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Victory Capital Holdings Inc(VCTR)
Top performer 
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for VCTR
11/09/2026: VCTR (5-star) is a STRONG-BUY. BUY for 4 days. Simulated Profits (5.50%). Updated daily EoD!
Victory Capital Holdings is an integrated, multi-boutique asset manager known for its scalable operating platform and focus on specialized investment strategies. The company has a leading position in managing diverse mutual fund and ETF offerings, with growth supported by a disciplined strategy of acquiring boutique firms. Its primary investment story centers on the efficiency of its centralized distribution model and expansion into digital direct-to-consumer channels. However, the business faces risks from industry-wide fee compression, heavy reliance on market-driven assets, and execution challenges regarding acquisitions. The stock may suit investors seeking exposure to the asset management sector, with dividend income as a notable feature to monitor alongside AUM growth trends.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
Company fundamentals, valuation, risks, and news provide supporting context about the business.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Strong fit | The company's history of scaling through acquisitions and expanding into new digital channels supports a growth-oriented thesis. |
| Momentum investor | Mixed fit | This is conditional on sustained market upturns driving AUM and performance fees. |
| Value investor | Strong fit | The stock often trades at valuations that reflect the cyclical nature of the asset management sector. |
| Dividend investor | Strong fit | Victory Capital maintains a consistent dividend policy that provides reliable income for shareholders. |
| Low-risk investor | Mixed fit | The company's reliance on market performance introduces volatility that may not suit conservative profiles. |
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Price volatility | Medium / high | Asset management stocks are highly sensitive to market fluctuations and investor sentiment. |
| Valuation risk | Medium | The stock's valuation is tied to future AUM growth and the market's willingness to pay for active management. |
| Competition risk (passive investing) | High | The secular shift toward low-cost index funds creates persistent pressure on active management fees. |
| Business quality | Medium / high | The integrated multi-boutique model provides strong margins but requires constant operational excellence. |
| Dividend income | Medium | While dividends are currently reliable, payout sustainability depends on ongoing net inflows and profitability. |
| Execution risk | Medium | Successfully integrating and retaining talent from acquired boutique firms is essential to maintaining performance. |
Price Behavior
Strong Uptrend
The stock has maintained a strong upward price trend across the last three quarters.
Moderately Choppy
The stock has experienced noticeable price swings while retaining some directional structure.
Analysis of Past Performance
Type Stock | Historic Profit 135.8% | Avg. Invested days 54 | Today’s Advisory Strong Buy |
Upturn Advisory Rating  | Upturn Advisory Performance  4.0 | Stock Returns Performance  5.0 |
| Profits based on simulation | Last Close 11/09/2026 |
Upturn Scorecard
Upturn Star Rating 
Company Fundamentals
Financial Health Rating
Growth Momentum Score
Ownership
Top 5 Institutional Investors
Unit Economics (Per $1K Revenue)
Economic Dimensions
Quantitative Style Profile
Style Classification
Quality Focused
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 7.84B USD | Price to earnings Ratio 23.22 | 1Y Target Price 123.67 |
Price to earnings Ratio 23.22 | 1Y Target Price 123.67 | ||
Volume (30-day avg) 616.1K shares | Beta 1.12 | 52 Weeks Range 59.20 - 128.51 | Updated Date 11/09/2026 |
52 Weeks Range 59.20 - 128.51 | Updated Date 11/09/2026 | ||
Dividends yield (FY) 1.66% | Basic EPS (TTM) 5.46 |
How Company Makes Money
| Business area | What it includes | Retail investor read |
|---|---|---|
| Investment Management Fees | Fees earned from managing assets across mutual funds, ETFs, and institutional accounts. | The company earns the majority of its revenue by taking a small percentage fee on the total assets it manages for clients. |
| Distribution and Service | Platform services and distribution support for investment products. | Revenue is also generated through the services provided to move and support these investment products within the financial market. |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Earnings Date
Report Date 2026-11-04 | When After Market | Estimate 1.92 | Actual 1.63 |
Profitability
Profit Margin 28.59% | Operating Margin (TTM) 48.07% |
Management Effectiveness
Return on Assets (TTM) 11.08% | Return on Equity (TTM) 18.9% |
Valuation
Trailing PE 23.22 | Forward PE 11.26 | Enterprise Value 8.17B | Price to Sales(TTM) 4.92 |
Enterprise Value 8.17B | Price to Sales(TTM) 4.92 | ||
Enterprise Value to Revenue 5.13 | Enterprise Value to EBITDA 11.02 | Shares Outstanding 61.80M | Shares Floating 45.92M |
Shares Outstanding 61.80M | Shares Floating 45.92M | ||
Percent Insiders 12.29 | Percent Institutions 81.44 |
Financial Metrics
🧭 Investment Snapshot
Total Revenue (Scale)
Total money earned from selling products or services before any costs. It is needed to understand the scale of the business and its ability to generate income.
Net Income (Profit)
Final profit after all expenses, interest, and taxes are deducted. It is needed to determine the overall profitability available to shareholders.
Free Cash Flow (Cash Strength)
Cash remaining after operating activities and capital expenditures, showing cash available for growth. It is needed to evaluate the company’s ability to invest, pay dividends, or reduce debt.
📈 Growth & Strength
Operating Income (Core Profit)
Profit from core operations after deducting all operating expenses. It is needed to measure how efficiently the company runs its primary business activities.
EBITDA (Cash Earnings)
Earnings before interest, taxes, depreciation, and amortization, indicating operating cash potential. It is needed to compare operating performance across companies without accounting or financing differences.
Gross Profit (Unit Profitability)
Revenue minus cost of revenue, showing profit after direct production costs. It is needed to evaluate core business profitability before overhead expenses.
🛡️ Financial Safety
Cash (Liquidity Buffer)
Total cash and cash equivalents on hand. It is needed to evaluate immediate liquidity and financial flexibility.
Total Debt (Leverage Risk)
Total debt including both short-term and long-term components. It is needed to assess the company’s leverage and financial risk.
Net Working Capital (Short-Term Health)
Current assets minus current liabilities, indicating short-term liquidity strength. It is needed to assess whether the company can meet its short-term obligations.
🧱 Balance Sheet Strength
Stockholder Equity (Net Worth)
Total equity value held by shareholders. It is needed to understand the net worth of the company from the owners’ perspective.
Total Assets (Asset Base)
The full value of everything the company owns, including cash, inventory, equipment, and investments. It is needed to understand the resource base used to generate revenue.
Income Before Tax (Pre-Tax Earnings)
Income before provision for income taxes. It is needed to analyze profitability independent of tax structures.
⚙️ Cost & Drag Factors
Cost of Revenue (Production Cost)
Direct costs required to produce and deliver the products or services sold. It is needed to assess efficiency in production and service delivery.
Total Operating Expenses (Operating Cost)
Indirect costs of running the business such as salaries, marketing, and administration. It is needed to understand how much it costs to sustain ongoing business operations.
Income Tax Expense (Tax Drag)
Amount of taxes paid or payable to the government. It is needed to evaluate the impact of taxation on overall profitability.
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