Virtus Investment Partners (VRTS) Liabilities and Shareholders Equity (2010 - 2026)

Virtus Investment Partners (VRTS) posted Liabilities and Shareholders Equity of $4.6 billion for Q1 2026, up 6.31% on a QoQ basis from $4.3 billion in Q4 2025, and up 23.71% year-over-year from $3.7 billion in Q1 2025.

Virtus Investment Partners (VRTS) Liabilities and Shareholders Equity (2010 - 2026) Analysis & Trends

Virtus Investment Partners' Liabilities and Shareholders Equity history runs 17 years deep, the most recent figure standing at $4.6 billion for Q1 2026.

  • Quarterly Liabilities and Shareholders Equity rose 23.71% year-over-year to $4.6 billion in Q1 2026, while the trailing twelve-month figure through Mar 2026 was $16.5 billion (up 10.21% YoY) and the FY2025 annual result came in at $4.3 billion, up 7.43% from the prior year.
  • Liabilities and Shareholders Equity was $4.6 billion for Q1 2026 at Virtus Investment Partners, up from $4.3 billion in the prior quarter.
  • Across five years, Liabilities and Shareholders Equity topped out at $4.6 billion in Q1 2026 and bottomed at $3.5 billion in Q2 2022.
  • A 5-year average of $3.8 billion and a median of $3.7 billion in 2025 frame the typical range for Liabilities and Shareholders Equity.
  • Annual changes were most pronounced in 2023 — Liabilities and Shareholders Equity fell 6.94% — and 2026, when it increased 23.71%.
  • Virtus Investment Partners' Liabilities and Shareholders Equity stood at $4.0 billion in 2022, then retreated by 6.94% to $3.7 billion in 2023, then increased by 8.59% to $4.0 billion in 2024, then climbed by 7.43% to $4.3 billion in 2025, then rose by 6.31% to $4.6 billion in 2026.
  • Business Quant data shows VRTS's Liabilities and Shareholders Equity at $4.6 billion in Q1 2026, $4.3 billion in Q4 2025, and $3.9 billion in Q3 2025.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Liabilities and Shareholders Equity (Qtr)
1 Brookfield 1,236.60 Bn 1,311.20 Bn 18.56 Bn -
2 BlackRock 161.01 Bn 148.08 Bn - 170.24 Bn
3 Blackstone 97.77 Bn 96.72 Bn - 48.33 Bn
4 Apollo Global Management 70.80 Bn 90.38 Bn -409.00 Mn 467.53 Bn
5 State Street 51.30 Bn 51.30 Bn - 392.17 Bn
6 Ameriprise Financial 48.54 Bn 39.27 Bn 4.57 Bn 184.45 Bn
7 Northern Trust 32.93 Bn 32.93 Bn - 174.57 Bn
8 Raymond James Financial 32.59 Bn 17.67 Bn - 91.94 Bn
9 Price T Rowe 24.70 Bn 21.13 Bn - 14.39 Bn
10 Virtus Investment Partners 1.09 Bn 1.15 Bn 197.88 Mn 4.56 Bn

Historic Data

Download Data
DateValue
Mar 31, 2026 4.56 Bn
Dec 31, 2025 4.29 Bn
Sep 30, 2025 3.91 Bn
Jun 30, 2025 3.70 Bn
Mar 31, 2025 3.69 Bn
Dec 31, 2024 3.99 Bn
Sep 30, 2024 3.60 Bn
Jun 30, 2024 3.65 Bn
Mar 31, 2024 3.55 Bn
Dec 31, 2023 3.68 Bn
Sep 30, 2023 3.77 Bn
Jun 30, 2023 3.65 Bn
Mar 31, 2023 3.70 Bn
Dec 31, 2022 3.95 Bn
Sep 30, 2022 3.55 Bn
Jun 30, 2022 3.54 Bn
Mar 31, 2022 3.70 Bn
Dec 31, 2021 3.93 Bn
Sep 30, 2021 3.78 Bn
Jun 30, 2021 3.69 Bn