Victory Capital Holdings, Inc. (VCTR) Stock: Price, Forecast & Analyst Target
Victory Capital Holdings, Inc. (VCTR) — MoonshotScore 97/100 (Exceptional band), calculated Oct 26, 2026. Price $108.91 (+1.22%), as of the Oct 26, 2026 trading session; market cap $6.70B. Expected results Nov 4, 2026.
Educational signal · not a buy or sell recommendation · How to read this
Market value / cash and short-term investments: 95.54× (market value Oct 26, 2026; cash Jun 30, 2026) · expected results Nov 4, 2026
Victory Capital Holdings, Inc. · VCTR · NASDAQ · Financial Services · Asset Management
Research dated 2026-09-13: Victory Capital generates revenue by charging fees to manage client assets across various investment strategies. The core tension for the stock rests on whether the asset manager can sustain its continuous streak of outperforming earnings expectations while servicing a substantial debt burden.
Price as of Oct 26, 2026
Key Statistics
MoonshotScore v2 · Victory Capital Holdings (VCTR)
ExceptionalWhy this rating? Method, drivers & history
Bands for the MoonshotScore: Exceptional 80-100 · Strong 65-79 · Fair 45-64 · Weak below 45.
- Business Quality — Is this a genuinely good business?
- Financial Safety — Could this blow up on me?
- Valuation — Am I paying a fair price?
- Growth Durability — Is the growth real and likely to last?
- Momentum — Is the market already moving on this?
Elite quality and durable growth, but a strained balance sheet; the market is already moving on it. Business Quality: Elite; Financial Safety: Strained; Valuation: Fair; Growth Durability: Compounding; Momentum: Surging.
- quarterly revenue $435M (Q2 FY2026, quarter ended Jun 30, 2026)
- EPS beat 7 of 8
- Altman Z 3.56 · Piotroski F 7
Holding back: balance-sheet strain
Helping: business quality, durable growth, positive momentum
What has the MoonshotScore done over time?
| Recorded | Score | Band |
|---|---|---|
| 97 | Exceptional | |
| 97 | Exceptional | |
| 97 | Exceptional | |
| 97 | Exceptional | |
| 97 | Exceptional | |
| 97 | Exceptional |
The score moved from 98 in the stored Oct 24, 2026 snapshot to 97 in the current publication computed Oct 26, 2026 (-1); the largest pillar moves were Momentum -1.
Calculation uses the most recent completed US trading session. Live price changes do not update the score immediately.
Computed · Educational signal · not a buy or sell recommendation · How the MoonshotScore is computed →
Price & valuation
| Measure | Value | As of |
|---|---|---|
| Latest provided price | $108.91 | |
| Change on the day | +1.22% | |
| 52-week range | $57.03–$123.55 | |
| Market capitalisation | $6.70B | |
| Price / earnings (trailing) | 14.69 | |
| Shares traded on the day | 314K | |
| Beta (volatility vs the S&P 500) | 1.13 | |
| Dividends per share (last 12 months) | $1.98 | |
| Dividend yield (last 12 months) | 1.82% |
Price & events
Triangles mark reported quarters on the line: pointing up is above the recorded estimate, down is below, a diamond means no estimate on file. Numbers key to the dated list. Point at or tab to any week for its close.
Events behind the price
- · Earnings results · above the recorded estimate
- · Earnings results · above the recorded estimate
- · Earnings results · above the recorded estimate
- · Earnings results · above the recorded estimate
Results dates follow the earnings feed; call dates follow the transcript provider. Nearby dates do not establish that an event caused a price move.
Upcoming events
The provider's estimated date can change.
What to watch nextCouncil Score · weighted blend of 2 available disciplines
Council score for Victory Capital Holdings (VCTR): Strongly Bullish
86/100 · A+Council is a separate blend of available disciplines; MoonshotScore above remains the five-pillar research rating.
5-Factor Breakdown
Legends Council
5 lenses, 5 current
AI simulations built from the named investors' published principles. Not affiliated with, endorsed by, or the opinion of these individuals. How these lenses are built
Read on: Oct 26, 2026
Munger's Mindset
Balance Sheet & Valuation · historical
Read on: Sep 9, 2026 · older than the 27 hours refresh window; not a current reading
How to read these bars and different assessments
Council is a separate blend of available disciplines; MoonshotScore above remains the five-pillar research rating.
Bars show each model's ordered assessment on its own scale, not a probability or a comparable investment return. The adjacent words give the assessment; more filled segments indicate a stronger model reading.
On Sep 9, 2026, the Munger lens read the price at that time as fairly valued against its own estimate of value.
Readings on this page are from Oct 26, 2026, except a card that shows its own read date.
Watch the VCTR film — every key number, told as a short cinematic story
~2 min · open the film
What is Victory Capital Holdings (VCTR), and what does it report?
Short answer · as of
Victory Capital Holdings, Inc. operates as a global asset management enterprise, along with its various subsidiaries.
Research dated 2026-09-13.
As an asset management organization, the firm bundles investment advisory, fund administration, and distribution services for institutional and retail clients.
The financial statements rely exclusively on investment management fees, making total assets under administration the actual engine of the business.
Consequently, reported revenue acts as a direct proxy for the scale of client wealth held on the platform and the blended rates charged against those assets.
