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Victory Capital Holdings, Inc. reported Total Assets Under Management of $356.7 billion and Total Client Assets of $360.5 billion as of October 31, 2026. October average Total Client Assets were $359.4 billion.
Victory Capital Holdings, Inc. voluntarily supplemented proxy disclosures for its $7.03 billion First Eagle acquisition after two stockholder complaints, without changing consideration or the November 17, 2026 special meeting.
Victory Capital Holdings, Inc. voluntarily supplemented proxy disclosures for the First Eagle acquisition after stockholder litigation, without changing consideration or the November 17, 2026 special meeting.
Victory Capital reported record third quarter 2026 long-term gross flows of $30.5 billion and net inflows of $11.7 billion. Adjusted EBITDA was $212.1 million; the pending First Eagle Investments acquisition targets closing by the end of the first quarter of 2027.
Victory Capital Holdings, Inc. expects its First Eagle Investments acquisition to close by the end of the first quarter of 2027, targets $280 million in net expense synergies, and will seek stockholder approval for the share issuance on November 17.
Useful current figures from the complete screener profile.
* Q4 derived as the full year minus Q1 to Q3.
TL;DR. VCTR reported record Q2 2026 results with $4.2B in long-term net inflows and raised its long-term adjusted EBITDA margin guidance from 49% to 50%, citing the completed Pioneer integration and strong flow momentum across channels.
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Blended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Still-open targets the latest release did not restate under the same label.
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Illustrative technical + ownership context — a signal mix, not investment advice.
| Metric | Latest | Period | YoY |
|---|---|---|---|
| AUM net flows | $4.11B | Three Months Ended June 30, 2026 filing | — |
| Market appreciation / (depreciation) | $28.51B | Three Months Ended June 30, 2026 filing | — |
| Adjusted EBITDA non-GAAP | $446.7M | Six Months Ended June 30, 2026 | — |
| Adjusted EBITDA margin non-GAAP | 54.3% | Six Months Ended June 30, 2026 | — |
| Adjusted net income non-GAAP | $314.8M | Six Months Ended June 30, 2026 | — |
| Adjusted net income per diluted share non-GAAP | $3.77 | Six Months Ended June 30, 2026 | — |
| Adjusted net income with tax benefit non-GAAP | $336.1M | Six Months Ended June 30, 2026 | — |
| Adjusted net income with tax benefit per diluted share non-GAAP | $4.02 | Six Months Ended June 30, 2026 | — |
| Assets Under Management Average | $325.05B | Six Months Ended June 30, 2026 | — |
| AUM net cash flows | $4.11B | Q2 2026 | — |
| AUM revenue realization | 47.7 | Six Months Ended June 30, 2026 | — |
| Average other assets (institutional) | $3.28B | Six Months Ended June 30, 2026 | — |
| Average total client assets | $328.32B | Six Months Ended June 30, 2026 | — |
| Ending AUM | $342.45B | As of June 30, 2026 | — |
| Ending other assets | $3.61B | As of June 30, 2026 | — |
| Ending other assets (institutional) | $3.61B | Six Months Ended June 30, 2026 | — |
| Ending total client assets | $346.06B | As of June 30, 2026 | — |
| Gross client cash outflows | -$38.15B | Six Months Ended June 30, 2026 | — |
| Long-term Gross flows | $41.06B | Six Months Ended June 30, 2026 | — |
| Long-term Net flows | $3.74B | Six Months Ended June 30, 2026 | — |
| Long-term net inflows | $4.2B | Q2 2026 | — |
| Money Market / Short-term Gross flows | $311M | Q2 2026 | — |
| Net client cash flows | $3.46B | Six Months Ended June 30, 2026 | — |
| Number of investment strategies | 189 | Q2 2026 | — |
| Revenue realization on total client assets | 47.3 | Six Months Ended June 30, 2026 | — |
| Total Client Assets | $346.1B | Q2 2026 | — |
| Total client assets market appreciation (depreciation) | $28.85B | Q2 2026 | — |
| Total client assets net cash flows | $4.11B | Q2 2026 | — |
| Total Gross flows | $41.61B | Six Months Ended June 30, 2026 | — |
| Total Net flows | $3.46B | Six Months Ended June 30, 2026 | — |
Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period
| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
VCTR
this stock
Victory Capital Holdings, Inc.
|
$7.74B | +98.5% | +0.9% | 23.0 | 5.0% |
|
BLK
BlackRock, Inc.
|
$198.15B | +14.3% | +16.2% | 27.9 | 1.3% |
|
BN
BROOKFIELD Corp
|
$91.46B | -10.7% | — | — | 1.0% |
|
BX
Blackstone Inc.
|
$90.28B | -22.0% | +9.2% | 26.8 | 2.6% |
|
KKR
KKR & Co. Inc.
|
$87.47B | -23.1% | -11.0% | — | 1.6% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
Victory Capital Holdings, Inc. reported Total Assets Under Management of $356.7 billion and Total Client Assets of $360.5 billion as of October 31, 2026. October average Total Client Assets were $359.4 billion.
View| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| VCTR | +5.1% | +15.3% | +42.6% | +13.2% | +98.5% |
| SPY | +2.6% | -1.2% | +0.5% | -0.2% | +10.6% |
| vs SPY | +2.5% | +16.5% | +42.1% | +13.4% | +87.9% |
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.
