NASDAQ$VCTR

Victory Capital Holdings Inc · Q2 2025 earnings

Q2 2025 earnings · · After market close · Investor relations

Briefing

Victory Capital Holdings Inc reported Q2 2025 results with total revenue of $351.2 million and net income of $58.7 million.

The company achieved revenue of $351.2 million for the three months ended June 30, 2025, driven by investment management fees of $282.3 million. Net income reached $58.7 million with operating income of $94.2 million. Total assets grew to $4.25 billion following the Amundi US acquisition, with AUM at $298.6 billion.

  • Total revenue increased 60% year-over-year to $351.2 million for Q2 2025.
  • Net income was $58.7 million with basic EPS of $0.69.
  • AUM reached $298.6 billion at period end, including $114 billion from the Pioneer Investments acquisition.
  • Cash and cash equivalents stood at $107.9 million with total assets of $4.25 billion.

Headline financials

Total Revenue

$350M

Previous: $219M+60.2%
EPS (adj)

$0.69

Previous: $1.12-38.4%
Assets Under Management

298.6B

Previous: 168.7B+77.0%
Capital Expenditures

-$2.48M

Previous: -$725K-241.9%
Net Income

$58.7M

Previous: $74.3M-20.9%
Operating Income

$94.2M

Previous: $111M-14.8%
Cash & Equivalents

$108M

Previous: $119M-9.3%
Total Assets

$4.25B

Previous: $2.54B+67.2%

Revenue & EPS history

Victory Capital · Revenue · Quarterly

$350M

Q2 2025+60.2%vs Q2 2024
Beat estimate in 5 of 16 quarters(31%)
ActualEstimate

Forward guidance

The company included standard forward-looking statements regarding future business and financial performance but did not provide specific numerical guidance for future periods.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 19 quarterly earnings reports

Historical avg

+1.6%

Avg return

Earnings day

+2.1%

Avg return

5 days after

+1.3%

Avg return

30 days after

50%

20 / 40 earnings

Positive

+22.4%

Q3 2018

Best reaction

-6.6%

Q1 2024

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q2 2025
Q1 2026+1.9%+4.0%+4.4%
Q4 2025-2.2%+8.3%-1.5%
Q3 2025-0.8%+3.0%+3.2%
Q1 2025-1.6%+7.6%+8.1%
Q4 2024+7.5%+3.4%-10.9%
Q3 2024+2.1%-0.0%+4.3%
Q2 2024+8.2%+9.1%+13.0%
Q1 2024-6.6%-1.3%-4.7%
Q4 2023+4.8%-0.6%+13.1%
Q3 2023+8.9%+5.2%+8.0%
Q2 2023+1.7%+0.1%+4.9%
Q1 2023+0.8%+2.5%+9.2%
Q4 2022-2.8%+4.7%-3.2%
Q3 2022+0.7%+3.0%+4.9%
Q2 2022-0.2%-1.1%-4.4%
Q1 2022-6.4%-10.1%+1.2%
Q4 2021-3.0%-3.5%-11.8%
Q3 2021+11.7%+10.4%-7.9%
Q2 2021+6.5%+7.0%+6.7%
Q1 2021+6.3%+3.6%+7.1%
Q4 2020+2.4%+0.8%+4.7%
Q3 2020+7.2%+7.3%+22.5%
Q2 2020+0.3%+3.7%-1.5%
Q1 2020+0.7%-6.1%+21.5%
Q4 2019-1.8%-2.4%-34.8%
Q3 2019+9.8%+11.3%+26.9%
Q2 2019-1.7%-8.2%-2.2%
Q1 2019+5.8%+16.9%+12.4%
Q4 2018-2.4%+1.6%+17.6%
Q3 2017-0.6%+1.3%-10.2%
Q3 2018+22.4%+39.9%+38.7%
Q2 2018-1.8%-0.5%-5.0%
Q1 2017-1.7%-2.6%+2.4%
Q1 2018-0.6%-4.5%+2.2%
Q2 2017-2.8%-6.6%-14.8%
Q2 2016-2.8%-6.6%-14.8%
Q4 2016-2.8%-6.6%-14.8%
Q3 2016-2.8%-6.6%-14.8%
Q4 2015-2.8%-6.6%-14.8%
Q4 2017+4.2%+3.2%-11.0%
Q1 2016

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