Virtus Investment Partners (VRTS) Tax Rate (2010 - 2026)
Virtus Investment Partners' (VRTS) quarterly Tax Rate came in at 53.76% in Q1 2026, up 2319.0% YoY from 2.22% in Q1 2025, and up 89.58% on a QoQ basis from 28.36% in Q4 2025.
Virtus Investment Partners (VRTS) Tax Rate (2010 - 2026) Analysis & Trends
Virtus Investment Partners (VRTS) has 17 years of Tax Rate data on file, last reported at 53.76% in 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 grew to 53.76% in Q1 2026, from 28.36% in the prior quarter.
- In the past five years, Tax Rate ranged from a high of 53.76% in Q1 2026 to a low of 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 plunged 2706 bps.
- Tracing VRTS's Tax Rate over 5 years: 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 soared by 90 bps to 53.76% in 2026.
- The last three Tax Rate figures came in at 53.76% (Q1 2026), 28.36% (Q4 2025), and 29.49% (Q3 2025), per Business Quant data.
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Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Tax Rate (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 176.99 Bn | 163.12 Bn | - | 24.90% |
| 2 | Blackstone | 113.16 Bn | 110.65 Bn | - | 16.11% |
| 3 | Kkr | 96.05 Bn | -181.02 Bn | - | 17.91% |
| 4 | Brookfield | 92.54 Bn | 45.14 Bn | - | - |
| 5 | Brookfield Asset Management | 82.31 Bn | 80.81 Bn | - | 12.14% |
| 6 | Apollo Global Management | 77.14 Bn | 51.77 Bn | 10.54 Bn | 15.94% |
| 7 | State Street | 50.64 Bn | 50.64 Bn | - | 21.96% |
| 8 | Ameriprise Financial | 50.31 Bn | 39.27 Bn | 4.72 Bn | 22.82% |
| 9 | Northern Trust | 33.61 Bn | 33.61 Bn | - | 25.59% |
| 10 | Virtus Investment Partners | 1.12 Bn | 941.60 Mn | 169.16 Mn | 15.86% |
Historic Data
Download Data| Date | Value |
|---|---|
| Jun 30, 2026 | -333.97% |
| Jun 30, 2026 | -333.97% |
| Jun 30, 2026 | -333.97% |
| Mar 31, 2026 | 53.76% |
| Mar 31, 2026 | 53.76% |
| Mar 31, 2026 | 53.76% |
| Dec 31, 2025 | 28.36% |
| Dec 31, 2025 | 28.36% |
| Dec 31, 2025 | 28.36% |
| Sep 30, 2025 | 29.49% |
| Sep 30, 2025 | 29.49% |
| Sep 30, 2025 | 29.49% |
| Jun 30, 2025 | 22.49% |
| Jun 30, 2025 | 22.49% |
| Jun 30, 2025 | 22.49% |
| Mar 31, 2025 | 30.57% |
| Mar 31, 2025 | 30.57% |
| Mar 31, 2025 | 30.57% |
| Dec 31, 2024 | 32.56% |
| Dec 31, 2024 | 32.56% |