VCTR · Victory Capital Holdings, Inc.
$115.81
-1.96 (-1.66%)
At close · Aug 19
Market Cap
$7.24B
Shares
61.51M
Price & Indicators
20d MA
50d MA
200d MA
Earnings
Filing
Insider
Congress
Investor day
Close$115.81
Open$117.45
Day$115.78–119.25
52W close$60.76–118.81
Avg vol 30d546K
Short int2.8M · 4.5% float · 6.9d
Short vol51%
Last earningsAug 6, 2026
DataJan 2020–Aug 2026
Filing10-Q · Aug 6
Up next
Next earnings call
Nov 5, 2026
Est · unconfirmed
· in 11 wks
FQ3-26 quarter ends
~Sep 30, 2026
Est
filed Aug 6, 2026
AI Brief
TL;DR.
Bullish
Bearish
From the call
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Ask ALVIS about this →Equibles Rating
blended score · not investment adviceOverall
Buy
SellHoldBuy
Technical
Buy
Momentum
Very Strong
Sentiment
Neutral
Fundamentals
Fair
Quant / Vol
Moderate
Market backdrop
VIX 14.9 · calm
Equity put/call 0.52
Technical
price trend
50 / 200-day cross
No cross
Price vs 200-day avg
+50%
above
Price vs 50-day avg
+20%
above
RSI (14)
71
overbought
MACD trend
Positive
52-week position
95%
near high
Volume (OBV)
Confirms
volume backs price
Momentum
relative strength
1-month return
+21%
trailing
6-month return
+61%
trailing
YTD return
+84%
this year
Relative strength
+50%
vs S&P · 6-mo
Sentiment
smart money
Trend (MA cross)
No cross
50d $97 › 200d $77 — 50d above 200d
Institutional flow
Accumulating
+8% holders QoQ · +68 funds added
Insider flow
Flat
No net insider activity over 90 days
Short interest
Rising
4.51% of float · ▲ +7.2% MoM · 6.9 days cover
Volume signal
Normal
Volume near normal
Institution breadth
Multi-yr high
353 holders — near 3-yr high, broad support
Squeeze score
74
high risk · 0–100
Fundamentals
Revenue growth
+1%
Y/Y
EPS growth
−7%
Y/Y
Free cash flow
$381.3M
Valuation
P/E 21.6
in line
Buyback
$355.1M
remaining
Balance sheet
$806.3M
net debt
Quant / Vol
risk profile
Volatility
31%
annualized · 1-yr
Max drawdown
−19%
past year
ATR
2.9%
of price · 14-day
Blended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance & track record
Latest guidance
· from the Earnings Call filed Jun 30, 2026
long-term
Long-term adjusted EBITDA margin
Non-GAAP
50%
going forward
Fee rate
0.46% – 0.47%
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders Buy
50 / 200-day cross
No cross
Neutral
Price vs 200-day avg
+50%
Bullish
Price vs 50-day avg
+20%
Bullish
RSI (14)
71
Bearish
MACD trend
Positive
Bullish
52-week position
95%
Bullish
Volume (OBV)
Confirms
Neutral
Market signals — smart money & positioning
Bullish · 2 of 6
Trend (MA cross)
No cross
50d $97 › 200d $77 — 50d above 200d
Institutional flow
Accumulating
+8% holders QoQ · +68 funds added
Insider flow
Flat
No net insider activity over 90 days
Short interest
Rising
4.51% of float · ▲ +7.2% MoM · 6.9 days cover
Volume signal
Normal
Volume near normal
Institution breadth
Multi-yr high
353 holders — near 3-yr high, broad support
Price context
position in its 52-week range
Range low $61
Now $116 · 95%
Range high $119
vs 200-day avg +50%
vs 50-day avg +20%
Illustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
the company's own KPIs, from written earnings releases and filings| Metric | Latest | Period | YoY |
|---|---|---|---|
| Adjusted EBITDA non-GAAP | 446.7M | Six Months Ended June 30, 2026 | — |
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| Adjusted EBITDA margin non-GAAP | 54.3% | Six Months Ended June 30, 2026 | — |
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| Adjusted net income non-GAAP | 314.8M | Six Months Ended June 30, 2026 | — |
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| Adjusted net income per diluted share non-GAAP | $3.77 | Six Months Ended June 30, 2026 | — |
| Adjusted net income with tax benefit non-GAAP | 336.1M | Six Months Ended June 30, 2026 | — |
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| Adjusted net income with tax benefit per diluted share non-GAAP | $4.02 | Six Months Ended June 30, 2026 | — |
