Victory Capital Holdings, Inc., together with its subsidiaries, operates as an asset management company worldwide. It offers investment management, fund administration, fund compliance, fund transfer agent, and fund distribution services. The company provides specialized investment strategies to institutions, intermediaries, retirement platforms, and individual investors. As of December 31, 2020, its franchises and solutions platform managed a set of 117 investment strategies for a range of institutional and retail clients, and direct investors. Victory Capital has strategic alliance with Xavier University of Louisiana. Victory Capital Holdings, Inc. was founded in 2013 and is headquartered in San Antonio, Texas.
IPO Year: 2018
Exchange: NASDAQ
Website: vcm.com
Date | Price Target | Rating | Analyst |
---|---|---|---|
1/7/2025 | $57.00 → $60.00 | Buy → Neutral | B. Riley Securities |
10/18/2024 | $40.00 → $60.00 | Underweight → Equal-Weight | Morgan Stanley |
8/27/2024 | $58.00 | Equal Weight | Barclays |
10/11/2023 | $36.00 → $33.00 | Neutral | UBS |
7/10/2023 | $39.00 → $46.00 | Outperform | BMO Capital Markets |
3/27/2023 | $27.00 → $35.00 | Underweight → Overweight | Piper Sandler |
11/23/2022 | $34.00 → $29.00 | Overweight → Underweight | Piper Sandler |
8/9/2022 | Perform | Oppenheimer | |
6/29/2022 | $34.00 → $29.00 | Outperform → Mkt Perform | Keefe Bruyette |
5/23/2022 | $36.00 | Buy | B. Riley Securities |
8-K - Victory Capital Holdings, Inc. (0001570827) (Filer)
DEFA14A - Victory Capital Holdings, Inc. (0001570827) (Filer)
SCHEDULE 13D/A - Victory Capital Holdings, Inc. (0001570827) (Subject)
8-K - Victory Capital Holdings, Inc. (0001570827) (Filer)
DEFA14A - Victory Capital Holdings, Inc. (0001570827) (Filer)
DEF 14A - Victory Capital Holdings, Inc. (0001570827) (Filer)
8-K - Victory Capital Holdings, Inc. (0001570827) (Filer)
8-K - Victory Capital Holdings, Inc. (0001570827) (Filer)
10-K - Victory Capital Holdings, Inc. (0001570827) (Filer)
SCHEDULE 13G/A - Victory Capital Holdings, Inc. (0001570827) (Subject)
Victory Capital Holdings, Inc. (NASDAQ:VCTR) ("Victory Capital" or the "Company") today reported that its Board of Directors has appointed Vice Admiral (Retired) Mary M. Jackson as a Class II Director. Commenting on the appointment, David Brown, Chairman and CEO said: "Mary brings a wealth of experience to our Board from her more than three decades of service in the U.S. Navy where she led operations on a global scale, including the development of strategic plans, policy, resourcing, compliance, and oversight. Following her Navy career, she continues to support others through leadership training and Board service on behalf of both public and private organizations. We look forward to her co
SAN ANTONIO--(BUSINESS WIRE)--Victory Capital Holdings, Inc. (NASDAQ: VCTR) (“Victory Capital” or the “Company”) today announced that it has named Nikhil Sudan to the newly created position of President, Direct Investor Business. Sudan, 44, will join Victory Capital from McKinsey & Company, where he is a Partner located in the company’s New York office, and a leader of McKinsey’s wealth and asset management practice. In that role, he has served global asset managers, wealth managers, hedge funds, and private equity managers on a range of strategies for growth, distribution, client experience, digital and analytics, and mergers and acquisitions. “Launching our Direct Investor Bus
Schedules First-Quarter Financial Results Conference Call for May 9 Victory Capital Holdings, Inc. (NASDAQ:VCTR) ("Victory Capital" or the "Company") today reported Total Assets Under Management (AUM) of $167.5 billion, Other Assets of $4.0 billion, and Total Client Assets of $171.4 billion, as of March 31, 2025. For the month of March, average Total AUM was $170.9 billion, average Other Assets was $4.0 billion, and average Total Client Assets was $174.9 billion. For the first quarter, the Company reported long-term AUM net flows of -$1.2 billion. Victory Capital Holdings, Inc. Total Client Assets (unaudited; in millions) 1 As of: By Asset Class March
15-year Reciprocal Global Distribution Agreements with Amundi Begin Victory Capital Holdings, Inc. (NASDAQ:VCTR) ("Victory Capital" or the "Company") today announced that it has closed on its previously announced transaction with Amundi SA ("Amundi"). David Brown, Chairman and CEO of Victory Capital, said, "Closing this transaction, entering into 15-year reciprocal global distribution agreements, and forming our strategic partnership with Amundi are transformational events for Victory Capital. This immediately globalizes our business and gives us the opportunity to reach clients around the world. "To replace the Amundi US name, we are reintroducing the Pioneer Investments brand to reinfo
