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Virtus Investment Partners (VRTS) Competitors

Virtus Investment Partners logo
$140.06 +2.04 (+1.48%)
Closing price 05/18/2026 03:59 PM Eastern
Extended Trading
$140.50 +0.44 (+0.31%)
As of 07:12 AM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.

VRTS vs. CG, TROW, APAM, BEN, and BLK

Should you buy Virtus Investment Partners stock or one of its competitors? MarketBeat compares Virtus Investment Partners with other companies and stocks that may be similar based on industry, sector, market capitalization, business model, investor interest, or shared news coverage. Companies and stocks commonly compared with Virtus Investment Partners include Carlyle Group (CG), T. Rowe Price Group (TROW), Artisan Partners Asset Management (APAM), Franklin Resources (BEN), and BlackRock (BLK). These companies are all part of the "finance" sector.

How does Virtus Investment Partners compare to Carlyle Group?

Carlyle Group (NASDAQ:CG) and Virtus Investment Partners (NASDAQ:VRTS) are both finance companies, but which is the superior business? We will compare the two companies based on the strength of their risk, media sentiment, valuation, earnings, dividends, institutional ownership, profitability and analyst recommendations.

Carlyle Group has higher revenue and earnings than Virtus Investment Partners. Virtus Investment Partners is trading at a lower price-to-earnings ratio than Carlyle Group, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Carlyle Group$4.78B3.51$808.70M$1.4631.92
Virtus Investment Partners$829.12M1.13$121.75M$16.998.24

Carlyle Group presently has a consensus target price of $62.00, indicating a potential upside of 33.05%. Virtus Investment Partners has a consensus target price of $137.75, indicating a potential downside of 1.65%. Given Carlyle Group's stronger consensus rating and higher possible upside, research analysts clearly believe Carlyle Group is more favorable than Virtus Investment Partners.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Carlyle Group
1 Sell rating(s)
9 Hold rating(s)
7 Buy rating(s)
0 Strong Buy rating(s)
2.35
Virtus Investment Partners
2 Sell rating(s)
2 Hold rating(s)
1 Buy rating(s)
0 Strong Buy rating(s)
1.80

55.9% of Carlyle Group shares are owned by institutional investors. Comparatively, 80.5% of Virtus Investment Partners shares are owned by institutional investors. 26.3% of Carlyle Group shares are owned by company insiders. Comparatively, 6.4% of Virtus Investment Partners shares are owned by company insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a company will outperform the market over the long term.

Carlyle Group has a net margin of 13.46% compared to Virtus Investment Partners' net margin of 13.42%. Virtus Investment Partners' return on equity of 21.56% beat Carlyle Group's return on equity.

Company Net Margins Return on Equity Return on Assets
Carlyle Group13.46% 20.95% 5.28%
Virtus Investment Partners 13.42%21.56%5.27%

Carlyle Group pays an annual dividend of $1.40 per share and has a dividend yield of 3.0%. Virtus Investment Partners pays an annual dividend of $9.60 per share and has a dividend yield of 6.9%. Carlyle Group pays out 95.9% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. Virtus Investment Partners pays out 56.5% of its earnings in the form of a dividend. Carlyle Group has raised its dividend for 4 consecutive years. Virtus Investment Partners is clearly the better dividend stock, given its higher yield and lower payout ratio.

In the previous week, Carlyle Group had 10 more articles in the media than Virtus Investment Partners. MarketBeat recorded 11 mentions for Carlyle Group and 1 mentions for Virtus Investment Partners. Carlyle Group's average media sentiment score of 0.71 beat Virtus Investment Partners' score of 0.49 indicating that Carlyle Group is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Carlyle Group
3 Very Positive mention(s)
0 Positive mention(s)
3 Neutral mention(s)
4 Negative mention(s)
0 Very Negative mention(s)
Positive
Virtus Investment Partners
0 Very Positive mention(s)
1 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Neutral

Carlyle Group has a beta of 1.89, indicating that its share price is 89% more volatile than the broader market. Comparatively, Virtus Investment Partners has a beta of 1.41, indicating that its share price is 41% more volatile than the broader market.

