Latest news with #VictoryCapitalHoldings
Business Wire
5 days ago
- Business
- Business Wire
Victory Capital Reports July 2025 Total Client Assets
SAN ANTONIO--(BUSINESS WIRE)--Victory Capital Holdings, Inc. (NASDAQ: VCTR) ('Victory Capital' or the 'Company') today reported Total Assets Under Management (AUM) of $299.8 billion, Other Assets of $3.1 billion, and Total Client Assets of $302.9 billion, as of July 31, 2025. For the month of July, Average Total AUM was $300.3 billion, average Other Assets was $3.1 billion, and average Total Client Assets was $303.4 billion. 1 Due to rounding, numbers presented in these tables may not add up precisely to the totals provided. 2 Total AUM includes both discretionary assets under management and non-discretionary assets under advisement and excludes Other Assets. 3 Includes institutional and retail share classes, money market and VIP funds. 4 Includes wrap program accounts, CITs, UMAs, UCITS, private funds, and non-U.S. domiciled pooled vehicles. 5 Represents only ETF assets held by third parties and excludes ETF assets held by other Victory Capital products. 6 Includes low-fee (2 to 4 bps) institutional assets. These assets are included as part of Victory's Regulatory Assets Under Management reported in Form ADV Part 1. Expand About Victory Capital Victory Capital (NASDAQ: VCTR) is a diversified global asset management firm with $303 billion in total client assets, as of July 31, 2025. We serve institutional, intermediary, and individual clients through our Investment Franchises and Solutions Platform, which manage specialized investment strategies across traditional and alternative asset classes. Our differentiated approach combines the power of investment autonomy with the support of a robust, fully integrated operational and distribution platform. Clients have access to focused, top-tier investment talent equipped with comprehensive resources designed to deliver competitive long-term performance. Victory Capital is headquartered in San Antonio, Texas. To learn more, visit or follow us on Facebook, Twitter (X), and LinkedIn.
Yahoo
08-08-2025
- Business
- Yahoo
Here's What Key Metrics Tell Us About Victory Capital (VCTR) Q2 Earnings
For the quarter ended June 2025, Victory Capital Holdings (VCTR) reported revenue of $351.21 million, up 59.9% over the same period last year. EPS came in at $1.57, compared to $1.31 in the year-ago quarter. The reported revenue compares to the Zacks Consensus Estimate of $335.82 million, representing a surprise of +4.58%. The company delivered an EPS surprise of +8.28%, with the consensus EPS estimate being $1.45. While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health. As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately. Here is how Victory Capital performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts: Ending Assets Under Management: $298.56 billion compared to the $298.57 billion average estimate based on four analysts. Ending assets under management - Global/Non-U.S. Equity: $25.58 billion compared to the $25.58 billion average estimate based on three analysts. Ending assets under management - Solutions: $79.99 billion versus the three-analyst average estimate of $79.99 billion. Ending assets under management - U.S. Large Cap Equity: $61.84 billion versus the three-analyst average estimate of $50.78 billion. Ending assets under management - U.S. Mid Cap Equity: $31.64 billion versus the three-analyst average estimate of $37.49 billion. Ending assets under management - U.S. Small Cap Equity: $13.14 billion versus $18.35 billion estimated by three analysts on average. Ending assets under management - Alternative Investments: $2.99 billion versus $2.99 billion estimated by three analysts on average. Ending assets under management - Money Market/ Short-term: $3.63 billion compared to the $3.63 billion average estimate based on three analysts. Total Net client cash flows: $-804 million versus the three-analyst average estimate of $-594.7 million. Net client cash flows - U.S. Mid Cap Equity: $-748 million compared to the $-211.03 million average estimate based on three analysts. Revenue- Investment management fees: $282.31 million compared to the $262.94 