Victory Capital Holdings, Inc. (NASDAQ:VCTR) ("Victory Capital" or the "Company") today announced that it received eight esteemed 2025 US LSEG Lipper Fund Awards based on risk-adjusted returns for the period ended November 30, 2024. "We are extremely grateful to be recognized with eight LSEG Lipper Fund Awards," said David Brown, Chairman and Chief Executive Officer of Victory Capital. "Winning these prestigious honors across several categories and over various timeframes is a direct result of the tireless dedication of our investment professionals and further demonstrates our commitment to continuously deliver outstanding, long-term, risk-adjusted returns to our clients." Victory Funds
Victory Capital Holdings, Inc. (NASDAQ:VCTR) ("Victory Capital" or the "Company") today reported Total Assets Under Management (AUM) of $175.5 billion, Other Assets of $4.1 billion, and Total Client Assets of $179.5 billion, as of February 28, 2025. For the month of February, average Total AUM was $176.4 billion, average Other Assets was $4.1 billion, and average Total Client Assets was $180.4 billion. Victory Capital Holdings, Inc. Total Client Assets (unaudited; in millions) 1 As of: By Asset Class February 28, 2025 January 31, 2025 Solutions $ 65,510 $ 65,447 Fixed Income 24,439 24,338 U.S. Mid
Victory Portfolios II today announced plans to liquidate the VictoryShares US Discovery Enhanced Volatility Wtd ETF (CSF), VictoryShares US Small Cap Volatility Wtd ETF (CSA), and VictoryShares THB Mid Cap ETF (MDCP) (the "Funds"). The decision to liquidate the Funds was the result of the Company's regular review of its product lineup to ensure it is best meeting client needs. After the close of business on April 22, 2025, the Funds will no longer accept purchase orders for Creation Units. Shareholders of the Funds may sell their holdings on the Nasdaq Stock Market prior to the close of trading on April 23, 2025, and customary brokerage charges may apply to these transactions. The Funds
Victory Capital Holdings, Inc. (NASDAQ:VCTR) ("Victory Capital" or the "Company") today reported Total Assets Under Management (AUM) of $176.5 billion, Other Assets of $4.0 billion, and Total Client Assets of $180.5 billion, as of January 31, 2025. For the month of January, average Total AUM was $174.1 billion, average Other Assets was $4.1 billion, and average Total Client Assets was $178.2 billion. Victory Capital Holdings, Inc. Total Client Assets (unaudited; in millions) 1 As of: By Asset Class January 31, 2025 December 31, 2024 Solutions $ 65,447 $ 62,593
Fourth-Quarter Highlights Total Client Assets of $176.1 billion Long-term gross flows of $6.6 billion Long-term net flows of ($1.7) billion GAAP operating margin of 48.1% GAAP net income per diluted share of $1.17 Adjusted EBITDA margin of 54.0% Adjusted net income with tax benefit per diluted share of $1.45 Board authorizes 7% increase in regular quarterly cash dividend to $0.47 New $200 million share repurchase plan Victory Capital Holdings, Inc. (NASDAQ:VCTR) ("Victory Capital" or "the Company") today reported financial results for the quarter ended December 31, 2024. "2024 was a transformational year for Victory Capital," said David Brown, Chairman and Ch
Schedules Fourth-Quarter Financial Results Conference Call for February 7 Victory Capital Holdings, Inc. (NASDAQ:VCTR) ("Victory Capital" or the "Company") today reported Total Assets Under Management (AUM) of $171.9 billion, Other Assets of $4.2 billion, and Total Client Assets of $176.1 billion, as of December 31, 2024. For the month of December, average Total AUM was $175.8 billion, average Other Assets was $4.2 billion, and average Total Client Assets was $174.5 billion. For the fourth quarter, the Company reported long-term AUM net flows of -$1.7 billion. Victory Capital Holdings, Inc. Total Client Assets (unaudited; in millions) 1
Victory Capital Holdings, Inc. (NASDAQ:VCTR) ("Victory Capital" or the "Company") today announced that its Board of Directors has approved a new common stock repurchase program authorizing the repurchase of up to $200 million of its Common Stock through December 31, 2026. "This new repurchase program is the largest in our history and allows us to remain flexible and opportunistic with our capital," said David Brown, Chairman and Chief Executive Officer. "As a growth company, our capital allocation strategy directly supports our strategy for increasing earnings and cash flow. In addition, with increasing cash flow, we can also reward shareholders by returning capital via share repurchases
