Victory Capital Holdings, Inc.

NasdaqGS:VCTR Rapport sur les actions

Capitalisation boursière : US$5.4b

Victory Capital Holdings Croissance future

Future contrôle des critères 4/6

Victory Capital Holdings devrait augmenter ses bénéfices et son chiffre d'affaires de 32.4% et de 3.4% par an respectivement. Le BPA devrait croître de de 25.4% par an. Le rendement des capitaux propres devrait être 24.3% dans 3 ans.

Informations clés

32.4%

Taux de croissance des bénéfices

25.37%

Taux de croissance du BPA

Capital Markets croissance des bénéfices11.7%
Taux de croissance des recettes3.4%
Rendement futur des capitaux propres24.31%
Couverture par les analystes

Good

Dernière mise à jour11 May 2026

Mises à jour récentes de la croissance future

Recent updates

Mise à jour du récit • May 21

VCTR: Rich Multiple And Execution Risks Will Limit Buyback Driven Upside Potential

Analysts have lifted the fair value estimate for Victory Capital Holdings to $76 from $69, citing a mix of updated price targets and research that highlights steadier growth assumptions, a slightly lower discount rate, and higher projected profit margins, all set against a modestly lower future P/E multiple. Analyst Commentary Recent Street research around Victory Capital shows a mixed backdrop, with some firms lifting price targets while others trim expectations or reset ratings.
Mise à jour du récit • May 01

VCTR: Buybacks And Margin Discipline Will Shape A Balanced Future Outlook

Analysts have made a modest adjustment to Victory Capital Holdings' price targets, with recent moves such as the $1 increase from JPMorgan and the $7 reduction from BofA reflecting updated assumptions for growth, margins and valuation multiples, rather than a wholesale change in the investment thesis. Analyst Commentary Recent research on Victory Capital Holdings has been mixed, but there is a clear cluster of constructive views emerging around the stock.
Seeking Alpha • Apr 23

Victory Capital Holdings: Another ~7% EBIT Lift From Synergies Incoming

Summary Victory Capital (VCTR) benefits from the Amundi US acquisition, driving a 33% AUM increase and material synergy potential. Integration synergies are expected to deliver a nearly 7% EBIT lift in the coming year, with $30 million not yet realised but to be realised soon. With full-year Amundi consolidation, synergies, and typical market growth, we anticipate an overall 35% EBIT/NI lift, supporting a forward PE of around 12x. VCTR doesn't trade at a discount though, and we aren't really confident in the state of markets as they ignore ongoing risks. Read the full article on Seeking Alpha
Mise à jour du récit • Apr 17

VCTR: Buybacks And Margin Discipline Will Support A Higher Future P/E

Analysts have adjusted their price targets for Victory Capital Holdings in a tight range, with recent increases of $5 and $6 and smaller trims of $1 and $7, reflecting updated assumptions for discount rate, revenue growth, profit margin, and future P/E, while keeping the $84 fair value estimate unchanged. Analyst Commentary Recent research on Victory Capital Holdings shows that views are mixed but generally constructive, with several bullish analysts adjusting their models while keeping fair value assessments grounded in updated assumptions on discount rates, revenue, profitability, and future P/E multiples.
Mise à jour du récit • Apr 02

VCTR: Buybacks And Expense Discipline Will Support A Higher Future Earnings Multiple

Analysts now place Victory Capital Holdings' fair value at $84, up from $78, reflecting updated assumptions around growth, profitability and valuation that align with recent mixed but generally constructive price target changes on the stock. Analyst Commentary Recent research updates on Victory Capital highlight a generally constructive tone, with several bullish analysts adjusting price targets while acknowledging areas of debate around valuation and execution.
Mise à jour du récit • Mar 19

VCTR: Share Repurchases And Organic Expansion Will Support Future Margin Strength

Analysts have nudged the fair value estimate for Victory Capital Holdings to $74.75 from $73.67. This reflects updated assumptions around growth, profitability and valuation multiples that fed into recent Street price target changes.
Mise à jour du récit • Mar 05

