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SummaryVictory Capital Holdings is rated 'Buy', driven by strong earnings, robust AUM growth, and successful integration of acquisitions like Pioneer.VCTR's strategy leverages M&A and ETF product expansion, supporting revenue, EBITDA, and EPS growth above sector and historical averages.1Q26 results exceeded expectations: revenue +77% yoy, adjusted EBITDA +75% yoy, and stable fee rates amid industry-wide compression.Healthy leverage, consistent dividends, and active share repurchases provide downside support while valuation remains below recent peaks.Marcio Silva/iStock Editorial via Getty Images

Summary Victory Capital Holdings' (VCTR) stock is +37% YTD, driven by stronger-than-expected earnings from a growing ETF segment in addition to higher AUM and earnings from recent acquisitions such as Pioneer. VCTR has a clear strategy to

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