US · Financial Services · Asset Management
EPS came in at 1.63 against a street estimate of 1.92 — a miss of 15.1%.
Analysts rate Victory Capital Holdings Inc a hold (2 buy, 5 hold, 0 sell out of 7) with an average price target of $123.67.
CONFIDENT Victory posted record Q2 with $346B AUM (+15% YoY), $4.2B net inflows, and $2.21 EPS (+41% YoY). Pioneer integration complete. ETF platform accelerating at 27% organic growth. Long-term EBITDA margin guidance raised to 50%. Q2 2026 International expansion via Amundi partnership exceeding initial expectations. U.S. intermediary and institutional channels both positive, reflecting distribution investments and expanded product set. Analysts pressed on Amundi distribution breadth (Brown: three regions, multiple products), performance fee structurality (Policarpo: episodic, guide 46–47 bps), and won-but-unfunded pipeline sizing (Brown: one of largest, no dollar disclosure). Management emphasized broad convergence and refused to quantify pipeline. 2026-08-06…
Full summary in the app.
| Fund | Stake |
|---|---|
| BlackRock Inc | 11.32% |
| Bahl & Gaynor Inc. | 4.95% |
| Amundi | 4.81% |
| Vanguard Capital Management, LLC | 3.58% |
| Crestview Partners II GP, LP | 3.24% |
| Vanguard Portfolio Management, LLC | 3.21% |
| Capital World Investors | 3.17% |
| Dimensional Fund Advisors, Inc. | 3.08% |
| Document | Date |
|---|---|
| Quarterly report · Q3 2026 HEADLINE NUMBERS • For the quarter ended September 30, 2026, total revenue was $396,573, up from $361,195 in the same quarter of 2025. • Nine-month | 2026-11-05 |
| Results announced · Q4 2026 HEADLINE NUMBERS • Total client assets reached a record $355.5 billion at September 30, 2026; assets under management were $351.9 billion, up from $3 | 2026-11-04 |
| Company announcement · Q4 2026 HEADLINE NUMBERS • Victory Capital Holdings filed an 8-K on October 12, 2026, reporting assets under management (AUM) as of September 30, 2026. • Th | 2026-10-13 |
| Company announcement · Q3 2026 VICTORY CAPITAL HOLDINGS, INC. - 8-K SUMMARY HEADLINE NUMBERS • Company: Victory Capital Holdings, Inc. (ticker: VCTR, NASDAQ-listed) • Reporting Da | 2026-09-11 |
| Material agreement · Q3 2026 VICTORY CAPITAL HOLDINGS, INC. – FORM 8-K SUMMARY HEADLINE NUMBERS • Victory Capital announced agreement to acquire First Eagle (GC Ferry Holdings, | 2026-08-31 |
| Company announcement · Q3 2026 VICTORY CAPITAL HOLDINGS, INC. - FORM 8-K SUMMARY HEADLINE NUMBERS • Victory Capital Holdings announced a definitive agreement to acquire First Eagl | 2026-08-26 |
| Company announcement · Q3 2026 VICTORY CAPITAL HOLDINGS, INC. – 8-K SUMMARY HEADLINE NUMBERS • Report Date: August 12, 2026 • Reporting Period: Assets under management (AUM) as of | 2026-08-12 |
| Quarterly report · Q2 2026 VICTORY CAPITAL HOLDINGS, INC. – 10-Q SUMMARY Quarter Ended June 30, 2026 --- HEADLINE NUMBERS • Total revenue for 6 months ended June 30, 2026: $8 | 2026-08-06 |
Readable in the app.
| Action | Detail | Date |
|---|---|---|
| Dividend | $0.50 / share ex-date Sep 10, 2026 · pay Sep 25, 2026 | 2026-09-10 |
| Dividend | $0.50 / share ex-date Jun 10, 2026 · pay Jun 25, 2026 | 2026-06-10 |
| Dividend | $0.49 / share ex-date Mar 10, 2026 · pay Mar 25, 2026 | 2026-03-10 |
| Dividend | $0.49 / share ex-date Dec 10, 2025 · pay Dec 23, 2025 | 2025-12-10 |
| Announcement | Date |
|---|---|
| Definitive agreement announced to acquire First Eagle Investments Victory Capital reported a strong third quarter ended September 30, 2026. Total client assets reached a record $355.5 billion, while long-term gross sales were a record $30.5 billion and lon | 2026-11-04 |
| Agreed to acquire First Eagle investment management business Victory Capital Holdings announced it will acquire First Eagle, an investment management firm, in a deal announced August 25, 2026. Victory will pay a combination of cash, newly issued commo | 2026-08-31 |
| Entered into definitive agreement to acquire First Eagle Investments Victory Capital Holdings announced on August 26, 2026, that it has signed a definitive agreement to acquire First Eagle Investments from Genstar Capital. The deal will be paid for using a co | 2026-08-26 |
| Board authorizes increase in regular quarterly cash dividend to $0.50 Victory Capital reported record first-quarter 2026 results with strong financial performance across key metrics. The company achieved record revenue of $388.0 million (up 3.7% quarter-over-q | 2026-05-06 |
| Issued press release regarding previously announced proposal to acquire Janus Henderson Victory Capital Holdings announced on March 23, 2026 that it has made a proposal to acquire Janus Henderson Group plc. This is an 8-K filing disclosing the previously announced acquisition p | 2026-03-23 |
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Open in the appGoogle PlayApp StoreData updated 2026-11-07.