{"filings":[{"id":928037,"accession_number":"0001193125-26-263039","cik":1570827,"company_name":"Victory Capital Holdings, Inc.","ticker":"VCTR","form_type":"8-K","filed_at":"2026-06-09T12:22:32+00:00","items":["8.01","9.01"],"status":"ready","headline":"Victory Capital reports May total client assets of $342.4B, up from $332.6B in April","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Total AUM of $338.9B as of May 31, 2026, vs $329.1B at April 30, 2026.","Average total AUM for May was $333.6B; average total client assets $337.1B.","Solutions segment AUM $104.5B (largest); Fixed Income $81.2B; U.S. Large Cap $67.5B.","ETF assets rose to $18.5B from $17.3B; money market assets flat at $3.6B.","Other assets (low-fee institutional) totaled $3.6B, up from $3.5B."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":5149440000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":582557,"accession_number":"0001193125-26-234487","cik":1570827,"company_name":"Victory Capital Holdings, Inc.","ticker":"VCTR","form_type":"8-K","filed_at":"2026-05-21T20:24:47+00:00","items":["1.01","2.03","9.01"],"status":"ready","headline":"Victory Capital refinances $980M term loans; new SOFR+1.75% margin","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Entered Seventh Amendment to Credit Agreement on May 18, 2026, replacing $985M Tranche B-3 loans with $980.075M Tranche B-4 term loans.","New loans bear interest at SOFR plus 1.75% or base rate plus 0.75%, with no credit spread adjustment.","Proceeds used solely to refinance existing term loans; terms otherwise substantially similar.","Existing lenders exchanged loans via cashless settlement; Fronting Bank RBC facilitated reallocation."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":5149440000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":42122,"accession_number":"0001193125-26-219720","cik":1570827,"company_name":"Victory Capital Holdings, Inc.","ticker":"VCTR","form_type":"8-K","filed_at":"2026-05-12T20:52:41+00:00","items":["8.01","9.01"],"status":"ready","headline":"Victory Capital reports April Total Client Assets of $332.6B, up from $313.1B in March","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Total AUM as of April 30, 2026: $329.1B; Other Assets $3.5B; Total Client Assets $332.6B.","Month-over-month increase: Total Client Assets rose $19.5B from $313.1B at March 31, 2026.","Average Total AUM for April was $320.4B; average Total Client Assets $323.8B.","Largest asset class: Solutions $99.3B; U.S. Large Cap Equity $65.6B; Fixed Income $80.4B.","By vehicle: Mutual Funds $177.0B, Separate Accounts $134.8B, ETFs $17.3B."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":5149440000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":39521,"accession_number":"0001193125-26-219291","cik":1570827,"company_name":"Victory Capital Holdings, Inc.","ticker":"VCTR","form_type":"8-K","filed_at":"2026-05-12T19:47:39+00:00","items":["5.07"],"status":"ready","headline":"Victory Capital shareholders elect directors, ratify auditor, approve say-on-pay at 2026 annual meeting","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["Class II directors elected: Celine Boyer-Chammard (43.0M for), Mary Jackson (36.8M for), Alan H. Rappaport (40.8M for).","Ratification of Deloitte & Touche as auditor for FY2026: 50.9M for, 40k against, 32k abstain.","Say-on-pay passed with 41.5M for, 2.0M against, 74k abstain.","Broker non-votes of 7.4M shares on director elections and say-on-pay items."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.05,"calibrated_materiality_score":0.05,"market_cap_usd":5149440000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":93751,"accession_number":"0001193125-26-209164","cik":1570827,"company_name":"Victory Capital Holdings, Inc.","ticker":"VCTR","form_type":"8-K","filed_at":"2026-05-06T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Victory Capital reports record Q1 revenue, EPS; raises dividend to $0.50/share","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q1 revenue $388M (record); GAAP EPS $1.33; adjusted EPS $1.82 (record); operating margin 41.0%.","Long-term gross flows $18.9B (record); net outflows narrowed to $457M from $2.1B in Q4 2025.","AUM $309.8B at quarter end; Pioneer integration synergies $104M of $110M target achieved.","Board increases quarterly dividend to $0.50/share (from $0.40?); record 2M shares repurchased in Q1.","Investment performance: 71% of AUM outperformed benchmarks over 1-year; 68% rated 4-5 stars by Morningstar."],"consensus_eps_estimate":1.6448,"consensus_eps_actual":1.33,"consensus_revenue_estimate":null,"consensus_revenue_actual":387989000.0,"consensus_period":"2026-Q1","consensus_source":"xbrl+finnhub","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":5149440000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":93750,"accession_number":"0001193125-26-153004","cik":1570827,"company_name":"Victory Capital Holdings, Inc.","ticker":"VCTR","form_type":"8-K","filed_at":"2026-04-13T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Victory Capital reports March total client assets $313.1B; Q1 long-term net outflows $457M","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Total AUM of $309.8B as of March 31, 2026, down from $324.0B at Feb 28.","Other Assets of $3.3B, bringing Total Client Assets to $313.1B.","First-quarter long-term AUM net flows of -$457 million (negative).","Average Total AUM for March was $315.3B; average Total Client Assets $318.5B.","Q1 2026 earnings results will be reported after market close on May 6; call May 7."