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Victory Capital Holdings, Inc. $VCTR Shares Acquired by Charles Schwab Investment Management Inc.

Victory Capital logo with Finance background

Key Points

  • Charles Schwab Investment Management Inc. increased its stake in Victory Capital Holdings by 4.0%, owning a total of 511,553 shares valued at approximately $29.6 million.
  • The company recently announced a quarterly dividend of $0.49 per share, set to be paid on September 25th, which represents an annual yield of 2.8%.
  • Victory Capital reported a 59.9% year-over-year increase in revenue to $351.21 million and achieved an earnings per share of $1.57, surpassing expectations.
  • Looking to export and analyze Victory Capital data? Unlock 5 Weeks of MarketBeat All Access for Just $5. Claim Your Limited-Time Discount.

Charles Schwab Investment Management Inc. increased its holdings in Victory Capital Holdings, Inc. (NASDAQ:VCTR - Free Report) by 4.0% during the first quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 511,553 shares of the company's stock after acquiring an additional 19,508 shares during the quarter. Charles Schwab Investment Management Inc. owned approximately 0.80% of Victory Capital worth $29,604,000 at the end of the most recent quarter.

A number of other institutional investors have also modified their holdings of the business. Vanguard Group Inc. increased its holdings in shares of Victory Capital by 3.3% in the 1st quarter. Vanguard Group Inc. now owns 4,095,276 shares of the company's stock valued at $236,994,000 after acquiring an additional 129,055 shares during the period. Bank of America Corp DE increased its holdings in shares of Victory Capital by 46.8% in the 4th quarter. Bank of America Corp DE now owns 1,438,413 shares of the company's stock valued at $94,159,000 after acquiring an additional 458,534 shares during the period. Dimensional Fund Advisors LP grew its position in Victory Capital by 2.4% in the 4th quarter. Dimensional Fund Advisors LP now owns 1,425,568 shares of the company's stock valued at $93,320,000 after buying an additional 33,090 shares during the last quarter. Northern Trust Corp grew its position in Victory Capital by 5.7% in the 4th quarter. Northern Trust Corp now owns 435,766 shares of the company's stock valued at $28,525,000 after buying an additional 23,463 shares during the last quarter. Finally, Annex Advisory Services LLC grew its position in Victory Capital by 127.7% in the 1st quarter. Annex Advisory Services LLC now owns 395,252 shares of the company's stock valued at $22,873,000 after buying an additional 221,690 shares during the last quarter. 87.71% of the stock is owned by institutional investors and hedge funds.

Wall Street Analysts Forecast Growth

A number of research firms recently weighed in on VCTR. UBS Group lowered their price objective on shares of Victory Capital from $71.00 to $68.00 and set a "neutral" rating on the stock in a research report on Thursday, May 1st. JPMorgan Chase & Co. lowered their price objective on shares of Victory Capital from $69.00 to $62.00 and set a "neutral" rating on the stock in a research report on Tuesday, April 29th. Wall Street Zen lowered shares of Victory Capital from a "buy" rating to a "hold" rating in a research report on Thursday, May 22nd. Barclays lifted their price objective on shares of Victory Capital from $62.00 to $68.00 and gave the company an "equal weight" rating in a research report on Wednesday, July 16th. Finally, B. Riley lifted their price objective on shares of Victory Capital from $74.00 to $82.00 and gave the company a "buy" rating in a research report on Friday. Five equities research analysts have rated the stock with a Buy rating and four have given a Hold rating to the company. Based on data from MarketBeat.com, the stock presently has a consensus rating of "Moderate Buy" and an average price target of $73.22.

View Our Latest Stock Report on VCTR

Victory Capital Price Performance

Shares of NASDAQ VCTR traded up $2.00 during trading on Friday, hitting $71.78. 882,827 shares of the company were exchanged, compared to its average volume of 619,736. The company has a market cap of $4.79 billion, a price-to-earnings ratio of 17.72, a PEG ratio of 0.76 and a beta of 1.04. Victory Capital Holdings, Inc. has a 1 year low of $47.00 and a 1 year high of $73.42. The firm's fifty day moving average price is $67.16 and its 200 day moving average price is $62.95. The company has a debt-to-equity ratio of 0.39, a current ratio of 1.37 and a quick ratio of 1.37.

Victory Capital (NASDAQ:VCTR - Get Free Report) last issued its earnings results on Thursday, August 7th. The company reported $1.57 EPS for the quarter, topping the consensus estimate of $1.47 by $0.10. The company had revenue of $351.21 million for the quarter, compared to analyst estimates of $348.89 million. Victory Capital had a net margin of 27.18% and a return on equity of 26.46%. The business's revenue was up 59.9% on a year-over-year basis. During the same period in the previous year, the firm earned $1.31 EPS. On average, sell-side analysts expect that Victory Capital Holdings, Inc. will post 6.16 earnings per share for the current fiscal year.

Victory Capital Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Thursday, September 25th. Shareholders of record on Wednesday, September 10th will be given a dividend of $0.49 per share. This represents a $1.96 annualized dividend and a dividend yield of 2.7%. The ex-dividend date is Wednesday, September 10th. Victory Capital's payout ratio is presently 48.40%.

Victory Capital Profile

(Free Report)

Victory Capital Holdings, Inc, together with its subsidiaries, operates as an asset management company in the United States and internationally. It offers investment advisory, fund administration, fund compliance, fund transfer agent, fund distribution, and other management services. The company provides specialized investment strategies to institutions, intermediaries, retirement platforms, and individual investors.

See Also

Institutional Ownership by Quarter for Victory Capital (NASDAQ:VCTR)

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