Victory Capital Holdings, Inc. VCTR R2K
Financial Services · Asset Management · United States
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.
READ MORE ›$84.55
+40.44% 1Y
Market & Price
Market Cap
$5.29B
Current Price
$84.55
High / Low (52W)
$87.93 / $59.86
Beta
1.11
Valuation
Stock P/E
19.00
Industry PE
12.01
Forward P/E
11.02
PEG Ratio
-
Book Value
$37.73
Price to Book
2.24
P/S
3.59
EV/EBITDA
8.41
Dividend Yield
2.37%
Profitability & Returns
ROCE
12.33%
ROE
21.70%
ROA
12.16%
Profit Margin
25.79%
Op Margin
45.85%
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
$4.25B
Current Assets
$360.90M
Working Capital
$200.95M
Ownership
Promoter Holding
10.50%
Chg in Prom Hold
-
FII / Inst Holding
82.90%
Chg in FII Hold
-0.01%
Financial Snapshot
Enterprise Value
$6.22B
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%
Growth (CAGR)
Revenue 5Y
15.18%
Profit 5Y
6.21%
Revenue (YoY)
76.70%
Earnings (YoY)
38.50%
PROS
- Strong return on equity of 21.7%.
- Excellent profit margin of 25.8%.
- Compounding revenue at 15.2% 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.
Price Chart
Technical Trend
Computed from daily close history using EMA cross, slope, and RSI signals.
Note: intraday data is not stored locally. “Hourly” uses the most recent 10 daily candles as a short-term proxy.
Fundamental Growth
No fundamental data available for this stock.
Figures from the latest reported periods. CAGR is computed across the displayed window (quarterly CAGR is annualised assuming 4 quarters per year).
Peer comparison
Peer companies in the same sector (Financial Services).
| # | Name | CMP $ | P/E | Mkt Cap | Div Yld % | ROCE % | ROE % | Rev CAGR 5Y % | Profit CAGR 5Y % |
|---|---|---|---|---|---|---|---|---|---|
| 1 | VCTR Victory Capital Holdings, Inc. R2K | 84.55 | 19.00 | $5.29B | 2.37% | 12.33% | 21.70% | 15.18% | 6.21% |
| 2 | JPM JPMorgan Chase & Co. SPX | 299.31 | 14.33 | $802.00B | 2.00% | - | 16.47% | 12.50% | 14.83% |
| 3 | V Visa Inc. SPX | 326.36 | 28.48 | $620.65B | 0.82% | 38.38% | 60.35% | 10.92% | 10.28% |
| 4 | MA Mastercard Incorporated SPX | 493.98 | 28.57 | $436.47B | 0.70% | 61.47% | - | 13.82% | 14.66% |
| 5 | MS Morgan Stanley SPX | 208.00 | 18.84 | $328.08B | 1.92% | - | 16.39% | 9.52% | 15.20% |
| 6 | GS The Goldman Sachs Group, Inc. SPX | 1,025.56 | 18.73 | $302.55B | 1.76% | - | 14.55% | 7.16% | 15.11% |
| 7 | WFC Wells Fargo & Company SPX | 77.54 | 11.98 | $237.29B | 2.32% | - | 12.03% | 4.02% | 15.98% |
| 8 | BLK BlackRock, Inc. SPX | 1,046.88 | 26.32 | $162.51B | 2.19% | 4.89% | 11.90% | 10.65% | 2.36% |
| 9 | SCHW The Charles Schwab Corporation SPX | 87.35 | 17.37 | $151.91B | 1.47% | - | 19.08% | 4.83% | 7.21% |
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Quarterly Results
Figures in USD.
