Machine learning predictions based on historical earnings data and price patterns
1-Day Prediction
+1.24%
$117.19
100% positive prob.
5-Day Prediction
+6.38%
$123.13
100% positive prob.
20-Day Prediction
+4.84%
$121.35
95% positive prob.
| Quarter | Signal | 1D Return | 5D Return | 20D Return | Confidence | Actual 5D |
|---|---|---|---|---|---|---|
| Q3 2026 | BUY | +1.24% | +6.38% | +4.84% | 100.0% | Pending |
| Q2 2026 | BUY | +0.80% | +5.61% | +4.32% | 100.0% | +16.26% |
| Q1 2026 | BUY | +0.73% | +5.60% | +4.03% | 100.0% | +5.72% |
| Q4 2025 | SELL | +5.81% | -0.93% | -0.13% | 100.0% | +7.42% |
SEC 8-K filings with transcript text
Nov 4, 2026 · 100% conf.
1D
+1.24%
$117.19
Act: -6.47%
5D
+6.38%
$123.13
20D
+4.84%
$121.35
2 vctr-ex99_1.htm
Exhibit 99.1
Victory Capital Reports Strong Third Quarter 2026 Results, Highlighted by Record Gross Sales and Net Flows
Third Quarter Highlights
• Record quarter-end total client assets of $355.5 billion
• Record long-term gross sales of $30.5 billion
• Record long-term net inflows of $11.7 billion
• GAAP operating margin of 34.7%
• GAAP net income per diluted share of $1.11
• Adjusted EBITDA margin of 53.5%
• Adjusted net income with tax benefit per diluted share of $1.98
• Announced definitive agreement to acquire First Eagle Investments
• Board declared regular quarterly cash dividend of $0.50 per share
San Antonio, Texas, November 4, 2026 — Victory Capital Holdings, Inc. (NASDAQ: VCTR) (“Victory Capital” or “the Company”) today reported financial results for the quarter ended September 30, 2026.
“We delivered record levels of both long-term gross sales of $30.5 billion and long-term net flows of $11.7 billion for the quarter, representing an annualized organic growth rate of approximately 14%,” said David C. Brown, Chairman and Chief Executive Officer. “Year to date, our long-term net flows reached $15.4 billion, and we achieved record quarter-end total client assets of $355.5 billion.
“The drivers of our record gross sales and net flows were broad-based. Our U.S. intermediary, U.S. institutional and international channels each generated positive long-term net flows. Net flows were positive across numerous asset classes, including fixed income, solutions and global equity, with contributions from multiple Investment Franchises and our Solutions Platform, driven by our VictoryShares ETF platform. Together, these results showcase the breadth and depth of our product set and distribution, which allows us to align with client demand across market cycles.
“Investment performance remained strong during the quarter. As of September 30, 2026, 60%, 69%, 63% and 77% of our AUM outperformed benchmarks over the respective 1-, 3-, 5- and 10-year periods. In addition, 62% of our rated mutual fund and ETF AUM had an Overall Morningstar Rating of four or five stars.
“We continued to deliver an industry-leading margin. Our Adjusted EBITDA margin was 53.5% for the quarter and 54.0% year to date. Our margin reflects the durability of our platform and the discipline we apply across every dimension of our business.
“Our strong cash generation also supported meaningful capital return. During the quarter, we returned $81 million to shareholders, including $39 million to repurchase shares of VCTR common stock, with the balance paid as dividends.
“In August 2026, we announced a definitive agreement to acquire First Eagle Investments. Acquiring First Eagle Investments is a transformational transaction that will add size and scale across our business and allow us to increase our distribution footprint inside and outside the United States. Additionally, it will add a differentiated global value multi-asset capability,
complementary equity and fixed income capabilities, a scaled CLO and alternative credit platform, along with a track record of years of positive net flows, including year to date through the end of September 2026, as well as strong investment performance. Our teams are deeply engaged in integration planning and working toward closing. We expect the transaction to close by the end of the first quarter of 2027, subject to customary closing conditions, including certain regulatory approvals and client consents.
“As always, we continue to focus on serving our clients, which is our top priority.”
Due to rounding, AUM values and other amounts in this press release may not add up precisely to the totals provided. The table below presents AUM, and certain GAAP and non-GAAP (“adjusted”) financial results.
(in millions except per share amounts or as otherwise noted)
For the Three Months Ended
For the Nine Months Ended
September 30,
June 30,
September 30,
September 30,
September 30,
2026
2026
2025
2026
2025
Assets Under Management1
Ending
$
351,869
$
342,450
$
310,644
$
351,869
$
310,644
Average
350,630
331,345
303,584
333,574
254,117
AUM Long-term Flows2
Long-term Gross
$
30,488
$
22,113
$
16,962
$
71,548
$
41,694
Long-term Net
11,702
4,201
(244
)
15,446
(2,109
)
AUM Money Market/Short-term Flows
Money Market / Short-term Gross
$
327
$
311
$
334
$
873
$
819
Money Market / Short-term Net
(2
)
(91
)
(48
)
(290
)
(236
)
AUM Total Flows
Total Gross
$
30,816
$
22,424
$
17,296
$
72,422
$
42,513
Total Net
11,700
4,110
(292
)
15,156
(2,345
)
Consolidated Financial Results (GAAP)
Revenue
$
396.6
$
435.4
$
361.2
$
1,219.9
$
932.0
AUM revenue realization (in bps)
44.8
47.9
47.2
46.3
49.0
Operating expenses
258.9
241.6
223.1
729.3
606.8
Income from operations
137.7
193.7
138.1
490.7
325.2
Operating margin
34.7
%
44.5
%
38.2
%
40.2
Aug 5, 2026 · 100% conf.
