Victory Capital (VCTR) outlines 2026 virtual meeting, board elections and pay vote
Victory Capital Holdings, Inc. (VCTR) has announced its fully virtual 2026 annual meeting of stockholders for May 6, 2026, where shareholders will vote on the election of three Class II directors, the ratification of Deloitte & Touche LLP as the independent auditor for 2026, and a non-binding advisory vote on executive compensation. The proxy statement details the company's governance structure, committee memberships, director compensation, and significant ownership arrangements, including an employee shareholders' agreement and Amundi's board nomination rights. The Compensation Committee highlighted the company's "Exceptional Performance" in 2025, driven by strong investment results, record financial achievements, and successful strategic initiatives, particularly the integration of Amundi US.
Vanguard (VCTR) amends 13G/A; reports zero ownership after realignment
The Vanguard Group filed an Amendment No. 3 to a Schedule 13G/A, reporting zero beneficial ownership of Victory Capital Holdings Inc. (VCTR) common stock. This change follows an internal realignment completed on January 12, 2026, where certain Vanguard subsidiaries will now report their beneficial ownership separately, as per SEC Release No. 34-39538. The filing, dated March 27, 2026, indicates zero shares and 0% ownership for Vanguard concerning VCTR.
[Form 4] Victory Capital Holdings, Inc. Insider Trading Activity
Amundi Asset Management S.A.S., an insider at Victory Capital Holdings, Inc. (VCTR), reclassified 100,000 shares of common stock for an equal number of non-voting convertible preferred stock on March 18, 2026. This transaction, made at $0.00 per share, was an exchange under a Shareholder Agreement, not a cash purchase or sale. Post-reclassification, Amundi AM indirectly holds 20,036,821 shares of Preferred Stock and 2,954,924 shares of Common Stock.
RPT-BREAKINGVIEWS-Nelson Peltz has ample room to maneuver for Janus
Nelson Peltz's Trian Fund Management has ample room to counter Victory Capital's sweetened offer for Janus Henderson. While Victory Capital revised its $9 billion offer to make it more competitive by increasing the cash component, Trian's consortium can afford to pay more. Analysts forecast that Peltz and partners could triple their money with a near 29% return if they exit in five years at the same valuation multiple.
Advisory M&A News – 3/18/2026
This article summarizes recent M&A activities and other significant news in the advisory sector. Key developments include Victory Capital increasing its offer to acquire Janus Henderson, Waverly Advisors acquiring McBride Financial Advisors, and Summit Financial partnering with Signet Financial Management. Northern Trust Wealth Management also appointed Alyssa Quinlan to expand its advisory capabilities, and Kestra Private Wealth Services launched Timeless Private Wealth with Jordan Cantrell.
Victory Capital (VCTR) CEO granted 101,994 shares vesting through 2029
Victory Capital Holdings, Inc. CEO David Craig Brown has been granted 101,994 shares of common stock. These shares will vest in three equal installments on specific dates through 2029, aligning his compensation with the company's long-term performance. Following this grant, Brown directly holds 2,263,365 shares of Victory Capital common stock.
[Form 4] Victory Capital Holdings, Inc. Insider Trading Activity
Victory Capital Holdings, Inc. granted Chairman and CEO David Craig Brown 590,115 performance-based restricted stock units (RSUs) on March 15, 2026. These RSUs have no exercise price and will vest only if strict stock price thresholds ($100.01, $110.01, $120.01, and $133.34) are met between March 15, 2026, and March 15, 2033, requiring a five-day average closing price and continued employment. This insider trading activity was reported via a Form 4 SEC filing.
EBITDA per share of Victory Capital Holdings, Inc. Class A – FWB:3PK
This page displays the EBITDA per share for Victory Capital Holdings, Inc. Class A, traded under the ticker FWB:3PK on the Frankfurt Stock Exchange. The content primarily shows the stock's name and ticker with a navigation structure, but no actual financial data is visible. It appears to be an empty data page or a template for financial metrics.
