← VIRTUS INVESTMENT PARTNERS, INC.
| Annual Trend | FY 2016 | FY 2017 | FY 2018 | FY 2019 | FY 2020 | FY 2021 | FY 2022 | FY 2023 | FY 2024 | FY 2025 | TTM | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Total Revenue | $322.6m |
$425.6m
+31.95%
|
$552.2m
+29.75%
|
$563.2m
+1.99%
|
$603.9m
+7.22%
|
$979.2m
+62.15%
|
$886.4m
-9.48%
|
$845.3m
-4.64%
|
$906.9m
+7.30%
|
$852.9m
-5.96%
|
$819.6m
-3.90%
|
|
| Labor and Related Expense | $135.6m | $191.4m | $238.5m | $240.5m | $267.3m | $358.2m | $371.3m | $404.7m | $432.6m | $400.7m | — | |
| Amortization of Intangible Assets | $2.5m | $12.2m | $25.1m | $30.2m | $30.1m | $44.5m | $58.5m | $61.0m | $56.3m | $51.8m | — | |
| Operating Expenses | $271.7m | $367.6m | $439.1m | $438.5m | $460.7m | $653.7m | $688.9m | $693.8m | $724.5m | $684.2m | $688.7m | |
| Operating Income (Loss) | $50.8m |
$58.0m
+14.21%
|
$113.1m
+94.88%
|
$124.7m
+10.27%
|
$143.2m
+14.80%
|
$325.5m
+127.35%
|
$197.5m
-39.33%
|
$151.5m
-23.28%
|
$182.5m
+20.47%
|
$168.7m
-7.57%
|
$130.8m
-22.43%
|
|
| Debt and Equity Securities, Realized Gain (Loss) | $7.7m | $23.8m | $1.8m | $800k | $4.7m | $5.0m | ($1.4m) | $2.1m | $3.8m | $2.9m | — | |
| Other Nonoperating Income (Expense) | $1.1m | $1.6m | $3.3m | $2.4m | $1.9m | $4.2m | ($153k) | ($440k) | $2.0m | $3.5m | — | |
| Income (Loss) from Equity Method Investments | $1.1m | $1.7m | $3.7m | $2.6m | $2.0m | $4.4m | $187k | ($198k) | $2.7m | $3.6m | — | |
| Nonoperating Income (Expense) | $8.8m | $18.2m | ($23.2m) | $8.3m | $7.0m | $6.4m | ($51.9m) | $3.7m | ($8.5m) | ($18.8m) | — | |
| Interest Income (Expense), Nonoperating, Net | $10.2m | $4.2m | $19.1m | $7.7m | $13.7m | $21.8m | $18.4m | $31.4m | $33.9m | $37.4m | $200.8m | |
| Income (Loss) from Continuing Operations before Income Taxes, Noncontrolling Interest | $69.8m | $80.4m | $109.0m | $140.7m | $163.9m | $353.7m | $163.9m | $186.6m | $207.9m | $187.2m | $158.0m | |
| Current Income Tax Expense (Benefit) | $14.6m | $17.7m | $22.5m | $29.2m | $37.6m | $100.5m | $59.2m | $43.7m | $48.3m | $42.9m | $42.1m | |
| Income Tax Expense (Benefit) | $21.0m | $40.5m | $33.0m | $35.2m | $43.9m | $90.8m | $57.3m | $45.1m | $55.4m | $51.3m | $42.1m | |
| Net Income (Loss) Attributable to Parent | $48.8m |
$37.0m
-24.10%
|
$75.5m
+104.07%
|
$95.6m
+26.64%
|
$80.0m
-16.41%
|
$208.1m
+160.30%
|
$117.5m
-43.53%
|
$130.6m
+11.13%
|
$121.7m
-6.79%
|
$138.4m
+13.68%
|
$119.8m
-13.43%
|
|
| Net Income (Loss) Available to Common Stockholders, Basic | $48.5m |
$28.7m
-40.88%
|
$67.2m
+134.31%
|
$87.3m
+29.94%
|
$80.0m
-8.42%
|
$208.1m
+160.30%
|
$117.5m
-43.53%
|
$130.6m
+11.13%
|
$121.7m
-6.79%
|
$138.4m
+13.68%
|
$119.8m
-13.43%
|
|
| Net Income (Loss) Attributable to Noncontrolling Interest | — | — | — | — | — | $54.7m | ($10.9m) | $10.9m | $30.7m | ($2.4m) | $119.8m | |
| Preferred Stock Dividends, Income Statement Impact | — | $8.3m | $8.3m | $8.3m | $0 | $0 | — | — | — | — | — | |
| Earnings Per Share, Basic | $6.34 | $4.09 | $9.37 | $12.54 | $10.49 | $27.13 | $15.90 | $18.02 | $17.19 | $20.27 | $17.83 | |
| Earnings Per Share, Diluted | $6.20 | $3.96 | $8.86 | $11.74 | $10.02 | $26.01 | $15.50 | $17.71 | $16.89 | $19.97 | $17.54 | |
| Common Stock, Dividends, Per Share, Declared | $1.80 | $1.80 | $2.00 | $2.44 | $2.98 | $4.64 | $6.30 | $7.10 | $8.30 | $9.30 | — | |
| Preferred Stock, Dividends Per Share, Declared | $1.80 | $7.25 | $7.25 | $7.25 | $10.49 | $27.13 | $15.90 | $18.02 | $17.19 | $20.27 | — | |
| Weighted Average Number of Shares Outstanding, Basic | 7.6m | 7.0m | 7.2m | 7.0m | 7.6m | 7.7m | 7.4m | 7.2m | 7.1m | 6.8m | 6.7m | |
| Weighted Average Number of Shares Outstanding, Diluted | 7.8m | 7.2m | 8.5m | 8.1m | 8.0m | 8.0m | 7.6m | 7.4m | 7.2m | 6.9m | 6.8m | |
| Additional Financial Items |