Moody National Bank Trust Division Cuts Stake in Victory Capital Holdings, Inc. $VCTR

Moody National Bank Trust Division lessened its stake in Victory Capital Holdings, Inc. (NASDAQ:VCTR) by 10.5% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 86,440 shares of the company’s stock after selling 10,119 shares during the period. Moody National Bank Trust Division owned about 0.13% of Victory Capital worth $5,454,000 as of its most recent SEC filing.

Other institutional investors have also added to or reduced their stakes in the company. Vanguard Group Inc. lifted its holdings in Victory Capital by 12.2% in the 3rd quarter. Vanguard Group Inc. now owns 4,741,715 shares of the company’s stock worth $307,073,000 after buying an additional 515,845 shares during the period. Capital World Investors boosted its stake in shares of Victory Capital by 4.1% during the 3rd quarter. Capital World Investors now owns 3,612,269 shares of the company’s stock valued at $233,931,000 after purchasing an additional 143,615 shares in the last quarter. Amundi purchased a new position in shares of Victory Capital during the second quarter valued at about $213,219,000. Bahl & Gaynor Inc. raised its stake in Victory Capital by 4.8% in the third quarter. Bahl & Gaynor Inc. now owns 1,723,897 shares of the company’s stock worth $111,640,000 after buying an additional 79,013 shares in the last quarter. Finally, Dimensional Fund Advisors LP lifted its holdings in Victory Capital by 7.2% in the third quarter. Dimensional Fund Advisors LP now owns 1,523,324 shares of the company’s stock worth $98,652,000 after buying an additional 102,828 shares during the period. Hedge funds and other institutional investors own 87.71% of the company’s stock.

Victory Capital Price Performance

Shares of VCTR opened at $67.59 on Wednesday. Victory Capital Holdings, Inc. has a twelve month low of $47.00 and a twelve month high of $77.78. The company has a market capitalization of $4.33 billion, a P/E ratio of 16.61, a price-to-earnings-growth ratio of 0.71 and a beta of 1.04. The firm has a 50 day moving average of $70.46 and a 200 day moving average of $66.73. The company has a quick ratio of 1.47, a current ratio of 1.47 and a debt-to-equity ratio of 0.40.

Victory Capital (NASDAQ:VCTR) last announced its earnings results on Wednesday, February 4th. The company reported $1.78 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.66 by $0.12. The company had revenue of $374.12 million during the quarter, compared to analyst estimates of $371.09 million. Victory Capital had a net margin of 25.27% and a return on equity of 21.86%. The firm’s quarterly revenue was up 61.0% compared to the same quarter last year. During the same period in the previous year, the business posted $1.45 earnings per share. As a group, equities research analysts anticipate 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 Wednesday, March 25th. Investors of record on Tuesday, March 10th will be given a dividend of $0.49 per share. The ex-dividend date is Tuesday, March 10th. This represents a $1.96 annualized dividend and a yield of 2.9%. Victory Capital’s payout ratio is 48.16%.

Wall Street Analysts Forecast Growth

Several analysts have weighed in on the company. Morgan Stanley cut their price objective on Victory Capital from $70.00 to $69.00 and set an “equal weight” rating on the stock in a research report on Tuesday, February 3rd. Royal Bank Of Canada raised their target price on Victory Capital from $78.00 to $84.00 and gave the company an “outperform” rating in a research note on Tuesday, February 10th. JPMorgan Chase & Co. upped their price target on Victory Capital from $70.00 to $71.00 and gave the stock a “neutral” rating in a research note on Tuesday, January 20th. Barclays set a $69.00 price objective on Victory Capital in a report on Friday, February 6th. Finally, Weiss Ratings reiterated a “buy (b)” rating on shares of Victory Capital in a research note on Wednesday, January 21st. Five equities research analysts have rated the stock with a Buy rating and five have issued a Hold rating to the stock. Based on data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus price target of $75.38.

Key Headlines Impacting Victory Capital

Here are the key news stories impacting Victory Capital this week:

• Positive Sentiment: Management has publicly rejected reports that key clients oppose its Janus Henderson proposal and said those reports are misleading, aiming to reassure investors about the offer’s viability. Victory Capital Rejects Reports of Client Pushback in Bid for Janus Henderson
• Positive Sentiment: Victory publicly pushed back on Nelson Peltz’s Trian and other critics, calling attempts to spread negative narratives “misinformation” — a defensive stance intended to support confidence in Victory’s strategy and balance sheet. Victory Capital fires back at Peltz’s Trian as Janus bidding war drags on
• Positive Sentiment: The company issued a formal release touting its financial strength and calling its Janus Henderson proposal “clearly superior,” a message meant to reassure shareholders about funding and long‑term value creation. Victory Capital Sets the Record Straight on Actionability of Its Clearly Superior Proposal to Acquire Janus Henderson
• Neutral Sentiment: Multiple short‑interest updates show large increases on paper but report zero shares / NaN changes and days‑to‑cover of 0.0 — this appears to be a reporting/data anomaly and not evidence of meaningful short activity. (internal short‑interest entries)
• Negative Sentiment: Victory withdrew its proposal to acquire Janus Henderson, a material strategic development that could remove a potential growth/scale path and leave uncertainty about next steps. Victory Capital Withdraws Proposal to Acquire Janus Henderson
• Negative Sentiment: Rival bidders (Trian, General Catalyst) have reportedly stepped up their Janus Henderson offers, intensifying the takeover fight and increasing the risk Victory will be outbid or forced into a costlier contest. Peltz’s Trian, General Catalyst step up Janus bid as takeover fight intensifies

Victory Capital Profile

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.