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VCTR logoVictory Capital Holdings, Inc.(VCTR)Earnings, Financials & Key Ratios

VCTR•NASDAQ•Banking & Credit
$82.29
$5.27B mkt cap·20.2× P/E·Price updated May 6, 2026
SectorFinancial ServicesIndustryAsset ManagementSub-IndustryTraditional active asset managers
AboutVictory Capital Holdings, Inc., together with its subsidiaries, operates as an asset management company worldwide. It offers investment advisory, 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, 2021, its franchises and solutions platform managed a set of 130 investment strategies for a range of institutional and retail clients, and direct investors. The company has strategic alliance with Xavier University of Louisiana. Victory Capital Holdings, Inc. was incorporated in 2013 and is headquartered in San Antonio, Texas.Show more
  • Net Interest Income-$37M+30.6%
  • Total Revenue$1.31B+46.2%
  • Net Income$330M+14.3%
  • Return on Equity18.61%-29.9%
  • Net Interest Margin-0.87%+58.4%
  • Efficiency Ratio28.59%+149.8%
  • ROA9.71%-14.4%
  • Equity / Assets57.08%+29.6%
  • Book Value per Share36.53+114.7%
  • Tangible BV/Share-19.42-14.2%
  • Debt/Equity0.40-53.4%
Technical→

VCTR Key Insights

Victory Capital Holdings, Inc. (VCTR) fundamental analysis — strengths, weaknesses & financial health based on data analysis

✓Strengths

  • ✓Excellent 3Y average ROE of 21.8%
  • ✓Efficient operations: 28.6% efficiency ratio
  • ✓Well capitalized: 57.1% equity/assets
  • ✓Healthy dividend yield of 2.3%
  • ✓Diversified revenue: 97.8% from non-interest income
  • ✓Trading near 52-week high

✗Weaknesses

  • ✗Weak NIM of -0.9%

* These insights are generated automatically based on available financial data. Please conduct your own research before making investment decisions.

VCTR Price & Volume

Victory Capital Holdings, Inc. (VCTR) stock price & volume — 10-year historical chart

Loading chart...

VCTR Growth Metrics

Victory Capital Holdings, Inc. (VCTR) revenue, earnings & EPS growth — 3, 5 & 10-year CAGR

Revenue CAGR

10 Years18.42%
5 Years10.99%
3 Years15.18%
TTM-

Profit CAGR

10 Years56.27%
5 Years9.2%
3 Years6.21%
TTM14.26%

EPS CAGR

10 Years54.28%
5 Years7.21%
3 Years2.31%
TTM-6.87%

Return on Capital

10 Years15.22%
5 Years17.64%
3 Years16.95%
Last Year17.83%

VCTR Recent Earnings

Victory Capital Holdings, Inc. (VCTR) EPS & revenue vs analyst estimates — last 4 quarters

Full history →
●Beat EPS 6/12 qtrs (50%)●Beat Revenue 5/12 qtrs (42%)
Q1 2026Latest
Feb 4, 2026
EPS
$1.78
Est $1.66
+7.2%
Revenue
$374M
Est $373M
+0.2%
Q4 2025
Nov 6, 2025
EPS
$1.63
Est $1.60
+1.9%
Revenue
$361M
Est $374M
-3.4%
Q3 2025
Aug 7, 2025
EPS
$1.57
Est $1.45
+8.3%
Revenue
$356M
Est $337M
+5.6%
Q2 2025
May 8, 2025
EPS
$1.36
Est $1.38
-1.4%
Revenue
$220M
Est $224M
-2.0%
QuarterDateEPS (Act vs Est)Revenue (Act vs Est)
Q1 2026LatestFeb 4, 2026
$1.78vs $1.66+7.2%
$374Mvs $373M+0.2%
Q4 2025Nov 6, 2025
$1.63vs $1.60+1.9%
$361Mvs $374M-3.4%
Q3 2025Aug 7, 2025
$1.57vs $1.45+8.3%
$356Mvs $337M+5.6%
Q2 2025May 8, 2025
$1.36vs $1.38-1.4%
$220Mvs $224M-2.0%
Based on last 12 quarters of dataView full earnings history →

VCTR Peer Comparison

Victory Capital Holdings, Inc. (VCTR) competitors in Traditional active asset managers — business model, growth, and fundamentals comparison

