- ISIN
- US92645B1035
- CUSIP
- 92645B103
- Sector
- Financial Services
- Industry
- Asset Management
- IPO Date
- Feb 8, 2018
Highlights
- Market Cap
- $5.77B
- Enterprise Value
- $5.69B
- EPS (TTM)
- $6.84
- PE Ratio
- 13.48
- PEG Ratio
- 5.76
- Total Revenue (TTM)
- $1.47B
- Gross Profit (TTM)
- $766.06M
- EBITDA (TTM)
- $615.91M
- Year Range
- $57.03 - $92.83
- Target Price
- $78.00
- ROA (TTM)
- 10.91%
- ROE (TTM)
- 19.14%
Share Price Chart
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Performance
VCTR Performance Chart
Victory Capital Holdings, Inc. (VCTR) is up 48.1% since the beginning of the year. At $92 per share, VCTR is trading just below its 52-week high of $93. Investors who bought $1,000 worth of VCTR shares 5 years ago would now be looking at an investment worth $3,275.
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Returns By Period
Victory Capital Holdings, Inc. (VCTR) has returned 48.09% so far this year and 46.54% over the past 12 months.
Victory Capital Holdings, Inc.
- 1D
- 3.17%
- 1M
- 8.72%
- 6M
- 35.97%
- YTD
- 48.09%
- 1Y
- 46.54%
- 3Y*
- 44.98%
- 5Y*
- 26.78%
- 10Y*
- —
Benchmark (S&P 500 Index)
- 1D
- 0.42%
- 1M
- 1.94%
- 6M
- 8.74%
- YTD
- 10.66%
- 1Y
- 21.02%
- 3Y*
- 19.50%
- 5Y*
- 11.63%
- 10Y*
- 13.41%
VCTR Monthly Returns History
Based on dividend-adjusted daily data since Feb 8, 2018, VCTR's average daily return is +0.13%, while the average monthly return is +2.73%. At this rate, an investment would double in approximately 2.1 years.
Historically, 60% of months were positive and 40% were negative. The best month was Nov 2018 with a return of +57.1%, while the worst month was Oct 2018 at -18.2%. The longest winning streak lasted 5 consecutive months, and the longest losing streak was 5 months.
On a daily basis, VCTR closed higher 52% of trading days. The best single day was Nov 7, 2018 with a return of +20.0%, while the worst single day was Jun 11, 2020 at -15.2%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 11.79% | -1.91% | -4.67% | 19.90% | 7.69% | -0.02% | 9.73% | 48.09% | |||||
| 2025 | 1.10% | -2.57% | -9.63% | -1.00% | 8.24% | 3.47% | 8.23% | 3.44% | -8.52% | -3.84% | 1.00% | 1.10% | -0.76% |
| 2024 | -2.06% | 13.93% | 11.35% | 19.87% | 2.30% | -7.58% | 9.76% | 4.16% | 2.33% | 8.18% | 15.94% | -5.17% | 95.94% |
| 2023 | 10.47% | 14.57% | -12.96% | 4.34% | 1.41% | 2.83% | 5.14% | 3.80% | -2.20% | -11.64% | 9.13% | 8.18% | 33.46% |
| 2022 | -10.57% | 1.53% | -12.21% | -6.51% | 4.78% | -13.98% | 14.81% | -3.22% | -12.17% | 24.07% | 0.28% | -6.64% | -23.85% |
| 2021 | -14.47% | 11.92% | 8.01% | 8.57% | 8.18% | 7.99% | -5.57% | 14.89% | 0.39% | 8.25% | -7.49% | 4.69% | 49.73% |
Benchmark Metrics
Victory Capital Holdings, Inc. has an annualized alpha of 19.69%, beta of 1.11, and R2 of 0.30 versus S&P 500 Index. Calculated based on daily prices since February 08, 2018.
- This stock captured 164.97% of S&P 500 Index gains and 100.92% of its losses - amplifying both gains and losses, but participating more in upside than downside.
- R2 of 0.30 means the benchmark explains less than half of this stock's behavior - treat beta with caution or consider switching to a more representative benchmark.
- Alpha
- 19.69%
- Beta
- 1.11
- R²
- 0.30
- Upside Capture
- 164.97%
- Downside Capture
- 100.92%
Return for Risk
Risk / Return Rank
VCTR ranks 81 for risk / return — in the top 81% of stocks on our site. This means strong returns relative to risk — exactly what professional investors look for. Well-suited for investors who want to maximize return per unit of risk.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for Victory Capital Holdings, Inc. (VCTR) and compare them to S&P 500 Index.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| VCTR | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.28 | ||
| Sortino ratioReturn per unit of downside risk | -0.26 | ||
| Omega ratioGain probability vs. loss probability | 1.24 | 1.30 | -0.06 |
| Calmar ratioReturn relative to maximum drawdown | 2.39 | 2.28 | +0.11 |
| Martin ratioReturn relative to average drawdown | 5.38 | 9.88 | -4.50 |
Dividends
Dividend History
Victory Capital Holdings, Inc. provided a 2.14% dividend yield over the last twelve months, with an annual payout of $1.97 per share. The company has been increasing its dividends for 6 consecutive years.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
| Dividend | $1.97 | $1.94 | $1.56 | $1.28 | $1.00 | $0.53 | $0.23 | $0.10 |
Dividend yield | 2.14% | 3.07% | 2.38% | 3.72% | 3.73% | 1.45% | 0.93% | 0.48% |
Monthly Dividends
The table displays the monthly dividend distributions for Victory Capital Holdings, Inc.. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | $0.00 | $0.00 | $0.49 | $0.00 | $0.00 | $0.50 | $0.00 | $0.99 | |||||
| 2025 | $0.00 | $0.47 | $0.00 | $0.00 | $0.00 | $0.49 | $0.00 | $0.00 | $0.49 | $0.00 | $0.00 | $0.49 | $1.94 |
| 2024 | $0.00 | $0.00 | $0.34 | $0.00 | $0.00 | $0.37 | $0.00 | $0.00 | $0.41 | $0.00 | $0.00 | $0.44 | $1.56 |
| 2023 | $0.00 | $0.00 | $0.32 | $0.00 | $0.00 | $0.32 | $0.00 | $0.00 | $0.32 | $0.00 | $0.00 | $0.32 | $1.28 |
| 2022 | $0.00 | $0.00 | $0.25 | $0.00 | $0.00 | $0.25 | $0.00 | $0.00 | $0.25 | $0.00 | $0.00 | $0.25 | $1.00 |
| 2021 | $0.00 | $0.00 | $0.09 | $0.00 | $0.00 | $0.12 | $0.00 | $0.00 | $0.15 | $0.00 | $0.00 | $0.17 | $0.53 |
Dividend Yield & Payout
Dividend Yield
Victory Capital Holdings, Inc. has a dividend yield of 2.14%, which is quite average when compared to the overall market.
