Victory Capital(VCTR)
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Stay Ahead of the Game With Victory Capital (VCTR) Q2 Earnings: Wall Street's Insights on Key Metrics
ZACKS· 2024-08-06 22:20
Wall Street analysts forecast that Victory Capital Holdings (VCTR) will report quarterly earnings of $1.29 per share in its upcoming release, pointing to a year-over-year increase of 16.2%. It is anticipated that revenues will amount to $220.82 million, exhibiting an increase of 8.1% compared to the year-ago quarter. The current level reflects a downward revision of 1.8% in the consensus EPS estimate for the quarter over the past 30 days. This demonstrates how the analysts covering the stock have collective ...
Is Victory Capital Holdings (VCTR) Outperforming Other Finance Stocks This Year?
ZACKS· 2024-07-18 22:41
The Zacks Rank is a proven model that highlights a variety of stocks with the right characteristics to outperform the market over the next one to three months. The system emphasizes earnings estimate revisions and favors companies with improving earnings outlooks. Victory Capital Holdings is currently sporting a Zacks Rank of #2 (Buy). In Barclays' case, the consensus EPS estimate for the current year increased 1.3% over the past three months. The stock currently has a Zacks Rank #2 (Buy). For those looking ...
VCTR vs. SEIC: Which Stock Is the Better Value Option?
ZACKS· 2024-07-17 00:46
Value investors analyze a variety of traditional, tried-and-true metrics to help find companies that they believe are undervalued at their current share price levels. Another notable valuation metric for VCTR is its P/B ratio of 3.13. Investors use the P/B ratio to look at a stock's market value versus its book value, which is defined as total assets minus total liabilities. By comparison, SEIC has a P/B of 3.96. Right now, both Victory Capital Holdings and SEI Investments are sporting a Zacks Rank of # 2 ( ...
Will Victory Capital (VCTR) Beat Estimates Again in Its Next Earnings Report?
ZACKS· 2024-07-16 01:11
When looking at the last two reports, this investment management firm has recorded a strong streak of surpassing earnings estimates. The company has topped estimates by 2.54%, on average, in the last two quarters. Price and EPS Surprise Our research shows that stocks with the combination of a positive Earnings ESP and a Zacks Rank #3 (Hold) or better produce a positive surprise nearly 70% of the time. In other words, if you have 10 stocks with this combination, the number of stocks that beat the consensus e ...
VCTR vs. BLK: Which Stock Should Value Investors Buy Now?
ZACKS· 2024-07-16 00:47
Investors looking for stocks in the Financial - Investment Management sector might want to consider either Victory Capital Holdings (VCTR) or BlackRock (BLK) . But which of these two stocks presents investors with the better value opportunity right now? Let's take a closer look. There are plenty of strategies for discovering value stocks, but we have found that pairing a strong Zacks Rank with an impressive grade in the Value category of our Style Scores system produces the best returns. The proven Zacks Ra ...
Victory Capital (VCTR) to Buy Amundi US Business, Form Alliance
ZACKS· 2024-07-10 23:16
Victory Capital Holdings, Inc. (VCTR) has signed a definitive agreement with Amundi regarding their previously disclosed transaction, aiming to enter into mutual distribution agreements and combine the company with Amundi's US business. Per the deal, the Amundi US business (formerly Pioneer Investments) will be merged into Victory Capital. Thus, Amundi will become a strategic shareholder of VCTR with a 26.1% economic stake, subject to customary adjustments. Further, two of Amundi's representatives will join ...
Victory Capital (VCTR) Sees 2.9% Sequential Rise in May AUM
ZACKS· 2024-06-12 22:45
Victory Capital Holdings, Inc. (VCTR) reported assets under management (AUM) of $168.5 billion for May 2024. This reflected a 2.9% increase from $163.6 billion as of Apr 30, 2024. By asset class, VCTR's U.S. Mid Cap Equity AUM increased 2.3% from the April level to $31.73 billion. The U.S. Small Cap Equity AUM of $15.65 billion rose 3%. The Global/Non-U.S. Equity AUM improved 4% to $18.52 billion. The U.S. Large Cap Equity AUM rose 3.9% to $13.66 billion. Also, Victory Capital recorded $57.92 billion in Sol ...
