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| Date | Value |
|---|---|
| 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% |