Amundi sold (to issuer) 100,000 shares of VCTR (indirect holdings)

Victory Capital (VCTR) added disclosures to its proxy statement for the $7.03B First Eagle acquisition amid lawsuits alleging incomplete or misleading information. The company denies wrongdoing and says the supplements do not alter deal terms or the November 17 vote.

Victory Capital Holdings, Inc. (VCTR) filed an SEC Form 8-K — Other Events. Item 8.01 Other Events. As previously disclosed, on August 25, 2026, Victory Capital Holdings, Inc. (“ we ”, “ Victory ”, or the “ Company ”) entered into an Agreement and Plan of Merger (as it may be amended from time to time, the “Merger Agreement”) with Fortify Holdings 1, Inc

Victory Capital (VCTR) reported Q3 adjusted EBITDA of $212.1M, up 11% YoY, with a 53.5% margin. The company expects single-digit organic growth and maintains long-term margin guidance. International AUM grew 46% since the Pioneer acquisition. VCTR declared a $0.50 quarterly dividend and plans to release October AUM data on November 11.

Victory Capital Holdings reported Q3 2026 earnings with record $11.7B net inflows. Average fee rate declined to 44.8 basis points due to lower annual fees and shifts in asset classes. Acquisition-related expenses rose to $17.1M, primarily from the First Eagle deal. Management expects positive synergies from the First Eagle integration but acknowledges potential risks. The company's net leverage ratio is 0.9x, which may increase post-acquisition.

Victory Capital (VCTR) reported Q3 2026 total client assets at $355.5B, up 3% QoQ and 13% YoY. Long-term gross flows hit a record $30.5B, up 38% QoQ and 80% YoY. Adjusted EBITDA was $212M with a 53.5% margin, up 80bps YoY. EPS was $1.98, up 21% YoY. The company plans to acquire First Eagle Investments, adding $222B in AUM. ETF AUM grew 48% YoY to $27.7B, with $3.9B in net inflows. International AUM grew 46% in 18 months to $65.8B.

Victory Capital (VCTR) reported record organic growth in Q3 2026, with CEO David Brown highlighting strong flows. The company aims for $280M in synergies and a 35% EPS accretion by 2027, following the planned acquisition of First Eagle, expected to close by Q1 2027.