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"negative","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":5149440000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":105633,"accession_number":"0001104659-26-033934","cik":1570827,"company_name":"Victory Capital Holdings, Inc.","ticker":"VCTR","form_type":"8-K","filed_at":"2026-03-24T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Victory Capital withdraws proposal to acquire Janus Henderson Group","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Withdrew proposal to acquire Janus Henderson after seeking a consensual, negotiated transaction.","Company disappointed with Special Committee process but maintains admiration for Janus Henderson.","Reaffirms acquisition strategy; will pursue transactions for size, scale, product expansion.","Notes eight acquisitions completed in 11 years; claims best-performing traditional public asset manager since 2018 IPO.","Total shareholder return over 525% since IPO."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":5149440000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":105632,"accession_number":"0001104659-26-032996","cik":1570827,"company_name":"Victory Capital Holdings, Inc.","ticker":"VCTR","form_type":"8-K","filed_at":"2026-03-23T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Victory Capital reiterates $57.05/share bid for Janus Henderson, rebuts Trian","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Proposal: $40.00 cash + 0.250 VCTR shares per JHG share, total $57.05 based on Mar 20 close (superior to Trian's $49.00).","Claims 95%+ client consent in prior acquisitions; $500M annual cost synergies (31% of Janus expense base) deemed reasonable.","Financing fully committed and independent of synergies; no due diligence access yet provided by Janus.","Victory Capital TSR 525%+ since IPO (Feb 2018), best in sector; quarterly dividend $0.49, up five years straight.","Refutes client attrition fears: committed to retaining Janus brand, investment autonomy, and lucrative retention programs."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":5149440000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":105631,"accession_number":"0001104659-26-028975","cik":1570827,"company_name":"Victory Capital Holdings, Inc.","ticker":"VCTR","form_type":"8-K","filed_at":"2026-03-17T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Victory Capital raises Janus Henderson bid to $56.84/share ($40 cash+0.250 stock), 37% premium","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Janus Henderson shareholders to receive $40.00 per share cash plus 0.250 Victory shares per JHG share.","Total implied value of $56.84 per share, a 37% premium to Janus Henderson's unaffected price as of Oct 24, 2025.","Improved proposal adds $1.2bn of incremental aggregate consideration and is a 16% premium to Trian's deal.","Victory Capital has $327B in AUM and committed financing with no financing out; net leverage 3.5x EBITDA ex-synergies.","Company urges Special Committee to engage, noting 95%+ client consent history and no real risk in client consent."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":5149440000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":105630,"accession_number":"0001193125-26-108377","cik":1570827,"company_name":"Victory Capital Holdings, Inc.","ticker":"VCTR","form_type":"8-K","filed_at":"2026-03-16T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Victory Capital grants performance stock awards to CEO, CFO, and other top executives","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["CEO David Brown receives 590,115 performance shares valued at $39.3M; vesting tied to stock price hurdles.","Four stock price hurdles from $100.01 (25% vest) to $133.34 (100% vest) over a 7-year measurement period.","President/CFO Policarpo gets 295,050 shares ($19.7M); three other executives receive smaller grants.","Future annual grants of time-vested shares to recipients will be reduced to offset this one-time award.","No acceleration or continued vesting upon termination except for CEO under his employment agreement."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":5149440000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":105629,"accession_number":"0001193125-26-102403","cik":1570827,"company_name":"Victory Capital Holdings, Inc.","ticker":"VCTR","form_type":"8-K","filed_at":"2026-03-11T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Victory Capital reports Feb 2026 AUM of $324B, up 1% MoM","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Total AUM of $324.0B as of Feb 28, 2026, vs $320.2B on Jan 31, 2026.","Total Client Assets reached $327.1B, up from $323.2B.","Average Total AUM for February was $322.6B.","Solutions segment AUM rose to $96.1B from $94.1B; Fixed Income $80.8B."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.35,"calibrated_materiality_score":0.35,"market_cap_usd":5149440000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":105628,"accession_number":"0001104659-26-020100","cik":1570827,"company_name":"Victory Capital Holdings, Inc.","ticker":"VCTR","form_type":"8-K","filed_at":"2026-02-26T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Victory Capital proposes to acquire Janus Henderson for $57.04/share, 37% premium","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Total consideration $57.04/share: $30 cash + 0.350 VCTR shares; 37% premium to JHG unaffected price as of Oct 24, 2025.","Proposal ~16% higher than Trian's transaction; JHG shareholders to own ~38% of combined company, enterprise value ~$16B.","Fully financed with committed debt, no financing condition; lower client consent threshold (75%) and termination fee than Trian deal.","Victory sent prior proposals on Nov 24, Dec 8, Dec 22, 2025; urges Special Committee to engage immediately."