Virtus Investment Partners (VRTS) Net Margin (2010 - 2026)
Virtus Investment Partners' (VRTS) quarterly Net Margin came in at 22.5% in Q2 2026, up 237.0% on a YoY basis from 6.68% in Q2 2025, and up 530.1% quarter-over-quarter from 3.57% in Q1 2026.
Analysis
Virtus Investment Partners (VRTS) Net Margin (2010 - 2026) Analysis & Trends
Virtus Investment Partners (VRTS) has reported Net Margin for 17 consecutive years, with 22.5% the latest figure, recorded in Q2 2026.
- For the quarter ending Q2 2026, Net Margin rose 237.0% year-over-year to 22.5%; the trailing twelve-month figure through Jun 2026 stood at 14.52% (down 183.0% YoY), and the FY2025 full-year result was 16.23%, up 280.0% from the prior year.
- Net Margin improved to 22.5% in Q2 2026 per VRTS's latest filing, from 3.57% in the prior quarter.
- Across five years, Net Margin topped out at 22.5% in Q2 2026 and bottomed at 3.57% in Q1 2026.
- Historically, Net Margin has averaged 14.48% across 5 years, with a median of 14.31% in 2024.
- The sharpest annual moves came in 2022 and 2025: Net Margin sank 1808 bps in 2022, then jumped 1228 bps in 2025.
- Over 5 years, Net Margin stood at 17.85% in 2022, then declined by 19 bps to 14.37% in 2023, then slipped by 1 bps to 14.26% in 2024, then advanced by 20 bps to 17.04% in 2025, then surged by 32 bps to 22.5% in 2026.
- According to Business Quant data, Net Margin over the past three periods registered 22.5%, 3.57%, and 17.04% for Q2 2026, Q1 2026, and Q4 2025 respectively.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Net Margin (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 173.88 Bn | 160.24 Bn | - | 27.15% |
| 2 | Spdr Gold Trust | 143.21 Bn | -414.80 Bn | - | - |
| 3 | World Gold Trust | 30.03 Bn | -73.04 Bn | - | - |
| 4 | Ishares Gold Trust | 27.84 Bn | -32.27 Bn | - | - |
| 5 | Principal Financial | 25.04 Bn | -27.21 Bn | 1.91 Bn | 11.02% |
| 6 | iShares Silver Trust | 23.18 Bn | -5.03 Bn | - | - |
| 7 | Franklin Resources | 17.63 Bn | 15.39 Bn | - | 10.83% |
| 8 | Invesco | 14.60 Bn | 14.32 Bn | 1.79 Bn | 18.91% |
| 9 | Affiliated Managers | 9.57 Bn | 10.05 Bn | - | 37.05% |
| 10 | Virtus Investment Partners | 1.06 Bn | 1.08 Bn | 169.16 Mn | 22.50% |
Historic Data
Download Data
Historic 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% |