VCTR

Victory Capital Holdings, Inc.

Nasdaq · Investment Advice · Inc. DE · CIK 0001570827
$84.84 -1.83% $5.3B
High Impact Filing (7/10)14 New Institutional Positions9 Institutional Exits
Vol
Market Cap$5.3B
Cap SizeMid Cap
Analyst ConsensusBuy (54%)
Inst. Holders50 funds
Inst. Value$2.0B
Inst. Activity14 buys / 9 sells
SEC Reports7
Exchange Nasdaq·Sector Investment Advice·Inc. DE·CIK 0001570827·Prev Close $86.42

Recent Activity

Jun 11, 2026 SEC
Four mega-passive institutions (BlackRock, State Street, Morgan Stanley, Wells Fargo) added $280.7M in VCTR during Q3 20
INST-CLUSTER — Impact 3/10
Jun 9, 2026 SEC
Victory Capital filed an 8-K reporting monthly AUM data as of May 31, 2026. Total client assets reached $342.4 billion,
8-K — Impact 3/10
May 29, 2026 Insider
Crestview Partners II GP, L.P. disposed of 2,100,000 shares
Director
May 21, 2026 SEC
Victory Capital refinanced its existing $985M Tranche B-3 term loans with $980M in new Tranche B-4 term loans, reducing
8-K — Impact 4/10
May 7, 2026 short_interest
FTD: VCTR — 11,066 shares ($0.9M) failed to deliver
Settlement: 20260507, Price: $82.29, FTD Value: $910,621.14, VICTORY CAP HLDGS INC CL A (DE
Apr 10, 2026 Insider
Crestview Partners II GP, L.P. was granted 424 shares
Director @ $67.79 ($28.7K)
Apr 10, 2026 Insider
Jackson Mary M. was granted 424 shares
Director @ $67.79 ($28.7K)
Inst.
Capital World Investors — TRIM
2,417,664 shares ($158.3M)

Price Targets

$86.50 +2.0% upside Hold
Current $84.84 Low $76.00 Median $87.50 High $95.00 6 analysts
$76.00 $95.00

Analyst Ratings

Hold54% buy · 13 analysts
3Strong Buy
4Buy
6Hold
0Sell
0Strong Sell
Recent Analyst Actions
DateFirmActionRating
May 8, 2026 JP Morgan MAINTAIN Neutral → Neutral
May 8, 2026 Barclays MAINTAIN Equal-Weight → Equal-Weight
Apr 20, 2026 JP Morgan MAINTAIN Neutral → Neutral
Apr 17, 2026 Barclays MAINTAIN Equal-Weight → Equal-Weight
Feb 10, 2026 RBC Capital MAINTAIN Outperform → Outperform

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $1.73 ▲ +3.0% $1.69 — $1.80 10% YoY 7
Next Q $1.78 ▲ +2.3% $1.67 — $1.92 9% YoY 7
Current FY $7.18 ▲ +5.0% $7.02 — $7.49 13% YoY 6
Next FY $7.75 ▲ +3.6% $7.41 — $8.29 8% YoY 7

Top Institutional Holders

FundValueMove
BlackRock, Inc.$456.2MADD
Amundi$200.0MNEW
Capital World Investors$158.3MTRIM
VANGUARD CAPITAL MANAGEMENT LLC$147.0M
VANGUARD PORTFOLIO MANAGEMENT LLC$130.1M

Recent Insider Trades

DateInsiderTypeValue
May 29, 2026Crestview PartnersJ$0.00
Apr 10, 2026Crestview PartnersA$28.7K
Apr 10, 2026Jackson MaryA$28.7K
Apr 10, 2026DEMARTINI RICHARDA$36.2K
Apr 10, 2026Davanzo LawrenceA$28.7K
50 institutional holders with $2.0B total value (31,174,968 shares) as of 2026-Q1. Top holders: BlackRock,, Amundi, Capital. Net buying activity: 14 institutions added/increased vs 9 reduced.

