Virtus Investment Partners (VRTS) Tax Rate (2010 - 2026)
Virtus Investment Partners posted quarterly Tax Rate of 2980.0% for Q1 2026, down 301057.0% year-on-year from N/an in Q1 2025, and down 10608.28% on a QoQ basis from 28.36% in Q4 2025.
Virtus Investment Partners (VRTS) has 17 years of Tax Rate data on file, last reported 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.
- Across five years, Tax Rate topped out at 53.61% in Q2 2022 and bottomed at 2980.0% in Q1 2026.
- The 5-year median for Tax Rate is 28.17% (2022), against an average of 148.23%.
- The widest annual swing landed in 2022, when Tax Rate surged 3087 bps; it then tumbled 301057 bps in 2026.
- A 5-year view of Tax Rate shows it stood at 33.97% in 2022, then fell by 24 bps to 25.67% in 2023, then grew by 27 bps to 32.56% in 2024, then slipped by 13 bps to 28.36% in 2025, then sank 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 | 158.51 Bn | 148.89 Bn | - | 18.16 |
| 2 | Blackstone | 92.68 Bn | 91.63 Bn | - | 13.55 |
| 3 | Kkr | 84.94 Bn | 132.45 Bn | - | 40.05 |
| 4 | Brookfield Asset Management | 77.34 Bn | 77.68 Bn | - | 15.80 |
| 5 | Apollo Global Management | 76.27 Bn | 95.00 Bn | 5.04 Bn | 598.59 |
| 6 | State Street | 44.42 Bn | 18.75 Bn | - | 21.16 |
| 7 | Ameriprise Financial | 41.68 Bn | 41.55 Bn | 4.57 Bn | 20.02 |
| 8 | Northern Trust | 31.21 Bn | 31.21 Bn | - | 24.99 |
| 9 | Ares Management | 28.85 Bn | 32.22 Bn | - | 19.13 |
| 10 | Virtus Investment Partners | 974.40 Mn | 1.03 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 |
| Sep 30, 2023 | 24.20 |
| Sep 30, 2023 | 24.20 |
| Jun 30, 2023 | 26.55 |
| Jun 30, 2023 | 26.55 |
| Mar 31, 2023 | 20.08 |
| Mar 31, 2023 | 20.08 |
| Dec 31, 2022 | 33.97 |
| Dec 31, 2022 | 33.97 |
| Sep 30, 2022 | 28.17 |
| Sep 30, 2022 | 28.17 |
| Jun 30, 2022 | 53.61 |
| Jun 30, 2022 | 53.61 |
| Mar 31, 2022 | 29.96 |
| Mar 31, 2022 | 29.96 |
| Dec 31, 2021 | 30.69 |
| Dec 31, 2021 | 30.69 |
| Sep 30, 2021 | 26.26 |
| Sep 30, 2021 | 26.26 |
| Jun 30, 2021 | 22.74 |
| Jun 30, 2021 | 22.74 |
| Mar 31, 2021 | 22.49 |
| Mar 31, 2021 | 22.49 |
| Dec 31, 2020 | 18.56 |
| Dec 31, 2020 | 18.56 |
| Sep 30, 2020 | 22.64 |
| Sep 30, 2020 | 22.64 |
| Jun 30, 2020 | 31.86 |
| Jun 30, 2020 | 31.86 |
| Mar 31, 2020 | 91.09 |
| Mar 31, 2020 | 91.09 |
| Dec 31, 2019 | 27.55 |
| Dec 31, 2019 | 27.55 |
| Sep 30, 2019 | 29.95 |
| Sep 30, 2019 | 29.95 |
| Jun 30, 2019 | 23.95 |
| Jun 30, 2019 | 23.95 |
| Mar 31, 2019 | 15.81 |
| Mar 31, 2019 | 15.81 |
| Dec 31, 2018 | 90.42 |
| Dec 31, 2018 | 90.42 |
| Sep 30, 2018 | 19.24 |
| Sep 30, 2018 | 19.24 |
| Jun 30, 2018 | 28.95 |
| Jun 30, 2018 | 28.95 |
| Mar 31, 2018 | 21.49 |
| Mar 31, 2018 | 21.49 |
| Dec 31, 2017 | 81.31 |
| Dec 31, 2017 | 81.31 |
| Sep 30, 2017 | 31.93 |
| Sep 30, 2017 | 31.93 |
| Jun 30, 2017 | 98.53 |
| Jun 30, 2017 | 98.53 |
| Mar 31, 2017 | 24.39 |
| Mar 31, 2017 | 24.39 |
| Dec 31, 2016 | 4.27 |
| Dec 31, 2016 | 4.27 |
| Sep 30, 2016 | 29.68 |
| Sep 30, 2016 | 29.68 |
| Jun 30, 2016 | 41.16 |
| Jun 30, 2016 | 41.16 |
| Mar 31, 2016 | 38.90 |
| Mar 31, 2016 | 38.90 |
| Dec 31, 2015 | 60.44 |
| Dec 31, 2015 | 60.44 |
| Sep 30, 2015 | 162.07 |
| Sep 30, 2015 | 162.07 |
| Jun 30, 2015 | 46.47 |
| Jun 30, 2015 | 46.47 |
| Mar 31, 2015 | 35.52 |
| Mar 31, 2015 | 35.52 |
| Dec 31, 2014 | 44.96 |
| Dec 31, 2014 | 44.96 |
| Sep 30, 2014 | -5.13 |
| Sep 30, 2014 | -5.13 |
| Jun 30, 2014 | 37.95 |
| Jun 30, 2014 | 37.95 |
| Mar 31, 2014 | 39.16 |
| Mar 31, 2014 | 39.16 |
| Dec 31, 2013 | 34.97 |
| Dec 31, 2013 | 34.97 |
| Sep 30, 2013 | 37.10 |
| Sep 30, 2013 | 37.10 |
| Jun 30, 2013 | 38.66 |
| Jun 30, 2013 | 38.66 |
| Mar 31, 2013 | 37.33 |
| Mar 31, 2013 | 37.33 |
| Dec 31, 2012 | -70.59 |
| Dec 31, 2012 | -70.59 |
| Sep 30, 2012 | 38.47 |
| Sep 30, 2012 | 38.47 |
| Jun 30, 2012 | 39.96 |
| Jun 30, 2012 | 39.96 |
| Mar 31, 2012 | 39.99 |
| Mar 31, 2012 | 39.99 |
| Dec 31, 2011 | -1,530.33 |
| Dec 31, 2011 | -1,530.33 |
| Sep 30, 2011 | 28.27 |
| Sep 30, 2011 | 28.27 |
| Jun 30, 2011 | 11.54 |
| Jun 30, 2011 | 11.54 |
| Mar 31, 2011 | 6.21 |
| Mar 31, 2011 | 6.21 |
| Dec 31, 2010 | 8.87 |
| Dec 31, 2010 | 8.87 |
| Sep 30, 2010 | 0.80 |
| Sep 30, 2010 | 0.80 |
| Jun 30, 2010 | 18.06 |
| Jun 30, 2010 | 18.06 |