Market Movers (8-K)
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Victory Capital Holdings, Inc. announced its total assets under management (AUM) reached $345.1 billion as of July 31, 2026, reflecting a modest increase from the previous month.
NASDAQ
Victory Capital Holdings, Inc. announced record-breaking second-quarter 2026 financial results, highlighted by record revenue, Adjusted EBITDA, and earnings per share, alongside significant growth in client assets.
Better than expected
NASDAQ
Victory Capital Holdings, Inc. announced changes to its Board of Directors, including the resignation of Dominique Carrel-Billiard and the appointment of Nicolas Calcoen.
NASDAQ
Victory Capital Holdings, Inc. announced total client assets of $346.1 billion as of June 30, 2026, with $4.2 billion in long-term AUM net inflows for the second quarter.
NASDAQ
Victory Capital Holdings, Inc. announced May 31, 2026, Assets Under Management (AUM) of $338.9 billion, with Total Client Assets reaching $342.4 billion.
NASDAQ
Victory Capital Holdings, Inc. has entered into a Seventh Amendment to its Credit Agreement to refinance existing term loans with new, repriced term loans.
Quarterly Earnings (10-Q)
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Victory Capital Holdings announced a substantial increase in revenue and net income for the second quarter of 2026, driven by a significant rise in assets under management and improved operational efficiencies.
Better than expected
NASDAQ
Victory Capital Holdings reports a significant increase in Q1 2026 revenue and net income, driven by the successful integration of the Amundi US acquisition and strong AUM growth.
Better than expected
NASDAQ
Victory Capital Holdings reports significant revenue growth and AUM expansion driven by the Amundi US acquisition, alongside increased share repurchases and debt refinancing.
Capital raise
NASDAQ
Victory Capital Holdings, Inc. reported a substantial increase in second-quarter revenue and assets under management, primarily driven by the strategic acquisition of Pioneer Investments, despite a temporary dip in net income due to integration costs.
Worse than expected
Capital raise
NASDAQ
Victory Capital Holdings reports a slight increase in revenue and net income for Q1 2025, driven by higher average AUM, and finalizes the acquisition of Amundi US.
NASDAQ
Victory Capital Holdings reported a significant increase in net income for the third quarter of 2024, alongside progress on its acquisition of Amundi US.
Better than expected
Annual Reports (10-K)
NASDAQ
Victory Capital Holdings, Inc. reported significant growth in 2025, driven by the Amundi US acquisition, with AUM reaching $313.8 billion and net income increasing to $330.1 million.
Better than expected
Delay expected
Capital raise
NASDAQ
Victory Capital Holdings reports a 6.6% increase in AUM to $171.9 billion for 2024, driven by positive market action and strategic acquisitions.
Better than expected
NASDAQ
Victory Capital Holdings reports a diversified asset management platform with $166.6 billion in AUM as of December 31, 2023, driven by positive market action but offset by net outflows.
Worse than expected
Insider Trading (Form 4)
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Nina Gupta, Chief Legal Officer of Victory Capital Holdings, Inc., reported multiple transactions in common stock on August 13, 2026.
NASDAQ
Mannik S. Dhillon, President Investment Franchise of Victory Capital Holdings, Inc., reported multiple transactions in common stock on August 13, 2026.
NASDAQ
David Craig Brown, Chairman and CEO of Victory Capital Holdings, Inc., reported multiple transactions in common stock on August 13, 2026.
NASDAQ
Thomas Michael Sipp, Executive Vice President of Victory Capital Holdings, Inc., reported multiple transactions in common stock on August 13, 2026.
NASDAQ
Michael Dennis Policarpo, President, CFO & CAO of Victory Capital Holdings, Inc., reported multiple transactions in common stock on August 13, 2026.
NASDAQ
Mannik S. Dhillon, President Investment Franchise of Victory Capital Holdings, Inc., reported multiple transactions in common stock on August 5, 2026.
Proxy Statements (Def-14A)
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Victory Capital Holdings, Inc. announces its 2026 Annual Meeting of Stockholders to be held virtually on May 6, 2026, outlining key proposals including director elections, auditor ratification, and executive compensation advisory vote.
Better than expected
NASDAQ
Victory Capital Holdings finalizes the acquisition of Amundi US, welcomes two new directors nominated by Amundi to its board, and sees the retirement of Robert Hurst following Crestview's decreased ownership.
NASDAQ
DEFA14A: Victory Capital Holdings Sets Date for 2025 Annual Meeting, Outlines Proposals for Stockholder Vote
Victory Capital Holdings announces its 2025 Annual Meeting and provides details on proposals for stockholder voting, including the election of directors and ratification of the company's independent auditor.
NASDAQ
Victory Capital Holdings announces its 2025 Annual Meeting of Stockholders to be held virtually on May 7, 2025, covering director elections, auditor ratification, and executive compensation.
Better than expected
NASDAQ
Victory Capital provides supplemental disclosures to its proxy statement to address stockholder litigation related to the proposed acquisition of Amundi US, while reaffirming its recommendation for stockholders to approve the deal.
NASDAQ
Victory Capital Holdings plans to acquire Amundi US in an all-stock transaction valued at approximately $1.1 billion, expanding its investment offerings and global distribution capabilities.
Schedule 13D - Activist Investments
NASDAQ
SCHEDULE 13D/A: Amundi S.A. Boosts Stake in Victory Capital Holdings to 26.1% After Post-Closing Adjustment
Amundi S.A. and Amundi Asset Management S.A.S. have increased their beneficial ownership in Victory Capital Holdings, Inc. to 26.1% of outstanding capital stock on a fully diluted basis, following a post-closing adjustment to a prior transaction.
NASDAQ
SCHEDULE 13D/A: Amundi Finalizes Strategic Investment in Victory Capital, Securing Significant Stake and Board Seats
Amundi S.A. and Amundi Asset Management S.A.S. have completed their strategic acquisition of a significant equity stake in Victory Capital Holdings, Inc., gaining board representation and establishing long-term distribution agreements.
Schedule 13G - Passive Investments
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The Vanguard Group reported a 0% beneficial ownership in Victory Capital Holdings Inc. common stock following an internal realignment.
NASDAQ
Crestview Partners II GP, L.P. and its affiliates reported a continued beneficial ownership of 6.3% in Victory Capital Holdings, Inc. Class A Common Stock as of September 30, 2025.
NASDAQ
The Vanguard Group has filed an amended Schedule 13G, reporting a 7.1% beneficial ownership stake in Victory Capital Holdings Inc.
NASDAQ
BlackRock, Inc. has filed an amended Schedule 13G, reporting a 10.1% beneficial ownership stake in Victory Capital Holdings, Inc.'s Class A Stock.
NASDAQ
Capital World Investors, a division of Capital Research and Management Company, has reported a beneficial ownership of 5.1% in Victory Capital Holdings, Inc., holding 3,266,007 shares of common stock.
NASDAQ
Crestview Partners II GP, L.P., Crestview Victory, L.P., and Crestview Advisors, L.L.C. have jointly filed an amended Schedule 13G, disclosing a combined beneficial ownership of 11.7% in Victory Capital Holdings, Inc.'s Class A Common Stock as of December 31, 2024.