What do the latest results show for Victory Capital Holdings (VCTR)?
Short answer · as of
The most recent reported quarter, Q2 FY2026, carried revenue of $435M.
Research dated 2026-09-13.
Recent reporting periods demonstrate a sustained expansion in both top-line revenue and net profitability.
Operating margins remain robust, allowing fee growth to drop efficiently to the bottom line.
This operating leverage has driven a continuous pattern of earnings outperformance, routinely surpassing analyst estimates in successive reporting cycles.
Where is operating spending going?
Revenue alongside research and development, selling, general and administrative expenses, and the FMP standardized operating result.
- Latest quarter · revenue
- $435.36M Jun 30, 2026
- Latest quarter · SG&A
- $22.91M Jun 30, 2026
- Latest quarter · FMP standardized operating result
- $193.75M Jun 30, 2026
| Period end | Revenue | R&D | SG&A | FMP standardized operating result |
|---|---|---|---|---|
| Jun 30, 2026 | $435.36M | Not available | $22.91M | $193.75M |
| Mar 31, 2026 | $388.41M | Not available | $159.65M | $178.32M |
| Dec 31, 2025 | $374.12M | Not available | $22.15M | $229.73M |
| Sep 30, 2025 | $361.19M | Not available | $82.51M | $138.13M |
USD. The operating result is the FMP-standardized value supplied by FMP; it may differ from a filing’s GAAP loss from operations when the provider classifies separately presented items differently. It is not net income or cash flow.
Did results meet expectations?
Reported earnings and revenue alongside the estimates recorded by the provider.
- Latest report · revenue
- $435.36M Aug 5, 2026
- Latest report · revenue estimate
- $386.09M Aug 5, 2026
- Latest report · revenue vs estimate
- Above estimate Aug 5, 2026
- Latest report · EPS vs estimate
- Above estimate Aug 5, 2026
| Report date | Revenue · reported | Revenue · estimate | EPS · reported | EPS · estimate |
|---|---|---|---|---|
| Aug 5, 2026 | $435.36M | $386.09M | $2.2100 | $1.7900 |
| May 6, 2026 | $387.99M | $364.97M | $1.8200 | $1.6500 |
| Feb 4, 2026 | $374.10M | $373.21M | $1.7800 | $1.6600 |
| Nov 6, 2025 | $361.19M | $373.78M | $1.6300 | $1.6000 |
Dates are report dates, not fiscal period ends. Revenue is in USD; EPS is USD per share, rounded to four decimals. The earnings feed does not establish a basic, diluted or adjusted basis. Earnings-feed EPS may differ from statement EPS; the two series are not combined.
Quarterly income statement — 4 quarters
| Period | Revenue | Net income | EPS |
|---|---|---|---|
| Q2 FY2026 | $435M | $139M | $1.68 (diluted) |
| Q1 FY2026 | $388M | $112M | $1.33 (diluted) |
| Q4 FY2025 | $374M | $113M | $1.32 (diluted) |
| Q3 FY2025 | $361M | $97M | $1.11 (diluted) |
What are the financial strengths and risks for Victory Capital Holdings (VCTR)?
Short answer
Cash and short-term investments were $70.13M at the Jun 30, 2026 balance-sheet date. Operating cash flow was $135.43M for the quarter ended Jun 30, 2026, meaning operations generated cash. These figures do not establish a cash runway.
Research dated 2026-09-13.
The business converts a large portion of its revenue into free cash flow and distributes regular, expanding dividends to shareholders.
However, the balance sheet carries significant leverage, with total debt towering over available cash and liquid investments.
A sudden drop in broader financial markets would shrink the managed asset base, directly impairing the fee revenue needed to comfortably service these liabilities.
How much cash does the business generate or use?
Quarterly operating cash flow shows cash generated or used by operations.
- Latest quarter · operating cash flow
- $135.43M Jun 30, 2026
- Previous quarter · operating cash flow
- $120.95M Mar 31, 2026
| Period end | Operating cash flow | Capital expenditure (reported) |
|---|---|---|
| Jun 30, 2026 | $135.43M | −$1.24M |
| Mar 31, 2026 | $120.95M | −$850,000 |
| Dec 31, 2025 | $144.70M | −$600,000 |
| Sep 30, 2025 | $165.91M | −$1.08M |
Operating cash-flow bars share one scale and show magnitude; negative values mean cash used.
USD. Negative operating cash flow means cash used. Capital expenditure keeps the provider’s reported sign; it is not added here to estimate free cash flow or runway.
What should you watch next at Victory Capital Holdings (VCTR)?
Short answer · as of
The next earnings report is expected on Nov 4, 2026.
Research dated 2026-09-13.
Upcoming earnings releases will show whether the firm can maintain its momentum of beating profitability targets.
Analysts project continued revenue expansion into future fiscal cycles, though a cluster of recent insider stock sales introduces a contrasting signal.
Observers should monitor the cash flow statement to confirm the operating business generates enough liquidity to sustain dividend distributions alongside debt maintenance.
How does Victory Capital Holdings compare with its peers?
Short answer
Victory Capital Holdings's score ranks 1st of 13 in the bounded comparison shown, against 12 same-model peers. These are company scores, not expected investment returns. The set lists named competitors first, then companies in the same data-provider industry classification closest in market value; that classification is the provider's, not our judgment of business similarity.
