Virtus Investment Partners (VRTS) Retained Earnings (2010 - 2026)
Virtus Investment Partners' (VRTS) quarterly Retained Earnings came in at $331.6 million in Q1 2026, up 460663.89% YoY from N/an in Q1 2025, and down 2.73% on a QoQ basis from $340.9 million in Q4 2025.
Virtus Investment Partners (VRTS) Retained Earnings (2010 - 2026) Analysis & Trends
Virtus Investment Partners (VRTS) has 17 years of Retained Earnings data on file, last reported at $331.6 million in Q1 2026.
- Quarterly Retained Earnings rose 460663.89% year-over-year to $331.6 million in Q1 2026, while the trailing twelve-month figure through Mar 2026 was $331.6 million (up 460663.89% YoY) and the FY2025 annual result came in at $340.9 million, up 93753.3% from the prior year.
- Retained Earnings eased to $331.6 million in Q1 2026, from $340.9 million in the prior quarter.
- In the past five years, Retained Earnings ranged from a high of $340.9 million in Q4 2025 to a low of -$373000.0 in Q3 2023.
- A 5-year average of $103.5 million and a median of $88.2 million in 2022 frame the typical range for Retained Earnings.
- The widest YoY moves for Retained Earnings: up 651205.0% in 2022, down 185.71% in 2022.
- Tracing VRTS's Retained Earnings over 5 years: stood at $130.3 million in 2022, then surged by 59.19% to $207.4 million in 2023, then slumped by 100.18% to -$364000.0 in 2024, then surged by 93753.3% to $340.9 million in 2025, then fell by 2.73% to $331.6 million in 2026.
- The last three Retained Earnings figures came in at $331.6 million (Q1 2026), $340.9 million (Q4 2025), and $598000.0 (Q3 2025), per Business Quant data.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Retained Earnings (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 176.99 Bn | 163.12 Bn | - | 40.21 Bn |
| 2 | Blackstone | 113.16 Bn | 110.65 Bn | - | -18.65 Mn |
| 3 | Kkr | 96.05 Bn | -181.02 Bn | - | - |
| 4 | Brookfield | 92.54 Bn | 45.14 Bn | - | - |
| 5 | Brookfield Asset Management | 82.31 Bn | 80.81 Bn | - | -950.00 Mn |
| 6 | Apollo Global Management | 77.14 Bn | 51.77 Bn | 10.54 Bn | 16.67 Bn |
| 7 | State Street | 50.64 Bn | 50.64 Bn | - | - |
| 8 | Ameriprise Financial | 50.31 Bn | 39.27 Bn | 4.72 Bn | 29.38 Bn |
| 9 | Northern Trust | 33.61 Bn | 33.61 Bn | - | 17.71 Bn |
| 10 | Virtus Investment Partners | 1.12 Bn | 941.60 Mn | 169.16 Mn | 359.97 Mn |
Historic Data
Download Data| Date | Value |
|---|---|
| Jun 30, 2026 | 359.97 Mn |
| Mar 31, 2026 | 331.61 Mn |
| Dec 31, 2025 | 340.90 Mn |
| Sep 30, 2025 | 598,000.00 |
| Jun 30, 2025 | 586,000.00 |
| Mar 31, 2025 | -72,000.00 |
| Dec 31, 2024 | -364,000.00 |
| Sep 30, 2024 | 230,000.00 |
| Jun 30, 2024 | -200,000.00 |
| Mar 31, 2024 | 223.02 Mn |
| Dec 31, 2023 | 207.36 Mn |
| Sep 30, 2023 | -373,000.00 |
| Jun 30, 2023 | 174.01 Mn |
| Mar 31, 2023 | 155.79 Mn |
| Dec 31, 2022 | 130.26 Mn |
| Sep 30, 2022 | 107.32 Mn |
| Jun 30, 2022 | 88.20 Mn |
| Mar 31, 2022 | -30,000.00 |
| Dec 31, 2021 | 20,000.00 |
| Sep 30, 2021 | 18,000.00 |