Victory Capital Holdings (VCTR) has surged 23.8% over the past month and hit a new 52-week high of $123.24, driven by consistent earnings beats and strong year-to-date gains of 91.2%. The stock carries a Zacks Rank #2 (Buy) with a VGM Score of B, though it trades at a premium valuation of 15.3X current fiscal year EPS versus the industry average of 12.4X. Analysts suggest the stock could still have room to run despite the recent rally.

Victory Capital's Chief Legal Officer Nina Gupta sold 9,732 shares worth $973,000 on August 5 due to automatic tax withholding from vesting performance-based restricted stock. The shares vested after the stock hit a preset price target, reflecting strong company execution. Victory Capital has demonstrated robust financial performance with 24% revenue growth, $346 billion in client assets, and management pursuing acquisitions to reach a $1 trillion asset goal.

Victory Capital Holdings executive Thomas Michael Sipp sold 18,177 shares worth $1.8 million on August 5 to cover tax liabilities from vesting performance-based restricted stock. The sale is non-discretionary and reflects strong company performance, with Victory Capital posting record quarterly results including 24% revenue growth and $4.2 billion in net long-term inflows. The stock has surged over 50% in the past year and cleared the first of four price hurdles tied to executive compensation.

Major M&A activity continues with Estée Lauder in merger discussions with Puig ($40B), KKR acquiring Nothing Bundt Cakes ($2B+), and Amazon acquiring robotics firm Fauna. Other significant deals include Corebridge-Equitable Holdings merger ($22B), Merck's acquisition of Terns Pharmaceuticals ($6.7B), and Abbott closing its Exact Sciences deal ($21B). Several companies filed for bankruptcy including 23andMe and Applebee's franchisee NRPF.

The article identifies four stocks that combine strong shareholder returns through dividends and buybacks with solid fundamentals: Federated Hermes (8.9% shareholder yield), Janus Henderson (6.5% shareholder yield), Cass Information Systems (7.6% shareholder yield), and Victory Capital (7.7% shareholder yield). All four companies demonstrate sustainable capital returns backed by strong free cash flow, healthy balance sheets, and reasonable valuations, making them suitable for income-focused investors seeking disciplined capital allocation.

Victory Capital has unveiled a $57.04 per share bid for Janus Henderson, representing a 37% premium and 16% higher than the rival Trian Fund Management offer. The bid includes $30 in cash and 0.350 Victory Capital shares per Janus Henderson share, valuing the combined company at $16 billion. Victory Capital's CEO criticized Janus Henderson's Special Committee for refusing meaningful dialogue, urging them to fulfill fiduciary duties. Janus Henderson shares rose 5.74% to $53.03, hitting a 52-week high, while Victory Capital shares fell 8.40%.

Victory Capital reported strong Q2 2025 earnings driven by the Amundi US acquisition, with revenue surging 59.9% year-over-year to $351.2 million. Despite record growth, the company experienced margin pressure and modest net outflows.

Amundi and Victory Capital have finalized a transaction where Amundi US has been merged with Victory Capital, making Amundi a strategic shareholder of Victory Capital. The two companies have also signed 15-year distribution agreements to distribute each other's investment solutions.

Amundi and Victory Capital have announced the closing of their previously announced transaction. Amundi has become a strategic shareholder of Victory Capital, and the two companies have entered into 15-year distribution reciprocal agreements.

The article compares the valuation metrics of Victory Capital Holdings (VCTR) and SEI Investments (SEIC) to determine which stock is the better value option. Based on the analysis, the article concludes that VCTR is the superior value option compared to SEIC.

Amundi and Victory Capital have reached a definitive agreement where Amundi US will be combined with Victory Capital, and Amundi will become a strategic shareholder of Victory Capital with a 26.1% stake. The two companies have also entered into 15-year distribution and services agreements.

Victory Capital (VCTR) reports assets under management of $168.5 billion at the end of May 2024, rising 2.9% from the previous month.