Victory Capital Holdings, Inc.
VCTRNasdaqFinancials · Investment Advice · DE · SEC filings ↗ · Compare ⊕
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SEC XBRL · annual| FY25 | FY24 | FY23 | FY22 | FY21 | FY20 | |
|---|---|---|---|---|---|---|
| Revenue | $1.31B | $893.5M | $821.0M | $854.8M | $890.3M | $775.4M |
| Operating income | $478.4M | $427.5M | $328.5M | $399.1M | $373.8M | $314.7M |
| Net income | $330.1M | $288.9M | $213.2M | $275.5M | $278.4M | $212.5M |
| Total assets | $4.25B | $2.55B | $2.54B | $2.54B | $2.58B | $1.73B |
| Total liabilities | $1.82B | $1.43B | $1.49B | $1.48B | $1.65B | $1.02B |
| Equity | $2.42B | $1.12B | $1.05B | $1.07B | $929.9M | $707.5M |
| EPS (diluted) | $4.08 | $4.38 | $3.12 | $3.81 | $3.75 | $2.88 |
| Shares out. | 63.7M | 64.3M | 67.6M | 68.8M | 68.7M | 16.2M |
Reported figures from the company's SEC filings (XBRL). Blank where a line item isn't cleanly tagged — never estimated.
Key ratios
from filings · FY2025- Operating margin
- 36.6%
- Net margin
- 25.3%
- Return on equity
- 13.6%
- Return on assets
- 7.8%
- Return on capital (ROCE)
- —
- Liabilities / assets
- 42.9%
- Debt / equity
- 0.75×
- Book value / share
- $38.09
- Revenue growth (YoY)
- 46.2%
- Net income growth (YoY)
- 14.3%
Computed from the company's own SEC figures — no market price, so these are facts, not a valuation. Book value per share is reported equity ÷ shares; it is not the stock price.
Financial health
forensic scores · FY2025- Accruals / assets
- −1.3%clean
- Piotroski F-Score
- 5/8mixed
Altman Z″is a textbook bankruptcy-distress score from book values only (>2.6 safe · 1.1–2.6 grey · <1.1 distress). Accruals = (net income − operating cash flow) ÷ assets; persistently high accruals are an earnings-quality red flag. Beneish M-Scoreis an eight-ratio screen comparing this year with last (M > −1.78 = elevated manipulation-risk screen, not proof). Piotroski F-Scorecounts how many of nine fundamental-health checks pass (shown as passed / applicable; we use operating margin and total liabilities as documented proxies where the exact input isn't XBRL-tagged). Computed from SEC filings — descriptive factors, not advice or a forecast.
Quality score
EDS ScoreOur own multi-factor score from free SEC data — profitability, growth, financial strength, earnings quality, and event/ownership catalysts. No market price and no licensed model: each axis is the share of source-backed checks it passes. Descriptive factors, not advice or a forecast.
Signs
● 5 good- Operating margin is positive
- Revenue is growing year-over-year
- Conservative leverage (liabilities < 50% of assets)
- Positive operating cash flow
- Clean earnings (low accruals)
Derived from the company's own SEC figures (fundamentals, forensic scores, filing discipline) — descriptive factors, not advice or a forecast.
5%+ owners
SEC Schedule 13D / 13G · last 3 yrs- Capital World InvestorsPassive (13G)May 14, 2026
- Vanguard Group IncPassive (13G)Mar 27, 2026
- Crestview Partners Ii Gp, L.P.Passive (13G)Feb 17, 2026
- Blackrock, Inc.Passive (13G)Aug 1, 2025
- AmundiActivist (13D)May 20, 2025
Holders who disclosed a 5%+ stake. 13D signals intent to influence or control; 13G is a passive holding. Latest filing per holder — open it for the exact stake.
Insider transactions
SEC Form 4 · most recent| Insider | Date | Type | Shares | Price |
|---|---|---|---|---|
| Crestview Partners Ii Gp, L.P.Director | May 29, 2026 | J | 2.1M | — |
| Hirtler-Garvey KarinDirector | Apr 10, 2026 | Grant | 424 | $67.79 |
| Rappaport AlanDirector | Apr 10, 2026 | Grant | 977 | $67.79 |
| Davanzo LawrenceDirector | Apr 10, 2026 | Grant | 424 | $67.79 |
| Demartini Richard MDirector | Apr 10, 2026 | Grant | 534 | $67.79 |
| Jackson Mary M.Director | Apr 10, 2026 | Grant | 424 | $67.79 |
| Crestview Partners Ii Gp, L.P.Director | Apr 10, 2026 | Grant | 424 | $67.79 |
| AmundiDirector | Mar 18, 2026 | D | 100,000 | — |
| Policarpo Michael DennisOfficer — President, CFO & CAO | Mar 15, 2026 | Grant | 62,246 | $66.67 |
| Sipp Thomas MichaelOfficer — Executive Vice President | Mar 15, 2026 | Grant | 39,748 | $66.67 |
| Brown David CraigOfficer — Chairman and CEO | Mar 15, 2026 | Grant | 101,994 | $66.67 |
| Dhillon Mannik S.Officer — President Investment Franchise | Mar 15, 2026 | Grant | 16,499 | $66.67 |
Headline trade per Form 4 (officers, directors, 10%+ owners). Buy/sell read from the filing's structured data — blank where a field isn't cleanly tagged.
Short interest
FINRA · bi-monthly| Settlement | Shares short | Days to cover | Δ vs prior |
|---|---|---|---|
| May 15, 2026 | 3.2M | 6.0 | -6.8% |
| Apr 30, 2026 | 3.4M | 8.9 | +16.3% |
| Apr 15, 2026 | 2.9M | 5.1 | +5.3% |
| Mar 31, 2026 | 2.8M | 3.5 | -3.4% |
| Mar 13, 2026 | 2.9M | 3.1 | -5.7% |
Shares sold short as reported to FINRA. Days-to-cover = short shares ÷ average daily volume — higher means more potential squeeze pressure.
Material events
SEC Form 8-K · most recent- Entered a material agreement · New financial obligationMay 21, 2026
- Other material eventMay 12, 2026
- Shareholder voteMay 12, 2026
- Results of operationsMay 6, 2026
- Other material eventApr 13, 2026
- Other material eventMar 24, 2026
- Other material eventMar 23, 2026
- Other material eventMar 17, 2026
Events the company reported on Form 8-K, labelled by the SEC item code it filed under — its own classification, not our interpretation.
Recent SEC filings
All filings ↗- 4OWNERSHIP DOCUMENTMay 29, 2026
- 8-KMay 21, 2026
- SCHEDULE 13G/AMay 14, 2026
- 8-KMay 12, 2026
- 8-KMay 12, 2026
- 10-QMay 7, 2026
- 8-KMay 6, 2026
- 4Apr 14, 2026
- 4Apr 14, 2026
- 4Apr 14, 2026
- 4Apr 14, 2026
- 4Apr 14, 2026
- 4OWNERSHIP DOCUMENTApr 14, 2026
- 8-KApr 13, 2026
- SCHEDULE 13G/AMar 27, 2026
Event-driven situations (2)
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