Select Columns
Stock Universe
Valuation
Growth
Profitability
Financial Health
Dividends & Buybacks
Price Performance
Technical
Fundamentals ($)
Sector-Specific
CompanyMarket CapStock PriceP/E Ratio (TTM)Revenue Growth 1YNet MarginReturn on Equity (ROE)FCF YieldDebt / Equity
VRTS logoVRTSVirtus Investment Partners, Inc.Direct Competitor960.2M143.417.18-8%13.51%2.74
DHIL logoDHILDiamond Hill Investment Group, Inc.Direct Competitor473.29M174.999.774.48%27.03%36.26
CNNE logoCNNECannae Holdings, Inc.Direct Competitor1.3B13.73-1.51-6.39%-121.15%-51.79%0.33
GROW logoGROWU.S. Global Investors, Inc.Direct Competitor34.96M2.62-104.80-23.05%0.22%0.00
AMG logoAMGAffiliated Managers Group, Inc.Product Competitor8.17B306.0213.4619.83%16.01%0.61
BEN logoBENFranklin Resources, Inc.Product Competitor16.19B31.1634.243.45%5.64%0.94
IVZ logoIVZInvesco Ltd.Product Competitor12.15B27.35-17.095.11%-1.74%0.78
APAM logoAPAMArtisan Partners Asset Management Inc.Product Competitor2.67B37.849.347.63%44.91%0.52

Compare VCTR vs Peers

Victory Capital Holdings, Inc. (VCTR) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.

Closest Rival

vs VRTS

Most directly comparable listed peer for VCTR.

Scale Benchmark

vs BLK

Larger-name benchmark to compare VCTR against a more recognizable public peer.

Peer Set

Compare Top 5

vs VRTS, DHIL, CNNE, GROW

VCTR Income Statement

Victory Capital Holdings, Inc. (VCTR) annual income statement — 10-year revenue, gross profit & net income history

10Y historyFree accessUpdated daily
Line itemDec'17Dec'18Dec'19Dec'20Dec'21Dec'22Dec'23Dec'24Dec'25
Net Interest Income-47.09M-21.38M-34.07M-33.3M-18.61M-43.22M-52.55M-53.4M-37.07M
NII Growth %-56.49%54.6%-59.4%2.26%44.13%-132.28%-21.59%-1.61%30.57%
Net Interest Margin %-5.94%-2.67%-1.94%-1.92%-0.72%-1.7%-2.07%-2.1%-0.87%
Interest Income006.83M3.7M6.04M3.68M24.21M24.04M28.48M
Interest Expense47.09M21.38M40.9M37.01M24.65M46.9M76.76M77.44M65.56M
Loan Loss Provision200.47M219.19M285.53M335.84M386.57M352.4M288.29M286.27M312.14M
Non-Interest Income409.63M413.41M605.54M771.65M884.22M851.12M796.81M869.44M1.28B
Non-Interest Income %100%100%98.88%99.52%99.32%99.57%97.05%97.31%97.82%
Total Revenue
409.63M▲ 0%
413.41M▲ 0.9%
612.37M▲ 48.1%
775.35M▲ 26.6%
890.26M▲ 14.8%
854.8M▼ 4.0%
821.03M▼ 4.0%
893.48M▲ 8.8%
1.31B▲ 46.2%
Revenue Growth %37.51%0.92%48.13%26.61%14.82%-3.98%-3.95%8.82%46.19%
Non-Interest Expense71.91M58.33M121.32M87.79M105.2M56.39M127.52M102.26M373.46M
Efficiency Ratio17.56%14.11%19.81%11.32%11.82%6.6%15.53%11.45%28.59%
Operating Income
90.17M▲ 0%
114.52M▲ 27.0%
164.62M▲ 43.7%
314.71M▲ 91.2%
373.85M▲ 18.8%
399.11M▲ 6.8%
328.46M▼ 17.7%
427.51M▲ 30.2%
554.98M▲ 29.8%
Operating Margin %22.01%27.7%26.88%40.59%41.99%46.69%40.01%47.85%42.49%
Operating Income Growth %268.26%27.01%43.75%91.18%18.79%6.76%-17.7%30.16%29.82%
Pretax Income
38.46M▲ 0%
84.91M▲ 120.8%
120.69M▲ 42.1%
278.54M▲ 130.8%
350.64M▲ 25.9%
350.03M▼ 0.2%
275.91M▼ 21.2%
373.76M▲ 35.5%
438.32M▲ 17.3%
Pretax Margin %9.39%20.54%19.71%35.92%39.39%40.95%33.61%41.83%33.56%
Income Tax12.63M21.21M28.2M66.02M72.25M74.52M62.75M84.89M108.26M
Effective Tax Rate %32.85%24.98%23.36%23.7%20.61%21.29%22.74%22.71%24.7%
Net Income
25.83M▲ 0%
63.7M▲ 146.7%
92.49M▲ 45.2%
212.52M▲ 129.8%
278.39M▲ 31.0%
275.51M▼ 1.0%
213.16M▼ 22.6%
288.86M▲ 35.5%
330.06M▲ 14.3%
Net Margin %6.3%15.41%15.1%27.41%31.27%32.23%25.96%32.33%25.27%
Net Income Growth %525.4%146.67%45.19%129.78%30.99%-1.03%-22.63%35.52%14.26%
Net Income (Continuing)25.83M63.7M92.49M212.52M278.39M275.51M213.16M288.86M330.06M
EPS (Diluted)
0.47▲ 0%
0.90▲ 91.5%
1.26▲ 40.0%
2.88▲ 128.6%
3.75▲ 30.2%
3.81▲ 1.6%
3.12▼ 18.1%
4.38▲ 40.4%
4.08▼ 6.8%
EPS Growth %651.64%91.49%40%128.57%30.21%1.6%-18.11%40.38%-6.85%
EPS (Basic)0.470.901.373.144.104.023.224.474.13
Diluted Shares Outstanding55.12M70.51M73.47M73.72M74.15M72.27M68.21M65.93M66.38M

