Indicators
Indicators
Value
Direction
MACD(12,26,9)
0.322
Buy
RSI(14)
55.004
Neutral
STOCH(KDJ)(9,3,3)
73.754
Neutral
ATR(14)
1.434
High Vlolatility
CCI(14)
90.914
Neutral
Williams %R
21.529
Buy
TRIX(12,20)
0.072
Sell
StochRSI(14)
72.347
Sell
Victory Capital Holdings Inc
VCTR64.040USD
-0.190-0.30%
Market hours （ET）Quotes delayed by 15 min
4.17BMarket Cap
16.16P/E TTM
TradingKey Stock Score
Overall Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
Peer Comparison
TradingKey Stock Score of Victory Capital Holdings Inc
Currency: USD Updated: 2025-12-24Key Insights
Victory Capital Holdings Inc's fundamentals are relatively very healthy, and its growth potential is high.Its valuation is considered fairly valued, ranking 14/115 in the Investment Banking & Investment Services industry.Institutional ownership is very high.Over the past month, multiple analysts have rated it as Buy, with the highest price target at 72.86.In the medium term, the stock price is expected to remain stable.Despite an average stock market performance over the past month, the company shows strong fundamentals and technicals.The stock price is trading sideways between the support and resistance levels, making it suitable for range-bound swing trading.
Victory Capital Holdings Inc's Score
Support & Resistance
Relevant data have not been disclosed by the company yet.
Score Analysis
Current score
Previous score
Analyst Rating
Based on
8
analysts
Buy
Current Rating
72.857
Target Price
+16.09%
Upside Space
Data disclaimer: Analyst ratings and target prices are provided by LSEG for informational purposes only and do not constitute investment advice.
Victory Capital Holdings Inc Highlights
StrengthsRisks
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 its solutions platform collectively manage a diversified set of 124 investment strategies. The Company's investment adviser is Victory Capital Management Inc.
High Dividend
The company is a high dividend payer, with the latest dividend payout ratio of 35.00%.
Stable Dividend
The company has regularly paid dividends over the past 5 years, with the latest dividend payout ratio of 35.00%.
Undervalued
The company’s latest PB is 1.74, at a low 3-year percentile range.
Institutional Selling
The latest institutional holdings are 53.65M shares, decreasing 4.28% quarter-over-quarter.
Held by Ken Fisher
Star Investor Ken Fisher holds 49.65K shares of this stock.
Financial Health
Currency: USD Updated: 2025-12-24The current financial score of Victory Capital Holdings Inc is 8.17, ranking 10/115 in the Investment Banking & Investment Services industry. Its financial status is robust, and its operating efficiency is average. Its latest quarterly revenue reached 361.19M, representing a year-over-year increase of 60.08%, while its net profit experienced a year-over-year increase of 9.35%.
Score
Financials
9.71
Key Metrics
Cash and cash equivalents
Total assets
Total liabilities
Free cash flow
Relevant data have not been disclosed by the company yet.
Quality of Earnings
6.46
Operational Efficiency
6.11
Growth Potential
10.00
Shareholder Returns
8.59
Victory Capital Holdings Inc's Company Valuation
Currency: USD Updated: 2025-12-24The current valuation score of Victory Capital Holdings Inc is 6.72, ranking 69/115 in the Investment Banking & Investment Services industry. Its current P/E ratio is 16.21, which is 10.08% below the recent high of 17.84 and 58.54% above the recent low of 6.72.
Score
Valuation Dimensions
P/E
P/B
P/S
P/CF
Industry Ranking 14/115
Relevant data have not been disclosed by the company yet.
Earnings Forecast
Currency: USD Updated: 2025-12-24The current earnings forecast score of Victory Capital Holdings Inc is 7.00, ranking 57/115 in the Investment Banking & Investment Services industry. The average price target for Victory Capital Holdings Inc is 70.00, with a high of 85.00 and a low of 68.00.
Score
Support & Resistance
Relevant data have not been disclosed by the company yet.
Analyst Rating
Based on
8
analysts
Buy
Current Rating
72.857
Target Price
+16.09%
Upside Space
Strong Buy
Buy
Hold
Sell
Strong Sell
Peer Comparison
69
Total
7
Median
8
Average
Company name
Ratings
Analysts
Victory Capital Holdings Inc
VCTR
8
Blackstone Inc
BX
24
KKR & Co Inc
KKR
21
BlackRock Inc
BLK
19
Bank of New York Mellon Corp
BK
18
Ares Management Corp
ARES
18
1
2
3
...