Research dated 2026-09-13.
Unlike investment houses that rely heavily on proprietary trading or sporadic performance bonuses, this platform operates on a highly predictable model built around baseline management fees.
The firm functions more like a specialized utility for wealth administration, bundling compliance and transfer agent duties rather than merely picking equities.
This integrated structure creates stickier client relationships and smoother revenue generation than pure advisory shops.
| Company | Price | Market value | Score |
|---|---|---|---|
| Victory Capital Holdings (VCTR) — this page | $108.91 | $6.70B | 97 |
| $56.93 Oct 26, 2026 | $4.25B | 95 5-pillar Oct 26, 2026 | |
| $103.34 Oct 26, 2026 | $12.4B | 88 5-pillar Oct 26, 2026 | |
| $12.12 Oct 26, 2026 | $3.15B | 87 5-pillar Oct 26, 2026 | |
| $53.34 Oct 26, 2026 | $5.00B | 86 5-pillar Oct 26, 2026 | |
| $35.28 Oct 26, 2026 | $3.22B | 86 5-pillar Oct 26, 2026 | |
| $18.61 Oct 26, 2026 | $13.4B | 85 5-pillar Oct 26, 2026 | |
| $93.47 Oct 26, 2026 | $3.36B | 83 5-pillar Oct 26, 2026 | |
| $81.32 Oct 26, 2026 | $4.57B | 81 5-pillar Oct 26, 2026 | |
| $9.07 Oct 26, 2026 | $4.18B | 77 5-pillar Oct 26, 2026 | |
| $30.00 Oct 26, 2026 | $4.30B | 75 5-pillar Oct 26, 2026 | |
| $122.41 Oct 26, 2026 | $4.41B | 72 5-pillar Oct 26, 2026 | |
| $21.27 Oct 26, 2026 | $9.92B | 68 5-pillar Oct 26, 2026 |
Only 5-pillar scores are ranked together. Other models are not directly comparable. Price and score dates are shown separately; market-value dates are unavailable.
The records behind this page
Analyst targets & estimates
What analysts have on file
- Price target, low to high
- $115.00 – $121.00
- Consensus target
- $117.60
- Median target
- $117.00
Consensus record · Captured .
Measured against a quoted price of $108.91 (as of Oct 26, 2026).
Insider activity
Form 4 records via FMP · Of the newest 100 records, those within the last 180 days, newest dated Oct 12, 2026
- Transactions
- 45
- Identified insiders
- 11
- Purchases
- 0
- Sales
- 0
- Other transactions
- 45
Purchases and sales use the reported transaction category. Other transactions include awards, exercises, gifts, withholding and unclassified activity; an acquisition or disposition alone is not a purchase or sale. These records do not establish intent.
Who holds the shares?
Institutional ownership reported through 13F filings.
- Institutional ownership
- 79.3% Period end Jun 30, 2026
- Previous quarter · ownership
- 79.7% Prior to period end Jun 30, 2026
- Reporting holders
- 362 Period end Jun 30, 2026
- Previous quarter · holders
- 330 Prior to period end Jun 30, 2026
| Holders in provider snapshot | Shares |
|---|---|
| Blackrock, INC. | 6,961,189 |
| Bahl & Gaynor LLC | 3,044,278 |
| Amundi | 2,960,024 |
| Vanguard Capital Management LLC | 2,204,819 |
| Crestview Partners Ii Gp, L.P. | 1,995,847 |
Quarterly filings lag the period end. Holder rows are names in the provider snapshot, not a verified ranking; individual filing dates are not supplied. Related managers may appear separately, so these positions are not summed. Holder snapshot as of Jun 30, 2026.
What has been published about Victory Capital Holdings (VCTR)?
What Investors Ask About Victory Capital Holdings (VCTR) — Financial Services
Research dated 2026-09-13; the full attribution is under Sources. The last 2 questions are answered from this page's own dated data, not from the research.
What makes up Victory Capital's revenue?
The entirety of the reported top line comes from investment management fees rather than trading gains or product sales. Income scales directly with the total volume of client wealth parked in the firm's various advisory strategies.
How does the firm reward shareholders?
Management pays a recurring dividend that has trended upward across recent payment cycles. High operating margins produce enough free cash flow to comfortably fund these regular cash distributions.
Does the heavy debt load threaten the dividend?
Total borrowing significantly exceeds liquid cash reserves, presenting a structural liability for the organization. As long as management fees remain elevated, operating cash flow easily covers payout commitments, but a severe market downturn could eventually squeeze this margin of safety.
Are insiders acquiring more shares?
Internal executives and directors have recently been net sellers of the equity. Filings show multiple stock dispositions and administrative transfers over the recent observation window without any open-market purchases.
What is the VCTR stock price today?
The last price recorded on this page for Victory Capital Holdings, Inc. (VCTR) is $108.91, as of the Oct 26, 2026 trading session (source: Financial Modeling Prep (FMP) quote). It is a provider snapshot, not a live exchange feed, so check a brokerage quote before you trade.
What is the VCTR price target?
The analyst consensus price target for Victory Capital Holdings, Inc. (VCTR) is $117.60 (range $115.00 to $121.00, median $117.00), per FMP data captured Oct 26, 2026. Targets are analyst opinions and change often; they are not a Stock Expert AI forecast.
