Virtus Investment Partners (VRTS) Tax Rate (2010 - 2026)

Virtus Investment Partners (VRTS) reported Tax Rate of 2980.0% for Q1 2026, down 301057.0% on a YoY basis from N/an in Q1 2025, and down 10608.28% quarter-over-quarter from 28.36% in Q4 2025.

Virtus Investment Partners (VRTS) Tax Rate (2010 - 2026) Analysis & Trends

Virtus Investment Partners has reported Tax Rate for 17 years, with the latest figure at 2980.0% in Q1 2026.

  • For the quarter ending Q1 2026, Tax Rate fell 301057.0% year-over-year to 2980.0%; the trailing twelve-month figure through Mar 2026 stood at 31.42% (up 218.0% YoY), and the FY2025 full-year result was 27.38%, up 71.0% from the prior year.
  • Tax Rate for Q1 2026 stood at 2980.0%, down from 28.36% in the prior quarter.
  • The five-year high for Tax Rate was 53.61% in Q2 2022, with the low at 2980.0% in Q1 2026.
  • Historically, Tax Rate has averaged 148.23% across 5 years, with a median of 28.17% in 2022.
  • Annual changes were most pronounced in 2022 — Tax Rate surged 3087 bps — and 2026, when it sank 301057 bps.
  • Virtus Investment Partners' Tax Rate stood at 33.97% in 2022, then declined by 24 bps to 25.67% in 2023, then climbed by 27 bps to 32.56% in 2024, then decreased by 13 bps to 28.36% in 2025, then slumped by 10608 bps to 2980.0% in 2026.
  • The last three Tax Rate figures came in at 2980.0% (Q1 2026), 28.36% (Q4 2025), and 29.49% (Q3 2025), per Business Quant data.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Tax Rate (Qtr)
1 BlackRock 163.18 Bn 153.56 Bn - 18.16
2 Blackstone 96.85 Bn 95.80 Bn - 13.55
3 Kkr 86.45 Bn 133.96 Bn - 40.05
4 Apollo Global Management 82.30 Bn 101.04 Bn 5.04 Bn 598.59
5 State Street 46.95 Bn 21.27 Bn - 21.16
6 Ameriprise Financial 43.65 Bn 43.52 Bn 4.57 Bn 20.02
7 Northern Trust 31.92 Bn 31.92 Bn - 24.99
8 Raymond James Financial 30.62 Bn 19.37 Bn - -
9 Ares Management 29.04 Bn 32.41 Bn - 19.13
10 Virtus Investment Partners 946.70 Mn 1.00 Bn 3.64 Mn -2,980.00

Historic Data

Download Data
DateValue
Mar 31, 2026 -2,980.00%
Mar 31, 2026 -2,980.00%
Dec 31, 2025 28.36%
Dec 31, 2025 28.36%
Sep 30, 2025 29.49%
Sep 30, 2025 29.49%
Jun 30, 2025 22.49%
Jun 30, 2025 22.49%
Mar 31, 2025 30.57%
Mar 31, 2025 30.57%
Dec 31, 2024 32.56%
Dec 31, 2024 32.56%
Sep 30, 2024 24.34%
Sep 30, 2024 24.34%
Jun 30, 2024 31.10%
Jun 30, 2024 31.10%
Mar 31, 2024 18.91%
Mar 31, 2024 18.91%
Dec 31, 2023 25.67%
Dec 31, 2023 25.67%