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Virtus Investment Partners, Inc. (VRTS) Financial History

20 years of revenue, earnings, cash-flow and balance-sheet history from public filings.

FINANCIAL SERVICES · ASSET MANAGEMENT · DATA UPDATED 2026-09-17

Virtus Investment Partners, Inc. (VRTS) operates in the ASSET MANAGEMENT industry and is headquartered in Hartford, United States with about 801 employees. Its market capitalization is roughly $828 million. In the fiscal year ended 2025-12-31, VRTS reported $831M in revenue and $138M in net income.

Virtus Investment Partners, Inc. is a publicly owned investment manager. The firm primarily provides its services to individual and institutional clients. It launches separate client focused equity and fixed income portfolios. The firm launches equity, fixed income, and balanced mutual funds for its clients.

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VRTS Revenue & Earnings History — Annual Income Statement

Income statement	TTM → 2026-06-30	2025-12-31	2024-12-31	2023-12-31	2022-12-31	2021-12-31	2020-12-31	2019-12-31	2018-12-31	2017-12-31	2016-12-31	2015-12-31	2014-12-31	2013-12-31	2012-12-31	2011-12-31	2010-12-31	2009-12-31	2008-12-31	2007-12-31	2006-12-31
Total Revenue	$758M	$831M	$903M	$845M	$882M	$975M	$603M	$562M	$551M	$424M	$322M	$380M	$449M	$388M	$279M	$203M	$143M	$117M	$178M	$226M	$219M
Gross Profit	$648M	$622M	$470M	$719M	$510M	$616M	$336M	$322M	$313M	$233M	$186M	$243M	$309M	$256M	$173M	$110M	$78M	$30M	$54M	$226M	$219M
Gross Margin %	85.5%	74.9%	52.1%	85.1%	57.9%	63.2%	55.7%	57.2%	56.7%	54.9%	57.8%	63.9%	68.8%	66.0%	62.1%	54.4%	54.4%	25.7%	30.2%	100.0%	100.0%
Operating Income (EBIT)	$106M	$145M	$182M	$151M	$197M	$325M	$144M	$125M	$113M	$58M	$51M	$80M	$131M	$114M	$60M	$14M	$9M	($7M)	($582M)	$5M	($106M)
Operating Margin %	14.0%	17.4%	20.2%	17.9%	22.4%	33.4%	23.9%	22.2%	20.5%	13.7%	15.8%	21.1%	29.1%	29.3%	21.7%	6.9%	6.5%	-5.7%	-326.4%	2.4%	-48.3%
Net Income	$119M	$138M	$122M	$131M	$118M	$208M	$80M	$96M	$76M	$37M	$49M	$35M	$98M	$75M	$38M	$145M	$10M	($6M)	($529M)	($14M)	($48M)
Net Margin %	15.7%	16.7%	13.5%	15.4%	13.3%	21.3%	13.2%	17.0%	13.7%	8.7%	15.1%	9.2%	21.8%	19.4%	13.5%	71.7%	6.8%	-5.5%	-296.8%	-6.3%	-21.8%
EBITDA	$248M	$409M	$460M	$151M	$326M	$474M	$300M	$292M	$227M	$146M	$88M	$76M	$144M	$130M	$72M	$20M	$18M	$4M	($562M)	$38M	($71M)
Earnings Per Share (EPS)	$17.43	$19.97	$16.89	$17.71	$15.50	$26.01	$10.02	$11.74	$8.86	$5.11	$6.20	$3.92	$10.51	$8.92	$4.67	$21.28	$1.50	$-1.12	$-91.66	$-2.45	$-8.21
Shares Outstanding (M)	7M	7M	7M	7M	8M	8M	8M	8M	9M	7M	8M	9M	9M	8M	8M	7M	6M	6M	6M	6M	6M

USD; $M / $B as marked. Newest period first. Source: public company filings (via Yahoo Finance aggregation).

VRTS Quarterly Revenue & Earnings — Last 8 Quarters

Quarterly income statement	2026-06-30	2026-03-31	2025-12-31	2025-09-30	2025-06-30	2025-03-31	2024-12-31	2024-09-30
Total Revenue	$167M	$186M	$189M	$215M	$209M	$217M	$232M	$226M
Gross Profit	$113M	$132M	$286M	$116M	$111M	$108M	$126M	$120M
Gross Margin %	67.6%	70.9%	151.5%	54.1%	53.2%	49.7%	54.3%	53.3%
Operating Income (EBIT)	$38M	$5M	$16M	$47M	$45M	$37M	$51M	$55M
Operating Margin %	22.4%	2.8%	8.5%	21.9%	21.6%	16.9%	21.8%	24.4%
Net Income	$45M	$7M	$35M	$32M	$42M	$29M	$33M	$41M
Net Margin %	26.7%	3.8%	18.8%	14.8%	20.2%	13.2%	14.3%	18.1%
EBITDA	($28M)	$71M	$106M	$99M	$109M	$96M	$121M	$125M
Earnings Per Share (EPS)	$6.57	$1.05	$5.17	$4.65	$6.06	$4.05	$4.66	$5.71
Shares Outstanding (M)	7M	7M	7M	7M	7M	7M	7M	7M

USD; $M / $B as marked. Newest period first. Source: public company filings (via Yahoo Finance aggregation).

