Virtus Investment Partners (VRTS) Tax Rate (2010 - 2026)

Virtus Investment Partners' Tax Rate history runs 17 years deep, the most recent figure standing at 53.76% for Q1 2026.

• Quarterly Tax Rate rose 2319.0% year-over-year to 53.76% in Q1 2026, while the trailing twelve-month figure through Mar 2026 was 28.76% (down 48.0% YoY) and the FY2025 annual result came in at 27.38%, up 71.0% from the prior year.
• Tax Rate was 53.76% for Q1 2026 at Virtus Investment Partners, up from 28.36% in the prior quarter.
• Across five years, Tax Rate topped out at 53.76% in Q1 2026 and bottomed at 18.91% in Q1 2024.
• A 5-year average of 30.22% and a median of 28.36% in 2025 frame the typical range for Tax Rate.
• Annual changes were most pronounced in 2022 — Tax Rate surged 3087 bps — and 2023, when it tumbled 2706 bps.
• Virtus Investment Partners' Tax Rate stood at 33.97% in 2022, then retreated by 24 bps to 25.67% in 2023, then increased by 27 bps to 32.56% in 2024, then dropped by 13 bps to 28.36% in 2025, then surged by 90 bps to 53.76% in 2026.
• Business Quant data shows VRTS's Tax Rate at 53.76% in Q1 2026, 28.36% in Q4 2025, and 29.49% in Q3 2025.