic Data
Download Data| Date | Value |
|---|---|
| Jun 30, 2026 | 13.57% |
| Mar 31, 2026 | 7.74% |
| Dec 31, 2025 | 19.14% |
| Sep 30, 2025 | 21.75% |
| Jun 30, 2025 | 21.47% |
| Mar 31, 2025 | 16.79% |
| Dec 31, 2024 | 21.72% |
| Sep 30, 2024 | 24.34% |
| Jun 30, 2024 | 19.70% |
| Mar 31, 2024 | 14.55% |
| Dec 31, 2023 | 18.15% |
| Sep 30, 2023 | 20.48% |
| Jun 30, 2023 | 18.29% |
| Mar 31, 2023 | 14.44% |
| Dec 31, 2022 | 15.74% |
| Sep 30, 2022 | 20.93% |
| Jun 30, 2022 | 25.15% |
| Mar 31, 2022 | 25.97% |
| Dec 31, 2021 | 31.42% |
| Sep 30, 2021 | 37.01% |