Top Institutional Holders — 2026-Q1

#FundSharesValue% of TrackedLast Move
1BlackRock, Inc.6,966,974$456.2M22.3%ADD +88.1%
2Amundi3,054,924$200.0M9.8%NEW
3Capital World Investors2,417,664$158.3M7.8%TRIM -35.8%
4VANGUARD CAPITAL MANAGEMENT LLC2,244,525$147.0M7.2%
5VANGUARD PORTFOLIO MANAGEMENT LLC1,987,549$130.1M6.4%
6STATE STREET CORP1,844,403$120.8M5.9%ADD +49.2%
7DIMENSIONAL FUND ADVISORS LP1,743,465$114.2M5.6%
8BANK OF AMERICA CORP /DE/1,007,405$66.0M3.2%
9FRANKLIN RESOURCES INC993,177$65.0M3.2%ADD +25.9%
10FMR LLC815,404$53.4M2.6%DOUBLED +254.2%
11CHARLES SCHWAB INVESTMENT MANAGEMENT INC588,451$38.5M1.9%
12ROYCE & ASSOCIATES LP583,389$38.2M1.9%
13FIL Ltd572,395$37.5M1.8%ADD +34.7%
14GOLDMAN SACHS GROUP INC548,175$35.9M1.8%
15Swedbank AB410,000$26.8M1.3%
16Nuveen, LLC409,070$26.8M1.3%
17TWO SIGMA INVESTMENTS, LP379,687$24.9M1.2%DOUBLED +283.5%
18FULLER & THALER ASSET MANAGEMENT, INC.365,126$23.9M1.2%
19VANGUARD FIDUCIARY TRUST CO331,309$21.7M1.1%
20Mariner, LLC310,388$20.3M1.0%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
Capital World InvestorsTRIM3,768,0012,417,664-35.8%$158.3M2026-Q1
FRANKLIN RESOURCES INCADD788,832993,177+25.9%$65.0M2026-Q1
FMR LLCDOUBLED230,184815,404+254.2%$53.4M2026-Q1
FIL LtdADD425,000572,395+34.7%$37.5M2026-Q1
MORGAN STANLEYTRIM487,929305,324-37.4%$20.0M2026-Q1
Invesco Ltd.TRIM390,511141,139-63.9%$9.2M2026-Q1
ENVESTNET ASSET MANAGEMENT INCADD102,350131,216+28.2%$8.6M2026-Q1
FIRST TRUST ADVISORS LPADD76,991103,792+34.8%$6.8M2026-Q1
JANUS HENDERSON GROUP PLCDOUBLED19,15058,127+203.5%$3.8M2026-Q1
Universal- Beteiligungs- und Servicegesellschaft mbHTRIM70,68252,609-25.6%$3.4M2026-Q1
VOYA INVESTMENT MANAGEMENT LLCTRIM90,21851,234-43.2%$3.4M2026-Q1
POLEN CAPITAL MANAGEMENT LLCDOUBLED11,14539,868+257.7%$2.6M2026-Q1
Connor, Clark & Lunn Investment Management Ltd.TRIM60,24133,000-45.2%$2.2M2026-Q1
NOMURA ASSET MANAGEMENT INTERNATIONAL INC.TRIM39,30027,600-29.8%$1.8M2026-Q1
ExodusPoint Capital Management, LPTRIM48,85123,109-52.7%$1.5M2026-Q1
FIFTH THIRD BANCORPDOUBLED1,34422,661+1586.1%$1.5M2026-Q1
Brevan Howard Capital Management LPDOUBLED3,62112,539+246.3%$821.1K2026-Q1
PNC FINANCIAL SERVICES GROUP, INC.ADD7531,175+56.0%$76.9K2026-Q1
NISA INVESTMENT ADVISORS, LLCADD405575+42.0%$37.7K2026-Q1
ASSETMARK, INCDOUBLED84230+173.8%$15.1K2026-Q1
LOS ANGELES CAPITAL MANAGEMENT LLCNEAR_EXIT1,446203-86.0%$13.3K2026-Q1
Allworth Financial LPADD65122+87.7%$8.0K2026-Q1
HRT FINANCIAL LPADD32,53958,144+78.7%$3.8K2026-Q1
AmundiNEW3,054,924$192.7M2025-Q4
FRANKLIN RESOURCES INCTRIM1,787,442788,832-55.9%$49.8M2025-Q4
12 unique insiders with 23 transactions. Net insider value: $0.00 ($0.00 bought, $0.00 sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
May 29, 2026Crestview Partners II GP, L.P.DirectorJ2,100,000
Apr 10, 2026Crestview Partners II GP, L.P.DirectorAWARD424$67.79$28.7K
Apr 10, 2026Jackson Mary M.DirectorAWARD424$67.79$28.7K
Apr 10, 2026DEMARTINI RICHARD MDirectorAWARD534$67.79$36.2K
Apr 10, 2026Davanzo LawrenceDirectorAWARD424$67.79$28.7K
Apr 10, 2026Rappaport AlanDirectorAWARD977$67.79$66.2K
Apr 10, 2026Hirtler-Garvey KarinDirectorAWARD424$67.79$28.7K
Mar 18, 2026AmundiDirectorAWARD100,000
Mar 18, 2026AmundiDirectorD100,000
Mar 15, 2026Policarpo Michael DennisPresident, CFO & CAOTAX W/H28,031$66.67$1.9M
Mar 15, 2026Gupta NinaChief Legal OfficerTAX W/H17,096$66.67$1.1M
Mar 15, 2026Brown David CraigChairman and CEOTAX W/H50,457$66.67$3.4M
Mar 15, 2026Dhillon Mannik S.President Investment FranchiseTAX W/H7,746$66.67$516.4K
Mar 15, 2026Dhillon Mannik S.President Investment FranchiseAWARD16,499$66.67$1.1M
Mar 15, 2026Sipp Thomas MichaelExecutive Vice PresidentAWARD39,748$66.67$2.6M
Mar 15, 2026Brown David CraigChairman and CEOAWARD101,994$66.67$6.8M
Mar 15, 2026Policarpo Michael DennisPresident, CFO & CAOAWARD62,246$66.67$4.1M
Mar 15, 2026Gupta NinaChief Legal OfficerAWARD26,998$66.67$1.8M
Mar 13, 2026Gupta NinaChief Legal OfficerAWARD76,496
Mar 13, 2026Policarpo Michael DennisPresident, CFO & CAOAWARD295,050
Mar 13, 2026Dhillon Mannik S.President Investment FranchiseAWARD65,561
Mar 13, 2026Sipp Thomas MichaelExecutive Vice PresidentAWARD163,926
Mar 13, 2026Brown David CraigChairman and CEOAWARD590,115

