secwatch.observer — SEC 8-K summary
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Issuer:     Victory Capital Holdings, Inc. (VCTR)
CIK:        0001570827
Form:       8-K
Filed at:   2024-02-08T23:59:59+00:00
Accession:  0001157523-24-000205
Event type: earnings
Sentiment:  positive
Materiality: 0.75
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

Victory Capital Q4 GAAP EPS $0.82; adj. EPS $1.15; dividend raised 5% to $0.335
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- AUM of $166.6B; long-term net flows ($1.1)B in Q4; GAAP operating margin 41.9%, adj. EBITDA margin 52.3%.
- GAAP net income $0.82/diluted share; adjusted net income with tax benefit $1.15/diluted share.
- Board increased regular quarterly dividend by 5% to $0.335 per share.
- Returned $243M to shareholders in 2023 ($158M buybacks + dividends), up 21% YoY, most ever.
- Investment performance: 62% of AUM outperformed benchmarks over 3 yrs; 70% of mutual fund/ETF AUM rated 4/5 stars by Morningstar.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1570827/000115752324000205/0001157523-24-000205-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1570827/000115752324000205/a53893988.htm
  HTML page:      https://secwatch.observer/filing/0001157523-24-000205

License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer