Every 8-K that Victory Capital Holdings, Inc. (VCTR) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A 8-K covers material events a company has to report between its quarterly reports, so if you follow VCTR and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full VCTR filings page.
Victory Capital Holdings, Inc. (VCTR) reported that as of August 31, 2026 it had Total Assets Under Management (AUM) of $356.5 billion, Other Assets of $3.7 billion, and Total Client Assets of $360.2 billion. For August, average Total AUM was $353.2 billion, average Other Assets were $3.7 billion, and average Total Client Assets were $356.9 billion.
By asset class, Total Long-Term Assets were $352.8 billion and Money Market/Short Term Assets were $3.7 billion. By vehicle, AUM included $182.0 billion in mutual funds, $151.0 billion in separate accounts and other pooled vehicles, and $23.5 billion in ETFs. Total Client Assets were split geographically between $294.2 billion in U.S. assets and $66.0 billion in non‑U.S. assets.
Victory Capital Holdings, Inc. (VCTR) agreed to acquire GC Ferry Holdings, Inc. (First Eagle) under an Agreement and Plan of Merger. The deal uses a two-step merger structure with two Fortify subsidiaries, after which Fortify Holdings 2, LLC will be the surviving entity.
At closing, Seller will receive a mix of cash, newly issued common shares equal to 4.9% of Victory’s outstanding common stock immediately after closing, and a new Series B Non-Voting Convertible Preferred Stock class. The final purchase price will be adjusted for First Eagle’s debt, cash, working capital, transaction expenses and for client consents relative to a 92.5% Base Revenue Run-Rate threshold, with additional post-closing and one-year client-consent true-ups.
Closing conditions include HSR Act clearance, other regulatory approvals, client consents representing at least 75% of Base Revenue Run-Rate, accuracy of representations, covenant performance and no Material Adverse Effect. Share issuance requires stockholder approval; if not obtained, equity to Seller is capped at 19.9% of pre-closing common shares and the balance is in a new cumulative perpetual preferred stock.
A shareholder agreement will give Seller/Genstar board nomination rights and participation rights, plus a three-year lock-up and a standstill limiting additional ownership to 4.9%, then 24.9% of voting securities thereafter. Financing is supported by commitments for a $3.5 billion incremental term loan, a $200.0 million revolving credit facility and a $950.0 million secured bridge facility.
Victory Capital Holdings, Inc. (VCTR) announced a definitive agreement to acquire 100% of First Eagle Investments from Genstar Capital and First Eagle employees for total consideration of approximately $7.0 billion, payable in about $4.4 billion cash and $2.0 billion in newly issued Victory equity, plus assumption of $575 million of 7.25% senior secured notes due 2032. First Eagle has about $222 billion of AUM as of July 31, 2026, including a $41 billion CLO and alternative credit platform. After closing, the combined firm is expected to have roughly $571 billion in client assets and approximately $3.2 billion in annual revenue, with the deal expected to be about 35% accretive to 2027E adjusted EPS, including around $280 million of anticipated net expense synergies.
Victory Capital plans to finance the transaction with a new $3.5 billion term loan B, about $950 million of new secured notes, and an upsized $200 million revolver, while keeping its existing term loan B in place. Genstar is expected to own about 14.6% of Victory on a fully diluted, as-converted basis, with voting power capped at 4.9% and the balance in non-voting convertible preferred stock under a three-year lock-up. Genstar will designate two directors to an expanded 11-member board. Closing is subject to regulatory approvals, client consents, and Victory shareholder approval of the share issuance, and is targeted by the end of the first quarter of 2027.
Victory Capital Holdings, Inc. reported updated asset levels as of July 31, 2026. Total Assets Under Management (AUM) were $345.1 billion, with Other Assets of $3.7 billion, resulting in Total Client Assets of $348.8 billion. Average July Total AUM was $343.3 billion and average Total Client Assets were $346.9 billion.