No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.

Current analyst consensus: Hold (54% buy). Based on 13 analysts: 3 strong buy, 4 buy, 6 hold, 0 sell, 0 strong sell.

Analyst Price Targets

$86.50 mean target +2.0% upside Hold (2.57)
$76.00 Low $95.00 High
MetricValue
Current Price$84.84
Target Low$76.00
Target Mean$86.50
Target Median$87.50
Target High$95.00
# Analysts6
RecommendationHold (2.57)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-06-30
$1.73 $1.69 $1.80 9.9% +3.0% 6↑ 0↓ $0.4B 7.0% 7
Next Q
2026-09-30
$1.78 $1.67 $1.92 9.4% +2.3% 4↑ 2↓ $0.4B 6.9% 7
Current FY
2026-12-31
$7.18 $7.02 $7.49 12.6% +5.0% 6↑ 0↓ $1.5B 18.1% 6
Next FY
2027-12-31
$7.75 $7.41 $8.29 8.0% +3.6% 5↑ 0↓ $1.6B 3.9% 7

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$1.726
7d ago$1.712+0.014
30d ago$1.676+0.050
60d ago$1.683+0.043
90d ago$1.692+0.034
4 analyst firms have rated this stock: 0 upgrades, 0 downgrades, 0 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
May 8, 2026 JP Morgan MAINTAIN Neutral Neutral
May 8, 2026 Barclays MAINTAIN Equal-Weight Equal-Weight
Apr 20, 2026 JP Morgan MAINTAIN Neutral Neutral
Apr 17, 2026 Barclays MAINTAIN Equal-Weight Equal-Weight
Feb 10, 2026 RBC Capital MAINTAIN Outperform Outperform
Feb 3, 2026 Morgan Stanley MAINTAIN Equal-Weight Equal-Weight
Jan 20, 2026 JP Morgan MAINTAIN Neutral Neutral
Dec 17, 2025 Morgan Stanley MAINTAIN Equal-Weight Equal-Weight

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Jun 1, 20263460054%
May 1, 20263450058%
Apr 1, 20263450058%
Mar 1, 20263460054%
Feb 1, 20263560057%
Jan 1, 20263560057%
Strong BuyBuyHoldSellStrong Sell

No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.