14
Financial Forecasting
EPS
Revenue
Net Profit
EBIT
Relevant data have not been disclosed by the company yet.
Data disclaimer: Analyst ratings and target prices are provided by LSEG for informational purposes only and do not constitute investment advice.
Price Momentum
Currency: USD Updated: 2025-12-24The current price momentum score of Victory Capital Holdings Inc is 9.03, ranking 42/115 in the Investment Banking & Investment Services industry. Currently, the stock price is trading between the resistance level at 65.96 and the support level at 61.62, making it suitable for range-bound swing trading.
Score
Support & Resistance
Relevant data have not been disclosed by the company yet.
Indicators
The Indicators feature provides value and direction analysis for various instruments under a selection of technical indicators, together with a technical summary.
This feature includes nine of the commonly used technical indicators: MACD, RSI, KDJ, StochRSI, ATR, CCI, WR, TRIX and MA. You may also adjust the timeframe depending on your needs.
Please note that technical analysis is only part of investment reference, and there is no absolute standard for using numerical values to assess direction. The results are for reference only, and we are not responsible for the accuracy of the indicator calculations and summaries.
Moving Average
Indicators
Value
Direction
MA5
63.760
Buy
MA10
63.758
Buy
MA20
63.225
Buy
MA50
63.232
Buy
MA100
66.015
Sell
MA200
63.897
Buy
Institutional Confidence
Currency: USD Updated: 2025-12-24The current institutional shareholding score of Victory Capital Holdings Inc is 7.00, ranking 33/115 in the Investment Banking & Investment Services industry. The latest institutional shareholding proportion is 80.16%, representing a quarter-over-quarter decrease of 14.45%. The largest institutional shareholder is The Vanguard, holding a total of 4.73M shares, representing 7.29% of shares outstanding, with 19.90% increase in holdings.
Score
Institutional Shareholding
Relevant data have not been disclosed by the company yet.
Shareholder Activity
Name
Shares Held
Chg %
BlackRock Institutional Trust Company, N.A.
Crestview Partners
Capital World Investors
Brown (David Craig)
State Street Investment Management (US)
Franklin Mutual Advisers, LLC
Bahl & Gaynor, Inc.
Van Berkom & Associates Inc.
Dimensional Fund Advisors, L.P.
1
2
Risk Assessment
Currency: USD Updated: 2025-12-24The current risk assessment score of Victory Capital Holdings Inc is 8.22, ranking 44/115 in the Investment Banking & Investment Services industry. The company's beta value is 1.08. This indicates that the stock tends to outperform the index during upward trending markets but experiences larger declines during downward trending markets.
Score
Beta vs S&P 500 index
1.08
VaR
+3.35%
240-Day Maximum Drawdown
+27.34%
240-Day Volatility
+39.86%
Return
Best Daily Return
60 days
+2.68%
120 days
+9.39%
5 years
+12.97%
Worst Daily Return
60 days
-3.95%
120 days
-3.95%
5 years
-9.74%
Sharpe Ratio
60 days
-0.16
120 days
+0.06
5 years
+0.78
Risk Assessment
Maximum Drawdown
240 days
+27.34%
3 years
+29.01%
5 years
+46.45%
Return-to-Drawdown Ratio
240 days
+0.17
3 years
+1.31
5 years
+0.60
Skewness
240 days
+0.73
3 years
+0.24
5 years
+0.12
Volatility
Realised Volatility
240 days
+39.86%
5 years
+37.30%
Standardised True Range
240 days
+3.07%
5 years
+2.02%
Downside Risk-Adjusted Return
120 days
+10.44%
240 days
+10.44%
Maximum Daily Upside Volatility
60 days
+15.42%
Maximum Daily Downside Volatility
60 days
+21.98%
Liquidity
Average Turnover Rate
60 days
+1.03%
120 days
+0.76%
5 years
--
Turnover Deviation
20 days
+54.33%
60 days
+63.88%
120 days
+20.34%
Peer Comparison
Investment Banking & Investment Services
Victory Capital Holdings Inc
VCTR
7.78 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
State Street Corp
STT
8.82 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
Affiliated Managers Group Inc
AMG
8.28 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
Ameriprise Financial Inc
AMP
8.28 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
Bgc Group Inc
BGC
8.22 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
DigitalBridge Group Inc
DBRG
8.17 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
View more
FAQs
How does TradingKey generate the Stock Score of Victory Capital Holdings Inc?
