Victory Capital Holdings Inc is a diversified investment management firm. The company provides specialized investment strategies to institutions, intermediaries, retirement platforms and individual investors. Its offerings include actively and passively managed mutual funds, rules-based and active exchange traded funds (ETFs), institutional separate accounts, variable insurance products (VIPs), alternative investments, private closed end funds, and a 529 Education Savings Plan. The company operates in one operating and reportable segment that provides investment management services and products to institutional, intermediary, retirement platforms and individual investors. The majority of the company's revenue consists of Investment management fees.
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The chart shows the growth of an initial investment of $10,000 in Victory Capital Holdings, Inc. Class A Common Stock, comparing it to the performance of the S&P 500 index.
All prices have been adjusted for splits and dividends.
Victory Capital Holdings, Inc. Class A Common Stock (VCTR) has returned -0.65% so far this year and 32.60% over the past 12 months. Looking at the last ten years, VCTR has achieved an annualized return of 17.78%, outperforming the Benchmark (SPY), which averaged 12.23% per year.
The table below presents the monthly returns of Victory Capital Holdings, Inc. Class A Common Stock (VCTR) with color gradation from worst to best to easily spot seasonal factors.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 11.35% | -1.35% | -3.22% | -5.45% | ||||||||
| 2025 | 0.29% | -0.16% | -9.92% | -0.78% | 8.47% | 2.88% | 8.73% | 5.74% | -7.39% | -2.93% | 1.08% | 1.28% |
| 2024 | -1.66% | 13.60% | 10.70% | 19.47% | 3.07% | -9.03% | 9.67% | 4.24% | 2.67% | 8.73% | 15.17% | -6.86% |
| 2023 | 9.21% | 14.92% | -13.25% | 4.62% | 1.18% | 1.32% | 5.00% | 4.43% | -3.78% | -10.97% | 8.76% | 7.83% |
| 2022 | -11.17% | 0.97% | -12.65% | -7.54% | 3.89% | -15.32% | 15.87% | -2.97% | -12.43% | 21.77% | -0.79% | -7.96% |
| 2021 | -14.47% | 14.29% | 6.10% | 7.47% | 7.48% | 6.22% | -6.04% | 14.29% | -0.17% | 7.95% | -8.24% | 3.54% |
| 2020 | -1.70% | -6.04% | -16.91% | -3.64% | 11.85% | 3.06% | 2.90% | -1.86% | -2.71% | 8.97% | 11.70% | 19.45% |
| 2019 | 8.24% | 16.47% | 16.43% | 9.71% | -0.42% | 4.63% | 2.29% | -10.58% | -2.60% | 1.63% | 30.54% | 0.87% |
| 2018 | 5.71% | -4.35% | -9.71% | 2.00% | -6.37% | -2.17% | -6.88% | -2.55% | -18.41% | 57.66% | -17.05% |
The charts below present risk-adjusted performance metrics for Victory Capital Holdings, Inc. Class A Common Stock (VCTR) and compare them to a Benchmark (SPY). These indicators evaluate an investment's returns against its associated risks.
The Sharpe ratio helps investors understand how much return they're getting for the level of risk taken. A higher Sharpe ratio indicates better risk-adjusted performance, meaning more reward for each unit of risk.
These values reflect how efficiently the investment has delivered returns relative to its volatility over different time periods. All figures are annualized and based on daily total returns.
The chart below shows the rolling Sharpe ratio of VCTR compared to the benchmark. This view highlights how the investment's risk-adjusted performance has changed over time.
The current Victory Capital Holdings, Inc. Class A Common Stock volatility is 2.29%, representing the standart deviation of percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.
The Drawdowns chart displays portfolio losses from any high point along the way. It shows the maximum percentage drop from a peak to a trough over a specified period, indicating the risk of significant losses.
Although chart shows positive values, it represents the percentage drop from the peak, so a value of 10% means the portfolio has dropped 10% from its highest point.
The income statement provides a summary of a company's revenues, expenses, and profits over a specific period. It shows how much money the company earned (revenues) and how much it spent (expenses), leading to the net income or profit. This statement is crucial for understanding a company's financial performance and profitability.
