Virtus Investment Partners (VRTS) Liabilities and Shareholders Equity (2010 - 2026)
Virtus Investment Partners (VRTS) reported Liabilities and Shareholders Equity of $4.54 billion for Q2 2026, up 22.7% from $3.7 billion a year earlier but down 0.6% from the prior quarter.
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Analysis
Virtus Investment Partners (VRTS) Liabilities and Shareholders Equity (2010 - 2026) Analysis & Trends
At the end of FY2025, Virtus Investment Partners posted Liabilities and Shareholders Equity of $4.29 billion, up 7.4% from FY2024.
- Liabilities and Shareholders Equity has a five-year compound annual growth rate of 4.4% (FY2020 to FY2025).
- By year, Liabilities and Shareholders Equity came in at $3.99 billion in FY2024 (+8.6%), $3.68 billion in FY2023 (-6.9%), $3.95 billion in FY2022 (+0.5%) and $3.93 billion in FY2021 (+13.5%).
- Five-year quarterly Liabilities and Shareholders Equity spans a low of $3.54 billion in Q2 2022 and a high of $4.56 billion in Q1 2026.
- Year over year, Liabilities and Shareholders Equity has now increased in each of the last seven quarters, with growth averaging 9.0% over the last eight quarters.
- The high point for year-over-year Liabilities and Shareholders Equity in five years was Q1 2026 (growth of 23.7%); the low point was Q4 2023 (a decline of 6.9%).
- Per Business Quant data, the three quarters before Q2 2026 came in at $4.56 billion (Q1 2026), $4.29 billion (Q4 2025) and $3.91 billion (Q3 2025).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Liabilities and Shareholders Equity (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 164.03 Bn | 110.39 Bn | - | 175.88 Bn |
| 2 | Spdr Gold Trust | 134.08 Bn | -423.92 Bn | - | 130.10 Bn |
| 3 | Blackstone | 84.38 Bn | 79.31 Bn | - | 49.89 Bn |
| 4 | Brookfield | 81.99 Bn | -83.40 Bn | 4.47 Bn | 15.39 Bn |
| 5 | Kkr | 81.98 Bn | 48.46 Bn | - | 414.46 Bn |
| 6 | Brookfield Asset Management | 71.20 Bn | 67.45 Bn | - | 20.08 Bn |
| 7 | Apollo Global Management | 66.86 Bn | 4.54 Bn | 10.56 Bn | 494.05 Bn |
| 8 | Wheaton Precious Metals | 60.68 Bn | 56.11 Bn | 687.86 Mn | 12.16 Bn |
| 9 | Franco Nevada | 45.90 Bn | 43.27 Bn | 451.00 Mn | 8.92 Bn |
| 10 | Virtus Investment Partners | 875.91 Mn | -848.49 Mn | - | 4.54 Bn |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 4.54 Bn |
| 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 |
API Access
Virtus Investment Partners Liabilities and Shareholders Equity API
Pull this series into your own models, spreadsheets and apps with the Business Quant
Historical Metrics API. The request below matches the chart above — change the
frequency, period or values and it follows. Swap YOUR_API_KEY for your own key.
https://data.businessquant.com/historic?slug=liabilities-and-shareholders-equity&ticker=VRTS&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "liabilities-and-shareholders-equity", "ticker": "VRTS", "period": "max", "api_key": "YOUR_API_KEY"}
data = requests.get(url, params=params).json()const res = await fetch("https://data.businessquant.com/historic?slug=liabilities-and-shareholders-equity&ticker=VRTS&period=max&api_key=YOUR_API_KEY");
const data = await res.json();