Virtus Investment Partners, Inc. income statement
In fiscal 2025, Virtus Investment Partners, Inc. reported revenue of $853m, down 6.0% on the year before, operating income of $169m (a 19.8% margin) and net income of $138m, or $19.97 per diluted share. Every line below comes from the company's 10-K and 10-Q filings; column headings link to the filing.
Income statement
| Fiscal year | 2009Dec 2009 | 2010Dec 2010 | 2011Dec 2011 | 2012Dec 2012 | 2013Dec 2013 | 2014Dec 2014 | 2015Dec 2015 | 2016Dec 2016 | 2017Dec 2017 | 2018Dec 2018 | 2019Dec 2019 | 2020Dec 2020 | 2021Dec 2021 | 2022Dec 2022 | 2023Dec 2023 | 2024Dec 2024 | 2025Dec 2025 | LTMJun 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | 117 | 145 | 205 | 280 | 389 | 451 | 382 | 323 | 426 | 552 | 563 | 604 | 979 | 886 | 845 | 907 | 853 | 825 |
| Selling, general and administrative | — | 1 | 0 | 0 | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
| Operating income | −7 | 9 | 14 | 60 | 114 | 131 | 80 | 51 | 58 | 113 | 125 | 143 | 325 | 197 | 151 | 182 | 169 | 130 |
| Interest expense | 2 | 1 | 1 | 1 | 1 | 1 | 1 | — | — | — | — | — | — | — | — | — | — | — |
| Net interest income | −1 | −0 | −0 | 0 | 2 | 8 | 14 | — | — | — | — | — | — | — | — | — | — | — |
| Income before tax | −6 | 10 | 13 | 65 | 122 | 136 | 68 | 70 | 80 | 109 | 141 | 164 | 354 | 164 | 187 | 208 | 187 | 158 |
| Income tax | 0 | 1 | −132 | 27 | 45 | 39 | 37 | 21 | 40 | 33 | 35 | 44 | 91 | 57 | 45 | 55 | 51 | 42 |
| Net income | −6 | 10 | 145 | 38 | 77 | 97 | 35 | 49 | 37 | 76 | 96 | 80 | 208 | 118 | 131 | 122 | 138 | 120 |
| Diluted EPS | −$1.76 | $0.81 | $16.34 | $4.66 | $8.92 | $10.51 | $3.92 | $6.20 | $3.96 | $8.86 | $11.74 | $10.02 | $26.01 | $15.50 | $17.71 | $16.89 | $19.97 | $17.55 |
| Diluted shares (average) | 6m | 6m | 7m | 8m | 8m | 9m | 9m | 8m | 7m | 9m | 8m | 8m | 8m | 8m | 7m | 7m | 7m | 7m |
| EBITDA | −5 | 11 | 20 | 67 | 121 | 137 | 87 | 57 | 76 | 147 | 164 | 182 | 376 | 266 | 222 | 251 | 232 | 166 |
| Quarter | 2024 Q3Sept 2024 | 2024 Q4Dec 2024 | 2025 Q1Mar 2025 | 2025 Q2Jun 2025 | 2025 Q3Sept 2025 | 2025 Q4Dec 2025 | 2026 Q1Mar 2026 | 2026 Q2Jun 2026 |
|---|---|---|---|---|---|---|---|---|
| Revenue | 227 | 233 | 218 | 211 | 216 | 208 | 200 | 201 |
| Operating income | 55 | 51 | 37 | 45 | 47 | 40 | 15 | 27 |
| Income before tax | 65 | 59 | 40 | 55 | 44 | 47 | 13 | 53 |
| Income tax | 16 | 19 | 12 | 12 | 13 | 13 | 7 | 8 |
| Net income | 41 | 33 | 29 | 42 | 32 | 35 | 7 | 45 |
| Diluted EPS | $5.71 | $4.66 | $4.05 | $6.12 | $4.65 | $5.16 | $1.05 | $6.68 |
| EBITDA | 58 | 67 | 53 | 47 | 49 | 55 | 33 | 29 |
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