Barclays raises Victory Capital stock target to $75, keeps rating

Published 07/02/2025, 19:56
Barclays raises Victory Capital stock target to $75, keeps rating

On Friday, Barclays (LON:BARC) analyst Benjamin Budish adjusted the price target for Victory Capital Holdings, Inc. (NASDAQ:VCTR), increasing it to $75.00 from the previous target of $70.00. The firm maintained an Equalweight rating on the stock. The revision follows Victory Capital’s reported adjusted earnings per share (EPS) of $1.45, which surpassed the consensus estimate by approximately 7%. The company’s management fees exceeded expectations due to higher average assets under management (AUM), contributing to the earnings beat. With a perfect Piotroski Score of 9 and a market capitalization of $4.57 billion, InvestingPro analysis suggests the stock is currently slightly undervalued.

Victory Capital’s adjusted earnings before interest, taxes, depreciation, and amortization (EBITDA) also exceeded forecasts by around 3%, amounting to approximately $126 million. The company has demonstrated strong financial performance, with a remarkable 92.78% return over the past year and revenue growth of 6.14%. Despite experiencing another quarter of net outflows, the company’s management reported a slight increase in January flows. Additionally, Victory Capital’s pipeline of won-not-yet-funded projects is reportedly at an all-time high, with expectations that the majority, if not all, will fund within 2025.

In regards to the pending acquisition of Amundi, which Barclays does not cover, Victory Capital anticipates the transaction to finalize in the first quarter of the year. The company has reaffirmed its expectation of achieving $100 million in expense synergies from the deal and has identified numerous distribution opportunities that may arise post-closure.

Victory Capital has also demonstrated a commitment to shareholder returns, announcing a 7% increase in its quarterly dividend. Furthermore, the company has authorized a new $200 million share repurchase program. Management has signaled its intention to remain active in mergers and acquisitions (M&A), indicating an ongoing strategy to grow and enhance shareholder value.

In other recent news, Victory Capital Holdings reported a robust Q3 performance, with total client assets surpassing $181 billion. The company’s strategic transaction with Amundi, which is expected to significantly enhance Victory Capital’s value, is on track to close in the first quarter of 2025. The earnings call also highlighted an increase in average assets under management to $172 billion and a corresponding revenue rise to $225.6 million.

In separate news, BMO Capital Markets updated its outlook on Victory Capital, raising the price target to $71 from $69, while maintaining an Outperform rating. The firm cited several potential growth drivers, including anticipated improvements in net flows and revenue synergies from its partnership with Amundi, as well as a favorable mergers and acquisitions climate. The firm also mentioned the possibility of Victory Capital resuming stock buybacks and an expected reduction in private equity ownership overhang.

These are recent developments that indicate a promising outlook for Victory Capital, bolstered by strategic initiatives, operational strengths, and favorable market conditions.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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