Home 
Today's Top Picks 
Top Performers 
Watchlist 
My Robo Portfolios 
ETF Zone 
Help & Tutorial 
Cancel anytime
- Chart
- Upturn Summary
- Highlights
- Revenue
- Valuation
Upturn AI SWOT - About
VCTR 
Victory Capital Holdings Inc (VCTR)
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- Pass (Skip investing)
Stock price based on last close (see disclosures)
- ALL
- YEAR
- MONTH
- WEEK
Upturn Advisory Summary
09/16/2025: VCTR (4-star) is a REGULAR-BUY. BUY since 87 days. Simulated Profits (7.10%). 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 $76.43
1 Year Target Price $76.43
| 2 | Strong Buy |
| 2 | Buy |
| 4 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 60.77% | Avg. Invested days 70 | Today’s Advisory Regular Buy |
Upturn Star Rating | Upturn Advisory Performance  4.0 | Stock Returns Performance  3.0 |
| Profits based on simulation | Last Close 09/16/2025 |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 4.56B USD | Price to earnings Ratio 17.09 | 1Y Target Price 76.43 |
Price to earnings Ratio 17.09 | 1Y Target Price 76.43 | ||
Volume (30-day avg) 8 | Beta 1.11 | 52 Weeks Range 46.32 - 72.50 | Updated Date 09/16/2025 |
52 Weeks Range 46.32 - 72.50 | Updated Date 09/16/2025 | ||
Dividends yield (FY) 2.66% | Basic EPS (TTM) 4 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | 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 17.09 | Forward PE 9.94 | Enterprise Value 5422644886 | Price to Sales(TTM) 4.44 |
Enterprise Value 5422644886 | Price to Sales(TTM) 4.44 | ||
Enterprise Value to Revenue 5.26 | Enterprise Value to EBITDA 11.07 | Shares Outstanding 66783400 | Shares Floating 48417281 |
Shares Outstanding 66783400 | Shares Floating 48417281 | ||
Percent Insiders 10.14 | Percent Institutions 79.46 |
Upturn AI SWOT
Victory Capital Holdings Inc
Company Overview
History and Background
Victory Capital Holdings, Inc. was founded in 2013 and is headquartered in San Antonio, Texas. It evolved from Victory Capital Management Inc., established earlier, focusing on acquiring and integrating investment management boutiques.
Core Business Areas
- Investment Management: Provides investment advisory services to institutions, intermediaries, retirement platforms, and individual investors.
- Investment Products: Offers a diverse range of investment products, including actively managed mutual funds, separately managed accounts, ETFs, and private funds.
Leadership and Structure
The leadership team includes David Brown (Chairman & CEO). The organizational structure is based on a multi-boutique model, with independent investment teams operating under the Victory Capital umbrella.
Top Products and Market Share
Key Offerings
- Mutual Funds: A wide range of actively managed mutual funds catering to various investment styles and asset classes. Market share varies by fund; precise figures are difficult to ascertain. Competitors include Fidelity, Vanguard, and T. Rowe Price.
- Separately Managed Accounts (SMAs): Customized investment solutions for high-net-worth individuals and institutions. Market share is fragmented. Competitors include wealth management divisions of large banks and independent RIAs.
- Exchange-Traded Funds (ETFs): A growing suite of ETFs offering various investment strategies. Market share is relatively small compared to industry giants like BlackRock and Vanguard.
Market Dynamics
Industry Overview
The asset management industry is highly competitive and influenced by market performance, regulatory changes, and investor sentiment. The industry is seeing a shift toward passive investing and increased fee pressure.
Positioning
Victory Capital is positioned as a diversified asset manager offering a range of active and passive investment solutions. Its multi-boutique structure aims to attract and retain talented investment professionals.
Total Addressable Market (TAM)
The global asset management market is estimated to be in the trillions of dollars. Victory Capital's TAM consists of institutional, intermediary, retirement platforms, and individual investors seeking investment management services. They capture a small % of the TAM.
Upturn SWOT Analysis
Strengths
- Multi-boutique structure attracting diverse talent
- Diversified product offerings
- Strong distribution network
- Proven track record of acquisitions
Weaknesses
- Reliance on key investment professionals within boutiques
- Vulnerability to market downturns
- Integration risks associated with acquisitions
- Fee compression pressure
Opportunities
- Further acquisitions to expand product offerings and AUM
- Growth in ETFs and other passive investment products
- Expansion into new geographic markets
- Increasing demand for ESG investing
Threats
- Increased competition from larger asset managers
- Regulatory changes
- Market volatility
- Shift towards passive investing
Competitors and Market Share
Key Competitors
- BLK
- TROW
- JPM
- GS
Competitive Landscape
Victory Capital competes on investment performance, product breadth, and distribution capabilities. Its multi-boutique structure is a differentiating factor, but it faces intense competition from larger, more established players.
Major Acquisitions
New Energy Capital Partners
- Year: 2021
- Acquisition Price (USD millions): 126
- Strategic Rationale: Enhanced Victory Capitalu2019s alternative investment offerings with a focus on renewable energy infrastructure.
Growth Trajectory and Initiatives
Historical Growth: Analyze historical AUM growth, revenue growth, and earnings growth.
Future Projections: Review analyst estimates for future revenue growth, earnings growth, and AUM growth.
Recent Initiatives: Analyze most recent mergers and acquisitions to determine strategic direction
Summary
Victory Capital is a diversified asset manager with a unique multi-boutique structure that fosters investment talent. While it has demonstrated growth through acquisitions and product diversification, it faces challenges from market volatility, fee compression, and intense competition. Strong distribution capabilities and a focus on alternative investments are working well for the company. They need to closely manage integration risks and adapt to changing investor preferences.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company filings (10-K, 10-Q)
- Analyst reports
- Industry publications
Disclaimers:
This analysis is for informational purposes only and does not constitute financial advice. Investment decisions should be based on individual risk tolerance and a thorough understanding of the company.
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.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.