Highest-materiality recent filing
Victory Capital to acquire First Eagle for ~$7.0B, creating $571B AUM manager
Total consideration ~$7.0B: $4.4B cash, $2.0B stock, plus assume $575M of First Eagle's 7.25% notes due 2032.
Victory Capital July AUM $345.1B, up from $342.5B in June; client assets $348.8B
Total AUM $345.1B at July 31, 2026 vs. $342.5B at June 30; Total Client Assets $348.8B.
Victory Capital reports Q2 2026 results; specific figures not available in filing text
Company issued press release on August 5, 2026, covering Q2 and H1 2026 financial results.
Victory Capital board member resigns; Amundi exec Nicolas Calcoen appointed director
Dominique Carrel-Billiard resigned from Victory Capital board effective July 23, 2026, due to leaving Amundi; no disagreement with company.
Victory Capital reports June AUM of $342.4B, Q2 net inflows of $4.2B
Total AUM $342.4B as of June 30, 2026; Total Client Assets $346.1B.
Victory Capital reports May total client assets of $342.4B, up from $332.6B in April
Total AUM of $338.9B as of May 31, 2026, vs $329.1B at April 30, 2026.
Victory Capital refinances $980M term loans; new SOFR+1.75% margin
Entered Seventh Amendment to Credit Agreement on May 18, 2026, replacing $985M Tranche B-3 loans with $980.075M Tranche B-4 term loans.
Victory Capital reports April Total Client Assets of $332.6B, up from $313.1B in March
Total AUM as of April 30, 2026: $329.1B; Other Assets $3.5B; Total Client Assets $332.6B.
Class II directors elected: Celine Boyer-Chammard (43.0M for), Mary Jackson (36.8M for), Alan H. Rappaport (40.8M for).
Victory Capital reports record Q1 revenue, EPS; raises dividend to $0.50/share
Q1 revenue $388M (record); GAAP EPS $1.33; adjusted EPS $1.82 (record); operating margin 41.0%.
Victory Capital reports March total client assets $313.1B; Q1 long-term net outflows $457M
Total AUM of $309.8B as of March 31, 2026, down from $324.0B at Feb 28.
Victory Capital withdraws proposal to acquire Janus Henderson Group
Withdrew proposal to acquire Janus Henderson after seeking a consensual, negotiated transaction.
Victory Capital reiterates $57.05/share bid for Janus Henderson, rebuts Trian
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).
Victory Capital raises Janus Henderson bid to $56.84/share ($40 cash+0.250 stock), 37% premium
Janus Henderson shareholders to receive $40.00 per share cash plus 0.250 Victory shares per JHG share.
Victory Capital grants performance stock awards to CEO, CFO, and other top executives
CEO David Brown receives 590,115 performance shares valued at $39.3M; vesting tied to stock price hurdles.
Victory Capital reports Feb 2026 AUM of $324B, up 1% MoM
Total AUM of $324.0B as of Feb 28, 2026, vs $320.2B on Jan 31, 2026.
Victory Capital proposes to acquire Janus Henderson for $57.04/share, 37% premium
Total consideration $57.04/share: $30 cash + 0.350 VCTR shares; 37% premium to JHG unaffected price as of Oct 24, 2025.
Victory Capital reports Jan 2026 AUM of $320.2B, Total Client Assets $323.2B
Total AUM $320.2B at Jan 31, 2026, up $6.4B from $313.8B at Dec 31, 2025.
Victory Capital announces Q4/FY2025 results; press release not included in filing
Filing states earnings press release issued but no financial figures provided in the 8-K text.
Victory Capital reports Dec 2025 AUM of $313.8B; Q4 long-term net flows -$2.1B
Total AUM $313.8B, Other Assets $2.8B, Total Client Assets $316.6B as of Dec 31, 2025.
Victory Capital reports November 2025 total client assets of $317.7B
Total AUM of $314.8B as of Nov 30, up $1.8B from $313.0B on Oct 31, 2025.
Victory Capital reports Oct 2025 Total AUM of $313.0B, up $2.4B from Sept
Total AUM of $313.0B as of Oct 31, 2025, compared to $310.6B at Sept 30, 2025.
Victory Capital reports Q3 2025 results; financial details not included in filing text
Company issued press release on November 6, 2025 for Q3 2025 results.
Victory Capital Q3 long-term AUM net outflows $244M; total AUM $310.6B at Sept 30
Total AUM $310.6B at Sept 30, 2025, vs $303.7B at Aug 31, 2025.
Victory Capital extends revolving credit facility to 2030, reprices $985M term loan to 2032
Sixth Amendment to Credit Agreement dated Sept 23, 2025; $100M revolver maturity moved from March 2026 to Sept 2030.
Victory Capital reports August 2025 Total Client Assets of $306.4B, AUM up 1.3% from July
Total AUM $303.7B as of Aug 31, 2025, up from $299.8B in July.
Victory Capital reports July 2025 total client assets of $302.9B, up slightly from June
Total AUM of $299.8B as of July 31, 2025, vs. $298.6B at June 30, 2025.
Victory Capital Q2 2025 earnings released; no financial details in filing text
Victory Capital announced results for the three and six months ended June 30, 2025 on August 7, 2025.