Summary

Carlyle Group beats Virtus Investment Partners on 14 of the 19 factors compared between the two stocks.

How does Virtus Investment Partners compare to T. Rowe Price Group?

T. Rowe Price Group (NASDAQ:TROW) and Virtus Investment Partners (NASDAQ:VRTS) are both finance companies, but which is the superior business? We will contrast the two businesses based on the strength of their dividends, earnings, analyst recommendations, institutional ownership, risk, media sentiment, profitability and valuation.

T. Rowe Price Group has a net margin of 28.28% compared to Virtus Investment Partners' net margin of 13.42%. Virtus Investment Partners' return on equity of 21.56% beat T. Rowe Price Group's return on equity.

Company Net Margins Return on Equity Return on Assets
T. Rowe Price Group28.28% 20.60% 15.55%
Virtus Investment Partners 13.42%21.56%5.27%

In the previous week, T. Rowe Price Group had 16 more articles in the media than Virtus Investment Partners. MarketBeat recorded 17 mentions for T. Rowe Price Group and 1 mentions for Virtus Investment Partners. T. Rowe Price Group's average media sentiment score of 0.82 beat Virtus Investment Partners' score of 0.49 indicating that T. Rowe Price Group is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
T. Rowe Price Group
8 Very Positive mention(s)
3 Positive mention(s)
4 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Virtus Investment Partners
0 Very Positive mention(s)
1 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Neutral

T. Rowe Price Group has a beta of 1.51, indicating that its share price is 51% more volatile than the broader market. Comparatively, Virtus Investment Partners has a beta of 1.41, indicating that its share price is 41% more volatile than the broader market.

T. Rowe Price Group currently has a consensus price target of $99.54, indicating a potential downside of 2.78%. Virtus Investment Partners has a consensus price target of $137.75, indicating a potential downside of 1.65%. Given Virtus Investment Partners' stronger consensus rating and higher probable upside, analysts clearly believe Virtus Investment Partners is more favorable than T. Rowe Price Group.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
T. Rowe Price Group
4 Sell rating(s)
11 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
1.73
Virtus Investment Partners
2 Sell rating(s)
2 Hold rating(s)
1 Buy rating(s)
0 Strong Buy rating(s)
1.80

73.4% of T. Rowe Price Group shares are owned by institutional investors. Comparatively, 80.5% of Virtus Investment Partners shares are owned by institutional investors. 1.6% of T. Rowe Price Group shares are owned by insiders. Comparatively, 6.4% of Virtus Investment Partners shares are owned by insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a company will outperform the market over the long term.

T. Rowe Price Group pays an annual dividend of $5.20 per share and has a dividend yield of 5.1%. Virtus Investment Partners pays an annual dividend of $9.60 per share and has a dividend yield of 6.9%. T. Rowe Price Group pays out 55.7% of its earnings in the form of a dividend. Virtus Investment Partners pays out 56.5% of its earnings in the form of a dividend. Both companies have healthy payout ratios and should be able to cover their dividend payments with earnings for the next several years. T. Rowe Price Group has increased its dividend for 39 consecutive years.

T. Rowe Price Group has higher revenue and earnings than Virtus Investment Partners. Virtus Investment Partners is trading at a lower price-to-earnings ratio than T. Rowe Price Group, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
T. Rowe Price Group$7.31B3.00$2.09B$9.3310.97
Virtus Investment Partners$829.12M1.13$121.75M$16.998.24

Summary

T. Rowe Price Group beats Virtus Investment Partners on 11 of the 19 factors compared between the two stocks.

How does Virtus Investment Partners compare to Artisan Partners Asset Management?

Virtus Investment Partners (NASDAQ:VRTS) and Artisan Partners Asset Management (NYSE:APAM) are both finance companies, but which is the better investment? We will compare the two businesses based on the strength of their dividends, valuation, institutional ownership, earnings, analyst recommendations, risk, media sentiment and profitability.

