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VCTRVictory Capital Holdings, Inc.
$83.43$5.3B
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Victory Capital Holdings, Inc. (VCTR) Financials

11Y historyFree accessUpdated daily

Revenue growth has been significant, scaling to $388.4 million in 2026Q1, though operating margins remain sensitive to integration costs, fluctuating between 26.8% and 61.4% over the last ten quarters.

VCTR Income Statement

Income StatementBalance SheetCash FlowRatios
AnnualQuarterly
MetricTTMDec'25Dec'24Dec'23Dec'22Dec'21Dec'20Dec'19Dec'18Dec'17Dec'16Dec'15
Net Interest Income-39.08M-37.07M-53.4M-52.55M-43.22M-18.61M-33.3M-34.07M-21.38M-47.09M-30.09M-23.33M
NII Growth %93.17%30.57%-1.61%-21.59%-132.28%44.13%2.26%-59.4%54.6%-56.49%-28.95%-
Net Interest Margin %-0.94%-0.87%-2.1%-2.07%-1.7%-0.72%-1.92%-1.94%-2.67%-5.94%-3.54%-3.76%
Interest Income27.78M28.48M24.04M24.21M3.68M6.04M3.7M6.83M001.09M47K
Interest Expense66.86M65.56M77.44M76.76M46.9M24.65M37.01M40.9M21.38M47.09M31.18M23.38M
Loan Loss Provision362.17M312.14M286.27M288.29M352.4M386.57M335.84M285.53M219.19M200.47M168.94M121.92M
Non-Interest Income1.45B1.28B869.44M796.81M851.12M884.22M771.65M605.54M413.41M409.63M296.8M240.72M
Non-Interest Income %98.12%97.82%97.31%97.05%99.57%99.32%99.52%98.88%100%100%99.64%99.98%
Total Revenue1.47B1.31B893.48M821.03M854.8M890.26M775.35M612.37M413.41M409.63M297.88M240.76M
Revenue Growth %257.87%46.19%8.82%-3.95%-3.98%14.82%26.61%48.13%0.92%37.51%23.72%-
Non-Interest Expense405.51M373.46M102.26M127.52M56.39M105.2M87.79M121.32M58.33M71.91M73.29M62.24M
Efficiency Ratio27.49%28.59%11.45%15.53%6.6%11.82%11.32%19.81%14.11%17.56%24.6%25.85%
Operating Income640.39M554.98M427.51M328.46M399.11M373.85M314.71M164.62M114.52M90.17M24.48M33.22M
Operating Margin %43.42%42.49%47.85%40.01%46.69%41.99%40.59%26.88%27.7%22.01%8.22%13.8%
Operating Income Growth %-29.82%30.16%-17.7%6.76%18.79%91.18%43.75%27.01%268.26%-26.29%-
Pretax Income505.78M438.32M373.76M275.91M350.03M350.64M278.54M120.69M84.91M38.46M-9.07M7.22M
Pretax Margin %34.29%33.56%41.83%33.61%40.95%39.39%35.92%19.71%20.54%9.39%-3.05%3%
Income Tax125.55M108.26M84.89M62.75M74.52M72.25M66.02M28.2M21.21M12.63M-3M3.42M
Effective Tax Rate %24.82%24.7%22.71%22.74%21.29%20.61%23.7%23.36%24.98%32.85%33.07%47.38%
Net Income380.23M330.06M288.86M213.16M275.51M278.39M212.52M92.49M63.7M25.83M-6.07M3.8M
Net Margin %25.78%25.27%32.33%25.96%32.23%31.27%27.41%15.1%15.41%6.3%-2.04%1.58%
Net Income Growth %28.83%14.26%35.52%-22.63%-1.03%30.99%129.78%45.19%146.67%525.4%-259.76%-
Net Income (Continuing)380.23M330.06M288.86M213.16M275.51M278.39M212.52M92.49M63.7M25.83M-6.07M3.8M
EPS (Diluted)5.914.084.383.123.813.752.881.260.900.47-0.090.05
EPS Growth %-1.11%-6.85%40.38%-18.11%1.6%30.21%128.57%40%91.49%651.64%-259.55%-
EPS (Basic)-4.134.473.224.024.103.141.370.900.47-0.090.06
Diluted Shares Outstanding64.39M66.38M65.93M68.21M72.27M74.15M73.72M73.47M70.51M55.12M71.22M71.22M

Key Metrics

Growth RegimeAccelerating
ProfitabilityStrong
Balance SheetHealthy
Cash FlowRobust
Top Statement Risk

Key person and integration risk

Verified Source

Metrics are mathematically derived from official filings.

