Stock VCTR VICTORY CAPITAL HOLDINGS, INC.
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Company Victory Capital Holdings, Inc.

Equities

VCTR

US92645B1035

Investment Management & Fund Operators

Real-time Estimate Cboe BZX
Other stock markets
 02:43:33 2024-05-15 pm EDT 		5-day change 1st Jan Change
51.81 USD +0.70% Intraday chart for Victory Capital Holdings, Inc. -0.65% +50.32%
04:48pm Morgan Stanley Adjusts Price Target on Victory Capital to $39 From $32, Maintains Underweight Rating MT
May. 14 RBC Adjusts Price Target on Victory Capital Holdings to $56 From $47, Maintains Outperform Rating MT

Business Summary

Victory Capital Holdings, Inc. is a diversified global asset management firm. The Company provides specialized investment strategies to institutions, intermediaries, retirement platforms and individual investors. With 11 autonomous investment franchises and a solutions platform, the Company offers an array of investment products, including actively and passively managed mutual funds, rules-based and active exchange traded funds (ETFs), institutional separate accounts, variable insurance products (VIPs), alternative investments, private closed end funds, and a 529 Education Savings Plan. Its strategies are also offered through third-party investment products, including mutual funds, third-party ETF model strategies, retail separately managed accounts and unified managed accounts. Its franchises and our solutions platform collectively manage a diversified set of 118 investment strategies. The Company's investment adviser is Victory Capital Management Inc.

Number of employees: 481

Sales per Business

USD in Million2022Weight2023Weight Delta
Investment Management Fees - Mutual Funds (Victory Funds)
53.6 %
465 54.4 % 440 53.6 % -5.38%
Investment Management Fees - Separate Accounts and Other Vehicles
21.1 %
180 21.1 % 173 21.1 % -3.90%
Fund Administration and Distribution Fees - Administration Fees - Mutual Funds (Victory Funds)
12.2 %
105 12.3 % 100 12.2 % -4.38%
Fund Administration and Distribution Fees - Transfer Agent Fees - Mutual Funds (Victory Funds III)
6.7 %
58 6.7 % 55 6.7 % -4.88%
Fund Administration and Distribution Fees - Distribution Fees - Mutual Funds (Victory Funds)
2.7 %
25 2.9 % 22 2.7 % -10.50%
Investment Management Fees - Exchange Traded Funds (Victory Shares)
2.5 %
21 2.4 % 21 2.5 % +0.96%
Investment Management Fees - Performance-based Fees - Mutual Funds (Victory Funds III)
0.7 %
-1 -0.1 % 5 0.7 % -772.41%
Fund Administration and Distribution Fees - Administration Fees - Exchange Traded Funds (Victory Shares)
0.4 %
3 0.3 % 3 0.4 % +2.89%
Investment Management Fees - Performance-based Fees - Separate Accounts and Other Vehicles
0.1 %
-1 -0.1 % 1 0.1 % -297.62%

Sales per region

USD in Million2022Weight2023Weight Delta
United States
100.0 %
855 100.0 % 821 100.0 % -3.95%

Managers

Managers TitleAgeSince
David Brown CEO
 Chief Executive Officer 51 13-02-12
Michael Policarpo PSD
 President 49 -
Matthew Dennis IRC
 Investor Relations Contact - 19-01-27
David Alt PRN
 Corporate Officer/Principal - -
Caroline Churchill SAM
 Sales & Marketing - -
Nina Gupta HRO
 Human Resources Officer 49 16-06-30

Members of the board

Members of the board TitleAgeSince
Robert Hurst BRD
 Director/Board Member 78 16-09-30
Robert Delaney BRD
 Director/Board Member 66 22-05-16
Alan Rappaport BRD
 Director/Board Member 71 13-07-31
Richard DeMartini BRD
 Director/Board Member 71 13-07-31
Lawrence Davanzo BRD
 Director/Board Member 71 14-09-30
Karin Hirtler-Garvey BRD
 Director/Board Member 67 14-09-30
David Brown CEO
 Chief Executive Officer 51 13-02-12
Mary Jackson BRD
 Director/Board Member 57 23-01-25

Share class

VoteQuantityFree-FloatCompany-owned sharesTotal Float
Stock A 1 83,205,100 44,131,303 ( 53.04 %) 18,495,186 ( 22.23 %) 53.04 %

Shareholders

NameEquities%Valuation
Crestview Advisors LLC
18.60 %
11,963,012 18.60 % 600 M $
Vanguard Fiduciary Trust Co.
5.814 %
3,739,363 5.814 % 188 M $
BlackRock Advisors LLC
4.346 %
2,795,094 4.346 % 140 M $
Capital Research & Management Co. (World Investors)
3.455 %
2,221,954 3.455 % 111 M $
David Brown
3.228 %
2,076,222 3.228 % 104 M $
Van Berkom & Associates, Inc.
3.056 %
1,965,734 3.056 % 99 M $
Dimensional Fund Advisors LP
2.484 %
1,597,773 2.484 % 80 M $
LSV Asset Management
1.960 %
1,260,722 1.960 % 63 M $
Granahan Investment Management, LLC
1.887 %
1,213,589 1.887 % 61 M $
James Hawkes
1.828 %
1,175,754 1.828 % 59 M $

Holdings

NameEquities%Valuation
REVENIO GROUP OYJ
0.21%
 55,069 0.21% 1,542,722 $

Company contact information

Victory Capital Holdings, Inc.

15935 La Cantera Parkway 4th floor

78256, San Antonio

+216 898 2400

http://www.vcm.com
address Victory Capital Holdings, Inc.(VCTR)

Group companies

NameCategory and Sector
Victory Capital Management, Inc. (Investment Management)
Logo Victory Capital Management, Inc. (Investment Management)

Victory Capital Management, Inc. (Investment Management)

Investment ManagersFinance

Victory Capital Management, Inc. (Investment Management) (Victory Capital-IM) is the investment management division of Victory Capital Management, Inc., a financial services company headquartered in San Antonio, Texas. They are an indirect, wholly owned subsidiary of Victory Capital Holdings, Inc. (NASDAQ: VCTR). The firm was founded in 1894 and formerly known as Key Asset Management, Inc. Victory Capital-IM provides specialized investment strategies to institutions, intermediaries, retirement platforms and individual investors.

Investment Managers

Sector

Financials
Banking & Investment Services
Investment Banking & Investment Services
Investment Management & Fund Operators
Investment Management

Sales per Business

Ratings for Victory Capital Holdings, Inc.

Trading Rating
Investor Rating
ESG Refinitiv
More Ratings

Analysts' Consensus

Sell
Consensus
Buy
Mean consensus
OUTPERFORM
Number of Analysts
9
Last Close Price
51.45 USD
Average target price
51.5 USD
Spread / Average Target
+0.10%
Consensus

EPS Revisions

Estimates Revisions

Quarterly earnings - Rate of surprise

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Investment Management
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