Artisan Partners Asset Management has higher revenue and earnings than Virtus Investment Partners. Virtus Investment Partners is trading at a lower price-to-earnings ratio than Artisan Partners Asset Management, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Virtus Investment Partners$829.12M1.13$121.75M$16.998.24
Artisan Partners Asset Management$1.20B2.47$290.32M$3.959.28

Virtus Investment Partners pays an annual dividend of $9.60 per share and has a dividend yield of 6.9%. Artisan Partners Asset Management pays an annual dividend of $3.08 per share and has a dividend yield of 8.4%. Virtus Investment Partners pays out 56.5% of its earnings in the form of a dividend. Artisan Partners Asset Management pays out 78.0% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future.

80.5% of Virtus Investment Partners shares are held by institutional investors. Comparatively, 86.5% of Artisan Partners Asset Management shares are held by institutional investors. 6.4% of Virtus Investment Partners shares are held by company insiders. Comparatively, 11.3% of Artisan Partners Asset Management shares are held by company insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a stock is poised for long-term growth.

Artisan Partners Asset Management has a net margin of 23.49% compared to Virtus Investment Partners' net margin of 13.42%. Artisan Partners Asset Management's return on equity of 72.99% beat Virtus Investment Partners' return on equity.

Company Net Margins Return on Equity Return on Assets
Virtus Investment Partners13.42% 21.56% 5.27%
Artisan Partners Asset Management 23.49%72.99%21.39%

In the previous week, Virtus Investment Partners and Virtus Investment Partners both had 1 articles in the media. Artisan Partners Asset Management's average media sentiment score of 1.19 beat Virtus Investment Partners' score of 0.49 indicating that Artisan Partners Asset Management is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Virtus Investment Partners
0 Very Positive mention(s)
1 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Neutral
Artisan Partners Asset Management
1 Very Positive mention(s)
0 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

Virtus Investment Partners presently has a consensus target price of $137.75, suggesting a potential downside of 1.65%. Artisan Partners Asset Management has a consensus target price of $39.25, suggesting a potential upside of 7.11%. Given Artisan Partners Asset Management's stronger consensus rating and higher probable upside, analysts clearly believe Artisan Partners Asset Management is more favorable than Virtus Investment Partners.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Virtus Investment Partners
2 Sell rating(s)
2 Hold rating(s)
1 Buy rating(s)
0 Strong Buy rating(s)
1.80
Artisan Partners Asset Management
2 Sell rating(s)
3 Hold rating(s)
1 Buy rating(s)
0 Strong Buy rating(s)
1.83

Virtus Investment Partners has a beta of 1.41, meaning that its stock price is 41% more volatile than the broader market. Comparatively, Artisan Partners Asset Management has a beta of 1.68, meaning that its stock price is 68% more volatile than the broader market.

Summary

Artisan Partners Asset Management beats Virtus Investment Partners on 14 of the 16 factors compared between the two stocks.

How does Virtus Investment Partners compare to Franklin Resources?

Franklin Resources (NYSE:BEN) and Virtus Investment Partners (NASDAQ:VRTS) are both finance companies, but which is the superior investment? We will contrast the two companies based on the strength of their analyst recommendations, media sentiment, institutional ownership, valuation, earnings, risk, profitability and dividends.

47.6% of Franklin Resources shares are owned by institutional investors. Comparatively, 80.5% of Virtus Investment Partners shares are owned by institutional investors. 23.4% of Franklin Resources shares are owned by company insiders. Comparatively, 6.4% of Virtus Investment Partners shares are owned by company insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a stock is poised for long-term growth.

Franklin Resources has a beta of 1.56, indicating that its share price is 56% more volatile than the broader market. Comparatively, Virtus Investment Partners has a beta of 1.41, indicating that its share price is 41% more volatile than the broader market.

