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Virtus Investment Partners (VRTS) Competitors

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$131.52 -0.07 (-0.05%)
Closing price 10/9/2026 03:59 PM Eastern
Extended Trading
$134.00 +2.47 (+1.88%)
As of 10/9/2026 07:59 PM Eastern
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VRTS vs. CG, TROW, APAM, BEN, and BLK

Should you buy Virtus Investment Partners stock or one of its competitors? Virtus Investment Partners's main competitors and comparable companies include Carlyle Group (CG), T. Rowe Price Group (TROW), Artisan Partners Asset Management (APAM), Franklin Resources (BEN), and BlackRock (BLK). Companies are selected based on similarities in market, industry, and size. These companies are all part of the "asset management & custody banks" industry.

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 better business? We will compare the two businesses based on the strength of their profitability, earnings, risk, valuation, institutional ownership, media sentiment, dividends and analyst recommendations.

55.9% of Carlyle Group shares are owned by institutional investors. Comparatively, 80.5% of Virtus Investment Partners shares are owned by institutional investors. 25.4% of Carlyle 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 large money managers, hedge funds and endowments believe a company will outperform the market over the long term.

Virtus Investment Partners has a net margin of 13.42% compared to Carlyle Group's net margin of 10.08%. Carlyle Group's return on equity of 22.52% beat Virtus Investment Partners' return on equity.

Company Net Margins Return on Equity Return on Assets
Carlyle Group10.08% 22.52% 5.62%
Virtus Investment Partners 13.42%21.56%5.27%

Carlyle Group has a beta of 1.88, suggesting that its share price is 88% more volatile than the broader market. Comparatively, Virtus Investment Partners has a beta of 1.41, suggesting that its share price is 41% more volatile than the broader market.

Carlyle Group pays an annual dividend of $1.40 per share and has a dividend yield of 3.6%. Virtus Investment Partners pays an annual dividend of $9.80 per share and has a dividend yield of 7.5%. Carlyle Group pays out 145.8% 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 55.8% 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.

Carlyle Group presently has a consensus price target of $56.60, indicating a potential upside of 47.32%. Virtus Investment Partners has a consensus price target of $143.00, indicating a potential upside of 8.72%. Given Carlyle Group's stronger consensus rating and higher probable upside, equities analysts plainly 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)
8 Hold rating(s)
8 Buy rating(s)
0 Strong Buy rating(s)
2.41
Virtus Investment Partners
2 Sell rating(s)
2 Hold rating(s)
1 Buy rating(s)
0 Strong Buy rating(s)
1.80

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$4.78B2.86$808.70M$0.9640.02
Virtus Investment Partners$819.58M1.06$121.75M$17.557.49

In the previous week, Carlyle Group had 12 more articles in the media than Virtus Investment Partners. MarketBeat recorded 14 mentions for Carlyle Group and 2 mentions for Virtus Investment Partners. Carlyle Group's average media sentiment score of 0.51 beat Virtus Investment Partners' score of 0.00 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
2 Very Positive mention(s)
4 Positive mention(s)
4 Neutral mention(s)
1 Negative mention(s)
1 Very Negative mention(s)
Positive
Virtus Investment Partners
0 Very Positive mention(s)
0 Positive mention(s)
2 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Neutral

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 stock? We will compare the two companies based on the strength of their earnings, dividends, profitability, analyst recommendations, valuation, risk, institutional ownership and media sentiment.

T. Rowe Price Group has a beta of 1.45, meaning that its share price is 45% more volatile than the broader market. Comparatively, Virtus Investment Partners has a beta of 1.41, meaning that its share price is 41% more volatile than the broader market.

T. Rowe Price Group has a net margin of 29.26% 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 Group29.26% 20.91% 15.68%
Virtus Investment Partners 13.42%21.56%5.27%

T. Rowe Price Group pays an annual dividend of $5.20 per share and has a dividend yield of 4.9%. Virtus Investment Partners pays an annual dividend of $9.80 per share and has a dividend yield of 7.5%. T. Rowe Price Group pays out 52.2% of its earnings in the form of a dividend. Virtus Investment Partners pays out 55.8% 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 raised 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$7.31B3.07$2.09B$9.9710.55
Virtus Investment Partners$819.58M1.06$121.75M$17.557.49

T. Rowe Price Group currently has a consensus price target of $104.77, indicating a potential downside of 0.37%. Virtus Investment Partners has a consensus price target of $143.00, indicating a potential upside of 8.72%. Given Virtus Investment Partners' higher possible upside, analysts plainly 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
3 Sell rating(s)
10 Hold rating(s)
1 Buy rating(s)
0 Strong Buy rating(s)
1.86
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 large money managers, hedge funds and endowments believe a stock will outperform the market over the long term.

