Virtus Investment Partners (VRTS) Net Margin (2010 - 2026)
Virtus Investment Partners' (VRTS) quarterly Net Margin came in at 3.57% in Q1 2026, down 957.0% YoY from 0.42% in Q1 2025, and down 79.05% on a QoQ basis from 17.04% in Q4 2025.
Virtus Investment Partners (VRTS) Net Margin (2010 - 2026) Analysis & Trends
Virtus Investment Partners (VRTS) has 17 years of Net Margin data on file, last reported at 3.57% in Q1 2026.
- Quarterly Net Margin fell 957.0% year-over-year to 3.57% in Q1 2026, while the trailing twelve-month figure through Mar 2026 was 14.01% (up 66.0% YoY) and the FY2025 annual result came in at 16.23%, up 280.0% from the prior year.
- Net Margin slipped to 3.57% in Q1 2026, from 17.04% in the prior quarter.
- In the past five years, Net Margin ranged from a high of 20.13% in Q2 2025 to a low of 3.57% in Q1 2026.
- A 5-year average of 14.01% and a median of 14.26% in 2024 frame the typical range for Net Margin.
- Annual changes were most pronounced in 2022 — Net Margin plunged 1808 bps — and 2025, when it soared 1228 bps.
- Tracing VRTS's Net Margin over 5 years: stood at 17.85% in 2022, then slipped by 19 bps to 14.37% in 2023, then retreated by 1 bps to 14.26% in 2024, then rose by 20 bps to 17.04% in 2025, then slumped by 79 bps to 3.57% in 2026.
- The last three Net Margin figures came in at 3.57% (Q1 2026), 17.04% (Q4 2025), and 14.75% (Q3 2025), per Business Quant data.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Net Margin (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 176.99 Bn | 163.12 Bn | - | 27.15% |
| 2 | Blackstone | 113.16 Bn | 110.65 Bn | - | 46.71% |
| 3 | Kkr | 96.05 Bn | -181.02 Bn | - | 11.53% |
| 4 | Brookfield | 92.54 Bn | 45.14 Bn | - | 1.88% |
| 5 | Brookfield Asset Management | 82.31 Bn | 80.81 Bn | - | 51.57% |
| 6 | Apollo Global Management | 77.14 Bn | 51.77 Bn | 10.54 Bn | 11.98% |
| 7 | State Street | 50.64 Bn | 50.64 Bn | - | 25.35% |
| 8 | Ameriprise Financial | 50.31 Bn | 39.27 Bn | 4.72 Bn | 22.20% |
| 9 | Northern Trust | 33.61 Bn | 33.61 Bn | - | 58.35% |
| 10 | Virtus Investment Partners | 1.12 Bn | 941.60 Mn | 169.16 Mn | 22.50% |
Historic Data
Download Data| Date | Value |
|---|---|
| Jun 30, 2026 | 22.50% |
| Mar 31, 2026 | 3.57% |
| Dec 31, 2025 | 17.04% |
| Sep 30, 2025 | 14.75% |
| Jun 30, 2025 | 20.13% |
| Mar 31, 2025 | 13.14% |
| Dec 31, 2024 | 14.26% |
| Sep 30, 2024 | 18.05% |
| Jun 30, 2024 | 7.85% |
| Mar 31, 2024 | 13.45% |
| Dec 31, 2023 | 14.37% |
| Sep 30, 2023 | 14.09% |
| Jun 30, 2023 | 14.17% |
| Mar 31, 2023 | 19.52% |
| Dec 31, 2022 | 17.85% |
| Sep 30, 2022 | 15.07% |
| Jun 30, 2022 | 7.72% |
| Mar 31, 2022 | 13.10% |
| Dec 31, 2021 | 18.72% |
| Sep 30, 2021 | 23.30% |