Victory Capital Holdings (VCTR) Valuation Check After Record US$327.1b Client Assets And Broad-Based Growth
Victory Capital Holdings (VCTR) has reported record client assets of $327.1 billion, driven by broad-based growth across various investment solutions. Despite a recent short-term decline in share price momentum, the company's long-term shareholder returns remain strong. The stock is currently viewed as 9.8% undervalued with a narrative fair value of $73.67, driven by expectations of accelerated expansion, diversification into high-demand products, and improved earnings.
Victory Capital (NASDAQ: VCTR) lifts total client assets to $327.1B
Victory Capital Holdings, Inc. reported a significant increase in total client assets, reaching $327.1 billion as of February 28, 2026, up from $323.2 billion at the end of January 2026. This growth was driven by increases across various asset classes, with Solutions, Fixed Income, and U.S. Large Cap Equity being the largest contributors to the total long-term assets of $320.3 billion. The report, filed as an 8-K with the SEC, details the breakdown of assets by class, vehicle (Mutual Funds, Separate Accounts, ETFs), and region (U.S. and Non-U.S.).
RPT-BREAKINGVIEWS-Janus Henderson bidding war: more is less
Janus Henderson has rejected a $9 billion takeover offer from smaller rival Victory Capital, despite it being a richer deal than the one agreed with Trian Fund Management. The Janus board highlighted concerns that Victory Capital's proposed $500 million in cost cuts would disrupt operations, lead to staff attrition, and deter clients. While Victory's offer appears financially superior, Janus argues that the extensive synergies could compromise the business's stability.
Victory Capital Reports $327.1B Total Client Assets, AUM $324.0B for Feb 28, 2026
Victory Capital announced its total client assets reached $327.1 billion and assets under management (AUM) hit $324.0 billion as of February 28, 2026. This represents an increase from the previous month. The report detailed asset allocation across long-term assets, money market/short-term assets, and various investment vehicles including mutual funds, separate accounts, pooled vehicles, and ETFs.
Where $327B of client money sits at Victory Capital in February
Victory Capital Holdings, Inc. (NASDAQ: VCTR) reported its Total Client Assets reached $327.1 billion as of February 28, 2026, including Total Assets Under Management (AUM) of $324.0 billion. The report details the breakdown of these assets by asset class and investment vehicle, showing growth in solutions, fixed income, and U.S. small cap equity, while U.S. large cap equity saw a slight decrease. Victory Capital serves institutional, intermediary, and individual clients with specialized investment strategies.
Victory Capital Reports $327.1 Billion Total Client Assets for February 2026
Victory Capital Holdings, Inc. reported a significant increase in total client assets, reaching $327.1 billion as of February 28, 2026, up from $323.2 billion in January. The growth was driven by positive net flows and favorable market conditions across various asset classes and investment vehicles. This strong performance, indicative of investor confidence and effective asset management, could positively influence the company's share price and long-term shareholder value.
Victory Capital Reports February 2026 Total Client Assets
Victory Capital Holdings, Inc. reported Total Client Assets of $327.1 billion as of February 28,
Victory Capital Reports February 2026 Total Client Assets
Victory Capital Holdings, Inc. reported its total client assets for February 2026. The firm announced Total Assets Under Management (AUM) of $324.0 billion, Other Assets of $3.1 billion, and Total Client Assets of $327.1 billion as of February 28, 2026. The report also detailed asset breakdown by class, vehicle, and region, showing an increase in total client assets from the previous month.
VCTR SEC Filings - Victory Capital 10-K, 10-Q, 8-K Forms
This page serves as a comprehensive resource for Victory Capital (VCTR) SEC filings, offering detailed access to official regulatory documents such as 10-K annual reports, 10-Q quarterly reports, 8-K material events, and insider trading forms. It highlights key disclosures from the diversified global asset management firm, including financial results, AUM updates, and significant corporate actions like refinancing credit facilities. The platform also provides AI-powered summaries to help investors efficiently interpret complex regulatory information.
A Look At Victory Capital Holdings (VCTR) Valuation After Recent Share Price Cooling And Cost Synergy Progress
Victory Capital Holdings (VCTR) has seen its share price cool recently, despite strong longer-term returns, and is currently deemed 6.3% undervalued with a fair value of $73.67. This valuation is influenced by realized and anticipated cost synergies from a recent acquisition. However, this estimate could change if fee compression accelerates or acquisition-driven growth fails to sustain organic inflows, suggesting investors should investigate further.
