Welcome to our dedicated page for Victory Capital SEC filings (Ticker: VCTR), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
The Victory Capital Holdings, Inc. (NASDAQ: VCTR) SEC filings page on Stock Titan provides structured access to the company’s regulatory disclosures as filed with the U.S. Securities and Exchange Commission. Victory Capital is a Delaware-incorporated, diversified global asset management firm headquartered in San Antonio, Texas, and its filings offer detailed insight into its operations, financial condition, and material events.
Investors can review Victory Capital’s Form 8-K current reports, which the company uses to announce key developments. These include earnings press releases under Item 2.02, where Victory Capital reports quarterly and year-to-date financial results, including revenue, operating margin, net income, Adjusted EBITDA, and other non-GAAP metrics. The firm also files 8-Ks under Item 8.01 to furnish monthly and quarterly AUM updates, detailing total client assets, assets under management, other assets, flows, and asset class and regional breakdowns.
Other 8-K filings document material agreements and financing activities. For example, Victory Capital has reported entry into amendments to its credit agreement, including a sixth amendment that extended the maturity of its revolving credit facility, adjusted interest rate margins, and refinanced existing term loans into replacement term loans. Such disclosures help users understand the company’s capital structure and direct financial obligations.
In addition to 8-Ks, users can access Victory Capital’s periodic reports, such as annual reports on Form 10-K and quarterly reports on Form 10-Q, which provide comprehensive financial statements, management’s discussion and analysis, and risk factor updates. Proxy statements on Schedule 14A and beneficial ownership reports and insider transaction filings on Forms 3, 4, and 5 are also relevant for analyzing governance and insider activity.
Stock Titan enhances these filings with AI-powered summaries that highlight key points from lengthy documents, such as major changes in AUM, notable shifts in margins, new credit arrangements, or significant risk disclosures. Real-time updates from EDGAR ensure that new Victory Capital filings, including 10-Ks, 10-Qs, 8-Ks, and Form 4 insider trading reports, are quickly available with plain-language explanations, helping users interpret complex regulatory information more efficiently.
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 (VCTR) Form 4 — 08/20/2025: Multiple related Crestview entities and Mr. Robert V. Delaney Jr. reported intra-group distributions and adjustments of common stock. The filing shows dispositions of 3,500,000 and 22,267 shares and acquisitions of 38,875 and 2,420 shares, all at $0, reflecting pro rata distributions among partners rather than open-market trades. After these transactions the largest reported indirect beneficial ownership positions are 4,116,838 and 4,094,571 shares for certain Crestview entities, with Mr. Delaney holding smaller indirect interests through family LLCs and Crestview entities. The filing discloses voting/dispositive controls and a disclaimer that each reporting person disclaims beneficial ownership except to the extent of pecuniary interest.
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.
Q2-25 snapshot (VCTR 10-Q): Revenue jumped 60% YoY to $351.2 m on a 63% rise in investment-management fees, boosted by the 1 Apr 2025 Amundi US (Pioneer) acquisition. Fund administration & distribution fees climbed 48% to $68.9 m.
Profitability: Operating expenses more than doubled to $257.0 m, including $25.8 m of acquisition costs and $14.0 m of integration charges. Operating income slipped 15% to $94.2 m; net income fell 21% to $58.7 m as the tax rate rose to 32.5%. After $9.7 m preferred dividends, diluted EPS for common holders contracted 39% YoY to $0.68.
Balance sheet: Total assets swelled to $4.25 bn (2.55 bn at 12/24) with $1.28 bn of new intangibles and $251 m of goodwill. Long-term debt was little changed at $965.7 m, but cash declined to $107.9 m. Equity nearly doubled to $2.47 bn; share count rose to 66.9 m and 19.7 m non-voting preferred shares were issued to Amundi.
Cash flow & capital return: Operating cash flow dropped 50% to $74.5 m. The company paid $73.6 m in dividends ($0.49/sh) and repurchased $26.4 m of stock; $63.7 m went to the WestEnd earn-out, leaving an $80.7 m contingent liability.
Strategic outlook: Pioneer adds scale, global distribution and contributed $140.7 m of revenue in its first full quarter. Management targets long-term cross-selling benefits and cost synergies, but higher leverage, integration execution and amortization drag bear monitoring.
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