In the previous week, T. Rowe Price Group had 9 more articles in the media than Virtus Investment Partners. MarketBeat recorded 11 mentions for T. Rowe Price Group and 2 mentions for Virtus Investment Partners. T. Rowe Price Group's average media sentiment score of 0.42 beat Virtus Investment Partners' score of 0.00 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
2 Very Positive mention(s)
3 Positive mention(s)
4 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Neutral
Virtus Investment Partners
0 Very Positive mention(s)
0 Positive mention(s)
2 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Neutral

Summary

T. Rowe Price Group beats Virtus Investment Partners on 12 of the 18 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 superior investment? We will compare the two businesses based on the strength of their earnings, analyst recommendations, dividends, institutional ownership, valuation, risk, media sentiment and profitability.

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

Virtus Investment Partners currently has a consensus price target of $143.00, suggesting a potential upside of 8.72%. Artisan Partners Asset Management has a consensus price target of $36.25, suggesting a potential upside of 8.26%. Given Virtus Investment Partners' higher possible upside, equities research analysts clearly believe Virtus Investment Partners is more favorable than Artisan Partners Asset Management.

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
1 Sell rating(s)
4 Hold rating(s)
1 Buy rating(s)
0 Strong Buy rating(s)
2.00

Virtus Investment Partners pays an annual dividend of $9.80 per share and has a dividend yield of 7.5%. Artisan Partners Asset Management pays an annual dividend of $3.20 per share and has a dividend yield of 9.6%. Virtus Investment Partners pays out 55.8% of its earnings in the form of a dividend. Artisan Partners Asset Management pays out 77.7% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future.

Artisan Partners Asset Management has a net margin of 24.08% compared to Virtus Investment Partners' net margin of 13.42%. Artisan Partners Asset Management's return on equity of 73.11% 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 24.08%73.11%21.93%

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$819.58M1.06$121.75M$17.557.49
Artisan Partners Asset Management$1.20B2.27$290.32M$4.128.13

Virtus Investment Partners has a beta of 1.41, meaning that its share price is 41% more volatile than the broader market. Comparatively, Artisan Partners Asset Management has a beta of 1.7, meaning that its share price is 70% more volatile than the broader market.

In the previous week, Artisan Partners Asset Management had 6 more articles in the media than Virtus Investment Partners. MarketBeat recorded 8 mentions for Artisan Partners Asset Management and 2 mentions for Virtus Investment Partners. Artisan Partners Asset Management's average media sentiment score of 0.65 beat Virtus Investment Partners' score of 0.00 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)
0 Positive mention(s)
2 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Neutral
Artisan Partners Asset Management
2 Very Positive mention(s)
4 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

Summary

Artisan Partners Asset Management beats Virtus Investment Partners on 14 of the 17 factors compared between the two stocks.

How does Virtus Investment Partners compare to Franklin Resources?

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

Virtus Investment Partners has a beta of 1.41, indicating that its stock price is 41% more volatile than the broader market. Comparatively, Franklin Resources has a beta of 1.54, indicating that its stock price is 54% more volatile than the broader market.

In the previous week, Franklin Resources had 6 more articles in the media than Virtus Investment Partners. MarketBeat recorded 8 mentions for Franklin Resources and 2 mentions for Virtus Investment Partners. Franklin Resources' average media sentiment score of 0.84 beat Virtus Investment Partners' score of 0.00 indicating that Franklin Resources 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)
0 Positive mention(s)
2 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Neutral
Franklin Resources
3 Very Positive mention(s)
2 Positive mention(s)
2 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

Virtus Investment Partners presently has a consensus price target of $143.00, suggesting a potential upside of 8.72%. Franklin Resources has a consensus price target of $35.89, suggesting a potential upside of 12.22%. Given Franklin Resources' stronger consensus rating and higher probable upside, analysts clearly believe Franklin Resources 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
Franklin Resources
1 Sell rating(s)
6 Hold rating(s)
4 Buy rating(s)
0 Strong Buy rating(s)
2.27

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

Virtus Investment Partners pays an annual dividend of $9.80 per share and has a dividend yield of 7.5%. Franklin Resources pays an annual dividend of $1.32 per share and has a dividend yield of 4.1%. Virtus Investment Partners pays out 55.8% of its earnings in the form of a dividend. Franklin Resources pays out 89.8% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. Franklin Resources has raised its dividend for 45 consecutive years. Virtus Investment Partners is clearly the better dividend stock, given its higher yield and lower payout ratio.