Victory Capital Chairman and CEO Pens Open Letter to Janus Henderson Employees
Victory Capital Holdings, Inc. (NASDAQ: VCTR) Chairman and CEO David C. Brown has penned an open letter to Janus Henderson employees, advocating for Victory Capital's superior proposal to acquire Janus Henderson. Brown highlights Victory Capital's culture of ownership, investment autonomy, and global distribution as key benefits, offering Janus Henderson employees a compelling opportunity to participate in long-term value creation. He emphasizes the importance of investment professionals and preserving the Janus Henderson brand within a combined entity.
Victory Capital Moves to Outbid Trian for Janus Henderson
Victory Capital Holdings Inc. has made an $8.6 billion bid to acquire asset manager Janus Henderson, significantly outbidding a $7.4 billion deal from Trian Fund Management. Victory Capital's offer represents a 37% premium on Janus Henderson's unaffected share price and a 16% premium over Trian's bid, with Victory Capital arguing its terms are "clearly superior." Despite previously submitting multiple proposals, Victory Capital claims Janus Henderson's Special Committee declined meaningful dialogue before agreeing to the Trian merger.
Victory Capital Chairman and CEO Pens Open Letter to Janus Henderson Employees
Victory Capital Chairman and CEO David C. Brown has penned an open letter to Janus Henderson employees, advocating for Victory Capital's proposal to acquire Janus Henderson. Brown highlights Victory Capital's employee-focused culture, investment autonomy model, and strong distribution capabilities as benefits for a combined entity. He emphasizes the opportunity for Janus Henderson employees to participate in significant long-term value creation and earn uncapped, success-based compensation.
Revenue per share of Victory Capital Holdings, Inc. Class A – FWB:3PK
The article displays the "Revenue per share" financial metric for Victory Capital Holdings, Inc. Class A (FWB:3PK) on the TradingView platform. It presents the company's ticker symbol, exchange, and confirms that the market was closed at the time of viewing. The content primarily focuses on the presentation of financial data within a broader financial information platform.
Aurora Investment Counsel Buys Shares of 34,044 Victory Capital Holdings, Inc. $VCTR
Aurora Investment Counsel initiated a new stake in Victory Capital Holdings (NASDAQ:VCTR) by purchasing 34,044 shares valued at approximately $2.205 million during the 3rd quarter. This move is part of a broader trend of institutional investment, with firms like Amundi and Vanguard also significantly increasing their holdings, bringing total institutional ownership to 87.71%. Victory Capital recently reported strong financial results—beating Q4 earnings estimates, showing 61% year-over-year revenue growth, and announcing a quarterly dividend of $0.49 per share.
Rhumbline Advisers Increases Stock Holdings in Victory Capital Holdings, Inc. $VCTR
Rhumbline Advisers significantly increased its stake in Victory Capital Holdings, Inc. (VCTR) by 93.8% in the third quarter of 2025, bringing its total holdings to 128,360 shares valued at approximately $8.31 million. This increase follows Victory Capital's strong quarterly earnings, where it surpassed analyst expectations with $1.78 EPS and a 61% year-over-year revenue increase. The company also declared a quarterly dividend of $0.49, reinforcing investor confidence, while analysts maintain a "Moderate Buy" rating for the stock.
Victory Capital Holdings, Inc. $VCTR Shares Purchased by CenterBook Partners LP
CenterBook Partners LP significantly increased its stake in Victory Capital Holdings, Inc. (VCTR) by 120.8% in Q3, acquiring 30,078 additional shares to hold a total of 54,968 shares valued at $3.56 million. The investment firm now owns approximately 0.08% of the company. Victory Capital recently reported an EPS beat of $1.78 against an estimated $1.66, with revenues up 61% year-over-year, and declared a quarterly dividend of $0.49.
How $323B at Victory Capital is spread across funds and regions
Victory Capital Holdings, Inc. reported its January 2026 total client assets, reaching $323.2 billion. The report detailed assets under management across various classes like Solutions, Fixed Income, and Equities, as well as by vehicle (Mutual Funds, Separate Accounts, ETFs) and geographic region. The firm emphasized its diversified global asset management approach, serving institutional, intermediary, and individual clients through specialized investment strategies.
