Virtus Investment Partners (VRTS) Equity Ratio (2010 - 2026)
Virtus Investment Partners posted quarterly Equity Ratio of 0.2 for Q1 2026, down 17.26% year-on-year from 0.24 in Q1 2025, and down 7.61% on a QoQ basis from 0.22 in Q4 2025.
Virtus Investment Partners (VRTS) has 17 years of Equity Ratio data on file, last reported 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.
- Across five years, Equity Ratio topped out at 0.25 in Q3 2024 and bottomed at 0.2 in Q1 2026.
- The 5-year median for Equity Ratio is 0.23 (2023), against an average of 0.23.
- The widest annual swing landed in 2023, when Equity Ratio gained 13.38%; it then dropped 17.26% in 2026.
- A 5-year view of Equity Ratio shows it stood at 0.21 in 2022, then climbed by 13.38% to 0.24 in 2023, then slipped by 4.37% to 0.23 in 2024, then declined by 3.57% to 0.22 in 2025, then decreased 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 | 158.51 Bn | 148.89 Bn | - | 0.33 |
| 2 | Blackstone | 92.68 Bn | 91.63 Bn | - | 0.17 |
| 3 | Kkr | 84.94 Bn | 132.45 Bn | - | 0.07 |
| 4 | Brookfield Asset Management | 77.34 Bn | 77.68 Bn | - | 0.48 |
| 5 | Apollo Global Management | 76.27 Bn | 95.00 Bn | 5.04 Bn | 0.08 |
| 6 | State Street | 44.42 Bn | 18.75 Bn | - | - |
| 7 | Ameriprise Financial | 41.68 Bn | 41.55 Bn | 4.57 Bn | 0.03 |
| 8 | Northern Trust | 31.21 Bn | 31.21 Bn | - | 0.07 |
| 9 | Ares Management | 28.85 Bn | 32.22 Bn | - | 0.29 |
| 10 | Virtus Investment Partners | 974.40 Mn | 1.03 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 |
| Mar 31, 2021 | 0.20 |
| Dec 31, 2020 | 0.21 |
| Sep 30, 2020 | 0.20 |
| Jun 30, 2020 | 0.20 |
| Mar 31, 2020 | 0.20 |
| Dec 31, 2019 | 0.21 |
| Sep 30, 2019 | 0.22 |
| Jun 30, 2019 | 0.22 |
| Mar 31, 2019 | 0.23 |
| Dec 31, 2018 | 0.22 |
| Sep 30, 2018 | 0.23 |
| Jun 30, 2018 | 0.24 |
| Mar 31, 2018 | 0.25 |
| Dec 31, 2017 | 0.23 |
| Sep 30, 2017 | 0.21 |
| Jun 30, 2017 | 0.26 |
| Mar 31, 2017 | 0.55 |
| Dec 31, 2016 | 0.39 |
| Sep 30, 2016 | 0.51 |
| Jun 30, 2016 | 0.48 |
| Mar 31, 2016 | 0.65 |
| Dec 31, 2015 | 0.59 |
| Sep 30, 2015 | 0.65 |
| Jun 30, 2015 | 0.77 |
| Mar 31, 2015 | 0.83 |
| Dec 31, 2014 | 0.81 |
| Sep 30, 2014 | 0.81 |
| Jun 30, 2014 | 0.80 |
| Mar 31, 2014 | 0.87 |
| Dec 31, 2013 | 0.76 |
| Sep 30, 2013 | 0.77 |
| Jun 30, 2013 | 0.75 |
| Mar 31, 2013 | 0.78 |
| Dec 31, 2012 | 0.73 |
| Sep 30, 2012 | 0.76 |
| Mar 31, 2012 | 0.81 |
| Dec 31, 2011 | 0.64 |
| Sep 30, 2011 | 0.31 |
| Jun 30, 2011 | 0.35 |
| Dec 31, 2010 | 0.32 |