Franklin Resources currently has a consensus price target of $29.56, indicating a potential downside of 7.56%. Virtus Investment Partners has a consensus price target of $137.75, indicating a potential downside of 1.65%. Given Virtus Investment Partners' higher probable upside, analysts plainly believe Virtus Investment Partners is more favorable than Franklin Resources.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Franklin Resources
2 Sell rating(s)
5 Hold rating(s)
4 Buy rating(s)
0 Strong Buy rating(s)
2.18
Virtus Investment Partners
2 Sell rating(s)
2 Hold rating(s)
1 Buy rating(s)
0 Strong Buy rating(s)
1.80

In the previous week, Franklin Resources had 1 more articles in the media than Virtus Investment Partners. MarketBeat recorded 2 mentions for Franklin Resources and 1 mentions for Virtus Investment Partners. Franklin Resources' average media sentiment score of 0.64 beat Virtus Investment Partners' score of 0.49 indicating that Franklin Resources is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Franklin Resources
1 Very Positive mention(s)
1 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Virtus Investment Partners
0 Very Positive mention(s)
1 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Neutral

Virtus Investment Partners has a net margin of 13.42% compared to Franklin Resources' net margin of 8.12%. Virtus Investment Partners' return on equity of 21.56% beat Franklin Resources' return on equity.

Company Net Margins Return on Equity Return on Assets
Franklin Resources8.12% 10.58% 4.21%
Virtus Investment Partners 13.42%21.56%5.27%

Franklin Resources has higher revenue and earnings than Virtus Investment Partners. Virtus Investment Partners is trading at a lower price-to-earnings ratio than Franklin Resources, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Franklin Resources$8.77B1.89$524.90M$1.3124.41
Virtus Investment Partners$829.12M1.13$121.75M$16.998.24

Franklin Resources pays an annual dividend of $1.32 per share and has a dividend yield of 4.1%. Virtus Investment Partners pays an annual dividend of $9.60 per share and has a dividend yield of 6.9%. Franklin Resources pays out 100.8% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. Virtus Investment Partners pays out 56.5% of its earnings in the form of a dividend. Franklin Resources has increased its dividend for 45 consecutive years. Virtus Investment Partners is clearly the better dividend stock, given its higher yield and lower payout ratio.

Summary

Franklin Resources beats Virtus Investment Partners on 11 of the 19 factors compared between the two stocks.

How does Virtus Investment Partners compare to BlackRock?

Virtus Investment Partners (NASDAQ:VRTS) and BlackRock (NYSE:BLK) are both finance companies, but which is the better business? We will contrast the two companies based on the strength of their valuation, earnings, analyst recommendations, institutional ownership, dividends, profitability, media sentiment and risk.

BlackRock has higher revenue and earnings than Virtus Investment Partners. Virtus Investment Partners is trading at a lower price-to-earnings ratio than BlackRock, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Virtus Investment Partners$829.12M1.13$121.75M$16.998.24
BlackRock$25.64B6.57$5.55B$39.8427.25

Virtus Investment Partners presently has a consensus target price of $137.75, indicating a potential downside of 1.65%. BlackRock has a consensus target price of $1,269.06, indicating a potential upside of 16.90%. Given BlackRock's stronger consensus rating and higher probable upside, analysts clearly believe BlackRock is more favorable than Virtus Investment Partners.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Virtus Investment Partners
2 Sell rating(s)
2 Hold rating(s)
1 Buy rating(s)
0 Strong Buy rating(s)
1.80
BlackRock
0 Sell rating(s)
3 Hold rating(s)
16 Buy rating(s)
1 Strong Buy rating(s)
2.90

Virtus Investment Partners has a beta of 1.41, suggesting that its stock price is 41% more volatile than the broader market. Comparatively, BlackRock has a beta of 1.44, suggesting that its stock price is 44% more volatile than the broader market.

