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. has publicly urged the Special Committee of Janus Henderson to engage on its proposal to acquire Janus Henderson and requested direct discussions.
The letter emphasizes Victory Capital’s culture of employee ownership, investment-team autonomy and a distribution platform it says would support Janus Henderson’s franchises. Victory Capital states it will seek to retain Janus Henderson’s investment professionals and preserve the Janus Henderson brand. The company reports $323.2 billion in total client assets as of January 31, 2026 and that employees held more than $350 million of personal assets in Victory Capital products as of year-end December 31, 2025.
Victory Capital Holdings, Inc. describes its business model and growth in its annual report. The company is a diversified global asset manager with total assets under management of $313.8 billion and total client assets of $316.6 billion as of December 31, 2025.
Victory operates multiple autonomous Investment Franchises and a centralized Solutions Platform, offering 187 strategies across equities, fixed income, alternatives and solutions, through mutual funds, ETFs, separate accounts, private funds and a 529 plan. It emphasizes both organic and acquisition‑driven growth.
The report highlights the 2025 strategic transaction with Amundi SA, adding Amundi US (rebranded Pioneer Investments) as its largest franchise and establishing a 15‑year exclusive global distribution relationship. Victory also stresses broad diversification by asset class, vehicle, geography and client type, and notes strong long‑term performance, with a majority of AUM outperforming benchmarks and 65% of mutual fund and ETF AUM rated four or five stars by Morningstar.
Victory Capital Holdings reiterated a proposal to acquire Janus Henderson Group plc at $57.04 per share, submitting a letter to JHG’s Special Committee on February 26, 2026 that provides additional economic and deal-term detail and seeks to complete diligence and transaction agreements.
The proposal contrasts with the announced all-cash Trian agreement at $49.00 per share and features a mix of cash and stock, a proposed $8.6bn equity purchase price, an estimated $500mm of cost synergies, pro forma leverage targets (synergized 2.5x LTM net), and a proposed Janus shareholder pro forma ownership of about 38%.
Victory Capital Holdings, Inc. submitted a formal proposal to the Special Committee of Janus Henderson Group plc to acquire Janus Henderson, and attached a press release that includes the full text of the proposal.
The filing also provides copies of three Prior Proposals sent to the Special Committee on November 24, 2025, December 8, 2025 and December 22, 2025, which are included as Exhibits 99.4, 99.3 and 99.2, respectively, and the press release is Exhibit 99.1.
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. received an amended Schedule 13G showing that Crestview-affiliated entities report beneficial ownership of 4,095,006 shares of Class A common stock, or 6.3% of the class. Most of these shares – 4,091,983 – are directly owned by Crestview Victory, L.P., while Crestview Advisors, L.L.C. holds 3,023 shares.
The ownership percentage is calculated against 64,935,459 shares of common stock outstanding as of October 31, as reported in Victory Capital’s Form 10-Q filed November 7, 2025. The Crestview entities share voting and dispositive power over these shares and each disclaims beneficial ownership beyond its pecuniary interest.
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. director Alan Rappaport reported receiving 961 shares of common stock on January 12, 2026, coded as an acquisition, as payment of quarterly board and committee fees in stock instead of cash at $68.93 per share. The fees covered his service on the company board, as Compensation Committee chair, and as an Audit Committee member. After this award, he directly held 155,109 shares of Victory Capital common stock. An additional 298,861 shares were reported as indirectly held through ADR Partners, an entity he controls, with a stated disclaimer that he only claims beneficial ownership to the extent of his pecuniary interest.
Victory Capital Holdings, Inc. director Richard M. DeMartini reported receiving 525 shares of common stock on January 12, 2026. The shares were issued at $68.93 each instead of cash director fees, covering quarterly board fees of $28,750 and additional committee chair fees totaling $7,500. After this transaction, he directly holds 273,137 common shares. He also reports indirect ownership of 27,841 shares held by his spouse and 572,801 shares held through The DeMartini 2018 Childrens Trust, a family trust where his spouse is trustee and he has investment control, while he disclaims beneficial ownership beyond his pecuniary interest.