VCTR or SEIC: Which Is the Better Value Stock Right Now?
ZACKS· 2024-06-04 00:46
Investors with an interest in Financial - Investment Management stocks have likely encountered both Victory Capital Holdings (VCTR) and SEI Investments (SEIC) . But which of these two stocks is more attractive to value investors? We'll need to take a closer look to find out. The best way to find great value stocks is to pair a strong Zacks Rank with an impressive grade in the Value category of our Style Scores system. The proven Zacks Rank puts an emphasis on earnings estimates and estimate revisions, while ...
Victory Capital(VCTR) - 2024 Q1 - Earnings Call Transcript
2024-05-10 22:10
财务数据和关键指标变化 - 平均管理资产(AUM)环比增长8%,收入增加1010万美元,达到2.159亿美元 [29] - GAAP营业收入为8480万美元,GAAP净收入略微上升至5570万美元,每股摊薄收益为0.84美元,较前一季度的0.82美元有所上升 [30] - 调整后EBITDA增长4%,达到1.124亿美元,为一年内最高水平 [30] - 调整后每股净收入(含税收益)较第四季度增长9%,较2023年第一季度增长16%,达到1.25美元 [31] - 现金余额为8000万美元,净杠杆比率保持在2.0倍 [32] 各条业务线数据和关键指标变化 - 长期增长和净流入环比和同比改善,达到一年内最佳水平,长期增长销售为70亿美元,净长期AUM流出为10亿美元 [35] - 五个投资品牌在本季度实现净流入,包括Victory Income Investors、WestEnd Advisors、Integrity、Sophus和RS Global [35] 各个市场数据和关键指标变化 - 97%的AUM为美国客户管理,预计Amundi交易完成后,约15%的资产将来自非美国客户 [34] - Amundi U.S.业务在过去五年中每年平均实现120亿美元的总流入,且该部分业务在此期间均为净流入 [26][88] 公司战略和发展方向和行业竞争 - 公司计划通过与Amundi的交易扩大国际分销网络,增强全球化能力 [18] - 预计通过Amundi的全球分销网络,Victory Capital的产品将更广泛地进入国际市场 [19] - 公司将继续在新产品和技术上进行战略投资,以推动增长 [12] 管理层对经营环境和未来前景的评论 - 管理层对未来的展望持乐观态度,认为投资将带来积极的增长 [11] - 固定收益平台的表现良好,预计将继续推动有机增长 [60] 其他重要信息 - 公司在2023年向股东返还了创纪录的资本,预计在Amundi交易完成后将恢复股票回购 [14] - 预计在Amundi交易完成后,公司的杠杆比率将显著降低,提供更多的灵活性 [16] 问答环节所有提问和回答 问题: 关于与Amundi的合作,如何看待未来的有机增长轨迹 - 管理层表示,Amundi U.S.业务在2024年呈现正向有机增长,固定收益平台的潜力令人兴奋 [46] 问题: 关于Amundi的资产流动趋势 - 管理层无法提供完全透明的数据,但指出Amundi U.S.没有ETF平台,未来将利用Victory的ETF平台 [51] 问题: 如何保持运营纪律和利润水平 - 管理层重申将维持49%的长期利润率指导,并对整合能力充满信心 [64] 问题: 关于Amundi产品在美国的销售策略 - 管理层表示将根据客户需求销售Amundi的产品,经济效益与自有产品相似 [75] 问题: 关于解决方案业务的整合 - 管理层表示Amundi的解决方案业务将保持独立,双方将利用各自的优势进行合作 [84]
Victory Capital(VCTR) - 2024 Q1 - Quarterly Report
2024-05-10 22:08
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2024 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from ______ to ______ Commission file number 001-38388 Victory Capital Holdings, Inc. (Exact name of registrant as specified in its charter) (State or other jurisd ...