Virtus Investment Partners pays an annual dividend of $9.60 per share and has a dividend yield of 6.9%. BlackRock pays an annual dividend of $22.92 per share and has a dividend yield of 2.1%. Virtus Investment Partners pays out 56.5% of its earnings in the form of a dividend. BlackRock pays out 57.5% of its earnings in the form of a dividend. Both companies have healthy payout ratios and should be able to cover their dividend payments with earnings for the next several years. BlackRock has increased its dividend for 16 consecutive years. Virtus Investment Partners is clearly the better dividend stock, given its higher yield and lower payout ratio.

In the previous week, BlackRock had 71 more articles in the media than Virtus Investment Partners. MarketBeat recorded 72 mentions for BlackRock and 1 mentions for Virtus Investment Partners. BlackRock's average media sentiment score of 0.82 beat Virtus Investment Partners' score of 0.49 indicating that BlackRock is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Virtus Investment Partners
0 Very Positive mention(s)
1 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Neutral
BlackRock
34 Very Positive mention(s)
15 Positive mention(s)
14 Neutral mention(s)
6 Negative mention(s)
3 Very Negative mention(s)
Positive

BlackRock has a net margin of 24.40% compared to Virtus Investment Partners' net margin of 13.42%. Virtus Investment Partners' return on equity of 21.56% beat BlackRock's return on equity.

Company Net Margins Return on Equity Return on Assets
Virtus Investment Partners13.42% 21.56% 5.27%
BlackRock 24.40%14.74%4.95%

80.5% of Virtus Investment Partners shares are owned by institutional investors. Comparatively, 80.7% of BlackRock shares are owned by institutional investors. 6.4% of Virtus Investment Partners shares are owned by insiders. Comparatively, 1.9% of BlackRock shares are owned by insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a company is poised for long-term growth.

Summary

BlackRock beats Virtus Investment Partners on 15 of the 20 factors compared between the two stocks.

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New MarketBeat Followers Over Time

This chart shows the number of new MarketBeat users adding VRTS and its top 5 competitors to their watchlist. Each company is represented with a line over a 90 day period.
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Media Sentiment Over Time

This chart shows the average media sentiment of NASDAQ and its competitors over the past 90 days as caculated by MarketBeat. The averaged score is equivalent to the following: Very Negative Sentiment <= -1.5, Negative Sentiment > -1.5 and <= -0.5, Neutral Sentiment > -0.5 and < 0.5, Positive Sentiment >= 0.5 and < 1.5, and Very Positive Sentiment >= 1.5.
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VRTS vs. The Competition

MetricVirtus Investment PartnersInvestment advice IndustryFinance SectorNASDAQ Exchange
Market Cap$936.76M$935.50M$13.37B$12.29B
Dividend Yield6.75%252.47%5.87%5.32%
P/E Ratio8.296.1223.7225.23
Price / Sales1.131.93164.8779.36
Price / Cash5.025.0519.9137.30
Price / Book1.161.352.186.63
Net Income$121.75M$112.38M$1.13B$335.59M
7 Day Performance-0.75%-1.03%-0.59%-1.20%
1 Month Performance0.11%-4.55%-1.15%-1.16%
1 Year Performance-20.78%-7.95%9.36%28.10%

Virtus Investment Partners Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
VRTS
Virtus Investment Partners
3.4416 of 5 stars
$140.06
+1.5%
$137.75
-1.6%
-21.5%$936.76M$829.12M8.29770
CG
Carlyle Group
4.6715 of 5 stars
$49.01
-3.5%
$65.57
+33.8%
-1.7%$18.35B$4.78B22.482,500
TROW
T. Rowe Price Group
2.7276 of 5 stars
$103.59
-2.4%
$99.54
-3.9%
+4.4%$22.74B$7.31B11.107,773
APAM
Artisan Partners Asset Management
3.4679 of 5 stars
$37.60
-0.6%
$39.25
+4.4%
-15.8%$3.05B$1.20B9.52500
BEN
Franklin Resources
4.3608 of 5 stars
$30.48
-2.2%
$29.56
-3.0%
+42.9%$16.19B$8.77B23.279,800

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This page (NASDAQ:VRTS) was last updated on 5/19/2026 by MarketBeat.com Staff.
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