VCTR: Buybacks And UCITS Expansion Will Guide Balanced Execution Driven Return Potential

Analysts have nudged their average price target for Victory Capital Holdings higher by a few dollars into the high $60s, citing updated models that reflect slightly different assumptions for revenue growth, profit margins and forward P/E, while keeping their long term fair value view around $69 unchanged. Analyst Commentary Recent research around Victory Capital has been mixed, with some price targets nudged higher and at least one trimmed slightly.
Mise à jour du récit • Feb 19

VCTR: Buybacks And UCITS Expansion Will Shape Balanced Future Return Profile

Analysts have raised their average price target for Victory Capital Holdings to $69 from $68, citing updated assumptions around fair value, discount rates, revenue growth, and profit margins reflected in recent Street research. Analyst Commentary Recent Street research on Victory Capital Holdings includes both upward and downward price target revisions, along with changes in ratings.
Mise à jour du récit • Feb 04

VCTR: Expense Discipline And Buybacks Will Support Higher Future Earnings Multiple

Analysts have lowered their price target on Victory Capital Holdings by $1 to $70, citing updated assumptions around the discount rate, revenue growth, profit margins, and future P/E that reflect a more measured outlook. The fair value estimate remains unchanged at $78.
Mise à jour du récit • Jan 21

VCTR: Expense Discipline And Buybacks Will Support Stronger Future Earnings Power

Analysts have trimmed their fair value estimate for Victory Capital Holdings to US$78.00 from US$82.00, reflecting a slightly higher discount rate, more cautious revenue growth assumptions, a higher projected profit margin, and a lower future P/E multiple, alongside a recent Street price target move to US$70.00 from US$71.00 following expense-driven Q3 results. Analyst Commentary The most recent Street commentary specific to Victory Capital centers on a modest trimming of fair value and price targets, alongside a Neutral stance.
Mise à jour du récit • Jan 07

VCTR: Expense Discipline And Buybacks Will Shape Balanced Future Return Profile

Analysts recently trimmed their price target on Victory Capital Holdings to $70, a $1 reduction. They cited a Q3 expense beat, while keeping their overall stance on the shares unchanged.
Mise à jour du récit • Dec 16

VCTR: Future Margin Potential And Deal Execution Will Shape Balanced Return Outlook

Analysts have nudged their fair value estimate for Victory Capital Holdings higher to approximately $68 per share from about $61, citing stronger margin potential, higher long term earnings power implied by a lower future P E multiple, and supportive industry research that points to improving organic growth and favorable market driven EPS revisions across traditional asset managers. Analyst Commentary Street research on Victory Capital reflects a more nuanced backdrop than the recent fair value increase might suggest, with bullish long term themes partially offset by pockets of caution around valuation and execution risk.
Mise à jour du récit • Dec 02

VCTR: Improving Organic Expansion Will Drive Margin Strength Ahead

Analysts have modestly lowered their price target for Victory Capital Holdings to $70 from $71. This reflects a slightly more cautious outlook following third-quarter results that showed strong expense control, but tempered revenue growth expectations.
Mise à jour du récit • Nov 18

VCTR: Earnings Profile Will Strengthen With Improving Expense Discipline

Analysts have modestly adjusted their price targets for Victory Capital Holdings, with recent updates reflecting a slight decrease from $71 to $70. These updates highlight continued confidence in the company's improving expense management and organic growth prospects.
Mise à jour du récit • Nov 03

VCTR: Organic Growth Will Accelerate Following Recent Acquisition And Global Expansion

Victory Capital Holdings’ analyst price target was modestly revised downward from $74.83 to $74.00 as analysts weighed slightly lower profit margin projections alongside improved revenue growth expectations following recent strategic developments. Analyst Commentary Recent analyst coverage on Victory Capital Holdings has provided a nuanced view of the company's outlook, reflecting both positive momentum and areas of lingering caution.
Mise à jour du récit • Oct 20

