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Victory Capital Holdings, Inc. VCTR R2K

Financial Services · Asset Management · United States
https://vcm.com
Company Profile ↓
$99.05
+56.85% 1Y
Mkt Cap$6.19B
P/E22.26
P/B2.62
Div. Yield2.05%
52W High$99.05
52W Low$59.52
Book Value$37.73
EPS (TTM)$4.45

Company Overview

Victory Capital Holdings, Inc., together with its subsidiaries, operates as an asset management company in the United States and internationally. It offers specialized investment strategies to institutions, intermediaries, retirement platforms, and individual investors. The company 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, undertakings for the collective investment in transferable securities, and other pooled vehicles. In addition, it 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.

Why Investors Should Care

Strong Return on Equity

Generates a return on equity of 21.7%, reflecting efficient use of shareholder capital.

Consistent Profit Growth

Net profit has compounded at 56.3% per year over the last five years.

Steady Revenue Expansion

Revenue has grown at a 18.4% CAGR over the past five years.

Healthy Margins

Maintains a net profit margin of 25.8%.

Dividend Income

Offers a dividend yield of 2.05%.

Positive Free Cash Flow

Generates positive free cash flow, funding growth and shareholder returns internally.

Recent Developments

  • Dec 2025 Revenue of $1.31B (+46.2% YoY); net profit $330.06M.
  • Trailing 12 Months Year-on-year growth — revenue +76.7%, earnings +38.5%.
  • 5-Year Trend Long-term compounding — revenue CAGR 18.4%, profit CAGR 56.3%.

Growth & Price Performance

Compounded Sales Growth

5 Years:18.42%
1 Year:76.70%

Compounded Profit Growth

5 Years:56.27%
1 Year:38.50%

Stock Price Performance

1 Year:+56.85%
6 Months:+45.55%
3 Months:+38.40%
1 Month:+16.75%

Highlights auto-generated from reported financials and price data; not investment advice. Verify with official filings before acting.

Technical Snapshot Bullish
52-Week Range 100% of range
$59.52 $99.05
Trend Signals
  • Price vs 50-DMAAbove
  • Price vs 200-DMAAbove
  • RSI (14)74.32 · Overbought
Price Performance
1M+16.75%
3M+38.40%
6M+45.55%
1Y+56.85%
Valuation vs Sector

P/E of 22.26 is above the sector median of 13.52 — pricier than peers.

Auto-generated from price history and fundamentals; not investment advice.

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Price Chart

Robinhood TradingView

Fundamental Growth Charts

Interactive charts for Revenue, Net Income, EBITDA, Free Cash Flow, EPS, ROE, ROCE, Gross/Net/Operating Margin and more — switch metric and period using the dropdowns above. CAGR is computed across the displayed window (quarterly CAGR is annualised). Visual growth charts make it easy to spot multi-year compounding trends at a glance — far faster than reading raw numbers in a table.

PROS

  • Strong return on equity of 21.7%.
  • Excellent profit margin of 25.8%.
  • Compounding revenue at 18.4% over 5 years.
  • Profit CAGR of 56.3% over 5 years.
  • Generates positive free cash flow.
  • In a confirmed uptrend (50-DMA above 200-DMA).

CONS

No notable concerns flagged.

* The pros and cons are auto-generated from financial metrics.

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Valuation

Stock P/E
22.26
Industry PE
13.52
Forward P/E
12.22
PEG Ratio
-
Book Value
$37.73
Price to Book
2.62
P/S
4.20
EV/EBITDA
9.52
Dividend Yield
2.05%

Growth (CAGR)

Revenue 5Y
18.42%
Profit 5Y
56.27%
Revenue (YoY)
76.70%
Earnings (YoY)
38.50%

Profitability & Returns

ROCE
11.70%
ROE
21.70%
ROA
12.16%
Profit Margin
25.79%
Op Margin
45.85%
Gross Margin
56.28%
EPS (Latest Qtr)
$1.33
EPS (TTM)
$4.45

Balance Sheet & Liquidity

Debt/Equity
0.43
Quick Ratio
1.67
Current Ratio
1.79
Debt
$1.01B
Total Assets
$4.14B
Current Assets
$360.90M
Working Capital
$200.95M

Ownership

Promoter Holding
10.50%
Chg in Prom Hold
-
FII / Inst Holding
83.01%
Chg in FII Hold
0.07%

Financial Snapshot

Enterprise Value
$6.19B
Total Revenue (TTM)
$1.47B
EBITDA
$740.22M
Free Cash Flow
$450.67M
Operating Cash Flow
$425.34M
Shares Outstanding
62.53M
Gross Margin
56.28%
Payout Ratio
44.04%

Peer comparison

Peer companies in the same sector (Financial Services).

