Virtus Investment Partners (VRTS) Equity Average (2011 - 2026)
Virtus Investment Partners posted quarterly Equity Average of $925.7 million for Q1 2026, up 2.98% year-on-year from $898.9 million in Q1 2025, and little changed on a QoQ basis from $926.4 million in Q4 2025.
Virtus Investment Partners (VRTS) has 16 years of Equity Average data on file, last reported 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.
- Across five years, Equity Average topped out at $926.4 million in Q4 2025 and bottomed at $798.8 million in Q3 2022.
- The 5-year median for Equity Average is $872.1 million (2024), against an average of $867.6 million.
- Peak annual rise in Equity Average reached 13.79% in 2022, while the deepest fall reached 1.74% in 2022.
- A 5-year view of Equity Average shows it stood at $814.4 million in 2022, then gained by 6.57% to $867.9 million in 2023, then climbed by 3.37% to $897.2 million in 2024, then increased by 3.25% to $926.4 million in 2025, then fell 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 | 158.51 Bn | 148.89 Bn | - | 56.51 Bn |
| 2 | Blackstone | 92.68 Bn | 91.63 Bn | - | 14.44 Bn |
| 3 | Kkr | 84.94 Bn | 132.45 Bn | - | 54.71 Bn |
| 4 | Brookfield Asset Management | 77.34 Bn | 77.68 Bn | - | 8.75 Bn |
| 5 | Apollo Global Management | 76.27 Bn | 95.00 Bn | 5.04 Bn | 41.02 Bn |
| 6 | State Street | 44.42 Bn | 18.75 Bn | - | - |
| 7 | Ameriprise Financial | 41.68 Bn | 41.55 Bn | 4.57 Bn | 6.38 Bn |
| 8 | Northern Trust | 31.21 Bn | 31.21 Bn | - | 12.97 Bn |
| 9 | Ares Management | 28.85 Bn | 32.22 Bn | - | 6.32 Bn |
| 10 | Virtus Investment Partners | 974.40 Mn | 1.03 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 |
| Mar 31, 2021 | 729.82 Mn |
| Dec 31, 2020 | 704.48 Mn |
| Sep 30, 2020 | 677.26 Mn |
| Jun 30, 2020 | 666.49 Mn |
| Mar 31, 2020 | 676.36 Mn |
| Dec 31, 2019 | 681.94 Mn |
| Sep 30, 2019 | 670.64 Mn |
| Jun 30, 2019 | 655.07 Mn |
| Mar 31, 2019 | 645.16 Mn |
| Dec 31, 2018 | 651.55 Mn |
| Sep 30, 2018 | 649.80 Mn |
| Jun 30, 2018 | 632.89 Mn |
| Mar 31, 2018 | 615.32 Mn |
| Dec 31, 2017 | 594.71 Mn |
| Sep 30, 2017 | 586.76 Mn |
| Jun 30, 2017 | 570.86 Mn |
| Mar 31, 2017 | 437.03 Mn |
| Dec 31, 2016 | 395.74 Mn |
| Sep 30, 2016 | 467.95 Mn |
| Jun 30, 2016 | 485.75 Mn |
| Mar 31, 2016 | 507.42 Mn |
| Dec 31, 2015 | 524.39 Mn |
| Sep 30, 2015 | 549.15 Mn |
| Jun 30, 2015 | 562.06 Mn |
| Mar 31, 2015 | 564.25 Mn |
| Dec 31, 2014 | 561.89 Mn |
| Sep 30, 2014 | 537.43 Mn |
| Jun 30, 2014 | 512.26 Mn |
| Mar 31, 2014 | 501.48 Mn |
| Dec 31, 2013 | 479.34 Mn |
| Sep 30, 2013 | 361.09 Mn |
| Jun 30, 2013 | 250.75 Mn |
| Mar 31, 2013 | 244.80 Mn |
| Dec 31, 2012 | 240.58 Mn |
| Sep 30, 2012 | 231.53 Mn |
| Jun 30, 2012 | 225.41 Mn |
| Mar 31, 2012 | 203.81 Mn |
| Dec 31, 2011 | 115.33 Mn |
| Sep 30, 2011 | 50.11 Mn |