Growth Metrics

Virtus Investment Partners (VRTS) Tax Rate (2016 - 2026)

Virtus Investment Partners filings provide 16 years of Tax Rate readings, the most recent being 28.36% for Q4 2025.

  • On a quarterly basis, Tax Rate fell 420.0% to 28.36% in Q4 2025 year-over-year; TTM through Dec 2025 was 27.38%, a 71.0% increase, with the full-year FY2025 number at 27.38%, up 71.0% from a year prior.
  • Tax Rate hit 28.36% in Q4 2025 for Virtus Investment Partners, 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.
  • Median Tax Rate over the past 5 years was 27.36% (2022), compared with a mean of 28.11%.
  • Biggest five-year swings in Tax Rate: crashed -6860bps in 2021 and later skyrocketed 3087bps in 2022.
  • Virtus Investment Partners' Tax Rate 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.
  • The last three reported values for Tax Rate were 28.36% (Q4 2025), 29.49% (Q3 2025), and 22.49% (Q2 2025) per Business Quant data.