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":5149440000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":105627,"accession_number":"0001193125-26-046705","cik":1570827,"company_name":"Victory Capital Holdings, Inc.","ticker":"VCTR","form_type":"8-K","filed_at":"2026-02-11T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Victory Capital reports Jan 2026 AUM of $320.2B, Total Client Assets $323.2B","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Total AUM $320.2B at Jan 31, 2026, up $6.4B from $313.8B at Dec 31, 2025.","Average AUM for January was $318.3B; average Client Assets $321.2B.","Long-term assets $316.4B; Money Market/Short Term $3.8B.","By vehicle: Mutual Funds $175.0B, Separate Accounts $129.2B, ETFs $16.0B.","U.S. client assets $266.8B, Non-U.S. $56.3B."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":5149440000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":105626,"accession_number":"0001193125-26-037708","cik":1570827,"company_name":"Victory Capital Holdings, Inc.","ticker":"VCTR","form_type":"8-K","filed_at":"2026-02-04T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Victory Capital announces Q4/FY2025 results; press release not included in filing","summary_kind":"llm","event_type":"earnings","confidence":"low","bullets":["Filing states earnings press release issued but no financial figures provided in the 8-K text.","Investors should refer to the full press release for specific EPS, revenue, and guidance details.","No material financial information available from this filing alone."],"consensus_eps_estimate":1.6708,"consensus_eps_actual":4.08,"consensus_revenue_estimate":null,"consensus_revenue_actual":1306131000.0,"consensus_period":"2025-FY","consensus_source":"xbrl+finnhub","sentiment":"neutral","materiality_score":0.1,"calibrated_materiality_score":0.1,"market_cap_usd":5149440000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":105625,"accession_number":"0001193125-26-011816","cik":1570827,"company_name":"Victory Capital Holdings, Inc.","ticker":"VCTR","form_type":"8-K","filed_at":"2026-01-13T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Victory Capital reports Dec 2025 AUM of $313.8B; Q4 long-term net flows -$2.1B","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Total AUM $313.8B, Other Assets $2.8B, Total Client Assets $316.6B as of Dec 31, 2025.","Q4 long-term AUM net outflows of -$2,089 million; Solutions AUM $91.2B, Fixed Income $80.5B.","Average Total AUM for December was $314.5B; average Total Client Assets $317.3B.","Scheduled to report Q4 2025 earnings on Feb 4, 2026 after market close; conference call Feb 5.","ETF AUM rose to $15.0B from $14.7B in Nov; Money Market/Short Term AUM $3.7B."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":5149440000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":121910,"accession_number":"0001193125-25-314330","cik":1570827,"company_name":"Victory Capital Holdings, Inc.","ticker":"VCTR","form_type":"8-K","filed_at":"2025-12-10T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Victory Capital reports November 2025 total client assets of $317.7B","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Total AUM of $314.8B as of Nov 30, up $1.8B from $313.0B on Oct 31, 2025.","November average total AUM was $312.4B, average total client assets $315.2B.","ETF AUM grew to $14.7B from $14.2B; mutual fund AUM held at $173.5B.","Long-term assets increased to $311.1B from $309.3B month over month."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.4,"calibrated_materiality_score":0.4,"market_cap_usd":5149440000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":121909,"accession_number":"0001193125-25-277666","cik":1570827,"company_name":"Victory Capital Holdings, Inc.","ticker":"VCTR","form_type":"8-K","filed_at":"2025-11-12T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Victory Capital reports Oct 2025 Total AUM of $313.0B, up $2.4B from Sept","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Total AUM of $313.0B as of Oct 31, 2025, compared to $310.6B at Sept 30, 2025.","Total Client Assets of $315.8B, up from $313.4B in the prior month.","Average Total AUM for October was $311.8B; average Other Assets $2.7B.","U.S. region Total Client Assets $262.6B; Non-U.S. $53.2B."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":5149440000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":121908,"accession_number":"0001193125-25-269768","cik":1570827,"company_name":"Victory Capital Holdings, Inc.","ticker":"VCTR","form_type":"8-K","filed_at":"2025-11-06T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Victory Capital reports Q3 2025 results; financial details not included in filing text","summary_kind":"llm","event_type":"earnings","confidence":"low","bullets":["Company issued press release on November 6, 2025 for Q3 2025 results.","Press release attached as Exhibit 99.1 but not provided in this summary.","No specific financial figures or guidance changes available from the filing text."],"consensus_eps_estimate":null,"consensus_eps_actual":2.73,"consensus_revenue_estimate":null,"consensus_revenue_actual":932009000.0,"consensus_period":"2025-Q3","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":5149440000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":121907,"accession_number":"0001193125-25-235997","cik":1570827,"company_name":"Victory Capital Holdings, Inc.","ticker":"VCTR","form_type":"8-K","filed_at":"2025-10-09T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Victory Capital Q3 long-term AUM net outflows $244M; total AUM $310.6B at Sept 30","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Total AUM $310.6B at Sept 30, 2025, vs $303.7B at Aug 31, 2025.","Q3 long-term AUM net flows were -$244 million, indicating net outflows.","Average total AUM for September was $308.0B.","Q3 2025 earnings to be reported Nov 6 after market close; call Nov 7 at 8 a.m. ET."