#NameCMP $P/E Mkt CapDiv Yld % ROCE %ROE % Rev CAGR 5Y %Profit CAGR 5Y %
1 VCTR Victory Capital Holdings, Inc. R2K 99.05 22.26 $6.19B 2.05% 11.70% 21.70% 18.42% 56.27%
2 JPM JPMorgan Chase & Co. SPX 346.91 16.61 $929.55B 1.87% - 16.47% 5.35% 7.56%
3 BRK-B Berkshire Hathaway Inc. SPX 488.35 14.54 $682.86B 0.00% - 10.50% 4.18% 9.44%
4 V Visa Inc. SPX 355.14 30.99 $589.43B 0.75% 37.15% 60.35% 14.33% 13.04%
5 MA Mastercard Incorporated SPX 535.21 30.99 $469.40B 0.65% 60.19% - 12.29% 19.21%
6 BAC Bank of America Corporation SPX 61.59 15.28 $432.24B 1.88% - 10.64% 6.00% 3.49%
7 MS Morgan Stanley SPX 228.55 20.70 $360.49B 1.76% - 16.39% 3.76% 9.66%
8 GS The Goldman Sachs Group, Inc. SPX 1,152.07 17.79 $339.87B 1.58% - 16.95% - 2.21%
9 WFC Wells Fargo & Company SPX 87.51 13.53 $267.80B 2.11% - 12.03% 4.02% 15.98%
Financial Statements Quarterly Results · Profit & Loss · Balance Sheet · Cash Flows · Ratios

Quarterly Results

Figures in USD.

Metric Mar 2016Jun 2016Sep 2016Dec 2016Mar 2017Jun 2017Sep 2017Dec 2017Mar 2018Jun 2018Sep 2018Dec 2018Mar 2019Jun 2019Sep 2019Dec 2019Mar 2020Jun 2020Sep 2020Dec 2020Mar 2021Jun 2021Sep 2021Mar 2022Jun 2022Sep 2022Mar 2023Jun 2023Sep 2023Mar 2024Jun 2024Sep 2024Mar 2025Jun 2025Sep 2025Mar 2026
Revenue --------104.96M104.40M108.08M-87.48M91.36M214.98M218.55M204.42M181.89M188.66M200.39M212.95M221.90M226.29M230.02M216.01M207.26M201.32M204.23M209.69M215.86M219.62M225.63M219.60M351.21M361.19M387.99M
Operating Income 6.46M7.33M4.12M6.57M19.56M19.44M24.24M26.93M27.27M29.68M31.81M25.76M22.12M22.73M55.57M64.20M90.62M65.81M80.59M77.68M89.76M95.27M99.00M101.54M119.33M98.64M74.56M87.53M80.05M84.81M110.60M120.36M92.91M94.21M138.13M159.19M
Net Income -89.00K449.00K-3.74M-2.69M4.41M2.35M7.85M11.21M10.52M18.68M20.59M13.91M14.53M14.38M25.99M37.59M57.17M44.72M55.74M54.90M65.20M69.27M74.17M71.27M79.20M72.76M49.27M56.67M52.01M55.69M74.25M81.98M61.98M58.73M96.54M112.14M
Diluted EPS 0.000.01-0.07-0.050.080.040.130.190.160.260.290.190.200.200.350.510.770.610.760.750.880.931.000.971.091.010.710.830.770.841.121.240.960.681.111.33

Profit & Loss (Annual)

Figures in USD.

Metric Dec 2015Dec 2016Dec 2017Dec 2018Dec 2019Dec 2020Dec 2021Dec 2022Dec 2023Dec 2024Dec 2025
Revenue 240.76M297.88M413.41M413.41M612.37M775.35M890.26M854.80M821.03M893.48M1.31B
Operating Income 33.22M24.48M90.17M114.52M164.62M314.71M373.85M399.11M328.46M427.51M478.42M
Net Income 3.80M-6.07M25.83M63.70M92.49M212.52M278.39M275.51M213.16M288.86M330.06M
Diluted EPS 0.08-0.120.430.901.262.883.753.813.124.384.08

Balance Sheet (Annual)

Figures in USD.

