Inside the research
Victory Capital Holdings, Inc.
VCTR Research profile · latest available data
Price overview
$108.75
▲ +2.65 (+2.5%)
| 52w hi | $120.59 |
|---|---|
| 52w lo | $59.26 |
| Vol | 465.40K |
| As of | 25 Sep 2026 |
The Verdict
Our score +0.53
| Short | +0.40 |
|---|---|
| Medium | +0.58 |
| Long | +0.70 |
computed 2026-09-27
Key fundamentals
Victory Capital Holdings, Inc.
Financial Services · Asset Management
| Market cap | $6.69B |
|---|---|
| Enterprise value | $7.63B |
| Trailing P/E | 19.77x |
| Forward P/E | 12.71x |
| EV / EBITDA | 9.48x |
| P / S (ttm) | 4.29x |
| Profit margin | 29.6% |
| Return on equity | 19.0% |
| Revenue growth | +24.0% |
| Earnings growth | +148.0% |
| Debt / equity | 42.62 |
Layer Breakdown
| Layer | Raw | Contribution |
|---|---|---|
| Fundamental | +0.44 | |
| Sector | +0.02 | |
| Technical | +0.32 | |
| Earnings | +0.00 | |
| Sentiment | +0.00 |
macro × 1.00 · 2026-09-27
Business overview
Victory Capital Holdings, Inc., together with its subsidiaries, operates as an asset management company in the United States and internationally. It offers specialized investment strategies to institutions, intermediaries, retirement platforms, and individual investors. The company also provides various investment products, including actively and passively managed mutual funds, rules-based and active exchange traded funds (ETF), institutional separate accounts, variable insurance products, alternative investments, private closed end funds, and a 529 education savings plan; and third-party investment products, such as mutual funds, third-party ETF model strategies, retail separately managed accounts, unified managed accounts, collective investment trusts, undertakings for the collective investment in transferable securities, and other pooled vehicles. In addition, it offers investment management services, fund administration services, fund transfer agent services, and fund distribution services. Victory Capital Holdings, Inc. was incorporated in 2013 and is based in San Antonio, Texas.
Risk Metrics
| Beta vs SPX | 1.33 |
|---|---|
| Corr SPX | 0.60 |
| Annual vol | 35.7% |
| Annual ret | +40.3% |
| Sharpe | 1.13 |
| Max DD | -29.0% |
Window: 504 trading days (504 obs)
Material Events
| Date | Event | 8-K |
|---|---|---|
| 2026-08-12 | Other Material Event, Exhibits | read |
| 2026-08-05 | Earnings Release, Exhibits | read |
| 2026-07-23 | Officer / Director Change, Reg FD Disclosure… | read |
| 2026-07-13 | Other Material Event, Exhibits | read |
| 2026-06-09 | Other Material Event, Exhibits | read |
| 2026-05-21 | Material Agreement, Material Obligation… | read |
| 2026-05-12 | Other Material Event, Exhibits | read |
| 2026-05-12 | Shareholder Vote | read |
| 2026-05-06 | Earnings Release, Exhibits | read |
| 2026-04-13 | Other Material Event, Exhibits | read |
| 2026-03-24 | Other Material Event, Exhibits | read |
| 2026-03-23 | Other Material Event, Exhibits | read |
Dividends
| Yield (TTM) | 0.90% |
|---|---|
| $ / share (TTM) | $0.98 |
| 5y CAGR | +53.2% |
Annual dividend per share
| 2021 | $0.53 |
|---|---|
| 2022 | $1.00 |
| 2023 | $1.28 |
| 2024 | $1.55 |
| 2025 | $1.94 |
| 2026 | $0.49 |
SEC Filings
The Long Run
FY 2017–2025 · 9 years
| Line | Latest | CAGR | Trend |
|---|---|---|---|
| Revenue | $821.03M | +16.6% | |
| Operating income | $328.46M | +33.2% | |
| Net income | $288.86M | +98.8% | |
| Cash from ops | $339.98M | +30.4% |
Indices
Recent Sessions
| Date | Open | High | Low | Close | Vol |
|---|---|---|---|---|---|
| Sep 25 | $107.69 | $109.58 | $107.00 | $108.75 | 465.40K |
| Sep 24 | $106.18 | $106.99 | $104.67 | $106.10 | 423.50K |
| Sep 23 | $103.89 | $107.43 | $103.89 | $106.31 | 585.00K |
| Sep 22 | $108.26 | $108.47 | $102.98 | $104.96 | 840.50K |
| Sep 21 | $107.39 | $108.28 | $106.12 | $107.76 | 603.70K |
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