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"negative","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":5149440000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":138599,"accession_number":"0001193125-25-218521","cik":1570827,"company_name":"Victory Capital Holdings, Inc.","ticker":"VCTR","form_type":"8-K","filed_at":"2025-09-26T23:59:59+00:00","items":["1.01","2.03","9.01"],"status":"ready","headline":"Victory Capital extends revolving credit facility to 2030, reprices $985M term loan to 2032","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Sixth Amendment to Credit Agreement dated Sept 23, 2025; $100M revolver maturity moved from March 2026 to Sept 2030.","Drawn interest rate margin on revolver reduced by 0.25% per annum.","Existing term loans refinanced with $985M Repriced Term Loans maturing Sept 23, 2032.","Repriced Term Loans bear interest at SOFR + 2.00% or alternate base rate + 1.00%.","Other terms substantially similar to prior credit agreement."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":5149440000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":138598,"accession_number":"0000950170-25-114000","cik":1570827,"company_name":"Victory Capital Holdings, Inc.","ticker":"VCTR","form_type":"8-K","filed_at":"2025-09-10T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Victory Capital reports August 2025 Total Client Assets of $306.4B, AUM up 1.3% from July","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Total AUM $303.7B as of Aug 31, 2025, up from $299.8B in July.","Total Client Assets $306.4B, including $2.7B in low-fee Other Assets.","Solutions segment largest at $83.5B; Fixed Income $80.0B; U.S. Large Cap $61.9B.","ETF assets grew to $13.0B from $12.1B in July, a 7.2% increase.","Average Total Client Assets for August was $305.3B."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":5149440000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":138597,"accession_number":"0000950170-25-106612","cik":1570827,"company_name":"Victory Capital Holdings, Inc.","ticker":"VCTR","form_type":"8-K","filed_at":"2025-08-11T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Victory Capital reports July 2025 total client assets of $302.9B, up slightly from June","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["Total AUM of $299.8B as of July 31, 2025, vs. $298.6B at June 30, 2025.","Other assets of $3.1B, total client assets $302.9B.","Long-term assets $296.1B; money market/short-term $3.7B.","Mutual funds $169.0B, separate accounts $118.7B, ETFs $12.1B.","U.S. client assets $253.8B, non-U.S. $49.1B."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.2,"calibrated_materiality_score":0.2,"market_cap_usd":5149440000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":138596,"accession_number":"0000950170-25-105162","cik":1570827,"company_name":"Victory Capital Holdings, Inc.","ticker":"VCTR","form_type":"8-K","filed_at":"2025-08-07T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Victory Capital Q2 2025 earnings released; no financial details in filing text","summary_kind":"llm","event_type":"earnings","confidence":"low","bullets":["Victory Capital announced results for the three and six months ended June 30, 2025 on August 7, 2025.","The earnings press release (Exhibit 99.1) was not appended to the provided filing text, so specific figures are unavailable.","No guidance, segment data, or comparable period changes can be extracted from this filing."],"consensus_eps_estimate":1.4668,"consensus_eps_actual":1.59,"consensus_revenue_estimate":null,"consensus_revenue_actual":570814000.0,"consensus_period":"2025-Q2","consensus_source":"xbrl+finnhub","sentiment":"neutral","materiality_score":0.15,"calibrated_materiality_score":0.15,"market_cap_usd":5149440000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":138595,"accession_number":"0000950170-25-095102","cik":1570827,"company_name":"Victory Capital Holdings, Inc.","ticker":"VCTR","form_type":"8-K","filed_at":"2025-07-10T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Victory Capital reports June AUM of $298.6B, Q2 long-term net outflows of $660M","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Total Client Assets $301.6B as of June 30, 2025, up from $293.1B at May 31.","Long-term AUM net outflows of -$660M for Q2 2025, indicating persistent redemptions.","Quarter-end AUM by asset class: Solutions $80.0B, Fixed Income $79.8B, U.S. Large Cap $61.8B.","Victory Capital schedules Q2 earnings call for August 8, 2025 at 8:00 a.m. ET."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"negative","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":5149440000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":156049,"accession_number":"0000950170-25-086555","cik":1570827,"company_name":"Victory Capital Holdings, Inc.","ticker":"VCTR","form_type":"8-K/A","filed_at":"2025-06-16T23:59:59+00:00","items":["2.01","9.01"],"status":"ready","headline":"Victory Capital completes acquisition of Amundi US for 26.1% fully diluted stake","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Closed April 1, 2025; issued 3.29M common shares (4.9% of outstanding) and 19.74M preferred shares (26.1% fully diluted).","Amundi US reported 2024 revenue of $543.7M and net income of $113.7M, up from $467.3M and $76.2M in 2023.","Additional 5.44M preferred shares issued May 23, 2025 as true-up for client consents obtained post-closing.","Post-closing consideration subject to customary adjustments; audited and unaudited financials filed pro forma."