VCTR Balance Sheet

Victory Capital Holdings, Inc. (VCTR) balance sheet — assets, liabilities & shareholders' equity

Line itemDec'17Dec'18Dec'19Dec'20Dec'21Dec'22Dec'23Dec'24Dec'25
Cash & Short Term Investments13.6M52.09M37.89M22.74M69.53M38.17M123.55M126.73M163.69M
Cash & Due from Banks12.92M51.49M37.12M22.74M69.53M38.17M123.55M126.73M163.69M
Short Term Investments677K601K771K000000
Total Investments11.34M13.32M19.08M2.32M912K466K534K605K99.39M
Investments Growth %83.94%17.5%43.21%-87.83%-60.72%-48.9%14.59%13.3%16328.76%
Long-Term Investments10.66M12.72M18.3M2.32M912K466K534K605K99.39M
Accounts Receivables46.19M41.13M93.63M84.93M97.76M82.73M86.13M99.32M30.63M
Goodwill & Intangibles692.11M671.79M1.58B1.57B2.33B2.3B2.26B2.24B3.71B
Goodwill284.11M284.11M404.75M404.75M981.8M981.8M981.8M981.8M1.24B
Intangible Assets408M387.68M1.18B1.16B1.35B1.31B1.28B1.26B2.48B
PP&E (Net)8.84M8.78M13.24M18.75M25.3M21.15M19.58M11.87M23.83M
Other Assets-786.57M-830.29M3.71M25.26M41.45M91.76M41.97M56.66M50.16M
Total Current Assets74.96M98.88M137.84M117.01M180.49M131.09M216.9M236.03M360.9M
Total Non-Current Assets717.67M702.63M1.62B1.61B2.4B2.41B2.33B2.31B3.89B
Total Assets
792.62M▲ 0%
801.51M▲ 1.1%
1.75B▲ 118.8%
1.73B▼ 1.3%
2.58B▲ 49.1%
2.54B▼ 1.5%
2.54B▲ 0.1%
2.55B▲ 0.2%
4.25B▲ 66.7%
Asset Growth %-6.85%1.12%118.75%-1.29%49.06%-1.51%0.07%0.2%66.74%
Return on Assets (ROA)3.14%7.99%7.24%12.2%12.92%10.76%8.39%11.35%9.71%
Accounts Payable327K607K271K35.17M62.1M50.86M56.48M57.95M72.39M
Total Debt483.23M268.86M924.54M779.01M1.13B985.51M989.27M963.86M970.01M
Net Debt470.3M217.37M887.42M756.27M1.06B947.34M865.72M837.13M806.32M
Long-Term Debt483.23M268.86M924.54M769.01M1.13B985.51M989.27M963.86M970.01M
Short-Term Debt00010.01M00000
Other Liabilities73.82M70.29M77.51M154.75M87.29M100.58M97.95M107.13M0
Total Current Liabilities31.85M26.19M207.9M99.43M371.48M281.26M273.68M197.84M373.31M
Total Non-Current Liabilities529.59M319.77M1.01B923.76M1.28B1.19B1.22B1.23B1.45B
Total Liabilities561.44M345.96M1.22B1.02B1.65B1.48B1.49B1.43B1.82B
Total Equity
701.49M▲ 0%
672.91M▼ 4.1%
537.87M▼ 20.1%
707.54M▲ 31.5%
929.93M▲ 31.4%
1.07B▲ 14.6%
1.05B▼ 1.2%
1.12B▲ 6.5%
2.42B▲ 116.2%
Equity Growth %-4.31%-4.07%-20.07%31.54%31.43%14.57%-1.16%6.52%116.18%
Equity / Assets (Capital Ratio)88.5%83.96%30.68%40.88%36.05%41.93%41.41%44.03%57.08%
Return on Equity (ROE)3.6%9.27%15.28%34.13%34%27.62%20.12%26.57%18.61%
Book Value per Share12.739.547.329.6012.5414.7415.4417.0136.53
Tangible BV per Share0.170.02-14.19-11.66-18.90-17.03-17.75-17.00-19.42
Common Stock572K706K720K742K772K805K824K839K879K
Additional Paid-in Capital435.33M604.4M624.77M647.6M673.57M705.47M728.28M752.37M2.1B
Retained Earnings-183.89M-119.71M-34.7M161.58M402.81M609.12M736.85M924.6M1.1B
Accumulated OCI64K-86K0-7.46M5.97M35.44M31.33M18.68M9.02M
Treasury Stock-20.9M-29.76M-52.91M-94.92M-153.2M-285.43M-444.29M-574.86M-786.01M
Preferred Stock00000000199K