Within AUM, Total Long-Term Assets were $341.4 billion and Money Market / Short Term Assets were $3.7 billion. By asset class, Solutions accounted for $108.1 billion and Fixed Income for $84.8 billion. By vehicle, Mutual Funds held $178.9 billion, Separate Accounts and Other Pooled Vehicles $145.4 billion, and ETFs $20.9 billion.
Compared with June 30, 2026, Total AUM increased from $342.5 billion to $345.1 billion, and Total Client Assets rose from $346.1 billion to $348.8 billion. By region, U.S. client assets were $285.2 billion and Non-U.S. assets were $63.6 billion as of July 31, 2026.
Victory Capital Holdings, Inc. reported record second-quarter 2026 results, including revenue of $435.4 million and GAAP net income of $139.4 million, or $1.68 per diluted share. Adjusted EBITDA reached $242.7 million with a 55.8% margin, and adjusted net income with tax benefit was $182.9 million, or $2.21 per diluted share.
Total client assets were $346.1 billion at June 30, 2026. Total assets under management increased by $32.7 billion to $342.5 billion, primarily due to positive market action of $28.5 billion and net inflows of $4.1 billion; long-term net inflows were $4.2 billion. Investment performance was strong, with 71%, 68%, 65%, and 81% of AUM outperforming benchmarks over 1-, 3-, 5-, and 10-year periods, and 60% of rated mutual fund and ETF AUM holding four- or five-star Morningstar ratings. The company returned $138 million to shareholders through repurchases of 1.1 million shares and dividends, and the board approved a regular quarterly cash dividend of $0.50 per share.
Victory Capital Holdings, Inc. announced a change in its Board of Directors. Dominique Carrel-Billiard resigned as director effective July 23, 2026, due to his departure from Amundi; the company states his resignation was not related to any disagreement regarding operations, policies, or practices.
The Board appointed Nicolas Calcoen, Deputy Chief Executive Officer and Head of Strategy, Finance and Control at Amundi, as a Class III director effective July 23, 2026, with a term expiring at the 2027 Annual Meeting of Stockholders. He has waived any compensation for serving as a non-employee director, entered into a standard indemnification agreement, and has no related party transactions requiring disclosure. Victory Capital is described as a diversified global asset manager with $346.1 billion in total client assets as of June 30, 2026.
Victory Capital Holdings, Inc. reported updated asset levels as of June 30, 2026. The company reported Total Assets Under Management (AUM) of $342.4 billion, Other Assets of $3.6 billion, and Total Client Assets of $346.1 billion. For the month of June, average Total AUM was $340.1 billion, average Other Assets were $3.6 billion, and average Total Client Assets were $343.7 billion. For the second quarter of 2026, long-term AUM net inflows were $4.2 billion.
Within Total Client Assets by asset class as of June 30, 2026, Solutions were $105.6 billion, Fixed Income $83.4 billion, U.S. Large Cap Equity $66.4 billion, Global / Non-U.S. Equity $37.4 billion, U.S. Mid Cap Equity $31.3 billion, U.S. Small Cap Equity $11.3 billion, and Alternative Investments $3.4 billion, with Money Market / Short Term Assets of $3.6 billion. By vehicle, Mutual Funds held $180.7 billion, Separate Accounts and Other Pooled Vehicles $142.6 billion, and ETFs $19.2 billion. By region, U.S. client assets were $283.5 billion and Non-U.S. client assets were $62.6 billion.
The company plans to release second-quarter 2026 financial results after market close on August 5, 2026, and will host a conference call on August 6, 2026 at 8:00 a.m. ET to discuss those results.
Victory Capital Holdings, Inc. reported updated asset figures as of May 31, 2026, with Total Assets Under Management of $338.9 billion and Total Client Assets of $342.4 billion. Average Total AUM for May was $333.6 billion, and average Total Client Assets were $337.1 billion.
By asset class, Total Long-Term Assets reached $335.2 billion, led by Solutions at $104.5 billion and U.S. Large Cap Equity at $67.5 billion. By vehicle, mutual funds held $180.8 billion, separate accounts and other pooled vehicles $139.5 billion, and ETFs $18.5 billion. Total Client Assets increased from $332.6 billion on April 30, 2026 to $342.4 billion on May 31, 2026.
