Growth Metrics

Virtus Investment Partners (VRTS) Gross Margin (2010 - 2026)

Virtus Investment Partners posted quarterly Gross Margin of 68.77% for Q1 2026, down 3077.0% year-on-year from 2.31% in Q1 2025, and down 52.57% on a QoQ basis from 144.99% in Q4 2025.

Virtus Investment Partners (VRTS) has 17 years of Gross Margin data on file, last reported at 68.77% in Q1 2026.

  • For the quarter ending Q1 2026, Gross Margin fell 3077.0% year-over-year to 68.77%; the trailing twelve-month figure through Mar 2026 stood at 104.21% (up 502.0% YoY), and the FY2025 full-year result was 99.48%, up 25.0% from the prior year.
  • Gross Margin for Q1 2026 stood at 68.77%, down from 144.99% in the prior quarter.
  • Across five years, Gross Margin topped out at 145.35% in Q4 2022 and bottomed at 68.77% in Q1 2026.
  • The 5-year median for Gross Margin is 98.78% (2023), against an average of 98.84%.
  • The widest annual swing landed in 2023, when Gross Margin sank 4657 bps; it then soared 4624 bps in 2025.
  • A 5-year view of Gross Margin shows it stood at 145.35% in 2022, then tumbled by 32 bps to 98.78% in 2023, then fell by 0 bps to 98.75% in 2024, then soared by 47 bps to 144.99% in 2025, then sank by 53 bps to 68.77% in 2026.
  • The last three Gross Margin figures came in at 68.77% (Q1 2026), 144.99% (Q4 2025), and 85.01% (Q3 2025), per Business Quant data.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Gross Margin (Qtr)
1 BlackRock 158.51 Bn 148.89 Bn - -
2 Blackstone 92.68 Bn 91.63 Bn - -
3 Kkr 84.94 Bn 132.45 Bn - -
4 Brookfield Asset Management 77.34 Bn 77.68 Bn - -
5 Apollo Global Management 76.27 Bn 95.00 Bn 5.04 Bn 99.70%
6 State Street 44.42 Bn 18.75 Bn - -
7 Ameriprise Financial 41.68 Bn 41.55 Bn 4.57 Bn 93.51%
8 Northern Trust 31.21 Bn 31.21 Bn - -
9 Ares Management 28.85 Bn 32.22 Bn - -
10 Virtus Investment Partners 974.40 Mn 1.03 Bn 3.64 Mn 68.77%

Historic Data

Download Data 🔒
DateValue
Mar 31, 2026 68.77%
Dec 31, 2025 144.99%
Sep 30, 2025 85.01%
Jun 30, 2025 84.53%
Mar 31, 2025 99.54%
Dec 31, 2024 98.75%
Sep 30, 2024 99.80%
Jun 30, 2024 98.70%
Mar 31, 2024 85.87%
Dec 31, 2023 98.78%
Sep 30, 2023 86.09%
Jun 30, 2023 99.83%
Mar 31, 2023 99.65%
Dec 31, 2022 145.35%
Sep 30, 2022 85.21%
Jun 30, 2022 99.71%
Mar 31, 2022 99.71%
Dec 31, 2021 122.82%
Sep 30, 2021 90.95%
Jun 30, 2021 99.73%
Mar 31, 2021 99.74%
Dec 31, 2020 124.51%
Sep 30, 2020 89.44%
Jun 30, 2020 98.36%
Mar 31, 2020 86.94%
Dec 31, 2019 87.52%
Sep 30, 2019 87.51%
Jun 30, 2019 86.35%
Mar 31, 2019 85.68%
Dec 31, 2018 86.59%
Sep 30, 2018 86.63%
Jun 30, 2018 85.61%
Mar 31, 2018 86.93%
Dec 31, 2017 85.77%
Sep 30, 2017 85.66%
Jun 30, 2017 78.50%
Mar 31, 2017 83.42%
Dec 31, 2016 80.39%
Sep 30, 2016 86.16%
Jun 30, 2016 84.45%
Mar 31, 2016 86.59%
Dec 31, 2015 85.49%
Sep 30, 2015 87.91%
Jun 30, 2015 76.41%
Mar 31, 2015 83.89%
Dec 31, 2014 89.67%
Sep 30, 2014 90.42%
Jun 30, 2014 88.35%
Mar 31, 2014 90.23%
Dec 31, 2013 90.10%
Sep 30, 2013 91.50%
Jun 30, 2013 89.30%
Mar 31, 2013 89.61%
Dec 31, 2012 88.92%
Sep 30, 2012 88.40%
Jun 30, 2012 86.48%
Mar 31, 2012 87.35%
Dec 31, 2011 86.76%
Sep 30, 2011 86.59%
Jun 30, 2011 83.77%
Mar 31, 2011 83.34%
Dec 31, 2010 82.52%
Sep 30, 2010 81.05%
Jun 30, 2010 78.63%