Victory Capital reports June AUM of $298.6B, Q2 long-term net outflows of $660M
Total Client Assets $301.6B as of June 30, 2025, up from $293.1B at May 31.
Victory Capital completes acquisition of Amundi US for 26.1% fully diluted stake
Closed April 1, 2025; issued 3.29M common shares (4.9% of outstanding) and 19.74M preferred shares (26.1% fully diluted).
Victory Capital reports May AUM of $289.4B; guides Q2 fee rate 46-47 bps
Total AUM $289.4B as of May 31, 2025, up from $279.3B in April; average AUM $285.5B.
Victory Capital reports April AUM of $279.3B, up 67% MoM on $113B acquisition
Total AUM of $279.3B as of April 30, 2025, vs $167.5B at March 31 (+67%).
Victory Capital Q1: GAAP EPS $0.96, adjusted $1.36; op. margin 42.3%; dividend raised to $0.49
GAAP net income $0.96 per diluted share; adjusted with tax benefit $1.36 per share.
Victory Capital stockholders elect directors, ratify auditor, approve say-on-pay at 2025 meeting
All three Class I director nominees elected: Davanzo, Delaney, Hirtler-Garvey with 36.9M-39.2M for votes.
Victory Capital reports March 2025 AUM of $167.5B; Q1 long-term net outflows of $1.2B
Total AUM as of March 31, 2025: $167.5B, down from $175.5B at Feb 28, 2025.
Victory Capital closes Amundi US acquisition; raises net expense synergy target to $110M
Closes Amundi US acquisition; issues 17.6M shares (21.2% fully diluted, 4.9% voting); total expected to reach 26.1%.
Victory Capital reports Feb total client assets $179.5B, down from Jan $180.5B
Total AUM $175.5B, Other Assets $4.1B, Total Client Assets $179.5B as of Feb 28.
Victory Capital replaces auditor EY with Deloitte ahead of Amundi transaction
Audit Committee on March 4, 2025 notified EY it will not continue after completing 2024 statutory audits; Deloitte appointed for FY2025.
Victory Capital Jan 2025 total AUM $176.5B, up 2.7% from Dec
Total AUM of $176.5B at Jan 31, 2025 vs $171.9B at Dec 31, 2024.
Victory Capital reports Q4 and full year 2024 results; details not available in provided text
Q4 and full year 2024 earnings press released on February 6, 2025.
Victory Capital reports Dec 2024 total client assets of $176.1B, Q4 net outflows of $1.7B
Total AUM of $171.9B as of Dec 31, 2024; total client assets $176.1B.
Victory Capital announces new $200M share repurchase program through 2026
New $200M share repurchase program approved by Board, runs through Dec 31, 2026.
Victory Capital reports November AUM of $179.7B, up 4.3% from October
Total AUM $179.7B as of Nov 30, 2024, up from $172.3B at Oct 31, 2024.
Victory Capital reports October AUM of $172.3B, down 2.2% from September
Total AUM $172.3B as of Oct 31, down $3.8B from $176.1B at Sep 30.
Victory Capital Holdings reports Q3 2024 financial results
Press release dated November 7, 2024 covers results for three and nine months ended September 30, 2024.
Victory Capital shareholders approve Amundi deal; close expected Q1 2025
All four proposals approved: share issuance (26.1% fully diluted), preferred stock increase, corporate opportunities waiver, and adjournment.
Victory Capital reports Sept 2024 AUM of $176.1B, Q3 long-term net outflows of $2.6B
Total AUM of $176.1B and total client assets of $181.1B as of Sept 30, 2024.
Victory Capital faces stockholder lawsuits over Amundi US acquisition proxy disclosures
Two complaints filed Sept 19, 2024 in New York Supreme Court by stockholders against Victory and its board.
Victory Capital reports Aug AUM of $173.8B, Total Client Assets $178.8B
AUM of $173.8B at Aug 31, up from $172.1B at July 31, 2024.
Victory Capital reports July AUM of $172.1B, up 2% from June
Total AUM $172.1B, up from $168.7B at June 30; Total Client Assets $177.0B.
On July 22, 2026, Dominique Carrel-Billiard notified the Board of Directors (the “Board”) of Victory Capital Holdings, Inc. (the “Company”) of his intent to resign effective July 23, 2026 due to him leaving Amundi.
On July 23, 2026, the Board upon recommendation of the Nominating & Governance Committee of the Board (the “Nominating Committee”), approved the appointment of Nicolas Calcoen as a member of the Board, effective as of July 23, 2026.
Mr. Carrel-Billiard currently serves as the Seller’s Head of Real and Alternative Assets and has been appointed as a Class III director.
Ms. Boyer-Chammard currently serves as the Seller’s Head of Sustainable Transformation and Organization and has been appointed as a Class II director.
The Company announced that Bob Hurst, one of Crestview Partners’ nominees on the Company’s board of directors (the “Board”), retired from the Board effective as of April 1, 2025
On December 29, 2023, Milton Berlinski announced his decision to resign from the Board of Directors (the “Board”) of Victory Capital Holdings, Inc. (the “Company”) effective December 31, 2023, after nine years of service.
On January 26, 2023, the Board of Directors (the “Board”) of Victory Capital (the “Company”) voted to add Vice Admiral Mary Jackson to the Board as a Class II Director.
Max materiality 0.90 · Median 0.53 · Most common event other_material