The TradingKey Stock Score provides a comprehensive assessment of Victory Capital Holdings Inc based on 34 indicators derived from over 100 underlying data points. These indicators are categorised into six key dimensions: financial health, company profile, earnings forecasts, price momentum, institutional confidence, and risk assessment, collectively providing investors with a thorough analysis of Victory Capital Holdings Inc’s performance and outlook.
How do we generate the financial health score of Victory Capital Holdings Inc?
To generate the financial health score of Victory Capital Holdings Inc, we analyse various key financial indicators across several core dimensions, including financial fundamentals, earnings quality, operational efficiency, growth potential, and shareholder returns. By integrating these comprehensive data, the financial health score not only reflects Victory Capital Holdings Inc's overall stability, operational efficiency, and growth potential but also captures the investment returns delivered to shareholders. This score aims to support rational decision-making for investors and other stakeholders. A higher score indicates a better financial health of Victory Capital Holdings Inc.
How do we generate the company valuation score of Victory Capital Holdings Inc?
To generate the company valuation score of Victory Capital Holdings Inc, we use several key financial ratios, including P/E, P/B, P/S, and P/CF. These metrics compare Victory Capital Holdings Inc’s market value to its earnings, assets, sales, and cash flow, serving as core indicators for assessing company value. By analysing these ratios in an all-round manner, the valuation score reflects not only the market’s current perception of Victory Capital Holdings Inc’s value but also its future profitability and growth potential, thereby supporting more informed investment decisions. A higher score indicates a fairer valuation of Victory Capital Holdings Inc.
How do we generate the earnings forecast score of Victory Capital Holdings Inc?
To calculate the earnings forecast score of Victory Capital Holdings Inc, we consider various key indicators such as analyst ratings, financial forecasts, support and resistance levels, and peer comparisons:Current ratings and price targets directly reflect analysts’ expectations, while the upside space indicates their views on the stock’s growth potential.Financial metrics like earnings per share (EPS), revenue, net income, and earnings before interest and taxes (EBIT) are core measures for assessing profitability.By analysing the high, median, and low ranges of the target price, we can identify price trends and determine key support and resistance levels.Comparing these indicators against peers provides context for the stock’s performance and helps
anchor more realistic expectations.These factors together form a comprehensive earnings forecast score that accurately reflects the stock’s expected financial performance and growth potential. A higher score suggests that analysts have a more optimistic outlook on Victory Capital Holdings Inc’s future.
How do we generate the price momentum score of Victory Capital Holdings Inc?
When generating the price momentum score for Victory Capital Holdings Inc, we examine momentum indicators including support and resistance levels as well as volume metrics.Support levels represent price points where buying interest is strong enough to prevent further declines, while resistance levels indicate prices where selling pressure may hinder upward movement. By analysing typical price volume alongside total volume, we assess overall market activity and liquidity. These indicators help identify price trends and potential shifts, enabling more accurate predictions of future earnings.This comprehensive approach can reflect market sentiment and enable rational forecasts of Victory Capital Holdings Inc’s prices. A higher score indicates a more stable short-term price trend for Victory Capital Holdings Inc.
How do we generate the institutional confidence score of Victory Capital Holdings Inc?
To generate the institutional confidence score of Victory Capital Holdings Inc, we analyse both the proportion of shares held by institutions and the number of shares they own. A higher institutional ownership percentage indicates strong confidence of professional investors, which is generally a positive signal about Victory Capital Holdings Inc’s potential. By examining the number of shares held, we gain deeper insight into institutions’ commitment and attitude toward the stock, as institutional investors typically conduct thorough analysis before making investment decisions. Understanding institutional confidence helps us refine earnings forecasts and provides a more reliable perspective on the company’s future performance and market stability. A higher score indicates greater institutional endorsement of Victory Capital Holdings Inc.
How do we generate the risk management score of Victory Capital Holdings Inc?
To assess the risk management score of Victory Capital Holdings Inc, we examine multiple key indicators related to returns, risk, volatility, and liquidity.The highest and lowest daily returns reflect the potential size of gains and losses, while the Sharpe ratio measures risk-adjusted return performance. On the risk side, we analyse maximum drawdown and the return-to-drawdown ratio to identify extreme loss scenarios. Skewness helps assess the distribution of returns and whether performance may be biased. Volatility indicators—such as realised volatility and standardised true range—reveal price fluctuations. Downside risk-adjusted returns provide insight into potential losses and gains. Lastly, liquidity metrics like average turnover rate and turnover deviation indicate how actively the stock is traded.These indicators together provide a multi-dimensional understanding of Victory Capital Holdings Inc’s risk-return profile, serving as core factors of the risk management score. A higher score indicates lower risk on the side of Victory Capital Holdings Inc.
