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Upturn AI SWOT - About
VCTR 
Victory Capital Holdings Inc (VCTR)
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Upturn Advisory Summary
08/14/2025: VCTR (4-star) is a STRONG-BUY. BUY since 65 days. Profits (10.78%). Updated daily EoD!
Upturn Star Rating
Above Average Performance
These Stocks/ETFs, based on Upturn Advisory, frequently surpass the market, reflecting reliable and trustworthy advice.
Number of Analysts
8 Analysts rated it
Limited analyst coverage, niche firm, research info may be scarce.
1 Year Target Price $74.86
1 Year Target Price $74.86
| 2 | Strong Buy |
| 2 | Buy |
| 4 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 60.18% | Avg. Invested days 67 | Today’s Advisory Strong Buy |
Upturn Star Rating | Upturn Advisory Performance  4.0 | Stock Returns Performance  3.0 |
| Profits based on simulation | Last Close 08/14/2025 |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 4.76B USD | Price to earnings Ratio 17.82 | 1Y Target Price 74.86 |
Price to earnings Ratio 17.82 | 1Y Target Price 74.86 | ||
Volume (30-day avg) 8 | Beta 1.06 | 52 Weeks Range 46.64 - 72.97 | Updated Date 08/15/2025 |
52 Weeks Range 46.64 - 72.97 | Updated Date 08/15/2025 | ||
Dividends yield (FY) 2.54% | Basic EPS (TTM) 4 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Earnings Date
Report Date 2025-08-07 | When - | Estimate 1.47 | Actual 1.57 |
Profitability
Profit Margin 27.18% | Operating Margin (TTM) 42.2% |
Management Effectiveness
Return on Assets (TTM) 8.8% | Return on Equity (TTM) 15.59% |
Valuation
Trailing PE 17.82 | Forward PE 11.86 | Enterprise Value 5616984516 | Price to Sales(TTM) 4.63 |
Enterprise Value 5616984516 | Price to Sales(TTM) 4.63 | ||
Enterprise Value to Revenue 5.46 | Enterprise Value to EBITDA 11.49 | Shares Outstanding 66783400 | Shares Floating 44935864 |
Shares Outstanding 66783400 | Shares Floating 44935864 | ||
Percent Insiders 10.14 | Percent Institutions 79.41 |
Upturn AI SWOT
Victory Capital Holdings Inc
Company Overview
History and Background
Victory Capital Holdings, founded in 2013, is a diversified asset management firm providing investment management services to institutions, intermediaries, and individual investors. It has grown through acquisitions and organic growth.
Core Business Areas
- Investment Management: Offers a diverse range of investment strategies across various asset classes, including actively managed, quantitative, and alternative investments. Services include managing client portfolios and funds, and providing advisory services.
- Distribution: Manages the distribution of its investment products through various channels, including direct sales, intermediaries, and strategic partnerships.
Leadership and Structure
David Brown serves as Chairman and CEO. The firm operates with a multi-boutique model, with independent investment teams managing specific strategies. Corporate functions are centralized.
Top Products and Market Share
Key Offerings
- Institutional Separate Accounts: Tailored investment solutions for institutional clients such as pension funds and endowments. Market share data is not readily available, and competitors include firms like BlackRock and State Street.
- Market Share (%):
- Market Share (%):
- Mutual Funds and ETFs: A variety of actively and passively managed funds for retail and institutional investors. Market share data is not readily available, and competitors include firms like Vanguard and Fidelity.
- Alternative Investments: Investment strategies in less traditional asset classes, such as private equity or hedge funds. Market share data is not readily available, and competitors include firms like Blackstone and Apollo.
- Market Share (%):
Market Dynamics
Industry Overview
The asset management industry is highly competitive and subject to market fluctuations and regulatory changes. Factors influencing the industry include interest rates, economic growth, and investor sentiment.
Positioning
Victory Capital positions itself as a diversified asset manager with a multi-boutique model, allowing for specialized investment expertise. Its competitive advantage lies in its diverse product offerings and acquisition strategy.
Total Addressable Market (TAM)
The global assets under management (AUM) is in the trillions of dollars. Victory Capital captures a small portion. Future AUM growth is tied to economic conditions and market performance.
Upturn SWOT Analysis
Strengths
- Diversified product offerings
- Multi-boutique investment model
- Strong acquisition track record
- Experienced management team
Weaknesses
- Dependence on market performance
- Integration risks from acquisitions
- High competition in the asset management industry
- Performance fees can fluctuate
Opportunities
- Further acquisitions and strategic partnerships
- Expansion into new asset classes
- Growth in emerging markets
- Increased demand for alternative investments
Threats
- Economic downturns
- Increased regulatory scrutiny
- Competitive pressures
- Changes in investor preferences
Competitors and Market Share
Key Competitors
- BLK
- TROW
- APAM
Competitive Landscape
Victory Capital's multi-boutique model differentiates it from some larger, more centralized asset managers. It faces competition from both large and specialized firms.
Major Acquisitions
New Energy Capital Partners
- Year: 2020
- Acquisition Price (USD millions):
- Strategic Rationale: Diversified its product offerings with a focus on renewable energy investments.
Growth Trajectory and Initiatives
Historical Growth: Victory Capital has grown significantly through acquisitions and organic growth in AUM.
Future Projections: Analyst projections vary, but generally anticipate continued growth in AUM and revenue, driven by market performance and acquisitions.
Recent Initiatives: Recent initiatives include new product launches, strategic acquisitions (see below), and expansion of distribution channels.
Summary
Victory Capital is a diversified asset management firm leveraging a multi-boutique model for growth. Acquisitions and product diversification have been key strategies. Market volatility and competition pose ongoing challenges. The company's future success depends on continued strong investment performance and effective integration of acquired firms.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company filings
- Analyst reports
- Industry publications
Disclaimers:
This analysis is for informational purposes only and should not be considered investment advice. Market share data and financial figures are subject to change.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Victory Capital Holdings Inc
Exchange NASDAQ | Headquaters San Antonio, TX, United States | ||
IPO Launch date 2018-02-08 | Chairman of the Board of Directors & CEO Mr. David Craig Brown CPA | ||
Sector Financial Services | Industry Asset Management | Full time employees 460 | Website https://ir.vcm.com |
Full time employees 460 | Website https://ir.vcm.com | ||
Victory Capital Holdings, Inc., together with its subsidiaries, operates as an asset management company in the United States and internationally. The company offers specialized investment strategies to institutions, intermediaries, retirement platforms, and individual investors. It 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, and undertakings for the collective investment in transferable securities. In addition, the company 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.
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