Victory Capital Holdings, Inc. (NASDAQ:VCTR) ("Victory Capital" or the "Company") today reported Total Assets Under Management (AUM) of $179.7 billion, Other Assets of $4.3 billion, and Total Client Assets of $184.0 billion, as of November 30, 2024. For the month of November, average Total AUM was $176.4 billion, average Other Assets was $4.3 billion, and average Total Client Assets was $180.7 billion. Victory Capital Holdings, Inc. Total Client Assets (unaudited; in millions) 1 As of: By Asset Class November 30, 2024 October 31, 2024 Solutions $ 64,510 $ 61,409 Fixed In
SC 13G/A - Victory Capital Holdings, Inc. (0001570827) (Subject)
SC 13G/A - Victory Capital Holdings, Inc. (0001570827) (Subject)
SC 13G/A - Victory Capital Holdings, Inc. (0001570827) (Subject)
SC 13D - Victory Capital Holdings, Inc. (0001570827) (Subject)
SC 13D/A - Victory Capital Holdings, Inc. (0001570827) (Subject)
SC 13D/A - Victory Capital Holdings, Inc. (0001570827) (Subject)
SC 13G/A - Victory Capital Holdings, Inc. (0001570827) (Subject)
SC 13G/A - Victory Capital Holdings, Inc. (0001570827) (Subject)
SC 13G/A - Victory Capital Holdings, Inc. (0001570827) (Subject)
SC 13G/A - Victory Capital Holdings, Inc. (0001570827) (Subject)
Schedules First-Quarter Financial Results Conference Call for May 9 Victory Capital Holdings, Inc. (NASDAQ:VCTR) ("Victory Capital" or the "Company") today reported Total Assets Under Management (AUM) of $167.5 billion, Other Assets of $4.0 billion, and Total Client Assets of $171.4 billion, as of March 31, 2025. For the month of March, average Total AUM was $170.9 billion, average Other Assets was $4.0 billion, and average Total Client Assets was $174.9 billion. For the first quarter, the Company reported long-term AUM net flows of -$1.2 billion. Victory Capital Holdings, Inc. Total Client Assets (unaudited; in millions) 1 As of: By Asset Class March
15-year Reciprocal Global Distribution Agreements with Amundi Begin Victory Capital Holdings, Inc. (NASDAQ:VCTR) ("Victory Capital" or the "Company") today announced that it has closed on its previously announced transaction with Amundi SA ("Amundi"). David Brown, Chairman and CEO of Victory Capital, said, "Closing this transaction, entering into 15-year reciprocal global distribution agreements, and forming our strategic partnership with Amundi are transformational events for Victory Capital. This immediately globalizes our business and gives us the opportunity to reach clients around the world. "To replace the Amundi US name, we are reintroducing the Pioneer Investments brand to reinfo
Fourth-Quarter Highlights Total Client Assets of $176.1 billion Long-term gross flows of $6.6 billion Long-term net flows of ($1.7) billion GAAP operating margin of 48.1% GAAP net income per diluted share of $1.17 Adjusted EBITDA margin of 54.0% Adjusted net income with tax benefit per diluted share of $1.45 Board authorizes 7% increase in regular quarterly cash dividend to $0.47 New $200 million share repurchase plan Victory Capital Holdings, Inc. (NASDAQ:VCTR) ("Victory Capital" or "the Company") today reported financial results for the quarter ended December 31, 2024. "2024 was a transformational year for Victory Capital," said David Brown, Chairman and Ch
Schedules Fourth-Quarter Financial Results Conference Call for February 7 Victory Capital Holdings, Inc. (NASDAQ:VCTR) ("Victory Capital" or the "Company") today reported Total Assets Under Management (AUM) of $171.9 billion, Other Assets of $4.2 billion, and Total Client Assets of $176.1 billion, as of December 31, 2024. For the month of December, average Total AUM was $175.8 billion, average Other Assets was $4.2 billion, and average Total Client Assets was $174.5 billion. For the fourth quarter, the Company reported long-term AUM net flows of -$1.7 billion. Victory Capital Holdings, Inc. Total Client Assets (unaudited; in millions) 1
Victory Capital Holdings, Inc. (NASDAQ:VCTR) ("Victory Capital" or the "Company") today announced that its Board of Directors has approved a new common stock repurchase program authorizing the repurchase of up to $200 million of its Common Stock through December 31, 2026. "This new repurchase program is the largest in our history and allows us to remain flexible and opportunistic with our capital," said David Brown, Chairman and Chief Executive Officer. "As a growth company, our capital allocation strategy directly supports our strategy for increasing earnings and cash flow. In addition, with increasing cash flow, we can also reward shareholders by returning capital via share repurchases
Third-Quarter Highlights Total Client Assets of $181.1 billion Long-term gross flows of $5.9 billion Long-term net flows of ($2.6) billion GAAP operating margin of 53.3% GAAP net income per diluted share of $1.24 Adjusted EBITDA margin of 53.7% Adjusted net income with tax benefit per diluted share of $1.35 Board authorizes an 7% increase in regular quarterly cash dividend to $0.44 Victory Capital Holdings, Inc. (NASDAQ:VCTR) ("Victory Capital" or "the Company") today reported financial results for the quarter ended September 30, 2024. "During the third quarter, we made excellent progress toward closing the Amundi transaction," said David Brown, Chairman and Chief Executi
