Virtus Investment Partners (VRTS) Price to Book (2010 - 2026)
Virtus Investment Partners' (VRTS) quarterly Price to Book came in at 1.0 in Q2 2026, down 26.3% on a YoY basis from 1.36 in Q2 2025, and up 2.73% quarter-over-quarter from 0.98 in Q1 2026.
Analysis
Virtus Investment Partners (VRTS) Price to Book (2010 - 2026) Analysis & Trends
Virtus Investment Partners (VRTS) has reported Price to Book for 17 consecutive years, with 1.0 the latest figure, recorded in Q2 2026.
- For the quarter ending Q2 2026, Price to Book fell 26.3% year-over-year to 1.0; the trailing twelve-month figure through Jun 2026 stood at 1.0 (down 26.3% YoY), and the FY2025 full-year result was 1.17, down 31.45% from the prior year.
- Price to Book improved to 1.0 in Q2 2026 per VRTS's latest filing, from 0.98 in the prior quarter.
- Across five years, Price to Book topped out at 2.18 in Q1 2022 and bottomed at 0.98 in Q1 2026.
- Historically, Price to Book has averaged 1.57 across 5 years, with a median of 1.64 in 2024.
- The sharpest annual moves came in 2022 and 2024: Price to Book slumped 50.08% in 2022, then rose 22.77% in 2024.
- Over 5 years, Price to Book stood at 1.67 in 2022, then climbed by 18.13% to 1.97 in 2023, then decreased by 13.63% to 1.7 in 2024, then plunged by 31.45% to 1.17 in 2025, then retreated by 14.06% to 1.0 in 2026.
- According to Business Quant data, Price to Book over the past three periods registered 1.0, 0.98, and 1.17 for Q2 2026, Q1 2026, and Q4 2025 respectively.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) |
|---|---|---|---|---|
| 1 | BlackRock | 165.87 Bn | 152.00 Bn | - |
| 2 | Spdr Gold Trust | 144.93 Bn | -413.08 Bn | - |
| 3 | Ishares Gold Trust | 30.30 Bn | -29.80 Bn | - |
| 4 | World Gold Trust | 29.30 Bn | -73.76 Bn | - |
| 5 | Principal Financial | 24.66 Bn | -28.30 Bn | 1.91 Bn |
| 6 | iShares Silver Trust | 21.81 Bn | -6.40 Bn | - |
| 7 | Franklin Resources | 17.47 Bn | 13.75 Bn | - |
| 8 | Invesco | 14.40 Bn | 13.48 Bn | 1.79 Bn |
| 9 | Affiliated Managers | 9.34 Bn | 8.93 Bn | - |
| 10 | Virtus Investment Partners | 1.06 Bn | 885.23 Mn | 169.16 Mn |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 1.00 |
| Mar 31, 2026 | 0.98 |
| Dec 31, 2025 | 1.17 |
| Sep 30, 2025 | 1.40 |
| Jun 30, 2025 | 1.36 |
| Mar 31, 2025 | 1.33 |
| Dec 31, 2024 | 1.70 |
| Sep 30, 2024 | 1.65 |
| Jun 30, 2024 | 1.83 |
| Mar 31, 2024 | 2.02 |
| Dec 31, 2023 | 1.97 |
| Sep 30, 2023 | 1.67 |
| Jun 30, 2023 | 1.67 |
| Mar 31, 2023 | 1.64 |
| Dec 31, 2022 | 1.67 |
| Sep 30, 2022 | 1.43 |
| Jun 30, 2022 | 1.57 |
| Mar 31, 2022 | 2.18 |
| Dec 31, 2021 | 2.67 |
| Sep 30, 2021 | 2.87 |