Virtus Investment Partners (VRTS) Equity Average (2011 - 2026)
Virtus Investment Partners (VRTS) reported Equity Average of $925.7 million for Q1 2026, up 2.98% on a YoY basis from $898.9 million in Q1 2025, and little changed quarter-over-quarter from $926.4 million in Q4 2025.
Virtus Investment Partners (VRTS) Equity Average (2011 - 2026) Analysis & Trends
Virtus Investment Partners has reported Equity Average for 16 years, with the latest figure at $925.7 million in Q1 2026.
- For the quarter ending Q1 2026, Equity Average rose 2.98% year-over-year to $925.7 million; the trailing twelve-month figure through Mar 2026 stood at $925.7 million (up 2.98% YoY), and the FY2025 full-year result was $917.8 million, up 3.72% from the prior year.
- Equity Average for Q1 2026 stood at $925.7 million, roughly flat from $926.4 million in the prior quarter.
- The five-year high for Equity Average was $926.4 million in Q4 2025, with the low at $798.8 million in Q3 2022.
- Historically, Equity Average has averaged $867.6 million across 5 years, with a median of $872.1 million in 2024.
- The largest YoY upside for Equity Average was 13.79% in 2022 against a maximum downside of 1.74% in 2022.
- Virtus Investment Partners' Equity Average stood at $814.4 million in 2022, then rose by 6.57% to $867.9 million in 2023, then advanced by 3.37% to $897.2 million in 2024, then grew by 3.25% to $926.4 million in 2025, then declined by 0.07% to $925.7 million in 2026.
- The last three Equity Average figures came in at $925.7 million (Q1 2026), $926.4 million (Q4 2025), and $908.5 million (Q3 2025), per Business Quant data.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Equity Avg. (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 163.18 Bn | 153.56 Bn | - | 56.51 Bn |
| 2 | Blackstone | 96.85 Bn | 95.80 Bn | - | 14.44 Bn |
| 3 | Kkr | 86.45 Bn | 133.96 Bn | - | 54.71 Bn |
| 4 | Apollo Global Management | 82.30 Bn | 101.04 Bn | 5.04 Bn | 41.02 Bn |
| 5 | State Street | 46.95 Bn | 21.27 Bn | - | - |
| 6 | Ameriprise Financial | 43.65 Bn | 43.52 Bn | 4.57 Bn | 6.38 Bn |
| 7 | Northern Trust | 31.92 Bn | 31.92 Bn | - | 12.97 Bn |
| 8 | Raymond James Financial | 30.62 Bn | 19.37 Bn | - | 6.29 Bn |
| 9 | Ares Management | 29.04 Bn | 32.41 Bn | - | 6.32 Bn |
| 10 | Virtus Investment Partners | 946.70 Mn | 1.00 Bn | 3.64 Mn | 925.72 Mn |
Historic Data
Download Data| Date | Value |
|---|---|
| Mar 31, 2026 | 925.72 Mn |
| Dec 31, 2025 | 926.37 Mn |
| Sep 30, 2025 | 908.52 Mn |
| Jun 30, 2025 | 897.29 Mn |
| Mar 31, 2025 | 898.94 Mn |
| Dec 31, 2024 | 897.18 Mn |
| Sep 30, 2024 | 882.42 Mn |
| Jun 30, 2024 | 874.06 Mn |
| Mar 31, 2024 | 872.15 Mn |
| Dec 31, 2023 | 867.92 Mn |
| Sep 30, 2023 | 862.13 Mn |
| Jun 30, 2023 | 850.50 Mn |
| Mar 31, 2023 | 833.62 Mn |
| Dec 31, 2022 | 814.44 Mn |
| Sep 30, 2022 | 798.82 Mn |
| Jun 30, 2022 | 807.97 Mn |
| Mar 31, 2022 | 830.43 Mn |
| Dec 31, 2021 | 828.87 Mn |
| Sep 30, 2021 | 805.47 Mn |
| Jun 30, 2021 | 764.27 Mn |