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Virtus Investment Partners, Inc. (VRTS)
Investment Advice
Latest Price
$132.32
TTM P/E
7.55
Normalized P/E
7.48
Div Yield
7.26%
Book Value
141.46
P/B Ratio
0.94
Valuation metrics
adjust assumptions →EPS: $19.97
Book value / share: $139.51
Formula: √(22.5 × EPS × BVPS)
Graham Number
$250.37
+89% upside
Norm. op. income: $169M (median of 7yr)
Tax rate: 27%
Discount rate: 10%
Growth assumption: zero (EPV is a no-growth value)
Earnings Power Value
$197.95
+50% upside
Base FCF: $228M (median of recent 5yr)
Growth: 5%/yr (median YOY, capped at 25%)
Discount rate: 10%
Terminal growth: 3%
Projection horizon: 10 years
DCF Fair Value
$594.75
+349% upside
EPS: $19.97
Target P/E: 7×
Formula: EPS × P/E
P/E Fair Value
$139.79
+6% upside
Institutional Ownership
94.0% held by institutions| Institution | Shares | Value | Ownership % | Change | Filing Date |
|---|---|---|---|---|---|
| BlackRock, Inc. | 1.06M | $151.0M | 15.95% | +57.2K | 2026-06-30 |
| Vanguard Portfolio Management LLC | 450.1K | $64.0M | 6.80% | -34.8K | 2026-06-30 |
| State Street Corp | 448.3K | $64.0M | 6.77% | +9.6K | 2026-06-30 |
| Victory Capital Management Inc | 352.9K | $50.0M | 5.33% | +34.9K | 2026-06-30 |
| Dimensional Fund Advisors LP | 315.7K | $45.0M | 4.77% | +10.6K | 2026-06-30 |
| AQR Capital Management LLC | 286.6K | $41.0M | 4.33% | +154.4K | 2026-06-30 |
| Vanguard Capital Management LLC | 279.8K | $40.0M | 4.23% | -5.7K | 2026-06-30 |
| Charles Schwab Investment Management Inc | 279.3K | $40.0M | 4.22% | +20.5K | 2026-06-30 |
| Sixth Street Partners Management Company, L.P. | 279.3K | $40.0M | 4.22% | -- | 2026-06-30 |
| American Century Companies Inc | 195.4K | $28.0M | 2.95% | +6.5K | 2026-06-30 |