Victory Capital Holdings (VCTR)

• Market cap: $3.82B
• 1 day: 3.82%
• 5 days: -3.80%
• 1 month: -3.63%
• 3 months: -8.72%
• 6 months: 9.72%
• Year to date: -8.72%
• 1 year: 44.28%
• 5 years: 280.98%
• 10 years: 417.93%
• Sector: Financials
• Industry: Investment Advice

Fund manager confidence

Based on 2024 Q4 regulatory filings 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]

10% more capital invested

Capital invested by funds: $2.81B [Q3] → $3.09B (+$277M) [Q4]

5.42% less ownership

Funds ownership: 77.93% [Q3] → 72.51% (-5.42%) [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: $60 0% upside
• Avg. target: $72 19% upside
• High target: $82 36% upside

4 analyst ratings

• positive: 1 25%
• neutral: 3 75%
• negative: 0 0%

JP Morgan Kenneth Worthington 64% 1-year accuracy 21 / 33 met price target	15% upside $69	Neutral Maintained	18 Feb 2025
BMO Capital Etienne Ricard 50% 1-year accuracy 6 / 12 met price target	36% upside $82	Outperform Maintained	10 Feb 2025
Barclays Benjamin Budish 69% 1-year accuracy 86 / 124 met price target	25% upside $75	Equal-Weight Maintained	10 Feb 2025
B. Riley Securities Matt Howlett 46% 1-year accuracy 6 / 13 met price target	0% downside $60	Neutral Downgraded	7 Jan 2025