1D
+0.80%
$100.77
Act: +6.82%
5D
+5.61%
$105.58
Act: +16.26%
20D
+4.32%
$104.29
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May 6, 2026 · 100% conf.
1D
+0.73%
$82.89
Act: +1.70%
5D
+5.60%
$86.90
Act: +5.72%
20D
+4.03%
$85.60
Act: +7.87%
2 vctr-ex99_1.htm
Exhibit 99.1
Victory Capital Reports Record First Quarter Results
First-Quarter Highlights
• Total Client Assets of $313.1 billion
• Long-term gross flows of $18.9 billion
• Long-term net flows of ($457) million
• GAAP operating margin of 41.0%
• GAAP net income per diluted share of $1.33
• Adjusted EBITDA margin of 52.6%
• Adjusted net income with tax benefit per diluted share of $1.82
• Board authorizes increase in regular quarterly cash dividend to $0.50 per share
San Antonio, Texas, May 6, 2026 — Victory Capital Holdings, Inc. (NASDAQ: VCTR) (“Victory Capital” or “the Company”) today reported record financial results for the quarter ended March 31, 2026.
"We had an exceptional first quarter, reporting record revenue, record Adjusted EBITDA, and record earnings per share, while simultaneously achieving an all-time high in long-term quarterly gross sales,” said David Brown, Chairman and Chief Executive Officer. “Our net flows improved meaningfully during the quarter as we continue to execute and make investments into our distribution channels.
"Our investment performance also improved during the quarter and remains excellent. As of March 31, 2026, 71%, 67%, 68%, and 81% of our AUM outperformed benchmarks over the respective 1-, 3-, 5-, and 10-year periods. In addition, 68% of our rated AUM in mutual funds and ETFs was rated four or five stars overall by Morningstar.
“The integration of Pioneer Investments is substantially complete. At quarter end, we had recognized approximately $104 million of the expected $110 million in total net expense synergies, and we remain on track to achieve the full $110 million within 2026.
"Two areas that helped fuel our improved sales results for the quarter are the VictoryShares ETF platform, which continues to generate strong net inflows across our intermediary channels, and our international distribution channel, which delivered net inflows again for the quarter. Additionally, multiple Investment Franchises had positive net flows for the quarter as we continue to build momentum in various investment strategies and products.
"We continued to return capital to shareholders, repurchasing a quarterly record of 2 million shares of VCTR common stock during the quarter. Combined with dividends paid, this returned a total of $185 million to shareholders in the quarter.
"Inorganic growth remains a strategic priority, and our pipeline of acquisition opportunities is extensive and we are very active. Our approach has always been, and will remain, disciplined. The strength of our business allows us to be selective, and we only pursue transactions that make our Company better.
"As always, we continue to focus on serving our clients, which is our top priority.”
The table below presents AUM, and certain GAAP and non-GAAP (“adjusted”) financial results. Due to rounding, AUM values and other amounts in this press release may not add up precisely to the totals provided.
(in millions except per share amounts or as otherwise noted)
For the Three Months Ended
March 31,
December 31,
March 31,
2026
2025
2025
Assets Under Management1
Ending
$
309,835
$
313,775
$
167,468
Average
318,746
312,873
173,789
AUM Long-term Flows2
Long-term Gross
$
18,946
$
17,127
$
9,309
Long-term Net
(457
)
(2,089
)
(1,205
)
AUM Money Market/Short-term Flows
Money Market / Short-term Gross
$
235
$
345
$
177
Money Market / Short-term Net
(197
)
(22
)
(44
)
AUM Total Flows
Total Gross
$
19,181
$
17,472
$
9,486
Total Net
(654
)
(2,111
)
(1,249
)
Consolidated Financial Results (GAAP)
Revenue
$
388.0
$
374.1
$
219.6
AUM revenue realization (in bps)
47.6
47.4
51.2
Operating expenses
228.8
220.9
126.7
Income from operations
159.2
153.2
92.9
Operating margin
41.0
%
40.9
%
42.3
%
Net income
112.1
112.8
62.0
Earnings per diluted share
$
1.33
$
1.32
$
0.96
Cash flow from operations
121.0
145.1
81.1
Adjusted Performance Results (Non-GAAP)3
Adjusted EBITDA
$
204.0
$
197.5
$
116.4
Adjusted EBITDA margin
52.6
%
52.8
%
53.0
%
Adjusted net income
142.7
141.3
78.0
Tax benefit of goodwill and acquired intangible assets
10.5
10.5
10.1
Adjusted net income with tax benefit
153.2
151.7
88.1
Adjusted net income with tax benefit per diluted share4
$
1.82
$
1.78
$
1.36
1Total AUM includes both discretionary assets under management and non-discretionary assets under advisement and excludes other assets.
2 Long-term AUM is defined as total AUM excluding Money Market and Short-term assets.
3 The Company reports its financial results in accordance with GAAP. Adjusted EBITDA and Adjusted Net Income are not defined by GAAP and should not be regarded as an alternative to any measurement under GAAP. Please refer to the section “Information Regarding Non-GAAP Financial Measures” at the end of this press release for an explanation of Non
This page provides Victory Capital Holdings Inc. (VCTR) earnings call transcripts from SEC 8-K filings along with AI-powered predictions for post-earnings price movements. Our machine learning models analyze historical earnings data, pre-earnings price patterns, volume changes, and volatility to predict 1-day, 5-day, and 20-day returns after each earnings release.
Earnings transcripts are sourced directly from SEC EDGAR filings. Predictions are generated using gradient boosting models trained on VCTR's historical earnings reactions. All predicted returns are shown as percentages, and predicted prices are calculated from the closing price at the time of prediction. Past performance does not guarantee future results.