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Upturn AI SWOT - About
VCTR 
Victory Capital Holdings Inc (VCTR)
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Stock price based on last close (see disclosures)
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Upturn Advisory Summary
10/29/2025: VCTR (2-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Number of Analysts
8 Analysts rated it
Limited analyst coverage, niche firm, research info may be scarce.
1 Year Target Price $74
1 Year Target Price $74
| 2 | Strong Buy |
| 2 | Buy |
| 4 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 58.21% | Avg. Invested days 70 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  4.0 | Stock Returns Performance  3.0 |
| Profits based on simulation | Last Close 10/29/2025 |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 4.20B USD | Price to earnings Ratio 15.72 | 1Y Target Price 74 |
Price to earnings Ratio 15.72 | 1Y Target Price 74 | ||
Volume (30-day avg) 8 | Beta 1.08 | 52 Weeks Range 46.32 - 72.50 | Updated Date 10/29/2025 |
52 Weeks Range 46.32 - 72.50 | Updated Date 10/29/2025 | ||
Dividends yield (FY) 2.85% | Basic EPS (TTM) 4 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Earnings Date
Report Date 2025-11-06 | When After Market | Estimate 1.55 | Actual - |
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 15.72 | Forward PE 9.35 | Enterprise Value 5135476360 | Price to Sales(TTM) 4.08 |
Enterprise Value 5135476360 | Price to Sales(TTM) 4.08 | ||
Enterprise Value to Revenue 4.99 | Enterprise Value to EBITDA 10.51 | Shares Outstanding 66783378 | Shares Floating 48806628 |
Shares Outstanding 66783378 | Shares Floating 48806628 | ||
Percent Insiders 10.14 | Percent Institutions 79.73 |
Upturn AI SWOT
Victory Capital Holdings Inc
Company Overview
History and Background
Victory Capital Holdings, founded in 2013, is an independent investment management firm operating a next-generation, integrated multi-boutique model. It has grown through acquisitions and organic growth, offering diverse investment strategies.
Core Business Areas
- Investment Management: Provides investment advisory services to institutions, intermediaries, retirement platforms, and individual investors.
- Investment Products: Offers a range of investment products, including mutual funds, exchange-traded funds (ETFs), separate accounts, and other investment vehicles.
- Solutions Platform: Provides a platform for portfolio construction and solutions, catering to diverse client needs.
Leadership and Structure
The company is led by a board of directors and an executive management team. Its multi-boutique structure allows for specialized investment teams operating under the Victory Capital umbrella.
Top Products and Market Share
Key Offerings
- Solutions Platform: Provides customizable investment strategies across equities, fixed income, and multi-asset solutions. Competitors include BlackRock, State Street, and Vanguard. Information on total revenue generated from this platform is not publicly disclosed.
- VictoryShares ETFs: A suite of ETFs offering diverse investment strategies and exposures. The ETFs compete with products from iShares, Vanguard, and State Street. Publically available market share information for the total ETF offerings of VictoryShares is not specified.
- Institutional Separate Accounts: Managed accounts tailored to specific client needs, primarily targeting institutions like pension funds and endowments. Competitors include Wellington Management, Capital Group, and PIMCO. Specific revenue generated by these offerings are not specified.
Market Dynamics
Industry Overview
The asset management industry is characterized by increasing competition, fee compression, regulatory changes, and growing demand for passive and alternative investment strategies.
Positioning
Victory Capital Holdings is positioned as a diversified asset manager leveraging its multi-boutique model to offer specialized investment strategies. Its competitive advantage lies in its autonomous boutique structure and strong distribution network.
Total Addressable Market (TAM)
The global asset management market is estimated to be in the trillions of dollars. Victory Capital is positioned to capture a portion of this TAM through organic growth, acquisitions, and its diversified investment offerings.
Upturn SWOT Analysis
Strengths
- Multi-boutique structure offering diverse investment strategies
- Strong distribution network
- Experienced investment professionals
- Successful acquisition track record
- Solid financial performance
Weaknesses
- Reliance on acquisitions for growth
- Dependence on key investment professionals
- Potential integration challenges with acquired firms
- Market Volatility impact on AUM
- Higher expense ratios compared to passive managers
Opportunities
- Further acquisitions of complementary asset managers
- Expansion into new investment strategies and asset classes
- Growing demand for alternative investments
- Increasing institutional demand for specialized investment solutions
- Leveraging technology to enhance investment processes and client service
Threats
- Increased competition and fee compression
- Market volatility and economic downturns
- Regulatory changes and compliance costs
- Loss of key investment professionals
- Shift towards passive investing
Competitors and Market Share
Key Competitors
- TROW
- BLK
- JPM
- MS
- GS
Competitive Landscape
Victory Capital's competitive advantage lies in its multi-boutique structure and specialized investment strategies. However, it faces competition from larger, more established asset managers with greater scale and resources.
Major Acquisitions
Newport Group
- Year: 2021
- Acquisition Price (USD millions): 696
- Strategic Rationale: Expanded Victory Capital's retirement services and solutions platform.
Growth Trajectory and Initiatives
Historical Growth: Victory Capital has historically grown through acquisitions and organic growth, expanding its AUM and product offerings.
Future Projections: Future projections depend on market conditions, acquisition activity, and organic growth initiatives. Analyst estimates vary based on these factors.
Recent Initiatives: Recent strategic initiatives include acquisitions of other asset management firms and expansion of its investment product offerings.
Summary
Victory Capital Holdings operates a diversified investment management business with a multi-boutique approach, allowing it to offer clients a range of products and services. The company is built by acquisition so they will need to continue this to keep growth going. Victory Capital needs to watch out for Market Volatility since this is their biggest business risk and threat. Overal, it seems to be performing okay.
Similar Stocks
Sources and Disclaimers
Data Sources:
- Company filings
- Analyst reports
- Industry publications
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered investment advice.
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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