Charles Schwab Investment Management Inc. Increases Stock Position in Victory Capital Holdings, Inc. $VCTR

Posted by Francis Steltz on May 17th, 2026

Charles Schwab Investment Management Inc. boosted its stake in Victory Capital Holdings, Inc. (NASDAQ:VCTR – Free Report) by 3.1% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 550,188 shares of the company’s stock after purchasing an additional 16,390 shares during the quarter. Charles Schwab Investment Management Inc.’s holdings in Victory Capital were worth $34,711,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other institutional investors and hedge funds have also bought and sold shares of the stock. State Street Corp raised its stake in Victory Capital by 0.5% in the fourth quarter. State Street Corp now owns 1,857,636 shares of the company’s stock valued at $117,198,000 after purchasing an additional 8,322 shares in the last quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC raised its stake in Victory Capital by 4.6% in the fourth quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC now owns 89,286 shares of the company’s stock valued at $5,633,000 after purchasing an additional 3,946 shares in the last quarter. Wells Fargo & Company MN raised its stake in Victory Capital by 58.9% in the fourth quarter. Wells Fargo & Company MN now owns 138,823 shares of the company’s stock valued at $8,758,000 after purchasing an additional 51,460 shares in the last quarter. Commonwealth Equity Services LLC purchased a new stake in Victory Capital in the fourth quarter valued at approximately $213,000. Finally, Counterpoint Mutual Funds LLC purchased a new stake in Victory Capital in the fourth quarter valued at approximately $302,000. 87.71% of the stock is owned by hedge funds and other institutional investors.

Victory Capital Trading Down 2.8%

VCTR stock opened at $85.48 on Friday. The company has a market capitalization of $5.35 billion, a PE ratio of 19.25, a price-to-earnings-growth ratio of 0.96 and a beta of 1.09. Victory Capital Holdings, Inc. has a one year low of $57.03 and a one year high of $88.73. The company’s 50 day moving average price is $72.22 and its two-hundred day moving average price is $68.55. The company has a debt-to-equity ratio of 0.41, a quick ratio of 1.13 and a current ratio of 1.13.

Victory Capital (NASDAQ:VCTR – Get Free Report) last posted its quarterly earnings results on Wednesday, May 6th. The company reported $1.82 EPS for the quarter, topping the consensus estimate of $1.63 by $0.19. The firm had revenue of $387.99 million for the quarter, compared to the consensus estimate of $364.97 million. Victory Capital had a net margin of 25.79% and a return on equity of 22.15%. The business’s revenue was up 76.7% compared to the same quarter last year. During the same period last year, the firm posted $1.36 earnings per share. As a group, analysts predict that Victory Capital Holdings, Inc. will post 6.73 earnings per share for the current fiscal year.

Victory Capital Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Thursday, June 25th. Investors of record on Wednesday, June 10th will be paid a $0.50 dividend. The ex-dividend date of this dividend is Wednesday, June 10th. This is a positive change from Victory Capital’s previous quarterly dividend of $0.49. This represents a $2.00 annualized dividend and a dividend yield of 2.3%. Victory Capital’s payout ratio is presently 44.14%.

Analysts Set New Price Targets

A number of brokerages recently weighed in on VCTR. Weiss Ratings reaffirmed a “buy (b)” rating on shares of Victory Capital in a research note on Monday, April 20th. Barclays lifted their price target on shares of Victory Capital from $74.00 to $85.00 and gave the stock an “equal weight” rating in a research note on Friday, May 8th. Royal Bank Of Canada reissued an “outperform” rating and set a $95.00 price target on shares of Victory Capital in a research note on Tuesday. Wall Street Zen raised shares of Victory Capital from a “hold” rating to a “buy” rating in a research note on Saturday. Finally, Morgan Stanley set a $76.00 price target on shares of Victory Capital in a research note on Friday, May 1st. Five analysts have rated the stock with a Buy rating and four have issued a Hold rating to the company’s stock. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $82.71.

Get Our Latest Analysis on VCTR

About Victory Capital

(Free Report)

Victory Capital (NASDAQ:VCTR) is a global investment management firm that provides a broad range of strategies across equities, fixed income, multi-asset and alternative investments. Serving institutional, intermediary and retail clients, the company delivers tailored solutions through active, research-driven portfolio management. Its product lineup includes traditional mutual funds, separately managed accounts, sub-advisory services and specialized strategies such as ESG-focused and municipal bond portfolios.

Founded in 1988, Victory Capital has expanded its capabilities via both organic growth and strategic acquisitions, integrating experienced investment teams to enhance its offerings in areas like smart beta, global equity and fixed income.