Virtus Investment Partners (VRTS) Long-Term Investments (2011 - 2026)

Virtus Investment Partners (VRTS) posted Long-Term Investments of $143.1 million for Q1 2026, down 9.14% on a QoQ basis from $157.5 million in Q4 2025, and up 662.41% year-over-year from $18.8 million in Q1 2025.

Virtus Investment Partners (VRTS) Long-Term Investments (2011 - 2026) Analysis & Trends

Virtus Investment Partners' Long-Term Investments history runs 16 years deep, the most recent figure standing at $143.1 million for 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 was $143.1 million for Q1 2026 at Virtus Investment Partners, down from $157.5 million in the prior quarter.
  • Across five years, Long-Term Investments topped out at $2.1 billion in Q3 2025 and bottomed at $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 slumped 79.25% — and 2025, when it surged 3624.77%.
  • Virtus Investment Partners' Long-Term Investments stood at $42.3 million in 2022, then fell by 12.41% to $37.1 million in 2023, then slumped by 79.25% to $7.7 million in 2024, then jumped by 1948.12% to $157.5 million in 2025, then slipped by 9.14% to $143.1 million in 2026.
  • Business Quant data shows VRTS's Long-Term Investments at $143.1 million in Q1 2026, $157.5 million in Q4 2025, and $2.1 billion in Q3 2025.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Long-Term Investments (Qtr)
1 Brookfield 1,236.60 Bn 1,311.20 Bn 18.56 Bn 82.87 Bn
2 BlackRock 161.01 Bn 148.08 Bn - 14.57 Bn
3 Blackstone 97.77 Bn 96.72 Bn - 32.75 Bn
4 Apollo Global Management 70.80 Bn 90.38 Bn -409.00 Mn 2.28 Bn
5 State Street 51.30 Bn 51.30 Bn - 3.88 Bn
6 Ameriprise Financial 48.54 Bn 39.27 Bn 4.57 Bn 58.97 Bn
7 Northern Trust 32.93 Bn 32.93 Bn - -
8 Raymond James Financial 32.59 Bn 17.67 Bn - 399.00 Mn
9 Price T Rowe 24.70 Bn 21.13 Bn - 3.17 Bn
10 Virtus Investment Partners 1.09 Bn 1.15 Bn 197.88 Mn 143.09 Mn

Historic Data

Download Data
DateValue
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
Dec 31, 2019 40.42 Mn