Victory Capital Holdings Inc

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Victory Capital to Buy First Eagle in $7 Billion Deal

Victory Capital Holdings Inc. has agreed to acquire First Eagle Investments in a deal that would bring the combined firm's assets under management to about $571 billion. The San Antonio-based company will pay about $7 billion, including $4 billion in cash and $2 billion in newly issued shares, and will assume $575 million of First Eagle's senior secured notes due in 2032. First Eagle, which manages about $229 billion, will add its $41 billion CLO and alternative credit platform to Victory's multi-asset products, with the combined company expected to generate annual revenue of roughly $3.2 billion and about $280 million in net expense synergies. The deal comes five months after Victory withdrew a nearly $9 billion proposal to acquire Janus Henderson Group Plc. First Eagle will operate on Victory's platform and retain its brand.

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Victory Capital ETF Chief Sells Shares to Cover Tax on Vesting Milestone

Mannik S. Dhillon, president of investment franchises & solutions and head of ETFs for Victory Capital Holdings, disposed of 6,452 shares at $99.97 per share in a non-discretionary sale to satisfy tax withholding obligations following the vesting of performance-based restricted stock. The vesting was triggered by the Compensation Committee's approval of the first of four stock price performance hurdles established in March 2026. Following the transaction, Dhillon retains 307,686 directly held shares valued at $30.76 million and an additional 49,171 derivative securities. Victory Capital's ETF assets climbed 54% over the past year to $23.2 billion, contributing to record quarterly revenue of $435 million.

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Victory Capital EVP Thomas Sipp Reports Tax-Related Disposition of 18,177 Shares

Thomas Michael Sipp, executive vice president of Victory Capital Holdings, reported a non-discretionary disposition of 18,177 shares at $99.97 per share, totaling $1.8 million, according to an SEC filing. The shares were withheld to satisfy tax obligations from the August 5 vesting of performance-based restricted stock, and Sipp continues to hold 123,000 derivative securities. The vesting was triggered by the stock clearing the first of four price hurdles, with shares up 44% over the prior 12 months and closing at $106.79 on August 6. Victory Capital recently posted record quarterly revenue of $435 million and $4.2 billion in net long-term inflows.

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Victory Capital CEO Sells Shares to Cover Tax After Stock Hits Performance Target

Victory Capital Holdings chairman and CEO David Craig Brown sold 58,056 shares on August 5 to cover tax obligations triggered by the vesting of performance-based restricted stock units. The transaction was valued at approximately $5.8 million based on a weighted average sale price of $99.97 per share. The vesting occurred after the company's stock cleared the first of four price hurdles under its 2018 Equity Plan, with the shares having gained 44% as of the transaction date. Brown retains direct ownership of 2,352,838 shares and holds an additional 442,586 derivative securities tied to future performance targets. Victory Capital recently reported record second-quarter results, including a 24% revenue increase to $435 million and $4.2 billion in net long-term inflows.

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Victory Capital Holdings beats Q2 estimates with earnings of $2.21 per share

Victory Capital Holdings reported second-quarter earnings of $2.21 per share, beating the Zacks Consensus Estimate of $1.81 per share by 22.1%. Revenue came in at $435.36 million, surpassing the consensus estimate by 12.82% and up from $351.21 million a year ago. The company has now exceeded consensus EPS estimates in each of the last four quarters. Shares have gained about 62.7% year to date, compared with a 13% rise in the S&P 500.

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Aggregate AUM at ten major US asset managers rises 0.3% in June despite market losses

Aggregate assets under management at ten major US asset managers grew 0.3% month-over-month to $8,280.0 billion in June, even as the S&P 500 fell 1.07% to 7,499.00 points. The year-over-year increase was 15.1%. WisdomTree saw the largest decline among the group, with its month-end AUM dropping 4.28% to $160.9 billion, driven by net outflows in a risk-off macro environment. Victory Capital recorded the biggest sequential gain, with AUM rising 1.06% to $342.5 billion, supported by growth in its Separate Accounts and Other Pooled Vehicles segment and ETFs unit, partially offset by a modest decrease in its Mutual Funds division.

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Janus Henderson wins regulatory approval for take-private deal

Janus Henderson Group has obtained the regulatory clearances and client approvals needed for its planned take-private deal with Trian Fund Management and General Catalyst Group Management. The approvals move the transaction closer to completion after shareholders had already voted in favour of the proposal, with the deal due to complete on 30 June 2026 provided remaining closing conditions are met. Once completed, Janus Henderson will operate as a privately held company and its shares will be delisted from the NYSE, with holders of shares not already owned or controlled by Trian receiving $52 a share in cash. The revised cash consideration of $52 per share compares with an earlier proposal of $49 per share and represents a 25% premium above the company's closing share price on 24 October 2025, the day before the original proposal was disclosed publicly. Janus Henderson originally sealed the deal with Trian and General Catalyst in December 2025, and earlier this year Victory Capital withdrew a competing takeover approach after failing to secure the full backing of Janus Henderson's Special Committee.

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VictoryShares pulls in $2.6 billion in a single day

VictoryShares gathered $2.6 billion in net flows on June 18, 2026, the largest single-day haul among U.S. ETF brands. The inflow represented 10.45% of the brand’s total assets under management, which stood at $25.5 billion. iShares led all brands in absolute dollar flows with $31.1 billion, while Vanguard remained the largest brand by assets at $4.58 trillion. Among issuers, Victory Capital also recorded the same $2.6 billion inflow, matching the brand-level figure.

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