Metric Dec 2014Dec 2015Dec 2016Dec 2017Dec 2018Dec 2019Dec 2020Dec 2021Jan 2022Dec 2022Dec 2023Dec 2024Dec 2025
Total Assets --850.95M792.62M801.51M1.75B1.73B2.58B2.60B2.54B2.54B2.55B4.25B
Current Assets ---------131.09M216.90M236.03M360.90M
Cash & Equivalents 25.76M15.14M16.44M12.92M51.49M37.12M22.74M69.53M-38.17M123.55M126.73M163.69M
Inventory -------------
Receivables ---------82.73M86.13M99.32M176.37M
Total Liabilities --519.95M561.44M345.96M1.22B1.02B1.65B1.67B1.48B1.49B1.43B1.82B
Current Liabilities ---------281.26M273.68M197.84M159.95M
Long Term Debt --418.53M483.23M268.86M924.54M769.01M1.13B-985.51M989.27M963.86M970.01M
Total Debt ---------985.51M989.27M963.86M970.01M
Total Equity 301.31M249.43M331.00M231.18M455.55M537.87M707.54M929.93M-1.07B1.05B1.12B2.42B
Shares Outstanding ---------80.53M82.40M83.95M87.87M

Cash Flows (Annual)

Figures in USD.

Metric Dec 2015Dec 2016Dec 2017Dec 2018Dec 2019Dec 2020Dec 2021Dec 2022Dec 2023Dec 2024Dec 2025
Operating Cash Flow 40.65M39.54M96.17M134.34M227.38M250.62M376.20M335.21M330.29M339.98M385.49M
Investing Cash Flow -20.15M-210.08M-8.53M-11.55M-849.81M-12.34M-556.59M-6.32M-7.84M-3.98M76.58M
Financing Cash Flow -31.12M171.84M-91.27M-84.16M608.02M-252.70M227.22M-360.19M-237.13M-332.76M-425.48M
Capital Expenditure -1.93M-1.16M-5.11M-2.55M-5.24M-8.06M-12.67M-5.25M-5.17M-1.28M-4.16M
Free Cash Flow 38.73M38.38M91.06M131.80M222.15M242.56M363.52M329.97M325.12M338.70M381.33M
Share Buybacks 1.19M10.53M4.65M8.18M15.54M29.88M31.53M101.18M139.30M103.58M195.62M
Dividends Paid 60.10M627.00K135.17M831.00K7.44M16.24M37.16M69.20M85.43M101.12M156.96M

Ratios (Annual)

Figures in %.

Metric Dec 2015Dec 2016Dec 2017Dec 2018Dec 2019Dec 2020Dec 2021Dec 2022Dec 2023Dec 2024Dec 2025
Gross Margin % -----------
Operating Margin % 13.8%8.2%21.8%27.7%26.9%40.6%42.0%46.7%40.0%47.8%36.6%
Net Margin % 1.6%-2.0%6.2%15.4%15.1%27.4%31.3%32.2%26.0%32.3%25.3%
ROE % 1.5%-1.8%11.2%14.0%17.2%30.0%29.9%25.9%20.2%25.8%13.6%
ROCE % -------17.7%14.5%18.2%11.7%

Shareholding Pattern

Insiders
10.50%
Institutions
83.01%
Public Float
92.74%

Top Institutional Holders

#Holder% HeldSharesValue
1 Blackrock Inc. 11.14% 6.97M $689.03M
2 Crestview Partners II GP, L.P. 6.55% 4.10M $405.04M
3 Amundi 4.89% 3.05M $302.13M
4 Bahl & Gaynor, Inc. 4.32% 2.70M $267.45M
5 Capital World Investors 3.87% 2.42M $239.11M
6 Vanguard Capital Management LLC 3.59% 2.24M $221.98M
7 Vanguard Portfolio Management LLC 3.18% 1.99M $196.57M
8 State Street Corporation 2.95% 1.84M $182.41M
9 Dimensional Fund Advisors LP 2.79% 1.74M $172.43M
10 Van Berkom & Associates Inc. 2.49% 1.55M $153.78M

Analyst View

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Latest News

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VCTR — Frequently Asked Questions

What is the current share price of Victory Capital Holdings, Inc. (VCTR)?

As of 2026-07-15 16:51 PDT, Victory Capital Holdings, Inc. (VCTR) trades at $99.05 on NasdaqGS. Its 52-week range is $59.52 to $99.05.

What is the market capitalisation of VCTR?

Victory Capital Holdings, Inc. (VCTR) has a market capitalisation of $6.19B on NasdaqGS.

What is the P/E ratio of VCTR?

VCTR trades at a trailing price-to-earnings (P/E) ratio of 22.26. The industry average P/E is 13.52. Its price-to-book (P/B) ratio is 2.62.

Does VCTR pay a dividend?

Victory Capital Holdings, Inc. (VCTR) currently offers a dividend yield of 2.05%.

What is the return on equity (ROE) of VCTR?

VCTR has a return on equity (ROE) of 21.70%. Its return on capital employed (ROCE) is 11.70%.

Is VCTR a good stock to buy?

This page provides a data-driven analysis of Victory Capital Holdings, Inc. (VCTR), including valuation ratios, profitability, growth trends, auto-generated pros and cons, peer comparison and AI exposure. Review these fundamentals alongside your own research and risk tolerance. This is informational content, not investment advice.

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