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Research written by Codex (gpt-5.6-sol) on 2026-09-13. AI-authored analysis; source dates are shown with each answer. Editorial oversight is systemic, not page-by-page. Editorially accountable: Sedat ANAK, Founder and Editor-in-Chief.
Sources — records for every figure on this page (81 figures)
The 81 rows below are exactly the facts the evidence-backed sections of this page printed — the 10-second verdict, the MoonshotScore, price and market value, the five questions with their receipts, and the records behind this page. Known dates and sources are recorded on their own rows; an em dash or UNRECORDED tier preserves a stored observation without inventing either. The quarterly income statement is provider-standardized (FMP) under one row, and scale definitions — a 0-100 rating, the band ladder, the Piotroski 0–9 range — are fixed rather than measured. No number in those sections was generated by a model. The register does not cover quoted third-party headlines, the dated council readings, or the Frequently Asked Questions; each of those says where it came from where it stands.
"As of" is the date the value is true for where the source carries one — a quarter end, a filing date, a price close, the day the score was computed. A cached observation with no source date remains undated; the page publication date is not used as a substitute.
OFFICIAL — 1 fact from SEC filings and earnings calls
| Fact ID | Fact | Value as shown | As of | Tier | Source |
|---|---|---|---|---|---|
id.hq | SEC filing business address | 4900 Tiedemann Road, 4TH Floor, Brooklyn, OH, 44144 | OFFICIAL | SEC EDGAR filer business address — The SEC filer business address. Our market-data provider separately lists "15935 La Cantera Parkway, San Antonio, TX, 78256, US". The FMP company description names San Antonio, Texas as the headquarters; this page uses the address in this row. |
FMP — 71 facts from Financial Modeling Prep endpoint families
| Fact ID | Fact | Value as shown | As of | Tier | Source |
|---|---|---|---|---|---|
earn.next | Next earnings date | Nov 4, 2026 | FMP | Financial Modeling Prep (FMP) earnings calendar — The date is our provider's estimate until the company confirms it. | |
px.last | Latest provided price | $108.91 | FMP | Financial Modeling Prep (FMP) quote — Dated to the US trading session the price belongs to, derived from the quote record's timestamp (weekend and pre-open reads roll back to the previous weekday; exchange holidays are not modelled). The record does not establish an exchange execution time. | |
px.change | Change on the day | +1.22% | FMP | Financial Modeling Prep (FMP) quote | |
px.mcap | Market capitalization | $6.70B | FMP | Financial Modeling Prep (FMP) quote — Provider market cap uses the share class it prices; a company with more than one class may show a larger total elsewhere. Market cap record date: 2026-10-26. Source capture time was not supplied. No share-count basis is inferred; this page preserves the reported amount instead of recalculating it from shares. | |
px.change_abs | Change on the day, in dollars | +$1.31 | FMP | Financial Modeling Prep (FMP) quote | |
fin.q_revenue | Revenue, Q2 FY2026 | $435M | FMP | Financial Modeling Prep (FMP) · income statement (quarterly) | |
px.range52 | 52-week range | $57.03–$123.55 | FMP | Financial Modeling Prep (FMP) quote | |
px.pe | Price / earnings (trailing) | 14.69 | FMP | Financial Modeling Prep (FMP) · quote | |
px.volume | Shares traded on the day | 314K | FMP | Financial Modeling Prep (FMP) · quote | |
px.beta | Beta | 1.13 | FMP | Financial Modeling Prep (FMP) company profile | |
id.business_summary | Business description (FMP excerpt) | Victory Capital Holdings, Inc. operates as a global asset management enterprise, along with its various subsidiaries. | FMP | Financial Modeling Prep (FMP) company profile — Deterministic excerpt derived from id.description; source and date describe the input fact, not a new provider observation | |
id.ceo | Chief executive | David Craig Brown | FMP | Financial Modeling Prep (FMP) key executives (proxy-derived) — Titles and pay come from the company's proxy statement as our provider parsed it. | |
id.employees | Employees | 699 | FMP | Financial Modeling Prep (FMP) employee count, from the company's filing | |
fin.annual | Revenue and net result by fiscal year | 5 fiscal years, FY2021 through FY2025: FY2021 revenue $890.27M, net result $278.39M; FY2022 revenue $854.80M, net result $275.51M; FY2023 revenue $821.03M, net result $213.16M; FY2024 revenue $893.48M, net result $288.86M; FY2025 revenue $1.31B, net result $330.06M | FMP | Financial Modeling Prep (FMP), from the company's 10-K income statements | |
fin.rev_mix | Reported revenue segments | Investment Management Fees $1.05B | FMP | Financial Modeling Prep (FMP) revenue segmentation, from the company's 10-K | |
fin.gross_margin | Gross margin (trailing twelve months) | 71.1% | FMP | Financial Modeling Prep (FMP) key-metrics-ttm + ratios-ttm — A ratio our provider could not compute is absent rather than shown as zero. | |