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":5149440000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":156055,"accession_number":"0000950170-25-084416","cik":1570827,"company_name":"Victory Capital Holdings, Inc.","ticker":"VCTR","form_type":"8-K","filed_at":"2025-06-10T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Victory Capital reports May AUM of $289.4B; guides Q2 fee rate 46-47 bps","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Total AUM $289.4B as of May 31, 2025, up from $279.3B in April; average AUM $285.5B.","Issued 5.4M preferred shares to Amundi on May 23; estimated fully diluted shares ~85M for Q2.","Post-Pioneer integration, consolidated fee rate guidance 46-47 bps; no EBITDA impact from net accounting.","Pioneer Fund administration reimbursements and broker-dealer commissions now shown on net basis."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":5149440000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":156054,"accession_number":"0000950170-25-068008","cik":1570827,"company_name":"Victory Capital Holdings, Inc.","ticker":"VCTR","form_type":"8-K","filed_at":"2025-05-09T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Victory Capital reports April AUM of $279.3B, up 67% MoM on $113B acquisition","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Total AUM of $279.3B as of April 30, 2025, vs $167.5B at March 31 (+67%).","Includes $113B of assets acquired during the month (previously announced acquisition).","Average Total Client Assets for April were $279.5B.","Long-term assets by class: Fixed Income $78.6B, Solutions $72.6B, U.S. Large Cap Equity $55.4B.","Total Client Assets including Other Assets $282.8B."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":5149440000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":156053,"accession_number":"0000950170-25-067102","cik":1570827,"company_name":"Victory Capital Holdings, Inc.","ticker":"VCTR","form_type":"8-K","filed_at":"2025-05-08T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Victory Capital Q1: GAAP EPS $0.96, adjusted $1.36; op. margin 42.3%; dividend raised to $0.49","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["GAAP net income $0.96 per diluted share; adjusted with tax benefit $1.36 per share.","GAAP operating margin 42.3%; Adjusted EBITDA margin 53.0%.","Long-term gross flows $9.3B, net flows ($1.2)B; total client assets $171.4B.","Quarterly dividend increased to $0.49/share, payable June 25 to holders of record June 10.","Amundi transaction closed April 1, boosting scale, diversification, and distribution reach."],"consensus_eps_estimate":null,"consensus_eps_actual":0.96,"consensus_revenue_estimate":null,"consensus_revenue_actual":219602000.0,"consensus_period":"2025-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":5149440000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":156052,"accession_number":"0000950170-25-065790","cik":1570827,"company_name":"Victory Capital Holdings, Inc.","ticker":"VCTR","form_type":"8-K","filed_at":"2025-05-07T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"Victory Capital stockholders elect directors, ratify auditor, approve say-on-pay at 2025 meeting","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["All three Class I director nominees elected: Davanzo, Delaney, Hirtler-Garvey with 36.9M-39.2M for votes.","Ratification of Deloitte as auditor for FY2025 approved: 56.2M for, 80.7K against.","Non-binding advisory say-on-pay approval: 46.5M for, 1.8M against, 7.9M broker non-votes.","Broker non-votes totaled 7.9M shares on director election and say-on-pay proposals."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.1,"calibrated_materiality_score":0.1,"market_cap_usd":5149440000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":156051,"accession_number":"0000950170-25-052547","cik":1570827,"company_name":"Victory Capital Holdings, Inc.","ticker":"VCTR","form_type":"8-K","filed_at":"2025-04-09T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Victory Capital reports March 2025 AUM of $167.5B; Q1 long-term net outflows of $1.2B","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Total AUM as of March 31, 2025: $167.5B, down from $175.5B at Feb 28, 2025.","Total Client Assets: $171.4B at March 31, vs. $179.5B at Feb 28.","Q1 2025 long-term AUM net flows were -$1.2B, indicating net outflows.","First-quarter 2025 earnings call scheduled for May 9, 2025 at 8:00 a.m. ET.","Solutions assets decreased to $63.4B from $65.5B; Money Market/Short Term held relatively flat."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"negative","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":5149440000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":156050,"accession_number":"0001104659-25-031690","cik":1570827,"company_name":"Victory Capital Holdings, Inc.","ticker":"VCTR","form_type":"8-K","filed_at":"2025-04-03T23:59:59+00:00","items":["1.01","2.01","3.02","5.02","5.03","7.01","9.01"],"status":"ready","headline":"Victory Capital closes Amundi US acquisition; raises net expense synergy target to $110M","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Closes Amundi US acquisition; issues 17.6M shares (21.2% fully diluted, 4.9% voting); total expected to reach 26.1%.","Reintroduces Pioneer Investments brand; Pioneer had $544M revenue, $119B AUM, $5.5B net flows in 2024.","Increases net expense synergy target from $100M to $110M; expects >$100M achieved within first year of ownership.","Enters 15-year reciprocal global distribution agreements with Amundi; Victory strategies to be sold via Amundi's global network.","Appoints two Amundi designees (Boyer-Chammard, Carrel-Billiard) to Board; Bob Hurst retires."