| Metric | Mar 2016 | Jun 2016 | Sep 2016 | Dec 2016 | Mar 2017 | Jun 2017 | Sep 2017 | Dec 2017 | Mar 2018 | Jun 2018 | Sep 2018 | Dec 2018 | Mar 2019 | Jun 2019 | Sep 2019 | Dec 2019 | Mar 2020 | Jun 2020 | Sep 2020 | Dec 2020 | Mar 2021 | Jun 2021 | Sep 2021 | Mar 2022 | Jun 2022 | Sep 2022 | Mar 2023 | Jun 2023 | Sep 2023 | Mar 2024 | Jun 2024 | Sep 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | - | - | - | - | - | - | - | - | 104.96M | 104.40M | 108.08M | - | 87.48M | 91.36M | 214.98M | 218.55M | 204.42M | 181.89M | 188.66M | 200.39M | 212.95M | 221.90M | 226.29M | 230.02M | 216.01M | 207.26M | 201.32M | 204.23M | 209.69M | 215.86M | 219.62M | - | - | 219.60M | 351.21M | 361.19M | 374.12M | 387.99M |
| Cost of Revenue | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | 57.22M | 103.45M | 104.09M | 330.22M | 106.08M |
| Gross Profit | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | 162.38M | 247.77M | 257.10M | 43.90M | 281.90M |
| Operating Expenses | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | 56.15M | 112.69M | 104.54M | -117.21M | 108.37M |
| Operating Income | 6.46M | 7.33M | 4.12M | 6.57M | 19.56M | 19.44M | 24.24M | 26.93M | 27.27M | 29.68M | 31.81M | 25.76M | 22.12M | 22.73M | 55.57M | 64.20M | 90.62M | 65.81M | 80.59M | 77.68M | 89.76M | 95.27M | 99.00M | 101.54M | 119.33M | 98.64M | 74.56M | 87.53M | 80.05M | 84.81M | 110.60M | - | - | 106.23M | 135.08M | 152.56M | 161.11M | 173.53M |
| EBITDA | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | 104.40M | 125.41M | 168.18M | 178.73M | 182.76M |
| Interest Expense | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | 16.57M | 16.63M | 16.87M | 15.48M | 14.32M |
| Pretax Income | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | 80.40M | 86.99M | 129.27M | 141.66M | 147.86M |
| Tax Provision | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | 18.43M | 28.25M | 32.73M | 28.85M | 35.72M |
| Net Income | -89.00K | 449.00K | -3.74M | -2.69M | 4.41M | 2.35M | 7.85M | 11.21M | 10.52M | 18.68M | 20.59M | 13.91M | 14.53M | 14.38M | 25.99M | 37.59M | 57.17M | 44.72M | 55.74M | 54.90M | 65.20M | 69.27M | 74.17M | 71.27M | 79.20M | 72.76M | 49.27M | 56.67M | 52.01M | 55.69M | 74.25M | - | - | 61.98M | 58.73M | 96.54M | 112.81M | 112.14M |
| Diluted EPS | 0.00 | 0.01 | -0.07 | -0.05 | 0.08 | 0.04 | 0.13 | 0.19 | 0.16 | 0.26 | 0.29 | 0.19 | 0.20 | 0.20 | 0.35 | 0.51 | 0.77 | 0.61 | 0.76 | 0.75 | 0.88 | 0.93 | 1.00 | 0.97 | 1.09 | 1.01 | 0.71 | 0.83 | 0.77 | 0.84 | 1.12 | - | - | 0.96 | 0.68 | 1.11 | 1.32 | 1.33 |
Profit & Loss (Annual)
Figures in USD.
| Metric | Dec 2015 | Dec 2016 | Dec 2017 | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | - | - | 413.41M | 413.41M | 612.37M | 775.35M | - | 854.80M | 821.03M | 893.48M | 1.31B |
| Cost of Revenue | - | - | - | - | - | - | - | 399.30M | 370.59M | 363.70M | 594.98M |
| Gross Profit | - | - | - | - | - | - | - | 455.50M | 450.44M | 529.77M | 711.15M |
| Operating Expenses | - | - | - | - | - | - | - | 95.57M | 97.93M | 86.87M | 156.17M |
| Operating Income | 33.22M | 24.48M | 90.17M | 114.52M | 164.62M | 314.71M | - | 359.92M | 352.51M | 442.90M | 554.98M |
| EBITDA | - | - | - | - | - | - | - | 440.14M | 394.32M | 481.37M | 576.73M |
| Interest Expense | - | - | - | - | - | - | - | 46.90M | 76.76M | 77.44M | 65.56M |
| Pretax Income | - | - | - | - | - | - | - | 350.03M | 275.91M | 373.76M | 438.32M |
| Tax Provision | - | - | - | - | - | - | - | 74.52M | 62.75M | 84.89M | 108.26M |
| Net Income | 3.80M | -6.07M | 25.83M | 63.70M | 92.49M | 212.52M | - | 275.51M | 213.16M | 288.86M | 330.06M |
| Diluted EPS | 0.08 | -0.12 | 0.43 | 0.90 | 1.26 | 2.88 | - | 3.81 | 3.12 | 4.38 | 4.08 |
Compounded Sales Growth
| 5 Years: | 15.18% |
| 1 Year: | 76.70% |
Compounded Profit Growth
| 5 Years: | 6.21% |
| 1 Year: | 38.50% |
Stock Price Performance
| 1 Year: | +40.44% |
| 6 Months: | +36.04% |
| 3 Months: | +23.10% |
| 1 Month: | +12.28% |
Balance Sheet (Annual)
Figures in USD.