fin.q_table.depth.2026-06-30.revenue_k | Revenue — period end 2026-06-30 | $435.36M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2026-06-30.sga_k | SG&A — period end 2026-06-30 | $22.91M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2026-06-30.operating_result_k | FMP standardized operating result — period end 2026-06-30 | $193.75M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2026-03-31.revenue_k | Revenue — period end 2026-03-31 | $388.41M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2026-03-31.sga_k | SG&A — period end 2026-03-31 | $159.65M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2026-03-31.operating_result_k | FMP standardized operating result — period end 2026-03-31 | $178.32M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2025-12-31.revenue_k | Revenue — period end 2025-12-31 | $374.12M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2025-12-31.sga_k | SG&A — period end 2025-12-31 | $22.15M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2025-12-31.operating_result_k | FMP standardized operating result — period end 2025-12-31 | $229.73M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2025-09-30.revenue_k | Revenue — period end 2025-09-30 | $361.19M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2025-09-30.sga_k | SG&A — period end 2025-09-30 | $82.51M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2025-09-30.operating_result_k | FMP standardized operating result — period end 2025-09-30 | $138.13M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
earn.history.depth.2026-08-05.revenue_actual | Revenue · reported — report date 2026-08-05 | $435.36M | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-08-05.revenue_estimated | Revenue · estimate — report date 2026-08-05 | $386.09M | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-08-05.eps_actual | EPS · reported — report date 2026-08-05 | $2.2100 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-08-05.eps_estimated | EPS · estimate — report date 2026-08-05 | $1.7900 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-05-06.revenue_actual | Revenue · reported — report date 2026-05-06 | $387.99M | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-05-06.revenue_estimated | Revenue · estimate — report date 2026-05-06 | $364.97M | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-05-06.eps_actual | EPS · reported — report date 2026-05-06 | $1.8200 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-05-06.eps_estimated | EPS · estimate — report date 2026-05-06 | $1.6500 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-02-04.revenue_actual | Revenue · reported — report date 2026-02-04 | $374.10M | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-02-04.revenue_estimated | Revenue · estimate — report date 2026-02-04 | $373.21M | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-02-04.eps_actual | EPS · reported — report date 2026-02-04 | $1.7800 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-02-04.eps_estimated | EPS · estimate — report date 2026-02-04 | $1.6600 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2025-11-06.revenue_actual | Revenue · reported — report date 2025-11-06 | $361.19M | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2025-11-06.revenue_estimated | Revenue · estimate — report date 2025-11-06 | $373.78M | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2025-11-06.eps_actual | EPS · reported — report date 2025-11-06 | $1.6300 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2025-11-06.eps_estimated | EPS · estimate — report date 2025-11-06 | $1.6000 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
fin.q_table | Quarterly income statement | 4 quarters through Q2 FY2026 | FMP | Financial Modeling Prep (FMP) · income statement (quarterly), as filed | |
fin.cash_investments | Cash and short-term investments | $70.13M | FMP | Financial Modeling Prep (FMP), from the company's balance sheet — Long-term investments are shown separately; their marketability is not established by the provider field. The cash and short-term investment balance does not establish unrestricted availability. Long-term investments are excluded and remain unclassified. Restrictions on cash and short-term investments require separate review. | |
fin.opcf_latest | Latest-quarter operating cash flow | $135.43M | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Period end: 2026-06-30. Negative operating cash flow means cash used. This figure is not a cash-runway estimate. | |
fin.long_term_investments | Long-term investments (classification unverified) | $0.00 | FMP | Financial Modeling Prep (FMP), from the company's balance sheet — Long-term investments are shown separately; their marketability is not established by the provider field. The cash and short-term investment balance does not establish unrestricted availability. | |
fin.total_debt | Total debt | $1.01B | FMP | Financial Modeling Prep (FMP), from the company's balance sheet — Long-term investments are shown separately; their marketability is not established by the provider field. The cash and short-term investment balance does not establish unrestricted availability. | |
fin.price_to_book | Price to book value | 2.85× | FMP | Financial Modeling Prep (FMP) key-metrics-ttm + ratios-ttm — A ratio our provider could not compute is absent rather than shown as zero. | |
fin.opcf.depth.2026-06-30.operating_cash_flow_m | Operating cash flow — period end 2026-06-30 | $135.43M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note |
