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Upturn AI SWOT - About
VCTR 
Victory Capital Holdings Inc (VCTR)
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Upturn Advisory Summary
06/30/2025: VCTR (3-star) is a STRONG-BUY. BUY since 33 days. Profits (-0.92%). Updated daily EoD!
Upturn Star Rating
Moderate Performance
These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.
Number of Analysts
8 Analysts rated it
Moderately tracked stock, growing coverage, gaining market and investor attention.
1 Year Target Price $71.29
1 Year Target Price $71.29
| 2 | Strong Buy |
| 2 | Buy |
| 4 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 43.26% | Avg. Invested days 61 | Today’s Advisory Strong Buy |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  3.0 |
| Profits based on simulation | Last Close 06/30/2025 |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 4.30B USD | Price to earnings Ratio 14.21 | 1Y Target Price 71.29 |
Price to earnings Ratio 14.21 | 1Y Target Price 71.29 | ||
Volume (30-day avg) 8 | Beta 1.05 | 52 Weeks Range 42.57 - 71.89 | Updated Date 06/30/2025 |
52 Weeks Range 42.57 - 71.89 | Updated Date 06/30/2025 | ||
Dividends yield (FY) 3.06% | Basic EPS (TTM) 4.48 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 32.9% | Operating Margin (TTM) 48.37% |
Management Effectiveness
Return on Assets (TTM) 10.71% | Return on Equity (TTM) 26.57% |
Valuation
Trailing PE 14.21 | Forward PE 10.7 | Enterprise Value 5094631638 | Price to Sales(TTM) 4.8 |
Enterprise Value 5094631638 | Price to Sales(TTM) 4.8 | ||
Enterprise Value to Revenue 5.68 | Enterprise Value to EBITDA 10.47 | Shares Outstanding 67236304 | Shares Floating 45391890 |
Shares Outstanding 67236304 | Shares Floating 45391890 | ||
Percent Insiders 11.81 | Percent Institutions 78.26 |
Analyst Ratings
Rating 3 | Target Price 71.29 | Buy 2 | Strong Buy 2 |
Buy 2 | Strong Buy 2 | ||
Hold 4 | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
Victory Capital Holdings Inc
Company Overview
History and Background
Victory Capital Holdings, Inc. was founded in 2013 and went public in 2018. It has grown through acquisitions and organic growth to become a diversified asset management firm.
Core Business Areas
- Investment Management: Offers investment management services to institutions, intermediaries, retirement platforms and individual investors. They provide a range of products including separate accounts, commingled funds, and investment products.
- Investment Advisory: Provides advisory services to help clients achieve their financial goals, including retirement planning, wealth management, and financial consulting.
Leadership and Structure
David Brown serves as Chairman and CEO. The organization is structured around investment boutiques, each operating with a high degree of autonomy under the Victory Capital umbrella.
Top Products and Market Share
Key Offerings
- Solutions platform: The firm's range of actively managed strategies, passive products and custom solutions is offered through its solutions platform. Competitors are PIMCO, BlackRock, and Fidelity.
- Alternative Investments: Includes hedge funds, private equity, and real estate investments. Competitors are Blackstone, Apollo Global Management, and The Carlyle Group.
Market Dynamics
Industry Overview
The asset management industry is highly competitive and influenced by market performance, interest rates, and regulatory changes.
Positioning
Victory Capital is positioned as a multi-boutique asset manager, offering a diverse range of investment strategies. Its competitive advantage lies in its autonomous boutique structure and focus on active management.
Total Addressable Market (TAM)
The global asset management market is valued in the trillions of dollars. Victory Capital's TAM is the portion of that market accessible to its range of investment products and client base. Their position relative to TAM is growing with continued aquisitions.
Upturn SWOT Analysis
Strengths
- Diversified product offerings
- Multi-boutique structure promoting investment autonomy
- Strong distribution network
- Successful track record of acquisitions
Weaknesses
- Dependence on market performance
- Potential integration risks from acquisitions
- Relatively small size compared to industry giants
- High dependence on key personnel.
Opportunities
- Further acquisitions to expand product offerings
- Growing demand for alternative investments
- Expansion into new geographic markets
- Increased adoption of technology to enhance investment processes
Threats
- Increased competition from larger asset managers
- Economic downturns impacting asset values
- Regulatory changes impacting investment strategies
- Rising interest rates impacting fixed income investments
Competitors and Market Share
Key Competitors
- BLK
- TROW
- AMG
- APO
Competitive Landscape
Victory Capital faces intense competition from larger, more established asset managers. Its multi-boutique structure provides a competitive advantage in attracting and retaining investment talent.
Major Acquisitions
THB Asset Management
- Year: 2021
- Acquisition Price (USD millions):
- Strategic Rationale: Expanded Victory Capital's investment strategies and client base.
New Energy Capital Partners
- Year: 2021
- Acquisition Price (USD millions):
- Strategic Rationale: Expanded into the renewable energy investment space.
Growth Trajectory and Initiatives
Historical Growth: Victory Capital has grown significantly through acquisitions and organic growth, expanding its product offerings and client base.
Future Projections: Future growth projections are subject to market conditions and analyst estimates. Check for analyst reports.
Recent Initiatives: Recent initiatives include acquisitions of other asset management firms and the launch of new investment products.
Summary
Victory Capital is a growing asset management firm with a diversified product lineup and multi-boutique structure. Its reliance on market performance and acquisition integration pose risks. It has the opportunites to expand into alternative markets and should look out for the rise of interest rates and changing regulations in its market.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company Website
- SEC Filings
- Analyst Reports
Disclaimers:
This analysis is for informational purposes only and should not be considered investment advice. Market share data is estimated.
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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