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":5149440000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":174517,"accession_number":"0000950170-25-036853","cik":1570827,"company_name":"Victory Capital Holdings, Inc.","ticker":"VCTR","form_type":"8-K","filed_at":"2025-03-11T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Victory Capital reports Feb total client assets $179.5B, down from Jan $180.5B","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Total AUM $175.5B, Other Assets $4.1B, Total Client Assets $179.5B as of Feb 28.","Average Total Client Assets in Feb were $180.4B; average Total AUM $176.4B.","AUM by asset class: Solutions $65.5B, Fixed Income $24.4B, U.S. Mid Cap $30.4B, Global/Non-U.S. $20.6B.","AUM by vehicle: Mutual Funds $113.1B, Separate Accounts $52.6B, ETFs $9.8B.","Money Market/Short Term assets were $3.4B; Other institutional assets $4.1B."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.3,"calibrated_materiality_score":0.3,"market_cap_usd":5149440000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":174516,"accession_number":"0000950170-25-034637","cik":1570827,"company_name":"Victory Capital Holdings, Inc.","ticker":"VCTR","form_type":"8-K","filed_at":"2025-03-06T23:59:59+00:00","items":["4.01","9.01"],"status":"ready","headline":"Victory Capital replaces auditor EY with Deloitte ahead of Amundi transaction","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Audit Committee on March 4, 2025 notified EY it will not continue after completing 2024 statutory audits; Deloitte appointed for FY2025.","Reason: auditor independence rules related to Amundi Asset Management contribution agreement.","No disagreements or reportable events between EY and the company in FY2024, FY2023, and interim 2025 period.","No prior consultations with Deloitte on accounting principles or audit matters.","EY's reports for FY2024 and FY2023 were unqualified."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":5149440000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":174515,"accession_number":"0000950170-25-017968","cik":1570827,"company_name":"Victory Capital Holdings, Inc.","ticker":"VCTR","form_type":"8-K","filed_at":"2025-02-11T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Victory Capital Jan 2025 total AUM $176.5B, up 2.7% from Dec","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Total AUM of $176.5B at Jan 31, 2025 vs $171.9B at Dec 31, 2024.","Total Client Assets (incl. Other Assets) $180.5B, up from $176.1B prior month.","Solutions class led growth: $65.4B vs $62.6B; ETFs rose to $8.9B from $7.5B.","Average total AUM for January was $174.1B; average client assets $178.2B.","Money market / short-term assets essentially flat at $3.4B."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":5149440000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":174514,"accession_number":"0000950170-25-015454","cik":1570827,"company_name":"Victory Capital Holdings, Inc.","ticker":"VCTR","form_type":"8-K","filed_at":"2025-02-06T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Victory Capital reports Q4 and full year 2024 results; details not available in provided text","summary_kind":"llm","event_type":"earnings","confidence":"low","bullets":["Q4 and full year 2024 earnings press released on February 6, 2025.","Specific financial figures (EPS, revenue, etc.) not included in the provided filing text.","Refer to full press release for detailed results."],"consensus_eps_estimate":null,"consensus_eps_actual":4.38,"consensus_revenue_estimate":null,"consensus_revenue_actual":893477000.0,"consensus_period":"2024-FY","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.1,"calibrated_materiality_score":0.1,"market_cap_usd":5149440000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":174513,"accession_number":"0000950170-25-004264","cik":1570827,"company_name":"Victory Capital Holdings, Inc.","ticker":"VCTR","form_type":"8-K","filed_at":"2025-01-10T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Victory Capital reports Dec 2024 total client assets of $176.1B, Q4 net outflows of $1.7B","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Total AUM of $171.9B as of Dec 31, 2024; total client assets $176.1B.","Q4 long-term AUM net flows were -$1.7 billion, reflecting net outflows.","Average total AUM for December was $175.8B; average total client assets $174.5B.","Schedules Q4 earnings call for Feb 7, 2025; results release after market close Feb 6."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":5149440000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":191471,"accession_number":"0000950170-24-138516","cik":1570827,"company_name":"Victory Capital Holdings, Inc.","ticker":"VCTR","form_type":"8-K","filed_at":"2024-12-19T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"Victory Capital announces new $200M share repurchase program through 2026","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["New $200M share repurchase program approved by Board, runs through Dec 31, 2026.","Prior $100M stock repurchase authorization has been completed.","CEO David Brown: program is largest in company history, supports capital allocation strategy.","Purchases may be made in open market or private transactions; program may be suspended."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":5149440000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":191470,"accession_number":"0000950170-24-135011","cik":1570827,"company_name":"Victory Capital Holdings, Inc.","ticker":"VCTR","form_type":"8-K","filed_at":"2024-12-10T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Victory Capital reports November AUM of $179.7B, up 4.3% from October","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Total AUM $179.7B as of Nov 30, 2024, up from $172.3B at Oct 31, 2024.","Total Client Assets reached $184.0B, including $4.3B in Other Assets.","Monthly average Total AUM was $176.4B; average Total Client Assets $180.7B.","AUM by vehicle: Mutual Funds $118.8B, Separate Accounts $53.4B, ETFs $7.6B.","Solutions asset class largest at $64.5B; Money Market / Short Term $3.4B."