Schedules Third-Quarter Financial Results Conference Call for November 8 Victory Capital Holdings, Inc. (NASDAQ:VCTR) ("Victory Capital" or the "Company") today reported Total Assets Under Management (AUM) of $176.1 billion, Other Assets of $5.0 billion, and Total Client Assets of $181.1 billion, as of September 30, 2024. For the month of September, average Total AUM was $173.8 billion, average Other Assets was $5.0 billion, and average Total Client Assets was $178.7 billion. For the third quarter, the Company reported long-term AUM net flows of -$2.6 billion. Victory Capital Holdings, Inc. Total Client Assets (unaudited; in millions) 1 As of: By Asset C
Second-Quarter Highlights Total Client Assets of $173.8 billion Long-term gross flows of $5.8 billion Long-term net flows of ($1.7) billion GAAP operating margin of 50.4% GAAP net income per diluted share of $1.12 Adjusted EBITDA margin of 53.0% Adjusted net income with tax benefit per diluted share of $1.31 Board authorizes an 11% increase in regular quarterly cash dividend to $0.41 Victory Capital Holdings, Inc. (NASDAQ:VCTR) ("Victory Capital" or "the Company") today reported financial results for the quarter ended June 30, 2024. "Our most significant development during the first half of 2024 was forging the long-term agreement to become strategic partners wi
Victory Capital Holdings, Inc. (NASDAQ:VCTR) ("Victory Capital" or the "Company") today announced that the Company will release second-quarter 2024 financial results after the market closes on Thursday, August 8, 2024. The Company will host a conference call to discuss the results the following morning, Friday, August 9, at 8:00 a.m. ET. Victory Capital's earnings release and supplemental materials will be available on the investor relations section of the Company's website at https://ir.vcm.com before the conference call begins. To participate in the conference call, please call 1-888-330-3571 (domestic) or 1-646-960-0657 (international), shortly before 8:00 a.m. ET and reference the V
Schedules Second-Quarter Financial Results Conference Call for August 2 Victory Capital Holdings, Inc. (NASDAQ:VCTR) ("Victory Capital" or the "Company") today reported Total Assets Under Management (AUM) of $168.7 billion, Other Assets of $5.1 billion, and Total Client Assets of $173.8 billion, as of June 30, 2024. For the month of June, average Total AUM was $168.7 billion, average Other Assets was $5.0 billion, and average Total Client Assets was $173.8 billion. For the second quarter, the Company reported long-term AUM net flows of -$1.7 billion. Victory Capital Holdings, Inc. Total Client Assets (unaudited; in millions) 1 As of: By As
B. Riley Securities downgraded Victory Capital from Buy to Neutral and set a new price target of $60.00 from $57.00 previously
Morgan Stanley upgraded Victory Capital from Underweight to Equal-Weight and set a new price target of $60.00 from $40.00 previously
Barclays initiated coverage of Victory Capital with a rating of Equal Weight and set a new price target of $58.00
UBS resumed coverage of Victory Capital with a rating of Neutral and set a new price target of $33.00 from $36.00 previously
BMO Capital Markets resumed coverage of Victory Capital with a rating of Outperform and set a new price target of $46.00 from $39.00 previously
Piper Sandler upgraded Victory Capital from Underweight to Overweight and set a new price target of $35.00 from $27.00 previously
Piper Sandler downgraded Victory Capital from Overweight to Underweight and set a new price target of $29.00 from $34.00 previously
Oppenheimer resumed coverage of Victory Capital with a rating of Perform
Keefe Bruyette downgraded Victory Capital from Outperform to Mkt Perform and set a new price target of $29.00 from $34.00 previously
B. Riley Securities resumed coverage of Victory Capital with a rating of Buy and set a new price target of $36.00
4 - Victory Capital Holdings, Inc. (0001570827) (Issuer)
3 - Victory Capital Holdings, Inc. (0001570827) (Issuer)
3 - Victory Capital Holdings, Inc. (0001570827) (Issuer)
3 - Victory Capital Holdings, Inc. (0001570827) (Issuer)
4 - Victory Capital Holdings, Inc. (0001570827) (Issuer)
4 - Victory Capital Holdings, Inc. (0001570827) (Issuer)
4 - Victory Capital Holdings, Inc. (0001570827) (Issuer)
4 - Victory Capital Holdings, Inc. (0001570827) (Issuer)
4 - Victory Capital Holdings, Inc. (0001570827) (Issuer)
4 - Victory Capital Holdings, Inc. (0001570827) (Issuer)