million average estimate based on four analysts. The reported number represents a change of +63% year over year. Revenue- Fund administration and distribution fees: $68.91 million versus $72.87 million estimated by four analysts on average. Compared to the year-ago quarter, this number represents a +48.3% change. View all Key Company Metrics for Victory Capital here>>> Shares of Victory Capital have returned +7% over the past month versus the Zacks S&P 500 composite's +1.2% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Victory Capital Holdings, Inc. (VCTR) : Free Stock Analysis Report This article originally published on Zacks Investment Research ( Zacks Investment Research Sign in to access your portfolio
Business Insider
12-07-2025
- Business
- Business Insider
Victory Capital Holdings (VCTR) Receives a Rating Update from a Top Analyst
RBC Capital analyst Kenneth Lee maintained a Buy rating on Victory Capital Holdings on July 10 and set a price target of $75.00. The company's shares closed yesterday at $64.70. Elevate Your Investing Strategy: Take advantage of TipRanks Premium at 50% off! Unlock powerful investing tools, advanced data, and expert analyst insights to help you invest with confidence. Make smarter investment decisions with TipRanks' Smart Investor Picks, delivered to your inbox every week. According to TipRanks, Lee is a top 25 analyst with an average return of 19.2% and a 75.65% success rate. Lee covers the Financial sector, focusing on stocks such as Ameriprise Financial, Federated Hermes, and Invesco. The word on The Street in general, suggests a Moderate Buy analyst consensus rating for Victory Capital Holdings with a $71.25 average price target.
Business Wire
10-06-2025
- Business
- Business Wire
Victory Capital Reports May 2025 Total Client Assets and Provides Additional Information Following Close of Amundi Transaction
SAN ANTONIO--(BUSINESS WIRE)--Victory Capital Holdings, Inc. (NASDAQ: VCTR) ('Victory Capital' or the 'Company') today reported Total Assets Under Management (AUM) of $289.4 billion, Other Assets of $3.7 billion, and Total Client Assets of $293.1 billion, as of May 31, 2025. For the month of May, Average Total AUM was $285.5 billion, average Other Assets was $3.6 billion, and average Total Client Assets was $289.2 billion. Second-Quarter Guidance Update As previously disclosed, the Company issued 5.4 million shares of its preferred stock to Amundi S.A., on May 23, 2025, increasing the total number of fully diluted shares to approximately 88.3 million shares. Based on the timing of share issuances, the estimated fully diluted shares outstanding in the second quarter period is expected to be approximately 85 million shares. Moreover, following the successful integration of the Pioneer Investment business on April 1st, the Company's consolidated fee rate realization beginning in the second quarter and going forward is projected to be in the range of 46 to 47 basis points. In addition to differences in average fee rates for the two legacy organizations, to align with Victory Capital's accounting policy, certain Pioneer Fund Administration reimbursements and Broker Dealer commissions will be shown on a net basis whereas, prior to the transaction closing, Pioneer Investments recorded these on a gross basis. The different accounting treatment is the primary driver for the change in projected fee rate realization and there is no expected impact to EBITDA or EBITDA margin resulting from this accounting treatment. The total amount of net expense synergies and the timing to realize them are unchanged. Victory Capital Holdings, Inc. Total Client Assets (unaudited; in millions) 1 As of: May 31, 2025 Solutions $ 76,395 $ 72,635 Fixed Income 78,952 78,569 U.S. Mid Cap Equity 31,074 30,049 U.S. Small Cap Equity 12,849 12,421 U.S. Large Cap Equity 58,921 55,363 Global / Non-U.S. Equity 24,549 23,607 Alternative Investments 2,965 2,933 Total Long-Term Assets $ 285,705 $ 275,579 Money Market / Short Term Assets 3,681 3,703 Total Assets Under Management 2 $ 289,386 $ 279,282 By Vehicle Mutual Funds 3 $ 163,421 $ 157,758 Separate Accounts and Other Pooled Vehicles 4 114,732 111,064 ETFs 5 11,233 10,460 Total Assets Under Management 2 $ 289,386 $ 279,282 Other Assets 6 Institutional $ 3,711 $ 3,555 Total Other Assets $ 3,711 $ 3,555 Total Client Assets Total Assets Under Management $ 289,386 $ 279,282 Total Other Assets 3,711 3,555 Total Client Assets $ 293,097 $ 282,836 By Region U.S. $ 246,520 $ 237,794 Non-U.S. 46,578 45,043 Total Client Assets $ 293,097 $ 282,836 Expand 1 Due to rounding, numbers presented in these tables may not add up precisely to the totals provided. 