SEC 10-K (2026Q1)

Revenue Scaling Through Inorganic Expansion

As evidenced by the jump from $215.9 million in 2024Q1 to $388.4 million in 2026Q1, Victory Capital has achieved significant top-line expansion, though the trajectory appears heavily influenced by acquisition-driven volume rather than organic inflows, warranting caution regarding the sustainability of this growth rate in future periods.

The revenue trajectory suggests a step-function increase that aligns with the company's aggressive acquisition strategy. Investors should monitor whether the firm can maintain this momentum through organic AUM growth, as the current figures may mask underlying volatility in fee-earning assets.

Structural Efficiency Amidst Margin Volatility

Based on reported financial data, Victory Capital maintains a robust gross margin profile, consistently hovering around 70% to 74% in most quarters, which suggests that the centralized platform model effectively captures economies of scale despite occasional fluctuations in operating margins due to integration-related expenses.

The stability of gross margins indicates strong pricing power and effective cost management within the investment franchises. However, the variability in operating margins suggests that integration costs and personnel-related compensation remain significant levers that can impact bottom-line profitability in any given quarter.

Stock-Based Compensation Distorts Earnings Clarity

According to recent income statements, the company's net income is periodically impacted by significant stock-based compensation charges, such as the $101.0 million recorded in 2025Q4, which complicates the assessment of true operational profitability and suggests that headline EPS may not fully reflect cash-generating performance.

The lumpy nature of these non-cash charges warrants careful adjustment when evaluating the company's core earnings power. Analysts should focus on normalized figures to determine if the underlying business is generating sufficient cash flow to support its current valuation and capital allocation strategy.

Operating Leverage Scaling Through Centralization

As reported in financial filings, the company demonstrates significant operating leverage, with operating income scaling effectively alongside revenue growth, suggesting that the centralized distribution and support platform is successfully absorbing the administrative burden of newly acquired boutiques without requiring proportional increases in overhead costs.

The ability to scale operating income faster than revenue during periods of integration is a positive indicator of operational efficiency. This leverage appears to be a core component of the firm's value proposition, provided that the cost-synergy extraction remains disciplined and does not compromise investment performance.

Sustainability of Acquisition-Driven Growth Model

While the company's growth appears impressive, a critical analysis of the income statement suggests that the reliance on inorganic expansion may be masking potential organic stagnation, as the high growth rates observed in recent quarters may prove difficult to replicate without further large-scale capital deployment.

Short-term performance may be inflated by the timing of acquisitions, which could obscure the long-term impact of industry-wide fee compression. Investors should investigate whether the current valuation accounts for the potential difficulty of maintaining these growth rates as the pool of attractive acquisition targets diminishes.

VCTR — Frequently Asked Questions

Quick answers to the most common questions about buying VCTR stock.

Is Victory Capital Holdings, Inc. (VCTR) profitable?

Victory Capital Holdings, Inc. (VCTR) is profitable, generating $330.1M in net income for the fiscal year ending 2025 with a net profit margin of 25.3%.

What is Victory Capital Holdings, Inc.'s operating profit margin?

Victory Capital Holdings, Inc. (VCTR) reported an operating income of $555.0M, resulting in an operating profit margin of 42.5%. This margin reflects the operational efficiency of the business before interest and taxes.

What is Victory Capital Holdings, Inc.'s gross profit and gross margin?

Victory Capital Holdings, Inc. (VCTR) generated $928.4M in gross profit for the year, representing a gross profit margin of 71.1%. This demonstrates the company's core pricing power and production efficiency.