Virtus Investment Partners (VRTS) Long-Term Investments (2011 - 2026)
Virtus Investment Partners' (VRTS) quarterly Long-Term Investments came in at $143.1 million in Q1 2026, up 662.41% YoY from $18.8 million in Q1 2025, and down 9.14% on a QoQ basis from $157.5 million in Q4 2025.
Virtus Investment Partners (VRTS) Long-Term Investments (2011 - 2026) Analysis & Trends
Virtus Investment Partners (VRTS) has 16 years of Long-Term Investments data on file, last reported at $143.1 million in Q1 2026.
- Quarterly Long-Term Investments rose 662.41% year-over-year to $143.1 million in Q1 2026, while the trailing twelve-month figure through Mar 2026 was $143.1 million (up 662.41% YoY) and the FY2025 annual result came in at $157.5 million, up 1948.12% from the prior year.
- Long-Term Investments eased to $143.1 million in Q1 2026, from $157.5 million in the prior quarter.
- In the past five years, Long-Term Investments ranged from a high of $2.1 billion in Q3 2025 to a low of $7.7 million in Q4 2024.
- A 5-year average of $238.6 million and a median of $42.3 million in 2022 frame the typical range for Long-Term Investments.
- Annual changes were most pronounced in 2024 — Long-Term Investments tumbled 79.25% — and 2025, when it surged 3624.77%.
- Tracing VRTS's Long-Term Investments over 5 years: stood at $42.3 million in 2022, then dropped by 12.41% to $37.1 million in 2023, then plunged by 79.25% to $7.7 million in 2024, then surged by 1948.12% to $157.5 million in 2025, then retreated by 9.14% to $143.1 million in 2026.
- The last three Long-Term Investments figures came in at $143.1 million (Q1 2026), $157.5 million (Q4 2025), and $2.1 billion (Q3 2025), per Business Quant data.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Long-Term Investments (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 179.54 Bn | 165.67 Bn | - | 15.14 Bn |
| 2 | Blackstone | 114.83 Bn | 112.32 Bn | - | 34.59 Bn |
| 3 | Kkr | 97.26 Bn | -179.81 Bn | - | 837.70 Mn |
| 4 | Brookfield | 93.07 Bn | 45.66 Bn | - | 87.68 Bn |
| 5 | Brookfield Asset Management | 83.46 Bn | 81.96 Bn | - | 10.36 Bn |
| 6 | Apollo Global Management | 78.41 Bn | 53.04 Bn | 10.54 Bn | 333.84 Bn |
| 7 | State Street | 51.66 Bn | 51.66 Bn | - | 4.10 Bn |
| 8 | Ameriprise Financial | 51.12 Bn | 40.07 Bn | 4.72 Bn | 59.65 Bn |
| 9 | Raymond James Financial | 33.99 Bn | 20.74 Bn | - | 383.00 Mn |
| 10 | Virtus Investment Partners | 1.12 Bn | 939.86 Mn | 169.16 Mn | 2.59 Bn |
Historic Data
Download Data| Date | Value |
|---|---|
| Jun 30, 2026 | 2.59 Bn |
| Mar 31, 2026 | 143.09 Mn |
| Dec 31, 2025 | 157.48 Mn |
| Sep 30, 2025 | 2.08 Bn |
| Mar 31, 2025 | 18.77 Mn |
| Dec 31, 2024 | 7.69 Mn |
| Sep 30, 2024 | 55.84 Mn |
| Mar 31, 2024 | 47.79 Mn |
| Dec 31, 2023 | 37.06 Mn |
| Sep 30, 2023 | 24.34 Mn |
| Mar 31, 2023 | 10.66 Mn |
| Mar 31, 2022 | 42.31 Mn |
| Dec 31, 2021 | 3.16 Mn |
| Sep 30, 2021 | 46.59 Mn |
| Jun 30, 2021 | 52.08 Mn |
| Mar 31, 2021 | 27.57 Mn |
| Dec 31, 2020 | 54.18 Mn |
| Sep 30, 2020 | 15.16 Mn |
| Jun 30, 2020 | 11.87 Mn |
| Mar 31, 2020 | 1.29 Mn |