VCTR Cash Flow Statement

Victory Capital Holdings, Inc. (VCTR) cash flow — operating, investing & free cash flow history

Line itemDec'17Dec'18Dec'19Dec'20Dec'21Dec'22Dec'23Dec'24Dec'25
Cash from Operations96.17M134.34M227.38M250.62M376.2M335.21M330.29M339.98M240.41M
Operating CF Growth %143.22%39.7%69.25%10.22%50.11%-10.89%-1.47%2.93%-29.29%
Net Income25.83M63.7M92.49M212.52M278.39M275.51M213.16M288.86M330.06M
Depreciation & Amortization29.91M23.28M23.87M16.38M18.84M43.2M41.65M30.18M72.85M
Deferred Taxes11.19M4.12M-745K34.6M19.49M35.65M21.54M32.52M32.18M
Other Non-Cash Items10.88M13.5M29.07M17.44M18.6M-41M-13.61M-10.04M-241.84M
Working Capital Changes1.19M12.41M60.57M-52.84M14.38M4.13M46.02M-21.62M-87.41M
Cash from Investing-8.53M-11.55M-849.81M-12.34M-556.59M-6.32M-7.84M-3.98M77.66M
Purchase of Investments-9.68M-7.78M-6.78M-8.85M-14.55M-24.2M-13.85M-13.31M-39.22M
Sale/Maturity of Investments5.25M2.77M2.91M4.57M9.88M24.01M11.18M10.64M66.83M
Net Investment Activity-4.43M-5M-3.87M-4.28M-4.67M-192K-2.67M-2.66M27.6M
Acquisitions-2M-4M-840.7M0-539.24M-880K0053.61M
Other Investing3.01M000000-37K0
Cash from Financing-91.27M-84.16M608.02M-252.7M227.22M-360.19M-237.13M-332.76M-329.45M
Dividends Paid-135.17M-831K-7.44M-16.24M-37.16M-69.2M-85.43M-101.12M-125.47M
Share Repurchases-4.65M-8.18M-15.54M-29.88M-31.53M-101.18M-139.3M-103.58M-144.93M
Stock Issued3.19M156.55M4.08M4.76M8.38M14.11M6.29M8.88M1.72M
Net Stock Activity-1.46M148.37M-11.46M-25.11M-23.16M-87.07M-133.01M-94.69M-143.2M
Debt Issuance (Net)1000K-1000K1000K-1000K1000K-1000K0-1000K-1000K
Other Financing-8.5M-10.48M-33.5M-48.96M-72.94M-54.87M-18.69M-107.43M175.05M
Net Change in Cash
-3.52M▲ 0%
38.57M▲ 1195.7%
-14.37M▼ 137.3%
-14.38M▼ 0.0%
46.79M▲ 425.4%
-31.36M▼ 167.0%
85.38M▲ 372.2%
3.18M▼ 96.3%
36.96M▲ 1060.8%
Exchange Rate Effect116K-65K42K43K-36K-70K58K-53K48.34M
Cash at Beginning16.44M12.92M51.49M37.12M22.74M69.53M38.17M123.55M126.73M
Cash at End12.92M51.49M37.12M22.74M69.53M38.17M123.55M126.73M163.69M
Interest Paid41.49M17.53M23.45M38.69M18.77M31.98M70.69M78.68M63.39M
Income Taxes Paid758K17.99M24.63M37.81M55.15M35.73M38.69M52.25M55.27M
Free Cash Flow
91.06M▲ 0%
131.8M▲ 44.7%
222.15M▲ 68.5%
242.56M▲ 9.2%
363.52M▲ 49.9%
329.97M▼ 9.2%
325.12M▼ 1.5%
338.7M▲ 4.2%
236.85M▼ 30.1%
FCF Growth %137.29%44.73%68.55%9.19%49.87%-9.23%-1.47%4.18%-30.07%