LSV Asset Management Sells 235,390 Shares of Victory Capital Holdings, Inc. $VCTR
LSV Asset Management reduced its stake in Victory Capital Holdings, Inc. by 21.3% in the third quarter, selling 235,390 shares but retaining a 1.30% stake valued at $56.34 million. Despite LSV's sell-off, other institutional investors like Principal Financial Group and Amundi increased or established significant positions, with institutions and hedge funds now owning 87.71% of the stock. Victory Capital has shown strong financial performance, beating Q3 earnings estimates with $1.78 EPS and $374.1 million in revenue, and analysts currently rate the stock as a "Moderate Buy" with a consensus price target of $75.38.
Fund Update: New $37.7M $IBB stock position opened by VICTORY CAPITAL MANAGEMENT INC
VICTORY CAPITAL MANAGEMENT INC has initiated a new $37.7 million position in $IBB, according to a recent SEC 13F filing reflecting their holdings as of December 31, 2025. This move is part of broader institutional trading activity around $IBB, with 395 institutions increasing and 352 decreasing their positions in the last quarter of 2025. Notable changes include significant reductions by Goldman Sachs Group Inc. and JPMorgan Chase & Co., contrasted with large increases by Envestnet Asset Management Inc. and Westend Advisors, LLC.
Fund Update: New $28.5M $ARGX stock position opened by VICTORY CAPITAL MANAGEMENT INC
VICTORY CAPITAL MANAGEMENT INC has initiated a new $28.5 million position in argenx SE (ARGX) according to a recent SEC 13F filing for the 12-31-2025 report period. This move comes as 263 institutional investors have added ARGX shares to their portfolios, while 237 have decreased their positions in the most recent quarter. The company has received strong support from Wall Street analysts, with 13 buy ratings and a median price target of $1030.0 from 15 analysts over the last six months.
Victory RS International Fund Q4 2025 Commentary (GUBGX)
The Victory RS International Fund's Q4 2025 commentary reveals that while value stocks outperformed growth stocks in the MSCI EAFE Index, the fund returned +3.85%, trailing its benchmark's +4.86%. Negative stock selection in Industrials, Information Technology, and Communication Services detracted from performance, though positive selection occurred in other sectors. The fund maintains a neutral portfolio posture with sector and region allocations close to the benchmark.
Victory Capital Reports January 2026 Total Client Assets
Victory Capital Holdings, Inc. (NASDAQ: VCTR) announced its Total Client Assets for January 31, 2026, reaching $323.2 billion. The company reported Total Assets Under Management (AUM) of $320.2 billion and Other Assets of $3.0 billion. Average total client assets for the month were $321.2 billion, with detailed breakdowns provided across various asset classes and investment vehicles.
VCTR: Targeting $1 trillion AUM via M&A, global expansion, and innovative product growth
Victory Capital Holdings, Inc. (VCTR) aims to achieve $1 trillion in Assets Under Management (AUM) through a combination of strategic mergers and acquisitions, organic growth, international expansion, and innovative ETF offerings. The company's strategy heavily relies on key partnerships, notably with Amundi, and a disciplined approach to acquisitions to drive this ambitious growth. This information is based on an AI-generated summary of Victory Capital's presence at the Bank of America Financial Services Conference 2026.
Victory Capital Holdings, Inc. $VCTR Shares Sold by Alps Advisors Inc.
Alps Advisors Inc. significantly reduced its stake in Victory Capital Holdings (VCTR) by 59.1% in the third quarter, selling over 92,000 shares. Despite this, institutional ownership remains high at 87.7%, with other major investors like Amundi, Geode Capital, and Principal Financial Group increasing their positions. Victory Capital recently surpassed earnings expectations, reporting a strong quarter with $1.78 EPS and $374.1 million in revenue, leading to a "Moderate Buy" consensus from analysts with a price target around $74.25.