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|
| Liabilities And Equity (USD) | 4.25B | 2.55B | 2.54B | 2.54B | 2.58B | 1.73B | 1.75B | 801.51M |
| Equity Attributable To Parent (USD) | 2.42B | 1.12B | 1.05B | 1.07B | 929.93M | 707.54M | 537.87M | 455.55M |
| Equity Attributable To Noncontrolling Interest (USD) | - | - | - | - | - | - | - | - |
| Equity (USD) | 2.42B | 1.12B | 1.05B | 1.07B | 929.93M | 707.54M | 537.87M | 455.55M |
| Long-term Debt (USD) | 970.01M | 963.86M | 989.27M | 985.51M | 1.13B | 769.01M | 924.54M | 268.86M |
| Noncurrent Liabilities (USD) | - | - | - | - | - | - | - | - |
| Current Liabilities (USD) | 1.82B | 1.43B | 1.49B | 1.48B | 1.65B | 1.02B | 1.22B | 345.96M |
| Liabilities (USD) | 1.82B | 1.43B | 1.49B | 1.48B | 1.65B | 1.02B | 1.22B | 345.96M |
| Intangible Assets (USD) | 2.48B | 1.26B | 1.28B | 1.31B | 1.35B | 1.16B | 1.18B | 387.68M |
| Fixed Assets (USD) | 23.83M | 11.87M | 19.58M | 21.15M | 25.30M | 18.75M | 13.24M | 8.78M |
| Noncurrent Assets (USD) | - | - | - | - | - | - | - | - |
| Current Assets (USD) | 4.25B | 2.55B | 2.54B | 2.54B | 2.58B | 1.73B | 1.75B | 801.51M |
| Assets (USD) | 4.25B | 2.55B | 2.54B | 2.54B | 2.58B | 1.73B | 1.75B | 801.51M |
Major M&A activity continues with Estée Lauder in merger discussions with Puig ($40B), KKR acquiring Nothing Bundt Cakes ($2B+), and Amazon acquiring robotics firm Fauna. Other significant deals include Corebridge-Equitable Holdings merger ($22B), Merck's acquisition of Terns Pharmaceuticals ($6.7B), and Abbott closing its Exact Sciences deal ($21B). Several companies filed for bankruptcy including 23andMe and Applebee's franchisee NRPF.
The article identifies four asset management and financial services companies that offer attractive shareholder returns through a combination of dividends and buybacks, supported by strong free cash flow and solid balance sheets. The analysis emphasizes that total shareholder yield—not just dividend yield alone—is the key metric for evaluating income-generating stocks during market volatility.
Victory Capital has unveiled a $57.04 per share bid for Janus Henderson, representing a 37% premium and 16% higher than the rival Trian Fund Management offer. The bid includes $30 in cash and 0.350 Victory Capital shares per Janus Henderson share, valuing the combined company at $16 billion. Victory Capital's CEO criticized Janus Henderson's Special Committee for refusing meaningful dialogue, urging them to fulfill fiduciary duties. Janus Henderson shares rose 5.74% to $53.03, hitting a 52-week high, while Victory Capital shares fell 8.40%.
Victory Capital reported strong Q2 2025 earnings driven by the Amundi US acquisition, with revenue surging 59.9% year-over-year to $351.2 million. Despite record growth, the company experienced margin pressure and modest net outflows.
Amundi and Victory Capital have announced the closing of their previously announced transaction. Amundi has become a strategic shareholder of Victory Capital, and the two companies have entered into 15-year distribution reciprocal agreements.
Amundi and Victory Capital have finalized a transaction where Amundi US has been merged with Victory Capital, making Amundi a strategic shareholder of Victory Capital. The two companies have also signed 15-year distribution agreements to distribute each other's investment solutions.
The article compares the valuation metrics of Victory Capital Holdings (VCTR) and SEI Investments (SEIC) to determine which stock is the better value option. Based on the analysis, the article concludes that VCTR is the superior value option compared to SEIC.
Amundi and Victory Capital have reached a definitive agreement where Amundi US will be combined with Victory Capital, and Amundi will become a strategic shareholder of Victory Capital with a 26.1% stake. The two companies have also entered into 15-year distribution and services agreements.
Victory Capital (VCTR) reports assets under management of $168.5 billion at the end of May 2024, rising 2.9% from the previous month.
VCTR vs. SEIC: Which Stock Is the Better Value Option?