Virtus Investment Partners (VRTS) Return on Invested Capital [ROIC] (2009 - 2026)
Virtus Investment Partners' Return on Invested Capital [ROIC] was 3.22% in Q1 2026, down 1.18 percentage points from 4.40% a year earlier and down 0.70 percentage points from the prior quarter.
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Analysis
Virtus Investment Partners (VRTS) Return on Invested Capital [ROIC] (2009 - 2026) Analysis & Trends
For FY2025, Return on Invested Capital [ROIC] at Virtus Investment Partners came in at 3.85%, down 0.72 percentage points from FY2024.
- Return on Invested Capital [ROIC] shows a five-year change of -0.01 percentage points (FY2020 to FY2025).
- In earlier years, Return on Invested Capital [ROIC] was 4.56% in FY2024 (+0.53 pp), 4.03% in FY2023 (-0.42 pp), 4.45% in FY2022 (-3.92 pp) and 8.37% in FY2021 (+4.51 pp).
- The Q1 2026 figure marks the lowest quarterly Return on Invested Capital [ROIC] since Q3 2020.
- Compared with a year earlier, Return on Invested Capital [ROIC] has declined for three straight quarters, with an average year-over-year change of +0.04 percentage points over the last eight quarters.
- The best year-over-year quarter for Return on Invested Capital [ROIC] over five years was Q4 2021 (a gain of 4.76 percentage points); the worst was Q1 2023 (a drop of 4.73 percentage points).
- Per Business Quant data, VRTS's Return on Invested Capital [ROIC] in the three quarters before Q1 2026 was 3.92% (Q4 2025), 4.36% (Q3 2025) and 4.67% (Q2 2025).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | ROIC (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 188.98 Bn | 145.51 Bn | - | 9.65% |
| 2 | Spdr Gold Trust | 130.03 Bn | -427.97 Bn | - | - |
| 3 | Brookfield | 104.97 Bn | -79.04 Bn | - | - |
| 4 | Blackstone | 93.15 Bn | 87.36 Bn | - | 21.77% |
| 5 | Kkr | 90.40 Bn | 57.10 Bn | 1.76 Bn | -4.58% |
| 6 | Brookfield Asset Management | 85.45 Bn | 80.34 Bn | - | 39.58% |
| 7 | Apollo Global Management | 72.50 Bn | 89.29 Bn | 4.14 Bn | 1.14% |
| 8 | Wheaton Precious Metals | 62.02 Bn | 62.02 Bn | 538.50 Mn | 22.20% |
| 9 | Ares Management | 50.21 Bn | 48.79 Bn | 376.28 Mn | -19.43% |
| 10 | Virtus Investment Partners | 864.39 Mn | -695.81 Mn | - | 2.62% |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Sep 30, 2026 | 2.62% |
| Jun 30, 2026 | 2.93% |
| Mar 31, 2026 | 3.22% |
| Dec 31, 2025 | 3.92% |
| Sep 30, 2025 | 4.36% |
| Jun 30, 2025 | 4.67% |
| Mar 31, 2025 | 4.40% |
| Dec 31, 2024 | 4.53% |
| Sep 30, 2024 | 4.51% |
| Jun 30, 2024 | 4.27% |
| Mar 31, 2024 | 4.23% |
| Dec 31, 2023 | 4.10% |
| Sep 30, 2023 | 3.82% |
| Jun 30, 2023 | 3.68% |
| Mar 31, 2023 | 3.73% |
| Dec 31, 2022 | 4.61% |
| Sep 30, 2022 | 6.21% |
| Jun 30, 2022 | 7.45% |
| Mar 31, 2022 | 8.46% |
| Dec 31, 2021 | 8.38% |
API Access
Virtus Investment Partners Return on Invested Capital [ROIC] 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-invested-capital-%5Broic%5D&ticker=VRTS&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "return-on-invested-capital-[roic]", "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-invested-capital-%5Broic%5D&ticker=VRTS&period=max&api_key=YOUR_API_KEY");
const data = await res.json();