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Virtus Investment Partners (VRTS) Competitors

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$146.48 -1.10 (-0.74%)
Closing price 06/26/2026 03:59 PM Eastern
Extended Trading
$146.91 +0.43 (+0.29%)
As of 04:18 AM 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? 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?

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

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
Virtus Investment Partners13.42% 21.56% 5.27%
Carlyle Group 13.46%20.95%5.28%

Virtus Investment Partners pays an annual dividend of $9.60 per share and has a dividend yield of 6.6%. Carlyle Group pays an annual dividend of $1.40 per share and has a dividend yield of 3.4%. Virtus Investment Partners pays out 56.5% of its earnings in the form of a dividend. 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. 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 4 more articles in the media than Virtus Investment Partners. MarketBeat recorded 5 mentions for Carlyle Group and 1 mentions for Virtus Investment Partners. Virtus Investment Partners' average media sentiment score of 1.00 beat Carlyle Group's score of 0.57 indicating that Virtus Investment Partners is being referred to more favorably in the media.

Company Overall Sentiment
Virtus Investment Partners Positive
Carlyle Group Positive

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
Virtus Investment Partners$829.12M1.18$121.75M$16.998.62
Carlyle Group$4.78B3.12$808.70M$1.4628.36

Virtus Investment Partners has a beta of 1.38, meaning that its share price is 38% more volatile than the broader market. Comparatively, Carlyle Group has a beta of 1.84, meaning that its share price is 84% more volatile than the broader market.

80.5% of Virtus Investment Partners shares are owned by institutional investors. Comparatively, 55.9% of Carlyle Group shares are owned by institutional investors. 6.4% of Virtus Investment Partners shares are owned by insiders. Comparatively, 25.4% of Carlyle Group shares are owned by insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a stock is poised for long-term growth.

Virtus Investment Partners currently has a consensus price target of $136.25, suggesting a potential downside of 6.99%. Carlyle Group has a consensus price target of $62.00, suggesting a potential upside of 49.76%. Given Carlyle Group's stronger consensus rating and higher possible upside, analysts plainly believe Carlyle Group 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
Carlyle Group
2 Sell rating(s)
8 Hold rating(s)
7 Buy rating(s)
0 Strong Buy rating(s)
2.29

Summary

Carlyle Group beats Virtus Investment Partners on 13 of the 19 factors compared between the two stocks.

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

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

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
Virtus Investment Partners$829.12M1.18$121.75M$16.998.62
T. Rowe Price Group$7.31B3.23$2.09B$9.3311.82

Virtus Investment Partners has a beta of 1.38, meaning that its share price is 38% more volatile than the broader market. Comparatively, T. Rowe Price Group has a beta of 1.5, meaning that its share price is 50% more volatile than the broader market.

Virtus Investment Partners presently has a consensus price target of $136.25, indicating a potential downside of 6.99%. T. Rowe Price Group has a consensus price target of $100.38, indicating a potential downside of 8.96%. Given Virtus Investment Partners' stronger consensus rating and 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
Virtus Investment Partners
2 Sell rating(s)
2 Hold rating(s)
1 Buy rating(s)
0 Strong Buy rating(s)
1.80
T. Rowe Price Group
4 Sell rating(s)
11 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
1.73

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

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
Virtus Investment Partners13.42% 21.56% 5.27%
T. Rowe Price Group 28.28%20.60%15.55%

In the previous week, T. Rowe Price Group had 12 more articles in the media than Virtus Investment Partners. MarketBeat recorded 13 mentions for T. Rowe Price Group and 1 mentions for Virtus Investment Partners. T. Rowe Price Group's average media sentiment score of 1.28 beat Virtus Investment Partners' score of 1.00 indicating that T. Rowe Price Group is being referred to more favorably in the news media.

Company Overall Sentiment
Virtus Investment Partners Positive
T. Rowe Price Group Positive

Virtus Investment Partners pays an annual dividend of $9.60 per share and has a dividend yield of 6.6%. T. Rowe Price Group pays an annual dividend of $5.20 per share and has a dividend yield of 4.7%. Virtus Investment Partners pays out 56.5% of its earnings in the form of a dividend. T. Rowe Price Group pays out 55.7% 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.

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

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 1.88 beat Virtus Investment Partners' score of 1.00 indicating that Artisan Partners Asset Management is being referred to more favorably in the news media.

Company Overall Sentiment
Virtus Investment Partners Positive
Artisan Partners Asset Management Very Positive

Virtus Investment Partners has a beta of 1.38, indicating that its share price is 38% more volatile than the broader market. Comparatively, Artisan Partners Asset Management has a beta of 1.67, indicating that its share price is 67% more volatile than the broader market.

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$829.12M1.18$121.75M$16.998.62
Artisan Partners Asset Management$1.20B2.39$290.32M$3.958.98

Virtus Investment Partners pays an annual dividend of $9.60 per share and has a dividend yield of 6.6%. Artisan Partners Asset Management pays an annual dividend of $3.08 per share and has a dividend yield of 8.7%. 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 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 hedge funds, endowments and large money managers believe a company will outperform the market over the long term.

