Virtus Investment Partners (VRTS) Return on Equity [ROE] (2009 - 2026)
Virtus Investment Partners' Return on Equity [ROE] came in at 12.44% for Q2 2026, down 5.32 percentage points from 17.76% a year earlier but up 0.12 percentage points from the prior quarter.
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Analysis
Virtus Investment Partners (VRTS) Return on Equity [ROE] (2009 - 2026) Analysis & Trends
For FY2025, Virtus Investment Partners' Return on Equity [ROE] was 14.81%, down 2.42 percentage points from FY2024.
- Return on Equity [ROE] carries a five-year change of -2.24 percentage points (FY2020 to FY2025).
- Going back by year, Return on Equity [ROE] was 17.23% in FY2024 (+0.50 pp), 16.73% in FY2023 (+3.88 pp), 12.85% in FY2022 (-20.90 pp) and 33.75% in FY2021 (+16.70 pp).
- The five-year range for quarterly Return on Equity [ROE] is 12.25% (Q1 2023) to 32.61% (Q3 2021).
- Year-over-year, Return on Equity [ROE] has declined for four consecutive quarters, with an average year-over-year change of -1.12 percentage points over the last eight quarters.
- The fastest year-over-year change in Return on Equity [ROE] over five years came in Q3 2021 (a gain of 19.62 percentage points), and the weakest in Q4 2022 (a drop of 18.62 percentage points).
- Business Quant data shows VRTS's Return on Equity [ROE] at 12.31% (Q1 2026), 14.66% (Q4 2025) and 15.58% (Q3 2025) in the three quarters before Q2 2026.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | ROE (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 188.98 Bn | 145.51 Bn | - | 12.36% |
| 2 | Spdr Gold Trust | 130.03 Bn | -427.97 Bn | - | 16.25% |
| 3 | Brookfield | 104.97 Bn | -79.04 Bn | - | 4.26% |
| 4 | Blackstone | 93.15 Bn | 87.36 Bn | - | 33.76% |
| 5 | Kkr | 90.40 Bn | 57.10 Bn | 1.76 Bn | 6.37% |
| 6 | Brookfield Asset Management | 85.45 Bn | 80.34 Bn | - | 51.17% |
| 7 | Apollo Global Management | 72.50 Bn | 89.29 Bn | 4.14 Bn | 1.84% |
| 8 | Wheaton Precious Metals | 62.02 Bn | 62.02 Bn | 538.50 Mn | 24.83% |
| 9 | Ares Management | 50.21 Bn | 48.79 Bn | 376.28 Mn | 11.36% |
| 10 | Virtus Investment Partners | 864.39 Mn | -695.81 Mn | - | 10.98% |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Sep 30, 2026 | 10.98% |
| Jun 30, 2026 | 12.44% |
| Mar 31, 2026 | 12.31% |
| Dec 31, 2025 | 14.66% |
| Sep 30, 2025 | 15.58% |
| Jun 30, 2025 | 17.76% |
| Mar 31, 2025 | 15.87% |
| Dec 31, 2024 | 16.99% |
| Sep 30, 2024 | 17.17% |
| Jun 30, 2024 | 16.08% |
| Mar 31, 2024 | 16.59% |
| Dec 31, 2023 | 16.30% |
| Sep 30, 2023 | 14.94% |
| Jun 30, 2023 | 13.88% |
| Mar 31, 2023 | 12.25% |
| Dec 31, 2022 | 13.09% |
| Sep 30, 2022 | 17.88% |
| Jun 30, 2022 | 23.26% |
| Mar 31, 2022 | 30.07% |
| Dec 31, 2021 | 31.71% |
API Access
Virtus Investment Partners Return on Equity [ROE] API
Pull this series into your own models, spreadsheets and apps with the Business Quant
Historical Metrics API. The request below matches the chart above — change the
frequency, period or values and it follows. Swap YOUR_API_KEY for your own key.
https://data.businessquant.com/historic?slug=return-on-equity-%5Broe%5D&ticker=VRTS&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "return-on-equity-[roe]", "ticker": "VRTS", "period": "max", "api_key": "YOUR_API_KEY"}
data = requests.get(url, params=params).json()const res = await fetch("https://data.businessquant.com/historic?slug=return-on-equity-%5Broe%5D&ticker=VRTS&period=max&api_key=YOUR_API_KEY");
const data = await res.json();