When looking at the last two reports, this investment management firm has recorded a strong streak of surpassing earnings estimates. The company has topped estimates by 2.54%, on average, in the last two quarters. Price and EPS Surprise Our research shows that stocks with the combination of a positive Earnings ESP and a Zacks Rank #3 (Hold) or better produce a positive surprise nearly 70% of the time. In other words, if you have 10 stocks with this combination, the number of stocks that beat the consensus e ...

Investors looking for stocks in the Financial - Investment Management sector might want to consider either Victory Capital Holdings (VCTR) or BlackRock (BLK) . But which of these two stocks presents investors with the better value opportunity right now? Let's take a closer look. There are plenty of strategies for discovering value stocks, but we have found that pairing a strong Zacks Rank with an impressive grade in the Value category of our Style Scores system produces the best returns. The proven Zacks Ra ...

Victory Capital Holdings, Inc. (VCTR) has signed a definitive agreement with Amundi regarding their previously disclosed transaction, aiming to enter into mutual distribution agreements and combine the company with Amundi's US business. Per the deal, the Amundi US business (formerly Pioneer Investments) will be merged into Victory Capital. Thus, Amundi will become a strategic shareholder of VCTR with a 26.1% economic stake, subject to customary adjustments. Further, two of Amundi's representatives will join ...

Victory Capital Holdings, Inc. (VCTR) reported assets under management (AUM) of $168.5 billion for May 2024. This reflected a 2.9% increase from $163.6 billion as of Apr 30, 2024. By asset class, VCTR's U.S. Mid Cap Equity AUM increased 2.3% from the April level to $31.73 billion. The U.S. Small Cap Equity AUM of $15.65 billion rose 3%. The Global/Non-U.S. Equity AUM improved 4% to $18.52 billion. The U.S. Large Cap Equity AUM rose 3.9% to $13.66 billion. Also, Victory Capital recorded $57.92 billion in Sol ...

Investors with an interest in Financial - Investment Management stocks have likely encountered both Victory Capital Holdings (VCTR) and SEI Investments (SEIC) . But which of these two stocks is more attractive to value investors? We'll need to take a closer look to find out. The best way to find great value stocks is to pair a strong Zacks Rank with an impressive grade in the Value category of our Style Scores system. The proven Zacks Rank puts an emphasis on earnings estimates and estimate revisions, while ...

Victory Capital Holdings, Inc. (NASDAQ:VCTR) Q1 2024 Earnings Conference Call May 10, 2024 8:00 AM ET Company Participants Matthew Dennis - Chief of Staff and Director of IR David Brown - Chairman and CEO Michael Policarpo - President, CFO and CAO Conference Call Participants Michael Cho - JPMorgan Etienne Ricard - BMO Capital Markets Michael Cyprys - Morgan Stanley Adam Beatty - UBS Operator Good morning, and welcome to the Victory Capital First Quarter 2024 Earnings Conference Call. All callers are in a l ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2024 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from ______ to ______ Commission file number 001-38388 Victory Capital Holdings, Inc. (Exact name of registrant as specified in its charter) (State or other jurisd ...

Quarterly Business Overview Amundi Transaction MOU Investment Performance Charts and Morningstar data as of March 31, 2024. 3 77% of fund AUM rated 4/5 stars Consistent growth in each channel over the past year Although it is not possible to identify all such risks and factors, they include, among others, the following: the fact that the Memorandum of Understanding is non-binding and there is no certainty that the negotiations will result in definitive agreements on the anticipated timeline, if at all, or t ...

NEWS RELEASE Victory Capital Reports Strong First-Quarter Results First-Quarter Highlights San Antonio, Texas, May 9, 2024 — Victory Capital Holdings, Inc. (NASDAQ: VCTR) ("Victory Capital" or "the Company") today reported financial results for the quarter ended March 31, 2024. "We achieved very strong results to start 2024," said David Brown, Chairman and Chief Executive Officer. "During the first quarter, our long-term gross and net flows improved quarter-over-quarter and year-over-year, reaching their be ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K (Mark One) ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2023 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 FOR THE TRANSITION PERIOD FROM to Commission file number: 001-38388 Victory Capital Holdings, Inc. (Exact name of registrant as specified in its charter) (State or other jurisd ...