Highest-materiality recent filing
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.
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 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 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 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 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 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 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 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 to acquire Amundi US for 26.1% fully-diluted stock consideration
Victory Capital will issue shares of common and convertible preferred stock equal to 26.1% of fully-diluted shares to Amundi for Amundi US.
Victory Capital to combine Amundi US business for 26.1% stake; reciprocal distribution deals
Amundi US (formerly Pioneer Investments) to be combined into Victory in exchange for a 26.1% economic stake.
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