VCTR: Record growth, global expansion, and M&A drive the path to $1 trillion AUM
Victory Capital Holdings (VCTR) achieved record 2025 results through successful M&A, international expansion, and product innovation, as highlighted in their UBS Financial Services Conference 2026 audio transcript. The company aims for $1 trillion AUM by continuing acquisitions, expanding global distribution, and focusing on operational efficiency, particularly with differentiated ETFs and model portfolios. This summary is based on an AI-generated analysis.
Victory Capital reports 3.48% Chord Energy (CHRD) ownership stake
Victory Capital Management, Inc. has filed an amended Schedule 13G, disclosing a 3.48% ownership stake in Chord Energy Corp (CHRD). As of September 30, 2025, Victory Capital beneficially owned 1,977,336 shares of common stock, with sole voting power over 1,895,784 shares and sole dispositive power over all 1,977,336 shares. The filing states that the shares were acquired and are held in the ordinary course of business, without the intention of changing or influencing the control of Chord Energy.
Victory Capital Holdings (VCTR) Margin Compression Challenges Bullish Growth Narratives
Victory Capital Holdings (VCTR) closed FY 2025 with strong revenue growth but faced significant net profit margin compression, dropping from 32.3% to 20.7%. Despite an increase in Assets Under Management, this growth was primarily driven by market movements rather than new client money, as the company experienced net outflows. The article highlights that while growth forecasts are bullish, investors need to weigh the margin pressures and a P/E ratio higher than peers against a modest discount to its DCF fair value.
Victory Capital Reports Record Fourth-Quarter Results
Victory Capital Holdings, Inc. reported record financial results for the fourth quarter and full year ended December 31, 2025, with total client assets reaching $316.6 billion. The company achieved strong gross flows, increased revenue, and expanded earnings, driven by its diverse investment strategies and the successful integration of Pioneer Investments. The Board also authorized a regular quarterly cash dividend of $0.49 per share, reflecting confidence in future performance.
VCTR: Record financial results in 2025, boosted by acquisitions and robust investment performance
Victory Capital Holdings (VCTR) reported record revenue and earnings for Q4 and full-year 2025, largely due to the Pioneer acquisition and strong investment performance. The company saw significant year-over-year growth in Adjusted EBITDA and net income, alongside increased capital returns to shareholders. This information is based on an SEC 8-K Current Report.
AlphaQuest LLC Raises Stock Holdings in Victory Capital Holdings, Inc. $VCTR
AlphaQuest LLC significantly increased its stake in Victory Capital Holdings (VCTR) by 192.1% in Q3, now owning 21,698 shares valued at approximately $1.405 million. Institutional investors collectively hold about 87.71% of the company's stock. Analysts generally have a "Moderate Buy" rating for VCTR, with an average price target of $75.11, while the company demonstrated strong recent financial performance including beating EPS estimates and a 60.1% year-over-year revenue increase.
Victory Capital Holdings, Inc. (NASDAQ:VCTR) Receives Consensus Recommendation of "Moderate Buy" from Analysts
Victory Capital Holdings, Inc. (NASDAQ:VCTR) has received a consensus "Moderate Buy" rating from analysts, with an average 12-month price target of $75.11. The company recently surpassed Q4 EPS estimates by $0.03 with a revenue increase of 60.1% year-over-year. Institutional investors hold approximately 87.71% of the shares, and Victory Capital pays a quarterly dividend of $0.49.
New York State Teachers Retirement System Has $1.26 Million Holdings in Victory Capital Holdings, Inc. $VCTR
The New York State Teachers Retirement System significantly increased its stake in Victory Capital Holdings, Inc. (NASDAQ:VCTR) by 418.8%, now owning 19,477 shares worth approximately $1.26 million. Institutional investors collectively hold about 87.71% of Victory Capital. The company recently reported strong quarterly earnings, beating expectations with $1.63 EPS and a 60.1% year-over-year revenue increase, alongside a 2.9% annualized dividend yield.
Will Stable Assets and Long-Term Outflows Reshape Victory Capital Holdings' (VCTR) Organic Growth Narrative?