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.4,"calibrated_materiality_score":0.4,"market_cap_usd":5149440000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":191469,"accession_number":"0000950170-24-124719","cik":1570827,"company_name":"Victory Capital Holdings, Inc.","ticker":"VCTR","form_type":"8-K","filed_at":"2024-11-12T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Victory Capital reports October AUM of $172.3B, down 2.2% from September","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Total AUM $172.3B as of Oct 31, down $3.8B from $176.1B at Sep 30.","Total Client Assets (incl. Other Assets) $176.5B, down from $181.1B.","Long-term assets declined across all classes; Money Market rose to $3.4B.","ETFs grew to $6.8B; Mutual Funds decreased to $114.4B."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"negative","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":5149440000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":191468,"accession_number":"0000950170-24-123454","cik":1570827,"company_name":"Victory Capital Holdings, Inc.","ticker":"VCTR","form_type":"8-K","filed_at":"2024-11-07T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Victory Capital Holdings reports Q3 2024 financial results","summary_kind":"llm","event_type":"earnings","confidence":"low","bullets":["Press release dated November 7, 2024 covers results for three and nine months ended September 30, 2024.","No specific financial figures are disclosed in the 8-K body; refer to the attached press release.","Earnings release includes customary forward-looking statements and non-GAAP measures."],"consensus_eps_estimate":null,"consensus_eps_actual":3.21,"consensus_revenue_estimate":null,"consensus_revenue_actual":661106000.0,"consensus_period":"2024-Q3","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":5149440000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":191467,"accession_number":"0000950170-24-114700","cik":1570827,"company_name":"Victory Capital Holdings, Inc.","ticker":"VCTR","form_type":"8-K","filed_at":"2024-10-15T23:59:59+00:00","items":["5.07","7.01","9.01"],"status":"ready","headline":"Victory Capital shareholders approve Amundi deal; close expected Q1 2025","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["All four proposals approved: share issuance (26.1% fully diluted), preferred stock increase, corporate opportunities waiver, and adjournment.","Transaction with Amundi anticipated to close in Q1 2025, subject to regulatory approvals and client consents.","CEO reaffirms $100M expense synergy target, majority within first year after close.","Integration is progressing as planned, per company statement."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":5149440000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":191466,"accession_number":"0000950170-24-113771","cik":1570827,"company_name":"Victory Capital Holdings, Inc.","ticker":"VCTR","form_type":"8-K","filed_at":"2024-10-09T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Victory Capital reports Sept 2024 AUM of $176.1B, Q3 long-term net outflows of $2.6B","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Total AUM of $176.1B and total client assets of $181.1B as of Sept 30, 2024.","Q3 long-term AUM net outflows of $2.6B; average total AUM was $173.8B for September.","Q3 earnings conference call scheduled for Nov 8 at 8 a.m. ET; results due Nov 7 after market close."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":5149440000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":207948,"accession_number":"0001104659-24-104369","cik":1570827,"company_name":"Victory Capital Holdings, Inc.","ticker":"VCTR","form_type":"8-K","filed_at":"2024-09-30T23:59:59+00:00","items":["8.01"],"status":"ready","headline":"Victory Capital faces stockholder lawsuits over Amundi US acquisition proxy disclosures","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Two complaints filed Sept 19, 2024 in New York Supreme Court by stockholders against Victory and its board.","Five demand letters received alleging insufficient disclosures in proxy statement for the Amundi US contribution.","Victory denies allegations but voluntarily supplements proxy with revised financial forecasts and PJT Partners analysis.","Special meeting still set for Oct 11, 2024; board recommends voting FOR the share issuance proposals.","PJT Partners earned $2.5M for opinion, will get $1.5M at closing, plus part of $9M discretionary fee pool."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"negative","materiality_score":0.9,"calibrated_materiality_score":0.9,"market_cap_usd":5149440000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":207947,"accession_number":"0000950170-24-105549","cik":1570827,"company_name":"Victory Capital Holdings, Inc.","ticker":"VCTR","form_type":"8-K","filed_at":"2024-09-11T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Victory Capital reports Aug AUM of $173.8B, Total Client Assets $178.8B","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["AUM of $173.8B at Aug 31, up from $172.1B at July 31, 2024.","Total Client Assets of $178.8B vs. $176.95B at prior month-end.","Average monthly AUM for August was $171.1B.","ETFs grew to $6.4B from $5.9B; Solutions asset class largest at $61.3B.","No other material events or financial items reported."