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
ASSETS
Current assets:
Cash and Cash Equivalents, at Carrying Value $82.7m $233.5m $201.7m
Accounts Receivable $35.9m $65.6m $70.0m $74.1m $84.5m $123.9m $99.3m $109.1m $117.2m $102.7m
Property, Plant and Equipment, Net $7.7m $10.8m $20.2m $18.1m $14.5m $12.5m $19.1m $26.2m $22.7m $21.9m
Goodwill $6.8m $170.2m $290.4m $290.4m $290.4m $338.4m $348.8m $397.1m $397.1m $397.1m
Intangible Assets, Net (Excluding Goodwill) $38.4m $302.0m $338.8m $310.4m $280.3m $500.6m $442.5m $432.1m $378.2m $327.4m
Operating Lease, Right-of-Use Asset $21.0m $17.1m $37.3m $64.5m $63.2m $57.1m $75.2m
Additional Financial Items
Assets $824.4m $2.6b $2.9b $3.2b $3.5b $3.9b $4.0b $3.7b $4.0b $4.3b
LIABILITIES AND EQUITY
Dividends Payable $3.5m $6.5m $7.8m $8.9m $9.0m $14.8m $15.8m $17.3m $20.0m $21.2m
Long-term Debt $266.3m $255.0m $253.4m $232.1m $390.0m
Liabilities $465.4m $2.0b $2.2b $2.5b $2.6b $3.0b $3.0b $2.7b $3.0b $3.3b
Stockholders’ equity:
Preferred Stock, Value, Issued $91k $110.8m $110.8m $110.8m $0 $119k $120k $122k $122k $123k
Common Stock, Value, Issued $91k $105k $106k $107k $118k $119k $120k $122k $122k $123k
Retained Earnings (Accumulated Deficit) ($424.3m) ($386.2m) ($310.9m) ($215.2m) ($135.3m) $61.0m $130.3m $207.4m $268.2m $340.9m
Accumulated Other Comprehensive Income (Loss), Net of Tax ($224k) ($600k) ($731k) $9k $29k $20k ($358k) ($87k) ($364k) $462k
Additional Paid in Capital, Common Stock $1.1b $1.2b $1.2b $1.2b $1.3b $1.3b $1.3b $1.3b $1.3b $1.3b
Stockholders' Equity Attributable to Parent $321.7m $588.6m $629.9m $675.7m $711.1m $828.3m $817.0m $863.9m $897.5m $934.0m
Stockholders' Equity Attributable to Noncontrolling Interest $0 $16.7m $14.0m $10.6m $9.8m $8.3m
Liabilities and Equity $824.4m $2.6b $2.9b $3.2b $3.5b $3.9b $4.0b $3.7b $4.0b $4.3b

Values abbreviated: b = billions, m = millions, k = thousands. Per share data in USD.