Virtus Investment Partners (VRTS) Long-Term Investments (2011 - 2026)
Virtus Investment Partners (VRTS) reported Long-Term Investments of $7.86 billion for Q2 2026, up 14.9% from $6.84 billion a year earlier and up 0.1% from the prior quarter.
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Analysis
Virtus Investment Partners (VRTS) Long-Term Investments (2011 - 2026) Analysis & Trends
At the end of FY2025, Virtus Investment Partners posted Long-Term Investments of $5.58 billion, up 16.8% from FY2024.
- Long-Term Investments has a five-year compound annual growth rate of 3.1% (FY2020 to FY2025).
- By year, Long-Term Investments came in at $4.78 billion in FY2024 (+7.9%), $4.43 billion in FY2023 (-3.3%), $4.58 billion in FY2022 (+1.8%) and $4.5 billion in FY2021 (-6.2%).
- The Q2 2026 figure ranks as the highest quarterly Long-Term Investments in data going back to Q4 2011.
- Year over year, Long-Term Investments has now increased in each of the last nine quarters, with growth averaging 9.2% over the last eight quarters.
- The high point for year-over-year Long-Term Investments in five years was Q3 2021 (growth of 185.3%); the low point was Q2 2022 (a decline of 11.9%).
- Per Business Quant data, the three quarters before Q2 2026 came in at $7.85 billion (Q1 2026), $5.58 billion (Q4 2025) and $6.88 billion (Q3 2025).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Long-Term Investments (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 164.03 Bn | 110.39 Bn | - | 15.14 Bn |
| 2 | Spdr Gold Trust | 134.08 Bn | -423.92 Bn | - | - |
| 3 | Blackstone | 84.38 Bn | 79.31 Bn | - | 34.59 Bn |
| 4 | Brookfield | 81.99 Bn | -83.40 Bn | 4.47 Bn | 58.52 Bn |
| 5 | Kkr | 81.98 Bn | 48.46 Bn | - | 316.77 Bn |
| 6 | Brookfield Asset Management | 71.20 Bn | 67.45 Bn | - | 10.36 Bn |
| 7 | Apollo Global Management | 66.86 Bn | 4.54 Bn | 10.56 Bn | 333.84 Bn |
| 8 | Wheaton Precious Metals | 60.68 Bn | 56.11 Bn | 687.86 Mn | 147.62 Mn |
| 9 | Franco Nevada | 45.90 Bn | 43.27 Bn | 451.00 Mn | 1.22 Bn |
| 10 | Virtus Investment Partners | 875.91 Mn | -848.49 Mn | - | 7.86 Bn |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 7.86 Bn |
| Mar 31, 2026 | 7.85 Bn |
| Dec 31, 2025 | 5.58 Bn |
| Sep 30, 2025 | 6.88 Bn |
| Jun 30, 2025 | 6.84 Bn |
| Mar 31, 2025 | 6.90 Bn |
| Dec 31, 2024 | 4.78 Bn |
| Sep 30, 2024 | 6.48 Bn |
| Jun 30, 2024 | 6.46 Bn |
| Mar 31, 2024 | 6.42 Bn |
| Dec 31, 2023 | 4.43 Bn |
| Sep 30, 2023 | 6.44 Bn |
| Jun 30, 2023 | 6.20 Bn |
| Mar 31, 2023 | 6.45 Bn |
| Dec 31, 2022 | 4.58 Bn |
| Sep 30, 2022 | 6.05 Bn |
| Jun 30, 2022 | 6.09 Bn |
| Mar 31, 2022 | 6.47 Bn |
| Dec 31, 2021 | 4.50 Bn |
| Sep 30, 2021 | 6.66 Bn |
API Access
Virtus Investment Partners Long-Term Investments 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=long-term-investments&ticker=VRTS&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "long-term-investments", "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=long-term-investments&ticker=VRTS&period=max&api_key=YOUR_API_KEY");
const data = await res.json();