Virtus Investment Partners (VRTS) Equity Ratio (2010 - 2026)
Virtus Investment Partners (VRTS) reported Equity Ratio of 0.2 for Q1 2026, down 17.26% on a YoY basis from 0.24 in Q1 2025, and down 7.61% quarter-over-quarter from 0.22 in Q4 2025.
Virtus Investment Partners (VRTS) Equity Ratio (2010 - 2026) Analysis & Trends
Virtus Investment Partners has reported Equity Ratio for 17 years, with the latest figure at 0.2 in Q1 2026.
- For the quarter ending Q1 2026, Equity Ratio fell 17.26% year-over-year to 0.2; the trailing twelve-month figure through Mar 2026 stood at 0.2 (down 17.26% YoY), and the FY2025 full-year result was 0.22, down 3.57% from the prior year.
- Equity Ratio for Q1 2026 stood at 0.2, down from 0.22 in the prior quarter.
- The five-year high for Equity Ratio was 0.25 in Q3 2024, with the low at 0.2 in Q1 2026.
- Historically, Equity Ratio has averaged 0.23 across 5 years, with a median of 0.23 in 2023.
- Annual changes were most pronounced in 2023 — Equity Ratio gained 13.38% — and 2026, when it dropped 17.26%.
- Virtus Investment Partners' Equity Ratio stood at 0.21 in 2022, then advanced by 13.38% to 0.24 in 2023, then decreased by 4.37% to 0.23 in 2024, then dropped by 3.57% to 0.22 in 2025, then retreated by 7.61% to 0.2 in 2026.
- The last three Equity Ratio figures came in at 0.2 (Q1 2026), 0.22 (Q4 2025), and 0.24 (Q3 2025), per Business Quant data.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Equity Ratio (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 163.18 Bn | 153.56 Bn | - | 0.33 |
| 2 | Blackstone | 96.85 Bn | 95.80 Bn | - | 0.17 |
| 3 | Kkr | 86.45 Bn | 133.96 Bn | - | 0.07 |
| 4 | Apollo Global Management | 82.30 Bn | 101.04 Bn | 5.04 Bn | 0.08 |
| 5 | State Street | 46.95 Bn | 21.27 Bn | - | - |
| 6 | Ameriprise Financial | 43.65 Bn | 43.52 Bn | 4.57 Bn | 0.03 |
| 7 | Northern Trust | 31.92 Bn | 31.92 Bn | - | 0.07 |
| 8 | Raymond James Financial | 30.62 Bn | 19.37 Bn | - | 0.14 |
| 9 | Ares Management | 29.04 Bn | 32.41 Bn | - | 0.29 |
| 10 | Virtus Investment Partners | 946.70 Mn | 1.00 Bn | 3.64 Mn | 0.20 |
Historic Data
Download Data| Date | Value |
|---|---|
| Mar 31, 2026 | 0.20 |
| Dec 31, 2025 | 0.22 |
| Sep 30, 2025 | 0.24 |
| Jun 30, 2025 | 0.24 |
| Mar 31, 2025 | 0.24 |
| Dec 31, 2024 | 0.23 |
| Sep 30, 2024 | 0.25 |
| Jun 30, 2024 | 0.24 |
| Mar 31, 2024 | 0.25 |
| Dec 31, 2023 | 0.24 |
| Sep 30, 2023 | 0.23 |
| Jun 30, 2023 | 0.23 |
| Mar 31, 2023 | 0.23 |
| Dec 31, 2022 | 0.21 |
| Sep 30, 2022 | 0.23 |
| Jun 30, 2022 | 0.22 |
| Mar 31, 2022 | 0.22 |
| Dec 31, 2021 | 0.21 |
| Sep 30, 2021 | 0.22 |
| Jun 30, 2021 | 0.21 |