Victory Capital Holdings reported stable total client assets at US$316.60 billion but also significant long-term Assets Under Management net outflows of US$2.10 billion in Q4 2025. This raises questions about the strength of its organic growth profile, despite the company's projected revenue of $1.8 billion and earnings of $735.1 million by 2028. Investors are awaiting the upcoming fourth-quarter results and conference call for more clarity on how these outflows affect fee rates and the broader growth story.
A Look At Victory Capital (VCTR) Valuation After Recent Share Price Volatility
Victory Capital (VCTR) has experienced recent share price volatility, with a 2.7% one-day decline despite strong long-term performance. Analysts estimate the fair value at $73.67, suggesting it is currently 9% undervalued compared to its last close of $67.07, and have a consensus price target of $76.429. However, the article highlights that the P/E ratio of 16.8x is above its peer average, indicating potential valuation risk.
27,847 Shares in Victory Capital Holdings, Inc. $VCTR Acquired by State of Alaska Department of Revenue
The State of Alaska Department of Revenue acquired 27,847 shares of Victory Capital Holdings, Inc. (NASDAQ:VCTR) in Q3, valued at approximately $1.803 million. Other institutional investors also increased their stakes, bringing total institutional and hedge fund ownership to about 87.71%. Victory Capital recently exceeded EPS expectations and reported a significant year-over-year revenue increase, maintaining a "Moderate Buy" consensus rating with a target price of $75.00.
Victory Capital Reports December 2025 Total Client Assets
Victory Capital Holdings, Inc. reported its Total Client Assets for December 31, 2025, reaching $316.6 billion, with Total Assets Under Management (AUM) at $313.8 billion and Other Assets at $2.8 billion. The company also announced an upcoming conference call on February 5, 2026, to discuss its fourth-quarter 2025 financial results. Long-term AUM experienced net outflows of -$2.1 billion during the fourth quarter.
Victory Capital Reports Stable AUM Amid Q4 Client Outflows
Victory Capital Holdings reported stable total client assets of $316.6 billion as of December 31, 2025, despite experiencing $2.1 billion in long-term net outflows during the fourth quarter. The company is set to discuss its Q4 financial results on February 5, 2026. Spark, TipRanks’ AI Analyst, rates VCTR as Outperform, citing strong financial performance and strategic initiatives.
Victory Capital Holdings, Inc. (NASDAQ:VCTR) Given Consensus Rating of "Moderate Buy" by Analysts
Victory Capital Holdings, Inc. (NASDAQ:VCTR) has received a consensus "Moderate Buy" rating from analysts, with an average 1-year price target of $75.00. The company recently reported an earnings beat, with EPS of $1.63 against an expected $1.60, and saw its revenue increase by 60.1% year-over-year. Institutional investors hold a significant portion of the stock, with notable recent purchases from firms like Amundi and Vanguard.
Victory Capital Holdings, Inc. $VCTR Shares Acquired by Annex Advisory Services LLC
Annex Advisory Services LLC has increased its stake in Victory Capital Holdings, Inc. (VCTR) by 4.6%, bringing their total ownership to 544,078 shares valued at $35.23 million, representing 0.81% of the company. Institutional investors now hold 87.71% of the stock. Analysts have a "Moderate Buy" rating for VCTR with an average target price of $75.00, while the company reported strong Q3 earnings, beating estimates with $1.63 EPS and a 60.1% year-over-year revenue increase, alongside a quarterly dividend of $0.49.
Victory Capital Reports Growth in November 2025 Assets
Victory Capital Holdings reported its assets under management as of November 30, 2025, totaling $314.8 billion, with total client assets reaching $317.7 billion. This indicates steady growth and a strong market position for the firm. An analyst rating on VCTR stock is a Buy with a $74.00 price target, and TipRanks’ AI Analyst, Spark, also rates VCTR as "Outperform" due to its strong financial performance and strategic initiatives.
Victory Capital Holdings (Nasdaq:VCTR) - Stock Analysis
This report provides a comprehensive stock analysis of Victory Capital Holdings (Nasdaq:VCTR), an asset management company. It covers valuation, future growth, past performance, financial health, dividends, management, and ownership, alongside recent news and analyst consensus. The analysis highlights that VCTR is currently trading slightly below its estimated fair value with projected strong earnings growth, despite some market and industry underperformance.
