Basis: Trailing twelve months (TTM), to the latest fiscal quarter end. Source: stored company filings and market data; unavailable inputs remain N/A.
Is the return on equity (ROE) high or low?
The return on equity (ROE) of 19.41% is 14% below its 5-year average of 22.64%, around the middle of its 5-year range (11.34%–30.37%).
As of the fiscal period ended Tuesday, June 30, 2026. 33.40% above its 12-month average of 14.55%.
Trailing-twelve-month return on equity at each fiscal quarter end; no daily interpolation. Q2 FY2026 (2026-06-30): 19.41%.
RETURN ON EQUITY (ROE)
19.41%
RETURN ON EQUITY (ROE) AVG TTM
14.55%
RETURN ON EQUITY (ROE) AVG 3Y
19.26%
RETURN ON EQUITY (ROE) AVG 5Y
22.64%
RETURN ON EQUITY (ROE) AVG 10Y
N/A
RETURN ON EQUITY (ROE) AVG 15Y
N/A
RETURN ON EQUITY (ROE) AVG 20Y
N/A
CURRENT VS TTM AVG
+33.40%
CURRENT VS 3Y AVG
+0.76%
CURRENT VS 5Y AVG
-14.28%
CURRENT VS 10Y AVG
N/A
CURRENT VS 15Y AVG
N/A
CURRENT VS 20Y AVG
N/A
SECTOR MEDIAN · FINANCIAL SERVICES
8.76%
median of 677 covered companies
CURRENT VS SECTOR MEDIAN
+121.53%
vs the sector median at left
Victory Capital Holdings, Inc.
Market Cap
$7.12B
Return on Equity (ROE)
19.41%
TTM Avg
14.55%
3Y Avg
19.26%
5Y Avg
22.64%
Market Cap
$7.16B
Return on Equity (ROE)
-60.38%
TTM Avg
-9.86%
3Y Avg
-16.65%
5Y Avg
-12.14%
Market Cap
$7.02B
Return on Equity (ROE)
8.76%
TTM Avg
6.38%
3Y Avg
7.28%
5Y Avg
7.82%
Market Cap
$7.34B
Return on Equity (ROE)
41.18%
TTM Avg
26.73%
3Y Avg
17.48%
5Y Avg
16.86%
Market Cap
$7.35B
Return on Equity (ROE)
-5.45%
TTM Avg
0.44%
3Y Avg
-28.88%
5Y Avg
-10.73%
Market Cap
$7.42B
Return on Equity (ROE)
-1323.42%
TTM Avg
-250.28%
3Y Avg
-152.67%
5Y Avg
-114.98%
Market Cap
$6.65B
Return on Equity (ROE)
29.72%
TTM Avg
29.27%
3Y Avg
29.16%
5Y Avg
34.16%
Market Cap
$6.65B
Return on Equity (ROE)
7.79%
TTM Avg
9.96%
3Y Avg
8.54%
5Y Avg
6.17%
Market Cap
$7.65B
Return on Equity (ROE)
8.76%
TTM Avg
6.38%
3Y Avg
7.28%
5Y Avg
7.82%
| NAME | MARKET CAP | RETURN ON EQUITY (ROE) | TTM | 3Y | 5Y |
|---|---|---|---|---|---|
| Victory Capital Holdings, Inc. (VCTR) | $7.12B | 19.41% | 14.55% | 19.26% | 22.64% |
| Riot Platforms, Inc. (RIOT)vs › | $7.16B | -60.38% | -9.86% | -16.65% | -12.14% |
| Valley National Bancorp (VLY)vs › | $7.02B | 8.76% | 6.38% | 7.28% | 7.82% |
| Morningstar, Inc. (MORN)vs › | $7.34B | 41.18% | 26.73% | 17.48% | 16.86% |
| Galaxy Digital (GLXY)vs › | $7.35B | -5.45% | 0.44% | -28.88% | -10.73% |
| TeraWulf Inc. (WULF)vs › | $7.42B | -1323.42% | -250.28% | -152.67% | -114.98% |
| SLM Corporation (SLMBP)vs › | $6.65B | 29.72% | 29.27% | 29.16% | 34.16% |
| PIMCO Dynamic Income Fund (PDI)vs › | $6.65B | 7.79% | 9.96% | 8.54% | 6.17% |
| Valley National Bancorp (VLYPN)vs › | $7.65B | 8.76% | 6.38% | 7.28% | 7.82% |
| Kinsale Capital Group, Inc. (KNSL)vs › | $7.66B | 27.94% | 26.83% | 25.84% | 23.42% |
ROE
19.4%
ROA
11.0%
ROE = Net Income / Total Shareholders' Equity
Return on equity measures how efficiently a company generates profit from shareholders' equity. Higher ROE indicates better capital efficiency.
Expanded definitions: Investopedia, Wikipedia, Corporate Finance Institute
| DATE | RETURN ON EQUITY (ROE) |
|---|---|
| 2026-06-30 | 19.41% |
| 2026-03-31 | 16.11% |
| 2025-12-31 | 13.61% |
| 2025-09-30 | 12.26% |
| 2025-06-30 | 11.34% |
| 2025-03-31 | 25.79% |
| 2024-12-31 | 25.75% |
| 2024-09-30 | 22.74% |
| 2024-06-30 | 21.12% |
| 2024-03-31 | 20.39% |
| 2023-12-31 | 20.24% |
| 2023-09-30 | 19.53% |
| 2023-06-30 | 22.08% |
| 2023-03-31 | 24.18% |
| 2022-12-31 | 25.86% |
| 2022-09-30 | 27.46% |
| 2022-06-30 | 28.36% |
| 2022-03-31 | 28.84% |
| 2021-12-31 | 29.94% |
| 2021-09-30 | 30.37% |
| 2021-06-30 | 30.03% |
| 2021-03-31 | 28.82% |
| 2020-12-31 | 30.04% |
| 2020-09-30 | 29.60% |
| 2020-06-30 | 26.91% |
| 2020-03-31 | 23.25% |
| 2019-12-31 | 17.20% |
| 2019-09-30 | 13.58% |
| 2019-06-30 | 13.02% |
| 2019-03-31 | 14.40% |
| 2018-12-31 | 13.98% |
| 2018-09-30 | 13.80% |
| 2018-06-30 | 11.47% |
| 2018-03-31 | 8.01% |
| 2017-12-31 | 11.17% |
| 2017-09-30 | 5.44% |
