Stock Fundamentals

Company Information

Company Name
Victory Capital Holdings Inc
Sector
Financial Services
Industry
Asset Management
Exchange
NASDAQ
ISIN: US92645B1035
CIK: 0001570827
CUSIP: 92645B103
Currency: USD
Full Time Employees: 699
Phone: 216 898 2400
Fiscal Year End: December
IPO Date: Feb 08, 2018
Description:

Victory Capital Holdings, Inc., together with its subsidiaries, operates as an asset management company in the United States and internationally. It offers specialized investment strategies to institutions, intermediaries, retirement platforms, and individual investors. The company also provides various investment products, including actively and passively managed mutual funds, rules-based and active exchange traded funds (ETF), institutional separate accounts, variable insurance products, alternative investments, private closed end funds, and a 529 education savings plan; and third-party investment products, such as mutual funds, third-party ETF model strategies, retail separately managed accounts, unified managed accounts, collective investment trusts, undertakings for the collective investment in transferable securities, and other pooled vehicles. In addition, it offers investment management services, fund administration services, fund transfer agent services, and fund distribution services. Victory Capital Holdings, Inc. was incorporated in 2013 and is based in San Antonio, Texas.

Address:

15935 La Cantera Parkway, San Antonio, TX, United States, 78256

Directors & Officers

Name Title Year Born
Mr. David Craig Brown CPA Chairman of the Board of Directors & CEO 1974
Mr. Michael Dennis Policarpo II, CPA President, CFO & Chief Administrative Officer 1975
Ms. Nina Gupta Chief Legal Officer, Head of Human Resource Administration & Corporate Secretary 1976
Mr. Mannik S. Dhillon C.A.I.A., C.F.A. President of Investment Franchises & Solutions and Head of ETFs 1980
Mr. Thomas Michael Sipp C.F.A. Executive Vice President 1970
Ms. Molly Weiss CTO & Head of Digital Innovation NA
Carly Thomas Director of Investor Relations & Responsible Business NA
Ms. Jessica Davila Director of Global Communications NA
Ms. Lisa Marie Seballos Director of Finance NA

Insider Trading

Date Insider Name Title Transaction Type Shares Price Value
Jul 17, 2023 David Craig Brown N/A Sale 20.76K $33.55 $696.40K
Jul 14, 2023 David Craig Brown N/A Sale 68.15K $33.66 $2.29M
Jul 12, 2023 David Craig Brown N/A Sale 57.91K $33.63 $1.95M

Institutional Holders

Holder Name Shares Date Reported % Out Value % Change
BlackRock Inc 6.97M Mar 31, 2026 11.14% $0.01 0.38%
Vanguard Group Inc 4.81M Dec 31, 2025 7.70% $0.00 1.54%
Crestview Partners II GP, LP 4.10M Mar 31, 2026 6.55% $78.65 0.01%
Van Berkom and Associates Inc 3.11M Mar 31, 2026 4.97% $3.34 84.69%
Amundi 3.05M Mar 31, 2026 4.89% $0.05 0.00%
Bahl & Gaynor Inc. 2.70M Mar 31, 2026 4.32% $0.89 30.68%
Capital World Investors 2.42M Mar 31, 2026 3.87% $0.02 -35.84%
State Street Corp 1.84M Mar 31, 2026 2.95% $0.00 -0.71%
Dimensional Fund Advisors, Inc. 1.74M Mar 31, 2026 2.79% $0.02 14.55%
Geode Capital Management, LLC 1.17M Mar 31, 2026 1.87% $0.00 -0.67%
Granahan Investment Management Inc.. 1.09M Mar 31, 2026 1.74% $3.44 1.13%
Bank of America Corp 1.01M Mar 31, 2026 1.61% $0.00 12.39%
Franklin Resources Inc 993.18K Mar 31, 2026 1.59% $0.02 25.90%
FMR Inc 815.40K Mar 31, 2026 1.30% $0.00 254.24%
LSV Asset Management 749.60K Mar 31, 2026 1.20% $0.11 -8.66%
Impax Asset Management Group PLC 650.00K Mar 31, 2026 1.04% $0.30 0.00%
Annex Advisory Services, LLC 591.84K Mar 31, 2026 0.95% $0.73 2.98%
Charles Schwab Investment Management Inc 588.45K Mar 31, 2026 0.94% $0.01 6.95%
Royce & Associates, LP 583.39K Mar 31, 2026 0.93% $0.38 2.26%
Fidelity International Ltd 572.40K Mar 31, 2026 0.92% $0.03 34.68%