VCTR Banking Ratios

Victory Capital Holdings, Inc. (VCTR) financial ratios — P/E, ROE, debt and 30+ core market and balance-sheet ratios

Metric2016201720182019202020212022202320242025
Return on Equity (ROE)-1.24%3.6%9.27%15.28%34.13%34%27.62%20.12%26.57%18.61%
Return on Assets (ROA)-0.83%3.14%7.99%7.24%12.2%12.92%10.76%8.39%11.35%9.71%
Net Interest Margin-3.54%-5.94%-2.67%-1.94%-1.92%-0.72%-1.7%-2.07%-2.1%-0.87%
Efficiency Ratio24.6%17.56%14.11%19.81%11.32%11.82%6.6%15.53%11.45%28.59%
Equity / Assets86.15%88.5%83.96%30.68%40.88%36.05%41.93%41.41%44.03%57.08%
Book Value / Share10.2912.739.547.329.612.5414.7415.4417.0136.53
NII Growth-28.95%-56.49%54.6%-59.4%2.26%44.13%-132.28%-21.59%-1.61%30.57%
Dividend Payout-523.39%1.3%8.04%7.64%13.35%25.12%40.08%35%38.01%

VCTR SEC Filings & Documents

Victory Capital Holdings, Inc. (VCTR) SEC filings — annual & quarterly reports (10-K, 10-Q)

8-K Announcements

6
Material company update

May 6, 2026·SEC

Material company update

Apr 13, 2026·SEC

Material company update

Mar 24, 2026·SEC

10-K Annual Reports

2
FY 2026

Feb 26, 2026·SEC

FY 2025

Feb 28, 2025·SEC

10-Q Quarterly Reports

5
FY 2025

Nov 7, 2025·SEC

FY 2025

Aug 8, 2025·SEC

FY 2025

May 9, 2025·SEC

VCTR Frequently Asked Questions

Victory Capital Holdings, Inc. (VCTR) stock FAQ — growth, dividends, profitability & financials explained

Growth & Financials

Victory Capital Holdings, Inc. (VCTR) grew revenue by 46.2% over the past year. This is strong growth.

Yes, Victory Capital Holdings, Inc. (VCTR) is profitable, generating $330.1M in net income for fiscal year 2025 (25.3% net margin).

Dividend & Returns

Yes, Victory Capital Holdings, Inc. (VCTR) pays a dividend with a yield of 2.30%. This makes it attractive for income-focused investors.

Victory Capital Holdings, Inc. (VCTR) has a return on equity (ROE) of 18.6%. This is reasonable for most industries.

Industry Metrics

Victory Capital Holdings, Inc. (VCTR) has a net interest margin (NIM) of -0.9%. NIM has been under pressure due to interest rate environment.

Victory Capital Holdings, Inc. (VCTR) has an efficiency ratio of 28.6%. This is excellent, indicating strong cost control.

Explore More VCTR

Victory Capital Holdings, Inc. (VCTR) financial analysis — history, returns, DCA and operating performance tools

Total Return Calculator

Historical returns with dividends reinvested

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DCA Calculator

Dollar cost averaging vs lump sum

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Dividend History

Yield, growth, payout safety & DRIP

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Earnings History

EPS trends, net income & profitability

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Price History

Long-term charts & historical price data

→

Revenue History

Sales growth patterns & revenue breakdown

→

Financial Ratios

30 years of market, efficiency and balance-sheet ratios

→

Valuation

DCF intrinsic value, peer multiples & estimates

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