Virtus Investment Partners, Inc. (VRTS) Balance Sheet

A balance sheet shows what a company owns and owes, and shareholders' equity, at a single point in time.

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.

Total Assets Chart for Virtus Investment Partners, Inc.

Virtus Investment Partners, Inc. (VRTS) total assets for FY2025 were USD 4.3B, a 7.4% change from FY2024. Virtus Investment Partners, Inc.'s total assets grew from USD 356.6M in 1995 to USD 4.3B in 2025 (1103.3% over 30 years). Total assets compound annual growth rate: 5-year CAGR of 4.4%, 10-year CAGR of 17.4%, 20-year CAGR of 9.6%.

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Total Assets (US Dollars)

R&D as % of Revenue

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Key Stats

Market Cap
$790.15M
Implied Share Price
$119.31
Enterprise Value
$3.49B
Revenue (TTM)
$825.31M
EBITDA
$202.76M
Profit Margin
14.52%
Trailing P/E
6.81
Forward P/E
7.66
Price/Book (MRQ)
1.01
Price/Sales (TTM)
0.96
EV/EBITDA
8.80
EV/Revenue
4.26
Dividend Yield
7.85%
Book Value
$142.74
Free Cash Flow (FY2025)
-$74.09M
Free Cash Flow Yield
-9.38%

Snapshot as of 24th October 2026 — not point-in-time controlled, may lag the live market by a few days.