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Victory Capital Holdings, Inc. (VCTR) Stock Analysis

Buy WaitHigh Confidence

Financial Services · Asset Management

Victory Capital Holdings, Inc., together with its subsidiaries, operates as an asset management company in the United States and internationally. It offers specialized investment strategies to institutions, intermediaries, retirement platforms, and individual investors. The... Read more

$70.22+3.3% upside
Score 6.7/10Entry $66.84Target $72.54Reward/Risk 0.3:1

TrendMatrix rates Victory Capital Holdings, Inc. (VCTR) as Buy (Wait for Entry) with high confidence. The stock trades at $70.22 with +3.3% upside to the $72.54 price target. Overall score: 6.7/10 across 10 analysis dimensions. Reward/risk ratio: 0.3:1.

Passes 3/4 gates (positive momentum, clean insider activity, no SEC red flags). Fails on favorable risk/reward ratio. Suitability: aggressive.

Val7.6Qual8.0Grw7.5Mom7.5Sent5.6Ins4.7Peer5.2Tech4.5Risk6.36.7OVERALL

Investment Thesis

+ V7 flight-to-quality bonus: +0.5 (Q=8.0 in RISK_OFF)
+ Sector modifier (): +1.2
+ Strong earnings beat streak (4/4)
- Analyst target reached - limited upside remaining

Fundamentals

P/E (TTM)16.6
P/E (Fwd)8.9
Mkt Cap$4.4B
EV/EBITDA7.9
Profit Mgn25.3%
ROE18.6%
Rev Growth61.0%
Beta1.05
Dividend2.90%
Analysts13
Frequently Asked Questions
Is VCTR stock a buy right now?

TrendMatrix rates Victory Capital Holdings, Inc. (VCTR) as Buy (Wait for Entry) with high confidence. Score 6.7/10. Entry target: $66.84.

What is the VCTR stock price target?

Take-profit target: $72.54 (+3.3% upside). Reward/risk ratio: 0.3:1. Stop-loss: $63.56.

What are the risks of investing in VCTR?

Analyst target reached - limited upside remaining.

Is VCTR overvalued or undervalued?

Victory Capital Holdings, Inc. trades at a P/E of 16.6 (forward 8.9). TrendMatrix value score: 7.6/10. Verdict: Buy (Wait for Entry).

What do analysts say about VCTR?

13 analysts cover VCTR with a consensus score of 3.8/5. Average price target: $75.

What does Victory Capital Holdings, Inc. do?Victory Capital Holdings, Inc., together with its subsidiaries, operates as an asset management company in the United...

Victory Capital Holdings, Inc., together with its subsidiaries, operates as an asset management company in the United States and internationally. It offers specialized investment strategies to institutions, intermediaries, retirement platforms, and individual investors. The company also provides various investment products, including actively and passively managed mutual funds, rules-based and active exchange traded funds (ETF), institutional separate accounts, variable insurance products, alternative investments, private closed end funds, and a 529 education savings plan; and third-party investment products, such as mutual funds, third-party ETF model strategies, retail separately managed accounts, unified managed accounts, collective investment trusts, undertakings for the collective investment in transferable securities, and other pooled vehicles. In addition, it offers investment management services, fund administration services, fund transfer agent services, and fund distribution services. Victory Capital Holdings, Inc. was incorporated in 2013 and is based in San Antonio, Texas.

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49 NEUTRAL
20d50d200dGOLDEN CROSSSupp $65.53Res $74.02

Price Targets

$64
$67
$73
Upside+3.3%
Reward/Risk0.3:1

Position Sizing

ConvictionHIGH
Suggested %0.5%
Max %1%
RegimeRISK_OFF

Risk Alerts

! V8: Target reached (-9.5% upside)
! ASYMMETRY:-1.4=NEGATIVE
BREAKOUTSuitability: Aggressive
Momentum 7.5>=5.0
Insider activity: OK
No SEC red flags
Risk/Reward -1.4=NEGATIVE