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
DateValue
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