fin.opcf.depth.2026-03-31.operating_cash_flow_m | Operating cash flow — period end 2026-03-31 | $120.95M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note |
fin.opcf.depth.2026-06-30.capex_m | Capital expenditure (reported) — period end 2026-06-30 | −$1.24M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note |
fin.opcf.depth.2026-03-31.capex_m | Capital expenditure (reported) — period end 2026-03-31 | −$850,000 | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note |
fin.opcf.depth.2025-12-31.operating_cash_flow_m | Operating cash flow — period end 2025-12-31 | $144.70M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note |
fin.opcf.depth.2025-12-31.capex_m | Capital expenditure (reported) — period end 2025-12-31 | −$600,000 | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note |
fin.opcf.depth.2025-09-30.operating_cash_flow_m | Operating cash flow — period end 2025-09-30 | $165.91M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note |
fin.opcf.depth.2025-09-30.capex_m | Capital expenditure (reported) — period end 2025-09-30 | −$1.08M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note |
earn.pt_range | Analyst price target, low to high | $115.00 – $121.00 | FMP | Financial Modeling Prep (FMP) · price-target consensus — Captured Oct 26, 2026 · Coverage not supplied | |
earn.pt_consensus | Consensus analyst price target | $117.60 | FMP | Financial Modeling Prep (FMP) · price-target consensus — Captured Oct 26, 2026 · Coverage not supplied | |
earn.pt_median | Median analyst price target | $117.00 | FMP | Financial Modeling Prep (FMP) · price-target consensus — Captured Oct 26, 2026 · Coverage not supplied | |
own.insiders | Insider transactions via FMP | 45 transactions · 0 purchases, 0 sales, 45 other transactions · 11 identified insiders · of the newest 100 records, those within the last 180 days, newest dated Oct 12, 2026 | FMP | Financial Modeling Prep (FMP), carrying Form 4 transaction records — Purchases and sales use the reported transaction category. Other transactions include awards, exercises, gifts, withholding and unclassified activity; an acquisition or disposition alone is not a purchase or sale. These records do not establish intent. | |
own.institutions.depth.ownership_pct | Institutional ownership | 79.3% | FMP | Financial Modeling Prep (FMP) institutional ownership summary, from 13F filings — 13F filings are quarterly and lag the quarter end by up to 45 days. Period end Jun 30, 2026 | |
own.institutions.depth.ownership_pct_previous_quarter | Previous quarter · ownership | 79.7% | FMP | Financial Modeling Prep (FMP) institutional ownership summary, from 13F filings — 13F filings are quarterly and lag the quarter end by up to 45 days. Prior to period end Jun 30, 2026 | |
own.institutions.depth.holders | Reporting holders | 362 | FMP | Financial Modeling Prep (FMP) institutional ownership summary, from 13F filings — 13F filings are quarterly and lag the quarter end by up to 45 days. Period end Jun 30, 2026 | |
own.institutions.depth.holders_previous_quarter | Previous quarter · holders | 330 | FMP | Financial Modeling Prep (FMP) institutional ownership summary, from 13F filings — 13F filings are quarterly and lag the quarter end by up to 45 days. Prior to period end Jun 30, 2026 | |
own.top_holders.depth.holder_0.shares | Blackrock, INC. — shares in provider snapshot | 6,961,189 | FMP | Financial Modeling Prep (FMP) institutional holders, from 13F filings — Provider snapshot as of 2026-06-30; individual filing date not supplied. | |
own.top_holders.depth.holder_1.shares | Bahl & Gaynor LLC — shares in provider snapshot | 3,044,278 | FMP | Financial Modeling Prep (FMP) institutional holders, from 13F filings — Provider snapshot as of 2026-06-30; individual filing date not supplied. | |
own.top_holders.depth.holder_2.shares | Amundi — shares in provider snapshot | 2,960,024 | FMP | Financial Modeling Prep (FMP) institutional holders, from 13F filings — Provider snapshot as of 2026-06-30; individual filing date not supplied. | |
own.top_holders.depth.holder_3.shares | Vanguard Capital Management LLC — shares in provider snapshot | 2,204,819 | FMP | Financial Modeling Prep (FMP) institutional holders, from 13F filings — Provider snapshot as of 2026-06-30; individual filing date not supplied. | |
own.top_holders.depth.holder_4.shares | Crestview Partners Ii Gp, L.P. — shares in provider snapshot | 1,995,847 | FMP | Financial Modeling Prep (FMP) institutional holders, from 13F filings — Provider snapshot as of 2026-06-30; individual filing date not supplied. |
UNRECORDED — 2 facts from stored observations whose source was not recorded
| Fact ID | Fact | Value as shown | As of | Tier | Source |
|---|---|---|---|---|---|
earn.history | Reported versus estimated, recent quarters | EPS beat 7 of 8 | UNRECORDED | Stored earnings-history observation — Captured 2026-10-19 · Expired observation | |
fin.scores | Distress and quality screens | Altman Z 3.56 · Piotroski F 7 | UNRECORDED | Stored financial-scores observation — Captured 2026-10-23 · Expired observation |
COMPUTED — 5 facts from our arithmetic, formula restated
| Fact ID | Fact | Value as shown | As of | Tier | Source |
|---|---|---|---|---|---|
