Victory Capital Holdings (VCTR)

• Market cap: $3.85B
• 1 day: -0.74%
• 5 days: -0.90%
• 1 month: -1.00%
• 3 months: -13.42%
• 6 months: -7.15%
• Year to date: -12.96%
• 1 year: 12.64%
• 5 years: 279.66%
• 10 years: 393.88%
• Sector: Financials
• Industry: Asset Management

About: Victory Capital Holdings Inc is an independent investment management firm. The company operates its business through franchises and solutions platform. It provides centralized distribution, marketing, and operations infrastructure to the company's franchises and solutions platform. The company operates through one business segment that is Investment management services and products to institutional, intermediary, retirement platforms, and individual investors. The franchises and solutions platform manages a variety of investment strategies for its customers. It derives majority of its revenues from asset-based fees from investment management products and services to individuals and institutions.

Employees: 460

Fund manager confidence

Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)

184% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 19

32% more repeat investments, than reductions

Existing positions increased: 102 | Existing positions reduced: 77

25% more call options, than puts

Call options by funds: $484K | Put options by funds: $386K

14% more funds holding

Funds holding: 240 [Q3] → 273 (+33) [Q4]

11% more capital invested

Capital invested by funds: $2.79B [Q3] → $3.09B (+$297M) [Q4]

4.87% less ownership

Funds ownership: 77.36% [Q3] → 72.48% (-4.87%) [Q4]

14% less funds holding in top 10

Funds holding in top 10: 7 [Q3] → 6 (-1) [Q4]

Research analyst outlook

4 Wall Street Analysts provided 1 year price targets over the past 3 months

• Low target: $59 3% upside
• Avg. target: $73 27% upside
• High target: $87 52% upside

4 analyst ratings

• positive: 2 50%
• neutral: 2 50%
• negative: 0 0%

JP Morgan Kenneth Worthington 53% 1-year accuracy 16 / 30 met price target	8% upside $62	Neutral Maintained	29 Apr 2025
Barclays Benjamin Budish 66% 1-year accuracy 88 / 133 met price target	3% upside $59	Equal-Weight Maintained	16 Apr 2025
B of A Securities Craig Siegenthaler 62% 1-year accuracy 21 / 34 met price target	52% upside $87	Buy Maintained	3 Apr 2025
BMO Capital Etienne Ricard 40% 1-year accuracy 4 / 10 met price target	43% upside $82	Outperform Maintained	10 Feb 2025