Victory Capital Holdings, Inc. entered into a Seventh Amendment to its Credit Agreement on May 18, 2026. The company refinanced its existing term loans with repriced term loans that bear interest at an annual rate equal to either SOFR plus a 1.75% margin or an alternate base rate plus a 0.75% margin. The repriced loans otherwise remain subject to substantially similar terms as the prior term loans, and the amendment is filed as Exhibit 10.1.
Victory Capital Holdings, Inc. reported updated asset levels for April 30, 2026, highlighting its scale as an asset manager. The company had Total Assets Under Management (AUM) of $329.1 billion, Other Assets of $3.5 billion, and Total Client Assets of $332.6 billion as of that date.
Average Total AUM for April was $320.4 billion and average Total Client Assets were $323.8 billion, showing higher average balances over the month. Total Client Assets by asset class were led by Solutions, U.S. Large Cap Equity, and Fixed Income, and by vehicle were concentrated in mutual funds and separate accounts.
By region, Total Client Assets were $272.975 billion in the U.S. and $59.598 billion outside the U.S. as of April 30, 2026, compared with $313.103 billion in total client assets as of March 31, 2026.
Victory Capital Holdings, Inc. reported the results of its 2026 Annual Meeting of Stockholders held on May 6, 2026. Shareholders elected three Class II directors: Celine Boyer-Chammard received 43,027,361 votes for, Mary Jackson received 36,771,308 votes for, and Alan H. Rappaport received 40,815,894 votes for, with additional against, abstain, and broker non-vote tallies for each.
Stockholders also approved the Audit Committee’s selection of Deloitte & Touche LLP as independent registered public accounting firm for the year ending December 31, 2026, with 50,931,890 votes for. In a non-binding advisory vote, shareholders approved the compensation of the company’s named executive officers, with 41,541,250 votes for, alongside recorded against, abstain, and broker non-votes.
Victory Capital reported record first‑quarter 2026 results driven by the Amundi US acquisition and higher assets under management. Revenue rose to $388.0 million, while GAAP net income reached $112.1 million, or $1.33 per diluted share.
Adjusted EBITDA was $204.0 million with a 52.6% margin. Adjusted net income with tax benefit was $153.2 million, or $1.82 per diluted share. Total client assets were $313.1 billion, including AUM of $309.8 billion, despite modest net outflows of $0.7 billion.
The company continued integrating Pioneer Investments, having realized about $104 million of the expected $110 million in expense synergies. Capital returns were strong: Victory repurchased 2 million shares and, with dividends, returned $185 million to shareholders. The quarterly dividend was raised to $0.50 per share.
Victory Capital Holdings, Inc. reported Total Assets Under Management of $309.8 billion, Other Assets of $3.3 billion, and Total Client Assets of $313.1 billion as of March 31, 2026. Average March Total AUM was $315.3 billion, and first-quarter long-term AUM net flows were -$457 million.
The company also scheduled its first-quarter 2026 financial results release for after market close on May 6, 2026, with a conference call on May 7 at 8:00 a.m. ET, accessible by phone and webcast through its investor relations website.
Victory Capital Holdings, Inc. has withdrawn its proposal to acquire Janus Henderson Group plc, ending talks on a potential negotiated, consensual transaction that lacked full support from Janus Henderson’s Special Committee.
The company emphasizes that its acquisition strategy remains intact and focused on deals that enhance size, scale, product breadth and global distribution. Management highlights a record of eight completed transactions over the past 11 years and describes these as contributing to a stronger, more diversified and competitive firm.
Victory Capital notes that, since its IPO in February 2018, it has delivered a total shareholder return of over 525%. As of February 28, 2026, it reports $327.1 billion in client assets under management, serving institutional, intermediary and individual clients through multiple investment franchises and a centralized solutions platform.