fin.mcap_to_cash | Market value per dollar of cash and short-term investments | 95.54× | — | COMPUTED | Computed on this page from the figures above — The market capitalisation printed on this page divided by cash and short-term investments of $70.13M at Jun 30, 2026. Long-term investments are excluded and remain unclassified. Restrictions on cash and short-term investments require separate review. Market cap record date: 2026-10-26. Balance-sheet reference date: 2026-06-30. The inputs do not establish a single common source date for this ratio. |
div.ttm_per_share | Dividends per share, last 12 months (split-adjusted) | $1.98 | COMPUTED | Financial Modeling Prep (FMP) split-adjusted dividend history — Sum of 4 split-adjusted declared dividends with an ex-date in the 365 days to 2026-10-26, per current share. Ex-dates are not payment dates; special dividends are included. Not a declared annual rate. | |
div.ttm_yield | Dividend yield, last 12 months | 1.82% | COMPUTED | Financial Modeling Prep (FMP) split-adjusted dividend history and quote — Split-adjusted dividends with ex-dates in the trailing 365-day window divided by the packet price, on the same current-share basis. Price date follows the quote, latest price bar or packet-build day when unstamped. Not a forecast or declared annual rate. | |
earn.history.depth.2026-08-05.revenue_actual.comparison | Latest report · revenue vs estimate | Above estimate | Report date · | COMPUTED | Computed from Financial Modeling Prep (FMP) earnings — Earnings-history note — Method: compare reported revenue ($435.36M) with the recorded estimate ($386.09M) at displayed precision. Equal displayed values are in line. This compares reported results with recorded estimates, not investment returns. |
earn.history.depth.2026-08-05.eps_actual.comparison | Latest report · EPS vs estimate | Above estimate | Report date · | COMPUTED | Computed from Financial Modeling Prep (FMP) earnings — Earnings-history note — Method: compare reported EPS ($2.2100) with the recorded estimate ($1.7900) at displayed precision. Equal displayed values are in line. This compares reported results with recorded estimates, not investment returns. |
OURS — 2 facts from Stock Expert AI's own score and rank
| Fact ID | Fact | Value as shown | As of | Tier | Source |
|---|---|---|---|---|---|
ours.moonshot | MoonshotScore v2 | 97 of 100 · Exceptional · pillars 99 / 32 / 66 / 87 / 98 | OURS | Stock Expert AI MoonshotScore v2 engine | |
ours.moonshot_change | MoonshotScore movement | 98 (stored snapshot Oct 24, 2026) → 97 (current publication computed Oct 26, 2026) (-1) | OURS | Stock Expert AI current score publication and immutable score snapshots |
Fact-family notes
- Quarterly statement note. Source series as of 2026-06-30. USD. The operating result is the FMP-standardized value supplied by FMP; it may differ from a filing’s GAAP loss from operations when the provider classifies separately presented items differently. It is not net income or cash flow. Applies to Fact IDs:
fin.q_table.depth.2026-06-30.revenue_k,fin.q_table.depth.2026-06-30.sga_k,fin.q_table.depth.2026-06-30.operating_result_k,fin.q_table.depth.2026-03-31.revenue_k,fin.q_table.depth.2026-03-31.sga_k,fin.q_table.depth.2026-03-31.operating_result_k,fin.q_table.depth.2025-12-31.revenue_k,fin.q_table.depth.2025-12-31.sga_k,fin.q_table.depth.2025-12-31.operating_result_k,fin.q_table.depth.2025-09-30.revenue_k,fin.q_table.depth.2025-09-30.sga_k,fin.q_table.depth.2025-09-30.operating_result_k. - Earnings-history note. Source series as of 2026-08-05. Dates are report dates, not fiscal period ends. Revenue is in USD; EPS is USD per share, rounded to four decimals. The earnings feed does not establish a basic, diluted or adjusted basis. Earnings-feed EPS may differ from statement EPS; the two series are not combined. Applies to Fact IDs:
earn.history.depth.2026-08-05.revenue_actual,earn.history.depth.2026-08-05.revenue_estimated,earn.history.depth.2026-08-05.revenue_actual.comparison,earn.history.depth.2026-08-05.eps_actual.comparison,earn.history.depth.2026-08-05.eps_actual,earn.history.depth.2026-08-05.eps_estimated,earn.history.depth.2026-05-06.revenue_actual,earn.history.depth.2026-05-06.revenue_estimated,earn.history.depth.2026-05-06.eps_actual,earn.history.depth.2026-05-06.eps_estimated,earn.history.depth.2026-02-04.revenue_actual,earn.history.depth.2026-02-04.revenue_estimated,earn.history.depth.2026-02-04.eps_actual,earn.history.depth.2026-02-04.eps_estimated,earn.history.depth.2025-11-06.revenue_actual,earn.history.depth.2025-11-06.revenue_estimated,earn.history.depth.2025-11-06.eps_actual,earn.history.depth.2025-11-06.eps_estimated. - Cash-flow note. Source series as of 2026-06-30. USD. Negative operating cash flow means cash used. Capital expenditure keeps the provider’s reported sign; it is not added here to estimate free cash flow or runway. Applies to Fact IDs:
fin.opcf.depth.2026-06-30.operating_cash_flow_m,fin.opcf.depth.2026-03-31.operating_cash_flow_m,fin.opcf.depth.2026-06-30.capex_m,fin.opcf.depth.2026-03-31.capex_m,fin.opcf.depth.2025-12-31.operating_cash_flow_m,fin.opcf.depth.2025-12-31.capex_m,fin.opcf.depth.2025-09-30.operating_cash_flow_m,fin.opcf.depth.2025-09-30.capex_m.
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Sources used for research written 2026-09-13
Historical evidence preserved with this analysis. Current figures are listed separately above.
