US · Financial Services · Asset Management
EPS came in at 2.07 against a street estimate of 1.78 — a beat of 16.3%.
Analysts rate Victory Capital Holdings Inc a buy (4 buy, 4 hold, 0 sell out of 8) with an average price target of $110.33.
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 | 11.33% |
| Amundi | 4.97% |
| Bahl & Gaynor Inc. | 4.95% |
| Vanguard Capital Management, LLC | 3.65% |
| Crestview Partners II GP, LP | 3.24% |
| Vanguard Portfolio Management, LLC | 3.23% |
| Capital World Investors | 3.17% |
| Dimensional Fund Advisors, Inc. | 3.08% |
| Document | Date |
|---|---|
| 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 |
| Results announced · Q3 2026 VICTORY CAPITAL HOLDINGS, INC. - Q2 2026 EARNINGS SUMMARY HEADLINE NUMBERS • Total Client Assets: $346.1 billion (up from $313.1 billion at Q1 2026) | 2026-08-05 |
| Quarterly report · Q1 2026 VICTORY CAPITAL HOLDINGS, INC. — 10-Q SUMMARY (Q1 2026) HEADLINE NUMBERS • Total Revenue (Q1 2026): $387.989 million, up 76.5% from $219.602 million | 2026-05-07 |
| Proxy statement · Q2 2026 VICTORY CAPITAL HOLDINGS, INC. – PROXY STATEMENT SUMMARY --- CEO COMPENSATION • David C. Brown (CEO) total compensation for 2025: Exact figures not | 2026-03-27 |
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 |
| Dividend | $0.49 / share ex-date Sep 10, 2025 · pay Sep 25, 2025 | 2025-09-10 |
| Announcement | Date |
|---|---|
| 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 |
| Improved proposal submitted to acquire Janus Henderson Victory Capital Holdings submitted an improved acquisition proposal to Janus Henderson Group's Special Committee on March 17, 2026. The filing does not disclose the specific financial terms | 2026-03-17 |
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Google PlayApp StoreData updated 2026-09-18.