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VCTR · Victory Capital Holdings, Inc.

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$118.24 +0.07 (+0.06%) At close · Aug 14
Market Cap
$7.15B
Shares
61.51M

Price & Indicators

Indicators
Price
Panels
Event markers
20d MA 50d MA 200d MA Earnings Filing Insider Congress Investor day
Close$118.24 Open$117.82 Day$116.62–118.81 52W close$60.76–118.24 Avg vol 30d541K Short int2.8M · 4.5% float · 6.9d Short vol64% Last earningsAug 6, 2026 DataJan 2020–Aug 2026 Filing10-Q · Aug 6

Up next

Next earnings call
Nov 5, 2026 Est · unconfirmed · in 12 wks
FQ3-26 quarter ends
~Sep 30, 2026 Est
Latest filing: 10-Q
filed Aug 6, 2026

AI Brief

TL;DR.

Bullish
    Bearish

      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 advice
      Overall
      Buy
      SellHoldBuy
      Technical Buy Momentum Very Strong Sentiment Neutral Fundamentals Fair Quant / Vol Moderate
      Market backdrop VIX 14.3 · calm Equity put/call 0.52
      Technical
      price trend
      Buy
      50 / 200-day cross No cross
      Price vs 200-day avg +55%
      above
      Price vs 50-day avg +25%
      above
      RSI (14) 79
      overbought
      MACD trend Positive
      52-week position 100%
      near high
      Volume (OBV) Confirms
      volume backs price
      Momentum
      relative strength
      Very Strong
      1-month return +20%
      trailing
      6-month return +59%
      trailing
      YTD return +87%
      this year
      Relative strength +45%
      vs S&P · 6-mo
      Sentiment
      smart money
      Neutral
      Trend (MA cross) No cross
      50d $95 › 200d $76 — 50d above 200d
      Institutional flow Accumulating
      +6% holders QoQ · +66 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
      346 holders — near 3-yr high, broad support
      Squeeze score 73
      high risk · 0–100
      Fundamentals
      Fair
      Revenue growth +1%
      Y/Y
      EPS growth −7%
      Y/Y
      Free cash flow $381.3M
      Valuation P/E 21.3
      in line
      Buyback $355.1M
      remaining
      Balance sheet $806.3M
      net debt
      Quant / Vol
      risk profile
      Moderate
      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
      1 · 2 · 4
      50 / 200-day cross
      No cross Neutral
      Price vs 200-day avg
      +55% Bullish
      Price vs 50-day avg
      +25% Bullish
      RSI (14)
      79 Bearish
      MACD trend
      Positive Bullish
      52-week position
      100% Bullish
      Volume (OBV)
      Confirms Neutral
      Market signals — smart money & positioning
      Bullish · 2 of 6
      Trend (MA cross) No cross
      50d $95 › 200d $76 — 50d above 200d
      Institutional flow Accumulating
      +6% holders QoQ · +66 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
      346 holders — near 3-yr high, broad support
      Price context
      position in its 52-week range
      Range low $61 Now $118 · 100% Range high $118
      vs 200-day avg +55% vs 50-day avg +25%

      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
      GAAP → non-GAAP reconciliation
      GAAP Net income (GAAP) 139.4M
      +431K Other business taxes
      +18.3M Amortization of acquisition-related intangible assets
      +10.84M Share-based compensation
      +8.72M Acquisition, restructuring and exit costs
      +2.62M Debt issuance costs
      -8.14M Tax effect of above adjustments
      = Adjusted net income 172.16M
      Total Net Flows $4.11B 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 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
      Open screener →
      Company Mkt cap YTD Rev growth Y/Y P/E Short % shares
      VCTR
      Victory Capital Holdings, Inc.
      this stock
      		$7.15B +87.4% +0.9% 21.3 4.5%
      BLK
      BlackRock, Inc.
      		 $381.41B +9.7% +16.2% 28.1 0.7%
      BX
      Blackstone Inc.
      		 $108.04B -6.6% +9.2% 32.3 3.5%
      KKR
      KKR & Co. Inc.
      		 $102.34B -10.6% -11.0% — 1.6%
      BN
      BROOKFIELD Corp /ON/
      		 $97.94B -4.4% — — 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 section
      Ownership
      Institutional Holders Reducing
      Holders
      346
      % held
      74.0%
      Net QoQ
      -5.2M sh
      Top holder
      BlackRock, Inc.
      Held Float
      View
      Held by Funds
      Fund positions
      453
      View
      Short & Settlement
      Short Interest Rising
      Shares short
      2.8M
      Days to cover
      6.9d
      Change
      +186.7K sh
      View
      Short Volume
      Short vol %
      64%
      As of
      Aug 14, 2026
      Short Total
      View
      Fails to Deliver
      FTD shares
      119
      Value
      $10.9K
      As of
      Jul 14, 2026
      View
      Off-Exchange
      Off-exchange %
      40.2%
      Week of
      Jul 6, 2026
      Off-exch Lit
      View
      Smart Money
      Congressional Trades Sell
      Member
      Thomas H Tuberville
      Amount
      $1.0K–$15.0K
      Traded
      Apr 3, 2023
      View
      Financials
      Financials
      Revenue (FY)
      $1.3B
      Net income (FY)
      $330.1M
      EPS diluted
      $4.08
      View
      Buybacks
      Authorized · 2 programs
      $700.0M
      Remaining
      $355.1M
      Spent Remaining
      View
      Filings
      SEC Filings
      Latest
      8-K
      Filed
      Aug 12, 2026
      This year
      24
      View
      Proposed Sales
      Value
      $1.0M
      Shares
      30.9K
      Filed
      Dec 6, 2023
      View
      Earnings & Events
      Earnings Calls
      Last call
      Aug 6, 2026
      View
      Investor Relations
      Latest news
      Victory Capital Reports July 2026…
      Published
      Aug 12, 2026
      View

      Performance

      5D 20D 120D MTD YTD
      VCTR +9.3% +20.0% +59.1% +19.4% +87.4%
      SPY +0.4% +4.5% +13.8% +3.9% +13.9%
      vs SPY +8.9% +15.6% +45.3% +15.5% +73.6%

      Capital returns

      Latest dividend
      $0.50 / share · ex Jun 10, 2026
      Declared · upcoming
      $0.50 / share · ex Sep 10, 2026
      Raised 2%
      Paid (TTM)
      $1.97 / share · 4 payouts
      Dividend yield (TTM, derived)
      1.67%
      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) 325 filings 323 filers Visit website Investor relations

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