Amundi Partnership And Pioneer Investments Will Expand Global Networks

Victory Capital Holdings' analyst price target has increased modestly, rising by $1 to $84 per share. Analysts cite stronger organic growth prospects, an improved profit margin outlook, and the contributions of recent acquisitions as key drivers for the upward revision.
Mise à jour du récit • Aug 27

Amundi Partnership And Pioneer Investments Will Expand Global Networks

Analysts have raised their price target for Victory Capital Holdings to $76.43, reflecting upward revisions to FY25 earnings driven by improved cost management and optimism regarding the company’s expanded product set and growth prospects following the Amundi merger. Analyst Commentary Bullish analysts cite Victory Capital's expanded product set, including larger fixed income, large-cap equity, and global equity offerings following the Amundi merger, as a key driver for improved growth prospects.
Seeking Alpha • Apr 17

Victory Capital: Screaming Hold Wherever You Look

Summary Victory Capital is fundamentally sound but faces stagnation in balance sheets, share prices, and short-term catalysts, with macroeconomic factors likely to hurt fees and AUM. Despite strategic acquisitions and partnerships, VCTR's revenue and margins remain rangebound, awaiting a significant growth trigger. Valuation is reasonable but not compelling, with a forward P/E of 9.22 and EV/EBITDA appearing cheaper compared to historical and peer metrics. The recommendation is a "Hold" due to stable dividends and financial soundness, but fresh investors may find limited growth prospects and potential business drops. Read the full article on Seeking Alpha
Seeking Alpha • Jan 30

Victory Capital: Great Gains, Oddly Slow Growth

Summary Victory Capital Holdings has outperformed peers and the market, but recent revenue and EPS growth have stagnated, raising concerns about future performance. VCTR's diversified investment offerings and strategic acquisitions, including the recent Amundi US deal, have been key growth drivers since going public in 2018. Interest rate fluctuations have impacted VCTR's financials, and with rates likely to remain elevated, the firm may face challenges ahead. Despite impressive past performance, I rate VCTR a hold due to stagnant growth and uncertain interest rate landscape. Read the full article on Seeking Alpha
Seeking Alpha • Nov 16

Victory Capital: Accelerating Growth By Going Global

Summary Since its IPO, Victory Capital has outperformed the S&P 500 and peers, reflecting effective management, growth through acquisitions, and a growing dividend. Victory's partnership with Amundi Asset Management will expand international distribution, diversify product offerings, and create $100 million in expense synergies. The outlook is highly confident with favorable business climate and potential for further acquisitions. I rate Victory Capital (VCTR) as a Strong Buy due to history of growing earnings, accretive acquisitions, and momentum in expanding globally. Read the full article on Seeking Alpha
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Nouveau récit • Sep 04

Critical Partnerships And Expanding ETF Offerings Fuel Revenue Growth And Competitive Edge

Strategic partnerships and acquisitions are integral to reducing costs and expanding revenue through inorganic growth and enhanced competitive positioning.
Seeking Alpha • Jul 16

Victory Capital: The Real Kicker Is Potential Revenue Synergies

Summary Since the initial management buy-out, Victory Capital Holdings has completed 7 acquisitions which have grown their AUM from $18bn to $170bn. In April VCTR announced that they would acquire Amundi USA. The real kicker here is potential revenue synergies as VCTR and Amundi parent are concurrently entering into a 15-year distribution agreement for US/non-US investment products. Read the full article on Seeking Alpha
Seeking Alpha • Mar 27

Victory Capital: Dividend Increase, Share Repurchases, Diversified Strategies, And Cheap

Summary Victory Capital offers a diversified asset management model with 118 investment strategies and strong financial results. The company provides technology, distribution, and marketing support to its partners, which is likely to attract more asset managers. The stock repurchase agreement and decrease in share count may lead to increased stock demand. However, there are risks from changes in the regulatory framework or failed investment strategies. Read the full article on Seeking Alpha

