Growth Metrics

Virtus Investment Partners (VRTS) Tax Rate (2016 - 2025)

Virtus Investment Partners' Tax Rate history spans 16 years, with the latest figure at 28.36% for Q4 2025.

  • For Q4 2025, Tax Rate fell 420.0% year-over-year to 28.36%; the TTM value through Dec 2025 reached 27.38%, up 71.0%, while the annual FY2025 figure was 27.38%, 71.0% up from the prior year.
  • Tax Rate reached 28.36% in Q4 2025 per VRTS's latest filing, down from 29.49% in the prior quarter.
  • In the past five years, Tax Rate ranged from a high of 53.61% in Q2 2022 to a low of 18.91% in Q1 2024.
  • Average Tax Rate over 5 years is 28.11%, with a median of 27.36% recorded in 2022.
  • Peak YoY movement for Tax Rate: tumbled -6860bps in 2021, then soared 3087bps in 2022.
  • A 5-year view of Tax Rate shows it stood at 30.69% in 2021, then increased by 11bps to 33.97% in 2022, then dropped by -24bps to 25.67% in 2023, then increased by 27bps to 32.56% in 2024, then dropped by -13bps to 28.36% in 2025.
  • Per Business Quant, the three most recent readings for VRTS's Tax Rate are 28.36% (Q4 2025), 29.49% (Q3 2025), and 22.49% (Q2 2025).