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
Total Revenue $322.6m $425.6m $552.2m $563.2m $603.9m $979.2m $886.4m $845.3m $906.9m $852.9m
Operating Expenses $271.7m $367.6m $439.1m $438.5m $460.7m $653.7m $688.9m $693.8m $724.5m $684.2m
Operating Income (Loss) $50.8m $58.0m $113.1m $124.7m $143.2m $325.5m $197.5m $151.5m $182.5m $168.7m
Additional Financial Items
Amortization of Intangible Assets $2.5m $12.2m $25.1m $30.2m $30.1m $44.5m $58.5m $61.0m $56.3m $51.8m
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
Income (Loss) from Continuing Operations before Income Taxes, Domestic $69.8m $80.4m $109.0m $140.7m $163.9m $353.7m $163.9m $186.6m $207.9m $184.1m
Income (Loss) from Equity Method Investments $1.1m $1.7m $3.7m $2.6m $2.0m $4.4m $187k ($198k) $2.7m $3.6m
Preferred Stock Dividends, Income Statement Impact $8.3m $8.3m $8.3m $0 $0
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
Net Income (Loss) Attributable to Parent $48.8m $37.0m $75.5m $95.6m $80.0m $208.1m $117.5m $130.6m $121.7m $138.4m
Net Income (Loss) Available to Common Stockholders, Basic $48.5m $28.7m $67.2m $87.3m $80.0m $208.1m $117.5m $130.6m $121.7m $138.4m
Net Income (Loss) Attributable to Noncontrolling Interest $54.7m ($10.9m) $10.9m $30.7m ($2.4m)
Earnings Per Share, Basic $6.34 $4.09 $9.37 $12.54 $10.49 $27.13 $15.90 $18.02 $17.19 $20.27
Earnings Per Share, Diluted $6.20 $3.96 $8.86 $11.74 $10.02 $26.01 $15.50 $17.71 $16.89 $19.97
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
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
Labor and Related Expense $135.6m $191.4m $238.5m $240.5m $267.3m $358.2m $371.3m $404.7m $432.6m $400.7m
Other Nonoperating Income (Expense) $1.1m $1.6m $3.3m $2.4m $1.9m $4.2m ($153k) ($440k) $2.0m $3.5m
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
Nonoperating Income (Expense) $8.8m $18.2m ($23.2m) $8.3m $7.0m $6.4m ($51.9m) $3.7m ($8.5m) ($18.8m)
Income Tax Expense (Benefit) $21.0m $40.5m $33.0m $35.2m $43.9m $90.8m $57.3m $45.1m $55.4m $51.3m
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