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Virtus Investment Partners VRTS Expense Related to Distribution or Servicing and Underwriting Fees

Expense Related to Distribution or Servicing and Underwriting Fees at other companies

Victory Capital Holdings, Inc. logo
Victory Capital Holdings, Inc.VCTR
$67.41M+90.0%

Other financials

Income statement

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Revenue$199.5M-8.4%
Operating income$15.4M-57.8%
Net income$6.2M-78.1%
EPS (diluted)$1.05-74.1%

Balance sheet

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Cash & equivalents$274.4M+25.0%
Total debt$533.4M+75.6%
Total equity$917.4M+2.7%
Total assets$4.6B+23.7%

Cash flow

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Operating cash flow$35.9M+1,048%
CapEx$2.4M-20.9%
Free cash flow$33.5M+595%

Valuation

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Market cap$926.21M-23.4%
Enterprise value$1.19B-8.4%
P/E8.1×-0.4×
P/S1.1×-0.2×

Profitability

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Operating margin17.7%-3.0pp
Net margin13.7%-2.1pp
FCF margin-4%-6.9pp

Returns & leverage

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Return on equity12.6%-3.6pp
Debt / equity0.6×+0.2×

Where this comes from

Reported directly by Virtus Investment Partners in its filing.

Tagged under the XBRL concept us-gaap:ExpenseRelatedToDistributionOrServicingAndUnderwritingFees.

The official record: Virtus Investment Partners’s 10-Q, filed May 8, 2026, on SEC EDGAR. View the filing →

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Questions, answered.

What is Virtus Investment Partners's expense related to distribution or servicing and underwriting fees?
Virtus Investment Partners (VRTS) reported expense related to distribution or servicing and underwriting fees of $20.53M in Q1 2026.
How has Virtus Investment Partners's expense related to distribution or servicing and underwriting fees changed year-over-year?
Virtus Investment Partners's expense related to distribution or servicing and underwriting fees decreased by 10.3% year-over-year, from $22.9M to $20.53M.
What is the long-term trend for Virtus Investment Partners's expense related to distribution or servicing and underwriting fees?
Over 4 years (2021 to 2025), Virtus Investment Partners's expense related to distribution or servicing and underwriting fees has grown at a -10.9% compound annual growth rate (CAGR), from $141.04M to $89.05M.
What does expense related to distribution or servicing and underwriting fees mean?
This metric represents the costs incurred by an investment management firm to distribute its retail products, such as mutual funds and ETFs, through third-party intermediaries. It captures the ongoing fees paid to brokers, platforms, or other financial institutions for the sale and servicing of investment assets. Monitoring this expense is critical for understanding the firm's cost of customer acquisition and the efficiency of its distribution network.