Growth Metrics

Virtus Investment Partners (VRTS) Tax Rate (2016 - 2025)

Historic Tax Rate for Virtus Investment Partners (VRTS) over the last 16 years, with Q3 2025 value amounting to 29.49%.

  • Virtus Investment Partners' Tax Rate rose 51500.0% to 29.49% in Q3 2025 from the same period last year, while for Sep 2025 it was 28.67%, marking a year-over-year increase of 39800.0%. This contributed to the annual value of 26.66% for FY2024, which is 24900.0% up from last year.
  • Latest data reveals that Virtus Investment Partners reported Tax Rate of 29.49% as of Q3 2025, which was up 51500.0% from 22.49% recorded in Q2 2025.
  • Virtus Investment Partners' 5-year Tax Rate high stood at 53.61% for Q2 2022, and its period low was 18.91% during Q1 2024.
  • For the 5-year period, Virtus Investment Partners' Tax Rate averaged around 28.1%, with its median value being 26.55% (2023).
  • In the last 5 years, Virtus Investment Partners' Tax Rate tumbled by -686000bps in 2021 and then soared by 308700bps in 2022.
  • Quarter analysis of 5 years shows 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 decreased by -9bps to 29.49% in 2025.
  • Its last three reported values are 29.49% in Q3 2025, 22.49% for Q2 2025, and 30.57% during Q1 2025.