Payout Ratio
Victory Capital Holdings, Inc. has a payout ratio of 27.78%, which is quite average when compared to the overall market. This suggests that Victory Capital Holdings, Inc. strikes a balance between reinvesting profits for growth and paying dividends to shareholders.
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
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Worst Drawdowns
The table below displays the maximum drawdowns of the Victory Capital Holdings, Inc.. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the Victory Capital Holdings, Inc. was 45.22%, occurring on Jul 14, 2022. Recovery took 414 trading sessions.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
Bear market2022 | -45.22%Jul 2022 | 8mo 8d | 1y 7mo | 2y 4moNov 2021 - Mar 2024 |
COVID crash2020 | -44.92%Mar 2020 | 22d | 9mo 4d | 9mo 26dFeb 2020 - Dec 2020 |
Rate-hike selloffLate 2018 | -43.61%Oct 2018 | 7mo 25d | 4mo 19d | 1y 9dMar 2018 - Mar 2019 |
2025 selloff2025 | -28.06%Apr 2025 | 4mo 12d | 3mo 10d | 7mo 22dNov 2024 - Jul 2025 |
2019 bear market2019 | -24.66%Oct 2019 | 2mo 26d | 1mo 14d | 4mo 10dJul 2019 - Nov 2019 |
Drawdown Indicators
| VCTR | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -45.22% | -56.78% | +11.56% |
Max Drawdown (1Y)Largest decline over 1 year | -18.13% | -9.10% | -9.03% |
Max Drawdown (3Y)Largest decline over 3 years | -28.06% | -18.90% | -9.16% |
Max Drawdown (5Y)Largest decline over 5 years | -45.22% | -25.43% | -19.79% |
Max Drawdown (10Y)Largest decline over 10 years | — | -33.92% | — |
Current DrawdownCurrent decline from peak | 0.00% | -0.45% | +0.45% |
Average DrawdownAverage peak-to-trough decline | -14.60% | -10.71% | -3.89% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 8.04% | 2.09% | +5.95% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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Financials
Financial Performance
The chart below illustrates the trends in the financial health of Victory Capital Holdings, Inc. over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.
Valuation
The Valuation section provides an overview of how Victory Capital Holdings, Inc. is priced in the market compared to other companies in the Asset Management industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.
PE Ratio
The chart displays the Price-to-Earnings (P/E) ratio for VCTR, comparing it with other companies in the Asset Management industry. Currently, VCTR has a P/E ratio of 13.5. This P/E ratio is significantly higher than those of industry peers. This could indicate that the stock is overvalued or that investors expect strong future growth.
PEG Ratio
The chart shows the Price/Earnings to Growth (PEG) ratio for VCTR compared to other companies in the Asset Management industry. VCTR currently has a PEG ratio of 5.8. This PEG ratio is higher than the industry average, which may suggest the stock is overvalued relative to its expected earnings growth.
PS Ratio
This chart shows the Price-to-Sales (P/S) ratio for VCTR relative to other companies in the Asset Management industry. Currently, VCTR has a P/S ratio of 4.1. This P/S ratio falls within the average range for the industry, suggesting the stock is fairly valued based on its revenue.
PB Ratio
The chart illustrates the Price-to-Book (P/B) ratio for VCTR in comparison with other companies in the Asset Management industry. Currently, VCTR has a P/B value of 2.5. This P/B ratio is higher than most companies in the industry. It may suggest the stock is overvalued or that investors expect the company to generate high returns on its assets.
Income Statement
| TTM | |
|---|---|
Revenue | — |
Total Revenue | — |
Cost Of Revenue | — |
Gross Profit | — |
Operating Expenses | — |
Selling, General & Admin Expenses | — |
R&D Expenses | — |
Depreciation And Amortization | — |
Total Operating Expenses | — |
Income | — |
Income Before Tax | — |
Operating Income | — |
EBITDA | — |
EBIT | — |
Earnings From Continuing Operations | — |
Net Income | — |
Income Tax Expense | — |
Other Non-Operating Income (Expenses) | — |
Extraordinary Items | — |
Discontinued Operations | — |
Effect Of Accounting Charges | — |
Non Recurring | — |
Minority Interest | — |
Other Items | — |
Interest Income | — |
Interest Expense | — |
Net Interest Income | — |
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