| Evidence | Captured value | Source date | Source type | Source |
|---|---|---|---|---|
| Business description | Victory Capital Holdings, Inc. operates as a global asset management enterprise, along with its various subsidiaries. The firm provides an extensive suite of services, encompassing investment advisory, fund administration, compliance, transfer agent functions, and fund distribution. It tailors sophisticated investment strategies for a wide array of clients, including institutions, financial intermediaries, retirement plan sponsors, and individual investors. By December 31, 2021, its platform of franchises and solutions oversaw 130 unique investment strategies, serving a diverse base of institutional, retail, and direct clients. Additionally, Victory Capital Holdings has formed a strategic alliance with Xavier University of Louisiana. The company was established in 2013 and is headquartered in San Antonio, Texas. | 2026-09-13 | FMP | Financial Modeling Prep (FMP) company profile |
| Revenue by segment | Investment Management Fees: $1.05B | 2025-12-31 | FMP | Financial Modeling Prep (FMP) revenue segmentation, from the company's 10-K |
| Reported versus estimated, last 8 quarters | Captured record · 8 entries
| 2026-08-05 | FMP | Financial Modeling Prep (FMP) earnings |
| Cash, investments and debt | Total debt: $1.01B; Liquidity basis: cash and short-term investments; Total liabilities: $1.80B; Cash and short-term investments: $70.13M; Cash and investments: $70.10M; Long-term investments: $0; Long-term investments classification: unclassified Long-term investments are shown separately; their marketability is not established by the provider field. The cash and short-term investment balance does not establish unrestricted availability. | 2026-06-30 | FMP | Financial Modeling Prep (FMP), from the company's balance sheet |
| Sector / industry (provider taxonomy) | Financial Services / Asset Management The company's SEC filings classify it under SIC 6282 — Investment Advice. | 2026-09-13 | FMP | Financial Modeling Prep (FMP) company profile |
| Quarterly income statement (USD thousands) | Captured record · 8 entries
| 2026-06-30 | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements |
| Trailing twelve-month ratio set | Quick ratio: 1.65; Current ratio: 1.65; Debt to equity: 0.43; Net margin: 29.6%; Gross margin: 71.1%; Operating margin: 47.5%; Return on assets: 11%; Return on equity: 19.3% Price-based multiples captured at research time are not repeated here; the page shows each once, from current figures with their own dates. A ratio our provider could not compute is absent rather than shown as zero. | 2026-09-13 | FMP | Financial Modeling Prep (FMP) key-metrics-ttm + ratios-ttm |
| Annual revenue and net result (USD millions) | Captured record · 5 entries
| 2025-12-31 | FMP | Financial Modeling Prep (FMP), from the company's 10-K income statements |
| Operating cash flow by quarter (USD millions) | Captured record · 8 entries
| 2026-06-30 | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements |
| Recent dividends paid | Captured record · 4 entries
Declared amounts per share on their ex-dates. A single payment does not establish an annual rate, and a special dividend is not separated here. | 2026-09-10 | FMP | Financial Modeling Prep (FMP) dividend history |
| Next earnings report | Date: 2026-11-05; EPS estimate: $1.96 per share; Revenue estimate: $405.65M The date is our provider's estimate until the company confirms it. | 2026-09-13 | FMP | Financial Modeling Prep (FMP) earnings calendar |
| Analyst revenue and earnings estimates (average) | Captured record · 4 entries
| 2026-09-13 | FMP | Financial Modeling Prep (FMP) analyst estimates |
| Insider transactions, last 180 days | Net shares: -2,303,840; Window days: 180; Price low: $0.01; Clustered days: 2026-04-10; 2026-07-10; 2026-08-05; 2026-08-13; Price high: $118.17; Buy transactions: 0; Distinct insiders: 12; Sell transactions: 0; Other transactions: 47; Total transactions: 47; Other transaction types: A-Award: 13, J-Other: 2, D-Return: 2, F-InKind: 10, M-Exempt: 20; Unknown direction transactions: 0 Purchase and sale counts require explicit provider transaction types, without a conflicting acquisition/disposition direction. Other transactions retain their provider type; awards, exercises, gifts and in-kind transactions are not counted as purchases or sales. Net shares sums acquired minus disposed shares across direction-known records, including other transaction types; unknown directions are excluded. It is not net purchases or a verified change in beneficial ownership. Named-insider counts, same-day clusters and positive reported prices cover all retained records. Filing dates are used only when transaction dates are absent. Neither timing nor price establishes motive or whether a transaction was on the open market. | 2026-08-13 | FMP | Financial Modeling Prep (FMP) insider transactions, from Form 4 filings |
| Next scheduled dividend | Ex date: 2026-09-10; Declared on: 2026-08-05; Record date: 2026-09-10; Payment date: 2026-09-25; Amount per share: $0.5 Amount is per share as declared, before any withholding. Owning the share before the ex-date is what carries entitlement. | 2026-08-05 | FMP | Financial Modeling Prep (FMP) dividend calendar |
| Named officers | CEO: David Craig Brown; Officers: David Craig Brown — Title: Chairman of the Board & CEO, Pay: $6.38M, Born: 1973; Carly Thomas — Title: Director of Investor Relations & Responsible Business; Michael Dennis Policarpo — Title: President, Chief Financial Officer & Chief Administrative Officer, Pay: $2.65M, Born: 1975; Lisa Marie Seballos — Title: Director of Finance; Mannik S. Dhillon — Title: President of Investment Franchises & Solutions and Head of ETFs, Pay: $1.29M, Born: 1980; Nina Gupta — Title: Chief Legal Officer, Head of Human Resource Administration & Corporate Secretary, Pay: $1.68M, Born: 1975; Jessica Davila — Title: Director of Global Communications; Molly Weiss — Title: CTO & Head of Digital Innovation Titles and pay come from the company's proxy statement as our provider parsed it. | 2026-09-13 | FMP | Financial Modeling Prep (FMP) key executives (proxy-derived) |
| Recent SEC filings |
| 2026-09-11 | OFFICIAL | SEC EDGAR filer submissions |
Data provided for informational purposes only.