Virtus Investment Partners has a net margin of 13.42% compared to Franklin Resources' net margin of 8.72%. Virtus Investment Partners' return on equity of 21.56% beat Franklin Resources' return on equity.

Company Net Margins Return on Equity Return on Assets
Virtus Investment Partners13.42% 21.56% 5.27%
Franklin Resources 8.72%11.55%4.46%

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
Virtus Investment Partners$819.58M1.06$121.75M$17.557.49
Franklin Resources$8.77B1.85$524.90M$1.4721.76

Summary

Franklin Resources beats Virtus Investment Partners on 12 of the 19 factors compared between the two stocks.

How does Virtus Investment Partners compare to BlackRock?

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

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

BlackRock has a net margin of 24.09% 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
BlackRock24.09% 14.90% 4.97%
Virtus Investment Partners 13.42%21.56%5.27%

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
BlackRock$24.22B6.92$5.55B$41.8425.84
Virtus Investment Partners$819.58M1.06$121.75M$17.557.49

BlackRock pays an annual dividend of $22.92 per share and has a dividend yield of 2.1%. Virtus Investment Partners pays an annual dividend of $9.80 per share and has a dividend yield of 7.5%. BlackRock pays out 54.8% of its earnings in the form of a dividend. Virtus Investment Partners pays out 55.8% 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.

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

In the previous week, BlackRock had 73 more articles in the media than Virtus Investment Partners. MarketBeat recorded 75 mentions for BlackRock and 2 mentions for Virtus Investment Partners. BlackRock's average media sentiment score of 0.67 beat Virtus Investment Partners' score of 0.00 indicating that BlackRock is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
BlackRock
39 Very Positive mention(s)
13 Positive mention(s)
12 Neutral mention(s)
3 Negative mention(s)
5 Very Negative mention(s)
Positive
Virtus Investment Partners
0 Very Positive mention(s)
0 Positive mention(s)
2 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Neutral

BlackRock currently has a consensus target price of $1,304.24, indicating a potential upside of 20.62%. Virtus Investment Partners has a consensus target price of $143.00, indicating a potential upside of 8.72%. Given BlackRock's stronger consensus rating and higher probable upside, equities research analysts plainly believe BlackRock is more favorable than Virtus Investment Partners.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
BlackRock
0 Sell rating(s)
2 Hold rating(s)
15 Buy rating(s)
1 Strong Buy rating(s)
2.94
Virtus Investment Partners
2 Sell rating(s)
2 Hold rating(s)
1 Buy rating(s)
0 Strong Buy rating(s)
1.80

Summary

BlackRock beats Virtus Investment Partners on 15 of the 19 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 PartnersCapital Markets IndustryFinance SectorNASDAQ Exchange
Market Cap$871.48M$5.13B$13.37B$13.21B
Dividend Yield7.33%7.60%6.07%16.36%
P/E Ratio7.7830.0424.7226.16
Price / Sales1.061,197.79486.4394.78
Price / Cash5.0247.5845.1353.09
Price / Book1.093.482.716.34
Net Income$121.75M$415.02M$1.32B$381.90M
7 Day Performance-1.65%-0.40%-0.53%-1.41%
1 Month Performance-13.53%-1.68%-2.41%-3.48%
1 Year Performance-28.77%9.23%10.27%1.16%

Virtus Investment Partners Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
VRTS
Virtus Investment Partners
2.9224 of 5 stars
$131.53
0.0%
$143.00
+8.7%
-31.8%$871.48M$819.58M7.78801
CG
Carlyle Group
4.5438 of 5 stars
$40.39
+1.8%
$57.87
+43.3%
-35.0%$14.13B$4.78B42.072,500
TROW
T. Rowe Price Group
2.932 of 5 stars
$105.83
+1.7%
$105.92
+0.1%
-0.8%$22.20B$7.31B10.617,773
APAM
Artisan Partners Asset Management
3.5189 of 5 stars
$36.20
+0.2%
$38.00
+5.0%
-23.3%$2.93B$1.20B8.79567
BEN
Franklin Resources
4.8404 of 5 stars
$32.49
+1.1%
$34.33
+5.7%
+35.3%$16.32B$8.77B22.109,800

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This page (NASDAQ:VRTS) was last updated on 10/10/2026 by MarketBeat.com Staff.
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