VCTR · Victory Capital Holdings, Inc.
Price & Indicators
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AI Brief
TL;DR.
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 adviceBlended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance & track record
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders Strong BuyIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
the company's own KPIs, from its earnings releases, calls, and filings| Metric | Latest | Period | YoY |
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| Adjusted EBITDA non-GAAP | $242.7M | Q2 2026 | — |
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| Adjusted EBITDA margin non-GAAP | 55.8% | Q2 2026 | — |
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| Adjusted net income non-GAAP | $172.2M | Q2 2026 | — |
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| Adjusted net income with tax benefit non-GAAP | $182.9M | Q2 2026 | — |
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| Adjusted net income with tax benefit per diluted share non-GAAP | $2.21 | Q2 2026 | — |
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| Assets Under Management (Average) | $331,345M | Q2 2026 | — |
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| Assets Under Management (Ending) | $342,450M | Q2 2026 | — |
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| AUM revenue realization | 47.9 | Q2 2026 | — |
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| Capital returned to shareholders | $138M | Q2 2026 | — |
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| Long-term Gross Flows | $22,113M | Q2 2026 | — |
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| Long-term Net Flows | $4,201M | Q2 2026 | — |
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| 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 VCTR common stock repurchased | 1.1M | Q2 2026 | — |
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| Total Client Assets | $346.1B | Q2 2026 | — |
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| Total Gross Flows | $22,424M | Q2 2026 | — |
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| Total Net Flows | $4,110M | Q2 2026 | — |
| Assets Under Management | 309.8B | Q1 2026 | — |
| Net expense synergies achieved (Pioneer Investments integration) | 104M | Q1 2026 | — |
Figures exactly as the company stated them · click a metric with a to chart its history · period links open the stating document · "call" marks figures stated on the earnings call, "filing" figures stated in the 10-K/10-Q · YoY needs the prior-year figure on file
Versus peers
Asset Management — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
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VCTR
this stock
Victory Capital Holdings, Inc.
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$6.25B | +60.5% | +0.9% | 18.7 | 4.2% |
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BLK
BlackRock, Inc.
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$366.97B | +7.1% | +16.2% | 28.4 | 0.6% |
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BX
Blackstone Inc.
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$99.14B | -9.0% | +9.2% | 34.2 | 3.2% |
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BN
BROOKFIELD Corp /ON/
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$98.23B | -2.6% | — | — | 0.7% |
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KKR
KKR & Co. Inc.
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$94.86B | -16.8% | -11.0% | — | 1.7% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| VCTR | +2.6% | +13.3% | +32.8% | +1.0% | +60.5% |
| SPY | +5.5% | +3.3% | +11.3% | +3.1% | +12.9% |
| vs SPY | -3.0% | +10.0% | +21.6% | -2.1% | +47.6% |
Capital returns
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.