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| Assets Under Management (Average) | 325.05B | Six Months Ended June 30, 2026 | — |
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| Assets Under Management (Ending) | 342.45B | Six Months Ended June 30, 2026 | — |
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| AUM net cash flows | $4.11B | Q2 2026 | — |
| Average other assets (institutional) | 3.28B | Six Months Ended June 30, 2026 | — |
| Average total client assets | 328.32B | Six Months Ended June 30, 2026 | — |
| Capital returned to shareholders | $138M | Q2 2026 | — |
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| Ending assets under management | 342.45B | June 30, 2026 | — |
| Ending AUM | $342.45B | Q2 2026 | — |
| Ending other assets (institutional) | 3.61B | June 30, 2026 | — |
| Ending total client assets | 346.06B | June 30, 2026 | — |
| Gross client cash inflows | 41.61B | Six Months Ended June 30, 2026 | — |
| Long-term Gross Flows | 41.06B | Six Months Ended June 30, 2026 | — |
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| Long-term Net Flows | 3.74B | Six Months Ended June 30, 2026 | — |
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| Net client cash flows | 3.46B | Six Months Ended June 30, 2026 | — |
| Number of investment strategies | 189 | Q2 2026 | — |
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| Other assets | 3.6B | Q2 2026 | — |
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| Percentage of AUM Outperforming Benchmark - 1-Year | 71% | Q2 2026 | — |
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| Percentage of AUM Outperforming Benchmark - 10-Years | 81% | Q2 2026 | — |
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| Percentage of AUM Outperforming Benchmark - 3-Years | 68% | Q2 2026 | — |
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| Percentage of AUM Outperforming Benchmark - 5-Years | 65% | Q2 2026 | — |
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| Shares of Common Stock repurchased | 1.1M | Q2 2026 | — |
| Shares of VCTR common stock repurchased | 1.1M | Q2 2026 | — |
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| Total client assets | $346.1B | As of June 30, 2026 | — |
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| Total client assets net cash flows | 3.85B | Six Months Ended June 30, 2026 | — |
| Total Gross Flows | 41.61B | Six Months Ended June 30, 2026 | — |
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| Total Net Flows | 3.46B | Six Months Ended June 30, 2026 | — |
| Assets Under Management | 309.8B | Q1 2026 | — |
| AUM revenue realization | 47.6 | Q1 2026 | — |
| Net expense synergies achieved (Pioneer Investments integration) | 104M | Q1 2026 | — |
Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period
Versus peers
Asset Management — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
VCTR
this stock
Victory Capital Holdings, Inc.
|
$7.24B | +83.6% | +0.9% | 21.6 | 4.5% |
|
BLK
BlackRock, Inc.
|
$375.11B | +8.3% | +16.2% | 27.7 | 0.7% |
|
BX
Blackstone Inc.
|
$105.53B | -5.9% | +9.2% | 31.5 | 3.5% |
|
KKR
KKR & Co. Inc.
|
$97.69B | -13.4% | -11.0% | — | 1.6% |
|
BN
BROOKFIELD Corp /ON/
|
$94.05B | -8.1% | — | — | 0.9% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionOwnership
Short & Settlement
Smart Money
Financials
Filings
Performance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| VCTR | -0.4% | +20.6% | +61.2% | +16.9% | +83.6% |
| SPY | -0.4% | +2.9% | +11.6% | +3.0% | +12.8% |
| vs SPY | +0.1% | +17.7% | +49.6% | +14.0% | +70.8% |
Capital returns
Latest dividend
$0.50
/ share · ex Jun 10, 2026
Declared · upcoming
$0.50
/ share · ex Sep 10, 2026
Paid (TTM)
$1.97
/ share · 4 payouts
Dividend yield (TTM, derived)
1.70%
Buyback programs
· 2 active
· as of Sep 30, 2025
Authorized (total)
$700.00M
Spent (derived)
$344.90M
Remaining
$355.10M
Spent
Remaining
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.
Key facts
CIK
1570827
CUSIP
92645B103
13F (30d)
314 filings
312 filers
Visit website
Investor relations