Virtus Investment Partners currently has a consensus target price of $136.25, indicating a potential downside of 6.99%. Artisan Partners Asset Management has a consensus target price of $39.75, indicating a potential upside of 12.04%. Given Artisan Partners Asset Management's stronger consensus rating and higher possible 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
1 Sell rating(s)
4 Hold rating(s)
1 Buy rating(s)
0 Strong Buy rating(s)
2.00

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

Franklin Resources currently has a consensus price target of $30.67, indicating a potential downside of 7.76%. Virtus Investment Partners has a consensus price target of $136.25, indicating a potential downside of 6.99%. 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)
4 Hold rating(s)
4 Buy rating(s)
1 Strong Buy rating(s)
2.36
Virtus Investment Partners
2 Sell rating(s)
2 Hold rating(s)
1 Buy rating(s)
0 Strong Buy rating(s)
1.80

Franklin Resources pays an annual dividend of $1.32 per share and has a dividend yield of 4.0%. Virtus Investment Partners pays an annual dividend of $9.60 per share and has a dividend yield of 6.6%. 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.

Franklin Resources has a beta of 1.55, suggesting that its stock price is 55% more volatile than the broader market. Comparatively, Virtus Investment Partners has a beta of 1.38, suggesting that its stock price is 38% more volatile than the broader market.

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 endowments, large money managers and hedge funds believe a company will outperform the market over the long term.

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%

In the previous week, Franklin Resources had 5 more articles in the media than Virtus Investment Partners. MarketBeat recorded 6 mentions for Franklin Resources and 1 mentions for Virtus Investment Partners. Virtus Investment Partners' average media sentiment score of 1.00 beat Franklin Resources' score of 0.67 indicating that Virtus Investment Partners is being referred to more favorably in the news media.

Company Overall Sentiment
Franklin Resources Positive
Virtus Investment Partners Positive

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$8.77B1.97$524.90M$1.3125.38
Virtus Investment Partners$829.12M1.18$121.75M$16.998.62

Summary

Franklin Resources beats Virtus Investment Partners on 11 of the 20 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 investment? We will compare the two businesses based on the strength of their media sentiment, dividends, valuation, earnings, institutional ownership, risk, analyst recommendations and profitability.

BlackRock has a beta of 1.42, suggesting that its stock price is 42% more volatile than the broader market. Comparatively, Virtus Investment Partners has a beta of 1.38, suggesting that its stock price is 38% more volatile than the broader market.

BlackRock pays an annual dividend of $22.92 per share and has a dividend yield of 2.4%. Virtus Investment Partners pays an annual dividend of $9.60 per share and has a dividend yield of 6.6%. BlackRock pays out 57.5% 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. BlackRock has raised its dividend for 16 consecutive years. Virtus Investment Partners is clearly the better dividend stock, given its higher yield and lower payout ratio.

BlackRock currently has a consensus target price of $1,269.44, suggesting a potential upside of 31.34%. Virtus Investment Partners has a consensus target price of $136.25, suggesting a potential downside of 6.99%. Given BlackRock's stronger consensus rating and higher probable upside, 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)
3 Hold rating(s)
16 Buy rating(s)
1 Strong Buy rating(s)
2.90
Virtus Investment Partners
2 Sell rating(s)
2 Hold rating(s)
1 Buy rating(s)
0 Strong Buy rating(s)
1.80

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
BlackRock24.40% 14.74% 4.95%
Virtus Investment Partners 13.42%21.56%5.27%

In the previous week, BlackRock had 60 more articles in the media than Virtus Investment Partners. MarketBeat recorded 61 mentions for BlackRock and 1 mentions for Virtus Investment Partners. Virtus Investment Partners' average media sentiment score of 1.00 beat BlackRock's score of 0.81 indicating that Virtus Investment Partners is being referred to more favorably in the news media.

Company Overall Sentiment
BlackRock Positive
Virtus Investment Partners Positive

80.7% of BlackRock shares are owned by institutional investors. Comparatively, 80.5% of Virtus Investment Partners shares are owned by institutional investors. 1.9% of BlackRock 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 is poised for long-term growth.

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$24.22B6.20$5.55B$39.8424.26
Virtus Investment Partners$829.12M1.18$121.75M$16.998.62

Summary

BlackRock beats Virtus Investment Partners on 14 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$978.80M$943.66M$13.84B$12.17B
Dividend Yield7.07%252.73%5.69%6.11%
P/E Ratio8.676.1320.4724.17
Price / Sales1.181.94127.64101.00
Price / Cash5.025.0519.6736.93
Price / Book1.211.362.256.38
Net Income$121.75M$112.38M$1.14B$337.00M
7 Day Performance4.08%2.31%0.98%-0.20%
1 Month Performance2.34%1.13%1.42%-1.40%
1 Year Performance-20.11%18.39%15.39%27.76%

Virtus Investment Partners Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
VRTS
Virtus Investment Partners
3.1917 of 5 stars
$146.48
-0.7%
$136.25
-7.0%
-20.1%$978.80M$829.12M8.67770
CG
Carlyle Group
4.3511 of 5 stars
$44.80
-1.9%
$62.00
+38.4%
-19.1%$16.45B$4.78B30.682,500
TROW
T. Rowe Price Group
3.5159 of 5 stars
$107.65
-0.4%
$100.08
-7.0%
+14.7%$23.17B$7.31B11.547,773
APAM
Artisan Partners Asset Management
3.9397 of 5 stars
$35.90
-0.7%
$39.75
+10.7%
-20.3%$2.91B$1.20B9.09500
BEN
Franklin Resources
3.979 of 5 stars
$33.09
-0.6%
$30.00
-9.3%
+39.4%$17.30B$8.77B25.269,800

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This page (NASDAQ:VRTS) was last updated on 6/29/2026 by MarketBeat.com Staff.
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