| Metric | Dec 2014 | Dec 2015 | Dec 2016 | Dec 2017 | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Jan 2022 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Total Assets | - | - | 850.95M | 792.62M | 801.51M | 1.75B | 1.73B | 2.58B | 2.60B | 2.54B | 2.54B | 2.55B | 4.25B |
| Current Assets | - | - | - | - | - | - | - | - | - | 131.09M | 216.90M | 236.03M | 360.90M |
| Cash & Equivalents | 25.76M | 15.14M | 16.44M | 12.92M | 51.49M | 37.12M | 22.74M | 69.53M | - | 38.17M | 123.55M | 126.73M | 163.69M |
| Inventory | - | - | - | - | - | - | - | - | - | - | - | - | - |
| Receivables | - | - | - | - | - | - | - | - | - | 82.73M | 86.13M | 99.32M | 176.37M |
| Total Liabilities | - | - | 519.95M | 561.44M | 345.96M | 1.22B | 1.02B | 1.65B | 1.67B | 1.48B | 1.49B | 1.43B | 1.82B |
| Current Liabilities | - | - | - | - | - | - | - | - | - | 281.26M | 273.68M | 197.84M | 159.95M |
| Long Term Debt | - | - | 418.53M | 483.23M | 268.86M | 924.54M | 769.01M | 1.13B | - | 985.51M | 989.27M | 963.86M | 970.01M |
| Total Debt | - | - | - | - | - | - | - | - | - | 985.51M | 989.27M | 963.86M | 970.01M |
| Total Equity | 301.31M | 249.43M | 331.00M | 231.18M | 455.55M | 537.87M | 707.54M | 929.93M | - | 1.07B | 1.05B | 1.12B | 2.42B |
| Shares Outstanding | - | - | - | - | - | - | - | - | - | 80.53M | 82.40M | 83.95M | 87.87M |
Cash Flows (Annual)
Figures in USD.
| Metric | Dec 2015 | Dec 2016 | Dec 2017 | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Operating Cash Flow | 40.65M | 39.54M | 96.17M | 134.34M | 227.38M | 250.62M | - | 335.21M | 330.29M | 339.98M | 385.49M |
| Investing Cash Flow | -20.15M | -210.08M | -8.53M | -11.55M | -849.81M | -12.34M | - | -6.32M | -7.84M | -3.98M | 76.58M |
| Financing Cash Flow | -31.12M | 171.84M | -91.27M | -84.16M | 608.02M | -252.70M | - | -360.19M | -237.13M | -332.76M | -425.48M |
| Capital Expenditure | -1.93M | -1.16M | -5.11M | -2.55M | -5.24M | -8.06M | - | -5.25M | -5.17M | -1.28M | -4.16M |
| Free Cash Flow | 38.73M | 38.38M | 91.06M | 131.80M | 222.15M | 242.56M | - | 329.97M | 325.12M | 338.70M | 381.33M |
| Net Change in Cash | - | - | - | - | - | - | - | -31.29M | 85.32M | 3.24M | 36.58M |
| Share Buybacks | 1.19M | 10.53M | 4.65M | 8.18M | 15.54M | 29.88M | 31.53M | 101.18M | 139.30M | 103.58M | 195.62M |
| Dividends Paid | 60.10M | 627.00K | 135.17M | 831.00K | 7.44M | 16.24M | 37.16M | 69.20M | 85.43M | 101.12M | 156.96M |
Ratios (Annual)
Figures in %.
| Metric | Dec 2015 | Dec 2016 | Dec 2017 | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin % | - | - | - | - | - | - | - | 53.3% | 54.9% | 59.3% | 54.4% |
| Operating Margin % | - | - | 21.8% | 27.7% | 26.9% | 40.6% | - | 42.1% | 42.9% | 49.6% | 42.5% |
| Net Margin % | - | - | 6.2% | 15.4% | 15.1% | 27.4% | - | 32.2% | 26.0% | 32.3% | 25.3% |
| ROE % | 1.5% | -1.8% | 11.2% | 14.0% | 17.2% | 30.0% | - | 25.9% | 20.2% | 25.8% | 13.6% |
| ROCE % | - | - | - | - | - | - | - | 15.9% | 15.5% | 18.8% | 13.6% |
Shareholding Pattern
Insiders
10.50%
Institutions
82.90%
Public Float
92.63%
Top Institutional Holders
| # | Holder | % Held | Shares | Value |
|---|---|---|---|---|
| 1 | Blackrock Inc. | 11.14% | 6.97M | $589.06M |
| 2 | Crestview Partners II GP, L.P. | 6.55% | 4.10M | $346.27M |
| 3 | Amundi | 4.89% | 3.05M | $258.29M |
| 4 | Bahl & Gaynor, Inc. | 4.32% | 2.70M | $228.64M |
| 5 | Capital World Investors | 3.87% | 2.42M | $204.41M |
| 6 | Vanguard Capital Management LLC | 3.59% | 2.24M | $189.77M |
| 7 | Vanguard Portfolio Management LLC | 3.18% | 1.99M | $168.05M |
| 8 | State Street Corporation | 2.95% | 1.84M | $155.94M |
| 9 | Dimensional Fund Advisors LP | 2.79% | 1.74M | $147.41M |
| 10 | Van Berkom & Associates Inc. | 2.49% | 1.55M | $131.46M |
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