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Victory Capital Holdings, Inc. (VCTR) director Lawrence E. Davanzo reported acquiring 435 shares of common stock on October 10, 2025. The company issued the shares at $65.98 per share in lieu of a quarterly director cash fee of $28,750, based on the closing price on that date.
After the transaction, Davanzo holds 435 shares directly and 190,812 shares indirectly through the Lawrence E. Davanzo and Christine Davanzo Revocable Trust.
Victory Capital Holdings (VCTR) reported an insider equity grant. On 10/10/2025, director Robert V. Delaney Jr. received 435 shares of common stock under the 2018 Stock Incentive Plan in lieu of a $28,750 quarterly director fee, priced at $65.98 based on the closing price that day. Mr. Delaney assigned all rights in these shares to Crestview Advisors, L.L.C.
Following the transaction, the reporting persons disclosed 4,117,273 shares indirectly held (see footnotes) and 451,940 shares indirectly held through The 2007 Delaney Family LLC.
Lawrence Davanzo, a director of Victory Capital Holdings, Inc. (VCTR), reported a transfer of 21,342 shares of common stock to the Lawrence E. Davanzo and Christine Davanzo Revocable Trust on 09/30/2025 for no consideration. After the transfer the report shows 0 shares held directly and 190,812 shares held indirectly by the Revocable Trust, of which Mr. Davanzo serves as trustee. The filing includes a standard disclaimer that he disclaims beneficial ownership of the trust shares except to the extent of any pecuniary interest. The Form 4 was signed by an attorney-in-fact on 10/10/2025.
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.