Prévisions de croissance des bénéfices et des revenus

NasdaqGS:VCTR - Estimations futures des analystes et données financières antérieures (USD Millions )
DateRecettesLes revenusFlux de trésorerie disponibleCash from OpMoy. Nombre d'analystes
12/31/20281,580N/AN/AN/A1
12/31/20271,583547N/AN/A6
12/31/20261,532475N/AN/A4
3/31/20261,475294422425N/A
12/31/20251,306270381385N/A
9/30/20251,164261329332N/A
6/30/20251,029269263266N/A
3/31/2025897295350352N/A
12/31/2024893289339340N/A
9/30/2024867267343345N/A
6/30/2024851237334337N/A
3/31/2024836220330335N/A
12/31/2023821213325330N/A
9/30/2023817210295300N/A
6/30/2023814231307312N/A
3/31/2023826254320325N/A
12/31/2022855276330335N/A
9/30/2022882293372380N/A
6/30/2022901294367377N/A
3/31/2022907284358371N/A
12/31/2021890278364376N/A
9/30/2021862264323332N/A
6/30/2021824245286294N/A
3/31/2021784221271278N/A
12/31/2020775213243251N/A
9/30/2020794195233242N/A
6/30/2020820165289299N/A
3/31/2020729135256261N/A
12/31/201961292N/A227N/A
9/30/201949069N/A202N/A
6/30/201938363N/A124N/A
3/31/201939668N/A126N/A
12/31/201841364N/A134N/A
9/30/201842361N/A137N/A
6/30/201841748N/A129N/A
3/31/201841432N/A112N/A
12/31/201741026N/A96N/A
9/30/201740212N/A76N/A
3/31/2017344-2N/A48N/A
12/31/2016298-6N/A40N/A
12/31/20152414N/A41N/A

Prévisions de croissance des analystes

Taux de revenus par rapport au taux d'épargne: La croissance des bénéfices prévue de VCTR ( 32.4% par an) est supérieure au taux d'épargne ( 3.5% ).

Bénéfices vs marché: Les bénéfices de VCTR ( 32.4% par an) devraient croître plus rapidement que le marché US ( 16.8% par an).

Croissance élevée des bénéfices: Les bénéfices de VCTR devraient augmenter de manière significative au cours des 3 prochaines années.

Chiffre d'affaires vs marché: Le chiffre d'affaires de VCTR ( 3.4% par an) devrait croître plus lentement que le marché de US ( 11.7% par an).

Croissance élevée des revenus: Le chiffre d'affaires de VCTR ( 3.4% par an) devrait croître plus lentement que 20% par an.

Prévisions de croissance du bénéfice par action

Rendement futur des capitaux propres

ROE futur: Le retour sur capitaux propres de VCTR devrait être élevé dans 3 ans ( 24.3 %)

Découvrir les entreprises en croissance

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Analyse de l'entreprise et données financières

DonnéesDernière mise à jour (heure UTC)
Analyse de l'entreprise2026/05/22 12:50
Cours de l'action en fin de journée2026/05/22 00:00
Les revenus2026/03/31
Revenus annuels2025/12/31

Sources de données

Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.

PaquetDonnéesCadre temporelExemple de source américaine *
Finances de l'entreprise10 ans
  • Compte de résultat
  • Tableau des flux de trésorerie
  • Bilan
Estimations consensuelles des analystes+3 ans
  • Prévisions financières
  • Objectifs de prix des analystes
Prix du marché30 ans
  • Cours des actions
  • Dividendes, scissions et actions
Propriété10 ans
  • Actionnaires principaux
  • Délits d'initiés
Gestion10 ans
  • L'équipe dirigeante
  • Conseil d'administration
Principaux développements10 ans
  • Annonces de l'entreprise

* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.

Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.

Modèle d'analyse et flocon de neige

Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github; nous proposons également des guides expliquant comment utiliser nos rapports et des tutoriels sur Youtube.

Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.

Indicateurs de l'industrie et du secteur

Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.

Sources des analystes

Victory Capital Holdings, Inc. est couverte par 12 analystes. 6 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.

AnalysteInstitution
Jeremy CampbellBarclays
Benjamin BudishBarclays
Craig SiegenthalerBofA Global Research