2 Total AUM includes both discretionary assets under management and non-discretionary assets under advisement and excludes Other Assets. 3 Includes institutional and retail share classes, money market and VIP funds. 4 Includes wrap program accounts, CITs, UMAs, UCITS, private funds, and non-U.S. domiciled pooled vehicles. 5 Represents only ETF assets held by third parties and excludes ETF assets held by other Victory Capital products. 6 Includes low-fee (2 to 4 bps) institutional assets, previously reported in the Solutions asset class within the by asset class table and in Separate Accounts and Other Pooled Vehicles within the by vehicle table. These assets are included as part of Victory's Regulatory Assets Under Management reported in Form ADV Part 1. Expand About Victory Capital Victory Capital is a diversified global asset management firm with total assets under management of $289.4 billion, and $293.1 billion in total client assets, as of May 31, 2025. The Company employs a next-generation business strategy that combines boutique investment qualities with the benefits of a fully integrated, centralized operating and distribution platform. Victory Capital provides specialized investment strategies to institutions, intermediaries, retirement platforms and individual investors. With 12 autonomous Investment Franchises and a Solutions Business, Victory Capital offers a wide array of investment products and services, including mutual funds, ETFs, separately managed accounts, alternative investments, third-party ETF model strategies, collective investment trusts, private funds, a 529 Education Savings Plan, and brokerage services. Victory Capital is headquartered in San Antonio, Texas, with offices and investment professionals in the U.S. and around the world. To learn more please visit or follow Victory Capital on Facebook, Twitter, and LinkedIn.
Business Insider
12-05-2025
- Business
- Business Insider
Analysts' Opinions Are Mixed on These Financial Stocks: Victory Capital Holdings (VCTR) and QBE Insurance Group Limited (OtherQBEIF)
Analysts have been eager to weigh in on the Financial sector with new ratings on Victory Capital Holdings (VCTR – Research Report) and QBE Insurance Group Limited (QBEIF – Research Report). Protect Your Portfolio Against Market Uncertainty Victory Capital Holdings (VCTR) Barclays analyst Benjamin Budish maintained a Hold rating on Victory Capital Holdings on May 9 and set a price target of $62.00. The company's shares closed last Friday at $59.14. According to Budish is a 5-star analyst with an average return of 15.4% and a 71.0% success rate. Budish covers the Financial sector, focusing on stocks such as Virtus Investment Partners, Intercontinental Exchange, and Apollo Global Management. Currently, the analyst consensus on Victory Capital Holdings is a Moderate Buy with an average price target of $68.86, a 16.2% upside from current levels. In a report issued on April 29, J.P. Morgan also maintained a Hold rating on the stock with a $62.00 price target. QBE Insurance Group Limited (QBEIF) Morgan Stanley analyst Andrei Stadnik maintained a Buy rating on QBE Insurance Group Limited today and set a price target of A$24.60. The company's shares closed last Wednesday at $13.50. According to Stadnik is a 4-star analyst with an average return of 7.1% and a 54.4% success rate. Stadnik covers the Financial sector, focusing on stocks such as Insurance Australia Group Limited, Macquarie Group Limited, and Insignia Financial Ltd. Currently, the analyst consensus on QBE Insurance Group Limited is a Strong Buy with an average price target of $15.12, representing a 12.0% upside. In a report issued on April 30, Goldman Sachs also maintained a Buy rating on the stock with a A$25.00 price target.