Shares Statistics

Shares Outstanding: 62.53M
Shares Float: 44.55M
% Insiders: 1,049.70%
% Institutions: 8,289.20%
Short % Float: 7.24%

Fund Holdings

Rank Holder Name Shares Held % of Shares Change Date Reported
1 iShares Core S&P Small-Cap ETF 2.90M 4.64% ▲ 0.02% Apr 30, 2026
2 American Funds SMALLCAP World A 2.00M 3.19% ▼ 40.02% Mar 31, 2026
3 Vanguard Total Stock Mkt Idx Inv 1.64M 2.62% ▲ 0.29% Apr 30, 2026
4 Van Berkom Sm-Cap Eq 1.51M 2.41% ▼ 7.86% Mar 31, 2026
5 iShares Russell 2000 ETF 1.06M 1.70% ▲ 0.85% Apr 30, 2026
6 Bahl & Gaynor Sm/Md Cp Inc Gr ETF 821.58K 1.31% ▲ 0.00% Apr 30, 2026
7 Impax Small Cap Institutional 650.00K 1.04% ▲ 0.00% Mar 31, 2026
8 Impax US Small Cap Strategy Composite 650.00K 1.04% ▲ 0.00% Mar 31, 2026
9 Vanguard Small Cap Index 590.51K 0.94% ▲ 0.01% Apr 30, 2026
10 Vanguard Institutional Extnd Mkt Idx Tr 536.18K 0.86% ▲ 1.05% Apr 30, 2026

Valuation Metrics

Enterprise Value: $6.23B
Trailing P/E: 19.11
Forward P/E: 12.03

Financial Highlights

Market Cap: $5.32B
EBITDA: $740.22M
P/E Ratio: $19.11
Book Value: $37.73
Dividend/Share: $1.96
Dividend Yield: 2.31%
Earnings/Share: $4.45
Profit Margin: 25.79%
Operating Margin: 45.85%
ROA (TTM): 12.16%
ROE (TTM): 21.70%
Revenue (TTM): $1.47B
Revenue/Share (TTM): $22.54
Earnings Growth (YOY): 38.50%
Revenue Growth (YOY): 76.70%

Stock Price History

1 Year Price History

2 Years Price History

5 Years Price History

10 Years Price History

Financial Charts

Revenue & Net Income (Yearly)

Revenue & Net Income (Quarterly)

Operating Expenses (Yearly)

Operating Expenses (Quarterly)

Balance Sheet (Yearly)

Balance Sheet (Quarterly)

Assets Breakdown (Yearly)

Assets Breakdown (Quarterly)

Liabilities Breakdown (Yearly)

Liabilities Breakdown (Quarterly)

Earnings Per Share (EPS) History

Financial Ratios

Balance Sheet (Yearly)

Financial Ratios

Date Current Ratio Debt/Equity Debt/Assets Interest Coverage Debt/EBITDA
2025-12-31 0.97x 0.40x 0.43x 8.47x 1.71x
2024-12-31 1.19x 0.86x 0.56x 5.52x 2.01x
2023-12-31 0.79x 0.94x 0.59x 4.28x 2.52x
2022-12-31 0.56x 1.85x 0.58x 8.51x 4.48x
2021-12-31 0.49x 2.43x 0.64x 15.16x 5.76x
2020-12-31 0.87x 1.10x 0.59x 8.50x 2.37x
2019-12-31 0.66x 3.44x 0.69x 4.02x 10.11x
2018-12-31 3.78x 0.59x 0.43x 5.36x 2.08x
2017-12-31 2.35x 2.09x 0.71x 1.92x 4.19x
2016-12-31 2.17x 2.54x 0.61x 0.79x 16.03x
2015-12-31 1.95x 2.50x 0.60x 1.42x 10.77x

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