Investment Advice · SIC 6282

Victory Capital Holdings, Inc.

VCTR

Watch

Latest revenue

$388.0M

as of 2026-03-31

Latest net income

$112.1M

as of 2026-03-31

Net margin

28.9%

as of 2026-03-31

Price · 5Y

+27.4% / yr 13.6 pts / yr vs S&P 500 234.2% total
Compare:

Live market

delayed ≤15 min
$85.91
0.06%
Market cap
$5.37B
Enterprise value
$5.37B
P/E (trailing)
16.3×
Forward P/E
P/B
Dividend yield
2.3%
52-wk high
$88.73
52-wk low
$57.03
Beta
Shares out
62.5M

5-year trend

What this company does

AI

Item 1. Business Overview We are a diversified global asset management firm with total assets under management (“AUM”) of $313.8 billion, and $316.6 billion in total client assets, as of December 31, 2025. Our differentiated business model combines boutique investment qualities with the benefits of a scaled, integrated, centralized (not standardized) operating and distribution platform. Victory Capital provides specialized investment strategies to institutions, intermediaries, retirement platforms and individual investors. With multiple Investment Franchises and a Solutions Platform that maintain autonomy in their respective investment processes, Victory Capital offers a wide array of…

AI summary unavailable — showing raw filing excerpt

Generated from VCTR's filing dated 2026-02-26

Key risks

AI

Item 1A. Risk Factors. The risks described below are not the only ones facing us. The occurrence of any of the following risks or additional risks and uncertainties not presently known to us or that we currently believe to be immaterial could materially and adversely affect our business, financial condition or results of operations. In such case the trading price of our common stock could decline. This report also contains forward‑looking statements and estimates that involve risks and uncertainties. Our actual results could differ materially from those anticipated in the forward‑looking statements as a result of specific factors, including the risks and uncertainties described below. Risk…

AI summary unavailable — showing raw filing excerpt

Generated from VCTR's filing dated 2026-02-26

Profitability

Operating margin

36.6%

23.4%

Net margin

25.3%

21.8%

Return on equity

29.4%

7.3%

Return on assets

7.8%

31.5%

Leverage

Debt / equity

2.79×

96.4%

Long-term debt / equity

0.86×

5.5%

Debt / assets

73.6%

25.4%

Earnings tracker

QuarterRevenueYoYNet incomeYoYNet margin

Q1 2026

2026-03-31

$388.0M+76.7%$112.1M+80.9%28.9%

Q4 2025

2025-12-31

$374.1M+61.0%$112.8M+46.6%30.2%

Q3 2025

2025-09-30

$361.2M+60.1%$96.5M+17.8%26.7%

Q2 2025

2025-06-30

$351.2M+59.9%$58.7M-20.9%16.7%

Q1 2025

2025-03-31

$219.6M+1.7%$62.0M+11.3%28.2%

Q4 2024

2024-12-31

$232.4M$76.9M33.1%

Q3 2024

2024-09-30

$225.6M+7.6%$82.0M+57.6%36.3%

Q2 2024

2024-06-30

$219.6M+7.5%$74.3M+31.0%33.8%

Year-over-year change vs the same fiscal quarter one year prior. Revenue + net income sourced from SEC 10-Q / 10-K filings — no analyst-consensus dependency.

Industry trend

Investment Advice · SIC 6282

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Insider activity

Insider buying

$0

Insider selling

$0

Net activity

+$0

Distinct insiders

0

Open-market trades over the last 365 days.

Recent transactions

DateInsiderTypeSharesPriceValue

Source: SEC Form 4 filings. Officers, directors, and 10%+ owners must disclose share transactions within two business days. RSU grants and tax-withholding rows are excluded by default — compensation activity is not a trading signal.

Who owns VCTR

Institutional value

$1.63B

Total shares held

27.3M

Distinct holders

205

-102 vs prior

As of

2026-03-31

Prior: 2025-12-31

Filers with $100M+ AUM disclose holdings 45 days after quarter end.

Top institutional holders

#ManagerSharesValueQoQ changeAction
1BlackRock, Inc.7.0M$456.2M+26.2K (+0.4%)Added
2Capital World Investors2.4M$158.3M-1.4M (-35.8%)Trimmed
3VANGUARD CAPITAL MANAGEMENT LLC2.2M$147.0MNew
4VANGUARD PORTFOLIO MANAGEMENT LLC2.0M$130.1MNew
5DIMENSIONAL FUND ADVISORS LP1.7M$114.2M+221.5K (+14.6%)Added
6FRANKLIN RESOURCES INC993.2K$65.0M+204.3K (+25.9%)Added
7Impax Asset Management Group plc650.0K$42.6M+0 (+0.0%)No change
8Annex Advisory Services, LLC591.8K$38.8M+17.1K (+3.0%)Added
9ROYCE & ASSOCIATES LP583.4K$38.2M+12.9K (+2.3%)Added
10TimesSquare Capital Management, LLC526.6K$34.5M-204.6K (-28.0%)Trimmed
11Bank of New York Mellon Corp495.0K$32.4M-7.0K (-1.4%)Trimmed
12Swedbank AB410.0K$26.8M-590.0K (-59.0%)Trimmed
13Nuveen, LLC409.1K$26.8M-66.7K (-14.0%)Trimmed
14VANGUARD FIDUCIARY TRUST CO331.3K$21.7MNew
15Mariner, LLC310.4K$20.3M+1.7K (+0.6%)Added
16WELLS FARGO & COMPANY/MN254.7K$16.7M+115.8K (+83.4%)Added
17Public Sector Pension Investment Board240.0K$15.7M+12.9K (+5.7%)Added
18PRINCIPAL FINANCIAL GROUP INC232.0K$15.2M-63.2K (-21.4%)Trimmed
19UBS Group AG222.6K$14.6M+9.8K (+4.6%)Added
20FEDERATED HERMES, INC.179.2K$11.7M-8.2K (-4.4%)Trimmed

Source: SEC Form 13F-HR. Positions aggregated across sub-managers within each firm. Options (puts/calls) excluded — common stock only.

Top questions investors are asking

Coming once VCTR's latest filing finishes processing.