Victory Capital Holdings, Inc. filed a Form 8-K to share a press release about its ongoing proposal to acquire Janus Henderson Group plc. Victory Capital’s proposal would give Janus Henderson shareholders $40.00 in cash plus 0.250 Victory Capital shares per Janus Henderson share, which the company states represents total consideration of $57.05 per share compared with a separate $49.00 per-share bid. The release argues that analysis by Janus Henderson’s financial advisor showed value creation in most modeled scenarios and responds to concerns raised by Janus Henderson’s special committee about client consents, employee retention, synergy assumptions, shareholder votes, and financing. Victory Capital highlights its track record since its 2018 IPO, citing more than 525% total shareholder return, asset growth to $327.1 billion under management, higher margins than Janus Henderson, and a target of about $500 million in annual cost synergies, which it characterizes as in line with prior large asset management deals.
Victory Capital Holdings, Inc. filed a Form 8-K to disclose an improved proposal to acquire Janus Henderson Group plc. The revised offer gives Janus Henderson shareholders $40.00 in cash plus 0.250 Victory Capital shares for each share owned, implying 31% ownership of the combined company.
Based on Victory Capital’s closing share price on March 16, 2026, the proposal equates to $56.84 per Janus Henderson share, a 37% premium to Janus Henderson’s unaffected share price on October 24, 2025, and $1.2 billion of additional aggregate consideration versus Victory’s prior proposal. Using Victory’s unaffected share price before its February 26, 2026 approach, the total consideration would be $59.32 per share, a 42% premium to the same unaffected reference price.
Victory states the proposal is fully financed with no financing out, targets about $500 million of annual synergies, and would result in pro forma net leverage of 3.5x last‑twelve‑month EBITDA excluding synergies and 2.7x including synergies at close. Victory, which reports managing approximately $327 billion of assets, emphasizes that the proposal is non-binding, subject to due diligence, regulatory and client consents, and shareholder approvals, and includes extensive forward‑looking statement and no‑offer disclaimers.
Victory Capital Holdings, Inc. approved a one-time grant of performance-based restricted stock awards to key executives under its 2018 Equity Plan. The awards vest only if the stock achieves four price hurdles during a seven-year period starting on March 15, 2026, with a one-year post-vesting holding requirement.
CEO David C. Brown received 590,115 Performance Shares with a grant value of $39,343,000, while other named executives received between 65,561 and 295,050 shares. Vesting occurs in 25% increments at stock price hurdles of $100.01, $110.01, $120.01, and $133.34, and unearned shares are forfeited.
Victory Capital Holdings, Inc. reported that as of February 28, 2026, Total Assets Under Management were $324.0 billion, with Other Assets of $3.1 billion, for Total Client Assets of $327.1 billion. Average Total AUM for February was $322.6 billion, and average Total Client Assets were $325.6 billion.
By asset class, Total Long-Term Assets were $320.3 billion, led by Solutions at $96.1 billion, Fixed Income at $80.8 billion, and U.S. Large Cap Equity at $63.4 billion. By vehicle, Mutual Funds held $176.2 billion, Separate Accounts and Other Pooled Vehicles $131.1 billion, and ETFs $16.7 billion, all contributing to the Total AUM of $324.0 billion.
Total Client Assets increased from $323.2 billion as of January 31, 2026 to $327.1 billion as of February 28, 2026. U.S. client assets were $269.8 billion and Non-U.S. client assets were $57.3 billion at month end.
Victory Capital Holdings, Inc. filed a Form 8-K after sending a new acquisition proposal to the Special Committee of Janus Henderson Group plc. The latest fully financed proposal offers Janus Henderson shareholders total consideration of $57.04 per share, made up of $30.00 in cash plus 0.350 shares of Victory Capital common stock per Janus Henderson share.
Victory states this represents a 37% premium to Janus Henderson’s unaffected share price as of October 24, 2025 and about a 16% premium to Janus Henderson’s currently contemplated transaction with Trian. Janus Henderson shareholders are expected to own roughly 38% of the combined company, which Victory estimates would have an enterprise value of about $16 billion.
