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
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