No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.

May 7, 2026
short_interest
FTD: VCTR — 11,066 shares ($0.9M) failed to deliver
Settlement: 20260507, Price: $82.29, FTD Value: $910,621.14, VICTORY CAP HLDGS INC CL A (DE
May 6, 2026
earnings_calendar
VCTR Q1 2026 Earnings After Market Close — 2026-05-06
May 4, 2026
short_interest
FTD: VCTR — 8,440 shares ($0.7M) failed to deliver
Settlement: 20260504, Price: $77.89, FTD Value: $657,391.6, VICTORY CAP HLDGS INC CL A (DE
Apr 6, 2026
short_interest
FTD: VCTR — 34,796 shares ($2.2M) failed to deliver
Settlement: 20260406, Price: $62.93, FTD Value: $2,189,712.28, VICTORY CAP HLDGS INC CL A (DE
Mar 31, 2026
short_interest
FTD: VCTR — 12,819 shares ($0.8M) failed to deliver
Settlement: 20260331, Price: $64.98, FTD Value: $832,978.62, VICTORY CAP HLDGS INC CL A (DE
Mar 26, 2026
short_interest
FTD: VCTR — 26,146 shares ($1.8M) failed to deliver
Settlement: 20260326, Price: $70.22, FTD Value: $1,835,972.12, VICTORY CAP HLDGS INC CL A (DE
Mar 25, 2026
short_volume
Short Volume: VCTR — 64.0% short (0.3M / 0.5M)
Short: 346,615 | Exempt: 225 | TRF Vol: 541,243 | Short Ratio: 64.0% | Off-exchange volume (dark pool + OTC)
Mar 19, 2026
short_interest
FTD: VCTR — 29,442 shares ($2.0M) failed to deliver
Settlement: 20260319, Price: $67.02, FTD Value: $1,973,202.84, VICTORY CAP HLDGS INC CL A (DE
Mar 18, 2026
short_interest
FTD: VCTR — 81,226 shares ($5.6M) failed to deliver
Settlement: 20260318, Price: $68.66, FTD Value: $5,576,977.16, VICTORY CAP HLDGS INC CL A (DE
Mar 17, 2026
short_interest
FTD: VCTR — 57,307 shares ($3.9M) failed to deliver
Settlement: 20260317, Price: $67.36, FTD Value: $3,860,199.52, VICTORY CAP HLDGS INC CL A (DE
Mar 16, 2026
short_interest
FTD: VCTR — 33,022 shares ($2.2M) failed to deliver
Settlement: 20260316, Price: $66.67, FTD Value: $2,201,576.74, VICTORY CAP HLDGS INC CL A (DE
Mar 12, 2026
short_interest
FTD: VCTR — 95,150 shares ($6.4M) failed to deliver
Settlement: 20260312, Price: $67.69, FTD Value: $6,440,703.5, VICTORY CAP HLDGS INC CL A (DE
Mar 11, 2026
short_interest
FTD: VCTR — 83,323 shares ($5.6M) failed to deliver
Settlement: 20260311, Price: $66.61, FTD Value: $5,550,145.03, VICTORY CAP HLDGS INC CL A (DE
Mar 10, 2026
short_interest
FTD: VCTR — 102,858 shares ($7.1M) failed to deliver
Settlement: 20260310, Price: $68.57, FTD Value: $7,052,973.06, VICTORY CAP HLDGS INC CL A (DE
Mar 6, 2026
short_interest
FTD: VCTR — 23,044 shares ($1.6M) failed to deliver
Settlement: 20260306, Price: $71.10, FTD Value: $1,638,428.4, VICTORY CAP HLDGS INC CL A (DE