Victory highlights preliminary annual cost synergies of $500 million and pro forma gross leverage of 3.5x 2025 EBITDA excluding synergies, or 2.6x including them, and contrasts this with higher leverage it attributes to the Trian structure. The proposal is framed as non-binding and subject to due diligence, regulatory approvals, shareholder votes and negotiation of definitive agreements.
Victory Capital Holdings, Inc. reported updated asset figures for January 2026. As of January 31, 2026, the company had Total Assets Under Management of $320.2 billion, Other Assets of $3.0 billion, and Total Client Assets of $323.2 billion.
For the month of January, Average Total Assets Under Management were $318.3 billion, average Other Assets were $2.9 billion, and average Total Client Assets were $321.2 billion. The detailed tables break down assets by asset class, vehicle type, and region, highlighting a diversified mix across U.S. and non‑U.S. markets.
Victory Capital Holdings, Inc. filed a Form 8‑K to announce that it issued an earnings press release for the three months and year ended December 31, 2025. The company states that the press release, attached as Exhibit 99.1, presents its results of operations and financial condition for this period.
The company clarifies that the earnings information in this Form 8‑K, including Exhibit 99.1, is being furnished rather than filed, which limits certain legal liabilities and how it may be incorporated into other SEC filings.
Victory Capital Holdings, Inc. filed a Form 8‑K to inform investors that it issued a press release about its assets under management as of December 31, 2025. The company states that this press release, dated January 13, 2026, reports certain information on its AUM and is attached as Exhibit 99.1. The filing mainly serves to formally furnish this AUM update and incorporate the press release by reference for investors and the market.
Victory Capital Holdings, Inc. filed a Form 8‑K stating it issued a press release reporting its assets under management as of October 31, 2025. The press release is furnished as Exhibit 99.1 and is incorporated by reference.
The filing is presented under Item 8.01 (Other Events) and does not include the AUM figures within the body of the report. Victory Capital’s common stock trades on NASDAQ under the symbol VCTR.
Victory Capital Holdings, Inc. (VCTR) furnished an update on its financial results. The company reported that it issued an earnings press release covering the three and nine months ended September 30, 2025, and made it available as Exhibit 99.1.
The disclosure was provided under Item 2.02 (Results of Operations and Financial Condition) and, as stated, is being furnished and not filed. The filing also includes the Cover Page Interactive Data File as Exhibit 104.
Victory Capital Holdings, Inc. filed a current report to note that it released a press release with updated information on its assets under management as of September 30, 2025. The report explains that this AUM update is provided in an attached press release, which is included as Exhibit 99.1 and incorporated by reference. The filing is categorized as an "Other Events" disclosure, indicating it is mainly for informational purposes rather than announcing a specific transaction or financial results.
Victory Capital Holdings, Inc. has amended its main credit facilities to extend maturities and modestly improve borrowing terms. The company’s $100,000,000 senior secured revolving credit facility now matures on September 23, 2030, and the drawn interest rate margin is reduced by 0.25% per year, while other key terms stay substantially the same. Victory Capital also refinanced its existing term loans with new Repriced Term Loans totaling $985,000,000 that mature on September 23, 2032. These term loans will bear interest at a rate equal to either SOFR plus a 2.00% margin or an alternate base rate plus a 1.00% margin, helping lock in long-dated financing on terms similar to the prior loans.
Victory Capital Holdings, Inc. filed a Form 8‑K to inform investors that it issued a press release reporting certain information about its assets under management as of August 31, 2025. The company states that the press release, dated September 10, 2025, is attached as Exhibit 99.1 and is incorporated by reference. This filing is primarily administrative, directing investors to the separate press release for detailed assets under management data.
Victory Capital Holdings, Inc. filed a Form 8‑K to inform investors that it issued a press release about its assets under management as of July 31, 2025. The company used this filing under the "Other Events" section to make investors aware of the updated AUM information.
The detailed July 2025 AUM figures and related commentary are contained in the press release attached as Exhibit 99.1 to the filing, which is incorporated by reference for anyone seeking the full breakdown.