Growth Metrics

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 🔒
DateValue
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