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":5149440000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":207946,"accession_number":"0000950170-24-095501","cik":1570827,"company_name":"Victory Capital Holdings, Inc.","ticker":"VCTR","form_type":"8-K","filed_at":"2024-08-12T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Victory Capital reports July AUM of $172.1B, up 2% from June","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Total AUM $172.1B, up from $168.7B at June 30; Total Client Assets $177.0B.","Solutions segment largest at $59.9B, U.S. Mid Cap Equity $31.9B.","ETF assets grew to $5.9B from $5.4B in June.","Money market / short-term assets $3.3B, relatively flat.","Average total AUM for June was $170.8B."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":5149440000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":207945,"accession_number":"0000950170-24-094116","cik":1570827,"company_name":"Victory Capital Holdings, Inc.","ticker":"VCTR","form_type":"8-K","filed_at":"2024-08-08T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Victory Capital reports Q2 2024 results; no details in 8-K filing","summary_kind":"llm","event_type":"earnings","confidence":"low","bullets":["Press release issued on August 8, 2024, reporting results for Q2 2024 (three and six months ended June 30, 2024).","No financial figures, guidance changes, or segment details included in the 8-K filing text.","Full earnings release attached as Exhibit 99.1 but not provided in the submitted text."],"consensus_eps_estimate":null,"consensus_eps_actual":1.97,"consensus_revenue_estimate":null,"consensus_revenue_actual":435478000.0,"consensus_period":"2024-Q2","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.2,"calibrated_materiality_score":0.2,"market_cap_usd":5149440000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":207944,"accession_number":"0001104659-24-079593","cik":1570827,"company_name":"Victory Capital Holdings, Inc.","ticker":"VCTR","form_type":"8-K","filed_at":"2024-07-12T23:59:59+00:00","items":["1.01","3.02","9.01"],"status":"ready","headline":"Victory Capital to acquire Amundi US for 26.1% fully-diluted stock consideration","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Victory Capital will issue shares of common and convertible preferred stock equal to 26.1% of fully-diluted shares to Amundi for Amundi US.","Closing conditions include shareholder approval, HSR clearance, other regulatory authorizations, and no material adverse effect.","Amundi receives two board seats initially; ownership restrictions apply through 7 years post-close, then may increase up to 24.9% voting.","Post-closing, Victory and Amundi enter 15-year exclusive distribution agreements for active asset management products globally.","Voting agreements secured with Crestview and Employee Shareholders Committee to support share issuance and charter amendments."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.9,"calibrated_materiality_score":0.9,"market_cap_usd":5149440000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":207943,"accession_number":"0000950170-24-082738","cik":1570827,"company_name":"Victory Capital Holdings, Inc.","ticker":"VCTR","form_type":"8-K","filed_at":"2024-07-10T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Victory Capital reports June AUM $168.7B; Q2 long-term net outflows $1.7B","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Total AUM of $168.7B as of June 30, 2024, flat vs $168.5B in May 2024.","Long-term AUM net flows for Q2 2024 were negative $1.7 billion.","Total Client Assets (AUM + Other Assets) stood at $173.8B at quarter end.","Q2 2024 earnings conference call scheduled for August 2, 2024 at 8:00 a.m. ET."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"negative","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":5149440000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":207942,"accession_number":"0000950170-24-082478","cik":1570827,"company_name":"Victory Capital Holdings, Inc.","ticker":"VCTR","form_type":"8-K","filed_at":"2024-07-09T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Victory Capital to combine Amundi US business for 26.1% stake; reciprocal distribution deals","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Amundi US (formerly Pioneer Investments) to be combined into Victory in exchange for a 26.1% economic stake.","Reciprocal 15-year distribution agreements: Victory supplies US products to Amundi globally, Amundi supplies non-US products to US.","Expected low-double-digit EPS accretion within one year of closing; $100M in annual cost savings targeted.","Amundi to get two board seats; transaction expected to close late Q4 2024 or early 2025.","No incremental debt; net leverage ratio projected to improve significantly upon closing."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":5149440000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":225456,"accession_number":"0000950170-24-077313","cik":1570827,"company_name":"Victory Capital Holdings, Inc.","ticker":"VCTR","form_type":"8-K/A","filed_at":"2024-06-25T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"Victory Capital Board determines annual advisory vote on executive compensation","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["Board of Directors decides to hold advisory vote on executive compensation every year.","Determination follows stockholder advisory vote at 2024 Annual Meeting on frequency.","No other changes from the Original 8-K filed May 8, 2024 regarding voting results.","Decision governs frequency until next required stockholder vote on the matter."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.1,"calibrated_materiality_score":0.1,"market_cap_usd":5149440000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null}],"next_cursor":"2024-06-25T23:59:59+00:00|225456"}