Virtus Investment Partners (VRTS) Tax Rate (2010 - 2026)
Virtus Investment Partners' Tax Rate was 15.86% in Q2 2026, down 6.63 percentage points from 22.49% a year earlier and down 37.91 percentage points from the prior quarter.
Powered by 
Analysis
Virtus Investment Partners (VRTS) Tax Rate (2010 - 2026) Analysis & Trends
On a trailing twelve-month basis, Virtus Investment Partners' Tax Rate was 26.62% through Jun 30, 2026, down 0.60 percentage points year-over-year; for FY2025, it was 27.38%, up 0.71 percentage points from FY2024.
- Tax Rate shows a five-year change of +0.57 percentage points (FY2020 to FY2025).
- In earlier years, Tax Rate was 26.66% in FY2024 (+2.49 pp), 24.17% in FY2023 (-10.77 pp), 34.94% in FY2022 (+9.25 pp) and 25.68% in FY2021 (-1.12 pp).
- The Q2 2026 figure marks the lowest quarterly Tax Rate since Q1 2019.
- Compared with a year earlier, Tax Rate was higher in five of the last eight quarters, with an average year-over-year change of +3.45 percentage points.
- The best year-over-year quarter for Tax Rate over five years was Q2 2022 (a gain of 30.87 percentage points); the worst was Q2 2023 (a drop of 27.06 percentage points).
- Per Business Quant data, VRTS's Tax Rate in the three quarters before Q2 2026 was 53.76% (Q1 2026), 28.36% (Q4 2025) and 29.49% (Q3 2025).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Tax Rate (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 166.01 Bn | 112.36 Bn | - | 24.90% |
| 2 | Spdr Gold Trust | 133.03 Bn | -424.98 Bn | - | - |
| 3 | Blackstone | 86.20 Bn | 81.13 Bn | - | 16.11% |
| 4 | Kkr | 83.71 Bn | 50.19 Bn | - | 17.91% |
| 5 | Brookfield | 81.54 Bn | -83.85 Bn | 4.47 Bn | - |
| 6 | Brookfield Asset Management | 71.09 Bn | 67.34 Bn | - | 12.14% |
| 7 | Apollo Global Management | 68.54 Bn | 6.22 Bn | 10.56 Bn | 15.94% |
| 8 | Wheaton Precious Metals | 61.57 Bn | 57.00 Bn | 687.86 Mn | 15.06% |
| 9 | Franco Nevada | 47.40 Bn | 44.76 Bn | 451.00 Mn | 23.17% |
| 10 | Virtus Investment Partners | 859.09 Mn | -865.31 Mn | - | 15.86% |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 15.86% |
| Mar 31, 2026 | 53.76% |
| Dec 31, 2025 | 28.36% |
| Sep 30, 2025 | 29.49% |
| Jun 30, 2025 | 22.49% |
| Mar 31, 2025 | 30.57% |
| Dec 31, 2024 | 32.56% |
| Sep 30, 2024 | 24.34% |
| Jun 30, 2024 | 31.10% |
| Mar 31, 2024 | 18.91% |
| Dec 31, 2023 | 25.67% |
| Sep 30, 2023 | 24.20% |
| Jun 30, 2023 | 26.55% |
| Mar 31, 2023 | 20.08% |
| Dec 31, 2022 | 33.97% |
| Sep 30, 2022 | 28.17% |
| Jun 30, 2022 | 53.61% |
| Mar 31, 2022 | 29.96% |
| Dec 31, 2021 | 30.69% |
| Sep 30, 2021 | 26.26% |
API Access
Virtus Investment Partners Tax Rate 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=tax-rate&ticker=VRTS&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "tax-rate", "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=tax-rate&ticker=VRTS&period=max&api_key=YOUR_API_KEY");
const data = await res.json();