VRTS Free Cash Flow History

Cash flow	TTM → 2026-06-30	2025-12-31	2024-12-31	2023-12-31	2022-12-31	2021-12-31	2020-12-31	2019-12-31	2018-12-31	2017-12-31	2016-12-31	2015-12-31	2014-12-31	2013-12-31	2012-12-31	2011-12-31	2010-12-31	2009-12-31	2008-12-31	2007-12-31	2006-12-31
Cash from Operations (CFO)	($46M)	($67M)	$2M	$237M	$133M	$666M	($226M)	($37M)	($63M)	($183M)	$31M	($209M)	($59M)	$29M	$40M	$24M	$22M	($12M)	$6M	$13M	$16M
Capital Expenditures (CapEx)	$11M	$7M	$6M	$9M	$7M	$6M	$1M	$8M	$12M	$2M	$2M	$5M	$2M	$2M	$4M	$1M	$0M	$1M	$5M	$0M	$2M
Free Cash Flow (FCF)	($57M)	($74M)	($4M)	$228M	$126M	$660M	($227M)	($44M)	($74M)	($184M)	$28M	($214M)	($61M)	$27M	$36M	$23M	$21M	($12M)	$2M	$13M	$14M
FCF Margin %	-7.5%	-8.9%	-0.4%	27.0%	14.3%	67.7%	-37.7%	-7.9%	-13.5%	-43.4%	8.9%	-56.3%	-13.7%	6.9%	12.9%	11.3%	15.0%	-10.7%	0.9%	5.5%	6.6%
Dividends Paid	$66M	$65M	$58M	$52M	$47M	$31M	$25M	$25M	$22M	$19M	$14M	$16M	$8M	$1M	$0M	$10M	$3M	$3M	$2M	—	—

USD; $M / $B as marked. Newest period first. Source: public company filings (via Yahoo Finance aggregation).

VRTS Quarterly Free Cash Flow — Last 8 Quarters

Quarterly cash flow	2026-06-30	2026-03-31	2025-12-31	2025-09-30	2025-06-30	2025-03-31	2024-12-31	2024-09-30
Cash from Operations (CFO)	$57M	$36M	($247M)	$108M	$76M	($4M)	($103M)	$69M
Capital Expenditures (CapEx)	$1M	$2M	$6M	$1M	$2M	$3M	$2M	$0M
Free Cash Flow (FCF)	$56M	$34M	($253M)	$107M	$74M	($7M)	($105M)	$69M
FCF Margin %	33.5%	18.0%	-134.0%	49.7%	35.4%	-3.1%	-45.1%	30.4%
Dividends Paid	$16M	$18M	$16M	$15M	$16M	$17M	$16M	$14M

USD; $M / $B as marked. Newest period first. Source: public company filings (via Yahoo Finance aggregation).

VRTS Balance Sheet History

Balance sheet	2026-06-30	2025-12-31	2024-12-31	2023-12-31	2022-12-31	2021-12-31	2020-12-31	2019-12-31	2018-12-31	2017-12-31	2016-12-31	2015-12-31	2014-12-31	2013-12-31	2012-12-31	2011-12-31	2010-12-31	2009-12-31	2008-12-31	2007-12-31	2006-12-31
Total Assets	$4.5B	$4.3B	$4.0B	$3.7B	$4.0B	$3.9B	$3.5B	$3.2B	$2.9B	$2.6B	$824M	$860M	$699M	$645M	$333M	$286M	$149M	$134M	$159M	$752M	$781M
Cash & Cash Equivalents	$286M	$477M	$400M	$340M	$589M	$379M	$333M	$321M	$254M	$233M	$83M	$97M	$203M	$272M	$63M	$45M	$44M	$29M	$51M	$37M	$34M
Total Liabilities	$3.4B	$3.3B	$3.0B	$2.7B	$3.0B	$3.0B	$2.6B	$2.5B	$2.2B	$2.0B	$465M	$276M	$112M	$110M	$85M	$103M	$101M	$104M	$122M	$127M	$528M
Total Debt (Short + Long-Term)	$2.7B	$2.8B	$2.4B	$2.2B	$4.4B	$2.3B	$4.6B	$2.4B	$1.9B	$3.4B	$359M	$305M	$0M	$0M	$15M	$15M	$15M	$15M	$20M	$42M	$367M
Total Shareholders' Equity	$945M	$934M	$897M	$864M	$817M	$976M	$836M	$750M	$701M	$609M	$359M	$583M	$564M	$493M	$244M	$183M	$48M	$30M	$37M	$625M	$253M

USD; $M / $B as marked. Newest period first. Source: public company filings (via Yahoo Finance aggregation).

Quarterly statements, profitability ratios, price history, insider activity and institutional holders are in the interactive VRTS viewer.

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