Victory Capital Holdings (VCTR)

• Market cap: $3.66B
• 1 day: -3.22%
• 5 days: -3.04%
• 1 month: -9.02%
• 3 months: -19.40%
• 6 months: -9.98%
• Year to date: -17.24%
• 1 year: 11.32%
• 5 years: 290.47%
• 10 years: 369.57%
• 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 8% upside
• Avg. target: $74 36% upside
• High target: $87 60% upside

4 analyst ratings

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

Barclays Benjamin Budish 61% 1-year accuracy 81 / 132 met price target	8% upside $59	Equal-Weight Maintained	16 Apr 2025
B of A Securities Craig Siegenthaler 61% 1-year accuracy 22 / 36 met price target	60% upside $87	Buy Maintained	3 Apr 2025
JP Morgan Kenneth Worthington 57% 1-year accuracy 17 / 30 met price target	27% upside $69	Neutral Maintained	18 Feb 2025
BMO Capital Etienne Ricard 30% 1-year accuracy 3 / 10 met price target	51% upside $82	Outperform Maintained	10 Feb 2025