Victory Capital stock price target raised to $66 from $64 at Morgan Stanley

Published 28/07/2025, 21:56
Victory Capital stock price target raised to $66 from $64 at Morgan Stanley

Investing.com - Morgan Stanley (NYSE:MS) has raised its price target on Victory Capital Holdings, Inc. (NASDAQ:VCTR) to $66.00 from $64.00 while maintaining an Equalweight rating on the stock. According to InvestingPro data, the company boasts a perfect Piotroski Score of 9 and currently trades at a P/E ratio of 15.3x, suggesting potential undervaluation relative to its growth prospects.

The price target adjustment comes after Victory Capital’s latest assets under management (AUM) disclosure for June 2025, which showed average total AUM for the second quarter of 2025 came in 2% higher than previously estimated.

End-of-period total AUM was 4% better than prior estimates, though long-term net flows were worse than expected at -$0.66 billion for the quarter, representing a -1.6% annualized organic decay rate.

Morgan Stanley increased its second-quarter 2025 earnings per share estimate by 2.2% to $1.39, while raising its full-year 2025 EPS estimate by 2.5% to $5.68 and its 2026 EPS estimate by 3.6% to $6.35.

The new $66 price target represents a 3% increase and is based on unchanged valuation multiples of 11x P/E and 9x EBITDA.

In other recent news, Victory Capital Holdings Inc . reported its Q1 2025 earnings with an earnings per share (EPS) of $1.36, slightly below the analysts’ forecast of $1.38. The company experienced a 5% decline in revenue from the previous quarter, yet maintained strong operational metrics, such as a significant cash increase and a healthy adjusted EBITDA margin. In a separate development, Moody’s Ratings affirmed Victory Capital’s Ba1 corporate family rating and upgraded its outlook to positive. This change was attributed to the company’s solid operating results and anticipated benefits from its recent transaction with Amundi SA (EPA:AMUN). Additionally, Victory Capital launched three new exchange-traded funds through its investment adviser, Victory Capital Management Inc. These include the VictoryShares Pioneer Asset-Based Income ETF, VictoryShares International Free Cash Flow ETF, and VictoryShares International Free Cash Flow Growth ETF. These developments highlight Victory Capital’s strategic initiatives to expand its product portfolio and strengthen its market position.

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